articles from Adviser-Hub

Adviser-Hub articles

VIDEO

Baillie Gifford | Baillie Gifford Positive Change Fund - Webinar Recording

Investment specialist Rosie Rankin provides an update on the fund’s performance and explains why the current outlook for purpose-driven companies is so exciting. Capital at risk.

Baillie Gifford 21st Dec 2023

Partner Zone

Baillie Gifford Positive Change Fund - Webinar Recording

Investment specialist Rosie Rankin provides an update on the fund’s performance and explains why the current outlook for purpose-driven companies is so exciting. Capital at risk.

Baillie Gifford 21st Dec 2023

Analysis & Opinion

Making a transition difference bottom-up

Ninety One’s Nazmeera Moola and Thabo Khojane discuss a pioneering solution in South Africa to green the power provided to Ninety One’s offices in Cape Town.

Ninety One 21st Dec 2023

Analysis & Opinion

Making an impact

Alpha Sources in impact investment.

Ninety One 21st Dec 2023

Analysis & Opinion

The climate challenge is still daunting, but COP28 offered hope

John Green, Chief Commercial Office, and Annika Brouwer, Sustainability Specialist, reflect on their time at COP28.

Ninety One 21st Dec 2023

Partner Zone

Do central banks risk ‘keeping at it’ for too long?

Throughout history, inflationary periods have been rare. It has therefore been difficult to draw parallels of today’s experience to history.

Ninety One 21st Dec 2023

Analysis & Opinion

Why the best stories often don’t make good investments

A handful of global companies have provided outsized returns this year, creating both risks and opportunities.

Ninety One 21st Dec 2023

Analysis & Opinion

China: structural and cyclical challenges present opportunities

Ninety One discusses some of the structural and cyclical aspects of China’s economy and why they currently see attractive investment opportunities in the region.

Ninety One 21st Dec 2023

Partner Zone

Picture this: what a difference a year makes

Highly diverse valuations across credit markets make for ideal conditions for bottom-up investors as we enter 2024.

Ninety One 21st Dec 2023

Partner Zone

A flexible addition to the DC scheme toolkit

Global Total Return credit – a daily dealt multi-asset credit solution.

Ninety One 21st Dec 2023

Partner Zone

Joby Aviation: preparing for takeoff

Paul Sciarra, Executive Chairman of Joby Aviation, tells Scottish Mortgage manager Tom Slater how its electric aircraft will transform the future of city transportation by providing a quicker, quie...

Baillie Gifford 19th Dec 2023

Podcast

Baillie Gifford | Joby Aviation: the Uber of the skies

Baillie Gifford 19th Dec 2023

Analysis & Opinion

Sustainability: 3 reasons why we need to look beyond decarbonisation

Our focus needs to expand beyond decarbonisation towards the social, environmental and adaptation issues linked to climate change, says Eva Cairns. That’s because regulators are starting to a...

Aberdeen Investments 19th Dec 2023

Analysis & Opinion

Infrastructure

Sustainability issues lie at the heart of infrastructure investing and abrdn’s Roger Pim guides you though the diverse opportunities that will shape his investment plans in 2024 and beyond.&n...

Aberdeen Investments 19th Dec 2023

Analysis & Opinion

Investing in economic transition with MyFolio Sustainable

How does an outcome-based, actively managed fund-of-funds solution invest sustainably?

Aberdeen Investments 19th Dec 2023

Analysis & Opinion

Will UK SDR rules support customer confidence?

abrdn’s take on the UK's new sustainable investing measures.

Aberdeen Investments 19th Dec 2023

VIDEO

Baillie Gifford | Baillie Gifford Managed Fund: the benefits of balance

The Managed Fund is no stranger to turbulence – it’s been investing in a balanced mix of equities, bonds and cash since 1987. Co-manager Iain McCombie explains how this experience infor...

Baillie Gifford 19th Dec 2023

Partner Zone

Baillie Gifford Managed Fund: the benefits of balance

The Managed Fund is no stranger to turbulence – it’s been investing in a balanced mix of equities, bonds and cash since 1987. Co-manager Iain McCombie explains how this experience infor...

Baillie Gifford 19th Dec 2023

Partner Zone

Stock market outlook

Time for diversification – a strong corporate earnings rebound could be the tailwind that drives stock prices in 2024.

Capital Group 15th Dec 2023

Partner Zone

Economic outlook

A mixed picture for global growth in 2024.

Capital Group 15th Dec 2023

Partner Zone

Three reasons why we prefer investment grade credit to US Treasuries

Flavio Carpenzano, Investment Director, explains why Capital Group thinks IG credit provides the better opportunity.

Capital Group 15th Dec 2023

Market Updates

Interest rate update: have interest rates finally peaked?

The December meetings of three of the world’s leading central banks all ended in no change for their key interest rates.

Adviser-Hub 15th Dec 2023

Analysis & Opinion

Will UK SDR rules support customer confidence?

abrdn’s take on the UK's new sustainable investing measures.

Aberdeen Investments 15th Dec 2023

Partner Zone

China may emerge from the doldrums

After a challenging year, Ninety One’s Wenchang Ma sees brighter prospects for Chinese equities in 2024.

Ninety One 14th Dec 2023

Partner Zone

Company strength, country collaboration and attractive income

Many debt-issuing companies across emerging markets have positioned themselves well for the ‘higher-for-longer’ rates environments.

Ninety One 14th Dec 2023

Partner Zone

Are the dark clouds starting to part?

