Adviser-Hub articles

Partner Zone

ESG Analyst Survey 2021: A world of opportunity

You may be familiar with Fidelity's Analyst Survey, which over the years has accurately predicted trends in the business world from the bottom-up. The survey has become a powerful tool in its own righ...

Fidelity International 29th Jun 2021

Partner Zone

Capitalising on China’s EV drive

Optimism around electric vehicles is on the rise as governments around the world make decarbonisation central to their strategies. Against this backdrop, China’s burgeoning electric vehicle (EV) marke...

Fidelity International 29th Jun 2021

Partner Zone

Policy credibility remains the key macro risk

The latest US Federal Reserve meeting was more hawkish than many market participants anticipated, with two rate hikes now expected in 2023. Global Head of Macro & Strategic Asset Allocation Salman Ahm...

Fidelity International 29th Jun 2021

Partner Zone

Why we need a global ESG standard

As investors focus more on sustainable investing, some companies are tempted to oversell their ESG credentials. To get a truer picture, we discuss why corporates and investors must adopt a consistent...

Fidelity International 29th Jun 2021

FidelityInter_ESG2021 VIDEO

Fidelity International | ESG Analyst Survey 2021: The highlights

Three of our equity analysts, Alex Laing, Lulu Xiong and Karens Muljadi share some highlights from the ESG Analyst Survey 2021. They explain how companies are changing and adapting as we travel toward...

Fidelity International 29th Jun 2021

Analysis & Opinion

The Week: Time to call time on open-ended property funds?

As Aegon closes its Property Income fund and feeder funds, are we ignoring the elephant in the room on property funds?

Adviser-Hub 23rd Jun 2021

Business Toolkit

ESG investing: to outsource or not?

Is outsourcing the only option for advisers looking to integrate ESG solutions for their clients?

Fidelity Adviser Solutions 22nd Jun 2021

SM - The Next Generation of Winners holding image 1280 x 720 VIDEO

Baillie Gifford | The Next Generation of Winners

Tom Slater, joint manager of Scottish Mortgage Investment Trust, stakes his claim with the industries he thinks the big winners of the future will come from.

Baillie Gifford 21st Jun 2021

FIDELITY21JAN21 VIDEO

Fidelity International | Fidelity ESG Analyst Survey 2021

Fidelity International's first ESG-focused Analyst Survey reveals our analysts believe the opportunities to be had from the decarbonisation megatrend now outweigh the risks. The report sheds light on...

Fidelity International 21st Jun 2021

Partner Zone

Strat snippets: Reflation and reopening

Fidelity Strategic Bond Fund portfolio manager Claudio Ferrarese outlines why fixed income investors shouldn’t be overly concerned about the reflation narrative. He also outlines how the portfolio is...

Fidelity International 17th Jun 2021

Partner Zone

Can inflation keep rising?

With US inflation climbing at the fastest pace since 2008, our latest monthly analyst survey shines a light on what our research team are seeing through their daily interactions with companies. We dis...

Fidelity International 17th Jun 2021

Partner Zone

The war on plastic

The way we currently consume plastic is environmentally unsustainable and needs to change. With the circular packaging solutions market set to boom, Fidelity Sustainable Water & Waste Fund Managers Ve...

Fidelity International 17th Jun 2021

Analysis & Opinion

The Week: Is the recovery running out of steam?

Until the last few weeks, the global recovery had surprised with its strength. However, recently the signals – on jobs, on retail sales, on inflation – have been more mixed.

Adviser-Hub 17th Jun 2021

NinetyOne17June21 VIDEO

Ninety One | The quest for quality in the UK

Simon Brazier, Ben Needham and Matt Evans highlight what they believe are the characteristics and attributes required to construct resilient portfolios that continue to deliver over the long term.

Ninety One 17th Jun 2021

Market Updates

Market briefings looking back at May

A selection of articles, written by our expert investment writers that cover the markets looking back through May.

Adviser-Hub 15th Jun 2021

Market Updates

Global bond market review: Where next for monetary policy?

During May, ECB Vice President Luis de Guindos warned that recent increases in US bond yields had revived concerns over the potential for shifts in financial conditions, which could affect indebted co...

