Article
Fidelity portfolio manager Min Zeng gives an insight into the current market climate and highlights how he identifies genuinely undervalued companies, rather than those that simply look cheap.
Article
Amid uncertainty, dispersion is increasing and more resilient businesses are beginning to stand apart. With these trends creating broader opportunities for selective investors, Fidelity explores the case for an active, research-driven global equities approach.
Article
Some normality has returned to UK gilt yields after inflationary pressures dipped and political fears eased.
Article
Aberdeen Investments highlights the key signals fixed income investors should watch as bonds continue to offer stability in uncertain markets.
Article
Rebecca McVittie, Investment Director, Fidelity Global Special Situations strategy, explains how diversification can enhance portfolio resilience while supporting long-term value creation for investors.
Article
Natural resources equities can mitigate vulnerability to equity market-regime shifts. Ninety One believes the asset class has distinct performance drivers that may complement existing equity allocations.
Article
Fidelity Adviser Solutions’ David Smith, National Platform Consultant, provides a breakdown of the FCA’s expectations and the key factors firms should consider.
Article
This paper by Ninety One explores why natural resources equities have historically provided a broader and more resilient source of returns compared with commodities.
Article
The decarbonisation investment universe is well-stocked with ‘heavy-asset, low-obsolescence’ companies that are well-placed to benefit from an investment supercycle. Ninety One takes a closer look.
Article
Baillie Gifford explains why more accessible, affordable protection products could become a major growth theme.