Ninety One’s Archie Hart explains the need for caution in the coming months, but remains optimistic on a one- or two-year view.

Ninety One 14th Dec 2023

VIDEO

Hub Themes | Outlook

What’s in store for 2024? Against a fast-moving geopolitical backdrop with ele...

Adviser-Hub 14th Dec 2023

Podcast

Ninety One | The climate challenge is still daunting, but COP28 offered hope

Ninety One’s John Green, Chief Commercial Officer, and Annika Brouwer, Sustainability Specialist, reflect on their time at COP28, the progress that’s been made, and the highlights from...

Ninety One 14th Dec 2023

Podcast

abrdn | A sit down with a frontiersman – how to invest and holiday in the new wild west

abrdn’s Nick Robinson is joined by Kevin Daly to explore the world of frontier markets.

Aberdeen Investments 14th Dec 2023

Partner Zone

Great conditions for dynamic ‘go anywhere' credit investors

With significant and rising dispersion, look out for plenty of compelling bottom-up opportunities, but also some no-go areas for investors.

Ninety One 14th Dec 2023

Partner Zone

Opportunities for sustainable emerging markets equity investors

Market volatility is presenting opportunities to gain exposure to powerful structural trends in emerging economies.

Ninety One 14th Dec 2023

Partner Zone

A structural investment theme poised for lift-off

Despite the higher cost of capital, healthy levels of transition-related activity are continuing in emerging markets, translating into a growing opportunity set for investors.

Ninety One 14th Dec 2023

Analysis & Opinion

The Week: The Federal Reserve’s head scratcher

The US central bank has done an abrupt volte-face. What is behind its new guidance on interest rates?

Adviser-Hub 14th Dec 2023

Market Updates

Global updates: Light at the end of the inflation tunnel?

Share prices generally rebounded during November amid mounting optimism that interest rates might have peaked, underpinned by encouraging US and eurozone inflation data.

Adviser-Hub 12th Dec 2023

Market Updates

UK market review: FTSE lags global markets

Although UK equity indices ended November in positive territory, their overall performance was muted compared with many other leading equity markets.

Adviser-Hub 12th Dec 2023

Market Updates

Market briefings looking back at November

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

Adviser-Hub 12th Dec 2023

Partner Zone

South-east Asia’s rising export stars

South-east Asian nations, such as Vietnam and Indonesia, have begun challenging China for its status as the world’s leading exporter. Baillie Gifford’s Ben Durrant recently returned fro...

Baillie Gifford 12th Dec 2023

Podcast

Baillie Gifford | South-east Asia’s rising export stars

South-east Asian nations, such as Vietnam and Indonesia, have begun challenging China for its status as the world’s leading exporter. Baillie Gifford’s Ben Durrant recently returned fro...

Baillie Gifford 12th Dec 2023

Partner Zone

Why growth, why now?

Baillie Gifford partners Mark Urquhart and Tim Garratt analyse the must-have qualities the market is overlooking and reflect on the lessons of previous downturns.

Baillie Gifford 11th Dec 2023

Analysis & Opinion

Finance's evolving role in achieving net zero

Ninety One’s Chief Sustainability Offer Nazmeera Moola discusses the investment industry’s roles and responsibilities when it comes to driving the transition to net zero.

Ninety One 11th Dec 2023

Analysis & Opinion

Volatility is creating opportunities

A downturn in market sentiment is creating new opportunities to get exposure to parts of the economy expected to grow fast as the energy transition progresses.

Ninety One 11th Dec 2023

Analysis & Opinion

Net zero asset managers’ initiative: an update

We need to be alert and open-minded to opportunities for success, says Baillie Gifford’s Caroline Cook, Head of Climate Change.

Baillie Gifford 11th Dec 2023

Analysis & Opinion

Five things investors should know about TNFD

The TNFD can help investors access quality information to integrate nature-related risks and opportunities in investment decisions.

Fidelity International 11th Dec 2023

Analysis & Opinion

Introducing Fidelity’s Nature Roadmap

How Fidelity promotes robust governance and oversight of nature-related issues in investment decision-making to help protect the environment.

Fidelity International 11th Dec 2023

Analysis & Opinion

COP28

What’s needed for a credible oil and gas transition? A big question looms: can alternative technologies aid a credible oil and gas transition?

Aberdeen Investments 11th Dec 2023

Analysis & Opinion

Avoided emissions

Discover how abrdn is contributing to research on avoided emissions and helping to improve how corporate climate impact is measured.

Aberdeen Investments 11th Dec 2023

Analysis & Opinion

Just Transition

Four things investors can do to ensure society isn’t shortchanged in the transition to net zero – abrdn’s latest climate research paper shows why a ‘just transition’ m...

Aberdeen Investments 11th Dec 2023

Partner Zone

A crisis of global integration

We are arguably living through a fourth systemic crisis and the result will be a vastly different economy. Understanding the investment implications is what this iteration of the ‘Road to 203...

Ninety One 8th Dec 2023

Partner Zone

NVIDIA: Accelerating AI

Silicon Valley’s longest-serving chief executive is playing a pivotal role in the advance of AI. Scottish Mortgage’s Claire Shaw explains how a long-term plan by NVIDIA’s Jensen H...

Baillie Gifford 8th Dec 2023

Analysis & Opinion

A mixed picture for global growth in 2024

Under the weight of elevated inflation and high interest rates, the world’s major economies are diverging, says Capital Group.

