Welcome to the Benjamin Button economy
In the 2008 film The Curious Case of Benjamin Button, the title character ages in reverse – oddly enough, Capital Group’s Jared Franz thinks the US economy is doing something similar. Capital Group 3rd Oct 2024
In the 2008 film The Curious Case of Benjamin Button, the title character ages in reverse – oddly enough, Capital Group’s Jared Franz thinks the US economy is doing something similar.
Capital Group 3rd Oct 2024
Why quality matters in Europe
Fidelity’s Sam Morse and Marcel Stötzel explain why a focus on high-quality companies can continue to drive attractive long-term returns for investors in Europe.
Fidelity International 3rd Oct 2024
Bonds back in focus
Ninety One’s Ellie Clapton and Jason Borbora-Sheen explore the resurgence of bonds as a viable investment class.
Ninety One 3rd Oct 2024
Introducing Fidelity’s guide to investing in the energy transition
The breadth and implications of the energy transition reveal a lot for investors to consider, so Fidelity has compiled a practitioner's guide to some of the key topics.
Beyond Silicon Valley
The US’s most exciting and transformative companies are increasingly spread across thriving centres of innovation – discover how Scottish Mortgage maps the US’s new economic geogr...
Baillie Gifford 3rd Oct 2024
John Emerson on the US election run
John Emerson, geopolitical analyst and vice chair of Capital Group, shares his insights on the upcoming US Presidential election, including key factors to watch, potential outcomes, and how investo...
Capital Group 2nd Oct 2024
Fed insights webinar: post-meeting analysis and market impact
Capital Group fixed income portfolio manager Timothy Ng and economist Jared Franz delve into the Federal Reserve’s recent action and analyse potential implications for interest rates, broader...
Has stock market concentration reached a tipping point?
Capital Group believes that hyperconcentration in the US stock market may be nearing a peak.
A confluence of change: how to thrive on generational shifts in the global economy
Following events that began to unfold in 2022, Capital Group believes we are now in a market cycle marked by structurally higher interest rates, more volatile inflation, and elevated geopolitical t...
abrdn Investments | Ballots that surpass borders: how will the US election shape emerging markets?
In the latest episode of abrdn’s Emerging Markets Equities podcast, Nick Robinson sits down with Michael Langham to discuss the US election.
Aberdeen Investments 1st Oct 2024
What the end of NS&I 6.2% bond tells us about cash savings
Fidelity’s Ed Monk looks at the options available as investors look for a new home for their savings.
Fidelity Adviser Solutions 30th Sep 2024
The Week: Labour keeps savers guessing
Apart from some gloomy rhetoric, there were few clues at the Labour party conference as to who will pay to fill the fiscal black hole.
Adviser-Hub 26th Sep 2024
Why higher-rated corporate bonds still make sense
abrdn goes back in time to find out what history teaches us about bond performance in the critical 12 months following a central bank’s first rate cut.
Aberdeen Investments 26th Sep 2024
China equities: staying the course with quality companies
FSSA Investment Managers continue to believe that there are pockets of growth to be found in China – even amid a slower economy.
FSSA Investment Managers 26th Sep 2024
Picture this: dislocation and distress in high-yield debt
The combination of historically expensive valuations and elevated levels of distress makes the high-yield corporate debt market an unattractive destination today. Investors can find a much better r...
Ninety One 24th Sep 2024
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