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The recent surge in M&A activity confirms that the UK market remains attractive, but after a strong run over the past 18 months, Ninety One believes that stock selection has become increasingly important.
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Recent days’ escalation over the Strait of Hormuz reinforces Fidelity’s view that a messy resolution is the most likely outcome to the conflict.
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Tensions in the Middle East have resumed, kicking off a long summer of financial market uncertainty.
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AI is energy-intensive, but it could also, over time, lower emissions by making energy systems more efficient. Baillie Gifford explains.
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Using South Africa as a live example, Ninety One’s paper explores why credible transition outcomes depend on the alignment of policy, infrastructure, capital and communities, and the role investors can play in supporting them.
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Aberdeen explains why active investors should focus on climate resilience.
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Baillie Gifford believes that climate adaptation and corporate readiness offer lasting competitive advantages for portfolios.
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Moving beyond exclusions to understand real portfolio drivers.
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Aberdeen presents a more realistic view of how investors can support decarbonisation.
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Bond and oil markets diverge on an end to the ceasefire.