Capital Group 8th Dec 2023

Analysis & Opinion

There’s more to selecting equity index funds than low fees

Fidelity’s Jason Humphrey provides his expert insight into what should be on investors’ due diligence checklist when selecting equity index funds.

Fidelity International 8th Dec 2023

Partner Zone

What the gold price is telling us

Gold has defied rising bond yields to trade in a range rarely seen before. Is there more in the price than a ‘war premium'?

Ninety One 8th Dec 2023

Partner Zone

The rise of China revisited

China’s economic rise to the world’s second-largest economy has been spectacular and exerts substantial geopolitical influence in the current landscape.

Ninety One 8th Dec 2023

Partner Zone

Favourable currents strengthening beneath choppy waters

At a global level, the path immediately ahead could be choppy. But beneath the surface, currents favouring emerging markets are gathering force.

Ninety One 8th Dec 2023

Partner Zone

Embrace the contrarian opportunity

Ninety One’s Stephanie Niven explains why investors have an opportunity to benefit from an allocation to companies with sustainable drivers of structural growth.

Ninety One 8th Dec 2023

Analysis & Opinion

Four golden rules to help you handle market volatility

When uncertainty strikes, financial markets often respond with a period of volatility – and it’s not always easy to remain unflustered when asset prices are swinging back and forth. At...

Adviser-Hub 6th Dec 2023

Analysis & Opinion

Higher interest rates – winners and losers

Whether interest rates are going up or down, a move in monetary policy is always big news. But what are the implications for savers, borrowers, investors, and the wider economy?

Adviser-Hub 6th Dec 2023

Analysis & Opinion

Lower interest rates – winners and losers

Whether interest rates are going up or down, a move in monetary policy is always big news. But what are the implications for savers, borrowers, investors, and the wider economy?

Adviser-Hub 6th Dec 2023

Partner Zone

Japanese growth: an evolving opportunity

After a challenging period for growth investing in Japan, Donald Farquharson, Head of Japanese Equities at Baillie Gifford reflects on how the landscape is changing and why it’s time to take...

Baillie Gifford 6th Dec 2023

Analysis & Opinion

The Week: The market rally: can it last?

It’s been a bumper month for stock markets, with a wholesale re-embracing of risk over the past month. Does it leave increasingly little margin for error?

Adviser-Hub 6th Dec 2023

Podcast

Baillie Gifford | HelloFresh: a recipe for success

Chief executive of HelloFresh, Dominik Richter, tells Scottish Mortgage’s Lawrence Burns how his company helps even the most reluctant, time-pressed consumers serve up nutritious, delicious f...

Baillie Gifford 1st Dec 2023

Partner Zone

HelloFresh: changing how people eat forever

Scottish Mortgage deputy manager Lawrence Burns speaks to Dominik Richter, co-founder and chief executive at HelloFresh, about streamlining the journey from farm to front-door, reducing food waste...

Baillie Gifford 1st Dec 2023

Podcast

Ninety One | The acceleration towards a multipolar world

Ninety One’s Philip Saunders argues that much of the current geopolitical malaise is the result of the rise of China – its scale, its ‘all-state’ characteristics, and Americ...

Ninety One 30th Nov 2023

Podcast

abrdn | Smoke Stacks to Chip Stacks – how EM is driving the next generation of infrastructure:

In the latest episode of the Emerging Markets Equities podcast, abrdn’s Nick Robinson is joined by Pruksa Iamthongthong to evaluate the AI revolution within emerging markets.

Aberdeen Investments 30th Nov 2023

Partner Zone

Electric vehicles in the fast lane

Will European consumers be interested in buying Chinese EVs, and will China’s automakers slash prices to grab market share?

Capital Group 30th Nov 2023

Partner Zone

The new normal for equities in 2024

Capital Group’s analysis shows that investors would be well served by diversifying into stocks once interest rates peak.

Capital Group 30th Nov 2023

Partner Zone

How to use bonds to seek balance as Fed hikes wind down

The time-honoured relationship between stocks and bonds has broken down over recent years, but there are encouraging signs of its eventual return.

Capital Group 30th Nov 2023

Analysis & Opinion

The Week: Regulator’s warning on cash holdings

The regulator’s messaging around pension funds and cash is capricious. Everyone needs to invest, so why not help them do it?

Adviser-Hub 29th Nov 2023

Analysis & Opinion

Resilience in higher rate headwinds

Walter Scott client investment manager George Dent discusses the macroeconomic environment from the perspective of a quality growth investor.

BNY Mellon Investment Management 29th Nov 2023

Analysis & Opinion

US outlook: structural tailwinds vs near-term uncertainty

The fundamental drivers for US outperformance remain intact, according to Fidelity American Special Situations Fund portfolio managers Rosanna Burcheri and Ashish Bhardwaj.

Fidelity International 29th Nov 2023

Business Toolkit

Vulnerable customers and the Consumer Duty

The Consumer Duty has recently imposed additional rules and guidance on how vulnerable customers should be treated.

Fidelity Adviser Solutions 28th Nov 2023

Partner Zone

India gears up for a greater global role

With index inclusion imminent, Indi...

Ninety One 27th Nov 2023

Partner Zone

Driving financial inclusion in Brazil

For a select group of companies, enabling financial inclusion is both a structural growth tailwind and an impact opportunity.

Ninety One 27th Nov 2023

Analysis & Opinion

Autumn Statement 2023: politics & economics

With an eye to the forthcoming General Election, Chancellor of the Exchequer Jeremy Hunt introduced his Autumn Statement as a “Statement for Growth”

Adviser-Hub 27th Nov 2023

Partner Zone

Making the switch

Rewiring the economy for a net-zero world. In this video, Ninety One’s Global Environment team explores investing in decarbonisation.

