Adviser-Hub articles

Business Toolkit

Pre-A Day drawdown arrangements and the age 75 test

Fidelity Adviser Solutions’ pension expert, Paul Squirrell, runs through a case study of a client with Pre A day drawdown arrangements approaching age 75. Considerations include the uncrystallised fun...

Fidelity Adviser Solutions 31st May 2022

Partner Zone

How the energy crisis could fuel mobility innovation

Could the current energy crisis fuel greater change in the mobility sector, creating new opportunities for investors? Newton portfolio manager Frank Goguen and global investment strategist George Saff...

BNY Mellon Investment Management 31st May 2022

Partner Zone

Sustainable investing needs to evolve. Fast

Sustainable investing needs to evolve. Fast. The leading businesses of tomorrow will be those that create value for all of their stakeholders. To identify them, sustainable investment approaches need...

Ninety One 31st May 2022

Partner Zone

How to Measure Responsible Investing

With ESG reporting in its infancy, many investors take ESG scores at face value. In doing so, they risk missing what really matters. Toby Ross, co-manager of Baillie Gifford Global Income Growth strat...

Baillie Gifford 31st May 2022

Partner Zone

Focus on the outcomes, not the income

The Multi-Asset team shares its latest ‘retirement checklist’, comprising three core questions that help investors double check whether their existing strategy is as active and differentiated as their...

Ninety One 30th May 2022

Partner Zone

Sustainable investing needs to evolve. Fast

The leading businesses of tomorrow will be those that create value for all of their stakeholders. To identify them, sustainable investment approaches need to be re-engineered. Three of Ninety One’s po...

Ninety One 30th May 2022

Sustainable multi asset VIDEO

Fidelity International | Introducing the Fidelity Sustainable Multi Asset range

James Bird, National Development Associate Director, and Paul Nash, Investment Director, discuss the Fidelity Sustainable Multi Asset fund range. Listen to benefit from Paul’s insight into the range’s...

Fidelity International 30th May 2022

Hub Exclusives - Banner_Alternatives 3 Analysis & Opinion

Why dividends tell us that earnings may be overbaked

Despite developing headwinds, the market still expects earnings to trend higher through 2023. Dividends, however, tell a rather different story. Portfolio Manager Abrie Pretorius explains why dividend...

Ninety One 30th May 2022

Partner Zone

The long view: investing in the future

Baillie Gifford’s Gary Robinson, investment manager of the US Growth Trust and American Fund, explains why the pace of invention should continue to speed up. Capital at risk.

Baillie Gifford 26th May 2022

Partner Zone

Scottish Mortgage: long-term endurance

In turbulent times, Scottish Mortgage’s focus is on long-term investing, not on the discomfort of drawdowns. Deputy fund manager Lawrence Burns explains why. Capital at risk.

Baillie Gifford 26th May 2022

Analysis & Opinion

The Week: The state of markets: is it over yet?

This has been a tough period in markets. However, it is difficult to see a reversal in fortunes in the short-term.

Adviser-Hub 25th May 2022

Partner Zone

Scottish Mortgage: Long-term endurance

In turbulent times, Scottish Mortgage’s focus is on long-term investing, not on the discomfort of drawdowns. Deputy fund manager Lawrence Burns explains why. Capital at risk.

Baillie Gifford 25th May 2022

Partner Zone

Electric Income

Two renewable energy providers demonstrate how tackling climate change can also create new sources of reliable income. Baillie Gifford’s Charlie Houston explains more. Capital at risk and income not g...

Baillie Gifford 24th May 2022

FIL_OpenMAY22 VIDEO

Fidelity International | Introducing Fidelity Multi Asset Open range

James Bird, National Development Associate Director, and Paul Nash, Investment Director, provide an overview of the Multi Asset Open range. Watch this short video to benefit from Paul’s insight into t...

Fidelity International 24th May 2022

Analysis & Opinion

Regulation: the evolving UK landscape

This has been an important period for sustainability regulation. Europe has led the way, implementing the Sustainable Finance Disclosure Regulation in May 2021, following the EU taxonomy in June 2020....

Adviser-Hub 24th May 2022

Partner Zone

Electric Income

Electric Income Two renewable energy providers demonstrate how tackling climate change can also create new sources of reliable income. Baillie Gifford’s Charlie Houston explains more.

