articles from Adviser-Hub

Adviser-Hub articles

Podcast

Schroders | The Value Perspective Podcast episode - with Tom Gayner

With Tom Gayner, CEO of Markel Group.

Schroders 30th Nov 2023

Podcast

Schroders | Lifting the veil on EM corporate debt

Find out more about this vast asset class and how it's expected to perform against the backdrop of the 3D reset.

Schroders 30th Nov 2023

Podcast

Schroders | The Value Perspective Podcast episode - with Kevin Murphy

Meet the Manager, with Kevin Murphy.

Schroders 30th Nov 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.

abrdn 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

What's the outlook for the energy transition sector in 2024?

Schroders’ Alex Monk discusses the recent challenges in the global energy transition space and what investors can expect next year.

Schroders 27th Nov 2023

Analysis & Opinion

What does the SFDR consultation mean for investors?

Schroders assesses lessons learned since the application of the SFDR, its future, and the potential impact of proposed changes.

Schroders 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.

abrdn 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.

abrdn 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.

abrdn Investments 27th Nov 2023

VIDEO

Premier Miton Investors | Talking Markets: UK Equities

In this edition of Talking Markets, Jonathan Willcocks, Global Head of Distribution, has an insightful discussion on UK equities with Gervais Williams, Head of Equities at Premier Miton.

Premier Miton Investors 24th 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

VIDEO

Premier Miton Investors | Introduction to The Diverse Income Trust

Premier Miton’s Gervais Williams, manager of The Diverse Income Trust plc, introduces the Trust, discusses his investment approach and what he finds attractive about the UK stock Market. ...

Premier Miton Investors 22nd Nov 2023

VIDEO

Premier Miton Investors | The Diverse Income Trust – Trust update

Premier Miton’s Gervais Williams, manager of The Diverse Income Trust plc, discusses the defining features of 2023 for the UK stock market and explains why he believes investors shouldn&rsquo...

Premier Miton Investors 22nd Nov 2023

Podcast

Schroders | The Value Perspective Podcast - with Matthew L Wald

With Matthew L Wald, independent energy analyst and writer.

Schroders 21st Nov 2023

Partner Zone

The Value Perspective Podcast

The ‘Seven Sins’” of fund management.

Schroders 21st Nov 2023

Partner Zone

Space raiders

The extraterrestrial hunt for commodities – Schroders discusses the race for commodities, supply chain issues and tensions in space.

Schroders 21st 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

How does climate change affect insurance-linked securities?

Climate change’s impact on insurance-linked investments may be more limited than you might expect.

Schroders 13th Nov 2023

Analysis & Opinion

Why renewable energy is such a good fit for private investors

Renewable energy now offers new opportunities in terms of both return and risk management.

Schroders 13th Nov 2023

Analysis & Opinion

Is the “unstoppable” green energy transition now financially viable?

Schroders’ research into the supply side of the energy transition finds that what is good for the planet can also be good for profits.

Schroders 13th Nov 2023

Analysis & Opinion

Investor's guide to decarbonisation: part 3 - tracking and measuring progress

Schroders focuses on the nuts and bolts of calculating, applying and tracking performance.

Schroders 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.

abrdn 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?

abrdn 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.

abrdn 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.

abrdn 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.

abrdn 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

Schroders | The Value Perspective Podcast - with Nick Kirrage

Meet the Manager, with Nick Kirrage, co-head of the Global Value Team at Schroders.

Schroders 8th Nov 2023

Podcast

Schroders | The Value Perspective Podcast - with Matthew L Wald

With Matthew L Wald, independent energy analyst and writer.

Schroders 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.

abrdn 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

Podcast

Schroders | The Value Perspective Podcast – with Josh Wolfe

Josh Wolfe, co-founder of Lux Capital and one of the most successful venture capitalists of the last generation.

Schroders 3rd Nov 2023

Podcast

Schroders | Everything you need to know about LTAFs

Schroders’ James Lowe, Sales Director, discusses LTAFs: their pros and cons and what areas of the economy they are set to benefit.

Schroders 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

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