Ninety One 27th Nov 2023

Partner Zone

Investing for tomorrow

Ninety One’s Stephanie Niven and Jake Thomson examine some of the front-line challenges and impact potential of African conservation with Tusk founder Charlie Mayhew.

Ninety One 27th Nov 2023

Partner Zone

Planetary Pulse

Targeting effectiveness – asset owners weigh the risks and opportunities of investing for an inclusive energy transition.

Ninety One 27th Nov 2023

Analysis & Opinion

Making the switch

Rewiring the economy for a net-zero world. In this video, Ninety One’s Global Environment team explores investing in decarbonisation.

Ninety One 27th Nov 2023

Analysis & Opinion

Investing for tomorrow

Ninety One’s Stephanie Niven and Jake Thomson examine some of the front-line challenges and impact potential of African conservation with Tusk founder Charlie Mayhew.

Ninety One 27th Nov 2023

Analysis & Opinion

Planetary Pulse

Targeting effectiveness – asset owners weigh the risks and opportunities of investing for an inclusive energy transition.

Ninety One 27th Nov 2023

Analysis & Opinion

Driving financial inclusion in Brazil

For a select group of companies, enabling financial inclusion is both a structural growth tailwind and an impact opportunity.

Ninety One 27th Nov 2023

Analysis & Opinion

Embracing the energy transition

Imagining the future – in this webinar, Caroline Cook, Baillie Gifford’s Head of Climate Change, discusses ways to anticipate opportunity.

Baillie Gifford 27th Nov 2023

Analysis & Opinion

Adding value by tackling climate change

Baillie Gifford’s Lee Qian, manager of Positive Change and Keystone Positive Change Investment Trust, highlights four areas where he sees exciting opportunities emerging.

Baillie Gifford 27th Nov 2023

Analysis & Opinion

ESG outlook

Fidelity’s Chief Sustainability Officer Jenn-Hui Tan outlines how asset managers are evolving their engagement approaches to include regulators, policymakers, and industry groups, alongside c...

Fidelity International 27th Nov 2023

Analysis & Opinion

Opportunities in EMD as ESG evolves

As emerging markets catch up with their developed peers in integrating ESG, abrdn examines some of the opportunities this is creating for bond investors.

Aberdeen Investments 27th Nov 2023

Analysis & Opinion

SFDR

Are articles 8 and 9 fit for purpose? As the European Commission reviews the EU’s SFDRs, abrdn assesses the implications for investors.

Aberdeen Investments 27th Nov 2023

Analysis & Opinion

Understanding the language of COP28

To understand the priorities of corporate and political leaders at COP28, it’s important to speak their language, says abrdn.

Aberdeen Investments 27th Nov 2023

Analysis & Opinion

The Week: The missing opportunity in the Autumn statement

The Chancellor missed an opportunity to revive the UK’s capital markets by ditching the British ISA idea.

Adviser-Hub 22nd Nov 2023

VIDEO

Baillie Gifford | Scottish Mortgage on Aurora: the technology company transforming trucking

Change how you move goods, change the world for the better. Chris Urmson, chief executive and co-founder of Aurora, discusses with Scottish Mortgage Manager Tom Slater what impact driverless trucks...

Baillie Gifford 22nd Nov 2023

Podcast

Baillie Gifford | Scottish Mortgage on Aurora: the technology company transforming trucking

Baillie Gifford 20th Nov 2023

VIDEO

Baillie Gifford | Baillie Gifford Sustainable Income - Webinar Recording

Investment specialist Tom Danaher chats with manager of the Sustainable Income Fund Steven Hay about three big questions for those weighing up their pension options amid the challenges of the past...

Baillie Gifford 20th Nov 2023

Partner Zone

Legally bond: where our credit investors are finding underappreciated resilience

By keeping an open mind and not judging companies on superficial attributes, we hope to find attractive investment opportunities that other credit investors might overlook. Baillie Gifford’s...

Baillie Gifford 20th Nov 2023

Partner Zone

Baillie Gifford Sustainable Income - Webinar Recording

Investment specialist Tom Danaher chats with manager of the Sustainable Income Fund Steven Hay about three big questions for those weighing up their pension options amid the challenges of the past...

Baillie Gifford 17th Nov 2023

Analysis & Opinion

The Week: Apple versus the UK

Investors can buy the whole of the UK market for the same price as Apple. Does that look like a fair trade?

Adviser-Hub 16th Nov 2023

Partner Zone

Scottish Mortgage on Aurora: the technology company transforming trucking

Baillie Gifford 16th Nov 2023

Partner Zone

The changing face of trade: idea-driven companies come to the fore

The knowledge economy, or digital trade, is gaining momentum, and this is giving rise to a new breed of idea-driven global giants.

Capital Group 15th Nov 2023

Partner Zone

How to think about bonds in this new world

Capital Group shares why they believe in the value of fixed income in portfolios, and how bonds should be viewed in this different world.

Capital Group 15th Nov 2023

Partner Zone

Whatever happened to the recession – and does it matter for bonds?

Capital Group’s analysis points to one clear implication: the importance of investing in fixed income despite ongoing uncertainty.

Capital Group 15th Nov 2023

VIDEO

Fidelity International | Fund in 5: Fidelity Cash Fund

In this fund in five Chris Ellinger, portfolio manager of the Fidelity Cash Fund, offers an insight into...

