Adviser-Hub articles

Business Toolkit

Webinar replay: Planning considerations at tax year end

Catch up on Fidelity Adviser Solutions recent webinar where Paul Richards and Paul Squirrell discussed the use of all the various allowances and any limits and calculations required.

Fidelity Adviser Solutions 31st Jan 2023

Analysis & Opinion

Watch the yen in 2023

Ninety One portfolio managers Iain Cunningham and Alex Holroyd-Jones discuss the likelihood of a developed market recession and an end to ultra-loose Japanese monetary policy in 2023.

Ninety One 26th Jan 2023

Analysis & Opinion

The Week: High yields for high yield

High yield bonds are finally living up to their name, with average yields sitting at 8-9%. Should investors take another look? Or could recession push yields higher?

Adviser-Hub 26th Jan 2023

Analysis & Opinion

Government bonds: a return to normal?

The decade-long bull market in government bonds came to an abrupt halt in 2023. Inflation revived, as the war in Ukraine and supply chain constraints pushed up energy and food prices, with interest...

Adviser-Hub 26th Jan 2023

Analysis & Opinion

Corporate bonds: compelling yields versus imminent recession

Corporate bonds have performed better than government bonds in 2022, but only just. Investment grade bonds took a greater hit from rising rates, while high yield performed marginally better as the...

Adviser-Hub 26th Jan 2023

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Capital Group | Time to rethink fixed income

Capital Group’s Global High Income Opportunities strategy has a multi-decade track record of delivering consistent income in different market conditions. Now available through an open-ended i...

Capital Group 26th Jan 2023

fil_inflation260123a Analysis & Opinion

Inflation is slowing – the Fed may too

With markets seemingly pricing in different economic outcomes this year, Fidelity’s Global Head of Macro & Strategic Asset Allocation Salman Ahmed discusses what happens next.

Fidelity International 26th Jan 2023

Partner Zone

Japan: forging economic resilience amid global headwinds

Capital Group’s economist Anne Vandenabeele shares her view on the outlook for Japan, potential benefits from the reordering of supply chains, and opportunities in the years ahead.

Capital Group 25th Jan 2023

Partner Zone

Four trends could power an industrial renaissance

Equity investment analyst Gigi Pardasani, equity portfolio manager Andrew Suzman and equity analyst Dominic Phillips share their perspective on the potential for a coming industrial renaissance.

Capital Group 25th Jan 2023

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Baillie Gifford | Multi Asset Quarterly Update

Head of Multi Asset James Squires and Client Service Director Barry Templeton reflect on recent drivers of performance, how the current environment is influencing the portfolio and the outlook for...

Baillie Gifford 25th Jan 2023

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Baillie Gifford | What's next for growth stocks?

As many question the future of growth investing, the American Fund’s Dave Bujnowski explores the new engines powering progress.

Baillie Gifford 25th Jan 2023

Partner Zone

Baillie Gifford: What's next for growth stocks?

As many question the future of growth investing, the American Fund’s Dave Bujnowski explores the new engines powering progress.

Baillie Gifford 25th Jan 2023

Partner Zone

Baillie Gifford: Multi Asset Quarterly Update

Head of Multi Asset James Squires and Client Service Director Barry Templeton reflect on recent drivers of performance, how the current environment is influencing the portfolio and the outlook for...

Baillie Gifford 25th Jan 2023

Partner Zone

World markets review - Fourth quarter 2022

Capital Group’s review of world markets in the final quarter of 2022.

Capital Group 25th Jan 2023

Partner Zone

The economy in 2023: where Capital Group differs from market

Four contrarian scenarios in which Capital Group’s economists think current market consensus, as reflected in asset prices, may not be the most probable outcome.

Capital Group 25th Jan 2023

Partner Zone

Zipline - drones taking flight to save lives

What’s the closest thing to transportation? And how does it save lives? Investment specialist Claire Shaw from the Scottish Mortgage team discovers how far Zipline’s drones have come in...

Baillie Gifford 24th Jan 2023

Analysis & Opinion

The Week: The investment strategies of the decade

The past decade may have been all about Bitcoin and technology, but their strength has relied on abundant liquidity. Can the successful strategies of the past decade tell investors anything about t...

Adviser-Hub 19th Jan 2023

Analysis & Opinion

Market view: Will Chinese equities hop ahead in the Year of the Rabbit?

As China prepares to welcome the Year of the Rabbit, Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, shares his latest views after a very tumultuous period for China'...

Fidelity International 19th Jan 2023

Analysis & Opinion

Value insights: ‘Brilliant leader’ stories can lead investors down the garden path

Be wary of ‘management stories’: investment cases predicated on a brilliant leader making a transformational difference. Exceptional leaders exist, but they are rare beasts, say Ninety...

Ninety One 19th Jan 2023

Analysis & Opinion

Small but powerful

Ninety One Portfolio Manager Nicolas Jaquier explains how green, social, sustainable and sustainability-linked bonds could spur financing in emerging markets’ sustainable growth and developme...

Ninety One 19th Jan 2023

Analysis & Opinion

Asia and energy transition

Capital allocators can’t ignore Asia’s role in new energy solutions. Andrew Keiller, Client Service Director, Baillie Gifford, explores the emerging energy opportunities in Asia.

Baillie Gifford 19th Jan 2023

Analysis & Opinion

Why ‘nature positive’ will be as big as net zero

Jenn-Hui Tan, Fidelity’s Global Head of Stewardship & Sustainable Investing, discusses the risk that biodiversity loss poses to investors.

