articles from Adviser-Hub

Adviser-Hub articles

Market Updates

Interest updates: Fed cuts; Bank of England holds

Having previously implemented cuts in September and November, the Federal Reserve (Fed) cut US interest rates at its December meeting.

Adviser-Hub 19th Dec 2024

Analysis & Opinion

The Week: the UK market: don’t worry, be happy

Dividend growth figures for 2024 may be disappointing, but there are still reasons to be cheerful about the UK.

Adviser-Hub 19th Dec 2024

VIDEO

Baillie Gifford | Upfront: episode 9

Hosts Cherry Reynard and investment manager Gary Robinson, delve into the post-election rally in US markets and assess the continuing momentum of AI. Capital at risk.

Baillie Gifford 18th Dec 2024

VIDEO

Baillie Gifford | Three questions to ask your growth manager

Steven Hay, co-manager of the Baillie Gifford Managed Fund, shares his insights and answers three key questions: Why growth? Why active? Why now? Capital at risk.

Baillie Gifford 18th Dec 2024

Partner Zone

Upfront: episode 9

Hosts Cherry Reynard and investment manager Gary Robinson, delve into the post-election rally in US markets and assess the continuing momentum of AI. Capital at risk.

Baillie Gifford 18th Dec 2024

Partner Zone

Three questions to ask your growth manager

Steven Hay, co-manager of the Baillie Gifford Managed Fund, shares his insights and answers three key questions: Why growth? Why active? Why now? Capital at risk.

Baillie Gifford 18th Dec 2024

Partner Zone

Mixed picture facing global fixed income investors

Fidelity Strategic & Flexible Bond portfolio managers Mike Riddell and Tim Foster share their outlook for 2025 and insights into how they are looking to position the portfolios against an evolv...

Fidelity International 17th Dec 2024

Partner Zone

Where next for Digital Assets and bitcoin in 2025?

Fidelity’s Giselle Lai, Associate Investment Director, Digital Assets, discussed the latest developments in the digital asset landscape with esteemed guest speaker, Martha Reyes, Research Ana...

Fidelity International 17th Dec 2024

Partner Zone

Opportunities in US mid-cap equities in ‘America-first’ environment

Fidelity Global Multi Asset Open range portfolio managers Chris Forgan and Caroline Shaw share their outlook for 2025 and provide an insight into how they are looking to position the portfolios aga...

Fidelity International 17th Dec 2024

Partner Zone

All-in yields remain attractive in sterling corporate bond markets

Fidelity Sterling Corporate Bond portfolio managers Ian Fishwick and Kris Atkinson share their outlook for 2025 and provide an insight into how they are looking to position the portfolio against an...

Fidelity International 17th Dec 2024

Partner Zone

The Baillie Gifford Japan Trust: Manager Insights

Investment manager Matthew Brett explores the trust's performance, strategic shifts towards sustainable growth, and the exciting potential of Japanese technological advancements and AI.

Baillie Gifford 17th Dec 2024

Partner Zone

The great US infrastructure rebuild

Spotting the winners from the great US infrastructure renaissance: Baillie Gifford explores the gold amid the grit of the US drive to repair its essential networks.

Baillie Gifford 17th Dec 2024

Partner Zone

Companies in Europe still offer compelling opportunities

Fidelity European and European Trust portfolio managers Sam Morse and Marcel Stötzel share their outlook for 2025 and provide an insight into how they are looking to position the portfolios ag...

Fidelity International 17th Dec 2024

Podcast

Fidelity International | Is it contrarian to be a UK equities investor?

Fidelity’s Alex Wright speaks to Square Mile’s Jock Glover about the case for investing predominantly in the UK equity market and why being a big fish in a small pond can play to his ad...

Fidelity International 16th Dec 2024

Partner Zone

EMD: A credible long-term asset allocation candidate

Capital Group’s paper highlights the importance of active management and bottom-up fundamental research in effectively navigating the multifaceted emerging market debt (EMD) landscape.

Capital Group 16th Dec 2024

Analysis & Opinion

The Week: emerging markets in the year ahead

Emerging markets should have been in a sweet spot for the year ahead, but the US election may have derailed that.

Adviser-Hub 12th Dec 2024

Market Updates

Global updates: Return of the tariff man

Newsflow and sentiment in November were dominated by the US election and its outcome, as Donald Trump’s victory stoked expectations of deregulation, tax cuts, and fresh tariffs.

Adviser-Hub 11th Dec 2024

Market Updates

UK market review: Politics in focus

Politics – including the US election and the ongoing fallout from October’s Budget – absorbed much of the limelight in the UK during November. The Bank of England warned of mounti...

Adviser-Hub 11th Dec 2024

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 11th Dec 2024

Partner Zone

Beyond Silicon Valley: the US’s other innovation hubs

The US’s most exciting and transformative companies are increasingly spread across thriving centres of innovation. Discover how Scottish Mortgage Investment Trust maps the US’s new econ...

Baillie Gifford 11th Dec 2024

Partner Zone

Beyond Silicon Valley: the US’s other innovation hubs

The US’s most exciting and transformative companies are increasingly spread across thriving centres of innovation. Discover how Scottish Mortgage Investment Trust maps the US’s new econ...

Baillie Gifford 11th Dec 2024

Business Toolkit

Post-Budget and US election – is it time to invest again?

Fidelity’s Ed Monk examines how asset prices responded, which stock markets look cheap – and which don’t.

Fidelity Adviser Solutions 10th Dec 2024

Partner Zone

Tech opportunities to broaden beyond AI dominance

Fidelity Global Technology Strategy portfolio manager Hyun Ho Sohn shares his outlook for 2025 and provides an insight into how he is looking to position the portfolio against an evolving macro bac...

Fidelity International 5th Dec 2024

Partner Zone

Focus on high quality dividend companies set to continue

Fidelity Global Dividend and Sustainable Global Equity Income portfolio managers Dan Roberts and Aditya Shivram share their outlook for 2025 and how they are looking to position the portfolios agai...

Fidelity International 5th Dec 2024

Analysis & Opinion

Market view: Mixed picture facing global fixed income investors

Fidelity Strategic & Flexible Bond portfolio managers Mike Riddell and Tim Foster share their outlook for 2025 and insights into how they’re looking to position the portfolios against an...

Fidelity International 5th Dec 2024

Analysis & Opinion

Five things to look out for in 2025 with MyFolio

From inflation to diversification and SDR, abrdn explores the prospects for the year ahead.

Aberdeen Investments 5th Dec 2024

Analysis & Opinion

The great US infrastructure rebuild

Spotting the winners from the great US infrastructure renaissance: Baillie Gifford explores the gold amid the grit of the US drive to repair its essential networks.

Baillie Gifford 5th Dec 2024

Partner Zone

Outlook for global mid-caps looks positive

Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes share their outlook for 2025 and outline how they’re looking to position the portfolio against an evolving m...

Fidelity International 5th Dec 2024

Partner Zone

The year of the ballot

FX markets are often the best way to express views or hedge positions in and around elections, and FX volatility presents a source of potential alpha, says Ninety One.

Ninety One 5th Dec 2024

Partner Zone

Trump: it may be possible to achieve higher tariffs and a weaker US dollar

Ninety One’s Iain Cunningham examines how and why tariffs are expected to play a central role in Trump’s push for US reindustrialisation and a more equitable global trade system. <...

Ninety One 5th Dec 2024

Partner Zone

Balancing the promise and perils of AI

Ninety One’s Head of Quality Clyde Rossouw explains why exposure to higher-quality companies can successfully position investors for an AI-driven future.

Ninety One 5th Dec 2024

Analysis & Opinion

A tale of two COPs (and why, despite the negative noise, they do matter)

abrdn looks at what the latest COP developments mean for investors.

Aberdeen Investments 4th Dec 2024

Analysis & Opinion

Infrastructure debt – a catalyst for net zero in the UK and Europe

abrdn asks: could you contribute to decarbonisation and tap into long-term investment potential?

Aberdeen Investments 4th Dec 2024

Analysis & Opinion

abrdn publishes Fixed Income Engagement Roadmap

abrdn addresses the gap in active ownership within the US$141 trillion global bond market by publishing its Fixed Income Engagement Roadmap, aiming to enhance bondholder stewardship practices.

Aberdeen Investments 4th Dec 2024

Analysis & Opinion

Sustainability Inspires: how abrdn uses voting to make business better

How does voting help drive positive change and improve the performance of clients' investments?

Aberdeen Investments 4th Dec 2024

Analysis & Opinion

The Week: better times ahead for UK gilts?

In a tough year for government bonds, gilts have been particularly weak. Could they revive in 2025?

Adviser-Hub 4th Dec 2024

Partner Zone

Why not just invest in the index?

Partner Stuart Dunbar explores why, as an active manager, Baillie Gifford can add value beyond investing in an index over the long term.

Baillie Gifford 3rd Dec 2024

Partner Zone

The age wave: investing in the needs of an ageing society

Baillie Gifford explains why increasingly elderly populations could transform our lives as much as climate change or AI.

Baillie Gifford 3rd Dec 2024

Partner Zone

Emerging markets: rethinking the opportunity

Baillie Gifford explains why it’s time to rethink opportunities in emerging markets.

Baillie Gifford 3rd Dec 2024

Partner Zone

Private companies: investing in trailblazers

The three Rs – relationship, reputation and research – are key to private company investing.

Baillie Gifford 3rd Dec 2024

Analysis & Opinion

COP29: insights from Fidelity’s investment team

Members of Fidelity’s investment team look at the potential outcomes from COP29 and assess the investment implications

Fidelity International 3rd Dec 2024

Analysis & Opinion

How Fidelity’s new sustainable high yield ETFs optimise multifactor exposures

Benefitting from higher risk-adjusted return potential while also paving a clearer climate pathway.

Fidelity International 3rd Dec 2024

Partner Zone

2025: Year of the active ETF

The active European ETF market has continued its impressive growth in 2024, and is likely to continue to grow rapidly over the coming year.

Fidelity International 2nd Dec 2024

Partner Zone

Outlook 2025: All change

The year ahead promises a different environment for financial investors, but it is clear earnings in many areas will improve and the global mood is positive.

Fidelity International 2nd Dec 2024

Partner Zone

Macro 2025: US poised to reflate

A material shift in politics makes reflation of the US economy our base case for 2025.

Fidelity International 2nd Dec 2024

Partner Zone

Equities 2025: New avenues

A decisive US election, political ructions in Europe, and the first signs of Chinese fiscal action spell more volatility for stock markets in 2025. And new roads to returns.

Fidelity International 2nd Dec 2024

Partner Zone

Fixed Income 2025: Rates make return journey

After navigating an interest rate hiking cycle, fixed income investors face a completely different challenge in 2025.

Fidelity International 2nd Dec 2024

Partner Zone

Multi Asset 2025: Late cycle with a twist

We are positive on risk assets despite being later in the cycle.

Fidelity International 2nd Dec 2024

Partner Zone

Why UK equities offer attractive buying opportunities

Alex Wright, portfolio manager of Fidelity Special Situations & Special Values, shares his outlook for 2025 and provides an insight into how he is looking to position the portfolios against an...

Fidelity International 2nd Dec 2024

Partner Zone

Positive fundamentals boost optimism for risk assets

Fidelity Multi Asset Income portfolio managers Talib Sheikh, George Efstathopoulos and Becky Qin share their outlook for 2025 and provide an insight into how they are looking to position the portfo...

Fidelity International 2nd Dec 2024

Partner Zone

Fidelity’s macro outlook for 2025: US poised to reflate

A material shift in politics makes reflation of the US economy Fidelity’s base case for 2025. Salman Ahmed, Global Head of Macro and Strategic Asset Allocation, gives his outlook.

Fidelity International 29th Nov 2024

Analysis & Opinion

Economic outlook: global growth dependent on a resilient US

As inflation eases and central banks around the world cut interest rates, the outlook for the global economy remains decidedly mixed heading into the new year, says Capital Group.

Capital Group 28th Nov 2024

Analysis & Opinion

The age wave: investing in the needs of an ageing society

Baillie Gifford explains why increasingly elderly populations could transform our lives as much as climate change or AI.

Baillie Gifford 28th Nov 2024

Analysis & Opinion

Outlook for global mid-caps looks positive

Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes share their outlook for 2025 and outline how they’re looking to position the portfolio against an evolving m...

Fidelity International 28th Nov 2024

Partner Zone

Infrastructure debt - a catalyst for net zero in the UK and Europe

abrdn asks: could you contribute to decarbonisation and tap into long-term investment potential?

Aberdeen Investments 28th Nov 2024

Partner Zone

The Monthly Macro Outlook Video - November 2024

In the Monthly Macro video for November, Lizzy Galbraith, Political Economist, discusses what Trump’s leadership may mean for taxes, the deficit, immigration, trade, growth and inflation.

Aberdeen Investments 28th Nov 2024

VIDEO

abrdn Investments | The Monthly Macro Outlook Video - November 2024

In the Monthly Macro video for November, Lizzy Galbraith, Political Economist, discusses what Trump’s leadership may mean for taxes, the deficit, immigration, trade, growth and inflation.

Aberdeen Investments 27th Nov 2024

Analysis & Opinion

The Week: do advisers need to worry about crypto?

The astonishing rise of bitcoin in 2024 has reignited the cryptocurrency frenzy. Even the FCA is starting to take notice.

Aberdeen Investments 27th Nov 2024

VIDEO

Ninety One | Looking into Alcon

Ninety One’s portfolio manager Abrie Pretorius details why our Quality team believes that Alcon – with its dominant position in the eye care market and strong balance sheet – is w...

Ninety One 27th Nov 2024

Partner Zone

Positioning for a late-cycle environment

Amid heightened geopolitical risks, Fidelity Multi Asset Open range portfolio manager Chris Forgan outlines his views on the current market backdrop and where he sees opportunities across asset cla...

Fidelity International 26th Nov 2024

Partner Zone

Navigating bond markets in a volatile post-election market

It might be an exaggeration to roll out the often-misattributed quote that “There are decades where nothing happens; and there are weeks where decades happen”. However, Kris Atkinson, f...

Fidelity International 26th Nov 2024

Partner Zone

The Investor's Guide to China podcast: Chinese e-commerce goes global

The rise of Chinese online shopping platforms like Temu and Shein is evidence that the country has gone from selling goods abroad to exporting entire business models. Can China’s e-commerce c...

Fidelity International 26th Nov 2024

Partner Zone

Autumn Budget 2024 – key takeaways

Chancellor Rachel Reeves delivered the much-anticipated first Budget of the new Labour government on 30 October, outlining her plans to plug the £22 billion ‘black hole’ in the na...

Fidelity International 26th Nov 2024

Partner Zone

Trump wins

Donald Trump has won the US presidential election. Here, Fidelity International’s economists and investment managers discuss some of the likely impact.

Fidelity International 26th Nov 2024

Partner Zone

Labour’s first budget – Potential Truss 2.0 or benign for markets?

With the government’s inaugural budget fast approaching, there has been some speculation that recent rises in gilts yields could be indicative of investors anticipating a ‘Truss 2.0&rsq...

Fidelity International 26th Nov 2024

Podcast

Ninety One | Trump: it may be possible to achieve higher tariffs and a weaker US dollar

Ninety One’s Iain Cunningham discusses the implications of trade policy, examining how and why tariffs are expected to play a central role in Trump’s push for US reindustrialisation and...

Ninety One 26th Nov 2024

Podcast

abrdn Investments | Brazil: fiscal samba

In the latest episode of abrdn’s Emerging Markets Equities podcast, Nick Robinson sits down with Ivan Kleimann to discuss Brazil.

Aberdeen Investments 26th Nov 2024

Partner Zone

Economic outlook: global growth dependent on a resilient US

As inflation eases and central banks around the world cut interest rates, the outlook for the global economy remains decidedly mixed heading into the new year.

Capital Group 26th Nov 2024

Partner Zone

Global investment grade thoughts from Damir Bettini

According to Capital Group’s Damir Bettini, all-in yields on global investment grade credit of between 4.5% and 5%, for an asset class that is A-minus rated on average, seem attractive.

Capital Group 26th Nov 2024

Partner Zone

What Trump’s win could mean for banks, autos and luxury goods

Given the change in US leadership, separating the winners and losers of Trumponomics 2.0 is front and centre for many investors.

Capital Group 26th Nov 2024

Partner Zone

US elections: the European impact

Trump’s mercantilism could spell instability, says Capital Group.

Capital Group 26th Nov 2024

VIDEO

Hub Themes | US Election

Following the election of Donald Trump as the 47th US President, Hub...

Adviser-Hub 25th Nov 2024

Business Toolkit

Adviser firms position themselves for growth

Paul Richards discusses some of the key findings and shares his thoughts on why advice firms are feeling more bullish about their prospects now, than at any time since the research began in 2020.&n...

Fidelity Adviser Solutions 25th Nov 2024

Analysis & Opinion

The Week: smaller companies

Smaller companies and Labour’s new broom.

Adviser-Hub 21st Nov 2024

Analysis & Opinion

US elections: the European impact

Trump’s mercantilism could spell instability, says Capital Group.

Capital Group 21st Nov 2024

Analysis & Opinion

Balancing the promise and perils of AI

Ninety One’s Head of Quality Clyde Rossouw explains why exposure to higher-quality companies can successfully position investors for an AI-driven future.

Ninety One 21st Nov 2024

Analysis & Opinion

Market view: Navigating bond markets in a volatile post-election market

Fidelity’s Kris Atkinson offers his latest views on interest rates and credit, and why he continues to play for lower yields and steeper curves while de-risking the credit side of portfolios....

Fidelity International 21st Nov 2024

Partner Zone

Scottish Mortgage: manager review

Manager Tom Slater shares highlights, challenges, and explains how the portfolio is well-positioned to take advantage of investment opportunities in the decades ahead. Capital at risk.

Baillie Gifford 21st Nov 2024

Partner Zone

China: recovery or relapse?

The rollout of China’s most substantial stimulus package in years raises the question: should investors reassess their stance on China? Ninety One investigates.

Ninety One 20th Nov 2024

Partner Zone

Quality: an evolution of positioning, but not principles

Clyde Rossouw explains why the inherent adaptability of his team’s Quality approach has enabled the constituents of Global Franchise to evolve over time, without compromising their purist qua...

Ninety One 20th Nov 2024

Partner Zone

US election: a clear cut result, but what does it mean for the economy?

Philip Saunders, Director of Ninety One’s Investment Institute, reminds us that regardless of the party in power, long-term market movements are driven by fundamentals – growth matters....

Ninety One 20th Nov 2024

Partner Zone

US election 2024

Ninety One’s Clyde Rossouw explains why the direction of travel over the longer term is likely to be supportive for a quality approach based on earnings resilience.

