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.
Category
Partner Zone
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.
Podcast
Fidelity International | The Investor’s Guide to Asia: the ‘haves’ and ‘have-nots’
Fidelity’s George Efstathopoulos and Terrence Pang discuss how energy security and the AI capex cycle are reshaping Asia into a more fragmented investment landscape.
Article
Resilience by design: multi-asset portfolios for volatile markets
A look at the benefits of deliberate, long-term multi-asset portfolio construction.
Article
Climate realism: why infrastructure investing needs a policy lens
A more realistic view of how investors can support decarbonisation.
Article
Global infrastructure: Why a selective approach matters
As the infrastructure universe expands, investors must look beyond broad labels and test whether assets still offer the characteristics that make infrastructure attractive.
Video
Aberdeen Investments | Emerging markets: a heritage built through every cycle
Aberdeen’s panel discuss navigating EM volatility through cycles, supply-chain resilience and a diversified, all-cap approach.
Video
Aberdeen Investments | Fixed income outlook: finding opportunity in uncertainty
Aberdeen examines the repercussions of recent global events including in the Middle East, with a focus on how these developments are influencing economic growth and inflation, as well as shaping the trajectory of global monetary…