The Week
A wave of technology IPOs are coming to market. To what extent will they destabilise US markets?
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Market view: US equities: where focus meets opportunity
Despite ongoing macro volatility, Fidelity’s Stephen DuFour highlights how the diversity of the US market continues to offer focused opportunities for earnings growth across several key areas...
Concentration, conviction and why emerging markets still offer more than one story. Baillie Gifford tells us more.
Real estate: how can we reframe social value?
The question is no longer whether social value matters. The real question, says Aberdeen, is can it be delivered in a way that’s both meaningful and investable?
Frontiers and frontlines: notes from the road
From AI labs to SpaceX, Baillie Gifford’s US Growth team looks for signals beyond desk research alone.
Visible champions and invisible leaders
Ninety One’s research trip to China has reinforced that the energy transition and intelligent economy are accelerating – and investable.
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