Ninety One 20th Nov 2024

Partner Zone

Looking into Alcon

In this short video, Ninety One’s portfolio manager Abrie Pretorius details why Alcon is well placed to benefit from the structural growth opportunity that the industry offers.

Ninety One 20th Nov 2024

Partner Zone

Reasons to believe: time for fixed income

As interest rates drop and inflation cools, abrdn assess the most promising segments of the fixed income market.

Aberdeen Investments 20th Nov 2024

Partner Zone

Diversified Assets - Rapid-fire Note

Listed infrastructure investment companies are trading at significant discounts to NAV. Uncover the reasons and potential opportunities for investors.

Aberdeen Investments 20th Nov 2024

Analysis & Opinion

Investing in decarbonisation under Trump 2.0

How will Trump 2.0 affect clean-tech sectors, including renewable energy and electric vehicles? Ninety One’s Deirdre Cooper considers what lies ahead for investors in global decarbonisation.<...

Ninety One 19th Nov 2024

Partner Zone

What does a Trump presidency mean for EM equities?

abrdn’s Devan Kaloo looks at how the US presidential election result might impact emerging market equities.

Aberdeen Investments 19th Nov 2024

Partner Zone

Growth investing: why the hunt for outliers remains compelling

It’s not about growth or value – it’s about the few companies that drive stock market returns.

Baillie Gifford 18th Nov 2024

Partner Zone

Autumn Budget – what it means for your clients and their money

No surprises from Rachel Reeves’s tax-spend-and-borrow Budget, says Fidelity’s Tom Stevenson.

Fidelity International 18th Nov 2024

Business Toolkit

Autumn Budget key takeaways

Fidelity’s Paul Richards and Paul Squirrell got together to examine exactly what’s changed – and what hasn’t changed – in areas such as pensions, ISAs and capital gain...

Fidelity Adviser Solutions 18th Nov 2024

Partner Zone

An expansionary shift for US policy?

Fidelity’s Talib Sheikh shares his take on the US election result, the outlook for asset classes, and how Fidelity’s multi asset income range is positioned, highlighting the increased e...

Fidelity International 18th Nov 2024

Partner Zone

China macro & policy insights: China stimulus and impact

Fidelity’s locally based team share their perspectives on the impact of China’s recent stimulus measures and their implications for markets.

Fidelity International 18th Nov 2024

Partner Zone

It’s time to lock in these yields… while you still can

Fidelity’s Ben Deane assesses the credit landscape, highlighting why he believes that all-in yields remain attractive and the recent rise in yields offers an attractive entry point for invest...

Fidelity International 18th Nov 2024

Partner Zone

The case for equity market neutral strategies in five charts

Fidelity's absolute return strategy can help investors diversify and enhance equity return drivers in an environment in which macroeconomic and market volatility are elevated.

Fidelity International 17th Nov 2024

Analysis & Opinion

The Week: trouble ahead for fixed income markets?

Fixed income markets are facing pressure as inflation expectations revive. Where are the vulnerabilities?

Adviser-Hub 14th Nov 2024

Analysis & Opinion

US election: a clear cut result, but what does it mean for the economy?

Philip Saunders, Director of Ninety One’s Investment Institute reminds us that regardless of the party in power, long-term market movements are driven by fundamentals – growth matters.<...

Ninety One 14th Nov 2024

Analysis & Opinion

Why are enhanced index strategies increasingly popular?

abrdn brings you three key reasons.

Aberdeen Investments 14th Nov 2024

Analysis & Opinion

EM equities: five factors point to a rebound

Ninety One’s analysis assesses five critical factors that could support EM returns relative to developed markets.

Ninety One 14th Nov 2024

Partner Zone

Scottish Mortgage: Quarterly Data Pack

Access the latest data-led analysis on the Scottish mortgage portfolio, including updates on performance, private companies and recent transactions. Capital at risk.

Baillie Gifford 13th Nov 2024

Analysis & Opinion

EM equities: five factors point to a rebound

The emerging market (EM) equity asset class has approached a turning point more than once over recent years.

Ninety One 13th Nov 2024

Market Updates

Interest rate update: What next for interest rates?

Interest rates in the UK and the US were cut in November as expected; nevertheless, recent political developments on both sides of the Atlantic raised some uncertainties about the future path of mo...

Adviser-Hub 12th Nov 2024

Podcast

Fidelity International | The Investor's Guide to China podcast: Chinese e-commerce goes global

Fidelity explores whether China’s e-commerce companies can replicate their domestic success globally, from Southeast Asia to North America?

Fidelity International 12th Nov 2024

Partner Zone

Quick take: impact of US election results on emerging markets

In the wake of Donald Trump’s victory in the US presidential election, Capital Group shares analysis from portfolio manager Kirstie Spence on the impact on emerging markets, focusing on expan...

Capital Group 12th Nov 2024

Partner Zone

Ahead of the Curve: what US resilience means for bond investors

Capital Group’s latest Ahead of the Curve paper examines opportunities for fixed income investors in what is likely to remain a positive environment for the asset class.

Capital Group 12th Nov 2024

Partner Zone

Trump’s victory signals major policy shifts ahead

Trump’s key policy issues, such as tax cuts, higher tariffs and immigration curbs, may come faster than expected — potentially in the early months of 2025, says Capital Group.

Capital Group 12th Nov 2024

Partner Zone

Have investors missed the rally in stocks and bonds?

As markets have recovered, the fresh opportunity to get invested is clear — and sitting on cash-like holdings should have less appeal.

Capital Group 12th Nov 2024

Market Updates

Global updates: A choppy month for markets

Uncertainty ahead of the US Presidential election weighed on share prices in the US and around the world during October. Major equity markets were choppy but generally fell over the month, although...

Adviser-Hub 8th Nov 2024

Market Updates

UK market review: All eyes on Reeves’ first Budget

In Labour’s first Budget since 2010, Chancellor of the Exchequer Rachel Reeves unveiled what the Office for Budget Responsibility described as “a large, sustained increase in spending,...

Adviser-Hub 8th Nov 2024

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 8th Nov 2024

Analysis & Opinion

The Week: bond market wobbles as Trump wins

Longer-dated treasuries signalled nervousness around Trump’s victory.

Adviser-Hub 7th Nov 2024

Analysis & Opinion

Market view: Have investors missed the rally in stocks and bonds?

As markets have recovered, the fresh opportunity to get invested is clear — and sitting on cash-like holdings should have less appeal, says Capital Group.

Capital Group 7th Nov 2024

Analysis & Opinion

Beyond the dragon's reach

abrdn examines how to better manage China risks while seeking attractive emerging market equity investments outside the world's second-largest economy.

Aberdeen Investments 7th Nov 2024

Analysis & Opinion

Reflections on investing in Indian equities over the past 20 years 

Vinay Agarwal, Director of FSSA Investment Managers, shares his experiences and some of his reflections over the past decades.

FSSA Investment Managers 7th Nov 2024

VIDEO

Baillie Gifford | Future Stocks: Our best investment ideas in Japan

Baillie Gifford investment specialist Thomas Patchett identifies three Japanese companies, Softbank, Rakuten and Eisai, as leaders in automation, digitalisation and healthcare, creating opportuniti...

Baillie Gifford 7th Nov 2024

VIDEO

Baillie Gifford | Future Stocks: Our best investment ideas in Europe

Where are Europe's hidden growth opportunities? Baillie Gifford’s Thomas Hodges, explains how companies Lonza, Topicus and Soitec thrive, revealing a far more interesting investment lands...

Baillie Gifford 7th Nov 2024

Partner Zone

Future Stocks: Our best investment ideas in Japan

Baillie Gifford 7th Nov 2024

Partner Zone

Future Stocks: Our best investment ideas in Europe

Where are Europe's hidden growth opportunities? Baillie Gifford’s Thomas Hodges, explains how companies Lonza, Topicus and Soitec thrive, revealing a far more interesting investment...

Baillie Gifford 7th Nov 2024

Analysis & Opinion

The clean energy election

Will the US election result affect investors in US utilities? Baillie Gifford’s Felix Amoako-Kwarteng finds out.

Baillie Gifford 5th Nov 2024

Analysis & Opinion

Has Net Zero gone nuclear?

US utilities are breaking ground on Small Modular Reactors in the hunt for carbon-free energy – First Sentier’s Rebecca Sherlock tells us more.

FSSA Investment Managers 5th Nov 2024

Analysis & Opinion

The rise of AI and ESG

AI is touching almost every corner of the global economy – Capital Group explores the implications for ESG issues.

Capital Group 5th Nov 2024

Partner Zone

MAC mechanics: under the bonnet of Ninety One’s Multi-Asset Credit Strategy

Ninety One believes that the case for adopting a dynamic approach to portfolio construction across a broad investment universe has never been clearer.

Ninety One 5th Nov 2024

Partner Zone

Why small cap strife means big opportunities in immature companies

Small cap strife: big opportunities - Baillie Gifford explores the transformative potential of small-cap companies such as DexCom, Tesla and Axon.

Baillie Gifford 4th Nov 2024

Partner Zone

Why Fidelity believes there is still life in the UK market rally

With UK equities trading at their most attractive levels, strong corporate earnings, and an improving domestic economy, it’s time to capitalise on the significant upside potential still on of...

Fidelity International 4th Nov 2024

Partner Zone

China’s stimulus to spark a sustained stock revival?

Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, outlines why China’s stimulus measures could turn the tide in economic fundamentals, potentially driving a sustained...

Fidelity International 4th Nov 2024

Business Toolkit

Autumn Budget – what it means for your clients and their money

Rachel Reeves’s Budget debut was road-tested in advance, as they are these days. There were no surprises in her well-flagged higher tax, higher spend, higher borrowing speech.

Fidelity Adviser Solutions 1st Nov 2024

VIDEO

Baillie Gifford | Scottish Mortgage: Portfolio Update Q3

Investment Specialist Hamish Maxwell delivers an update on Scottish Mortgage’s portfolio positioning, including allocation to Chinese companies, private holdings, artificial intelligence, and...

Baillie Gifford 1st Nov 2024

VIDEO

Baillie Gifford | Future Stocks: Our best investment ideas in Asia

Baillie Gifford’s Qian Zhang highlights three Asian companies at the forefront of global structural trends: Samsung, Delhivery and Bank Rakyat. Demonstrating why Asia is growing faster than a...

Baillie Gifford 1st Nov 2024

Partner Zone

Scottish Mortgage: Portfolio Update Q3

Investment Specialist Hamish Maxwell delivers an update on Scottish Mortgage’s portfolio positioning, including allocation to Chinese companies, private holdings, artificial intelligence, and...

Baillie Gifford 1st Nov 2024

Partner Zone

Future Stocks: Our best investment ideas in Asia

Baillie Gifford’s Qian Zhang highlights three Asian companies at the forefront of global structural trends: Samsung, Delhivery and Bank Rakyat. Demonstrating why Asia is growing faster than a...

Baillie Gifford 1st Nov 2024

Analysis & Opinion

The Week: Budget 2024: bond market nerves

Since the Liz Truss debacle, chancellors have lived in fear of the bond market. Has Rachel Reeves kept it sweet?

Adviser-Hub 31st Oct 2024

Analysis & Opinion

Budget 2024: fixing the foundations?

In Labour’s first Budget since 2010, Chancellor of the Exchequer Rachel Reeves announced £40 billion-worth of higher taxes alongside increased investment in health, education, defe...

Adviser-Hub 31st Oct 2024

Analysis & Opinion

Market view: Why Fidelity believes there is still life in the UK market rally

With UK equities trading at their most attractive levels, strong corporate earnings, and an improving domestic economy, it’s time to capitalise on the significant upside potential still on of...

Fidelity International 31st Oct 2024

Analysis & Opinion

MAC mechanics: under the bonnet of Ninety One’s Multi-Asset Credit Strategy

Ninety One believes that the case for adopting a dynamic approach to portfolio construction across a broad investment universe has never been clearer.

Ninety One 31st Oct 2024

Analysis & Opinion

Public Enemy were right: don’t believe the hype

Momentum has been a popular investment strategy in recent years, but glory hunting is likely to result in high costs and mediocre returns. Schroders examines data showing the perils of chasing past...

Adviser-Hub 30th Oct 2024

Partner Zone

Where to invest as interest rates decline

Don’t let uncertainty get in the way of your long-term investment goals, says Capital Group – here are five opportunities to consider as the Fed pivots to interest rate cuts.

Capital Group 29th Oct 2024

Podcast

Ninety One | Keep active in a bearish oil market

Prospects for oil appear positive on a five-year view; however, demand worries and supply growth suggest a bearish outlook in 2025 – Ninety One’s Paul Gooden explains there are still op...

Ninety One 29th Oct 2024

Podcast

abrdn Investments | Private credit: investment grade opportunities

abrdn’s Vivian Tang and Martin Barnewell discuss their views on private credit investment grade opportunities while highlighting the growth of the asset class since the 2008 financial crisis....

Aberdeen Investments 29th Oct 2024

Partner Zone

What to expect between Election Day and the inauguration

If past trends are any indication, 5 November could be just the beginning, says Capital Group.

Capital Group 29th Oct 2024

Partner Zone

The rise of AI and ESG

AI is touching almost every corner of the global economy – but what are the implications for ESG issues?

Capital Group 29th Oct 2024

Business Toolkit

Cybersecurity – six simple steps to help protect your firm

Fidelity’s Risk and Security expert’s Katie Beecroft gives a brief outline of some of the cyber threats that you might encounter.

Fidelity Adviser Solutions 28th Oct 2024

Analysis & Opinion

The Week: UK dividend drop: a worrying sign?

UK dividends are down, with weakness in the mining sector, the strength of sterling and a preference for share buybacks weighing on returns.

Adviser-Hub 24th Oct 2024

Analysis & Opinion

Where to invest as interest rates decline

Don’t let uncertainty get in the way of your long-term investment goals, says Capital Group – here are five opportunities to consider as the Fed pivots to interest rate cuts.

Capital Group 24th Oct 2024

Analysis & Opinion

The case for equity market neutral strategies in five charts

Fidelity's absolute return strategy can help investors diversify and enhance equity return drivers in an environment in which macroeconomic and market volatility are elevated.

Fidelity International 24th Oct 2024

Partner Zone

Q4 investment outlook introduction and house view on asset classes

In abrdn’s latest Investment Outlook we provide our latest house view, our scenarios around the US presidential election and a series of topical perspectives from our asset class experts.

Aberdeen Investments 23rd Oct 2024

VIDEO

abrdn Investments | The start of a new real estate cycle?

abrdn reviews substantial re-pricing risk now in the rear-view mirror, now could be an opportune time to start thinking about your clients’ real estate allocations.

Aberdeen Investments 23rd Oct 2024

Analysis & Opinion

Introducing Ninety One’s Sovereign Biodiversity Index

Ninety One presents an index that provides a quantitative way for investors to assess nature and biodiversity risks at the national level.

Ninety One 22nd Oct 2024

Analysis & Opinion

Positive Change: investor letter Q3 2024

Baillie Gifford’s Positive Change team shares insights on Q3 2024, covering the strategy's recent performance, portfolio adjustments, and market influences.

Baillie Gifford 22nd Oct 2024

Analysis & Opinion

To COP16 and beyond

COP16 will focus on resource mobilisation and the implementation of the GBF that aims to halt and reverse biodiversity loss by 2030 – Fidelity tells us more.

Fidelity International 22nd Oct 2024

Analysis & Opinion

Decent work: a new framework for investors

What is decent work and what’s the issue? abrdn’s latest research paper shows why ‘decent work’ matters, and highlights the investment risks and opportunities.

Aberdeen Investments 22nd Oct 2024

Partner Zone

Keep active in a bearish oil market

Prospects for oil appear positive on a five-year view; however, demand worries and supply growth suggest a bearish outlook in 2025. Ninety One’s Paul Gooden explains there are still opportuni...

Ninety One 22nd Oct 2024

Partner Zone

Notes from the road: why investors should take heart from a ‘sober’ gold-sector gathering

Gold is at record highs, yet attendance at the biggest annual gold-industry conference was well below average, which says something useful about sentiment and what investors can expect, says Ninety...

Ninety One 22nd Oct 2024

Partner Zone

The road ahead for equities

What direction could equity markets take from here? Will they continue on a narrow path - led by large-cap tech stocks - or is there potential for a wider range of opportunities?

Capital Group 22nd Oct 2024

VIDEO

Baillie Gifford | Why now for corporate credit?

Catch up on the conversation between Cherry Reynard and Baillie Gifford’s head of credit Lesley Dunn in episode 8 of Upfront as they delve into recent market volatility.

Baillie Gifford 21st Oct 2024

Partner Zone

Why now for corporate credit?

Catch up on the conversation between Cherry Reynard and Baillie Gifford’s head of credit Lesley Dunn in episode 8 of Upfront as they delve into recent market volatility.

Baillie Gifford 21st Oct 2024

Business Toolkit

Why the 4% rule shouldn’t be ‘the tail that wags the dog’

Reliance on a single figure is overly simplistic. The recent FCA thematic review of retirement advice questioned whether a single rate, that doesn’t reflect individual circumstances, is appro...

Fidelity Adviser Solutions 21st Oct 2024

Partner Zone

Identifying quality across Asia

Nitin Bajaj, portfolio manager for Fidelity Asian Values PLC, discusses his approach to identifying opportunities across Asia and how he is always looking to find quality businesses with strong fun...

Fidelity International 18th Oct 2024

Partner Zone

Do US elections matter for stock returns?

Baillie Gifford explores what the past tells us about a new US president’s impact on growth companies.

Baillie Gifford 18th Oct 2024

Partner Zone

Why growth investors can't ignore China

China’s electric car, battery and other advanced manufacturers are on the rise – Baillie Gifford tells us more.

Baillie Gifford 18th Oct 2024

Partner Zone

Navigating the bond landscape

Bonds offer a unique blend of diversification and potential returns. How does the Baillie Gifford Managed Fund capitalise on this? Manager Steven Hay explains.

Baillie Gifford 18th Oct 2024

Partner Zone

DC views: how to achieve better member outcomes

Baillie Gifford explores the UK DC market, discussing frustrations around cost and investment constraints, and how better member outcomes can be achieved.

Baillie Gifford 18th Oct 2024

Partner Zone

Future stocks

Discover which three stocks have caught the eyes of Baillie Gifford’s investment specialists.

Baillie Gifford 18th Oct 2024

Partner Zone

Income investing in a cooling inflationary environment

Portfolio manager Talib Sheikh provides an update on recent positioning moves within Fidelity’s multi asset income range, highlighting the increased exposure to defensive quality income equit...

