Article
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.
Category
Partner Zone
Article
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.
Video
Baillie Gifford | 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…
Podcast
Capital Group | A hunting dog mindset to investing
For Capital Group’s Harold La, it’s not about predicting the future, it’s about putting yourself in a position to see change early, build conviction and stay with it over time.
Article
Bond outlook: strong yields offer upside as risks linger
Capital Group’s Chitrang Purani, Damien McCann, and Timothy Ng assess the outlook for bond markets.
Article
Stock market outlook: 3 themes for the second half of 2026
Three equity market themes that Capital Group is focusing on for the remainder of the year and beyond.
Article
Growth hinges on Iran war, AI rollout
Global economic growth is coming under pressure due to the Iran war, rising oil prices and ongoing trade disputes, but one powerful engine is more than making up for it: AI-related investment spending.
Article
A wider pitch: lessons from the largest football World Cup in history
A 48-team World Cup gives more nations a seat at the table – but not on equal terms. Capital Group believes the same is true in markets.
Podcast
Ninety One | The bull case for emerging markets just got stronger
As global investors reassess their allocations, Ninety One sees emerging markets entering the second half of the year from a position of genuine strength.
Podcast
Baillie Gifford | Tokenisation: a better way to own what you own
Baillie Gifford considers why the blockchain-based technology represents an “operation system upgrade” for the investment industry.