The Week: the long-awaited revival in the UK stock market
The unloved UK market has seen a revival in recent months as investors have looked to counterbalance the AI trade.
Adviser-Hub 22nd Oct 2026
Fidelity International | Market Minutes: Tech resilience
Fidelity’s Caroline Shaw explores technology’s market dominance, interest rate expectations and the importance of diversification, highlighting key opportunities and risks as portfolio...
Fidelity International 22nd Oct 2026
Is your portfolio as diversified as you think?
Investment manager Sally Greig explores how the Baillie Gifford Monthly Income Fund uses emerging market bonds to access differentiated sources of income and strengthen portfolio diversification. C...
Baillie Gifford 21st Oct 2026
Re-imagining value-add real estate: how energy is reshaping European logistics
As energy costs rise and power becomes increasingly constrained, reducing energy demand is creating a new source of value within real estate. Fidelity explains.
Fidelity International 21st Oct 2026
Weighing passive and active approaches to EM debt investing
Ninety One outlines the key considerations – relating to returns, fees and benchmark construction – behind its view that passive approaches are sub-optimal for EM debt investors.
Ninety One 21st Oct 2026
Motorola: an integral player in critical communications
Over time, Motorola has transformed itself into a provider of critical communication networks for emergency services globally. Ninety One’s Paul Jones explains why this makes the company an i...
The UK equity opportunity: buy the trough of the capital cycle
Ninety One believes prospective returns from here look attractive, meaning that any buyers in the trough of this cycle could be well rewarded.
PIMCO | Monetary policy through the lens of financial conditions
Macro Signposts highlights takeaways from the data analysis conducted by PIMCO’s team of economists and other experts.
PIMCO 20th Oct 2026
Capital Group | Will ‘Grand Theft Auto VI’ turbocharge the gaming industry?
Capital Group equity analyst Nathan Meyer shares his outlook for the video games industry ahead of potentially the biggest game launch in history.
Capital Group 20th Oct 2026
Finding opportunity amid market crosscurrents
Fidelity Adviser Solutions' latest Investment Outlook explores the key forces shaping portfolios today, highlighting opportunities across equities, bonds and alternatives, and why diversificati...
Fidelity Adviser Solutions 20th Oct 2026
Ninety One | Talking EM equities
Ninety One’s trip to the US over the summer highlighted strong interest in EM equities, but also flagged important questions about investing in this dynamic and recently underexplored part of...
Ninety One 20th Oct 2026
Baillie Gifford | Emerging markets: when the crowd gets it wrong
From gigantic ships to secretive chip designers – discover how Baillie Gifford spots growth potential that they think is mispriced.
Baillie Gifford 20th Oct 2026
Fidelity International | Fidelity Answers: is a turning point coming for fixed income?
This month’s Fidelity Answers podcast makes the case for a different reading of investment in interest rate returns.
Fidelity International 20th Oct 2026
Capital Group | Why Asian credit deserves a closer look
Why should investors pay attention to Asian credit? Capital Group Singapore-based fixed income analyst Debbie Leow explains how the asset class can offer diversification, income potential and a dif...
Aberdeen Investments | How high could central bank interest rates go?
After years of falling interest rates, central banks are changing course. Aberdeen’s Paul Diggle explores what’s driving the shift.
Aberdeen Investments 20th Oct 2026
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