Ninety One | Boots on the ground: a different perspective on the IMF Spring Meetings
Three members of Ninety One’s EM Debt team went to Washington, DC – they shared their highlights and pointers for investors, including a behind-the-scenes perspective on this important...
Ninety One 5th May 2026
Ninety One | Hidden GEMs: why the oil shock could accelerate the energy transition
Oil shocks don’t just disrupt, says Ninety One – they accelerate change. Higher prices and energy insecurity are fast-tracking the shift to electrification and clean technology, led by...
Baillie Gifford | The big squeeze: when bottlenecks work to your advantage
When demand outstrips supply, Baillie Gifford believes companies that sit astride the pinch point can gain an enduring advantage.
Baillie Gifford 5th May 2026
Fidelity International | The Investor’s Guide to Asia: Three investable ideas that caught a fund manager's eye
In this episode of The Investor’s Guide to Asia, fund manager Dale Nicholls shares opportunities that Fidelity analysts helped identify in robotics, China small caps, and rare earths, and how...
Fidelity International 5th May 2026
Capital Group | How GM’s Chair and CEO is redefining what’s possible at a legacy company
How does General Motors Chair and Chief Executive Officer Mary Barra lead transformation at scale, all while technology is rewriting the playbook?
Capital Group 5th May 2026
Capital Group | Investing after the Iran war ends
Capital Group portfolio manager Steve Watson shares his thoughts on investing in global equity markets at a time when the world is getting to be a more dangerous place.
Capital Group | Beyond AI: investing in the physical economy
Brittain Ezzes, a portfolio manager for Capital Group Dividend Value ETF, shares her perspective on an unexpected rally this year among heavy-asset companies.
Capital Group 22nd Apr 2026
Ninety One | Credit investing in a higher-risk private market regime
Concerns around risk in private markets have prompted a reassessment of the asset class. Yet significant differences in underlying risk mean active investors can find shelter, quality and value in...
Ninety One 22nd Apr 2026
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