EQUITIES
Fidelity Answers: Where should I look if I need to play defence?
There is a rotation happening here, but it may not be the one you think....
Five shifts reshaping markets
The old investment order is giving way to one that is more fragmented,...
The IPO wave reshaping the European defence sector
Why does 2026 mark a watershed year for European defence equity?
Building blocks: What's next for cement and steel?
Prospects for European cement and steel industries are mostly brighter...
Can AI deliver lasting growth?
AI spending is lifting growth now, but productivity must carry it forward....
Position for growth with emerging markets equities
Emerging markets equities are offering a rare mix of attractive valuations,...
Capturing growth in a changing world
Retail flows, geopolitics and AI are reshaping markets, but patience and...
Thematic equity investing in a world of disruption and realignment
The evolving nature of disruption is creating new innovators and market...
Looking beyond AI's leaders
Artemis examines where investors may find opportunities as AI adoption...
2026 Midyear Outlook: Investing through uncertainty
Capital Group's latest Outlook report offers actionable insights into global...
Navigating concentration and evolving market leadership
Portfolio manager Anthony Srom outlines how Fidelity Asia Pacific Opportunities...
Compass Group: When controversy creates value
By focusing on cash flows, end-market exposures and valuation, Redwheel's...
