Ninety One | The physical reality of an oil shock
Ninety One’s Paul Gooden, Head of Natural Resources, assesses the impact of the Strait of Hormuz’s closure.
Ninety One 25th Mar 2026
Ninety One | Oil shock: when geopolitics shuts the taps
Ninety One’s Paul Gooden, Head of Natural Resources, explains why disruption is reverberating through oil and gas markets, how supply constraints are pushing prices higher, and the implicatio...
Baillie GIfford | The case for growth in uncertain times
Extraordinary events have made markets wary – but that, says Baillie Gifford, is when conviction matters most.
Baillie Gifford 25th Mar 2026
Capital Group | Inside the AI supply chain
Capital Group equity investment analyst Timur Sugito breaks down the dynamics of the semiconductor industry and its impacts on the current AI boom.
Capital Group 25th Mar 2026
Capital Group | You can’t model human behaviour
Long-term investing success comes from experience, humility and learning across market cycles – not short-term forecasting. Capital Group equity analyst Cyana Chilton shares why disciplined,...
Capital Group | Adventures in emerging markets investing
Lisa Thompson, a portfolio manager for Capital Group New Geography Equity ETF, shares how her decades of experience covering emerging markets helped her get comfortable with uncertainty, volatility...
Ninety One | The new commodity order: geopolitics, AI and the scramble for resources
A new commodity order is taking shape, says Ninety One – it’s defined by geopolitical fragmentation, electrification, supply constraints, regionalisation of energy and materials markets...
Ninety One 10th Mar 2026
Ninety One | War in the Gulf
War in the Middle East has brought a longstanding geopolitical faultline into focus. The key question, says Ninety One, is whether this episode remains contained or escalates into a shock with glob...
Tags
Sign up to our Hub News E-Newsletter
