Adviser-Hub articles

Partner Zone

The compelling case for mid-caps

Anjili Shah, Investment Director at abrdn, explains why we believe there is a compelling case for a dedicated allocation to global mid-cap equities.

aberdeen Investments 28th Apr 2023

fil_value280423a Analysis & Opinion

Where next for value?

Against a recent backdrop of persistently high inflation and banking sector concerns, Fidelity’s investment team debate the outlook for value-oriented stocks and sectors, and whether value ca...

Fidelity International 28th Apr 2023

Partner Zone

Baillie Gifford on the changing face of growth

Growth doesn’t necessarily depend on favourable macro conditions and falling interest rates. Instead, it is driven by shifts in behaviour and technology. By investing in companies at the fron...

Baillie Gifford 27th Apr 2023

Partner Zone

From Yahoo to Z Holdings: the evolution of an online pioneer

How savvy strategy and powerful alliances helped Yahoo! Japan become an online powerhouse learning from others’ mistakes and leveraging business links helped it come out on top. Baillie Giffo...

Baillie Gifford 27th Apr 2023

bg_renew260423a Analysis & Opinion

Renewables: a speedy energy transition

Why the energy transition may be faster than you expect – research suggesting faster-than-expected adoption has far-reaching consequences for investors.

Baillie Gifford 26th Apr 2023

fil_lead260423a Analysis & Opinion

Talking the lead: why we prefer engagement over exclusion

Fidelity's Head of Global Stewardship and Sustainable Investing Jenn-Hui Tan explains why he believes engagement has much greater potential to positively impact future generations and returns o...

Fidelity International 26th Apr 2023

abrdn_banking260423a Analysis & Opinion

Banking: what risks does climate change pose?

With the banking sector under the spotlight, abrdn’s Andrew Fraser takes a longer-term view and asks whether the climate crisis poses any risks to the global financial system.

aberdeen Investments 26th Apr 2023

Analysis & Opinion

The Week: A European renaissance?

It’s been the best-performing sector for the year to date, but can Europe extend its recent run of form as the economic climate weakens?

Adviser-Hub 26th Apr 2023

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Baillie Gifford | UPSIDE Foods: Real meat without harming animals

UPSIDE Foods founder and chief executive Uma Valeti tells Scottish Mortgage’s deputy manager Lawrence Burns how his firm has developed a way to create meat, without needing farmed livestock.<...

Baillie Gifford 25th Apr 2023

bg_longt250423a VIDEO

Baillie Gifford | The sustainability revolution

Kate Fox, joint manager of the Baillie Gifford Positive Change Fund, discusses the Deep Transitions research project and its implications for investing in a more sustainable future.

Baillie Gifford 25th Apr 2023

bg_longt250423a Podcast

Baillie Gifford | The sustainability revolution

Kate Fox, joint manager of the Baillie Gifford Positive Change Fund, discusses the Deep Transitions research project and its implications for investing in a more sustainable future.

Baillie Gifford 25th Apr 2023

Partner Zone

Transformative investment: a new approach to a sustainable future

Kate Fox, joint manager of the Baillie Gifford Positive Change Fund, discusses the Deep Transitions research project and its implications for investing in a more sustainable future.

Baillie Gifford 25th Apr 2023

Partner Zone

UPSIDE Foods: why its vegan founder is championing meat

Scottish Mortgage deputy manager Lawrence Burns uncovers how UPSIDE Foods has developed a way to create meat, without needing farmed livestock.

Baillie Gifford 25th Apr 2023

Analysis & Opinion

Minding the investment gender gap

Why diversity matters in investment management: BNY Mellon Investment Management head of European institutional distribution Anne-Laure Frischlander-Jacobson discusses the importance of diversity i...

BNY Mellon Investment Management 25th Apr 2023

Analysis & Opinion

Renewables: a speedy energy transition

Renewables: why the energy transition may be faster than you expect – research suggesting faster-than-expected adoption has far-reaching consequences for investors.

Baillie Gifford 25th Apr 2023

fil_lead260423a Analysis & Opinion

Taking the lead: Why we prefer engagement over exclusion

Fidelity's Head of Global Stewardship and Sustainable Investing Jenn-Hui Tan explains why he believes engagement has much greater potential to positively impact future generations and returns o...

