Article
A unique market moment and the case for active judgement
As this concentration grows amid investor euphoria, Capital Group’s Martin Romo believes the winners of this current period will need to be both bold and humble.
Category
Partner Zone
Article
European construction: Green shoots of growth?
Construction activity in Europe is poised for a gradual recovery. Here, Capital Group lays out three key considerations when investing in European cement and steel industries.
Article
America at 250 in six charts
At 250, the US economy remains the envy of the world, even as the global system undergoes dramatic changes. Six charts from Capital Group highlight its journey so far – and where it may be…
Video
Fidelity International | Market minutes – Positioning beyond the AI rally
Technology and AI continue to drive markets, but concentration risks are growing. Chris Forgan explains how we're positioning portfolios for a broader market rally.
Podcast
Ninety One | The music is still playing. But for how long?
As AI euphoria drives markets to historic concentration levels, Ninety One addresses the question every investor should be considering: how much longer can the music play?
Podcast
Fidelity International | Fidelity Answers: where should I look if I need to play defence?
There is a rotation happening here, but it may not be the one you think.
Video
Aberdeen Investments | Powering the future: What’s shaping global infrastructure today?
Aberdeen Investments explain the forces driving infrastructure equity for investors.
Article
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.
Article
The US$1.75 trillion question: an IPO that could change everything
With Anthropic and OpenAI now both filing confidentially for their own listings, Ninety One analyst Anton du Plooy considers what a wave of trillion-dollar AI debuts means for markets and investors.
Video
Baillie Gifford | Scottish Mortgage Podcast: In Conversation with Gopuff’s Co-Founder
From late-night convenience to everyday essentials, Gopuff is rethinking how people shop. Scottish Mortgage has backed Gopuff since 2021 – and in the latest episode of Invest in Progress, co-founder Yakir Gola discusses the company's…