Fidelity International 15th Nov 2023

Business Toolkit

IFA DNA - The impact of regulation and tax changes on advice firms

There’s more regulatory change on the horizon too. So, it’s no surprise our qualitative interviews revealed growing frustration at the ever-increasing compliance burden on advice firms....

Fidelity Adviser Solutions 14th Nov 2023

Podcast

Baillie Gifford | Japan: a new dawn for growth investing

Baillie Gifford’s Donald Farquharson has invested in Japan since the 1990s. He thinks this recovery could be here to stay. A veteran observer of the Japanese market’s false dawns reflec...

Baillie Gifford 14th Nov 2023

VIDEO

Baillie Gifford | Scottish Mortgage investor webinar: your questions answered

What two questions should an investor ask themselves if a company’s share price goes up? In this recent webinar recording, join Scottish Mortgage’s decision-makers as they answer this a...

Baillie Gifford 13th Nov 2023

Partner Zone

Scottish Mortgage investor webinar: your questions answered

What two questions should an investor ask themselves if a company’s share price goes up? In this recent webinar recording, join Scottish Mortgage’s decision-makers as they answer this a...

Baillie Gifford 13th Nov 2023

Analysis & Opinion

Investing in Asia's Green Transition

Watch and read how the region’s sustainability push has created new investment opportunities.

Aberdeen Investments 13th Nov 2023

Analysis & Opinion

Measuring a portfolio’s alignment with net-zero goals

To how useful and meaningful are existing approaches for investors?

Aberdeen Investments 13th Nov 2023

Analysis & Opinion

Sustainable investing: mind the behaviour gap

Dave Fewtrell, Head of Strategic Partnerships at abrdn, explores how an awareness of cognitive biases could help you to help your clients.

Aberdeen Investments 13th Nov 2023

Analysis & Opinion

Aligning the UN’s SDGs with business strategy

abrdn explores how an effective business strategy can help meet the 2030 SDGs.

Aberdeen Investments 13th Nov 2023

Market Updates

Global updates: “Limping along”

Equity and bond prices fell during October as investors’ appetite for risk was blunted by geopolitical tensions and economic uncertainties.

Aberdeen Investments 10th Nov 2023

Market Updates

UK market review: Bond sell-off continues

UK share prices fell during October as concerns over the economic outlook were compounded by geopolitical uncertainties following the outbreak of the Israel-Gaza war.

Adviser-Hub 10th Nov 2023

Market Updates

Market briefings looking back at October

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

Adviser-Hub 10th Nov 2023

Analysis & Opinion

The Week: Investment trust bargains?

Investment trusts are trading at knock-down prices, but does that make them a bargain?

Adviser-Hub 9th Nov 2023

Partner Zone

EM sovereign debt: taking stock of the sustainable bond market

Nicolas Jaquier and Peter Eerdmans chart the EM sovereign debt market’s evolution and provide insights and pointers for investors.

Ninety One 8th Nov 2023

Podcast

Ninety One | Agriculture is vast, varied and vital

Ninety One’s Dawid Heyl explains and details the opportunities.

Ninety One 8th Nov 2023

Podcast

Ninety One | The AI opportunity

Ninety One looks at the likely winners in the space and what this means for investors.

Ninety One 8th Nov 2023

Podcast

Fidelity International | Fund update: Global Dividend

Portfolio manager Dan Roberts provides an update on the Fidelity Global Dividend Fund

Fidelity International 8th Nov 2023

Podcast

Fidelity International | Japanification

Fidelity’s local team talk through the lessons learned from Japan’s economic journey and the current developments unfolding in China today.

Fidelity International 8th Nov 2023

Podcast

abrdn | Aligning the UN’s SDGs with business strategy

abrdn explores how an effective business strategy can help meet the 2030 SDGs.

Aberdeen Investments 8th Nov 2023

Partner Zone

Fed’s 2% inflation target could be delivered

Fed’s 2% inflation target could be delivered early, says Capital Group economist Jared Franz.

Capital Group 8th Nov 2023

Partner Zone

Fixed Income Perspectives Q4 2023

Fixed Income Perspectives Q4 2023: quarterly macro and market insights from Capital Group’s fixed income team.

Capital Group 8th Nov 2023

Partner Zone

Focus on finding idiosyncratic company and sector opportunities

Focus on finding idiosyncratic company and sector opportunities against an uncertain backdrop.

Capital Group 8th Nov 2023

Podcast

Attractive opportunity to add duration in non-USD rates

An appealing entry point for global rates exposure, given uncertainties around the global macroeconomic backdrop.

Capital Group 8th Nov 2023

Partner Zone

How ESG monitoring can enhance sovereign bond investing

Considering material ESG risks and opportunities helps shape Capital Group’s research and analysis of sovereign issuers.

Capital Group 8th Nov 2023

Partner Zone

The acceleration towards a multipolar world

Philip Saunders argues that much of the current geopolitical malaise is the result of the rise of China.

Ninety One 8th Nov 2023

Partner Zone

Global Insights 2023

2023 has been a year of defining change, with much of the world adapting to higher interest rates – Ninety One’s portfolio managers share their key takeaways.

Ninety One 8th Nov 2023

Partner Zone

Agriculture is vast, varied and vital

David Heyl explains how things are changing in the strategically vital agri economy and details the resultant opportunities.

Ninety One 8th Nov 2023

Analysis & Opinion

Navigating ‘anti-economics’

Fidelity’s team analyses how the macro environment is likely to evolve and why gravity will finally win out in the form of a US recession in 2024.

