Adviser-Hub articles

Analysis & Opinion

Sustainable dividends: the pursuit of quality and prudence

Aline Avzaradel, portfolio manager of the Capital Group Capital Income Builder strategy, explains her focus towards dividend sustainability and the need to avoid dividend cutters, which can undermi...

Capital Group 31st Mar 2023

Hub Exclusives - Banner_Alternatives 33-1 Analysis & Opinion

Three sustainability themes set to dominate Europe's AGM season

As Europe’s AGM season begins, Fidelity’s Global Head of Stewardship & Sustainable Investing Jenn-Hui Tan outlines how he expects the cost of living, climate change, and diversity,...

Fidelity International 30th Mar 2023

Analysis & Opinion

The Week: Will Spring spring for stock markets?

Markets have gone nowhere for the past 12 months against a tough backdrop. Can investors hope for more in the short-term?

Adviser-Hub 30th Mar 2023

Market Updates

US interest rate update: Fed tightens again

US rates rose by another 25 basis points at the Federal Open Market Committee’s March meeting as policymakers continued to take action to curb inflationary pressures.

Adviser-Hub 24th Mar 2023

Market Updates

UK interest rate update: UK rates rise to 4.25%

The Bank of England raised its key base rate by one-quarter of a percentage point to 4.25% at the Monetary Policy Committee’s March meeting, marking the eleventh consecutive increase in UK ra...

Adviser-Hub 24th Mar 2023

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Nintey One | SVB's failure

SVB’s demise highlights the impact of repeated and rapid rate rises. Ninety One’s Iain Cunningham explains why this may be the beginning of a problem, not the end.

Ninety One 23rd Mar 2023

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Ninety One | What the inverted yield curve foretells

For decades, an inverted yield curve has predicted recession in the US and beyond. Philip Saunders, Director at Ninety One’s Investment Institute, discusses the implications.

Ninety One 23rd Mar 2023

Partner Zone

Asian banks: end of Fed hiking could be key

As the fallout from the collapse of Silicon Valley Bank ripples across the world, markets continue to consider potential contagion effects on the global banking sector and beyond.

Capital Group 22nd Mar 2023

Partner Zone

China reopening should benefit parts of EM Asia

Spillovers from China’s reopening will be mostly positive and the main channels are through tourism, goods imports and commodity prices. 

Capital Group 22nd Mar 2023

Partner Zone

10 investment themes for 2023

Capital Group shares 10 long-term themes that their investment team is focusing on right now. As these ideas illustrate, even during periods of uncertainty, it can be an exciting time to be an inve...

Capital Group 22nd Mar 2023

Analysis & Opinion

The Week: Inflation comes back to bite

Many investors had believed inflationary pressures were easing; the latest UK inflation figures are a nasty surprise. 

Adviser-Hub 22nd Mar 2023

Partner Zone

Investment grade outlook: security selection may be key to managing uncertainty

Despite the market’s conviction, the macro-economic outlook remains uncertain and security selection will be crucial to capture opportunities.

Capital Group 22nd Mar 2023

Partner Zone

Four cardinal questions for investors in turbulent times

The economy is stormy, so finding companies that can sail through a range of circumstances is the best strategy for growth investors in search of great returns, writes Baillie Gifford investment ma...

Baillie Gifford 22nd Mar 2023

Partner Zone

Sustainable corporate bond investing

Baillie Gifford investment managers Torcail Stewart and Lucy Isles discuss the relationship between sustainability and returns, and how this influences their commitment to hold responsible companie...

Baillie Gifford 21st Mar 2023

Partner Zone

Resilient growth for the long term

Baillie Gifford Global Income Growth investment manager Ross Mathison discusses why investors must stay focused on growth potential

Baillie Gifford 21st Mar 2023

Partner Zone

Enduring growth for enduring good

An introduction to sustainable growth.

Baillie Gifford 21st Mar 2023

Partner Zone

A financial market reset brings opportunities for one of Baillie Gifford’s leading OEICs

Lucy Haddow, product specialist on the Managed Fund, considers the future of growth companies, reflects on a difficult market and explains why the team remains optimistic.

Baillie Gifford 21st Mar 2023

Analysis & Opinion

A financial market reset brings opportunities for one of Baillie Gifford’s leading OEICs

Lucy Haddow, product specialist on the Managed Fund, considers the future of growth companies, reflects on a difficult market and explains why the team remains optimistic.

Baillie Gifford 20th Mar 2023

Analysis & Opinion

The Consumer Duty: changing the conversation

The Consumer Duty is one of the most significant regulatory reforms to affect the financial services sector for many years.

Adviser-Hub 20th Mar 2023

ninetyone_interwk160323a Analysis & Opinion

International Energy Week

The focus on transition – Ninety One’s Tom Nelson explains the importance of the transition from the old hydrocarbon energy world to a new green revolution.

Ninety One 16th Mar 2023

fil_ntzero160323 Analysis & Opinion

Tracking net zero progress

Too little, not too late – how orderly will the global net zero transition ultimately turn out to be? Fidelity’s Global Macro & Strategic Asset Allocation Team assess the latest pro...

Fidelity International 16th Mar 2023

Hub Exclusives - Banner_Alternatives 32 Analysis & Opinion

Why diversify your portfolio?

Most investors will broadly understand the benefits of combining assets with different attributes to reduce risk – but diversification can also be a key part of generating a consistent high i...

Capital Group 16th Mar 2023

Market Updates

Spring Budget 2023: not out of the woods

Despite a lacklustre economic backdrop, Chancellor of the Exchequer Jeremy Hunt’s Spring Budget struck a relatively upbeat tone, with a strong focus on employment and boosting the workforce.<...

