In the latest episode of the Emerging Market Equities podcast, Nick Robinson sits down with Eduardo Figueiredo to discuss his recent trip to Mexico.
In our last Investment Outlook of 2024 we provide our latest House View, key macro trends to watch in 2025 and a range of topical articles from our asset class experts.
The Iran conflict has escalated fast. Energy prices have spiked and risk sentiment has been hit, but financial markets are orderly. What does that tell us about what investors are expecting from the conflict, and what could still go wrong?
Is it time to reassess your investment strategy amid climate policy delays and clean technology advances?
Is the Iran conflict contained or set to escalate further? We map the market signals behind oil, havens and rates — and the triggers that could change sentiment fast.
Here are the key macro trends next year, from US policy shifts to emerging market dynamics. Stay ahead with these insights
Geopolitical risk is rising - and it’s changing how investors think about markets. Paul Diggle from Aberdeen Investments analyses the impacts.
Our Q&A reveals why the fund’s bottom-up approach has stayed true for over 20 years – and what it means for the future
Luke Hickmore, Investment Director, discusses the factors in fixed income markets, examining interest rates and the current positioning of Strategic Bonds.
Pointillist art offers a compelling insight into building resilient portfolios—where each investment plays a role in shaping the whole.
We look at what the latest COP developments mean for investors.
Emerging markets could drive global growth in the years ahead. We explore how investors can rethink equity portfolio strategy in a changing world.
Latest video on Fixed Income opportunities at the PA Autumn Congress
Geopolitical tensions, economic fragmentation and shifting asset class correlations are redefining the investment landscape. Understanding these forces is essential for investors seeking resilience and opportunity.
Explore multi-asset opportunities beyond the Magnificent Seven with MyFolio.
Transport infrastructure is evolving in a world shaped by urbanisation, decarbonisation and digitalisation. Why should investors see transport as a mainstay—and a megatrend—for 2026 and beyond?
X-ray the entire MyFolio fund range with our open-access platform.
Will AI drive growth or risk a bubble? Watch our video for our take on 2026’s key global economic trends.
From lithium to gold, we delve into commodities’ current trends and dynamics, offering insights into the forces shaping markets.
Will AI-driven growth keep global markets rolling, or are new risks on the horizon? Discover key forecasts for the US, China, Europe and Japan in our latest economic outlook.