Adviser-Hub articles

Analysis & Opinion

Is central bank tightening priced in

Is the full extent of Fed policy tightening now “in the price”. Ninety One’s Portfolio Manager Iain Cunningham doesn’t think so…

Ninety One 29th Apr 2022

Analysis & Opinion

The Week: Time to AIM higher

AIM stocks have hit hardest by weakening investor sentiment: the gap between their operational performance, relative and share price performance now looks hard to ignore. 

Adviser-Hub 28th Apr 2022

Multi Asset Income Thumbnail VIDEO

Baillie Gifford | Up to speed with property

A growing digital economy means opportunities for those providing the real estate to support it, and a reliable income stream as Baillie Gifford’s Jon Stewart explains. Capital at risk and income not...

Baillie Gifford 25th Apr 2022

Partner Zone

Up to speed with property

A growing digital economy means opportunities for those providing the real estate to support it, and a reliable income stream as Baillie Gifford’s Jon Stewart explains. Capital at risk and income not...

Baillie Gifford 22nd Apr 2022

Analysis & Opinion

10 trends to watch in global equities

Fidelity Global Special Situations portfolio manager Jeremy Podger identifies 10 trends that are set to influence returns over the next decade and discusses what this means for stock selection and por...

Fidelity International 22nd Apr 2022

Analysis & Opinion

The case for clean energy in EM

As developing countries continue their path to decarbonisation there is a growing need for companies in these regions to provide renewable solutions, says BNY Mellon Sustainable Global Emerging Market...

BNY Mellon Investment Management 22nd Apr 2022

Analysis & Opinion

Collecting thoughts

As he prepares to stand down as joint manager of Scottish Mortgage Investment Trust, James Anderson reflects on the great minds that influenced his thinking.

Baillie Gifford 22nd Apr 2022

Analysis & Opinion

The Week: Technology: they think it’s all over?

The technology sector has had a dismal start to the year, but it remains embedded in major structural trends. Is this a good time to take another look?

Adviser-Hub 21st Apr 2022

NinetyOne_whatwilldrivemarketsintheyear VIDEO

Ninety One | What will drive markets in the year ahead?

2022 promises to be a very different kind of year for financial markets. In particular, rising rates and higher inflation will reshape the landscape. Does anything else have the power to surprise mark...

Ninety One 20th Apr 2022

NinetyOne_reversaloffortunes VIDEO

Ninety One | Asset class outlook for 2022

For the past decade, there has really only been one trade in town – the long duration trade. Today, the landscape looks different: how will this affect asset classes in the year ahead?

Ninety One 20th Apr 2022

NinetyOne_handlingtheyearahead VIDEO

Ninety One | How fund managers are adapting their portfolios

Financial markets in 2022 are likely to break with recent history. We asked Ellie Clapton, Portfolio Specialist at Ninety One, with a flexible strategy, how she is positioned for the year ahead.

Ninety One 20th Apr 2022

Analysis & Opinion

China's move to renewable energy

With China’s recent investment in solar power and renewable energy getting progressively cheaper, Baillie Gifford’s Calum Holt explores whether a greener world is achievable.

Baillie Gifford 20th Apr 2022

Analysis & Opinion

Case for clean energy

As developing countries continue their path to decarbonisation there is a growing need for companies in these regions to provide renewable solutions, says BNY Mellon Sustainable Global Emerging Market...

BNY Mellon Investment Management 20th Apr 2022

Business Toolkit

The annual allowance charge and Scheme Pays requests

Fidelity Adviser Solutions take a step-by-step approach to calculating client’s annual allowance charges and explain the two types of Scheme Pays, mandatory and voluntary. They also run throu...

Fidelity Adviser Solutions 19th Apr 2022

Analysis & Opinion

Equities and inflation: a good match?

Walter Scott client investment manager George Dent looks back to previous periods of higher inflation, and how it suits strategies like Long-Term Global Equity.

Various 14th Apr 2022

Market Updates

Global update: Concerns over Ukraine persist

Alongside the heavy human cost of Russia’s war in Ukraine, the Organisation for Economic Development (OECD) issued a warning about the economic impact.

