The Week: Safety-first has been a disaster
Risk aversion has been a bad strategy for investors, but they need to be cautious about reversing it now.
Adviser-Hub 10th Sep 2026
Welcome Back, Balanced Portfolio
Balanced portfolios are back: Higher bond yields are restoring fixed income’s role as both a potential source of income and a powerful diversifier.
PIMCO 10th Sep 2026
How a K-Shaped Economy Affects Opportunities in Asset Based Finance
With resilience concentrated among wealthier households, investors should prioritize quality and structure across consumer-linked ABF investments.
How to Stop Chasing Headlines and Build More Resilient Portfolios
In this episode of Fixing Your Interest, Marc Seidner, PIMCO's CIO of Non-Traditional Strategies, joins Tina Adatia to discuss the forces shaping markets today, from geopolitical uncertainty an...
Where Income Meets Resilience
Higher starting yields are creating opportunities across global fixed income. Group CIO Dan Ivascyn explains why quality, liquidity, and global diversification can be key to building portfolio resi...
Income Strategy Update: Where Income Meets Resilience
Group CIO Dan Ivascyn explains why resilience, quality, and global diversification matter more than reaching for risk amid geopolitical conflict, credit stress, and the AI boom.
Emerging markets: enough is not enough
Baillie Gifford’s Mike Gush explains why emerging markets’ growing role in global growth, manufacturing and innovation, means investors may need to rethink their allocations. Capital at...
Baillie Gifford 10th Sep 2026
Global updates: Global bond selloff
Global bond yields surged during August, fuelled by concerns over inflation, government indebtedness, and AI spending.
Adviser-Hub 9th Sep 2026
Market briefings looking back at August
A selection of articles, written by our expert investment writers that cover the markets looking back through August.
UK market updates: Gilt yields surge
The FTSE 100 Index underperformed many of its major global counterparts during August. The blue-chip index’s performance was dampened partly by weakness in commodity-related and banking secto...
Capital Group | NFL Colts quarterback Daniel Jones on quiet leadership
Daniel Jones shares with Capital Group why authenticity, consistency, and earning trust every day have shaped both his career and his approach to leading others.
Capital Group 8th Sep 2026
What higher interest rates could mean for stocks and bonds
Bonds have been anything but boring this summer. Capital Group explores whether recent volatility signals a looming crisis or a broader shift to a world of higher interest rates.
Baillie Gifford | The new shape of European growth
Polish fashion, Greek banks, German cookers: discover why Baillie Gifford’s European portfolios now hold a broader range of companies.
Baillie Gifford 8th Sep 2026
Capital Group | Market leadership: US vs international stocks
Capital Group portfolio managers Lisa Thompson and Diana Wagner discuss the merits of US, international and emerging markets stocks. So far this year, emerging markets are winning, but can that con...
Market view: Riding the next wave of US earnings growth
Stephen DuFour, portfolio manager of the FF2 - Focused Stock Fund, reviews the shifting dynamics in the US equity market and reveals three areas that offer particularly compelling opportunities in...
Fidelity International 4th Sep 2026
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