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Investment Management
What the return of interest rates means for Japan
The Japanese economy is showing ongoing signals of recovery from decades of stagnation. What impact could the return of interest rates have on the country?
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Investment Management
Growth that endures: Investing beyond the headlines
Beyond the headlines and short-term trends, the Baillie Gifford Managed Fund focuses on fundamental analysis to find companies with enduring growth potential. Investment managers Iain McCombie and Steven...
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Investment Management
Are mega-cap tech stocks finally priced for long-term investors?
Are the Magnificent Seven finally offering value after their recent market decline?
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Investment Management
Beyond the obvious: Where to find quality stocks
Quality investing isn’t just about strong financials—it’s about resilience and competitive edge.
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Investment Management
The unseen risks of passive investing in today’s market
Is passive investing still the best strategy in a world of rising inflation, macroeconomic instability, and skyrocketing valuations?
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Investment Management
UK banking stocks: weighing the investment case after earnings
Are UK bank stocks still an attractive opportunity after their strong earnings performance?
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Investment Management
Analysing the potential catalysts for a US market turnaround
Are US stocks on the verge of breaking free from their stagnant holding pattern?
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Investment Management
Powering the future: the US grid’s transformation and investment potential
How is the US power sector adapting to soaring electricity demand, and what does it mean for investors?
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Investment Management
Midcaps and defence stocks rally after Conservative win in Germany
Could Germany’s Conservative win spark a lasting rally in midcaps and defence stocks?
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Investment Management
Balancing growth and valuation in Indian equities
Is India’s strong economic growth enough to justify its high equity valuations?
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Investment Management
US tariffs hit alcohol stocks: is the sector still investable?
How will looming US tariffs impact alcohol stocks, and are they still a long-term investment opportunity?
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Investment Management
Trump’s executive orders: what they mean for markets in 2025
How could Trump’s return and executive orders reshape the economic and investment landscape in 2025?
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