Topic
Video
A series of “extraordinary” events has made the environment more challenging for growth stocks. But “this level of trepidation can’t go on forever”, says Baillie Gifford partner Stuart Dunbar in this latest episode, suggesting that…
Podcast
Capital Group equity investment analyst Timur Sugito breaks down the dynamics of the semiconductor industry and its impacts on the current AI boom.
Podcast
Long-term investing success comes from experience, humility and learning across market cycles – not short-term forecasting. Capital Group equity analyst Cyana Chilton shares why disciplined, dispassionate thinking matters, especially in moments of stress.
Podcast
Lisa Thompson, a portfolio manager for Capital Group New Geography Equity ETF, shares how her decades of experience covering emerging markets helped her get comfortable with uncertainty, volatility and cyclicality.
Podcast
Ninety One’s Paul Gooden, Head of Natural Resources, assesses the impact of the Strait of Hormuz’s closure.
Podcast
Ninety One’s Paul Gooden, Head of Natural Resources, explains why disruption is reverberating through oil and gas markets, how supply constraints are pushing prices higher, and the implications for energy markets.
Podcast
Extraordinary events have made markets wary – but that, says Baillie Gifford, is when conviction matters most.
Video
In this video series, Fidelity's Multi Asset team break down what’s changed in markets, what’s new, and what they’re watching next. Portfolio manager Chris Forgan highlights how recent geopolitical tensions underscore the importance of diversification, with…
Podcast
A new commodity order is taking shape, says Ninety One – it’s defined by geopolitical fragmentation, electrification, supply constraints, regionalisation of energy and materials markets, and a reordering of global supply chains.
Podcast
Before becoming a fixed income portfolio manager, the passion of Capital Group’s Shannon Ward was psychology. Today, she uses understanding people and behaviour to inform her investment strategies in high-yield bonds.