Fidelity International 18th Oct 2024

Partner Zone

Exploring a different take on global equities investing

Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes explore how the global small and mid-cap segment offers investors attractive sources of diversification and return...

Fidelity International 18th Oct 2024

Analysis & Opinion

The Week: is China back?

Chinese market for almost as long as they’ve been calling a recovery in the UK. After a big stimulus package and a rally in share prices, is that recovery finally here?

Adviser-Hub 17th Oct 2024

Analysis & Opinion

Market view: Multi asset: why your bonds may finally excel in your portfolio

Bonds are making a comeback and abrdn examines how bond market dynamics are shifting and what it could mean for you.

Aberdeen Investments 17th Oct 2024

Partner Zone

Scottish Mortgage in conversation with Wise CEO

Kristo Käärmann, co-founder of digital payments platform Wise, tells Scottish Mortgage’s Lawrence Burns how a customer-centric approach is helping revolutionise global money movemen...

Baillie Gifford 17th Oct 2024

Partner Zone

Four AI bottlenecks could bolster old-economy companies

Certain resource constraints could prevent AI growth rates from meeting lofty expectations, but the bottlenecks might not be where you expect, says Capital Group.

Capital Group 17th Oct 2024

VIDEO

Baillie Gifford | Scottish Mortgage: Why invest in private companies?

The Scottish Mortgage team explains why investing in private companies gives shareholders access to the most innovative and unique growth opportunities globally.

Baillie Gifford 16th Oct 2024

Partner Zone

Scottish Mortgage: Why invest in private companies?

The Scottish Mortgage team explains why investing in private companies gives shareholders access to the most innovative and unique growth opportunities globally.

Baillie Gifford 16th Oct 2024

Podcast

Ninety One | Macroscope: US yield curve dis-inversion: what does it mean and how to trade it

Alex Holroyd-Jones, portfolio manager in Ninety One’s Multi-Asset team, discusses whether the current US yield curve is a predictor of an upcoming recession or a stronger outlook, and why it...

Ninety One 15th Oct 2024

Podcast

Baillie Gifford | Why growth investors can't ignore China

China’s electric car, battery and other advanced manufacturers are on the rise – Baillie Gifford tells us more.

Baillie Gifford 15th Oct 2024

Business Toolkit

The advice sector’s future – practitioners’ hopes and fears

Download this year’s report to find out practitioners’ views on their firms’ prospects for growth, what impact AI may have on their businesses and what they’d like to see fr...

Fidelity Adviser Solutions 15th Oct 2024

Partner Zone

Empowering future generations

abrdn’s commitment to long-term financial wellbeing, via tools and knowledge for long-term savings and investments to prepare future generations for retirement.

Aberdeen Investments 15th Oct 2024

Partner Zone

abrdn publishes Fixed Income Engagement Roadmap

abrdn addresses the gap in active ownership global bond market by aiming to enhance bondholder stewardship practices.

Aberdeen Investments 15th Oct 2024

Partner Zone

Taking a broader look at Asia: the ASEAN opportunity

In the wake of China and India’s dominance, smaller ASEAN countries have slipped under the investment radar and valuations in select companies look increasingly attractive.

Capital Group 15th Oct 2024

Partner Zone

Impact of US elections on emerging market currencies

Capital Group’s Jens Søndergaard examines what the outcome of the US election could mean for EM currencies through the impact on tariffs, sanctions, US fiscal policy, unorthodox econom...

Capital Group 15th Oct 2024

Partner Zone

Quicker and more aggressive easing now expected from European Central Bank

With risks to growth building, Capital Group expects the ECB to bring forward cuts in its policy rate, meaning the easing cycle will likely be quicker and more aggressive than previously thought.&n...

Capital Group 15th Oct 2024

Partner Zone

Welcome to the Benjamin Button economy

In the 2008 film The Curious Case of Benjamin Button, the title character ages in reverse – oddly enough, Capital Group’s Jared Franz thinks the US economy is doing something similar.

Capital Group 14th Oct 2024

Partner Zone

Macroscope: US yield curve dis-inversion: what does it mean and how to trade it

Alex Holroyd-Jones, portfolio manager in Ninety One’s Multi-Asset team, discusses whether the current US yield curve is a predictor of an upcoming recession or a stronger outlook, and why it...

Ninety One 14th Oct 2024

Partner Zone

Bonds back in focus

Ninety One’s Ellie Clapton and Jason Borbora-Sheen explore the resurgence of bonds as a viable investment class.

Ninety One 14th Oct 2024

Partner Zone

Baillie Gifford Managed Fund: navigating the bond landscape

Bonds offer a unique blend of diversification and potential returns. How does the Managed Fund capitalise on this? With a strategic mix of government and corporate bonds, the Managed Fund aims to o...

Baillie Gifford 14th Oct 2024

VIDEO

Baillie Gifford | Future Stocks: Our best investment ideas in the US

What’s special about the US market? Baillie Gifford investment specialist Ben James shares what makes it stand out, highlighting DoorDash, The Trade Desk and CoStar as growth companies making...

Baillie Gifford 14th Oct 2024

VIDEO

Baillie Gifford | Future Stocks: Our best impact investing ideas

Baillie Gifford investment specialist Rosie Rankin explains how Nubank, Xylem and Grab are addressing global challenges, while also generating investment returns. Capital at risk.

Baillie Gifford 14th Oct 2024

VIDEO

Baillie Gifford | Future Stocks: Our best balanced investment ideas

Investment specialist Lucy Haddow explains how investments in salad restaurant Sweetgreen, car dealer Inchcape and low-cost airline Ryanair have benefitted Baillie Gifford’s balanced approach...

Baillie Gifford 14th Oct 2024

Partner Zone

Future Stocks: Our best investment ideas in the US

What’s special about the US market? Baillie Gifford investment specialist Ben James shares what makes it stand out, highlighting DoorDash, The Trade Desk and CoStar as growth companies making...

Baillie Gifford 14th Oct 2024

Partner Zone

Future Stocks: Our best impact investing ideas

Baillie Gifford investment specialist Rosie Rankin explains how Nubank, Xylem and Grab are addressing global challenges, while also generating investment returns. Capital at risk

Baillie Gifford 14th Oct 2024

Partner Zone

Future Stocks: Our best balanced investment ideas

Investment specialist Lucy Haddow explains how investments in salad restaurant Sweetgreen, car dealer Inchcape and low-cost airline Ryanair have benefitted Baillie Gifford’s balanced approach...

Baillie Gifford 14th Oct 2024

Analysis & Opinion

Making nature count: an investor’s perspective

Ninety One’s Stephanie Niven discusses a new way of managing nature risks from the earliest stages of construction and infrastructure projects.

Ninety One 11th Oct 2024

Analysis & Opinion

European ESG Regulatory Update - October 2024

Fidelity’s sustainability team provides an overview of the latest developments across the ESG regulatory landscape and outlines the implications for investors.

Fidelity International 11th Oct 2024

Analysis & Opinion

The Week: cost disclosure: investment trusts bounce back

The regulator has resolved the problems around cost disclosure for investment trusts, but platforms still have concerns.

Adviser-Hub 10th Oct 2024

Analysis & Opinion

Chinese policy crosses the Rubicon – what now?

A decisive policy pivot – in the form of a fiscal boost – has seen China’s equity market escape its trough – Fidelity’s team assesses whether investors should believe...

Fidelity International 10th Oct 2024

Analysis & Opinion

DC views: how to achieve better member outcomes

Baillie Gifford explores the UK DC market, discussing frustrations around cost and investment constraints, and how better member outcomes can be achieved.

Baillie Gifford 10th Oct 2024

VIDEO

abrdn | Breakfast briefing: Fixed Income - Time for outcome-based?

Investors often hold cash for yield and liquidity. Mark Munro and Paul Mehta discuss Global Fixed Income Funds that offer attractive yields and mitigate volatility amidst falling cash yields.

Aberdeen Investments 10th Oct 2024

VIDEO

abrdn | abrdn UK Smaller Companies Fund Update - August 2024

Abby Glennie, Deputy Head of Smaller Companies, provides an update on performance, activity and outlook on the abrdn UK Smaller Companies Fund.

Aberdeen Investments 10th Oct 2024

Partner Zone

abrdn UK Smaller Companies Fund Update - August 2024

Abby Glennie, Deputy Head of Smaller Companies, provides an update on performance, activity and outlook on the abrdn UK Smaller Companies Fund.

Aberdeen Investments 10th Oct 2024

Partner Zone

Income investing in a cooling inflationary environment

Portfolio manager Talib Sheikh provides an update on recent positioning moves within Fidelity’s multi asset income range, highlighting the increased exposure to defensive quality income equit...

Fidelity International 10th Oct 2024

Partner Zone

Breakfast briefing: Fixed Income - Time for outcome-based?

Investors often hold cash for yield and liquidity. Mark Munro and Paul Mehta discuss Global Fixed Income Funds that offer attractive yields and mitigate volatility amidst falling cash yields.

Aberdeen Investments 10th Oct 2024

Market Updates

Global updates: US markets surge to new highs

Equity markets dipped early in September, dragged lower by concerns about the outlook for the US economy that were compounded by disappointing employment data and sharp declines in technology share...

Adviser-Hub 9th Oct 2024

Market Updates

UK market review: Political concerns hit sentiment

Concerns over the possible measures contained in the new Labour Government’s Autumn Budget – which is scheduled to take place on 30 October.

Adviser-Hub 9th Oct 2024

Market Updates

Market briefings looking back at September

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

Adviser-Hub 9th Oct 2024

Partner Zone

Japan: opportunities in automation

Investment manager Donald Farquharson explores Japan's automation revolution, highlighting the country’s expertise in robot development and key industry leaders.

Baillie Gifford 9th Oct 2024

VIDEO

Baillie Gifford | Japan: opportunities in automation

Investment manager Donald Farquharson explores Japan's automation revolution, highlighting the country’s expertise in robot development and key industry leaders.

Baillie Gifford 9th Oct 2024

Partner Zone

US yield curve dis-inversion: what it means and how to trade it

Ninety One’s Alex Holroyd-Jones discusses whether the current US yield curve is a predictor of an upcoming recession or a stronger outlook, and why it should continue steepening.

Ninety One 8th Oct 2024

Partner Zone

Fund in Five: Fidelity Sterling Corporate Bond Fund

Ian Fishwick, lead manager of the Fidelity Sterling Corporate Bond Fund, discusses why a combination of falling interest rates, and an attractive starting level of yield, are increasing the investm...

Fidelity International 8th Oct 2024

Partner Zone

Bond correlations normalise, but will it hold?

The equity-bond correlation has turned negative and it seems that bonds can perform a hedging role once again – however, it’s the context that matters, says Fidelity.

Fidelity International 7th Oct 2024

Partner Zone

China: finding the new shoots of growth

International investors are sceptical, but Baillie Gifford believes that, below the surface, China’s government and companies are laying the foundations for the next growth phase.

Baillie Gifford 7th Oct 2024

Partner Zone

The importance of focus

Baillie Gifford’s Brogan Harris explains why focus and patience are crucial elements when investing and identifying growth companies.

Baillie Gifford 7th Oct 2024

Partner Zone

Why quality matters in Europe

Fidelity’s Sam Morse and Marcel Stötzel explain why a focus on high-quality companies with strong balance sheets and sustainable dividend growth can continue to drive attractive long-ter...

Fidelity International 7th Oct 2024

Partner Zone

Fed goes big but volatility ahead

Labour market fragility pushed the Fed into more aggressive action, but what it does next hangs in the balance. Fidelity’s Salman Ahmed explores the reasons behind the cut and its implication...

Fidelity International 7th Oct 2024

Partner Zone

US exceptionalism could continue but diversification remains key

One of the most consistent themes over the past 15 years has been the outperformance of US equities – Fidelity explores why they have been so successful and whether the trend will continue.

Fidelity International 7th Oct 2024

VIDEO

Fidelity International | Fund in Five: Fidelity Sterling Corporate Bond Fund

Fidelity International 7th Oct 2024

VIDEO

Fidelity International | Fund in Five: Fidelity Short Dated Corporate Bond Fund

Kris Atkinson, discusses the factors in the market which are boosting the appeal for the asset class. He shares why by focusing on those credits where there is a story behind them, the fund looks t...

Fidelity International 7th Oct 2024

VIDEO

Capital Group | John Emerson on the US election run in

Geopolitical analyst and vice chair of Capital Group John Emerson shares his insights on the upcoming US Presidential election. He discusses key factors to watch, the potential outcomes, and how in...

Capital Group 4th Oct 2024

VIDEO

Capital Group | Fed insights webinar: Post-meeting analysis and market impact

Fixed income portfolio manager Timothy Ng and economist Jared Franz delve into the Federal Reserve’s recent action and analyse potential implications for interest rates, broader fixed income...

Capital Group 4th Oct 2024

Analysis & Opinion

The Week: tax changes and UK small caps

The small cap recovery is on pause while investors wait for the October budget.

Adviser-Hub 3rd Oct 2024

Analysis & Opinion

Welcome to the Benjamin Button economy

In the 2008 film The Curious Case of Benjamin Button, the title character ages in reverse – oddly enough, Capital Group’s Jared Franz thinks the US economy is doing something similar.

Capital Group 3rd Oct 2024

Analysis & Opinion

Why quality matters in Europe

Fidelity’s Sam Morse and Marcel Stötzel explain why a focus on high-quality companies can continue to drive attractive long-term returns for investors in Europe.

Fidelity International 3rd Oct 2024

Analysis & Opinion

Bonds back in focus

Ninety One’s Ellie Clapton and Jason Borbora-Sheen explore the resurgence of bonds as a viable investment class.

Ninety One 3rd Oct 2024

Partner Zone

Introducing Fidelity’s guide to investing in the energy transition

The breadth and implications of the energy transition reveal a lot for investors to consider, so Fidelity has compiled a practitioner's guide to some of the key topics.

Fidelity International 3rd Oct 2024

Partner Zone

Beyond Silicon Valley

The US’s most exciting and transformative companies are increasingly spread across thriving centres of innovation – discover how Scottish Mortgage maps the US’s new economic geogr...

Baillie Gifford 3rd Oct 2024

Partner Zone

John Emerson on the US election run

John Emerson, geopolitical analyst and vice chair of Capital Group, shares his insights on the upcoming US Presidential election, including key factors to watch, potential outcomes, and how investo...

Capital Group 2nd Oct 2024

Partner Zone

Fed insights webinar: post-meeting analysis and market impact

Capital Group fixed income portfolio manager Timothy Ng and economist Jared Franz delve into the Federal Reserve’s recent action and analyse potential implications for interest rates, broader...

Capital Group 2nd Oct 2024

Partner Zone

Has stock market concentration reached a tipping point?

Capital Group believes that hyperconcentration in the US stock market may be nearing a peak.

Capital Group 2nd Oct 2024

Partner Zone

A confluence of change: how to thrive on generational shifts in the global economy

Following events that began to unfold in 2022, Capital Group believes we are now in a market cycle marked by structurally higher interest rates, more volatile inflation, and elevated geopolitical t...

Capital Group 2nd Oct 2024

Podcast

abrdn Investments | Ballots that surpass borders: how will the US election shape emerging markets?

In the latest episode of abrdn’s Emerging Markets Equities podcast, Nick Robinson sits down with Michael Langham to discuss the US election.

Aberdeen Investments 1st Oct 2024

Business Toolkit

What the end of NS&I 6.2% bond tells us about cash savings

Fidelity’s Ed Monk looks at the options available as investors look for a new home for their savings.

Fidelity Adviser Solutions 30th Sep 2024

Analysis & Opinion

The Week: Labour keeps savers guessing

Apart from some gloomy rhetoric, there were few clues at the Labour party conference as to who will pay to fill the fiscal black hole.

Adviser-Hub 26th Sep 2024

Analysis & Opinion

Why higher-rated corporate bonds still make sense

abrdn goes back in time to find out what history teaches us about bond performance in the critical 12 months following a central bank’s first rate cut.

Aberdeen Investments 26th Sep 2024

Analysis & Opinion

China equities: staying the course with quality companies

FSSA Investment Managers continue to believe that there are pockets of growth to be found in China – even amid a slower economy.

FSSA Investment Managers 26th Sep 2024

Partner Zone

Picture this: dislocation and distress in high-yield debt

The combination of historically expensive valuations and elevated levels of distress makes the high-yield corporate debt market an unattractive destination today. Investors can find a much better r...

Ninety One 24th Sep 2024

Analysis & Opinion

Powering the AI revolution: a superscale clean-tech opportunity?

Artificial intelligence is accelerating demand for clean and efficient energy – as a result, the growth opportunity across the clean-tech value chain is multiplying, says Ninety One.

Ninety One 24th Sep 2024

Analysis & Opinion

New UK ESG rating rules are coming soon

abrdn outlines the benefits of ESG ratings regulations for investors.

Aberdeen Investments 24th Sep 2024

Partner Zone

Help clients navigate investment concentration risks

Katie Trowsdale at abrdn Investments explores multi-asset opportunities beyond the Magnificent Seven with MyFolio.

Aberdeen Investments 24th Sep 2024

Partner Zone

Why technical leaders have the advantage in the AI era

Scottish Mortgage manager Tom Slater explains how Meta, Shopify, Roblox and Spotify all benefit from having chief executives with a deep understanding of developing technologies.

Baillie Gifford 24th Sep 2024

Partner Zone

Navigate choppy waters with the help of bonds

Find out if an allocation to fixed income could help smooth the way with abrdn's Jamie Irvine.

Aberdeen Investments 19th Sep 2024

Partner Zone

Ninety One's definition of a quality company

The definition of 'quality' can be subjective – Ninety One's Clyde Rossouw explains why we are drawn to businesses that possess five key attributes.

Ninety One 19th Sep 2024

Analysis & Opinion

The Week: rate cuts are here at last: a champagne moment?

The Federal Reserve has finally cut rates after a year of waiting. But markets were non-plussed.

Adviser-Hub 19th Sep 2024

Analysis & Opinion

China: finding the new shoots of growth

International investors are sceptical, but Baillie Gifford believes that, below the surface, China’s government and companies are laying the foundations for the next growth phase.

Baillie Gifford 19th Sep 2024

Market Updates

Interest rate update: Fed cuts rates by half a percentage point

US interest rates fell for the first time in over four years following the FOMC’s September meeting. The FOMC implemented a relatively aggressive cut of 50 basis points, reducing the key fede...

Adviser-Hub 19th Sep 2024

VIDEO

Where does value lie in the UK market? – panel discussion video #3

UK stock markets have seen a notable improvement over the last few months, galvanised by improving economic and political stability. This has brought some valuations closer to their international p...

