Adviser-Hub articles

Article-Chart-01-smll2024 Analysis & Opinion

The Week: Emerging markets’ ‘silent bull market’

Emerging markets have been strong since the start of the year, but investors haven’t noticed.

Adviser-Hub 23rd Apr 2026

cpg_ai220426 Analysis & Opinion

Bulls versus bears

Capital Group equity portfolio manager Chris Buchbinder and economist Jared Franz examine the bull and bear cases for AI: bubble risk, productivity signals, and when profitability may show up.

Capital Group 23rd Apr 2026

abrdn_ukreal270126 Analysis & Opinion

Market view: UK real estate market outlook: Q2 2026

What lies ahead for UK real estate? Read more here from Aberdeen Investments.

Aberdeen Investments 23rd Apr 2026

cpg_podcastimga Podcast

Capital Group | Beyond AI: investing in the physical economy

Brittain Ezzes, a portfolio manager for Capital Group Dividend Value ETF, shares her perspective on an unexpected rally this year among heavy-asset companies.

Capital Group 22nd Apr 2026

nione_credit220426 Podcast

Ninety One | Credit investing in a higher-risk private market regime

Concerns around risk in private markets have prompted a reassessment of the asset class. Yet significant differences in underlying risk mean active investors can find shelter, quality and value in...

Ninety One 22nd Apr 2026

nione_new220426 Podcast

Ninety One | The new commodity order: geopolitics, AI, and the scramble for resources

A new commodity order is taking shape, defined by geopolitical fragmentation, electrification, supply constraints, regionalisation of energy and materials markets, and a reordering of global supply...

Ninety One 22nd Apr 2026

cgp_capconv100625 Podcast

Capital Group | How a neuroscientist invests in biopharma

Capital Group equity analyst Laura Nelson Carney uses her PhD in neuroscience to help spot medical innovation around the world.

Capital Group 22nd Apr 2026

cg_gold160426ao Partner Zone

Gold rush or fool’s gold?

Capital Group presents three views on surging gold prices.

Capital Group 22nd Apr 2026

cpg_ai220426 Partner Zone

AI’s return on investment debate

Capital Group addresses two simple questions.

Capital Group 22nd Apr 2026

cpg_fixed220426 Partner Zone

Fixed income: a 360° view

Capital Group shares key insights and portfolio implications to stay ahead of the curve.

Capital Group 22nd Apr 2026

fil_middlee210426 Partner Zone

Middle East conflict webinar: translating macro views to portfolio action

The US-Israeli attack on Iran and the events that followed appeared to upend many of the assumptions investors held going into 2026. However, Fidelity believes several important underlying trends r...

Fidelity International 21st Apr 2026

fil_bitcoin210426 Partner Zone

What’s next for bitcoin and the digital assets environment?

Digital Assets experts from Fidelity International and Fidelity Digital Asset Management, explore how digital assets are evolving within allocations, the challenges for decision-makers, and discuss...

Fidelity International 21st Apr 2026

fil_global210426 Partner Zone

Global equities: why investors are moving away from home bias

Fidelity highlights the potential risks of maintaining a home bias, and the key benefits of shifting to a global portfolio for equity investors.

Fidelity International 21st Apr 2026

fil_middle160426ao Partner Zone

Middle East conflict: the path to a messy resolution remains open

Fidelity remains of the view that a messy resolution path is still open. But until we get there, the noise and volatility are likely to remain high.

Fidelity International 21st Apr 2026

cpg_iran210426 Partner Zone

Four lasting impacts of the Iran war

Beyond the region itself, the Iran war has already changed geopolitics in lasting ways. Capital Group’s Tom Cooney explores four long-term implications of the war.

Capital Group 21st Apr 2026

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