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Scottish Mortgage Manager Insights: Tom Slater
From AI infrastructure and space-based connectivity to digital finance, Tom Slater reflects on a year defined by disruption and opportunity. Capital at risk.
Author: Deke Smith
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Mega-caps, ecommerce and SAINTS
In this episode of Upfront, James Budden and James Dow discuss recent developments in Baillie Gifford's investment trusts, the case for active investing in concentrated markets, and Sea Limited's ecommerce growth in Southeast Asia. Capital…
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Why now is the time to revisit the case for US smaller companies
With valuations at historical lows and several fundamental factors creating a more supportive environment for US small-caps, Fidelity believes now could be an opportune time to revisit the case for the asset class.
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Rethinking income in changing markets
Fidelity addresses five common misconceptions about income – and discusses how an active approach can deliver for income-seeking investors across equities, credit and multi-asset.
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Capturing Asia’s structural winners through market cycles
Fidelity’s Teera Chanpongsang outlines why a long-term mindset continues to identify high-quality businesses with durable earnings profiles that are well positioned to deliver attractive returns over time.
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Value investing: a persistent source of alpha
Fidelity’s investment experts delve into value investing and discuss Fidelity’s belief that research, intrinsic value, and long-term thinking can create opportunity in equity markets.
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Closing the global “small-cap gap”
Fidelity’s Shah Badkoubei discusses why addressing the “small-cap gap” could improve diversification, resilience, and long term return potential in evolving markets.
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Three themes for the second half of 2026
Fidelity believes the remainder of 2026 is likely to be shaped by the interaction between inflation, policy, and geopolitics, an improving backdrop for selective emerging markets, and the continued strength of the AI investment cycle.
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Rethinking value investing
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.
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2026 midyear investment outlook
Capital Group’s latest Outlook report offers actionable insights into global markets.