Baillie Gifford 24th May 2022

Analysis & Opinion

The Week: The China problem

China’s economic weakness has spooked markets, but is its weakness likely to be short or long term?

Adviser-Hub 19th May 2022

Partner Zone

The “Grand Chessboard” reconfigured; Stagflation risks intensify

The Russia-Ukraine war is set to dramatically redefine the global order (or the Grand Chessboard*), both economically and geopolitically. In the near-term, the trade and financial shocks from the conf...

Fidelity International 18th May 2022

Hub Exclusives - Banner_Alternatives 34 Analysis & Opinion

Net Zero: do we really understand what it means?

Reaching Net Zero is a massive undertaking that requires co-operation on a global scale. We all have a role to play, both as individuals and as investors. As demand for sustainable investment solution...

Adviser-Hub 18th May 2022

Analysis & Opinion

The evolution of our sustainability ratings and research

Fidelity’s investment team discuss how they are evolving and enhancing their sustainability research and ratings. Find out how they are moving away from solely using ESG as a risk management tool, wit...

Fidelity International 17th May 2022

Analysis & Opinion

Patient Green Capital

Companies need time to develop carbon-cutting disruptive innovations. By providing patient capital, you can increase both their environmental impact and your returns, as Scottish Mortgage Investment T...

Baillie Gifford 17th May 2022

Analysis & Opinion

In conversation with Mercer: How to practically invest sustainably?

Ninety One invited guest speaker Indira Sabitova, Portfolio Manager at Mercer, to share her experiences of investing sustainably and practical takeaways for investors looking to embark on the journey...

Ninety One 17th May 2022

Partner Zone

Bond investing in the zero-carbon future

Baillie Gifford’s Charlie Houston explains how renewable energy providers like India’s Greenko and Costa Rica’s ICE can tackle climate change while creating new sources of reliable income for investor...

Baillie Gifford 16th May 2022

Partner Zone

Corporates weigh the cost of long-term Russia exits

Our latest Analyst Survey points to a new message coming from a substantial group of global companies: Russia may be un-investable for years to come and many will not do business with Putin’s regime a...

Fidelity International 16th May 2022

Partner Zone

50 is the new 25

Our Global Macro Team give their take on the US Federal Reserve’s first 50bps interest rate hike since 2000. Despite this seemingly hawkish move, they discuss why the Fed could end up delivering less...

Fidelity International 16th May 2022

Partner Zone

Scottish Mortgage: why decarbonisation needs patient investors

Scottish Mortgage Investment Trust’s Claire Shaw explains why investing in the next generation of green technologies requires time and patience. Capital at risk.

Baillie Gifford 16th May 2022

Partner Zone

Scottish Mortgage: why decarbonisation needs patient investors

Scottish Mortgage Investment Trust’s Claire Shaw explains why investing in the next generation of green technologies requires time and patience. Capital at risk.

Baillie Gifford 16th May 2022

Partner Zone

Your guide to blockchain and digital assets

In the last 10 years digital assets have evolved into a wide taxonomy of applications, including cryptocurrencies, and investors across the globe are starting to take notice. Read our guide to find ou...

Fidelity International 16th May 2022

Analysis & Opinion

What’s new in ESG?

The initial focus for sustainable investors has been around decarbonisation and changing the way the world uses energy. However, it is increasingly clear that investors also hold the power to change t...

Adviser-Hub 16th May 2022

Analysis & Opinion

Central bank digital currencies: an age-defining shift in the monetary system?

A recent increase in interest has seen many countries bring forward analysis and trials for central bank digital currencies (CBDCs). Given the complexities involved, we ask: why the rush?

Ninety One 13th May 2022

Analysis & Opinion

This US tightening cycle is different and market participants don’t get it

Strategist Russell Silberston discusses how the market is underestimating how far interest rates will rise, meaning bond yields have much further to rise (and bond prices to fall) than hitherto

Ninety One 13th May 2022

Partner Zone

Central bank digital currencies: an age-defining shift in the monetary system?

A recent increase in interest has seen many countries bring forward analysis and trials for central bank digital currencies (CBDCs). Given the complexities involved, we ask: why the rush?

Ninety One 13th May 2022

Partner Zone

This US tightening cycle is different and market participants don’t get it

Strategist Russell Silberston discusses how the market is underestimating how far interest rates will rise, meaning bond yields have much further to rise (and bond prices to fall) than hitherto

Ninety One 13th May 2022

Business Toolkit

Fidelity Adviser Solutions partners with Origo’s Integration Hub

Fidelity Adviser Solutions are delighted to have partnered with the Origo Integration Hub providing Straight Through Processing (STP) for account opening and trading services.