Fidelity International 25th Apr 2023

Business Toolkit

New tax year: Check State Pension credits

The State Pension is the bedrock of pension planning, so the start of the tax year is a good time to get clients to check their online record to ensure it is accurate and up to date.

Fidelity Adviser Solutions 24th Apr 2023

Partner Zone

Markets rally despite bank scare

Capital Group’s Q1 roundup.

Capital Group 20th Apr 2023

Analysis & Opinion

The Week: Does higher inflation matter for the UK stock market?

This month saw another round of disappointing inflation data. It may provide another excuse not to invest in the UK economy. 

Adviser-Hub 20th Apr 2023

Partner Zone

Has artificial intelligence reached a commercial tipping point?

Capital Group portfolio managers and analysts examine recent breakthroughs in the AI space and whether the sector may be nearing a commercial tipping point.

Capital Group 20th Apr 2023

Partner Zone

What the ‘next normal’ means for fixed income: reimagining core bonds

Capital Group’s Keiyo Hanamura, Investment Director, explores whether we are really returning to the pre-Covid era.

Capital Group 20th Apr 2023

ninetyone_china200423a Podcast

Ninety One | China's self-sufficiency opportunity

The trend towards localisation will benefit several leading companies within the quality spectrum, particularly in the software, healthcare and consumer sectors, says Ninety One.

Ninety One 20th Apr 2023

Partner Zone

Multi asset income investment in a higher yield world

Fidelity Multi Asset Income portfolio manager Eugene Philalithis examines the investment case for those income-seeking investors, against the backdrop of higher yields. In a time of heightened mark...

Fidelity International 19th Apr 2023

Partner Zone

Q2 Investment Outlook

In Fidelity's latest quarterly outlook, we believe that recession over the next 12 months looks increasingly likely across developed markets. Global CIO Andrew McCaffery reveals three key theme...

Fidelity International 19th Apr 2023

Partner Zone

The case for the UK

With the UK having been a relatively unloved market by investors for some years, recent performance has begun to reignite interest. We examine the reasons to be positive.

Fidelity International 19th Apr 2023

Partner Zone

Taking the lead: Why we prefer engagement over exclusion

Investors have two ways of dealing with unsustainable companies: engage with them to help effect change or exclude them from portfolios. Fidelity's Head of Global Stewardship and Sustainable In...

Fidelity International 19th Apr 2023

Partner Zone

Why is Scottish Mortgage backing Moderna?

Defeating Covid was merely Moderna’s opening Act. Lawrence Burns, deputy manager of Scottish Mortgage Investment Trust, discusses the long-term potential of the US biotech firm.

Baillie Gifford 19th Apr 2023

Analysis & Opinion

High yield: myths versus reality

US high yield corporate credit is difficult to ignore with yields at ~8.5%. Although investors should be cautious in this uncertain environment, key myths around this asset class could hold investo...

BNY Mellon Investment Management 19th Apr 2023

Analysis & Opinion

Why a dividend growth strategy is prudent in an elevated rate environment

Albie Pretorius, manager of Ninety One’s Quality Dividend Growth Strategy, believes that identifying companies that effectively allocate and reinvest cashflow is paramount for investors to de...

Ninety One 19th Apr 2023

Partner Zone

Macro & Markets: good news is bad news in US inflation fight

Abigail Watt, Quantitative research economist from abrdn, explains why we think US monetary policy will continue to target inflation in the coming months.

aberdeen Investments 18th Apr 2023

Business Toolkit

Your 10 must-do tasks for the start of the 2023/24 tax year

Fidelity Adviser Solutions provide a number of ideas to ensure your clients are making the most of their savings and investments.

Fidelity Adviser Solutions 18th Apr 2023

Analysis & Opinion

The outlook for corporate bonds as the economy slows

High corporate bond yields have drawn investors to the asset class since the start of the year, but the banking turmoil have proved a timely reminder of the risks. At the same time, the sector face...

Adviser-Hub 14th Apr 2023

Analysis & Opinion

Market view: Why fixed income could be more attractive now

Shamik Dhar, chief economist at BNY Mellon Investment Management, shares his views on why fixed income could be more attractive now than it’s been in decades.

