Category
Podcast
Lisa Thompson, a portfolio manager for Capital Group New Geography Equity ETF, shares how her decades of experience covering emerging markets helped her get comfortable with uncertainty, volatility and cyclicality.
Video
At the latest Scottish Mortgage webinar, portfolio director Claire Shaw was joined by investment managers Tom Slater and Lawrence Burns to answer shareholder questions.
Video
In this video series, Fidelity's Multi Asset team break down what’s changed in markets, what’s new, and what they’re watching next. Portfolio manager Chris Forgan highlights how recent geopolitical tensions underscore the importance of diversification, with…
Podcast
War in the Middle East has brought a longstanding geopolitical faultline into focus. The key question, says Ninety One, is whether this episode remains contained or escalates into a shock with global economic consequences.
Podcast
Before becoming a fixed income portfolio manager, the passion of Capital Group’s Shannon Ward was psychology. Today, she uses understanding people and behaviour to inform her investment strategies in high-yield bonds.
Podcast
Equity investment analyst Drew Macklis discusses how Capital Group is seeking an edge in analysing the ever-growing world of AI.
Podcast
Capital Group equity analyst Darren Peers shares his outlook for oil prices. With rising geopolitical uncertainty in Iran and Venezuela, Darren discusses how these events are affecting the global energy market.
Podcast
A new commodity order is taking shape, says Ninety One – it’s defined by geopolitical fragmentation, electrification, supply constraints, regionalisation of energy and materials markets, and a reordering of global supply chains.
Podcast
Sophie Earnshaw, investment manager on Baillie Gifford’s China Equities Team, examines China’s new generation of growth companies. She explains why innovation – not imitation – is driving long-term opportunities for patient investors.
Podcast
In a company as massive as Amazon, fostering a culture of speed and innovation is a difficult task. But CEO Andy Jassy says the secret is being customer obsessed.