Capital Group | Stress testing AI Bulls vs. Bears
Capital Group equity portfolio manager Chris Buchbinder and economist Jared Franz stress test the bull and bear cases for AI.
Capital Group 21st May 2026
Capital Group | From medicine to markets: Long-term biotech investing
Physician turned Capital Group equity analyst Dr Judith Finegold explains how her clinical experience helps assess drug pipelines, clinical trials and long-term risk in biotech investing – we...
Ninety One | Making sense of recent market moves
Risks relating to the US private market and AI disruption have driven big moves in credit markets this year. Ninety One’s Co-head of Developed Market Credit Justin Jewell and Investment Direc...
Ninety One 19th May 2026
Ninety One | Visible champions and invisible leaders
A research trip to China by Ninety One has reinforced that the energy transition and intelligent economy are accelerating – and investable.
Baillie Gifford | Scottish Mortgage podcast: Enveda
Founder and chief executive Viswa Colluru tells Scottish Mortgage manager Tom Slater how the AI-enabled business is pursuing a trillion-dollar opportunity.
Baillie Gifford 19th May 2026
Aberdeen Investments | Who's winning the AI race – and does it matter?
Aberdeen explores how the US and China are competing in AI, from models and semiconductors to power grids and government strategy, and asks whether it’s really a race at all – or someth...
Aberdeen Investments 19th May 2026
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...
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