Fidelity International 6th Nov 2023

VIDEO

Hub Themes | Bonds

Against a backdrop of ongoing volatility in bond markets, Hub Themes – a curated selection of articles from our sponsors – explores prospects for bonds and assesses t...

Adviser-Hub 3rd Nov 2023

VIDEO

Baillie Gifford | Multi Asset Investment Update

Even as inflation slows, central banks are maintaining high interest rates, leaving the global economy teetering between recession and a soft landing. Baillie Gifford investment manager Scott Lothi...

Baillie Gifford 3rd Nov 2023

Partner Zone

Multi Asset Investment Update

Baillie Gifford 3rd Nov 2023

VIDEO

Fidelity International | Fund in 5: Fidelity Short Dated Corporate Bond Fund

Delve into the Fidelity Short Dated Corporate Bond Fund from five distinct perspectives: asset class, process, differentiator, team, and track record. Fund manager Kris Atkinson guides us through t...

Fidelity International 3rd Nov 2023

Analysis & Opinion

The Week: Are investors tiring of big tech?

The recent round of earnings for the ‘magnificent seven’ has been greeted with indifference by stock markets. Could investors finally start to look beyond these tech giants for growth?<...

Adviser-Hub 2nd Nov 2023

Market Updates

Interest rate update: Central banks on hold

As expected, central banks in the UK, US and Europe opted to leave interest rates unchanged in late October and early November. Policymakers adopted a “wait-and-see” approach to allow t...

Adviser-Hub 2nd Nov 2023

VIDEO

Baillie Gifford | Upfront: Episode Four

Catch up on the latest episode featuring a discussion on private companies, a Q&A with Baillie Gifford partner James Dow, and a deep dive into why Softbank is a top pick for the Japanese team.<...

Baillie Gifford 30th Oct 2023

Partner Zone

Upfront: Episode Four

Catch up on the latest episode featuring a discussion on private companies, a Q&A with Baillie Gifford partner James Dow, and a deep dive into why Softbank is a top pick for the Japanese team.<...

Baillie Gifford 30th Oct 2023

Partner Zone

Get structural re-examining decarbonisation growth trends

Ninety One’s Deirdre Cooper and Graeme Baker argue that decarbonisation remains the biggest structural growth opportunity of their generation.

Ninety One 27th Oct 2023

VIDEO

Fidelity International | Why make the move into Money Market Funds now?

Today’s investors face a challenging prospect of an oncoming recession and elevated market volatility, which may lead them to question their risk appetite and asset allocation. Against this b...

Fidelity International 27th Oct 2023

VIDEO

Fidelity International | Short but sweet: The case for short dated credit

Our investment team highlight the case of short dated credit in today’s environment of rising rates, high inflation and weak growth. Within this, we outline why an active approach, focused on...

Fidelity International 27th Oct 2023

Partner Zone

What’s going on in the US bond market

Many are speculating that interest rates have adjusted upwards on a structural basis. Ninety One Investment Strategist Russell Silbertson takes a different view.

Ninety One 27th Oct 2023

Partner Zone

The AI opportunity

Ninety One looks at the likely winners in the space and what this means for investors.

Ninety One 27th Oct 2023

Partner Zone

Is cash really king?

It’s not a yes or no question, argues Ninety One’s Jason Borbora-Sheen.

Ninety One 27th Oct 2023

Partner Zone

The lessons only experience can teach

At an uncertain juncture in markets, this may be a good time to reflect on the hard lessons that only the experience of living through a grinding bear market...

Ninety One 27th Oct 2023

Partner Zone

Tackling the sustainable investment sentiment shift

Ninety One’s Deirdre Cooper explains the shift, outlines her stance, and injects a good deal of contrarian optimism.

Ninety One 27th Oct 2023

Analysis & Opinion

The Week: What is the US bond market saying?

US government bond yields keep ticking higher. What are bond markets trying to convey? And should investors be listening?

Adviser-Hub 26th Oct 2023

Analysis & Opinion

The growth opportunity that markets are (still) missing

The critical role natural resources business have to play in the energy transition and their significant structural growth potential.

Ninety One 26th Oct 2023

Analysis & Opinion

Investing in climate solutions: small is also beautiful

Novozymes: decarbonising industry and agriculture, one microbe at a time.

Ninety One 26th Oct 2023

Analysis & Opinion

Get structural: re-examining decarbonisation growth trends

Ninety One’s Deirdre Cooper and Graeme Baker argue that decarbonisation remains the biggest structural growth opportunity of their generation.

Ninety One 26th Oct 2023

Analysis & Opinion

How are style and inflation risks influencing ESG investors?

Soaring inflation and sharp shifts in equity market leadership have taken their toll – how are these market events playing out in the ESG arena?

Capital Group 26th Oct 2023

Analysis & Opinion

How ESG monitoring can enhance sovereign bond investing

Considering material ESG risks and opportunities helps shape Capital Group’s research and analysis of sovereign issuers – especially in emerging markets.

Capital Group 26th Oct 2023

Analysis & Opinion

How abrdn is gearing up for the TNFD's implementation

How abrdn is gearing up for the Taskforce on Nature-related Financial Disclosure’s (TFND’s) implementation.

Aberdeen Investments 26th Oct 2023

Analysis & Opinion

Tackling the sustainable investment sentiment shift

Ninety One’s Deirdre Cooper explains the shift, outlines her stance, and injects a good deal of contrarian optimism.