Fidelity Adviser Solutions 12th May 2022

Business Toolkit

The Pension Forum: helping build your technical knowledge

The rules relating to pensions can be incredibly confusing given the complexity of the Pensions Tax Manual. To help build your technical knowledge around some of the more obscure aspects of this topic...

Fidelity Adviser Solutions 12th May 2022

Partner Zone

Can sustainability legislation prevent greenwashing?

It is over a year since the Sustainable Finance Disclosure Regulation (SFDR) was introduced in Europe. The UK’s Sustainable Disclosure Requirements (SDRs) came into effect at the start of this year an...

Ninety One 11th May 2022

Partner Zone

Can sustainability legislation prevent greenwashing?

It is over a year since the Sustainable Finance Disclosure Regulation (SFDR) was introduced in Europe. The UK’s Sustainable Disclosure Requirements (SDRs) came into effect at the start of this year an...

Ninety One 11th May 2022

Analysis & Opinion

The Week: Buybacks: time to celebrate or sell?

It’s not just the oil majors delivering chunky share buyback programmes, but is it good for long-term investors?

Adviser-Hub 11th May 2022

Analysis & Opinion

The impact of the Ukraine crisis on sustainable investment

The war in Ukraine will have far-reaching ramifications for the economic and geopolitical landscape for some time to come. It has also pushed governments, corporates and individuals to look at the way...

Adviser-Hub 9th May 2022

Analysis & Opinion

Small but powerful: why disruption isn’t just for tech giants

As the Baillie Gifford International Smaller Companies Fund marks its third anniversary, its managers explain how the Fund’s ‘radar research framework’ picks up the signals of small caps that can deli...

Baillie Gifford 6th May 2022

Analysis & Opinion

Market View: The outlook for value investing

Value stocks and sectors have rallied sharply over recent times, driven by shifting expectations for inflation and monetary policy. Fidelity’s value-focused portfolio managers discuss what lies ahead...

Fidelity International 6th May 2022

Market Updates

US interest rate update: Fed continues to tighten

Having raised the federal funds rate by 0.25 percentage points in March – its first rate increase for two years – the US Federal Reserve intensified its tightening action at its April meeting, raising...

Adviser-Hub 5th May 2022

Analysis & Opinion

Time to get our houses in order for the energy transition

The global construction industry accounts for almost 40% of total energy-related greenhouse gas emissions. That presents big opportunities for companies providing products and services that make the b...

Ninety One 5th May 2022

Market Updates

Global update: Inflation triggers concerns over growth

Investor sentiment was undermined during April by concerns over inflation, fears relating to the war in Ukraine, and worries about the wider economic impact of Covid outbreaks in China.

Adviser-Hub 5th May 2022

Market Updates

UK market review: “Clear and present danger”

As prices continued their relentless rise, the IMF warned: “inflation has become a clear and present danger for many countries”. Consumer price inflation in the UK accelerated from 6.2% year on year i...

Adviser-Hub 5th May 2022

Market Updates

UK interest rate update: Bank of England triggers stagflation fears

The Bank of England raised its key base rate from 0.75% to 1% at its May meeting, returning it to a level last seen in 2009. This was the fourth rise imposed by the central bank, following increases i...

Adviser-Hub 5th May 2022

Market Updates

Market briefings looking back at April

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

Adviser-Hub 5th May 2022

Hub Exclusives - Banner_Alternatives 35 Analysis & Opinion

Energy shock: looking at both sides of the coin

The energy shock facing consumers requires environmental solutions on both the demand and the supply side of the energy equation. While this is set to boost usage of existing energy-efficient technolo...

Adviser-Hub 5th May 2022

Analysis & Opinion

The Week: US bond yields hit 3%: a new investment landscape?

The dramatic moves in government bond markets since the start of the year are changing the landscape for wider financial markets. 

Adviser-Hub 4th May 2022

Business Toolkit

The beneficiary flexi-access drawdown conundrum

Beneficiary flexi-access drawdown (BFAD) allows individuals to pass on pension benefits in a manner where the beneficiaries have immediate access to the funds after death.

Fidelity Adviser Solutions 3rd May 2022

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