Article
Does a concentrated US demand a selective view?
Fidelity believes a more active approach to US equity investment could be needed.
Category
Partner Zone
Article
Resilience and divergence: emerging markets are forging ahead in a new era for investors
As war in the Middle East adds to a series of global supply shocks, Ninety One sees emerging markets showing growing resilience in an increasingly multipolar world.
Article
Scottish Mortgage Podcast: Affirm
Buy now, pay later is reshaping the way people spend. In the latest Scottish Mortgage podcast, fintech pioneer Max Levchin explains what's behind the shift and how AI could change shopping forever. Capital at risk.
Video
Baillie Gifford | Scottish Mortgage Podcast: Affirm
Buy now, pay later is reshaping the way people spend. In the latest Scottish Mortgage podcast, fintech pioneer Max Levchin explains what's behind the shift and how AI could change shopping forever. Capital at risk.
Podcast
Baillie Gifford | Scottish Mortgage Podcast: Affirm
Buy now, pay later is reshaping the way people spend. In the latest Scottish Mortgage podcast, fintech pioneer Max Levchin explains what's behind the shift and how AI could change shopping forever. Capital at risk.
Podcast
Capital Group | Skills that matter in an AI world
With AI-driven disruption reshaping the investing landscape, technical skills are now table stakes, according to Capital Group equity portfolio manager Michael Beckwith. So what drives effective long-term outcomes? Adaptability and judgment.
Podcast
Capital Group | Why today’s stock market calls for active management
What happens to markets when investing goes on “autopilot”? Capital Group Vice Chair Jody Jonsson explains how passive ownership can diminish price discovery — and why that matters in expensive, concentrated markets.
Article
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.
Article
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.
Article
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.