Adviser-Hub 16th Mar 2023

Analysis & Opinion

The Week: Banking crash 2.0?

As markets fret about the health of the banking sector, are we facing a banking crisis 2.0?

Adviser-Hub 15th Mar 2023

Partner Zone

The risks and opportunities biodiversity poses to portfolios

With an estimated 50% of global GDP dependant on nature, biodiversity has significant implications for investment portfolios. Members of our investment team discuss how policymakers are focusing on...

Fidelity International 15th Mar 2023

Partner Zone

Fundamentals: The arms race in Artificial Intelligence (AI)

While the latest version of ChatGPT is a watershed moment for the popular use of AI technology, misconceptions remain about what it is and what it isn't. Senior tech analyst Jonathan Tseng give...

Fidelity International 15th Mar 2023

Partner Zone

SVB underlines the need for cautious positioning

The collapse of Silicon Valley Bank has led to a sharp increase in market volatility and raised concerns over financial stability. Our Solutions & Multi Asset team discuss the implications for...

Fidelity International 15th Mar 2023

Partner Zone

Can you maximise advice trend opportunities?

Dave Fewtrell, Head of Strategic Partnerships, UK Wholesale
Following the Covid-19 pandemic, the ways in which we interact, work, and do business have changed. This digital revolution is def...

Aberdeen Investments 14th Mar 2023

Business Toolkit

Understanding market volatility

Fidelity Adviser Solutions have created two short guides to support your client conversations.

Fidelity Adviser Solutions 13th Mar 2023

Partner Zone

Re-awakening utilities: the great energy transition

As utility companies face new challenges, more care is required to separate the winners and losers. As investors at Baillie Gifford, it’s our job to identify those with the best chance of suc...

Baillie Gifford 13th Mar 2023

Market Updates

Global updates: Central banks still tightening

After a positive start to the year, US stocks generally fell during February.

Adviser-Hub 10th Mar 2023

Market Updates

UK market review: Turning the corner?

The Bank of England struck a slightly more optimistic tone during February.

Adviser-Hub 10th Mar 2023

Market Updates

Market briefings looking back at February

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

Adviser-Hub 10th Mar 2023

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Hub Themes | Bonds

After a challenging period, bonds made a comeback towards the end of 2022 – bu...

Adviser-Hub 10th Mar 2023

Partner Zone

Multinational companies can thrive in tough times

Given the turbulence, aren’t multinational companies the most vulnerable of all? Jody Jonsson, Equity Portfolio Manager, believes the opposite is true.

Capital Group 9th Mar 2023

Partner Zone

Three views on the future of growth investing

Growth stocks took a beating in 2022, no question about that. The crucial question for growth-oriented investors today is: where do we go from here?

Capital Group 9th Mar 2023

Partner Zone

Five trends driving energy markets in 2023

Is there more fuel in the tank for energy stocks?

Capital Group 9th Mar 2023

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Ninety One | Inflation - 'sticky' for longer?

Predictions of the demise of inflation have been seemingly premature. Ninety One’s Iain Cunningham assesses whether it will “sticky” and thus keep interest rates elevated.

Ninety One 9th Mar 2023

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Ninety One | International Energy Week: the focus on transition

Ninety One’s Tom Nelson explains the importance of the transition from the old hydrocarbon energy world to a new green revolution, but emphasises that the process must be managed carefully by...

Ninety One 9th Mar 2023

Analysis & Opinion

The Week: Fund flow data: UK equities are shown the red card

A year of stronger performance hasn’t helped UK equities’ reputation among investors, according to recent IA data.

Adviser-Hub 8th Mar 2023

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Baillie Gifford | Ocado: when retail meets robotics

Going online can stretch even the biggest grocer’s logistics. Ocado has a unique solution. In this podcast, Ocado’s co-founder and CEO Tim Steiner tells Scottish Mortgage deputy manager...

Baillie Gifford 7th Mar 2023

Partner Zone

Ocado: when retail meets robotics

Going online can stretch even the biggest grocer’s logistics. Ocado has a unique solution. In this podcast, Ocado’s co-founder and CEO Tim Steiner tells Scottish Mortgage deputy manager...

Baillie Gifford 7th Mar 2023

Partner Zone

MyFolio fund ranges

Our MyFolio fund ranges offer you a cost-effective investment solution, so that you have more time to focus on your clients.

Aberdeen Investments 2nd Mar 2023

Analysis & Opinion

Newton fund managers discuss what net zero should mean for portfolios

Fixed Income investors eye net zero transition: fixed income investment will be a key to the success of funding the transition, explains Scott Freedman, fixed income portfolio manager, Newton Inves...

BNY Mellon Investment Management 2nd Mar 2023

Analysis & Opinion

Our ESG framework builds on 90 years of research legacy

Capital Group’s founder, Jonathan Bell Lovelace, was a pioneering investor in the days of the Great Depression. Almost a century later, his innovative emphasis on fundamental research continu...

Capital Group 2nd Mar 2023

Partner Zone

Innovation: what are the habits of successful innovators?

In this second instalment of our Innovation Superstar series, James Mccann, Deputy Chief Economist, Research Institute and Abigail Watt, Research Economist, Research Institute analyse millions of d...

Aberdeen Investments 1st Mar 2023

Partner Zone

Why bonds will be back in favour in 2023

Roger Webb, Deputy Head of Sterling Investment Grade and Liam O’Donnell, Head of Nominal Rates Management
Global financial markets are contending with the most aggressive tightening in...

Aberdeen Investments 1st Mar 2023

Analysis & Opinion

The Week: Is good news bad?

Good news has become bad news as markets see positive data raising the likelihood of interest rate hikes. 

Adviser-Hub 1st Mar 2023

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