Going global for resilient income
After more than a decade of low yields, investors are facing a world of higher coupons and also risks. Fidelity discusses why these dynamics call for an approach that can balance opportunity with r...
Fidelity International 5th Nov 2025
Navigating market extremes
As a contrarian investor, Dmitry Solomakhin, portfolio manager of the long-short Fidelity FAST Global Fund, discusses how shifting structures are influencing market dynamics and shares his latest v...
The longevity revolution: preparing for a new reality
The longer we live, the more value we can create – if we invest wisely. Fidelity International explores the challenges and the opportunities.
A new era of global savings scarcity?
Amid mounting fiscal strains and renewed trade tensions, Mike Riddell, portfolio manager of the Fidelity Strategic Bond Fund, assesses the evolving macroeconomic landscape.
Debt, discipline and déjà vu in credit markets
Fidelity fixed income portfolio manager Shamil Gohil outlines why vigilance is essential and for fixed income investors, maintaining defensive positioning remains prudent as the cycle matures.
30 years of Fidelity MoneyBuilder Corporate Bond
30 years since the launch of Fidelity MoneyBuilder Corporate Bond, the portfolio managers that shaped its journey come together to reflect on the Fund’s origins and offer their perspect...
Are we in an AI bubble?
Capital Group’s Chris Buchbinder believes it’s probably too early to let the risk of bubble trouble overcome the compelling opportunities presented by this powerful new technology.
Capital Group 5th Nov 2025
Capital Group | Learning to thrive in unpredictable markets
In her 31 years with Capital Group, portfolio manager Lisa Thompson has learned a few important lessons. She speaks with Mike Gitlin about navigating unpredictable markets and finding value where o...
Capital Group 4th Nov 2025
Interest rate update: Signs of division
US interest rates fell to their lowest level since November 2022 at the Federal Open Market Committee’s (FOMC’s) October meeting.
Adviser-Hub 4th Nov 2025
Baillie Gifford | Where obsession meets opportunity: Japan’s ‘overlooked’ small caps
From AI-augmented weather forecasts to helping people with disabilities get hired, Baillie Gifford explores some of Japan’s most innovative growth companies.
Baillie Gifford 4th Nov 2025
Fidelity International | Fidelity Answers: how to reimagine investing for an ageing world?
This month’s Fidelity Answers gets its teeth into one of our industry’s red button issues: how we all deal with the financial pressures of a longer lifespan.
Fidelity International 4th Nov 2025
Capital Group | US versus non-US equities: is the tide turning?
Capital Group portfolio managers Diana Wagner and Chris Thomsen explore what’s driving global markets and how investors can adapt.
Macro Brief: Can Korea follow in Japan’s footsteps to unlock shareholder value?
Over the past decade, shareholder returns in Asia have lagged the US, highlighting the need for change. Korea launched the Corporate Value-Up Program in 2024, designed to align corporate practices...
Investing in unstoppable trends
Veteran portfolio manager Mark Casey shares insights into how and why he looks for investment opportunities in what he considers to be unstoppable market trends.
The Week: AI bubble? The jury is still out
Tech earnings do little to settle the debate over whether AI stocks are overvalued.
Adviser-Hub 30th Oct 2025
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