Fidelity International 19th Jan 2023

Business Toolkit

Tax year end planning tools and resources

With changes to UK taxation, many allowances and thresholds will be cut or frozen in 2023/24 and so it is more important than ever that clients maximise their allowances before the end of the tax y...

Fidelity Adviser Solutions 16th Jan 2023

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Baillie Gifford | Sustainable Corporate Bond Investing

Investment managers Torcail Stewart and Lucy Isles discuss the rel...

Baillie Gifford 16th Jan 2023

Partner Zone

Why UK equities still offer attractive buying opportunities

Alex Wright, portfolio manager of Fidelity Special Situations & Special Values PLC, examines the out...

Fidelity International 13th Jan 2023

Partner Zone

Getting real on sustainability

Sustainable investing has been challenged on many fronts of late, with uncertainty likely to persist. Global Head of Stewardship and Sustainable Investing, Jenn-Hui Tan, takes a...

Fidelity International 13th Jan 2023

Partner Zone

Will traditional correlations reassert in 2023?

The poor performance of risk assets in 2022 was highly unusual, with a 60/40 portfolio of US assets endu...

Fidelity International 13th Jan 2023

Analysis & Opinion

Cloudy outlook?

Inflation, what central banks do (or don’t do) and the ongoing war in Ukraine… BNY Mellon Investment Management senior strategist Lale Akoner explores the challenges that markets might...

BNY Mellon Investment Management 13th Jan 2023

Analysis & Opinion

Fundamentals: US oil majors finally get serious about clean energy

Fidelity’s Paul Gooden, analyst and co-portfolio manager, discusses why we are set to see an acceleration in the energy transition as US oil majors finally start to invest more in renewables....

Fidelity International 13th Jan 2023

Analysis & Opinion

The Week: Revisiting unfashionable emerging markets

Emerging markets have been a tough spot over the past 12 months, even by the standards of 2022. However, there are better signs for many emerging markets in the year ahead.

Adviser-Hub 12th Jan 2023

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Corporate bonds: compelling yields versus imminent recession

It’s been a tough year for corporate bonds, but after a widening of spreads, valuations look attractive. However, they will need to navigate recession in 2023. Can they sti...

Adviser-Hub 12th Jan 2023

ahpanelvid3_120122 VIDEO

Government bonds: a return to normal?

Government bonds lost their safe haven status in 2022, but yields are now higher than they have been in over a decade. Will government bonds assume their traditional role in a po...

Adviser-Hub 12th Jan 2023

Analysis & Opinion

2023: will inflation and interest rates change direction?

The path of inflation and interest rates has preoccupied investors in 2022. Fixed income markets have been forced to make a significant adjustment to a different economic outlook. The shift has bee...

Adviser-Hub 12th Jan 2023

Partner Zone

U.S. markets outlook for 2023

Capital Group economist Jared Franz expects the U.S. economy to contract by about 2% in 2023. That would be worse than the tech and telecom bubble of the early 2000s, but not nearly as bad as the 2...

Capital Group 9th Jan 2023

Analysis & Opinion

What does climate adaptation mean for EM investment?

BNY Mellon Investment Management global head of responsible strategy Kristina Church looks at efforts to boost emerging market resilience.

BNY Mellon Investment Management 6th Jan 2023

Analysis & Opinion

Notes from the road

Ninety One’s Michail Diamantopoulos reports on various shifts taking place in Gulf Cooperation Council countries and their relevance for EM debt investo...

Ninety One 6th Jan 2023

Market Updates

Global updates: Markets end 2022 on a negative note

Global equity markets ended 2022 in negative territory as investors took stock of a torrid year and looked ahead to the prospect of slowing global growth and persistent inflationary pressures.

Adviser-Hub 5th Jan 2023

Market Updates

UK market review: Lacklustre 2022 draws to a close

December saw the Bank of England announce its ninth consecutive increase in interest rates.

Adviser-Hub 5th Jan 2023

Market Updates

Market briefings looking back at December

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

Adviser-Hub 5th Jan 2023

Analysis & Opinion

Can unemployment stay this low?

Across the world, unemployment is nearing record lows. Yet labour disputes abound, and wage growth is under pressure. BNY Mellon’s unemployment infographic tells the story of the world’...

BNY Mellon Investment Management 5th Jan 2023

fil_recessiona Analysis & Opinion

Market view: Which sectors in Europe can still grow through a recession?

Marcel Stötzel, co-portfolio manager of the Fidelity European Fund and Fidelity European Trust, outlines the stocks and sectors that he believes are well-placed to grow earnings despite elevat...

Fidelity International 5th Jan 2023

ninetyone_valuea Analysis & Opinion

Value insights: popular delusions

Long-ago events can teach investors useful lessons about human behaviour, particularly people’s tendency to overreact to both good and bad news. Ninety One’s Value team tell us more.

Ninety One 5th Jan 2023

Partner Zone

Baillie Gifford Managed Fund: Forging a path to progress

Like intrepid explorers, to find the best long-term growth opportunities Managed Fund investors must look for companies reaching uncharted territory and disrupting norms, writes client service dire...

Baillie Gifford 5th Jan 2023

Analysis & Opinion

The Week: Swing factors in the year ahead

The fallout from the Ukraine crisis and a hike in interest rates were the key factors in market direction in 2022. In the year ahead, active managers will be hoping for less macro and more micro.

Adviser-Hub 4th Jan 2023

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