Adviser-Hub 18th Sep 2024

Partner Zone

Looking through recent market volatility

As we move into the second half of the year, the latest data indicates a slowing pace of economic growth and a broad-based easing of price pressures. Henk-Jan Rikkerink, Global Head of Solutions &a...

Fidelity International 17th Sep 2024

VIDEO

How UK markets are changing – panel discussion video #2

It has been a long road for investors in UK stock markets. Without a glamorous technology sector to excite international investors, and with its fair share of domestic troubles, the UK equity marke...

Adviser-Hub 17th Sep 2024

Partner Zone

Investing in Asia’s next phase of development

Marty Dropkin, Head of Equities, Asia Pacific, outlines how investors can position to capture long-term value and embrace what’s next in the region’s development.

Fidelity International 17th Sep 2024

Partner Zone

US exceptionalism could continue but diversification still key

One of the most consistent themes in financial markets over the past 15 years has been the outperformance of US equities. Why have US equities been so successful and will the trend continue?

Fidelity International 17th Sep 2024

Partner Zone

Slowdown is here, time to de-risk

Recent spikes in market volatility, slowing macro signals and stretched valuations are among the many signs that are pointing to a global slowdown. In this environment, portfolio managers Kris Atki...

Fidelity International 17th Sep 2024

Partner Zone

Fixed income markets: when the stars align

Bonds now offer compelling investment opportunities alongside continued lower inflation and central banks entering the easing cycle, says Capital Group.

Capital Group 17th Sep 2024

Partner Zone

Why Capital Group believes it’s time to exit cash and move back into bonds

Historically, pivots in monetary policy have significantly impacted market returns and, as such, Capital Group believes they warrant a rethink of investors’ defensive allocations.

Capital Group 17th Sep 2024

Partner Zone

US economy poised for a soft landing. What comes next?

A great deal of market commentary over the past several months has focused on the potential for the US economy to achieve a “soft landing.” What exactly is that?

Capital Group 17th Sep 2024

VIDEO

Can political and economic stability drive UK equities? – panel discussion video #1

After a near-decade of political and economic disruption, the UK appears to be entering a period of greater stability. A new government, improving economic data and greater confidence should bring...

Adviser-Hub 16th Sep 2024

VIDEO

abrdn Investments | Are you en route to active equity income?

An active manager like abrdn will do all the pedalling, seeking out stocks with the potential for growth and income. Watch this video with Matt Williams to discover more.

Aberdeen Investments 16th Sep 2024

VIDEO

abrdn | Will it be a podium finish for real estate?

Preparation is the key to identifying tomorrow’s winning real estate markets. Watch Anne Breen’s video to discover more.

Aberdeen Investments 16th Sep 2024

Analysis & Opinion

How to invest with confidence in a US election year

Capital Group addresses some top adviser questions about investing in a US election year.

Capital Group 13th Sep 2024

Analysis & Opinion

EM equities: five factors point to a rebound

Ninety One analyses the critical factors that could support EM returns relative to developed markets after several false dawns.

Ninety One 13th Sep 2024

Analysis & Opinion

The Week: is the inflation genie back in the bottle?

Inflation data is mixed and unpredictable. Could it still be a threat even as central banks cut rates?

Adviser-Hub 12th Sep 2024

VIDEO

abrdn | Navigate choppy waters with the help of bonds

We believe investors who get on board now could lock in today’s high yields. Watch Jamie Irvine’s video to discover more.

Aberdeen Investments 12th Sep 2024

Partner Zone

EM equities: a decade of transformation

Emerging markets have changed dramatically over the last decade, resulting in a more diverse and higher-quality asset class. Ninety One discusses how this evolution has transformed the investment l...

Ninety One 11th Sep 2024

Partner Zone

EM equities: five factors point to a rebound

Ninety One analyses assesses the critical factors that could support EM returns relative to developed markets after several false dawns.

Ninety One 11th Sep 2024

Business Toolkit

Vulnerable customers and the Consumer Duty

The Consumer Duty has imposed additional rules and guidance on how vulnerable customers should be treated.

Fidelity Adviser Solutions 10th Sep 2024

Analysis & Opinion

Decarbonising data centres

Capital Group explores three key areas that could play a role in the decarbonisation of data centres.

Capital Group 10th Sep 2024

Business Toolkit

Will Labour change the State Pension age?

The government has legislated for an age increase from 66 to 67 in 2026-28 and to 68 in 2044-46. However, the timing of the rise to 68 is in doubt and will be looked at by an independent review.

Fidelity Adviser Solutions 9th Sep 2024

Analysis & Opinion

Where does value lie in the UK market?

Adviser-Hub 9th Sep 2024

Analysis & Opinion

How to invest with confidence in a US election year

There are lots of reasons why an investor might want to use their portfolio to generate an income. Perhaps they want to fund their retirement, or to supplement their day-to-day living expenses, or...

Capital Group 9th Sep 2024

Market Updates

Market briefings looking back at August

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

Adviser-Hub 6th Sep 2024

Analysis & Opinion

UK market review: Volatility hits UK markets

Although many global equity markets successfully rebounded from sharp declines early in August, UK share prices posted a somewhat lacklustre performance amid fading hopes of further near-term cuts...

Adviser-Hub 6th Sep 2024

Analysis & Opinion

Investing for income

There are lots of reasons why an investor might want to use their portfolio to generate an income. Perhaps they want to fund their retirement, or to supplement their day-to-day living expenses, or...

Adviser-Hub 6th Sep 2024

Analysis & Opinion

The Week: mounting volatility in investment markets

After the sell-off in late July, markets have been uneventful for much of August, but that appears to be changing as people return to work.

Adviser-Hub 5th Sep 2024

Analysis & Opinion

US value in focus

Rosanna Burcheri and Ashish Bhardwaj, portfolio managers for Fidelity American Special Situations, explain why there is still a rich pool of attractive opportunities for value investors to exploit...

Fidelity International 5th Sep 2024

Analysis & Opinion

Why Capital Group believes it’s time to exit cash and move back into bonds

Historically, pivots in monetary policy have significantly impacted market returns and, as such, Capital Group believes they warrant a rethink of investors’ defensive allocations.

Capital Group 5th Sep 2024

Analysis & Opinion

Will Labour change the State Pension age?

With the election decided, one of the more electorally sensitive issues is likely to emerge in the months ahead: the State Pension age. Fidelity’s Andrew Oxlade examines the possibilities.

Fidelity International 5th Sep 2024

Podcast

Ninety One | US election: how a Trump or Harris victory will shape markets

Ninety One’s Philip Saunders analyses this most tight of political struggles and speculates on market reaction to both possible eventualities.

Ninety One 5th Sep 2024

Podcast

Ninety One | Has inflation bottomed?

Inflation in the UK has ticked up, while in the US it has edged lower – though some may see this as a halt in inflation's decline, Ninety One’s Jason Borbora-Sheen disagrees.

Ninety One 5th Sep 2024

Analysis & Opinion

How UK markets are changing

Adviser-Hub 5th Sep 2024

Market Updates

Global updates: “The time has come for policy to adjust”

August provided a roller-coaster ride for investors. The month started with heavy falls across global equity markets but ended with many major indices in positive territory amid renewed expectation...

Adviser-Hub 5th Sep 2024

Partner Zone

Is CIP-licity the ultimate sophistication?

abrdn explains how using multi-asset funds in your CIP can boost business valuation by streamlining operations, reducing costs, and freeing up client time.

Aberdeen Investments 5th Sep 2024

VIDEO

Ninety One | Our definition of a Quality company

We spend our time looking for quality companies, but the definition of ‘quality’ can be subjective. Ninety One’s Clyde Rossouw explains why we are drawn to busi...

Ninety One 4th Sep 2024

Partner Zone

Three investment ideas from second-quarter earnings

Capital Group explores three investment ideas from the latest round of earnings reports.

Capital Group 4th Sep 2024

Partner Zone

Thinking beyond the landing

Although our base case remains for a soft landing, it is important to keep an open mind, given the extraordinary events of the past few years, says Capital Group.

Capital Group 3rd Sep 2024

Partner Zone

US election: how a Trump or Harris victory will shape markets

Ninety One’s Philip Saunders analyses this most tight of political struggles and speculates on market reaction to both possible eventualities.

Ninety One 3rd Sep 2024

Analysis & Opinion

Can political and economic stability drive UK equities?

After a near-decade of political and economic disruption, the UK appears to be entering a period of greater stability. A new government, improving economic data and greater confidence should bring...

Adviser-Hub 2nd Sep 2024

Business Toolkit

Tax treatment of money purchase death benefit payments

Here is a rough guide from Fidelity Adviser Solutions – including a flowchart – to the tax treatment of money purchase death benefit payments.

Fidelity Adviser Solutions 2nd Sep 2024

Analysis & Opinion

The Week: will CGT changes hurt the UK stock market?

Rumoured changes to CGT already appear to be creating selling pressure. Could it derail the recovery in the UK market?

Adviser-Hub 29th Aug 2024

Analysis & Opinion

Central bank Olympics redux – faster, (lower), stronger

The Games might be over, but the central bank rate-cutting race has just begun – abrdn looks at what to expect for the rest of 2024.

Aberdeen Investments 29th Aug 2024

Analysis & Opinion

Market view: Navigating China’s path to recovery

Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, believes opportunities are now emerging across a range of sectors which offer strong structural growth prospects at compel...

Fidelity International 29th Aug 2024

Analysis & Opinion

Climate adaptation for the next generation

Financial innovation to manage extreme-weather risk.

Ninety One 28th Aug 2024

Analysis & Opinion

Financial markets are trapped in short-termism mindset

If the financial system fails to change the way financial decisions are made, we will continue jeopardising the health of our people and our planet. Change is a necessary must, says First Sentier I...

FSSA Investment Managers 28th Aug 2024

Analysis & Opinion

EM corporate bonds and the SDGs: delivering profit with purpose

Can companies deliver solutions to the world’s big problems while returning a profit? Here’s three firms abrdn thinks can.

Aberdeen Investments 28th Aug 2024

Analysis & Opinion

Climate Change: sustainable returns, real-world impact via active transition investing

How bond investors can potentially achieve decent returns for their portfolios and help the planet: an Asian perspective from abrdn.

Aberdeen Investments 28th Aug 2024

Partner Zone

Has inflation bottomed?

Inflation in the UK has ticked up, while in the US it has edged lower. Though some may see this as a halt in inflation's decline, Ninety One’s Jason Borbora-Sheen disagrees.

Ninety One 28th Aug 2024

Partner Zone

Too high for too long?

The performance of developed economies and the action of central banks recently caused acute financial market tensions and volatility. Ninety One asks: what really happened, why, and was it avoidab...

Ninety One 28th Aug 2024

Partner Zone

Navigating an increasingly concentrated market

Ninety One’s Clyde Rossouw explains why markets do not appear as healthy as the headlines suggest, and highlights several warning signs for investors to note.

Ninety One 28th Aug 2024

Partner Zone

Find value in a changing market

Beware the ‘cyclical’ case for value – hoping the market will re-rate value stocks en masse – and find out why Ninety One’s Value team believes in a ‘structural&...

Ninety One 28th Aug 2024

Partner Zone

The Investor's Guide to China podcast: Asia's bright spots

Portfolio managers at Fidelity returning from an annual gathering in China explore the themes that are galvanising investment ideas in the region.

Fidelity International 27th Aug 2024

Analysis & Opinion

The Week: investors should exercise caution on fixed income exuberance

Fixed income funds have seen record inflows over the summer, with investors worried about recession, but the optimism may have gone too far.

Adviser-Hub 22nd Aug 2024

Partner Zone

Navigating an increasingly concentrated market

In this piece – published before the bout of turbulence seen in markets recently – Ninety One’s Head of Quality Equities, Clyde Rossouw, explains why there are several warning sig...

Ninety One 20th Aug 2024

Partner Zone

Anatomy of a fall

Ninety One’s Sahil Mahtani, Head of Macro Research, discusses how a growth scare, in the context of an almighty positioning unwind, should not detract from what is still likely to be a soft l...

Ninety One 20th Aug 2024

Podcast

Ninety One | Too high for too long?

Ninety One 20th Aug 2024

Podcast

Fidelity International | The Investor's Guide to China podcast: Asia's bright spots

Portfolio managers at Fidelity returning from an annual gathering in China explore how three themes – AI, the energy transition, and shifting supply chains – are galvanising investment...

Fidelity International 20th Aug 2024

Business Toolkit

The Pension Forum: Compensation payments paid into a pension

Fidelity Adviser Solutions’ Paul Squirrell, their pension expert, gives his answer in the Pension Forum.

Fidelity Adviser Solutions 19th Aug 2024

Analysis & Opinion

The Week: Does the US election matter?

It is tempting to dismiss the US election as just ‘noise’, but the result will have repercussions across the world.

Adviser-Hub 15th Aug 2024

Analysis & Opinion

US recession fears rise, but fundamentals remain resilient

Fidelity’s Global Head of Macro & Strategic Asset Allocation Salman Ahmed explains why growth is unlikely to fall off a cliff, and a soft landing is still the most expected outcome for th...

Fidelity International 15th Aug 2024

Analysis & Opinion

Four hallmarks of a quality company

Walter Scott client investment manager Murdo MacLean delves into four attributes he thinks companies should possess in order to weather macro and market headwinds.

BNY Mellon Investment Management 15th Aug 2024

Analysis & Opinion

Thematic equities: the next frontiers in AI

Where are the next investment opportunities in AI? abrdn details three themes that they think will drive the future of AI.

Aberdeen Investments 15th Aug 2024

Partner Zone

Discover the power of income investing

abrdn advocates for strategic income investing in diverse assets to enhance financial resilience and maximise returns, offering both stability and growth opportunities for your clients.

Aberdeen Investments 15th Aug 2024

Analysis & Opinion

A sustainable approach to corporate credit

Insight Investment portfolio manager Damien Hill talks about the relationship between alpha and carbon intensity in relation to investing in corporate credit.

BNY Mellon Investment Management 14th Aug 2024

Analysis & Opinion

Environment: making sense of the E in ESG

Baillie Gifford explores how companies’ relationships with climate, energy and the environment relate to long-term growth.

Baillie Gifford 14th Aug 2024

Partner Zone

Market jitters highlight the need for duration

As we move further away from a decade of ultra-loose monetary policy, bonds are once again proving their attractive diversification benefits. Our UK fixed income portfolio managers reflect on the r...

Fidelity International 14th Aug 2024

Partner Zone

Looking through recent market volatility

Fidelity International 14th Aug 2024

Partner Zone

US recession fears rise, but fundamentals remain resilient

Markets routed at the start of August following soft US jobs data, though we believe the reaction may be misguided. With economic fundamentals remaining resilient, Global Head of Macro & Strate...

Fidelity International 14th Aug 2024

Partner Zone

Sustainable investing

At Fidelity, our purpose is to work together to build better financial futures for our clients. Considering and integrating sustainability risks and opportunities is of increasing importance to ach...

Fidelity International 14th Aug 2024

Partner Zone

There’s more to active risk than concentration

Ninety One’s 4Factor EM & Asia equity team challenge the notion that concentrated portfolios alone are the only way to take sufficient levels of active risk in an appropriately diversifie...

Ninety One 13th Aug 2024

Partner Zone

Actively navigating EM equities

Ninety One’s Varun Laijawalla believes an active approach is imperative to investing in emerging markets, which he illustrates by relating to his team’s experiences of investing in two...

Ninety One 13th Aug 2024

Partner Zone

Rate cuts provide a tailwind

Fidelity’s UK fixed income portfolio managers discuss whether the expectation of further cuts could act as a tailwind for fixed income markets.

Fidelity International 12th Aug 2024

Analysis & Opinion

The Week: Is the US really heading for recession?

This week’s turmoil in markets is premised on the view that the US might be heading for recession – is that plausible?

Adviser-Hub 8th Aug 2024

Podcast

Ninety One | Actively navigating EM equities

Ninety One’s Varun Laijawalla believes an active approach is imperative to investing in emerging markets, which he illustrates by relating to his team’s experiences of investing in two...

Ninety One 8th Aug 2024

Podcast

Fidelity International | Deconstructing active ETFs

What makes an active ETF active? In Fidelity’s podcast, hear from Stefan Kuhn, Head of ETF distribution for Europe, Caroline Shaw, Multi Asset Portfolio Manager, and Andrew Craswell, Head of...

Fidelity International 8th Aug 2024

Podcast

abrdn Investments | State of Origin: EM elections, trade and inflation

In the latest episode of abrdn’s Emerging Markets Equities podcast, Nick Robinson sits down with Bob Gilhooly to discuss all things emerging markets.

Aberdeen Investments 8th Aug 2024

Partner Zone

US election watch: a November to remember

This November is shaping up to be one to remember. Watch veteran political commentators Matt Miller and Reagan Anderson debate how the revised race is developing, and the lessons investors can lear...

Capital Group 8th Aug 2024

Partner Zone

What’s your investment edge?

An excerpt from equity portfolio manager Mark Casey’s unscripted discussion with Capital Group’s CEO Mike Gitlin about his investment approach and lessons learned over a long career in...

Capital Group 8th Aug 2024

Partner Zone

Beyond China: exploring Asia's equity landscape

Capital Group equity portfolio manager Chris Thomsen discusses opportunities he is currently seeing across India, the Philippines, Vietnam and Indonesia.

Capital Group 8th Aug 2024

Analysis & Opinion

Market view: Five views on tumbling markets

Five views from Capital Group investment professionals assessing the latest fast-changing market developments.

Capital Group 8th Aug 2024

Analysis & Opinion

Market view: Is it time for UK corporate bonds to shine?

What persistent inflationary pressures and market volatility might mean for UK corporate bond markets.

BNY Mellon Investment Management 8th Aug 2024

Partner Zone

Investing in a shifting economic landscape

Four of abrdn’s senior investors give their top ideas for the rest of 2024 and beyond, based on the company’s latest global outlook.

Aberdeen Investments 7th Aug 2024

Partner Zone

Extraordinary times and opportunities

Baillie Gifford’s James Budden explains why now may be the time for growth investors, as markets weather extraordinary volatility.

Baillie Gifford 6th Aug 2024

Business Toolkit

Transitional tax-free amount certificates – should a client apply?

Where clients have accessed pension savings prior to 6 April 2024 and have therefore used part or all of their lifetime allowance, the lump sum allowance (LSA) and lump sum and death benefit allowa...

Fidelity Adviser Solutions 6th Aug 2024

Market Updates

Global updates: A shift in sentiment?

