The Week

The Week: The Mag7: a slow deflation looms

The end of the Mag7 bubble may be a slow deflation rather than a dramatic bang. 

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Latest Updates

Market view: Unique opportunities in global mid- and small-caps

The team behind Fidelity’s Global Future Leaders strategy highlight the unique investment opportunities to be found within the mid- and small-cap markets.

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Market view: UK real estate market outlook – Q1 2026

UK real estate looks set to deliver healthy returns in 2026. Aberdeen explains why.

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The forge of intelligence

From models to matter, Baillie Gifford investment manager John MacDougall explores the rise of physical AI. 

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Washington watch: outlook for the US midterm elections

Capital Group political economist Matt Miller discusses his outlook for the US midterm elections, along with other major events that are likely to shape the policy landscape in the new year.

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Crowding at the waterhole: finding winners beyond megacaps

Index crowding into megacaps can leave investors overexposed. Baillie Gifford believes that patient teams look beyond the obvious for winners.

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To read previous Analysis & Opinion articles, click here