Adviser-Hub 14th Jun 2021

Market Updates

Europe market review: European growth set to accelerate

Following the easing of lockdown measures, the eurozone is experiencing its strongest surge in demand for goods and services in almost 15 years. However, companies are struggling to keep up with deman...

Adviser-Hub 14th Jun 2021

Market Updates

Emerging markets review: Covid hampers emerging Asia’s recovery

Although China’s strong economy recovery is helping to support developing economies across Asia, lockdown-related restrictions are reducing domestic demand in many economies.

Adviser-Hub 14th Jun 2021

Market Updates

Asia Japan market review: Is Japan heading for a double-dip recession?

Share prices in Japan delivered a muted performance during May as investors digested lacklustre economic data alongside concerns over the prospects for the approaching Tokyo Olympic Games.

Adviser-Hub 14th Jun 2021

Market Updates

US market review: Fed plays down inflationary concerns

The future trajectory of inflation was the principal factor preoccupying investors in the US during May following the news that the rate of consumer price inflation had risen at its fastest rate since...

Adviser-Hub 10th Jun 2021

Market Updates

UK equity income market review: UK dividends show signs of a pickup

Having breached 7,000 points for the first time since February 2020 during April, the FTSE 100 Index rose above 7,000 once again during May.

Adviser-Hub 10th Jun 2021

Market Updates

UK equity market review: Signs of building inflationary pressures

Non-essential shops reopened in April and retail sales rose sharply in April, climbing by 9.2% from March. In particular, clothing sales rose by 69.4% over the month.

Adviser-Hub 10th Jun 2021

Market Updates

UK bond market review: Economic recovery boosts inflation

The annualised rate of UK inflation surged during April from 0.7% to 1.5%, stoked by a sharp appreciation in the cost of household utilities and clothing.

Adviser-Hub 10th Jun 2021

Analysis & Opinion

The Week: Why is the gold price rising?

Inflation? Cryptos? Interest rates? What explains the recent strength of gold?

Adviser-Hub 9th Jun 2021

AHEmail3_June21 VIDEO

Adviser-Hub Rethinking Income Panel Discussion: Predictable income: is it possible?

Hosted by Cherry Reynard with Simon Young - Portfolio Manager, UK Equities, AXA Investment Managers/ Jan Oliver - Partner, Income Strategies, Baillie Gifford/ Jason Borbora-Sheen - Portfolio Manager,...

Adviser-Hub 9th Jun 2021

Market Updates

Global update: Markets gripped by inflation fears

Although global equity markets generally ended May in positive territory, investor sentiment during the month was affected by growing concerns that mounting inflationary pressures could lead to higher...

Adviser-Hub 9th Jun 2021

Analysis & Opinion

The Week: Boom times for the global economy

The global economy is flying, but with structural imbalances building, will its strength be reflected in markets?

Adviser-Hub 3rd Jun 2021

AHCasting2 VIDEO

Adviser-Hub Rethinking Income Panel Discussion: Casting a wider net for growing income

Hosted by Cherry Reynard with Simon Young - Portfolio Manager, UK Equities, AXA Investment Managers/ Jan Oliver - Partner, Income Strategies, Baillie Gifford/ Jason Borbora-Sheen - Portfolio Manager,...

Adviser-Hub 3rd Jun 2021

Partner Zone

Seafarers’ crisis - one year on

Last year, as the Covid-19 crisis deepened, we first sounded the alarm of hundreds of thousands of forgotten maritime workers stranded at sea. One year on and the number stranded has halved to 200,000...

Fidelity International 1st Jun 2021

Partner Zone

Read the latest issue of Enlightenment, the funds magazine from Baillie Gifford

Read Enlightenment, the quarterly digital magazine that puts Baillie Gifford’s funds in the spotlight, giving you the chance to access insights from the teams that manage them.

Baillie Gifford 1st Jun 2021

Partner Zone

Read the latest issue of Enlightenment, the funds magazine from Baillie Gifford

The quarterly digital magazine that puts Baillie Gifford’s funds in the spotlight, giving you the chance to access insights from the teams that manage them.

Baillie Gifford 1st Jun 2021

© 2025, Copyrights Adviser-Hub. All Rights Reserved
Terms & Conditions | Privacy Policy | Modern Slavery statement | Cookie Policy