BNY Mellon Investment Management 13th Apr 2023

Analysis & Opinion

Multi asset income investment in a higher yield world

Fidelity Multi Asset Income portfolio manager Eugene Philalithis examines why multi asset investing can provide a more consistent yield over the long term.

Fidelity International 13th Apr 2023

Market Updates

Global updates: Pressure on the banking sector

The banking sector was plunged into crisis during March as the collapse of two US banks and Credit Suisse in Europe raised questions about the strength of the financial system. 

Adviser-Hub 12th Apr 2023

Market Updates

UK market review: “Nothing is decided”

Against a backdrop of market volatility triggered by a new banking crisis, the Bank of England said that the UK’s banking system remains “resilient”, although it acknowledged that...

Adviser-Hub 12th Apr 2023

Market Updates

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 12th Apr 2023

Analysis & Opinion

The Week: Sterling reverses

The pound has reversed its recent weakness. Its momentum may be tentative, but it could herald a new era for UK assets. 

Adviser-Hub 12th Apr 2023

SM webinar thumbnail VIDEO

Baillie Gifford | Scottish Mortgage – Your questions answered

From investing in private companies to the resilience of holdings, Scottish Mortgage’s Tom Slater and Lawrence Burns answered shareholder questions in this recent investor webinar.

Baillie Gifford 11th Apr 2023

Partner Zone

Scottish Mortgage – Your questions answered

From investing in private companies to the resilience of holdings, Scottish Mortgage’s Tom Slater and Lawrence Burns answered shareholder questions in this recent investor webinar.

Baillie Gifford 11th Apr 2023

Analysis & Opinion

After the storm: government bond markets

After a dramatic adjustment in 2022, it has been a more stable period for government bond markets. For the first time in a decade, they appear to be back to normal, providing yield, capital protect...

Adviser-Hub 11th Apr 2023

Analysis & Opinion

Turbulent markets: the impact of banking fragility

Turmoil in the banking sector has created significant volatility across bond markets in recent weeks. While the emergency rescue deal between Credit Suisse and UBS plus reassurances from central ba...

Adviser-Hub 6th Apr 2023

Partner Zone

What the SVB collapse means for investors

For more than a year, investors have wondered what might prompt the Fed to alter its aggressive rate-hiking path. The collapse of SVB Financial may have provided the answer.

Capital Group 6th Apr 2023

Partner Zone

Sustainable dividends: the pursuit of quality and prudence

With the fight against inflation still under way amid the banking turmoil, dividend-income investment opportunities could grow in importance and play a significant role in total return.

Capital Group 6th Apr 2023

Partner Zone

How vulnerable is EM debt to volatility spillovers?

The three major factors driving EM debt – US financial conditions, the dollar and global growth – look likely to have been changed by the shock to the banking sector.

Capital Group 6th Apr 2023

ninetyone060423gold Podcast

Ninety One | Why gold has regained some of its lustre

Ninety One’s George Cheveley shares insights gained from conferences abroad, where he has been both a speaker and a delegate, and pays particular attention to gold.

Ninety One 6th Apr 2023

bg_20years060423 Podcast

Baillie Gifford | Celebrating 20 years of Baillie Gifford’s International Growth strategy

Malcolm Borthwick speaks to investment managers Nick Thomas and Julia Angeles about why patience and optimism are key. 

Baillie Gifford 6th Apr 2023

Podcast

Fidelity International | The Investor's Guide to China

Tech hardware and the 'Chip War'. As China reopens and supply chains adjust, how will the ‘Chip War’ affect the global tech hardware industry and consumer goods prices?

Fidelity International 6th Apr 2023

Podcast

abrdn | What does it mean to be a finance influencer?

Eddie Donmez joins abrdn’s Paul Diggle and Luke Bartholomew to talk about what it means to be a finance influencer. 

aberdeen Investments 6th Apr 2023

Analysis & Opinion

Why corporates must act

Written by independent researchers from Imperial College London and Reading University through Imperial Consultants, this paper examines the physical risks of climate change and its potential impac...

Ninety One 5th Apr 2023

indonesiaa Analysis & Opinion

The Indonesian companies powering the green transition

The island nation’s natural wealth makes it crucial to a low-carbon future, says Baillie Gifford’s Roderick Snell.

