Notes from the road: something for everyone in Latin America
Whether it’s the strong structural story of Brazil or the alpha potential from Argentina’s reforming economy, Ninety One’s Nicolas Jaquier finds a compelling case for these two co...
Ninety One 24th Apr 2024
A new capex supercycle: driving powerful and transformative growth
Over the next decade, a combination of the energy transition, nearshoring, geopolitics, demographics, technology and public investment spending could trigger a capex supercycle.
Net-zero investing: searching for returns and real-world change
This paper sets out how we can evolve the approach to net-zero investing to achieve the dual objectives of delivering decarbonisation in the real economy while optimising returns for clients and be...
Blue bonds - what’s all the comm-ocean?
Blue bonds are at a nascent stage of development, but have the potential to direct capital to conserve marine ecosystems and mitigate the significant environmental and economic risks associated wit...
Fidelity International 23rd Apr 2024
Net-zero stewardship: an engagement-led approach to decarbonisation
Active ownership is a key part of meeting net-zero goals. abrdn discusses how to help companies on their decarbonisation journey.
Aberdeen Investments 23rd Apr 2024
Baillie Gifford | Baillie Gifford American Fund webinar: where to next?
Fraser Thompson, Investment Specialist Director, and Gary Robinson, Investment Manager and Partner, discuss the future of US growth investing and how they seek out companies that are positioning th...
Baillie Gifford 23rd Apr 2024
Investing in UK water: money down the drain?
Despite the headlines, not all UK water companies share the same challenges, creating opportunities for discerning investors to pick up attractive assets at undemanding valuations. Setting a runway...
Magnificent Seven or bust?
The US economy has continued to defy expectations. Rising interest rates have made little dent in the country’s GDP trajectory, with a buoyant jobs market supporting consumer spending. Howeve...
Adviser-Hub 23rd Apr 2024
Transitional tax-free amount certificates
Where clients have accessed pension savings prior to 6 April 2024 and have therefore used part or all of their lifetime allowance, the lump sum allowance (LSA) and lump sum and death benefit allowa...
Fidelity Adviser Solutions 22nd Apr 2024
Market view: Asian stocks enter the dividend age
Asia has long been chiefly a growth story for investors – Fidelity portfolio managers Jochen Breuer and Lynda Zhou examine the case for Asian dividends.
Fidelity International 18th Apr 2024
Market view: Emerging markets: why the asset class is worth the "bother"
Faced with their critics, emerging markets continue to show significant potential in the second quarter and beyond, says abrdn.
Aberdeen Investments 18th Apr 2024
Are investors missing the vulnerabilities in the US economy?
Adviser-Hub 18th Apr 2024
abrdn | Following cashflows from China to Chile
The latest episode of abrdn’s Emerging Market Equities Podcast explores the world of emerging markets through an income lens.
Baillie Gifford | Scottish Mortgage: your questions answered
From the recent buyback announcement, to private company valuations and areas of growth in the portfolio, Scottish Mortgage managers Tom Slater and Lawrence Burns answer the questions put to them b...
Baillie Gifford 18th Apr 2024
Why Scottish Mortgage favours founder-led companies
Companies led by their creators offer big advantages for long-term investors: an inspirational vision plus the ability to push through radical change. Tom Slater, manager of Scottish Mortgage Inves...
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