Adviser-Hub articles

bg_positivechange VIDEO

Baillie Gifford | Baillie Gifford Positive Change Fund - Webinar Recording

Investment specialist Rosie Rankin provides an update on the fund’s performance and explains why the current outlook for purpose-driven companies is so exciting. Capital at risk. 

Baillie Gifford 21st Dec 2023

Partner Zone

Baillie Gifford Positive Change Fund - Webinar Recording

Investment specialist Rosie Rankin provides an update on the fund’s performance and explains why the current outlook for purpose-driven companies is so exciting. Capital at risk. 

Baillie Gifford 21st Dec 2023

none_bttma Analysis & Opinion

Making a transition difference bottom-up

Ninety One’s Nazmeera Moola and Thabo Khojane discuss a pioneering solution in South Africa to green the power provided to Ninety One’s offices in Cape Town. 

Ninety One 21st Dec 2023

none_impta Analysis & Opinion

Making an impact

Alpha Sources in impact investment.

Ninety One 21st Dec 2023

ninetyone_cop28a Analysis & Opinion

The climate challenge is still daunting, but COP28 offered hope

John Green, Chief Commercial Office, and Annika Brouwer, Sustainability Specialist, reflect on their time at COP28. 

Ninety One 21st Dec 2023

no_banks211223a Partner Zone

Do central banks risk ‘keeping at it’ for too long?

Throughout history, inflationary periods have been rare. It has therefore been difficult to draw parallels of today’s experience to history.

Ninety One 21st Dec 2023

no_stories211223a Analysis & Opinion

Why the best stories often don’t make good investments

A handful of global companies have provided outsized returns this year, creating both risks and opportunities. 

Ninety One 21st Dec 2023

no_china211223a Analysis & Opinion

China: structural and cyclical challenges present opportunities

Ninety One discusses some of the structural and cyclical aspects of China’s economy and why they currently see attractive investment opportunities in the region. 

Ninety One 21st Dec 2023

no_picture2312123a Partner Zone

Picture this: what a difference a year makes

Highly diverse valuations across credit markets make for ideal conditions for bottom-up investors as we enter 2024.

Ninety One 21st Dec 2023

no_flexible231223a Partner Zone

A flexible addition to the DC scheme toolkit

Global Total Return credit – a daily dealt multi-asset credit solution.  

Ninety One 21st Dec 2023

Partner Zone

Joby Aviation: preparing for takeoff

Paul Sciarra, Executive Chairman of Joby Aviation, tells Scottish Mortgage manager Tom Slater how its electric aircraft will transform the future of city transportation by providing a quicker, quie...

Baillie Gifford 19th Dec 2023

bg_JobyAviation_podcastimg Podcast

Baillie Gifford | Joby Aviation: the Uber of the skies

Paul Sciarra, Executive Chairman of Joby Aviation, tells Scottish Mortgage manager Tom Slater how its electric aircraft will transform the future of city transportation by providing a quicker, quie...

Baillie Gifford 19th Dec 2023

abrdn_sustain3a Analysis & Opinion

Sustainability: 3 reasons why we need to look beyond decarbonisation

Our focus needs to expand beyond decarbonisation towards the social, environmental and adaptation issues linked to climate change, says Eva Cairns. That’s because regulators are starting to a...

aberdeen Investments 19th Dec 2023

abrdn_infrastructurea Analysis & Opinion

Infrastructure

Sustainability issues lie at the heart of infrastructure investing and abrdn’s Roger Pim guides you though the diverse opportunities that will shape his investment plans in 2024 and beyond.&n...

aberdeen Investments 19th Dec 2023

abrdn_myfolio211223a Analysis & Opinion

Investing in economic transition with MyFolio Sustainable

How does an outcome-based, actively managed fund-of-funds solution invest sustainably?

aberdeen Investments 19th Dec 2023

abrdn_sdra-1 Analysis & Opinion

Will UK SDR rules support customer confidence?

abrdn’s take on the UK's new sustainable investing measures.

aberdeen Investments 19th Dec 2023

bg_citywiremangedfda VIDEO

Baillie Gifford | Baillie Gifford Managed Fund: the benefits of balance

The Managed Fund is no stranger to turbulence – it’s been investing in a balanced mix of equities, bonds and cash since 1987. Co-manager Iain McCombie explains how this experience infor...

Baillie Gifford 19th Dec 2023

Partner Zone

Baillie Gifford Managed Fund: the benefits of balance

The Managed Fund is no stranger to turbulence – it’s been investing in a balanced mix of equities, bonds and cash since 1987. Co-manager Iain McCombie explains how this experience infor...

Baillie Gifford 19th Dec 2023

cg_stockmk151223a Partner Zone

Stock market outlook

Time for diversification – a strong corporate earnings rebound could be the tailwind that drives stock prices in 2024.

Capital Group 15th Dec 2023

capg_ggrow821223a Partner Zone

Economic outlook

A mixed picture for global growth in 2024. 

