In an environment of abundant data and widely available information, what can investors still learn from meeting companies in person? Fidelity Global Special Situations Fund portfolio manager Tom Record sat down with Fidelity Senior Investment Specialist Charlotte Apps to discuss why on-the-ground research remains central to fundamental, bottom-up investing.
The biggest stories from the world of investment and asset management this week
At MDT Advisers, we are systematic, quantitative investors; underlying all of our work is our alpha model. What underlies the alpha model itself? Intuition and research.
Artemis’s Jack Holmes explains how investors can benefit from the multiple quirks of an often-overlooked asset class.
The biggest stories from the world of investment and asset management this week
While the full impact of supply chain disruption may still lie ahead, Polar Capital's Jorry Nøddækker argues that the world's bigger shortage is compute power. He discusses AI, China, North Asia and the outlook for emerging markets in 2026.
The biggest stories from the world of investment and asset management this week
AI’s prowess is being used to address the major issues that have hindered our planet for decades. George Crowdy, Senior Fund Manager at Royal London Asset Management explores AI's impact on the environment and what that means for investors.