Capital Group | Follow the research, not the crowd
After more than 30 years as a fixed income portfolio manager, Capital Group’s David Hoag has learned to trust the experts and not “invent your own wheel.”
Capital Group 27th Jul 2026
Capital Group | 2026 midyear outlook
Markets remain resilient despite geopolitical tensions, elevated inflation and policy uncertainty. Capital Group’s Martin Jacobs and Chitrang Purani explore what’s driving markets today...
Ninety One | Lessons from Latin America’s elections extend far beyond the ballot
Recent election results point to a political pivot with positive implications for debt markets. Dynamics in this key region are reflective of broader shifts across the maturing EM debt market.
Ninety One 21st Jul 2026
Ninety One | The music is still playing. But for how long?
As AI euphoria drives markets to historic concentration levels, Ninety One addresses the question every investor should be considering: how much longer can the music play?
Ninety One 15th Jul 2026
Fidelity International | Fidelity Answers: where should I look if I need to play defence?
There is a rotation happening here, but it may not be the one you think.
Fidelity International 15th Jul 2026
Capital Group | Balancing act: investing amid the AI boom and the Iran war
Capital Group portfolio manager Paul Benjamin shares his thoughts on maintaining a balanced portfolio at a time when the world seems so unbalanced.
Capital Group 15th Jul 2026
Capital Group | A hunting dog mindset to investing
For Capital Group’s Harold La, it’s not about predicting the future, it’s about putting yourself in a position to see change early, build conviction and stay with it over time. Capital Group 30th Jun 2026
For Capital Group’s Harold La, it’s not about predicting the future, it’s about putting yourself in a position to see change early, build conviction and stay with it over time.
Capital Group 30th Jun 2026
Ninety One | The bull case for emerging markets just got stronger
As global investors reassess their allocations, Ninety One sees emerging markets entering the second half of the year from a position of genuine strength.
Ninety One 30th Jun 2026
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