articles from Adviser-Hub

Adviser-Hub articles

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

What can the Rugby World Cup teach us about investing?

It’s possible to draw many parallels between assembling a rugby squad and effectively managing a...

Schroders 26th Oct 2023

Analysis & Opinion

Sustainable Investment Report Q3 2023

A snapshot of Schroders’ voting and engagements from the third quarter, as well as details on active ownership in practice.

Schroders 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.

abrdn 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.

abrdn 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

Schroders | Bond market panic

How might investors respond? Alex Funk, CIO of Schroders Investment Solutions, discusses ongoing volatility in bond markets and how investors might react.

Schroders 23rd Oct 2023

Podcast

Schroders | Everything you wanted to know about impact investing but were afraid to ask

Susannah Nicklin, the Non-Executive Chair of the Schroders BSC Social Impact Trust, discusses everything impact investment.

Schroders 23rd Oct 2023

Podcast

Schroders | How to drive down the cost of energy

Tom Glover, UK country chair of RWE, explains the challenges and opportunities that presents.

Schroders 23rd 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?

abrdn 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.

abrdn 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.

abrdn Investments 10th Oct 2023

Analysis & Opinion

Active ownership

In its review of the 2023 AGM season, Schroders takes a look at some of the pressing issues that companies faced.

Schroders 10th Oct 2023

Analysis & Opinion

Active ownership

From reducing methane emissions to facilitating a just transition – how Schroders voted on climate issues in 2023.

Schroders 10th Oct 2023

Analysis & Opinion

How to scale impact with integrity

Schroders’ experience in delivering impact in public equity investing.

Schroders 10th Oct 2023

Analysis & Opinion

AI revolution: what’s the environmental impact?

Schroders considers the carbon footprint of AI, both in terms of its physical infrastructure and its potential applications.

Schroders 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.

abrdn Investments 10th Oct 2023