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...
Capital Group | The psychology of building portfolios to withstand any cycle
Before becoming a fixed income portfolio manager, the passion of Capital Group’s Shannon Ward was psychology. Today, she uses understanding people and behaviour to inform her investment strat...
Capital Group 10th Mar 2026
Capital Group | How to find generational AI businesses – the ‘move 37’ moment
Equity investment analyst Drew Macklis discusses how Capital Group is seeking an edge in analysing the ever-growing world of AI.
Capital Group | Black gold: the outlook for oil prices
Capital Group equity analyst Darren Peers shares his outlook for oil prices. With rising geopolitical uncertainty in Iran and Venezuela, Darren discusses how these events are affecting the global e...
Baillie Gifford | China’s new growth leaders: inventing, not copying
Sophie Earnshaw, investment manager on Baillie Gifford’s China Equities Team, examines China’s new generation of growth companies. She explains why innovation – not imitation &nda...
Baillie Gifford 24th Feb 2026
Capital Group | Amazon CEO on leadership, innovation and customer obsession
In a company as massive as Amazon, fostering a culture of speed and innovation is a difficult task. But CEO Andy Jassy says the secret is being customer obsessed.
Capital Group 24th Feb 2026
Capital Group | Rob Lovelace on the year ahead (2026 edition)
Capital Group portfolio manager Rob Lovelace, principal investment officer of New Perspective Fund, discusses his outlook for the global equity markets in 2026 and beyond.
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