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The room marked ‘AI’
Concentration, conviction and why emerging markets still offer more than one story. Baillie Gifford tells us more.
Author: Deke Smith
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The Week: IPO fever
A wave of technology IPOs are coming to market. To what extent will they destabilise US markets?
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Life lessons: raising the next generation of investors
Teaching children about money goes far beyond encouraging them to save their pocket money. Introducing core concepts such as saving, spending and investing from an early age can help build financial confidence, equipping young people…
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European equities: an underappreciated source of global investment opportunity
Today’s European equity market represents a diversified, innovation-driven and globally connected opportunity set, says Capital Group, offering investors access to high-quality companies with competitive advantages, attractive valuations and long-term structural growth drivers.
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Geopolitics and the US midterms
In this Capital Group webinar, watch political economist Matt Miller and Reagan Anderson, SVP of government & regulatory affairs, take a look at election year markets.
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Why AI will transform, not replace, your job
For many of Capital Group’s economists and portfolio managers, AI is seen more as a long-term job creator than a job destroyer.
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How might Kevin Warsh steer the Fed?
The path to lower US interest rates has become less clear, says Capital Group, raising the stakes for both policy decisions and market expectations.
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A new regime begins at the Fed
As Kevin Warsh joins the Fed, advocating a dovish inflation stance, Fidelity asks: will the committee adopt his approach?
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How do Enhanced Index portfolios stay on course?
Dynamic risk management – the quiet force that sets Aberdeen's Enhanced Index process apart.
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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.