Far from last orders
One in five pubs in Britain has closed, prompting a national outcry at the loss of these national institutions. But rising retail prices and falling energy costs may be putting the industry on a be...
Fidelity International 20th Oct 2023
A free lunch for fixed income investors?
Bond markets are currently experiencing a rare irregularity with the inversion of the yield curve. Fixed income portfolio managers Kris Atkinson and Shamil Pankhania outline why this offers a uniqu...
US government debt
We need to talk.
Capital Group 20th Oct 2023
Where next for equity valuations? The AI effect
Distinct valuation ‘eras’ can be seen in stock markets across the decades, typically driven by broader macro trends.
China: is the recovery cancelled or postponed? – panel discussion video #1
China has been the engine of Asian growth, but now appears to be struggling: the reopening has been disappointing and there is now the real spectre of deflation. Can the Asian giant revive? Jupiter...
Adviser-Hub 20th Oct 2023
What is private company investing? And why do we do it?
We call it private companies, not private equity, for a reason. Discover what private company investing is, and why we believe there isn’t a need to draw a hard line between privately-owned a...
Baillie Gifford 18th Oct 2023
What are the myths of private company investing?
Ben James, James Yuill and Rachael Callaghan pull apart three myths of private company investing that could be skewing your view.
What’s the valuation process for private companies?
When valuing private companies, we don’t let investment managers mark their own homework. From a separate valuation team to independent auditors, multiple layers of independent review form a...
The Week: Stubborn inflation a headache for the Bank of England
UK inflation was unchanged for this month. It may be persistently high, but the Bank of England is unlikely to move on interest rates.
Adviser-Hub 18th Oct 2023
The Asian economic landscape
There are mixed reports on Asia’s economy today. On the one hand, there are fears that China’s weakness will depress the whole region. On the other, Asia’s economies appear to hav...
Adviser-Hub 17th Oct 2023
The Asian corporate sector
Asian stock market returns have been unexciting in recent years, held back by the region’s slow recovery from Covid, the relative weakness of China and also, the tough comparison set by the U...
Investing in climate solutions
Small is also beautiful – Novozymes is decarbonising industry and agriculture, one microbe at a time.
Ninety One 16th Oct 2023
Notes from the road
Ninety One’s EM debt team travelled far and wide in September, visiting 12 emerging markets across the globe. Read their takeaways here.
It’s time for implementation at COP. Or at least that’s what we’re hoping for
Ninety One’s Chief Sustainability Officer Nazmeera Moola anticipates COP28.
Diversified Income: focus on the outcome
John Stopford shares his view on the market.
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