The Week
The Week: Are emerging markets really diversifying?
Emerging markets are losing their status as a diversifier, as they go all-in for AI.
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2026 midyear investment outlook
Capital Group’s latest Outlook report offers actionable insights into global markets.
A low multiple is not necessarily a sign of value. Ninety One believes genuine value arises when there is a gap between the market value of a company and its true intrinsic worth.
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?
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