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At a time of high economic uncertainty, with equity market volatility likely to remain elevated over the coming quarters, investors are looking at ways to add ballast to equity portfolios. In our latest On the Minds of Investors, our Market Insights team looks at how income-oriented strategies can potentially provide investors with more defensive market exposure in the current environment, whether via traditional dividend payers, or by trading some upside potential for income from options premiums.

A dramatic power outage in Spain and Portugal in April 2025 starkly revealed our dependence on electricity infrastructure. Alex Araujo and Michael Rae explore the resilience of power grids and how the shift towards renewable electricity generation could create investment opportunities for infrastructure businesses.

In this video, Walter Scott client investment manager Murdo MacLean discusses a trip to Japan undertaken by members of the research team. Find out what they learned.

Amid a sharp rise in global volatility, the Fidelity Global Dividend strategy has performed strongly, both on an absolute and relative basis. Our investment team outlines how the strategy’s emphasis on delivering a smoother return profile and protecting capital in falling markets, while providing a stable dividend, has been key to navigating turbulent markets.

What's behind the rally in the gold price?

Ned Naylor-Leyland discusses the market for gold and silver and mining stocks and why many investors may be looking to increase their allocations.

Alex Savvides, Stephanie Geary and Siddharth Sukumar provide extended commentary about the market and their UK Dynamic Equity strategy during the quarter.