Capital Group 15th Dec 2023

cg_threereas151223a Partner Zone

Three reasons why we prefer investment grade credit to US Treasuries

Flavio Carpenzano, Investment Director, explains why Capital Group thinks IG credit provides the better opportunity.

Capital Group 15th Dec 2023

Market Updates

Interest rate update: have interest rates finally peaked?

The December meetings of three of the world’s leading central banks all ended in no change for their key interest rates.

Adviser-Hub 15th Dec 2023

abrdn_sdra Analysis & Opinion

Will UK SDR rules support customer confidence?

abrdn’s take on the UK's new sustainable investing measures.

aberdeen Investments 15th Dec 2023

Partner Zone

China may emerge from the doldrums

After a challenging year, Ninety One’s Wenchang Ma sees brighter prospects for Chinese equities in 2024.

Ninety One 14th Dec 2023

Partner Zone

Company strength, country collaboration and attractive income

Many debt-issuing companies across emerging markets have positioned themselves well for the ‘higher-for-longer’ rates environments.

Ninety One 14th Dec 2023

Partner Zone

Are the dark clouds starting to part?

Ninety One’s Archie Hart explains the need for caution in the coming months, but remains optimistic on a one- or two-year view. 

Ninety One 14th Dec 2023

hubt_outlooka VIDEO

Hub Themes | Outlook

What’s in store for 2024? Against a fast-moving geopolitical backdrop with ele...

Adviser-Hub 14th Dec 2023

ninetyone_cop28a Podcast

Ninety One | The climate challenge is still daunting, but COP28 offered hope

Ninety One’s John Green, Chief Commercial Officer, and Annika Brouwer, Sustainability Specialist, reflect on their time at COP28, the progress that’s been made, and the highlights from...

Ninety One 14th Dec 2023

abrdn_frontiersa Podcast

abrdn | A sit down with a frontiersman – how to invest and holiday in the new wild west

abrdn’s Nick Robinson is joined by Kevin Daly to explore the world of frontier markets.   

aberdeen Investments 14th Dec 2023

no_credit211223a Partner Zone

Great conditions for dynamic ‘go anywhere' credit investors

With significant and rising dispersion, look out for plenty of compelling bottom-up opportunities, but also some no-go areas for investors.  

Ninety One 14th Dec 2023

Partner Zone

Opportunities for sustainable emerging markets equity investors

Market volatility is presenting opportunities to gain exposure to powerful structural trends in emerging economies.

Ninety One 14th Dec 2023

Partner Zone

A structural investment theme poised for lift-off

Despite the higher cost of capital, healthy levels of transition-related activity are continuing in emerging markets, translating into a growing opportunity set for investors.

Ninety One 14th Dec 2023

Analysis & Opinion

The Week: The Federal Reserve’s head scratcher

The US central bank has done an abrupt volte-face. What is behind its new guidance on interest rates?

Adviser-Hub 14th Dec 2023

Market Updates

Global updates: Light at the end of the inflation tunnel?

Share prices generally rebounded during November amid mounting optimism that interest rates might have peaked, underpinned by encouraging US and eurozone inflation data.

Adviser-Hub 12th Dec 2023

Market Updates

UK market review: FTSE lags global markets

Although UK equity indices ended November in positive territory, their overall performance was muted compared with many other leading equity markets.

Adviser-Hub 12th Dec 2023

Market Updates

Market briefings looking back at November

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

Adviser-Hub 12th Dec 2023

Partner Zone

South-east Asia’s rising export stars

South-east Asian nations, such as Vietnam and Indonesia, have begun challenging China for its status as the world’s leading exporter. Baillie Gifford’s Ben Durrant recently returned fro...

Baillie Gifford 12th Dec 2023

Podcast

Baillie Gifford | South-east Asia’s rising export stars

South-east Asian nations, such as Vietnam and Indonesia, have begun challenging China for its status as the world’s leading exporter. Baillie Gifford’s Ben Durrant recently returned fro...

Baillie Gifford 12th Dec 2023

Partner Zone

Why growth, why now?

Baillie Gifford partners Mark Urquhart and Tim Garratt analyse the must-have qualities the market is overlooking and reflect on the lessons of previous downturns.

Baillie Gifford 11th Dec 2023

ninety_evlnetzero111223a Analysis & Opinion

Finance's evolving role in achieving net zero

Ninety One’s Chief Sustainability Offer Nazmeera Moola discusses the investment industry’s roles and responsibilities when it comes to driving the transition to net zero. 

Ninety One 11th Dec 2023

ninety_volat111223 Analysis & Opinion

Volatility is creating opportunities

A downturn in market sentiment is creating new opportunities to get exposure to parts of the economy expected to grow fast as the energy transition progresses. 

Ninety One 11th Dec 2023

bg_netz111223 Analysis & Opinion

Net zero asset managers’ initiative: an update

We need to be alert and open-minded to opportunities for success, says Baillie Gifford’s Caroline Cook, Head of Climate Change.   

