Article
Private markets: a shift from momentum to selectivity
Private markets are changing fast. As valuation-led returns become less dependable, Aberdeen asks: where are returns coming from now?
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Analysis & opinion
Article
Rethinking value investing
A low multiple is not necessarily a sign of value. Ninety One believes genuine value arises when there is a gap between the market value of a company and its true intrinsic worth.
Article
The US$1.75 trillion question: an IPO that could change everything
With Anthropic and OpenAI now both filing confidentially for their own listings, Ninety One analyst Anton du Plooy considers what a wave of trillion-dollar AI debuts means for markets and investors.
Article
Closing the global “small-cap gap”
Fidelity’s Shah Badkoubei discusses why addressing the “small-cap gap” could improve diversification, resilience, and long term return potential in evolving markets.
Article
Three themes for the second half of 2026
Fidelity believes the remainder of 2026 is likely to be shaped by the interaction between inflation, policy, and geopolitics, an improving backdrop for selective emerging markets, and the continued strength of the AI investment cycle.
Article
Mega-caps, ecommerce and SAINTS
In this episode of Upfront, James Budden and James Dow discuss recent developments in Baillie Gifford's investment trusts, the case for active investing in concentrated markets, and Sea Limited's ecommerce growth in Southeast Asia. Capital…
Article
Why now is the time to revisit the case for US smaller companies
With valuations at historical lows and several fundamental factors creating a more supportive environment for US small-caps, Fidelity believes now could be an opportune time to revisit the case for the asset class.
Video
Baillie Gifford | Mega-caps, ecommerce and SAINTS
In this episode of Upfront, James Budden and James Dow discuss recent developments in Baillie Gifford's investment trusts, the case for active investing in concentrated markets, and Sea Limited's ecommerce growth in Southeast Asia. Capital…
Article
Rethinking income in changing markets
Fidelity addresses five common misconceptions about income – and discusses how an active approach can deliver for income-seeking investors across equities, credit and multi-asset.
Article
Capturing Asia’s structural winners through market cycles
Fidelity’s Teera Chanpongsang outlines why a long-term mindset continues to identify high-quality businesses with durable earnings profiles that are well positioned to deliver attractive returns over time.