Baillie Gifford 5th Apr 2023

fundchinaa Analysis & Opinion

Fundamentals: What's next for China's fully charged electric vehicle battery makers?

What’s next for China’s fully charged electric vehicle battery makers? China's EV battery makers are facing overcapacity at home and increased competition abroad but that could be a...

Fidelity International 5th Apr 2023

unhighseaa Analysis & Opinion

A significant moment for the blue economy

Fidelity’s Kris Atkinson discusses the potential impact of the UN High Seas Treaty and provides an insight into the role that bond investors can play in the blue economy’s future.

Fidelity International 5th Apr 2023

Analysis & Opinion

The Week: Does the jobs report hasten rate cuts?

With markets in a trading range, clarity on interest rates is needed to make progress. The recent jobs report is encouraging. 

Adviser-Hub 5th Apr 2023

abrdn_glbresvrestate030423a VIDEO

abrdn | Rediscover the benefits of true diversification with Global Real Estate

Anne Breen, Deputy Head of Real Estate, discusses what the key reasons for investing in a global real estate fund are. 
 

aberdeen Investments 4th Apr 2023

bg_recrusion040423a Podcast

Baillie Gifford | Recursion: where biology meets technology

How do you solve a problem as complex as drug discovery? With robotics, machine learning and AI. Recursion Pharmaceuticals co-founder and CEO Chris Gibson explains more to Scottish Mortgage manager...

Baillie Gifford 4th Apr 2023

hubexl_video3april23a VIDEO

The outlook for corporate bonds as the economy slows - Panel Discussion Video #3

High corporate bond yields have drawn investors to the asset class since the start of the year, but will they still have as much appeal in a climate of rising default rates and weaker growth? Our p...

Adviser-Hub 4th Apr 2023

abrdn_indexfdrange030423 VIDEO

abrdn | MyFolio Sustainable Index

MyFolio Sustainable Index range is an affordable, no-fuss, risk-targeted fund of funds solution that’s here to help. Watch the video to hear directly from fund managers Justin Jones and...

aberdeen Investments 3rd Apr 2023

Partner Zone

Finding new drugs using data science

Recursion Pharmaceuticals CEO and co-founder Chris Gibson tells Scottish Mortgage manager Tom Slater why he believes robots and AI can help find potential drugs faster, cheaper and more effectively...

Baillie Gifford 3rd Apr 2023

Business Toolkit

2023/24 tax tables

Fidelity Adviser Solutions 2023/24 tax tables are available with all the rates and thresholds for the coming year.

Fidelity Adviser Solutions 3rd Apr 2023

Podcast

abrdn | Macro Bytes: Europe rewriting its fiscal rules

Luke Bartholomew, Senior Monetary Economist, talks to Paul Diggle, Deputy Chief Economist and Lizzy Galbraith, Political Economist at abrdn, about Europe’s changing fiscal framework.The rules...

aberdeen Investments 3rd Apr 2023

Podcast

abrdn | Green finance: from local to global

In the first episode of the brand-new Sustainability Inspires series, Amanda Young, Chief Sustainability Officer talks to Omar Shaikh, Director, and Co-Founder of the Global Ethical Finance Initiat...

aberdeen Investments 3rd Apr 2023

Podcast

abrdn | Macro Bytes: China’s reopening rebound

Paul Diggle, Deputy Chief Economist, and Robert Gilhooly, Senior Emerging Markets Research Economist, discuss China’s move away from zero-Covid exploring the reasons for the abrupt policy shi...

aberdeen Investments 3rd Apr 2023

ahhubexclusives_bonds2a VIDEO

Government bond markets: back to normal? - Panel Discussion Video #2

After a dramatic adjustment in 2022, it has been a more stable period for government bond markets. Is it ‘back to normal’ for government bond markets, which can now provide yield, capit...

Adviser-Hub 3rd Apr 2023

ah_turmakts_310323a VIDEO

Turbulent markets: the impact of banking fragility - Panel Discussion Video #1

It has been a volatile period for bond markets following the collapse of Silicon Valley Bank and the turmoil in the banking sector. While few are predicting a re-run of the credit crisis, there are...

Adviser-Hub 2nd Apr 2023

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