Adviser-Hub articles

bg_upfront15030726vid VIDEO

Baillie Gifford | Mega-caps, ecommerce and SAINTS

In this episode of Upfront, James Budden and James Dow discuss recent developments in Baillie Gifford's investment trusts, the case for active investing in concentrated markets, and Sea Limited...

Baillie Gifford 3rd Jul 2026

bg_upfront15030726pp Partner Zone

Mega-caps, ecommerce and SAINTS

In this episode of Upfront, James Budden and James Dow discuss recent developments in Baillie Gifford's investment trusts, the case for active investing in concentrated markets, and Sea Limited...

Baillie Gifford 3rd Jul 2026

Article-Time-01-smll20244 Analysis & Opinion

The Week: Are emerging markets really diversifying?

Emerging markets are losing their status as a diversifier, as they go all-in for AI.

Adviser-Hub 2nd Jul 2026

cpg_midyear300626 Analysis & Opinion

2026 midyear investment outlook

Capital Group’s latest Outlook report offers actionable insights into global markets.

Capital Group 2nd Jul 2026

nione_rethinking020726 Analysis & Opinion

Rethinking value investing

A low multiple is not necessarily a sign of value. Ninety One believes genuine value arises when there is a gap between the market value of a company and its true intrinsic worth.

Capital Group 2nd Jul 2026

cpg_podcastimga Podcast

Capital Group | A hunting dog mindset to investing

For Capital Group’s Harold La, it’s not about predicting the future, it’s about putting yourself in a position to see change early, build conviction and stay with it over time.

Capital Group 30th Jun 2026

abrdn_multi300626 Partner Zone

Rethinking multi-asset investing

Aberdeen’s MyFolio approach to risk, diversification and long-term outcomes.

Aberdeen Investments 30th Jun 2026

cpg_midyear300626 Partner Zone

2026 midyear investment outlook

Capital Group’s latest Outlook report offers actionable insights into global markets.

Capital Group 30th Jun 2026

cpg_four300626 Partner Zone

Four forces shaping credit markets

Capital Group has have identified four key forces shaping credit markets in the near term: energy and geopolitics, fragile global growth, AI, and rate volatility driven by central bank divergence.<...

Capital Group 30th Jun 2026

cpg_bond300626 Partner Zone

Bond outlook: strong yields offer upside as risks linger

Capital Group’s Chitrang Purani, Damien McCann, and Timothy Ng assess the outlook for bond markets.

Capital Group 30th Jun 2026

cpg_stock300626 Partner Zone

Stock market outlook: 3 themes for the second half of 2026

Three equity market themes that Capital Group is focusing on for the remainder of the year and beyond.

Capital Group 30th Jun 2026

cpg_growth300626 Partner Zone

Growth hinges on Iran war, AI rollout

Global economic growth is coming under pressure due to the Iran war, rising oil prices and ongoing trade disputes, but one powerful engine is more than making up for it: AI-related investment spend...

Capital Group 30th Jun 2026

cpg_pitch300626 Partner Zone

A wider pitch: lessons from the largest football World Cup in history

A 48-team World Cup gives more nations a seat at the table – but not on equal terms. Capital Group believes the same is true in markets.

Capital Group 30th Jun 2026

nione_bull300626podc Podcast

Ninety One | The bull case for emerging markets just got stronger

As global investors reassess their allocations, Ninety One sees emerging markets entering the second half of the year from a position of genuine strength. 

Ninety One 30th Jun 2026

bg_token300626pod Podcast

Baillie Gifford | Tokenisation: a better way to own what you own

Baillie Gifford considers why the blockchain-based technology represents an “operation system upgrade” for the investment industry.

Baillie Gifford 30th Jun 2026

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