Podcast
Capital Group | Beyond AI: investing in the physical economy
Brittain Ezzes, a portfolio manager for Capital Group Dividend Value ETF, shares her perspective on an unexpected rally this year among heavy-asset companies.
Topic
Analysis & opinion
Podcast
Ninety One | Credit investing in a higher-risk private market regime
Concerns around risk in private markets have prompted a reassessment of the asset class. Yet significant differences in underlying risk mean active investors can find shelter, quality and value in the broader public credit market.
Podcast
Ninety One | The new commodity order: geopolitics, AI, and the scramble for resources
A new commodity order is taking shape, defined by geopolitical fragmentation, electrification, supply constraints, regionalisation of energy and materials markets, and a reordering of global supply chains. Ninety One explains.
Video
China: the investment opportunity – panel discussion video #3
After several years out of favour, Chinese markets saw a resurgence in 2025. A broader reassessment of emerging market risks, combined with renewed enthusiasm around China’s technological progress – particularly following the launch of DeepSeek…
Video
Baillie Gifford | Navigating retirement income in volatile markets
Steven Hay, co-manager of the Baillie Gifford Monthly Income Fund, discusses aims to help investors draw a dependable monthly income through market ups and downs. Capital at risk and income not guaranteed.
Video
The Chinese economy unpacked – panel discussion video #2
At the beginning of March, China announced a new GDP growth target of 4.5–5% – its lowest on record and the first time since 1991 that the goal has fallen below the 5% mark. Despite…
Podcast
Ninety One | Is the Iran crisis an early 2020 moment for markets?
There are three parallels to the early 2020 dynamic that investors should note, according to Ninety One’s Sahil Mahtani, Director, Investment Institute.
Video
China’s relationship with the world – panel discussion video #1
Geopolitical tensions have long weighed on investors considering sustained exposure to Chinese markets, with shifting US policy and ongoing tariff concerns adding to the uncertainty. Yet, against an increasingly unpredictable US backdrop, China is beginning…
Video
Baillie Gifford | Emerging Markets, AI build and commodities
Investment specialists Philip Rae and Qian Zhang explore growth opportunities in the US, the Emerging Markets Growth Fund, and Accton’s role in the AI infrastructure buildout. Capital at risk
Video
Aberdeen Investments | Beyond commodities: investing in themes shaping the future
Aberdeen’s insightful webinar explores how thematic equity strategies, focused on Future Supply Chains, Future Minerals and Future Raw Materials are helping investors access the long-term forces reshaping the global economy, from energy transition and technological…