The Week
The Week: A volatile week for the technology sector
There have been dramatic sell-offs in the technology sector as investors have started to fret about the durability of AI spending.
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Market view: Finding quality in emerging markets
Fidelity’s ETF team examine how emerging markets have performed this year, and discuss why now may be the time to combine quality and income in the search for disciplined, research-fuelled al...
Market view: The UK equity opportunity: it pays to be selective
The recent surge in M&A activity confirms that the UK market remains attractive, but after a strong run over the past 18 months, Ninety One believes that stock selection has become increasingly...
US-Iran conflict update: the “messy” part of the “resolution”
Recent days’ escalation over the Strait of Hormuz reinforces Fidelity’s view that a messy resolution is the most likely outcome to the conflict.
Baillie Gifford explains how tokenisation could simplify ownership records and speed up financial systems.
Private markets: a shift from momentum to selectivity
Private markets are changing fast. As valuation-led returns become less dependable, Aberdeen asks: where are returns coming from now?
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