Ninety One | Is the Iran crisis an early 2020 moment for markets?
There are three parallels to the early 2020 dynamic that investors should note, according to Ninety One’s Sahil Mahtani, Director, Investment Institute.
Ninety One 7th Apr 2026
Fidelity International | Fidelity Answers: what impact is the Middle East conflict having on industry?
The impact of the Middle East conflict is spreading through the global economy. The latest Fidelity Answers podcast hears what Fidelity’s analysts are saying about the effects on companies an...
Fidelity International 7th Apr 2026
Capital Group | All that glitters: what’s driving up gold prices?
Three Capital Group portfolio managers offer their views on gold and what it means for your investment portfolio.
Capital Group 7th Apr 2026
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,...
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