Adviser-Hub 14th Apr 2022

Market Updates

UK market review: Ukraine and inflation share the spotlight

Alongside the unfolding tragedy in Ukraine, the surging cost of living continued to garner headlines in the UK during March.

Adviser-Hub 14th Apr 2022

Analysis & Opinion

Market briefings looking back at March

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

Adviser-Hub 14th Apr 2022

Partner Zone

Why is Baillie Gifford buying into private companies?

Baillie Gifford’s Peter Singlehurst explains the rise of investment opportunities in innovative private companies like SpaceX, Epic Games and Stripe. Capital at risk.

Baillie Gifford 13th Apr 2022

Analysis & Opinion

The Week: Fixed income holdings drop to 14-year lows

Investors are abandoning fixed income, as rising inflation and interest rates take hold, but could they be leaving themselves vulnerable?

Adviser-Hub 13th Apr 2022

Business Toolkit

New: Tax tables 2022/23 available

Fidelity Adviser Solutions' 2022/23 tax tables are now available, with all the rates and thresholds for the coming year.

Fidelity Adviser Solutions 11th Apr 2022

Sustainable global equity income VIDEO

Fidelity International | Why consider ESG factors for dividend investing?

Aditya Shivram, Portfolio Manager of the Fidelity Sustainable Global Equity Income Fund introduces the fund’s investment approach and shares why he believes a focus on sustainability is highl...

Fidelity International 11th Apr 2022

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 7th Apr 2022

Analysis & Opinion

Ukraine war raises social and ethical dilemmas

Russia’s war in Ukraine has raised complex sustainability and ethical issues for companies and investors. Jenn-Hui Tan, Fidelity’s Global Head of Stewardship and Sustainable Investing, examines some o...

Fidelity International 7th Apr 2022

Analysis & Opinion

Market View: ‘Hope and hype’ replacing fundamentals?

Walter Scott client investment manager George Dent argues that while the growth sell-off might appear indiscriminate, it pays to look beyond the noise for quality companies.

BNY Mellon Investment Management 7th Apr 2022

Analysis & Opinion

The Week: Government spending soars to $65 trillion

Global government spending has increased by a quarter over the pandemic. It’s a tough time to be in charge of the government’s purse strings.

Adviser-Hub 6th Apr 2022

Partner Zone

Ukraine war raises social and ethical dilemmas

Russia’s war in Ukraine has raised complex sustainability and ethical issues for companies and investors alike. Jenn-Hui Tan, Fidelity’s Global Head of Stewardship and Sustainable Investing, examines...

Fidelity International 6th Apr 2022

Partner Zone

Is the SFDR achieving its aims?

Is the SFDR achieving its aims? Kristina Church BNY Mellon Investment Management’s Head of Responsible Strategy, assesses the SFDR’s successes and challenges.

BNY Mellon Investment Management 6th Apr 2022

Partner Zone

Market View: What Russia-Ukraine means for energy and commodity markets

What Russia-Ukraine means for energy and commodity markets: recent oil and gas pricing may have seemed chaotic. But, as Ninety One’s Tom Nelson explains, there is a logic to energy market moves, as we...

Ninety One 6th Apr 2022

Analysis & Opinion

Spring Statement 2022: crisis in the cost of living

Chancellor of the Exchequer Rishi Sunak’s 2022 Spring Statement acknowledged the rising cost of living but did little to address it in the short-to-medium term.

Adviser-Hub 4th Apr 2022

Analysis & Opinion

A better way to generate beta?

BNY Mellon explains how investors can reliably extract beta from less liquid fixed income markets where traditional active and passive strategies have struggled to match the index.

BNY Mellon Investment Management 1st Apr 2022

Analysis & Opinion

Market View: What Russia-Ukraine means for energy and commodity markets

Recent oil and gas pricing may have seemed chaotic. But as Ninety One’s Tom Nelson explains, there is a logic to energy market moves, as well as useful precedents for investors to learn from.

Ninety One 1st Apr 2022

Hub Exclusives - Banner_Alternatives 3 Analysis & Opinion

Inflation: why the ‘hard asset’ mantra needs a rethink

Inflation is set to continue its rise. Historically, tangible ‘hard’ assets have outperformed financial assets in similar environments – but it’s not as simple as that.

Ninety One 1st Apr 2022

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