Baillie Gifford 11th Dec 2023

Analysis & Opinion

Five things investors should know about TNFD

The TNFD can help investors access quality information to integrate nature-related risks and opportunities in investment decisions. 

Fidelity International 11th Dec 2023

fil_naturd111223 Analysis & Opinion

Introducing Fidelity’s Nature Roadmap

How Fidelity promotes robust governance and oversight of nature-related issues in investment decision-making to help protect the environment. 

Fidelity International 11th Dec 2023

schcop28_111223 Analysis & Opinion

COP28

What’s needed for a credible oil and gas transition? A big question looms: can alternative technologies aid a credible oil and gas transition? 

aberdeen Investments 11th Dec 2023

abrdn_avdemssns111223a Analysis & Opinion

Avoided emissions

Discover how  abrdn  is contributing to research on avoided emissions and helping to improve how corporate climate impact is measured. 

aberdeen Investments 11th Dec 2023

abrdn_jsttransit111223a Analysis & Opinion

Just Transition

Four things investors can do to ensure society isn’t shortchanged in the transition to net zero – abrdn’s latest climate research paper shows why a ‘just transition’ m...

aberdeen Investments 11th Dec 2023

Partner Zone

A crisis of global integration

We are arguably living through a fourth systemic crisis and the result will be a vastly different economy. Understanding the investment implications is what this iteration of the ‘Road to 203...

Ninety One 8th Dec 2023

Partner Zone

NVIDIA: Accelerating AI

Silicon Valley’s longest-serving chief executive is playing a pivotal role in the advance of AI. Scottish Mortgage’s Claire Shaw explains how a long-term plan by NVIDIA’s Jensen H...

Baillie Gifford 8th Dec 2023

capg_ggrow821223a Analysis & Opinion

A mixed picture for global growth in 2024

Under the weight of elevated inflation and high interest rates, the world’s major economies are diverging, says Capital Group.

Capital Group 8th Dec 2023

fillowfee81223a Analysis & Opinion

There’s more to selecting equity index funds than low fees

Fidelity’s Jason Humphrey provides his expert insight into what should be on investors’ due diligence checklist when selecting equity index funds.

Fidelity International 8th Dec 2023

Partner Zone

What the gold price is telling us

Gold has defied rising bond yields to trade in a range rarely seen before. Is there more in the price than a ‘war premium'?

Ninety One 8th Dec 2023

Partner Zone

The rise of China revisited

China’s economic rise to the world’s second-largest economy has been spectacular and exerts substantial geopolitical influence in the current landscape. 

Ninety One 8th Dec 2023

Partner Zone

Favourable currents strengthening beneath choppy waters

At a global level, the path immediately ahead could be choppy. But beneath the surface, currents favouring emerging markets are gathering force.

Ninety One 8th Dec 2023

Partner Zone

Embrace the contrarian opportunity

Ninety One’s Stephanie Niven explains why investors have an opportunity to benefit from an allocation to companies with sustainable drivers of structural growth.

Ninety One 8th Dec 2023

hub-exclusives-banner-alternatives-33 Analysis & Opinion

Four golden rules to help you handle market volatility

When uncertainty strikes, financial markets often respond with a period of volatility – and it’s not always easy to remain unflustered when asset prices are swinging back and forth. At...

Adviser-Hub 6th Dec 2023

hub-exclusives-banner-alternatives-34 Analysis & Opinion

Higher interest rates – winners and losers

Whether interest rates are going up or down, a move in monetary policy is always big news. But what are the implications for savers, borrowers, investors, and the wider economy?

Adviser-Hub 6th Dec 2023

hub-exclusives-banner-alternatives-35 Analysis & Opinion

Lower interest rates – winners and losers

Whether interest rates are going up or down, a move in monetary policy is always big news. But what are the implications for savers, borrowers, investors, and the wider economy?

Adviser-Hub 6th Dec 2023

Partner Zone

Japanese growth: an evolving opportunity

After a challenging period for growth investing in Japan, Donald Farquharson, Head of Japanese Equities at Baillie Gifford reflects on how the landscape is changing and why it’s time to take...

Baillie Gifford 6th Dec 2023

Analysis & Opinion

The Week: The market rally: can it last?

It’s been a bumper month for stock markets, with a wholesale re-embracing of risk over the past month. Does it leave increasingly little margin for error?

Adviser-Hub 6th Dec 2023

SM HelloFresh podcast imga2 Podcast

Baillie Gifford | HelloFresh: a recipe for success

Chief executive of HelloFresh, Dominik Richter, tells Scottish Mortgage’s Lawrence Burns how his company helps even the most reluctant, time-pressed consumers serve up nutritious, delicious f...

Baillie Gifford 1st Dec 2023

Partner Zone

HelloFresh: changing how people eat forever

Scottish Mortgage deputy manager Lawrence Burns speaks to Dominik Richter, co-founder and chief executive at HelloFresh, about streamlining the journey from farm to front-door, reducing food waste...

Baillie Gifford 1st Dec 2023

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