Global updates: Double-digit gains in 2025
Despite a tumultuous year, global markets ended 2025 strongly, with many major indices notching up double-digit gains over the year in the face of geopolitical instability and trade tensions.
Adviser-Hub 9th Jan 2026
UK market review: FTSE 100 achieves best year since 2009
2025 proved to be a standout year for the FTSE 100 Index, which notched up its best annual performance since 2009 and outperformed US equity markets over the year.
Market briefings looking back at December
A selection of articles, written by our expert investment writers that cover the markets looking back through December.
China remains underappreciated and undervalued
While improving geopolitical and economic conditions have buoyed equities, Fidelity believes China’s innovation and long-term potential are yet to be fully recognised.
Fidelity International 9th Jan 2026
The Week: The year of emerging markets?
Emerging markets were a standout performer from 2025, and may have further to run in the year ahead.
Adviser-Hub 8th Jan 2026
Market view: EM: getting beyond the broken record
World-class companies await investors willing to look past ‘smash hit’ index heavyweights. Baillie Gifford tells us more.
Baillie Gifford 8th Jan 2026
Private markets outlook 2026: navigating opportunities through structural change
With Aberdeen Investments, see how private markets are evolving to offer resilience and growth in 2026.
Aberdeen Investments 8th Jan 2026
Uncovering diversified sources of income
The portfolio managers of Fidelity’s Multi Asset Income strategy share their thoughts on current market conditions as we move into 2026.
Fidelity International 8th Jan 2026
Opportunities for global equity income investors
Against a backdrop of high valuations, geopolitical risks and narrow equity market leadership, portfolio managers Jochen Breuer, Daniel Roberts, Aditya Shivram and Fred Sykes see attractive opportu...
The current opportunity in unloved UK equities
Alex Wright, portfolio manager of Fidelity Special Situations and Special Values, shares his outlook for 2026 and outlines why UK equities continue to offer one of the most attractive valuation opp...
Africa rising: the next frontier in fixed income
Africa’s role on the global economic stage is rising and the region’s fixed income markets have much to offer investors, including double-digit yields, strong return drivers, and powerf...
Ninety One 7th Jan 2026
25 years of 4Factor investing
The 4Factor story is one of continuous learning, and over a quarter-century, Ninety One’s team has evolved its tools, sharpened its thinking and deepened its discipline, positioning 4Factor t...
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 with Aberdeen Investments.
Aberdeen Investments 7th Jan 2026
Asia for Asia
Fidelity Asia portfolio manager Teera Chanpongsang discusses the outlook for Asia ex-Japan equities in 2026.
Fidelity International 7th Jan 2026
FT Adviser: In conversation with Caroline Shaw
In a recent FT Adviser interview, Fidelity’s Caroline Shaw explored some of the key trends shaping today’s investment outlook – including how AI tailwinds, gold strength and emerg...
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