Ninety One 26th Oct 2023

VIDEO

The opportunities across Asian markets – panel discussion video #4

Three fund managers give their views on the most exciting areas across Asia, but also delve into the potential risks. Jupiter Asset Management's Sam Konrad, Premier Miton Investors' William...

Adviser-Hub 26th Oct 2023

Business Toolkit

Investment Outlook: Is opportunity knocking?

Fidelity’s Tom Stevenson shares his thoughts on the global economy and where potential opportunities lie.

Fidelity Adviser Solutions 25th Oct 2023

VIDEO

Baillie Gifford | Baillie Gifford Managed Fund - Manager update

Joint manager Steven Hay and investment specialist Philip Scott reflect on the year so far, challenges for growth investors and why the team maintains confidence in the Managed Fund’s long-te...

Baillie Gifford 25th Oct 2023

Partner Zone

Baillie Gifford Managed Fund - Manager update

Watch joint manager Steven Hay and investment specialist Philip Scott reflect on the year so far, challenges for growth investors and why the team maintains confidence in the Managed Fund’s l...

Baillie Gifford 25th Oct 2023

VIDEO

The health of the Asian corporate sector – panel discussion video #3

Asian corporate earnings look set to outstrip those of Western markets over the next 12 months, but where are the greatest pockets of strength? Jupiter Asset Management's Sam Konrad, Premier Mi...

Adviser-Hub 25th Oct 2023

Business Toolkit

How ISAs might change – Autumn Statement

The rules and incentives governing savings may be up for review at the Autumn Statement next month (22 November).

Fidelity Adviser Solutions 25th Oct 2023

Business Toolkit

Talking Points – latest technical updates in one place

Latest technical updates in one place.

Fidelity Adviser Solutions 25th Oct 2023

Business Toolkit

Building and maintaining client trust

As part of Fidelity Adviser Solutions ‘Building profitable practices’ series, we present some ideas to help you make the most of your client interactions.

Fidelity Adviser Solutions 25th Oct 2023

Business Toolkit

IFA DNA 2023: Adapting to uncertainty

Fidelity Adviser Solutions have also included their Special Report which examines the impact of regulation and tax changes on advice firms. Hear what your peers have to say.

Fidelity Adviser Solutions 25th Oct 2023

Partner Zone

The smaller names behind the boom in big luxury brands

Tzoulianna Leventi from abrdn, explores what companies are leading the way.

Aberdeen Investments 24th Oct 2023

Partner Zone

Entering the mineral age: can we mine sustainably?

Traditional mining comes with a host of negative impacts – so can we enter the mineral age without getting our hands dirty? Baillie Gifford’s Kajetan Czyż explains more.

Baillie Gifford 24th Oct 2023

Podcast

Ninety One | Tacking the sustainable investment sentiment shift

Ninety One’s Deirdre Cooper explains the shift, outlines her stance, and injects a good deal of contrarian optimism.

Ninety One 23rd Oct 2023

Podcast

Fidelity International | Japanification

Fidelity’s local team talk through the lessons learned from Japan’s economic journey and the current developments unfolding in China today.

Fidelity International 23rd Oct 2023

Analysis & Opinion

abrdn | We need to talk about the ex

Is EM as an asset class ready to separate from China?

Aberdeen Investments 23rd Oct 2023

Business Toolkit

Financial wellness insights for your clients

Having a good relationship with money and making the most of it day to day is so important. So, how can you help look after clients' financial wellness?

Fidelity Adviser Solutions 23rd Oct 2023

VIDEO

Asian economies: fundamentally stronger? – panel discussion video #2

Asia’s economies seem to have side-stepped many of the problems that are weighing on Western economies – such as inflation, debt, economic stagnation, but can they continue to thrive? J...

Adviser-Hub 23rd Oct 2023

Partner Zone

How are style and inflation risks influencing ESG investors?

Soaring inflation and sharp shifts in equity market leadership have taken their toll – how are these market events playing out in the ESG arena?

Capital Group 20th Oct 2023

Partner Zone

Q3 roundup

Stocks and bonds stumble on rising rates.

Capital Group 20th Oct 2023

Partner Zone

Three themes for Q4

Have central banks pulled it off? Tightening monetary policy appears to have brought inflation down from its peak without causing serious damage to the economy. But it’s not yet ‘job do...

Fidelity International 20th Oct 2023

Partner Zone

The case for short dated credit

Our investment team highlight the case of short dated credit in today’s environment of rising rates, high inflation and weak growth. Within this, we outline why an active approach, focused on...

Fidelity International 20th Oct 2023

Partner Zone

Far from last orders

One in five pubs in Britain has closed, prompting a national outcry at the loss of these national institutions. But rising retail prices and falling energy costs may be putting the industry on a be...

Fidelity International 20th Oct 2023

Partner Zone

A free lunch for fixed income investors?

Bond markets are currently experiencing a rare irregularity with the inversion of the yield curve. Fixed income portfolio managers Kris Atkinson and Shamil Pankhania outline why this offers a uniqu...

Fidelity International 20th Oct 2023

Partner Zone

US government debt

We need to talk.

Capital Group 20th Oct 2023

Partner Zone

Where next for equity valuations? The AI effect

Distinct valuation ‘eras’ can be seen in stock markets across the decades, typically driven by broader macro trends.

