Article
May 2026 EMD review and outlook: resilience amid shifting geopolitics
Our monthly summary of emerging market debt developments and the outlook.
Topic
Market insights
Article
Market briefings looking back at May
A selection of articles, written by our expert investment writers that cover the markets looking back through May.
Article
Global updates: AI enthusiasm buoys global markets
Global equity markets generally rose during May, boosted by continuing demand for AI-related stocks.
Article
UK market review: Pressure points
The backdrop remained challenging for UK investors during May, and sentiment was damped by persistent geopolitical tensions, rising domestic political uncertainties, a wider focus on AI-related stocks, and concerns over inflationary pressures.
Podcast
Capital Group | Why today’s stock market calls for active management
What happens to markets when investing goes on “autopilot”? Capital Group Vice Chair Jody Jonsson explains how passive ownership can diminish price discovery — and why that matters in expensive, concentrated markets.
Article
The Week: Gilts return to normal, but for how long?
Some normality has returned to UK gilt yields after inflationary pressures dipped and political fears eased.
Podcast
Fidelity International | The Investor’s Guide to Asia: Three investable ideas that caught a fund manager’s eye
In this episode of The Investor’s Guide to Asia, fund manager Dale Nicholls shares opportunities that Fidelity analysts helped identify in robotics, China small caps, and rare earths, and how they translated into portfolios.
Podcast
Capital Group | How a neuroscientist invests in biopharma
Capital Group equity analyst Laura Nelson Carney uses her PhD in neuroscience to help spot medical innovation around the world.
Podcast
Fidelity International | Fidelity Answers: what impact is the Middle East conflict having on industry?
The impact of the Middle East conflict is spreading through the global economy. The latest Fidelity Answers podcast hears what Fidelity’s analysts are saying about the effects on companies and supply chains.
Podcast
Capital Group | All that glitters: what’s driving up gold prices?
Three Capital Group portfolio managers offer their views on gold and what it means for your investment portfolio.