Market view: Will Chinese equities hop ahead in the Year of the Rabbit?
As China prepares to welcome the Year of the Rabbit, Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, shares his latest views after a very tumultuous period for China'...
Fidelity International 19th Jan 2023
Value insights: ‘Brilliant leader’ stories can lead investors down the garden path
Be wary of ‘management stories’: investment cases predicated on a brilliant leader making a transformational difference. Exceptional leaders exist, but they are rare beasts, say Ninety...
Ninety One 19th Jan 2023
Peter Harrison: COP15 has sent an unambiguous signal on the urgent need to value nature
COP15 has sent an unambiguous signal on the urgent need to value nature, says Schroders Group Chief Executive Peter Harrison.
Schroders 19th Jan 2023
Small but powerful
Ninety One Portfolio Manager Nicolas Jaquier explains how green, social, sustainable and sustainability-linked bonds could spur financing in emerging markets’ sustainable growth and developme...
Asia and energy transition
Capital allocators can’t ignore Asia’s role in new energy solutions. Andrew Keiller, Client Service Director, Baillie Gifford, explores the emerging energy opportunities in Asia.
Baillie Gifford 19th Jan 2023
Why ‘nature positive’ will be as big as net zero
Jenn-Hui Tan, Fidelity’s Global Head of Stewardship & Sustainable Investing, discusses the risk that biodiversity loss poses to investors.
Perspectives – Can markets have their cake and eat it?
Can markets have their cake and eat it? Premier Miton Multi Asset fund manager Anthony Rayner looks at the current contradictions in how markets are behaving across asset classes.
Premier Miton Investors 19th Jan 2023
Tax year end planning tools and resources
With changes to UK taxation, many allowances and thresholds will be cut or frozen in 2023/24 and so it is more important than ever that clients maximise their allowances before the end of the tax y...
Fidelity Adviser Solutions 16th Jan 2023
Baillie Gifford | Sustainable Corporate Bond Investing
Investment managers Torcail Stewart and Lucy Isles discuss the rel...
Baillie Gifford 16th Jan 2023
Why UK equities still offer attractive buying opportunities
Alex Wright, portfolio manager of Fidelity Special Situations & Special Values PLC, examines the out...
Fidelity International 13th Jan 2023
Getting real on sustainability
Sustainable investing has been challenged on many fronts of late, with uncertainty likely to persist. Global Head of Stewardship and Sustainable Investing, Jenn-Hui Tan, takes a...
Will traditional correlations reassert in 2023?
The poor performance of risk assets in 2022 was highly unusual, with a 60/40 portfolio of US assets endu...
Cloudy outlook?
Inflation, what central banks do (or don’t do) and the ongoing war in Ukraine… BNY Mellon Investment Management senior strategist Lale Akoner explores the challenges that markets might...
BNY Mellon Investment Management 13th Jan 2023
Fundamentals: US oil majors finally get serious about clean energy
Fidelity’s Paul Gooden, analyst and co-portfolio manager, discusses why we are set to see an acceleration in the energy transition as US oil majors finally start to invest more in renewables....
Perspectives - Earnings season is starting
With company earnings season on the way, Premier Miton multi asset fund manager David Jane, looks forward to a period when markets are provided greater clarity on the industries that may perform be...
Premier Miton Investors 13th Jan 2023
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