Capital Group 20th Oct 2023

VIDEO

China: is the recovery cancelled or postponed? – panel discussion video #1

China has been the engine of Asian growth, but now appears to be struggling: the reopening has been disappointing and there is now the real spectre of deflation. Can the Asian giant revive? Jupiter...

Adviser-Hub 20th Oct 2023

Partner Zone

What is private company investing? And why do we do it?

We call it private companies, not private equity, for a reason. Discover what private company investing is, and why we believe there isn’t a need to draw a hard line between privately-owned a...

Baillie Gifford 18th Oct 2023

Partner Zone

What are the myths of private company investing?

Ben James, James Yuill and Rachael Callaghan pull apart three myths of private company investing that could be skewing your view.

Baillie Gifford 18th Oct 2023

Partner Zone

What’s the valuation process for private companies?

When valuing private companies, we don’t let investment managers mark their own homework. From a separate valuation team to independent auditors, multiple layers of independent review form a...

Baillie Gifford 18th Oct 2023

Analysis & Opinion

The Week: Stubborn inflation a headache for the Bank of England

UK inflation was unchanged for this month. It may be persistently high, but the Bank of England is unlikely to move on interest rates.

Adviser-Hub 18th Oct 2023

Analysis & Opinion

The Asian economic landscape

There are mixed reports on Asia’s economy today. On the one hand, there are fears that China’s weakness will depress the whole region. On the other, Asia’s economies appear to hav...

Adviser-Hub 17th Oct 2023

Analysis & Opinion

The Asian corporate sector

Asian stock market returns have been unexciting in recent years, held back by the region’s slow recovery from Covid, the relative weakness of China and also, the tough comparison set by the U...

Adviser-Hub 17th Oct 2023

Partner Zone

Investing in climate solutions

Small is also beautiful – Novozymes is decarbonising industry and agriculture, one microbe at a time.

Ninety One 16th Oct 2023

Partner Zone

Notes from the road

Ninety One’s EM debt team travelled far and wide in September, visiting 12 emerging markets across the globe. Read their takeaways here.

Ninety One 16th Oct 2023

Partner Zone

It’s time for implementation at COP. Or at least that’s what we’re hoping for

Ninety One’s Chief Sustainability Officer Nazmeera Moola anticipates COP28.

Ninety One 16th Oct 2023

Partner Zone

Diversified Income: focus on the outcome

John Stopford shares his view on the market.

Ninety One 16th Oct 2023

Partner Zone

Getting the most out of emerging market debt

Discover what the full EM debt opportunity set can do for you and how best to navigate it.

Ninety One 16th Oct 2023

Partner Zone

Thinking differently about multi-asset investing

Ian Cunningham shares his views on the current market climate and why he believes the Global Macro Allocation Fund is appropriate in this climate.

Ninety One 16th Oct 2023

Business Toolkit

Navigating the retirement maze

Explore the summary of the retirement themes and challenges for financial planners and their clients.

Fidelity Adviser Solutions 16th Oct 2023

Analysis & Opinion

The Week: Oil prices: a worry for central banks?

Oil prices are contributing to higher inflation. Could they push central banks into more rate rises?

Adviser-Hub 12th Oct 2023

VIDEO

Baillie Gifford | Positive Change Manager Update

Lee Qian, investment manager of the Baillie Gifford Positive Change Fund, provides an update on the strategy, accompanied by investment specialist Rosie Rankin. Learn more about the current portfol...

Baillie Gifford 12th Oct 2023

Partner Zone

Positive Change Manager Update

Watch Lee Qian, investment manager of the Baillie Gifford Positive Change Fund, as he provides an update on the strategy, accompanied by investment specialist Rosie Rankin. Learn more about the cur...

Baillie Gifford 12th Oct 2023

VIDEO

abrdn | The importance of investing for income

Listen to Adam Skerry from abrdn, as he shares insights on the current market and essential factors your clients should contemplate when investing during a recessionary period.

Aberdeen Investments 11th Oct 2023

Analysis & Opinion

The impact of a slowing China across Asia

China has been the engine of Asian growth since its entry into the World Trade Organisation in 2001. However, its economic grip is weakening

Adviser-Hub 10th Oct 2023

Analysis & Opinion

Fixed Income Explained: addressing uncertainty – the Optimistic Zone

Where are developed economies headed? Navigate bond markets with abrdn’s podcast.

Aberdeen Investments 10th Oct 2023

Analysis & Opinion

It’s time for implementation at COP. Or at least that’s what we’re hoping for

Ninety One’s Chief Sustainability Officer Nazmeera Moola anticipates COP28.

Ninety One 10th Oct 2023

Analysis & Opinion

Investing in climate solutions: small is also beautiful

Novozymes is decarbonising industry and agriculture, one microbe at a time.

Ninety One 10th Oct 2023

Analysis & Opinion

Deciphering the human factor

How to turn culture and inclusion insights into alpha signals.

Ninety One 10th Oct 2023

Analysis & Opinion

Entering the mineral age

Can we mine sustainably?

Baillie Gifford 10th Oct 2023

Analysis & Opinion

Real estate investments promise real climate impact

Three areas investors can use to help drive the net zero transformation.

Fidelity International 10th Oct 2023

Analysis & Opinion

Sustainable investing in a just transition

Fidelity’s sustainable investing team explores the concept of a ‘just transition’ and why it matters from an investment perspective.

Fidelity International 10th Oct 2023

Analysis & Opinion

Emerging markets and the SDG

investing where it's needed most – abrdn examines some of the companies helping to solve some of the biggest challenges we face today.

Aberdeen Investments 10th Oct 2023