Article
The Week: Hormuz Strait: déjà vu all over again
Tensions in the Middle East have resumed, kicking off a long summer of financial market uncertainty.
Topic
Analysis & opinion
Article
US-Iran conflict update: the “messy” part of the “resolution”
Recent days’ escalation over the Strait of Hormuz reinforces Fidelity’s view that a messy resolution is the most likely outcome to the conflict.
Podcast
Capital Group | Balancing act: investing amid the AI boom and the Iran war
Capital Group portfolio manager Paul Benjamin shares his thoughts on maintaining a balanced portfolio at a time when the world seems so unbalanced.
Article
European construction: Green shoots of growth?
Construction activity in Europe is poised for a gradual recovery. Here, Capital Group lays out three key considerations when investing in European cement and steel industries.
Article
A unique market moment and the case for active judgement
As this concentration grows amid investor euphoria, Capital Group’s Martin Romo believes the winners of this current period will need to be both bold and humble.
Article
America at 250 in six charts
At 250, the US economy remains the envy of the world, even as the global system undergoes dramatic changes. Six charts from Capital Group highlight its journey so far – and where it may be…
Podcast
Ninety One | The music is still playing. But for how long?
As AI euphoria drives markets to historic concentration levels, Ninety One addresses the question every investor should be considering: how much longer can the music play?
Podcast
Fidelity International | Fidelity Answers: where should I look if I need to play defence?
There is a rotation happening here, but it may not be the one you think.
Video
Aberdeen Investments | Powering the future: What’s shaping global infrastructure today?
Aberdeen Investments explain the forces driving infrastructure equity for investors.
Article
What is tokenisation?
Baillie Gifford explains how tokenisation could simplify ownership records and speed up financial systems.