The forthcoming US Presidential Election remain at the forefront of newsflow for much of July. While Donald Trump was officially nominated as the candidate for the Republican Party, incumbent Presi...

Adviser-Hub 6th Aug 2024

Market Updates

UK market review: “Difficult decisions”

The Labour Party won a landslide victory in July’s General Election. New Chancellor of the Exchequer Rachel Reeves announced that the Budget will take place on 30 October and warned of &ldquo...

Adviser-Hub 6th Aug 2024

Market Updates

Market briefings looking back at July

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

Adviser-Hub 6th Aug 2024

Partner Zone

The future of global equities

Portfolio managers Rob Lovelace and Noriko Chen discuss the dynamics shaping world markets and where they see the greatest opportunities.

Capital Group 6th Aug 2024

Analysis & Opinion

Pension Forum: the lifetime allowance replacement regime takes centre stage

Pension legislation can never be described as straightforward. Judging by Fidelity Adviser Solutions’ Pension Forum, the intricacies of the new lifetime allowance (LTA) replacement regime are...

Fidelity Adviser Solutions 4th Aug 2024

Analysis & Opinion

The Week: Interest rate fever

All eyes are on central banks. Will the US follow the UK and Europe in September?

Adviser-Hub 1st Aug 2024

Analysis & Opinion

Market view: The future of global equities

Portfolio managers Rob Lovelace and Noriko Chen discuss the dynamics shaping world markets and where they see the greatest opportunities.

Capital Group 1st Aug 2024

Analysis & Opinion

Weighing up the effect of weight-loss drugs

Walter Scott investment managers Lindsay Scott and Max Skorniakov, and investment analyst Dr Oriana Beaumont investigate the potential consequences of anti-obesity drugs.

BNY Mellon Investment Management 1st Aug 2024

Analysis & Opinion

Interest rate update: “Finely balanced”

The Bank of England cut its key interest rate by 25 basis points to 5% at its August rate-setting meeting.

Adviser-Hub 1st Aug 2024

Partner Zone

Baillie Gifford Positive Change Fund: Impact Report

In this seventh annual impact report, we show how the companies we invest in are addressing some of the world’s biggest challenges across our four impact themes.

Baillie Gifford 31st Jul 2024

Partner Zone

Baillie Gifford Positive Change Fund: Impact Report

In this seventh annual impact report, we show how the companies we invest in are addressing some of the world’s biggest challenges across our four impact themes.

Baillie Gifford 31st Jul 2024

Analysis & Opinion

Positive Change: investor letter Q2 2024

Baillie Gifford’s investment specialist Rosie Rankin gives an update on the Positive Change Strategy covering Q2 2024.

Baillie Gifford 30th Jul 2024

Analysis & Opinion

Using satellite technology to tackle deforestation

In 2023, to complement its thematic engagement on deforestation, Fidelity continued its participation in the satellite-based deforestation engagement programme led by Cardano (formerly ACTIAM) and...

Fidelity International 30th Jul 2024

Analysis & Opinion

Future Minerals: why utility and scarcity make a winning union

Demand for ‘future minerals’ vital to the green transition is set to take off. Here’s the why, and how, you should consider playing the start of this new ‘super cycle’...

Aberdeen Investments 30th Jul 2024

Analysis & Opinion

Navigating the path to decarbonisation: the role of investors in sustainable growth

How can shareholders help companies on their net-zero journey? abrdn discusses its views.

Aberdeen Investments 30th Jul 2024

Partner Zone

Understanding an increasingly concentrated market

The narrow leadership in global equities is unprecedented. It is also dangerous. Ninety One’s Clyde Rossouw explains why markets do not appear as healthy as the headlines suggest.

Ninety One 30th Jul 2024

Partner Zone

The year of the ballot

More than 50 countries go to the polls in 2024 – with FX volatility likely, Ninety One has produced this piece to help investors navigate this year.

Ninety One 30th Jul 2024

Partner Zone

Quarter two in review

It was a mixed second quarter for capital markets, with various election results driving up volatility.

Ninety One 30th Jul 2024

Partner Zone

Whatever happened to the US recession?

In the not-too-distant past, the US was widely predicted to be heading for recession, but both its economic prospects and stock market have since surged ahead and confounded expectations. Maroun Yo...

Fidelity International 26th Jul 2024

Partner Zone

Will political change spark a resurgence in UK equities?

After years of underperformance, UK equities could be on the cusp of a much-needed revival in fortunes as the fundamental environment becomes more stable. Alex Wright, portfolio manager of Fidelity...

Fidelity International 26th Jul 2024

Partner Zone

Will French luxury win gold at the Olympics?

With visitors heading to Paris for this summer’s Olympics, which French companies stand to benefit? Marcel Stötzel, portfolio manager of the Fidelity European Fund and Fidelity European...

Fidelity International 26th Jul 2024

Partner Zone

Political stability will help reduce UK macro underperformance

Global Head of Macro & Strategic Asset Allocation Salman Ahmed outlines how Labour’s landslide general election victory has the potential to drive a notable shift in the UK macro landscap...

Fidelity International 26th Jul 2024

Partner Zone

Webcast: China Macro & Policy Insights: Controlled stabilisation

As the macro picture in China shows signs of incremental improvements, our locally-based team share their perspectives on how this is impacting the investment environment. They discuss how policy s...

Fidelity International 26th Jul 2024

Partner Zone

Back to the future for bonds

With Labour winning a commanding majority, it appears that we are back to the 1990s and early 2000s in terms of political regime change, and perhaps even for bond markets. Here, our UK fixed income...

Fidelity International 26th Jul 2024

Analysis & Opinion

The Week: UK turnaround?

It’s not the first time a turnaround has been flagged for the UK market, but this time, it could be different.

Adviser-Hub 25th Jul 2024

Analysis & Opinion

A trio of transformational themes

Newton mixed assets portfolio manager Simon Nichols considers three global investment themes he thinks could have a positive influence on multi-asset portfolios.

BNY Mellon Investment Management 25th Jul 2024

Analysis & Opinion

Market view: Are M&As and buybacks about to drive markets?

Read abrdn’s latest thoughts on the potential impact of corporate activity on the direction of major stock markets around the world – is it a case of ‘good news’ or ‘b...

Aberdeen Investments 25th Jul 2024

Analysis & Opinion

Market view: Beyond China: exploring Asia's equity landscape

Capital Group equity portfolio manager Chris Thomsen discusses opportunities he is currently seeing across India, the Philippines, Vietnam and Indonesia.

Capital Group 25th Jul 2024

VIDEO

Baillie Gifford | Scottish Mortgage manager insights: Lawrence Burns

Deputy manager Lawrence Burns discusses how various companies within the Scottish Mortgage portfolio are harnessing the power and potential of artificial intelligence. Capital at risk.

Baillie Gifford 25th Jul 2024

Partner Zone

Scottish Mortgage manager insights: Lawrence Burns

Deputy manager Lawrence Burns discusses how various companies within the Scottish Mortgage portfolio are harnessing the power and potential of artificial intelligence. Capital at risk.

Baillie Gifford 25th Jul 2024

Podcast

Ninety One | China A-shares are back

Ninety One’s Wenchang Ma and Joanna Yang, Portfolio Managers, sit down to discuss China A shares following a strong start to 2024.

Ninety One 24th Jul 2024

Podcast

abrdn | Commodities insights: from light rock to heavy metal

In the latest episode of abrdn’s Emerging Market Equities podcast, Ben Shrewsbury and Tiago Rodrigues join Nick Robinson to discuss commodities.

Aberdeen Investments 24th Jul 2024

Partner Zone

AI fever: has it gotten too hot?

Investor enthusiasm for artificial intelligence has gripped the financial markets and shows no signs of loosening its hold.

Capital Group 24th Jul 2024

Partner Zone

Following key elections, where is Europe headed?

Capital Group political economist Talha Khan shares his views on the political shifts taking place across Europe and also discusses the upcoming US Presidential election and its potential impact on...

Capital Group 24th Jul 2024

Partner Zone

Emerging markets equities: what does the future hold?

Join portfolio managers Brad Freer and Arthur Caye as they discuss evolving dynamics in emerging market equities, and how investors should think about allocation to the asset class.

Capital Group 24th Jul 2024

Partner Zone

Can China continue its EV dominance?

Capital Group investment analyst Jason Zhang discusses the key characteristics that make China so dominant in the EV space and whether the country can maintain its leading position in the face of g...

Capital Group 24th Jul 2024

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VIDEO

Baillie Gifford | Positive Change: Embracing Opportunity

Investment specialist Rosie Rankin explains how the Baillie Gifford Positive Change Fund is driving sustainable and inclusive growth through strategic investments. Capital at ris...

Baillie Gifford 24th Jul 2024

Partner Zone

Positive Change: Embracing Opportunity

Investment specialist Rosie Rankin explains how the Baillie Gifford Positive Change Fund is driving sustainable and inclusive growth through strategic investments. Capital at ris...

Baillie Gifford 24th Jul 2024

Business Toolkit

Labour's possible pension changes - what chance they happen?

How might Labour change pensions and retirement savings? Fidelity Ed Monk explores some of the most talked-about potential changes.

Fidelity Adviser Solutions 22nd Jul 2024

VIDEO

Ninety One | Finding value in a changing market

Be wary of the ‘cyclical’ case for value: hoping the market will suddenly re-rate value stocks en masse. Instead, Ninety One says seize the ‘structural’ value opportunity: b...

Ninety One 18th Jul 2024

Partner Zone

Lessons from a time traveller

From the Industrial Revolution to today, past mistakes can guide us towards a sustainable future, says Prof Johan Schot. Dive into the concept of Deep Transitions and how this thinking can change s...

Baillie Gifford 18th Jul 2024

Partner Zone

Fixed Income Perspectives: macro and market insights

Capital Group’s perspective on how shifting expectations for rate cuts may impact bond yields, plus where to find relative value among bond sectors.

Capital Group 18th Jul 2024

Partner Zone

Finding value in a changing market

Be wary of the ‘cyclical’ case for value: hoping the market will suddenly re-rate value stocks en masse. Instead, Ninety One says seize the ‘structural’ value opportunity: b...

Ninety One 18th Jul 2024

Analysis & Opinion

The Week: UK dividends: buoyant growth

The UK market is a fertile hunting growth for dividend investors, but it could be worth looking beyond the FTSE 100.

Adviser-Hub 17th Jul 2024

VIDEO

Baillie Gifford | Upfront: Episode 7

Growth vs value - have the lines become blurred? Catch up on the conversation including a Q&A with Monks manager Spencer Adair and find out how quantum computing could be a superpower to rival...

Baillie Gifford 17th Jul 2024

Partner Zone

Upfront: Episode 7

Growth vs value - have the lines become blurred? Catch up on the conversation including a Q&A with Monks manager Spencer Adair and find out how quantum computing could be a superpower to rival...

Baillie Gifford 17th Jul 2024

VIDEO

Baillie Gifford | Scottish Mortgage Manager Insights: Tom Slater

Manager Tom Slater explains why resiliency and capital efficiency will be rewarded, and what factors make him optimistic for future growth, with private companies on track to deliver. Capital at ri...

Baillie Gifford 16th Jul 2024

Partner Zone

Scottish Mortgage Manager Insights: Tom Slater

Baillie Gifford 16th Jul 2024

Analysis & Opinion

The Week: It’s the debt, stupid

Fund managers will often say that politics has little influence on financial markets, but with soaring debt levels, politics may matter more than usual.

Adviser-Hub 11th Jul 2024

Partner Zone

Baillie Gifford Managed Fund: poised for growth

Interest rates and inflation rise and fall. Can a balanced investment approach perform regardless or did 2022 sound the death knell for this style?

Baillie Gifford 10th Jul 2024

Partner Zone

Scottish Mortgage on Starlink: closing the digital divide

Transforming global communications is just the start for Starlink’s satellite internet service, Claire Shaw, investment specialist for Scottish Mortgage Investment Trust, tells Jane Wakefield...

Baillie Gifford 9th Jul 2024

Partner Zone

Scottish Mortgage on Starlink: closing the digital divide

Transforming global communications is just the start for Starlink’s satellite internet service, Claire Shaw, investment specialist for Scottish Mortgage Investment Trust, tells Jane Wakefield...

Baillie Gifford 9th Jul 2024

Partner Zone

Q3 Investment Outlook: easy does it

Henk-Jan Rikkerink, Fidelity’s Global Head of Solutions and Multi Asset, explores three key themes set to shape the global landscape as we move through Q3, and the investment implications.

Fidelity International 4th Jul 2024

Market Updates

Global updates: Fed holds steady for another month

In a landmark year – notable for the sheer number of elections around the world – share prices in Europe were knocked during June by French President Emmanuel Macron’s surprise an...

Adviser-Hub 3rd Jul 2024

Market Updates

UK market review: Inflation finally hits the target

Politics continued to garner headlines during June during the run-up to the General Election. Ahead of the election, however, the Institute for Fiscal Studies criticised the principal political par...

Adviser-Hub 3rd Jul 2024

Market Updates

Market briefings looking back at June

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

Adviser-Hub 3rd Jul 2024

Analysis & Opinion

Market view: Does a new golden age beckon for fixed income?

With low yields apparently coming to an end, BNY Investment asks: just how attractive are fixed income markets?

BNY Mellon Investment Management 3rd Jul 2024

Analysis & Opinion

Unlocking the potential: listed property vs direct property

First Sentier Investors examine the case for having listed property as part of real asset portfolios, and highlight the investment opportunity in listed property as a complement to real asset portf...

FSSA Investment Managers 3rd Jul 2024

Analysis & Opinion

The Week: Ooh la la: trouble across the Channel

Macron’s ill-advised decision to call a snap election has plunged French politics – and its financial markets – into turmoil.

Adviser-Hub 3rd Jul 2024

VIDEO

abrdn | MyFolio TeamTalks

Justin Jones and Daniel Reynolds from abrdn’s Managed & Model Solution team discuss how MyFolio funds are making strategic changes for SDR, updating their SAA, and providing the latest up...

Aberdeen Investments 2nd Jul 2024

Partner Zone

Picture this: a broader horizon brings better value

A preference for quality has seen many high-yield investors flock to a part of the credit market that offers poor value. Those with flexibility to explore further afield can find higher-quality ass...

Ninety One 2nd Jul 2024

Partner Zone

Five reasons natural resources equities could fuel your portfolio

Ninety One sees five compelling reasons for investors to revisit natural resources equities.

Ninety One 2nd Jul 2024

Analysis & Opinion

China’s clean technologies: the risks and opportunities of oversupply

Clean technology is good for the climate – but what happens when supply outpaces demand?

Aberdeen Investments 2nd Jul 2024

Analysis & Opinion

Impact as a lens for equity return generation

abrdn looks at environmental opportunities within infrastructure and construction.

Aberdeen Investments 2nd Jul 2024

Partner Zone

Baillie Gifford on Japan: the next opportunity

From digitalisation and automation, to capitalising on the affluent markets of Asia and addressing the challenges of an ageing population. Find out the why Japan could be an attractive market for f...

Baillie Gifford 1st Jul 2024

Partner Zone

Baillie Gifford on Japan: the next opportunity

Baillie Gifford 1st Jul 2024

VIDEO

abrdn | China: Game over? Think again

Are China’s best years behind it? We don’t think so. Slower growth doesn’t mean no growth. We unpack some of the reasons why China will remain a contender for years to come.

Aberdeen Investments 28th Jun 2024

Analysis & Opinion

The Week: The investment trust mega-merger

Alliance Trust and Witan are to merge, creating one of the largest UK-listed investment trusts. It could be a good deal for all sides.

Adviser-Hub 27th Jun 2024

Analysis & Opinion

Market view: volatile’: 'Phenomenally volatile': will markets remain choppy?

Walter Scott client investment manager George Dent considers why, in this uncertain macroeconomic environment, he thinks it is important to focus on companies with strong fundamentals.

BNY Mellon Investment Management 27th Jun 2024

Analysis & Opinion

Diversified assets: a new regime needs a fresh approach

The 60/40 portfolio is back – but where do we go from here? abrdn share their views and what it might mean for portfolios.

Aberdeen Investments 27th Jun 2024

Analysis & Opinion

Protecting yourself from financial scams

Financial scamming operations have become increasingly sophisticated and technological innovations have made it even harder to tell a scam from the real thing.

Adviser-Hub 27th Jun 2024

Analysis & Opinion

The Financial Services Compensation Scheme (FSCS)

The Financial Services Compensation Scheme (FSCS) covers all companies regulated by the Financial Conduct Authority (FCA) and the Prudential Regulatory Authority (PRA), including banks, building so...

Adviser-Hub 26th Jun 2024

Partner Zone

Baillie Gifford Managed Fund update webinar

Investment manager Iain McCombie joins client relationship manager David Rolland to discuss his current views and portfolio positioning for the Baillie Gifford Managed Fund. Capital at risk. <...

Baillie Gifford 25th Jun 2024

Partner Zone

Deepening global real estate diversification with dynamic logistics

abrdn explains why the logistics sector currently offers compelling value.

Aberdeen Investments 25th Jun 2024

Podcast

Midyear Outlook 2024: the new reality of investing

As investors, we must face up to a new reality of investing and consider fresh scenarios. What does this mean for the market outlook?

Capital Group 25th Jun 2024

Partner Zone

Why credit markets can keep running strong

Capital Group portfolio manager Damien McCann explains why he expects resilience to continue, and discusses the opportunities he sees in multi-sector credit portfolios.

Capital Group 25th Jun 2024

Partner Zone

EMD Insights with Kirstie Spence

Capital Group CEO Mike Gitlin interviews EMD veteran Kirstie Spence, who explains how this asset class has evolved, and why she travels the world searching for investment opportunities.

Capital Group 25th Jun 2024

Partner Zone

Three themes for a broadening market

After a strong rally in the first half of the year, stocks appear to be headed into the second half with a powerful tailwind and an even brighter outlook.

Capital Group 25th Jun 2024

Partner Zone

Scottish Mortgage: manager review

In shifting times, it’s more important than ever to stick to a long-term approach. Scottish Mortgage manager, Tom Slater discusses the Trust’s focus on resilient companies and innovativ...

Baillie Gifford 24th Jun 2024

Partner Zone

Scottish Mortgage: manager review

In shifting times, it’s more important than ever to stick to a long-term approach. Scottish Mortgage manager, Tom Slater discusses the Trust’s focus on resilient companies and innovativ...

Baillie Gifford 24th Jun 2024

VIDEO

Baillie Gifford | Baillie Gifford Managed Fund update webinar

Investment manager Iain McCombie joins client relationship manager David Rolland to discuss his current views and portfolio positioning for the Baillie Gifford Managed Fund. Capital at risk. <...

