HSBC
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Mid cap companies occupy unique position in investment landscape
Sagar Thanki, Co-Portfolio Manager of the Guinness Global Quality Mid Cap Fund, comments on the opportunities in the global mid-cap market. The prevailing…
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What’s behind Buffett’s billion-dollar Japan bet?
In March this year, Warren Buffett’s Berkshire Hathaway announced it would pay $1.8 billion to take a 2.49% stake in Tokio Marine,…
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Fidelity remains constructive on equities for H2
Global markets have shown remarkable resilience in the face of geopolitical turmoil, rising energy prices and increasing inflation concerns, according to Fidelity International’s (“Fidelity”) Mid-Year…
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Emerging markets are not what they used to be, neither should their allocation
For decades, investing in emerging markets (EMs) followed a predictable playbook: track local politics and economies, commodity cycles and identify companies with…
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Aberdeen: The new normal in fixed income?
Short-dated UK government and corporate bonds have demonstrated significantly lower volatility and more resilient performance than broader fixed income markets during recent…
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SEI introduces technology and AI to boost investment manager efficiency
SEI today announced a significant investment in the technology roadmap for public and private market investment managers with the introduction of an…
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1/4 UK retail investors use AI to support financial decisions
UK retail investors are increasingly turning to generative AI tools such as ChatGPT to help inform investment decisions, with almost a quarter…
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SMEs and AI pioneers drive global expansion
Global expansion was once the exclusive playground of FTSE 100 giants. Today, however, a massive structural shift is underway. New research from…
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Generali Investments sets out European Active ETFs plans
Generali Investments will launch its first active exchange-traded funds (ETFs) for investors in Europe later this year, marking an expansion of its…
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RBC Wealth Management shares midyear outlook
RBC Wealth Management’s Global Portfolio Advisory Committee has published its Global Insight 2026 Midyear Outlook, providing analysis of the key headwinds and…
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How to boost client outcomes with fixed income
Fixed income is once again an asset class where skill, selectivity and strategic thinking can make a meaningful difference to eventual client…
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MFS IM: Expect the Fed to stay put this week
Kish Pathak, Fixed Income Research Analyst & Erik Weisman, Chief Economist & Portfolio Manager of MFS Investment Management have shared their collective…
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Candriam: De-escalation reinforces the case for Emerging Markets
In response to the announcement of the Iran/US deal, Candriam’s Head of Emerging Markets, Paulo Salazar looks at the impact on EM…
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PGIM: A hotter US economy may bring a more hawkish Fed
Daleep Singh, Chief Global Economist & Robert Sockin, chief US economist at PGIM, share their insights on the US economy, assessing the…
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Markets rally as Iran peace deal eases inflation fears
Markets have rallied after the US and Iran agreed a framework peace deal, easing concerns over energy supply and inflation. Meanwhile, interest…
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SpaceX IPO: Expert warns of bubble risk as demand tops $150 billion
New sources say the SpaceX IPO deal is now running around two times oversubscribed, with investor demand estimated at $150 billion against…
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Neuberger: What Kevin Warsh’s first meeting could mean for markets
In this Q&A, Joseph Purtell, portfolio manager at Neuberger, weighs in on the appointment of Kevin Warsh as the new US Federal…
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Hargreaves Lansdown: Iran deal lifts equity markets
Matt Britzman, senior equity analyst, Hargreaves Lansdown, shares a market report, as global markets rally on Iran deal. Global equity markets are starting…
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Lessons from the largest football World Cup in history
The 2026 football World Cup will be the largest in history. For the first time, 48 nations will compete, up from 32,…
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Growth has been more resilient than expected
Global economic resilience has come as a surprise in recent months, even as geopolitical tensions and higher energy costs have created fresh…
