Ninety One | Energy, geopolitics, and markets: reflections from Miami
Sahil Mahtani, Director of Ninety One’s Investment Institute, and Paul Gooden, Portfolio Manager for Global Natural Resources, discuss Venezuela and broader energy themes following the Goldma...
Ninety One 28th Jan 2026
Capital Group | Building resilience into portfolios over the long term
Equity portfolio manager Aline Avzaradel discusses her approach to building resilient portfolios, shaped by experiences ranging from growing up during Brazil’s hyperinflation to investing thr...
Capital Group 28th Jan 2026
Capital Group | European utilities: unlocking growth in the grid revolution
Capital Group equity investment analyst and portfolio manager Bobby Chada outlines what European utilities companies can bring to a portfolio and why their traditional ‘boring’ label is...
Capital Group | 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.
Baillie Gifford | Smarter models, sharper founders: growth investing in the AI era
Baillie Gifford’s Kyle McEnery shares his approach to meeting the entrepreneurs building the future – including encounters with AppLovin, Anthropic, NVIDIA, Roblox and Reddit. Capital a...
Baillie Gifford 22nd Jan 2026
Ninety One | Venezuela: on the ground in Caracas with International Crisis Group
Ninety One’s Sahil Mahtani and Nicolas Jaquier are joined by Phil Gunson, Senior Analyst at the International Crisis Group, for an on-the-ground perspective on the rapidly evolving situation...
Ninety One 14th Jan 2026
Baillie Gifford | Emerging market companies leapfrogging western rivals
Baillie Gifford investment manager Alice Stretch explores disruptive businesses in Asia and Latin America.
Baillie Gifford 14th Jan 2026
Capital Group | Banking on the big picture: how patience can pay off
European banks have rallied, but is this just a fleeting moment or the beginning of a lasting trend? Join Capital Group’s Mike Gitlin and Alfonso Barroso as they piece together the bigger pic...
Capital Group 14th Jan 2026
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