Baillie Gifford 24th Jun 2024

Analysis & Opinion

The Week: The manifestos are out

The major political parties made their pledges to the nation this week, but did they contain anything radical?

Adviser-Hub 20th Jun 2024

Analysis & Opinion

US fiscal consolidation? Not in 2025

Ninety One’s Dan Morgan discusses how US fiscal policy will continue to play an increasingly influential role and, as investors navigate a new policymaking world, he considers what they shoul...

Ninety One 20th Jun 2024

Analysis & Opinion

Understanding equity and bond correlations

Fidelity Multi Asset Portfolio Manager Chris Forgan discusses why some shared macroeconomic drivers don’t always influence equities and bonds in the same way, and how the relationship between...

Fidelity International 20th Jun 2024

Analysis & Opinion

Fireside Chat: the benefits of active management in retirement

For those planning their retirement, BNY Investments’ Richard Parkin outlines the potential benefits of deploying active management into investment strategies.

BNY Mellon Investment Management 20th Jun 2024

Analysis & Opinion

EU deforestation rules show biodiversity intent

Major new EU regulations on deforestation are being introduced later in 2024 that will force companies to trace their input materials. Fidelity explains why they believe these rules are a firm step...

Fidelity International 20th Jun 2024

Analysis & Opinion

Celebrating three years of abrdn’s Climate Transition Bond Strategy

Read this interview with managers Samuel Grantham and Thomas Leys.

Aberdeen Investments 20th Jun 2024

Analysis & Opinion

Investing in the climate transition: bonds versus equities

abrdn explains why the influence bond investors wield shouldn’t be underestimated.

Aberdeen Investments 20th Jun 2024

Analysis & Opinion

Transition trilemma: a reckoning for decarbonisation?

How can infrastructure help with the energy transition? abrdn explains.

Aberdeen Investments 20th Jun 2024

Partner Zone

US fiscal consolidation? Not in 2025

Multi-Asset team analyst Dan Morgan discusses how US fiscal policy will continue to play an increasingly influential role. As investors navigate a new policymaking world, he considers what they sho...

Ninety One 19th Jun 2024

Partner Zone

The importance of earnings growth

Ninety One believes the market will begin focusing less on the ‘story’ component of investment cases, shifting attention back to companies’ earnings streams.

Ninety One 19th Jun 2024

Partner Zone

The year of the ballot

This year, eight of the world’s ten most populous nations go to the polls in the same year for the first time ever. Ninety One has produced this piece to help investors navigate this year: th...

Ninety One 19th Jun 2024

Partner Zone

Notes from the road: Central and Eastern Europe is ripe for relative-value investing

Ninety One’s Roger Mark shares insights gained from his recent trip to Central and Eastern Europe, where broad macroeconomic trends appear positive.

Ninety One 19th Jun 2024

Business Toolkit

The ‘£287,560’ cost of matching the State Pension

The State Pension has become an early battleground in the upcoming General Election, with the major parties diverging on their plans for the old age payment.

Fidelity Adviser Solutions 17th Jun 2024

Partner Zone

Scottish Mortgage: Quarterly Data Pack

Whilst we are long-term investors, our shareholders have expressed interest in more frequent portfolio updates. Our Quarterly Data Pack includes a comprehensive update on portfolio, performance and...

Baillie Gifford 17th Jun 2024

Partner Zone

Quick take: India’s general elections

India’s incumbent Prime Minister Narendra Modi secured a third term, but the race was tighter than expected, creating some uncertainty about the country...

Capital Group 14th Jun 2024

Partner Zone

Economic outlook: US powers global growth

The United States, flexing its muscles as the world’s largest economy, is once again serving the critical role of global growth engine.

Capital Group 14th Jun 2024

VIDEO

abrdn | MyFolio Index Five questions in five minutes

Watch Justin Jones and Daniel Reynolds from abrdn’s Managed & Model Solution team answer five quick questions in five minutes, covering investment process, philosophy, and background.

Aberdeen Investments 13th Jun 2024

Analysis & Opinion

The importance of earnings growth

Ninety One believes the market will begin focusing less on the ‘story’ component of investment cases, shifting attention back to companies’ earnings streams.

Ninety One 13th Jun 2024

Analysis & Opinion

European residential real estate - time to live a little

What lies ahead for the European living sector? abrdn discusses the opportunities.

Aberdeen Investments 13th Jun 2024

Analysis & Opinion

The Week: Europe: political uncertainty outweighs rate cuts

European markets had been set to accelerate, but political tensions may halt their progress.

Adviser-Hub 13th Jun 2024

Business Toolkit

An overview of the LTA replacement legislation

Fidelity Adviser Solutions’ Paul Squirrell runs through the three new allowances, how they work and the payments that are tested against them.

Fidelity Adviser Solutions 10th Jun 2024

Analysis & Opinion

The Week: Can the election change the trajectory of UK growth?

As Labour and the Conservatives battle their way to the polls, can either party boost economic growth in the UK?

Adviser-Hub 6th Jun 2024

Market Updates

Global updates: It depends on the data

Despite the prospect of ‘higher-for-longer’ interest rates, US equity markets rebounded in May, boosted by a strong performance from the technology sector.

Adviser-Hub 6th Jun 2024

Market Updates

UK market review: UK heads for the ballot box

The UK was placed on an election footing during May as Prime Minister Rishi Sunak announced a snap General Election. UK voters will head to the polls on 4 July. Although the announcement was unexpe...

Adviser-Hub 6th Jun 2024

Market Updates

Market briefings looking back at May

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

Adviser-Hub 6th Jun 2024

Partner Zone

Scottish Mortgage’s Lawrence Burns on artificial intelligence

Could AI be as groundbreaking as the printing press was? Scottish Mortgage deputy manager Lawrence Burns explores AI's transformative power and investment potential. Capital...

Baillie Gifford 6th Jun 2024

Analysis & Opinion

An explainer on nature and biodiversity

First Sentier’s article focuses on three of the Principal Adversity Impact indicators (PAIs) relating to Biodiversity Areas, Emissions to Water, and Hazardous and Radioactive Waste.

FSSA Investment Managers 5th Jun 2024

Analysis & Opinion

Baillie Gifford Responsible Investing Breakfast

An insight into the critical role of responsible investing...

Baillie Gifford 5th Jun 2024

Analysis & Opinion

ESG Analyst Survey: between targets and transition

More and more companies are falling behind in their effort...

Fidelity International 5th Jun 2024

Analysis & Opinion

Sustainable development goals in action: West East Soda

abrdn recently visited several firms in Türkiye, including this standout in the industrial space. Here’s what they learned.

Aberdeen Investments 5th Jun 2024

Analysis & Opinion

Climate Transition Bonds: seven sustainable investing takeaways

abrdn share their thoughts after four years of climate investing.

Aberdeen Investments 5th Jun 2024

Partner Zone

Notes from the road: a new phase for China’s property market

Read Ninety One’s latest views following a recent research trip across China.

Ninety One 5th Jun 2024

Partner Zone

Beyond correlations: real considerations for alternatives

Correlation is often seen as the holy grail of investors – however, as Ellie Clapton and Jason Borbora-Sheen discuss in this video, a singular focus on correlation can be misguided.

Ninety One 5th Jun 2024

Partner Zone

A role for EM sovereign debt after a decade of US high yield dominance

The US high yield market’s relatively allure has increased, but the caveat ‘past performance is not a reliable indicator of future returns’ is particularly valid in this case.

Ninety One 5th Jun 2024

Partner Zone

Time to buy gilts?

Ninety One strategist Russell Silberston believes it’s about time the so-called ‘Moron Premium’ was consigned to the history books.

Ninety One 5th Jun 2024

VIDEO

Ninety One | American Franchise: looking beyond the top line

Watch Joseph Knight and William Nott from the Ninety One Quality team discuss why it is the quality of revenue that matters, not the quantity.

Ninety One 4th Jun 2024

Partner Zone

Scottish Mortgage’s Lawrence Burns on artificial intelligence

Could AI be as groundbreaking as the printing press was? Scottish Mortgage deputy manager Lawrence Burns explores AI's transformative power and investment potential. Capital...

Baillie Gifford 4th Jun 2024

Podcast

abrdn | America's dollar, the world's problem?

In the latest episode of our Macro Bytes podcast we focus on the impact of a strong US dollar for the US and other economies and whether this might change in future.

Aberdeen Investments 31st May 2024

Podcast

abrdn | Is globalisation going into reverse, or just changing?

Paul Diggle, abrdn's Chief Economist, speaks to James McCann about the nature of “globalisation 3.0”, and what it means for the economic outlook and financial markets.

Aberdeen Investments 31st May 2024

Analysis & Opinion

The Week: Goldilocks no more?

The UK economy briefly looked like it might achieve a ‘not too hot and not too cold’ outcome, but markets are starting to doubt it.

Adviser-Hub 30th May 2024

Partner Zone

EU rate cuts are coming, with significant opportunities for fixed income

With inflation falling, the ECB is poised to cut rates. Here’s what it could mean for investors.

Aberdeen Investments 30th May 2024

Partner Zone

APAC investors should look west for real estate

APAC investors: look west not east for real estate opportunities.

Aberdeen Investments 30th May 2024

Partner Zone

Emerging market debt April 2024 review and outlook

Our summary of developments in emerging market debt in April 2024 and outlook.

Aberdeen Investments 30th May 2024

Partner Zone

Private markets house view H1 2024 summary

Against a backdrop of enduring inflation and interest rate increases in 2023, what’s next for private markets?

Aberdeen Investments 30th May 2024

Partner Zone

Why it pays dividends to invest in emerging markets

Since 2000, EM dividends have grown twice as fast as those in the rest of the world. We look at some of the companies leading the charge.

Aberdeen Investments 30th May 2024

Partner Zone

South Africa: an era-defining election

We try to make sense of the South African election, including what a potential coalition government might mean for investors.

Aberdeen Investments 30th May 2024

Partner Zone

Central banks: should I stay or should I go?

In the Clash of the major central banks, who will cut interest rates first and when? We share our views.

Aberdeen Investments 30th May 2024

Analysis & Opinion

Positioning for income in a rapidly evolving economic landscape

Fidelity’s Talib Sheikh provides an update on recent positioning moves within Fidelity’s multi asset income range, highlighting the increased exposure to developed market equities.

Fidelity International 30th May 2024

Analysis & Opinion

Positioning for geopolitical risk

Newton global income portfolio manager Jon Bell explains what elevated geopolitical uncertainty means for portfolio positioning.

BNY Mellon Investment Management 30th May 2024

VIDEO

abrdn | The monthly macro outlook Video - May 2024

In our monthly macro video for May, Felix Feather, an economist in the Global Macro Research team, discusses why we think inflation will weaken this year despite a shifting consensus.

Aberdeen Investments 30th May 2024

Podcast

Ninety One | Time to buy gilts?

Ninety One strategist Russell Silberston believes it’s about time the so-called ‘Moron Premium’ was consigned to the history books.

Ninety One 30th May 2024

Podcast

abrdn | Fixed Income Explained Podcast - The credit special

Are you in search of corporate bond opportunities? Explore the credit landscape with abrdn.

Aberdeen Investments 30th May 2024

Partner Zone

Three investment ideas from earnings season

As long-term investors, Capital Group looks far beyond quarterly earnings, but also pays close attention because they can reflect underlying trends.

Capital Group 29th May 2024

Partner Zone

Meta shifts the narrative on dividends in the world of Big Tech

Meta’s dividend initiation this year appears to have changed the payout paradigm for Big Tech companies.

Capital Group 29th May 2024

Analysis & Opinion

Investment grade credit – focus on the idiosyncratic

Tightening credit spreads over recent months mean many of the opportunities within investment grade are increasingly company specific.

Capital Group 29th May 2024

VIDEO

Baillie Gifford | Why growth? Why now?

Partners Tim Garratt and Stuart Dunbar, discuss why at Baillie Gifford we are looking past the short-term noise to take advantage of some of the exceptional opportunities that the market is throwin...

Baillie Gifford 28th May 2024

Partner Zone

Why growth? Why now?

Baillie Gifford 28th May 2024

Analysis & Opinion

The Week: Chasing the technology trade

Investors are still ploughing capital into US funds. It has an ‘end of the party’ feel.

Adviser-Hub 23rd May 2024

Analysis & Opinion

European champions

Walter Scott investment manager Alan Edington looks ahead to a summer of sport and entertainment that’s set to showcase not just a host of global superstars, but also some of Europe’s l...

BNY Mellon Investment Management 23rd May 2024

Analysis & Opinion

Quality-Income: harnessing tomorrow’s equity drivers

Fidelity examines why Quality-Income strategies seem an attractive prospect given recent shifts in capital market assumptions, and how investors can get exposure to this strategy.

Fidelity International 23rd May 2024

Analysis & Opinion

Investing in innovation

Baillie Gifford invests in innovation via the companies shaping the future – and by asking ‘what if?’, they can find exceptional businesses to invest in on their clients’ be...

Baillie Gifford 23rd May 2024

Analysis & Opinion

Tackling health, climate and inequality

What do mouthwash, clean stoves and parametric insurance all have in common? Find out as Ninety One’s Stephanie Niven chats with Paul Ronalds, CEO of Global Ventures at Save the Children.

Ninety One 22nd May 2024

Analysis & Opinion

ASML: shaping the future

ASML’s machines print the chips that power our everyday lives – Ninety One’s William Nott explains why the business meets the threshold to be considered a quality stock.

Ninety One 22nd May 2024

Partner Zone

American Franchise: looking beyond the top line

It’s the quality of revenue that matters, not the quantity – Ninety One’s Paul Vincent and William Nott explain why focusing on resilient revenue models translates into more predi...

Ninety One 22nd May 2024

Partner Zone

The year of the ballot

This year, eight of the world’s ten most populous nations go to the polls in the same year for the first time ever. With that in mind, Ninety One has produced this piece to help investors nav...

Ninety One 22nd May 2024

Business Toolkit

NEW innovative smoothed solution available on Fidelity Adviser Solutions

Fidelity is committed to helping provide flexible retirement planning options for you and your clients, underpinning a more certain journey to and through retirement.

Fidelity Adviser Solutions 21st May 2024

Analysis & Opinion

5 key topics for investors to have on their ESG radar

Capital Group examines five of the most important developments on the horizon: supply chains, AI, energy transition, sovereigns (government issuers of bonds) and biodiversity.

Capital Group 21st May 2024

Analysis & Opinion

Investing in the key players in Asia’s energy transition: Emission Impossible?

In this latest episode of abrdn’s Emerging Market Equities podcast, David Smith joins Nick Robinson to discuss Asia’s energy transition.

Aberdeen Investments 21st May 2024

Analysis & Opinion

The Week: Markets celebrate better news on inflation

As inflation prints drop, is it go-go-go on rate cuts? Markets seem to think so.

Adviser-Hub 16th May 2024

Analysis & Opinion

Fixed income investors weigh inflationary impacts

BNY Mellon asks: can a strategic approach drive fixed income advantage?

BNY Mellon Investment Management 16th May 2024

Analysis & Opinion

Pensions – still the first port of call for retirement savings

Fidelity’s Paul Squirrell, Head of Retirement and Savings Development, illustrates why pensions are still the starting point for clients saving for their retirement.

Fidelity Adviser Solutions 16th May 2024

Podcast

Ninety One | IMF Spring Meetings: aligning perceptions with reality

The spring meetings of the World Bank and the IMF saw a shift in sentiment towards emerging markets, according to Ninety One’s fixed income portfolio managers Thys Louw, Christine Reed and Ni...

Ninety One 16th May 2024

Podcast

abrdn | Investing in the key players in Asia’s energy transition: Emission Impossible?

In the latest episode of abrdn’s Emerging Market Equities podcast, David Smith joins Nick Robinson to discuss Asia’s energy transition.

Aberdeen Investments 16th May 2024

VIDEO

Ninety One | ASML: shaping the future

ASML’s machines print the chips that power our everyday lives. It has quietly become Europe’s third most valuable company, and it keeps growing. Portfolio Manager William Nott talks us...

Ninety One 16th May 2024

Partner Zone

Upfront: episode six

Catch up on the conversation and find out how MercadoLibre is democratising finance in Latin America, an...

Baillie Gifford 14th May 2024

Partner Zone

The health care breakthrough that’s not an obesity drug

“Whether it’s biotechnology or medical devices, there has always been an important moment that has changed how investors view a new technology or therapy,” says Capital Group&rsqu...

Capital Group 14th May 2024

VIDEO

Baillie Gifford | Upfront: Episode Six

Catch up on the conversation and find out how MercadoLibre is democratising finance in Latin America, an...

Baillie Gifford 13th May 2024

Market Updates

Global updates: “A sometimes bumpy path”

Investor sentiment around the world was dampened during April as higher-than-expected inflation and employment data from the US stifled hopes of an imminent reduction in interest rates.

Adviser-Hub 13th May 2024

Market Updates

UK market review: FTSE 100 hits record high

Although many developed markets fell over the month following disappointing US inflation data, the FTSE 100 Index reached a new all-time high, driven up by sterling’s weakness against the US...

Adviser-Hub 13th May 2024

Market Updates

Market briefings looking back at April

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

Adviser-Hub 13th May 2024

Analysis & Opinion

Capital Group’s ESG framework builds on 90 years of research legacy

Capital Group’s commitment to ESG is demonstrated by its integration into their investment approach: The Capital SystemTM.

Capital Group 10th May 2024

Analysis & Opinion

ESG: actions speak louder than disclosure

Unless disclosure is accompanied by real teeth to drive positive change, abrdn believes there may be more reporting for reporting’s sake.

Aberdeen Investments 10th May 2024

Analysis & Opinion

The evolution of ESG: how sustainable practices are shifting in developed credit markets

We’ve moved on from blanket exclusions to more forward-looking engagement – abrdn asks: what are the results?

Aberdeen Investments 10th May 2024

Analysis & Opinion

Private markets: how do we tackle ESG issues?

abrdn discusses its approach to ESG concerns in private markets.

Aberdeen Investments 10th May 2024

Partner Zone

How active can drive alpha

Every investor has probably formed their own opinion on this topic: let Ninety One talk you through why they believe their active quality approach can help them beat the benchmark over the long ter...

Ninety One 10th May 2024

Partner Zone

Valuations need to tell the whole story

While the P/E ratio is a popular and commonly used metric in equity valuation, Ninety One firmly believes that a healthy dose of caution is required.

Ninety One 10th May 2024

Partner Zone

All or nothing

People tend to underestimate the risk of losing everything – to maximise long-term compounding, every investor should take care to mitigate the risk of...

Ninety One 10th May 2024

Analysis & Opinion

The Week: Who’d be a central banker?

