Adviser-Hub articles

Article-balance-01-smll2024 Analysis & Opinion

The Week: The Mag7: a slow deflation looms

The end of the Mag7 bubble may be a slow deflation rather than a dramatic bang. 

Adviser-Hub 29th Jan 2026

fil_unique290126ao Analysis & Opinion

Market view: Unique opportunities in global mid- and small-caps

The team behind Fidelity’s Global Future Leaders strategy highlight the unique investment opportunities to be found within the mid- and small-cap markets.

Fidelity International 29th Jan 2026

abrdn_ukreal220725 Analysis & Opinion

Market view: UK real estate market outlook – Q1 2026

UK real estate looks set to deliver healthy returns in 2026. Aberdeen explains why.

Aberdeen Investments 29th Jan 2026

bg_forge290126ao Analysis & Opinion

The forge of intelligence

From models to matter, Baillie Gifford investment manager John MacDougall explores the rise of physical AI. 

Baillie Gifford 29th Jan 2026

bg_smupdateq4280126vid VIDEO

Baillie Gifford | Scottish Mortgage Portfolio Update Q4 2025

Investment Specialist Hamish Maxwell reflects on the 'Golden Age of Change' driven by AI, highlights strategic portfolio exposure in transformational growth areas, and reviews recent trades...

Baillie Gifford 28th Jan 2026

bg_smupdateq4280126smll Partner Zone

Scottish Mortgage Portfolio Update Q4 2025

Investment Specialist Hamish Maxwell reflects on the 'Golden Age of Change' driven by AI, highlights strategic portfolio exposure in transformational growth areas, and reviews recent trades...

Baillie Gifford 28th Jan 2026

nione_energy280126 Podcast

Ninety One | Energy, geopolitics, and markets: reflections from Miami

Sahil Mahtani, Director of Ninety One’s Investment Institute, and Paul Gooden, Portfolio Manager for Global Natural Resources, discuss Venezuela and broader energy themes following the Goldma...

Ninety One 28th Jan 2026

cgp_capconv100625 Podcast

Capital Group | Building resilience into portfolios over the long term

Equity portfolio manager Aline Avzaradel discusses her approach to building resilient portfolios, shaped by experiences ranging from growing up during Brazil’s hyperinflation to investing thr...

Capital Group 28th Jan 2026

abrdn_analyst0900625 Podcast

Capital Group | European utilities: unlocking growth in the grid revolution

Capital Group equity investment analyst and portfolio manager Bobby Chada outlines what European utilities companies can bring to a portfolio and why their traditional ‘boring’ label is...

Capital Group 28th Jan 2026

cpg_podcastimga Podcast

Capital Group | Washington watch: outlook for the US midterm elections

Capital Group political economist Matt Miller discusses his outlook for the US midterm elections, along with other major events that are likely to shape the policy landscape in the new year.

Capital Group 28th Jan 2026

abrdn_ukreal270126 Partner Zone

UK real estate market outlook Q1 2026

UK real estate looks set to deliver healthy returns in 2026.

Aberdeen Investments 27th Jan 2026

fil_mmcautiously260126smll-1 Partner Zone

Market Minutes: The four key themes we're closely monitoring

Discover the key themes shaping markets as we head into 2026, from AI-driven growth to shifting global monetary policy. In this Market Minutes update, portfolio manager Chris Forgan breaks down the...

Fidelity International 27th Jan 2026

fasplanning270126 VIDEO

Fidelity Adviser Solutions | Financial planning considerations at tax year end

Watch Fidelity’s experts – Paul Richards, Paul Squirrell, and Jon Hale – in this 45-minute discussion as they unpack the latest developments in retirement and tax planning. They c...

Fidelity Adviser Solutions 27th Jan 2026

bg_goldenage280126-1 Partner Zone

Scottish Mortgage 2026 Forum: The Golden Age of Change

At Scottish Mortgage’s early 2026 forum for professional investors, managers Tom Slater and Lawrence Burns argued we are entering a “Golden Age of Change” – a period of inte...

Baillie Gifford 27th Jan 2026

abrdn_physical_260126 Partner Zone

Why physical climate risk demands investor attention

Physical climate risk is no longer a niche concern – it’s a core investment issue. Find out why.

Aberdeen Investments 26th Jan 2026

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