Topic
Article
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
Capital Group’s latest Outlook report offers actionable insights into global markets.
Article
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
Emerging markets are losing their status as a diversifier, as they go all-in for AI.
Podcast
For Capital Group’s Harold La, it’s not about predicting the future, it’s about putting yourself in a position to see change early, build conviction and stay with it over time.
Article
Aberdeen’s MyFolio approach to risk, diversification and long-term outcomes.
Article
Capital Group has have identified four key forces shaping credit markets in the near term: energy and geopolitics, fragile global growth, AI, and rate volatility driven by central bank divergence.
Podcast
As global investors reassess their allocations, Ninety One sees emerging markets entering the second half of the year from a position of genuine strength.
Article
Global economic growth is coming under pressure due to the Iran war, rising oil prices and ongoing trade disputes, but one powerful engine is more than making up for it: AI-related investment spending.
Podcast
Baillie Gifford considers why the blockchain-based technology represents an “operation system upgrade” for the investment industry.