A rate cut always looked unlikely, but the devil will be the detail as the Bank of England shows its working.

Adviser-Hub 9th May 2024

Analysis & Opinion

The dividend pay-off

Fidelity’s Aditya Shivram examines the data behind his belief that a focus on dividends is just as important as capital appreciation, and why it could lead to more sustainable and lower volat...

Fidelity International 9th May 2024

Analysis & Opinion

Asia’s changing income story

Newton portfolio manager Zoe Kan assesses a shifting investment landscape in Asia – one that looks towards a more income-oriented approach to the region.

BNY Mellon Investment Management 9th May 2024

Business Toolkit

Capital Gains and Investment Accounts

At face value, calculating the gains or losses on an investment seems a relatively straightforward process. In reality, it can be quite complicated.

Fidelity Adviser Solutions 7th May 2024

Analysis & Opinion

Algorithmic alchemy: investing with optimism in AI

As well as investing in many leading artificial intelligence companies, Baillie Gifford is exploring uses of AI to improve how they invest on behalf of their clients.

Baillie Gifford 2nd May 2024

Analysis & Opinion

What if the Fed doesn’t cut interest rates this year?

Capital Group’s Darrell Spence sees three solid reasons to keep the federal funds rate right where it is throughout 2024.

Capital Group 2nd May 2024

Analysis & Opinion

Cash has further to run

As interest rates are expected to stay higher for longer, so should the relative attractiveness of cash in investment portfolios, says Fidelity

Fidelity International 2nd May 2024

Podcast

Ninety One | How active can drive alpha

Every investor has probably formed their own opinion on this topic – let Ninety One talk you through why they believe their active quality approach can help them beat the benchmark over the l...

Ninety One 1st May 2024

Podcast

Ninety One | Valuations need to tell the whole story

While the P/E ratio is a popular and commonly used metric in equity valuation, Ninety One firmly believes that a healthy dose of caution is required.

Ninety One 1st May 2024

Podcast

Ninety One | All or nothing

People tend to underestimate the risk of losing everything – to maximise long-term compounding, every investor should take care to mitigate the risk of going bust, says Ninety One.

Ninety One 1st May 2024

Analysis & Opinion

The Week: China: finally, a turnaround?

Few dispute the difficulties still facing the Chinese economy. However, they may not prevent a revival in the country’s stock market.

Adviser-Hub 1st May 2024

Partner Zone

What if the Fed doesn’t cut interest rates this year?

Capital Group’s Darrell Spence, Economist, sees three solid reasons to keep the federal funds rate right where it is throughout 2024.

Capital Group 30th Apr 2024

Partner Zone

Can Europe’s largest economy adapt to a shifting global landscape?

Despite intensifying concerns around deindustrialisation, German manufacturing is quickly adapting to the new economic paradigm.

Capital Group 30th Apr 2024

Partner Zone

Separating AI hype from investment opportunity

Capital Group explores whether generative AI has launched a lasting megatrend, or whether its potential been greatly exaggerated.

Capital Group 30th Apr 2024

Partner Zone

Fundamental research edge: bottom-up opportunities in IG credit

The current high level of yield available in investment grade corporate bonds provides an unprecedented opportunity to lock in attractive income and returns for years to come.

Capital Group 30th Apr 2024

Partner Zone

The Long View: four megatrends to watch

Capital Group’s portfolio managers and analysts are scouring the world for enduring trends that have the potential to transcend individual sectors and impact the broader investing landscape f...

Capital Group 30th Apr 2024

Podcast

abrdn | Wealth Wise - An insight into investment management

In this month’s podcast we discuss the importance of investing, and are joined by two abrdn investment managers as they share their passion and purpose when it comes to our customers.

Aberdeen Investments 29th Apr 2024

VIDEO

Fidelity International | Why a multi asset approach can deliver superior income outcomes

Talib Sheikh outlines why investors will need to embrace a broader mix of assets to provide the income, capital growth and diversification they need.

Fidelity International 29th Apr 2024

Partner Zone

Baillie Gifford on high-calibre emerging markets companies

From TSMC to Reliance Industries – why this is a promising time to invest in world-class emerging markets firms.

Baillie Gifford 26th Apr 2024

Podcast

Baillie Gifford | Baillie Gifford on high-calibre emerging markets companies

From TSMC to Reliance Industries – why this is a promising time to invest in world-class emerging markets firms.

Baillie Gifford 26th Apr 2024

Analysis & Opinion

The Week: Tech bust?

It’s been a tricky few weeks for the technology sector, after some early results suggested growth expectations may have gone too far.

Adviser-Hub 25th Apr 2024

VIDEO

abrdn | The monthly macro outlook video: April 2024

In our Monthly Macro video for April, Paul Diggle, Chief Economist, discusses the ‘on-again, off-again’ prospects for economic ‘soft landings’ in the major economies.

Aberdeen Investments 25th Apr 2024

Analysis & Opinion

Opportunities in the US market today

The US economy has continued to defy expectations. Rising interest rates have made little dent in the country’s GDP trajectory, with a buoyant jobs market supporting consumer spending. Howeve...

Adviser-Hub 25th Apr 2024

Podcast

abrdn | How should investors navigate economic and political uncertainty?

In our latest Macro Bytes podcast abrdn's economists discuss the use of scenario analysis to help navigate uncertainty.

Aberdeen Investments 25th Apr 2024

Partner Zone

Multi-Asset: How the inflation riddle could affect markets

The debate around inflation remains live and centres on whether, if at all, the dynamics of price pressures have altered in recent years.

Aberdeen Investments 25th Apr 2024

Partner Zone

Emerging markets: why the asset class is worth the "bother"

Faced with its critics, why emerging markets continue to show significant potential in the second quarter and beyond.

Aberdeen Investments 25th Apr 2024

Partner Zone

Net-zero stewardship: an engagement-led approach to decarbonisation

Active ownership is a key part of meeting net-zero goals. We discuss how we help companies on their decarbonisation journey.

Aberdeen Investments 25th Apr 2024

Partner Zone

The monthly macro outlook video: April 2024

In our Monthly Macro video for April, Paul Diggle, Chief Economist, discusses the ‘on-again, off-again’ prospects for economic ‘soft landings’ in the major economies.

Aberdeen Investments 25th Apr 2024

Partner Zone

How should investors navigate economic and political uncertainty?

In our latest Macro Bytes podcast abrdn's economists discuss the use of scenario analysis to help navigate uncertainty.

Aberdeen Investments 25th Apr 2024

Partner Zone

Net-zero investing: searching for returns and real-world change

This paper sets out how we can evolve the approach to net-zero investing to achieve the dual objectives of delivering decarbonisation in the real economy while optimising returns for clients and be...

Ninety One 24th Apr 2024

Partner Zone

Notes from the road: how Australia’s largest investors are eyeing the EM opportunity

In this Q&A, Ninety One’s Varun Laijawalla, co-Portfolio Manager of the Emerging Markets Equity Strategy, shares feedback from his trip to Australia.

Ninety One 24th Apr 2024

Partner Zone

Frontier markets move to the fore

With compelling valuations and strengthening fundamentals, frontier markets are starting to move back onto asset allocators’ radars as the external backdrop improves. Careful navigation is ke...

Ninety One 24th Apr 2024

Partner Zone

Notes from the road: something for everyone in Latin America

Whether it’s the strong structural story of Brazil or the alpha potential from Argentina’s reforming economy, Ninety One’s Nicolas Jaquier finds a compelling case for these two co...

Ninety One 24th Apr 2024

Partner Zone

A new capex supercycle: driving powerful and transformative growth

Over the next decade, a combination of the energy transition, nearshoring, geopolitics, demographics, technology and public investment spending could trigger a capex supercycle.

Ninety One 24th Apr 2024

Analysis & Opinion

Net-zero investing: searching for returns and real-world change

Ninety One 24th Apr 2024

Analysis & Opinion

Blue bonds - what’s all the comm-ocean?

Blue bonds are at a nascent stage of development, but have the potential to direct capital to conserve marine ecosystems and mitigate the significant environmental and economic risks associated wit...

Fidelity International 23rd Apr 2024

Analysis & Opinion

Net-zero stewardship: an engagement-led approach to decarbonisation

Active ownership is a key part of meeting net-zero goals. abrdn discusses how to help companies on their decarbonisation journey.

Aberdeen Investments 23rd Apr 2024

VIDEO

Baillie Gifford | Baillie Gifford American Fund webinar: where to next?

Fraser Thompson, Investment Specialist Director, and Gary Robinson, Investment Manager and Partner, discuss the future of US growth investing and how they seek out companies that are positioning th...

Baillie Gifford 23rd Apr 2024

Partner Zone

Investing in UK water: money down the drain?

Despite the headlines, not all UK water companies share the same challenges, creating opportunities for discerning investors to pick up attractive assets at undemanding valuations. Setting a runway...

Baillie Gifford 23rd Apr 2024

Analysis & Opinion

Magnificent Seven or bust?

The US economy has continued to defy expectations. Rising interest rates have made little dent in the country’s GDP trajectory, with a buoyant jobs market supporting consumer spending. Howeve...

Adviser-Hub 23rd Apr 2024

Business Toolkit

Transitional tax-free amount certificates

Fidelity Adviser Solutions 22nd Apr 2024

Analysis & Opinion

Market view: Asian stocks enter the dividend age

Asia has long been chiefly a growth story for investors – Fidelity portfolio managers Jochen Breuer and Lynda Zhou examine the case for Asian dividends.

Fidelity International 18th Apr 2024

Analysis & Opinion

Market view: Emerging markets: why the asset class is worth the "bother"

Faced with their critics, emerging markets continue to show significant potential in the second quarter and beyond, says abrdn.

Aberdeen Investments 18th Apr 2024

Analysis & Opinion

Market view: Mixed economic signals puzzle fixed income investors

As central banks work to tackle inflation, Insight Investment asks: just how healthy are the prospects for European credit markets?

BNY Mellon Investment Management 18th Apr 2024

Analysis & Opinion

Are investors missing the vulnerabilities in the US economy?

The US economy has continued to defy expectations. Rising interest rates have made little dent in the country’s GDP trajectory, with a buoyant jobs market supporting consumer spending. Howeve...

Adviser-Hub 18th Apr 2024

Podcast

abrdn | Following cashflows from China to Chile

The latest episode of abrdn’s Emerging Market Equities Podcast explores the world of emerging markets through an income lens.

Aberdeen Investments 18th Apr 2024

VIDEO

Baillie Gifford | Scottish Mortgage: your questions answered

From the recent buyback announcement, to private company valuations and areas of growth in the portfolio, Scottish Mortgage managers Tom Slater and Lawrence Burns answer the questions put to them b...

Baillie Gifford 18th Apr 2024

Partner Zone

Why Scottish Mortgage favours founder-led companies

Companies led by their creators offer big advantages for long-term investors: an inspirational vision plus the ability to push through radical change. Tom Slater, manager of Scottish Mortgage Inves...

Baillie Gifford 18th Apr 2024

Analysis & Opinion

Sustainability Disclosure Requirements: a practical guide for investors

The roll-out of new measures related to Sustainability Disclosure Requirements (SDR) begins in May when anti-greenwashing rules come into effect. Ahead of this, Fidelity’s...

Fidelity International 17th Apr 2024

Analysis & Opinion

The Week: US rate rises to take ‘longer than expected’

Jay Powell has finally said what a lot of economists were thinking – US rate rises are some way off, but that shouldn’t deter the ECB and Bank of England.

Adviser-Hub 17th Apr 2024

VIDEO

Opportunities in the US market today – panel discussion video #3

Market leadership is broadening out from its narrow focus on a handful of AI-related megacaps. Fund managers are exploring other growth themes, while also looking at small and mid cap companies onc...

Adviser-Hub 16th Apr 2024

Business Toolkit

The FCA’s Retirement income advice review

In their review, the FCA has identified some key areas for improvement for the retirement income advice market.

Fidelity Adviser Solutions 16th Apr 2024

Analysis & Opinion

Quantitative tightening: where does it go from here?

Based on recent statements from Fed governors, the most realistic scenario appears to be that the central bank will begin tapering the QT programme in June.

Capital Group 12th Apr 2024

Partner Zone

US election check-in: what to watch in the coming months

Capital Group’s veteran politics watcher John Emerson discusses how the picture is taking shape ahead of the US elections in November, and casts an eye over other polling activity around the...

Capital Group 12th Apr 2024

VIDEO

Magnificent Seven or bust – panel discussion video #2

Seven companies led markets higher in 2023, but investors have started to reappraise them since the start of the year. It may be the start of a broadening out of US stock markets. There are plenty...

Adviser-Hub 11th Apr 2024

Analysis & Opinion

The Long View: four megatrends to watch

Capital Group’s portfolio managers and analysts are scouring the world for e.nduring trends that have the potential to transcend individual sectors and impact the broader investing landscape...

Capital Group 11th Apr 2024

Analysis & Opinion

Equity markets suggest all is well... but is it really?

Fidelity Multi Asset Open range portfolio managers Chris Forgan and Caroline Shaw explain why they believe a cautious and flexible approach to asset allocation is prudent to navigate what comes nex...

Fidelity International 11th Apr 2024

Analysis & Opinion

Global mid-caps: postcard from the USA

abrdn’s Anjli Shah shares insights from her recent trip to the US, including politics, the economy, and companies that impressed.

Aberdeen Investments 11th Apr 2024

Analysis & Opinion

Notes from the road: something for everyone in Latin America

Whether it’s the strong structural story of Brazil or the alpha potential from Argentina’s reforming economy, Ninety One’s Nicolas Jaquier finds a compelling case for these two co...

Ninety One 11th Apr 2024

VIDEO

Are investors missing the vulnerabilities in the US economy? – panel discussion video #1

The US economy has gone from strength to strength in spite of higher interest rates. Nevertheless, some vulnerabilities are emerging - from high debt levels, to inflationary pressures. Do investors...

Adviser-Hub 10th Apr 2024

Analysis & Opinion

The Week: India: Asia’s great success story

India continues to grow at an impressive pace, but this has been reflected in financial market prices. Are there still opportunities for investors?

Adviser-Hub 10th Apr 2024

Partner Zone

Why investors may want to consider moving from cash to corporate bonds

Fidelity explains why a natural first step is short-dated high-quality corporate bonds and then all-maturity corporate bonds once the curve dis-inverts.

Fidelity International 9th Apr 2024

Partner Zone

Why China is an allocation still worth making

China is transitioning to a new growth model and, although ongoing headwinds may keep volatility elevated for some time, Fidelity believes an allocation to Chinese equities is still worth making.

Fidelity International 9th Apr 2024

VIDEO

abrdn | The Monthly Macro Outlook Video: Tackling the last mile of inflation

In the Monthly Macro video for March, Luke Bartholomew, Senior Economist, looks at whether the final stage of the battle against inflation will prove to be the hardest.

Aberdeen Investments 9th Apr 2024

Partner Zone

Scottish Mortgage: your questions answered

Manager Tom Slater and deputy manager Lawrence Burns discuss buybacks, private companies, portfolio holdings and more, answering questions put to them by shareholders.

Baillie Gifford 9th Apr 2024

Partner Zone

Reasons why UK equities could surprise you

Fidelity analyses the potential factors that could drive improved returns from the domestic market and outlines key areas of opportunity among value, quality and dividend stocks across the market c...

Fidelity International 9th Apr 2024

Partner Zone

Why a multi asset approach can deliver superior income outcomes

Fidelity Multi Asset Income range portfolio manager Talib Sheikh outlines why investors will need to embrace a broader mix of assets to provide the income, capital growth and diversification they n...

Fidelity International 9th Apr 2024

Market Updates

UK market review: FTSE ends Q1 in positive territory

Having slipped into recession in the final three months of 2023, the UK economy posted month-on-month growth of 0.2% in January, raising hopes that the economy may be picking up.

Adviser-Hub 8th Apr 2024

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 8th Apr 2024

Market Updates

Global updates: Heightened speculation

As expected, the Federal Reserve (Fed) maintained its key federal funds rate at a range of 5.25% to 5.5% in March. Against a backdrop of increasingly heightened speculation over the timing of possi...

Adviser-Hub 5th Apr 2024

Analysis & Opinion

The Week: Is the UK economy turning?

The Prime Minister keeps saying that the ‘plan is working’, but are there really signs of a revival in the UK economy?

Adviser-Hub 4th Apr 2024

Partner Zone

Hidden GEMs: capturing structural growth opportunities

MercadoLibre’s success in capturing the digital inclusion structural growth opportunity in Latin America makes it a hidden gem, according to Ninety One Emerging markets Sustainable Equities P...

Ninety One 3rd Apr 2024

Partner Zone

Credit spotlight: corporate hybrids

Portfolio Manager Darpan Harar and Portfolio Specialist Jared Cook examine the merits, uses and risks of corporate hybrids, which form part of the broader Multi-Asset Credit investment universe.&nb...

Ninety One 3rd Apr 2024

Analysis & Opinion

Notes from the road: what the US election means for investors in decarbonisation

The US Presidential election is likely to be contested by candidates with starkly different stances on climate. What does the November poll mean for investors in the global decarbonisation opportun...

Ninety One 3rd Apr 2024

Partner Zone

Notes from the road: what the US election means for investors in decarbonisation

Ninety One 3rd Apr 2024

Business Toolkit

The LTA replacement regime explained

The lifetime allowance (LTA) replacement regime comes into force for pensions on 6 April 2024.

Fidelity Adviser Solutions 2nd Apr 2024

Analysis & Opinion

Bridging the climate-nature nexus in income strategies

The relationship between climate change and biodiversity is a two-way street in which addressing one could help manage the other. This demands a more nuanced approach from (re)insurers seeking to d...

Fidelity International 2nd Apr 2024

Analysis & Opinion

Why it may be time to consider small and mid-sized companies for your Article 9 investment

abrdn sees compelling arguments for why the outlook for small and mid-sized companies is looking up, and why smaller companies can often make sense on sustainability grounds.

Aberdeen Investments 2nd Apr 2024

Analysis & Opinion

The Week: Scary US debt

US debt levels are reaching ever-scarier levels, and important people are starting to ask questions.

Adviser-Hub 28th Mar 2024

Partner Zone

Feast of opportunities: six future food trends

Governments, regulators, companies and consumers are rethinking the way food is produced and consumed in an increasingly resource-constrained world. Innovation and disruption are already happening...

Capital Group 28th Mar 2024

Partner Zone

Why Capital Group believes it’s time to exit cash and move back into bonds

Historically, these pivots in monetary policy have significantly impacted market returns and, as such, warrant a rethink of investors’ defensive allocations.

Capital Group 28th Mar 2024

Partner Zone

How population decline could upend the global economy

Demographic changes have major implications, says Capital Group’s Jarez Franz.

Capital Group 28th Mar 2024

Podcast

abrdn | Are we in a more volatile world for inflation?

Paul Diggle and Luke Bartholomew from abrdn discuss why higher inflation volatility may be here to stay.

Aberdeen Investments 27th Mar 2024

Podcast

abrdn | Sustainability Inspires: Financing on the wild side: rewilding as a nature-based solution

In this episode, we discuss rewilding and why nature-based solutions are set to be a significant trend in the finance industry.

Aberdeen Investments 27th Mar 2024

Podcast

abrdn | Dazzling in the ring

How EM smaller companies produced knockout returns, listen to abrdn’s latest episode.

Aberdeen Investments 27th Mar 2024

Analysis & Opinion

Pound cost averaging: making regular saving work for you

It’s the eternal conundrum for investors: how to decide when to invest. However, unless you’re gifted with foresight, you can’t predict what the stock market wi...

Adviser-Hub 27th Mar 2024

Podcast

abrdn | Financing on the wild side: rewilding as a nature-based solution

abrdn discusses rewilding and why nature-based solutions are set to be a significant trend in the finance industry.

Aberdeen Investments 26th Mar 2024

Partner Zone

Can Workspace's short-dated corporate bond produce income and growth?

Why abrdn think the office space provider is well-placed to create both.

Aberdeen Investments 26th Mar 2024

Partner Zone

Euro small caps: structural growth in a low growth world

After three challenging years, abrdn think high-quality, small-cap growth stocks could be back on the menu.

Aberdeen Investments 26th Mar 2024

Podcast

Why we think you can’t rely on mean reversion for credit investing

abrdn look at the benefits and limitations of a mean reversion strategy. And argue that investors must also look to the future.

Aberdeen Investments 26th Mar 2024

Partner Zone

Enhanced indexing: combining alpha with diversification

What are the benefits of enhanced indexing in the current environment? Read more about abrdn’s views.

Aberdeen Investments 26th Mar 2024

Partner Zone

abrdn Global Economic Outlook: The last mile

Central banks have so far waged a successful campaign against inflation. But with the end in sight, will the ‘last mile’ be the toughest to cross?

Aberdeen Investments 26th Mar 2024

Analysis & Opinion

ISAs: the basics

An Individual Savings Account (ISA) is a tax-efficient wrapper that provides a home for a number of different types of investment.

Adviser-Hub 25th Mar 2024

Partner Zone

Focusing on long-term investment horizons with MyFolio Index

Five years on, our cost-effective solution continues to help clients reach their objectives.

Aberdeen Investments 25th Mar 2024

Analysis & Opinion

LIFETIME ISAs (LISAs): the basics

Savers aged between 18 and 40 can choose to open a Lifetime ISA (LISA), which is designed to help young people to save not only for a first home, but also for their retirement.

Adviser-Hub 22nd Mar 2024

Analysis & Opinion

Recharging the EV trade

Why the electric vehicles (EVs) trade could be set for a boost – and why Newton is well prepared to explore this and other alternatives markets.

BNY Mellon Investment Management 21st Mar 2024

Analysis & Opinion

In practice: reducing carbon risk in RQI Investors Value portfolios

First Sentier leverages their recent paper ‘Reducing carbon intensity in portfolios: Better news than you think’ to assess how they can reduce carbon risk in their Value strategies.

FSSA Investment Managers 21st Mar 2024

Analysis & Opinion

ESG v sustainability: are we heading in the right direction?

Inconsistent definitions and approaches to measuring ESG make it tricky to evaluate and compare real-world impact. Rather than relying solely on numerical data, Baillie Gifford also considers quali...

Baillie Gifford 21st Mar 2024

Analysis & Opinion

Climeworks: digging deeper for climate solutions

Climeworks co-founder Christoph Gebald tells Baillie Gifford investment manager Lawrence Burns why he thinks the carbon capture industry will be as big by 2050 as the oil and gas industry is today....

Baillie Gifford 21st Mar 2024

Analysis & Opinion

Engaging UK water companies: the bondholder’s view

Fidelity fixed income portfolio managers Kris Atkinson and Shamil Gohil highlight the crucial role that bondholders can play when it comes to driving change on sustainability issues.

Fidelity International 21st Mar 2024

Analysis & Opinion

Financing on the wild side: rewilding as a nature-based solution

abrdn discusses rewilding and why nature-based solutions are set to be a significant trend in the finance industry.

Aberdeen Investments 21st Mar 2024

Analysis & Opinion

Planting the seed of change: real estate's role in the nature crisis

How can real estate reduce its negative impact on nature? abrdn discusses its views.

Aberdeen Investments 21st Mar 2024

Analysis & Opinion

Here comes the sun: the small caps helping lead the solar revolution

abrdn examines some of the companies delivering cutting-edge solutions to help harness solar power.

Aberdeen Investments 21st Mar 2024

Analysis & Opinion

The Week: UK inflation: good news?

UK inflation data looks like good news, but will the Bank of England be persuaded?

Adviser-Hub 20th Mar 2024

Analysis & Opinion

Ah, politics – we’ve been expecting you

With elections around the world, abrdn’s rates team zooms in on the UK and US. There’s a lot at stake – but what could it mean for investors?

Aberdeen Investments 20th Mar 2024

Analysis & Opinion

AI equity impact: already irrational?

BNY Mellon’s Global Economics and Investment Analysis (GEIA) team outlines its view on the economic implications of the new technology wave.

BNY Mellon Investment Management 20th Mar 2024

Partner Zone

Five reasons natural resources equities could fuel your portfolio

Ninety One sees five compelling reasons for investors to revisit natural resources equities.

Ninety One 20th Mar 2024

Partner Zone

The geopolitical future that has already happened

The consequences of “the future that has already happened” are likely to be profound for investors, according to Ninety One’s Sahil Mahtani, Head of Macro Research.

Ninety One 20th Mar 2024

Partner Zone

Notes from the road: what hyper-competition means for China clean tech

Ninety One analyst Yunli Liu returns to his home country to see for himself what business conditions are like and to try to separate sentiment from fundamentals.

Ninety One 20th Mar 2024

Analysis & Opinion

JUNIOR ISAs (JISAs): the basics

It’s never too early to start thinking about saving for the future. A Junior Individual Savings Account (JISA) gives children the opportunity to start saving early.

Adviser-Hub 19th Mar 2024

VIDEO

Baillie Gifford | Scottish Mortgage on AI, marketing and the metaverse

In the latest episode of the Scottish Mortgage Invest in Progress podcast, deputy manager Lawrence Burns speaks to the CEO of digital marketing company The Brandtech Group, about how his c...

Baillie Gifford 15th Mar 2024

Podcast

Baillie Gifford | Scottish Mortgage on AI, marketing and the metaverse

In the latest episode of the Scottish Mortgage Invest in Progress podcast, deputy manager Lawrence Burns speaks to the CEO of digital marketing company The Brandtech Group, about how his c...

Baillie Gifford 15th Mar 2024

Partner Zone

Scottish Mortgage on AI, marketing and the metaverse

In the latest episode of the Scottish Mortgage Invest in Progress podcast, deputy manager Lawrence Burns speaks to the CEO of digital marketing company The Brandtech Group, about how his c...

Baillie Gifford 15th Mar 2024

Analysis & Opinion

Income investing in a higher-yield world

Fidelity’s Talib Sheikh unpacks why a multi-asset approach is still the most attractive long-term option for income seekers

Fidelity International 14th Mar 2024

Analysis & Opinion

The geopolitical future that has already happened

The consequences of “the future that has already happened” are likely to be profound for investors, according to Ninety One’s Sahil Mahtani, Head of Macro Research

Ninety One 14th Mar 2024

Podcast

Baillie Gifford | Investing in a new recipe for weight loss: the rise of GLP-1 drugs

Baillie Gifford explores the huge growth potential for Novo Nordisk’s anti-obesity medicines.

Baillie Gifford 14th Mar 2024

Podcast

Baillie Gifford | Scottish Mortgage – Invest in Progress podcast

Lawrence Burns asks Climeworks’ CEO why he thinks the carbon removal industry could be as big by 2050 as oil and gas is today.

Baillie Gifford 14th Mar 2024

Partner Zone

All aboard the growth investing train

Why do we prefer growth stocks despite the lure of shorter-term assets? Baillie Gifford’s James Budden explains why investors should consider the long-term potential of growth stocks despite...

Baillie Gifford 13th Mar 2024

Partner Zone

Three mistakes investors make during election years

Politics can bring out strong emotions and biases, but investors would be wise to put these aside when making investment decisions, warns Capital Group.

Capital Group 13th Mar 2024

Partner Zone

Friendshoring brings industrial-sized investment opportunity

Capital Group explores friendshoring – a deliberate policy decision to encourage trade with friendly neighbours at a time when geopolitical tensions are increasing around the world.

Capital Group 13th Mar 2024

Partner Zone

Is technology man’s best medicine?

Capital Group’s Matt Reynolds outlines some of the key investment opportunities that are being unlocked by technological breakthroughs across a patient’s journey.

Capital Group 13th Mar 2024

Partner Zone

Small-cap stocks: seven opportunities to watch in 2024

As the Fed appears to be pivoting to a more dovish stance, potentially leading to an easing of financial conditions, the outlook for small cap stocks is brightening.

Capital Group 13th Mar 2024

Analysis & Opinion

The Week: The rise and rise of the gold price

The extent of the gold price rally is too much to be explained by interest rate and inflation expectations alone.

Adviser-Hub 13th Mar 2024

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 12th Mar 2024

Business Toolkit

2024/25 tax tables available

Fidelity Adviser Solutions’ 2024/25 tax tables are available with all the rates and thresholds for the coming year.

Fidelity Adviser Solutions 12th Mar 2024

VIDEO

Baillie Gifford | Upfront: Episode Five

Catch up on the latest episode highlighting the growth stocks to get excited about from Asia to the UK, and a Q&A with Pacific Fund manager Roderick Snell.

Baillie Gifford 12th Mar 2024

Partner Zone

Upfront: Episode Five

Catch up on the latest episode highlighting the growth stocks to get excited about from Asia to the UK, and a Q&A with Pacific Fund manager Roderick Snell.

Baillie Gifford 12th Mar 2024

Market Updates

Global updates: US indices hit new highs

US stock markets continued to forge ahead during February: the Dow Jones Industrial Average Index reached a new closing high.

Adviser-Hub 11th Mar 2024

Market Updates

UK market review: UK in recession

The UK economy slipped into recession during the final quarter of 2023: having contracted by 0.1% in the third quarter.

Adviser-Hub 11th Mar 2024

Market Updates

Spring Budget 2024: balancing act

As expected, Chancellor of the Exchequer Jeremy Hunt announced a cut in National Insurance in a Spring Budget intended to boost long-term growth.

Adviser-Hub 7th Mar 2024

Partner Zone

Picture this: fat tails and phantoms in high yield

Various factors are distorting the headline index spread in the US high yield market. Investors should look elsewhere for better risk-adjusted value.

Ninety One 7th Mar 2024

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Partner Zone

Traditional corporate bonds: not a buying opportunity for everyone

Investor sentiment towards bonds, especially corporate bonds, has improved, but John Stopford of Ninety One warns that investors may be too optimistic about the looming risks

Ninety One 7th Mar 2024

Partner Zone

Fidelity’s Chart Room: Why inflation “surprises” really shouldn’t be a surprise

More often than not, inflation-linked bond valuations relative to nominal ones underestimate the likelihood of upside inflation surprises, leading to an outperformance of inflation-linked bonds lon...

Fidelity International 7th Mar 2024

Partner Zone

Webinar: Can tech dominance continue into 2024?

The dominance of tech stocks seen in 2023 has continued so far in 2024, driven by a strong rally in artificial intelligence and mega cap names. Fidelity Global Technology portfolio manager Hyun Ho...

Fidelity International 7th Mar 2024

Analysis & Opinion

Does ‘Net Zero 2050’ matter?

abrdn unpicks company targets and transition risk.

Aberdeen Investments 7th Mar 2024

Analysis & Opinion

The role of Global Environment within a global equity allocation

Ninety One believes an investment strategy based on ‘decarbonisation’ can complement a core global equity allocation.

Ninety One 7th Mar 2024

Analysis & Opinion

The Week: Welcome the British ISA?

Will the Chancellor’s latest initiative be enough to revive interest in the UK stock market?

Adviser-Hub 7th Mar 2024

Partner Zone

Finding untapped potential in Europe

Marcel Stötzel, co-portfolio manager of Fidelity European Fund and Fidelity European Trust PLC, provides an insight into the risks and opportunities facing investors in European equities. With...

Fidelity International 7th Mar 2024

Partner Zone

Why cash remains attractive in different interest rate scenarios

Money market products boomed in 2023 on the back of a dramatic rate hiking cycle from central banks. But how will these funds perform if rates have peaked? We look at potential different interest r...

Fidelity International 7th Mar 2024

Partner Zone

Addressing digital inclusion challenges

Ninety One Sustainable Equity analyst Eric Opara sits down with Nikki Gwilliam-Beeharee from the World Benchmarking Alliance to examine some of the challenges and opportunities of digital inclusion...

Ninety One 7th Mar 2024

Partner Zone

Fixed income solutions

Our active, research-driven investment process underpins a range of solutions which could meet your fixed income needs across the risk spectrum.

Fidelity International 7th Mar 2024

Podcast

abrdn | Macro Bytes: What's been holding the German economy back?

The Eurozone economy is stagnating and the German economy in particular is facing significant cyclical and structural headwinds. abrdn discuss why.

Aberdeen Investments 1st Mar 2024

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Podcast

abrdn | Macro Bytes: Will the last mile of inflation be the hardest?

In this episode, abrdn discusses the rising US inflation in January and the challenges of bringing inflation back to the target.

Aberdeen Investments 1st Mar 2024

Partner Zone

abrdn MyFolio TeamTalks

Celebrating 5 years of the MyFolio Index Funds: Fund managers Justin and Daniel give an update on the MyFolio Index Range.

Aberdeen Investments 1st Mar 2024

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Partner Zone

Why size isn’t everything as smaller companies show how to lead the way

Why size isn’t everything, abrdn discusses the opportunities smaller companies offer.

Aberdeen Investments 1st Mar 2024

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Partner Zone

Three ways to unlock opportunity in emerging-market equity income

Which emerging-market companies do abrdn think are capable of paying dividends over the long-term?

Aberdeen Investments 1st Mar 2024

Partner Zone

Emerging markets income equity: Bajaj Holdings and India’s rise as a consumer nation

Domestic population trends are helping to fuel this vehicle and finance company's business.

Aberdeen Investments 1st Mar 2024

Partner Zone

Emerging markets income equity: can Korea's KSOE deliver sustainable dividends?

KSOE investors could be en route to income as the shipbuilder cuts carbon for cargo clients.

Aberdeen Investments 1st Mar 2024

Analysis & Opinion

The Week: ‘Performance chasing’: the way to invest after all?

Investors are warned against chasing past performance, but new analysis shows that it has been a successful strategy over the past decade.

Adviser-Hub 29th Feb 2024

Partner Zone

Small-cap stocks: seven opportunities to watch in 2024

As the Federal Reserve (Fed) appears to be pivoting to a more dovish stance, potentially leading to an easing of financial conditions, the outlook for small cap stocks is brightening.

Capital Group 28th Feb 2024

Partner Zone

Weather watch: four sectors feeling the force of nature

With flooding, storms and extreme heat becoming more frequent and severe, the weather looks poised to play an even more prominent role among investment considerations.

Capital Group 28th Feb 2024

Partner Zone

What’s right with the world?

A daily diet of negative news can make the most experienced investors lose conviction in their long-term investment plans – but here are five reasons why Capital Group is confident abou...

Capital Group 28th Feb 2024

VIDEO

Baillie Gifford | Scottish Mortgage - Invest in Progress Podcast

Lawrence Burns asks Climeworks CEO why he thinks the carbon removal industry could be as big by 2050 as oil and gas is today.

Baillie Gifford 22nd Feb 2024

Analysis & Opinion

The Week: Buyback bonanza in the UK

UK companies are announcing buybacks on top of buybacks as they strive to boost their struggling share prices. Will it work?

Adviser-Hub 22nd Feb 2024

Analysis & Opinion

Sustainability Disclosure Requirements: a practical guide for investors

Ahead of the roll-out of new measures related to SDR in May, Fidelity’s Sustainable Investing team provide an overview of the regulations and the implications for investors.

Fidelity International 21st Feb 2024

Analysis & Opinion

Albemarle: salt flats and social responsibility

Increased demand for lithium forms a key tenet of Baillie Gifford’s investment case in Albemarle, the world’s largest lithium producer.

Baillie Gifford 21st Feb 2024

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Partner Zone

Exploring opportunities in emerging market debt

Deep dive into emerging market debt with Erin Lefkowitz, Senior Fixed Income Portfolio Manager at Mercer, and leaders from Ninety One’s EM Fixed Income platform Victoria Harling and Peter Ken...

Ninety One 21st Feb 2024

Partner Zone

Fire or water – opportunities in China’s structural challenges

The dragon might not be breathing fire, but turn your back at your peril, according to Ninety One’s Iain Cunningham, Head of Multi Asset Growth.

Ninety One 21st Feb 2024

Analysis & Opinion

Sustainability Inspires: reshaping real estate assets to revitalise communities

abrdn explores the positive social impact of real estate investments on society

Aberdeen Investments 21st Feb 2024

Partner Zone

abrdn Global real estate market outlook Q1 2024

Tenant strength and income resilience will be the focus as recession hits demand.

Aberdeen Investments 20th Feb 2024

Partner Zone

abrdn UK real estate market outlook Q1 2024

UK inflation is set to fall further over the next few months and interest-rate cuts are expected around the summer.

Aberdeen Investments 20th Feb 2024

Partner Zone

The regulator, wealth managers and doing the right thing

Russell Bignall, MD, Sales at abrdn, looks at the latest ‘Dear CEO’ letter to wealth managers and highlights why a firm’s culture should be part of advisers’ due diligence.<...

Aberdeen Investments 20th Feb 2024

Partner Zone

3 big reasons why you should consider income in 2024

Navigate today’s investment landscape with abrdn’s trio of topical income insights.

Aberdeen Investments 20th Feb 2024

Partner Zone

The value of short-dated credit under various scenarios

‘Soft landing’, ‘hard landing’ or interest rates ‘higher-for-longer': which do we think is most likely and what could it mean for short-dated credit?

Aberdeen Investments 20th Feb 2024

VIDEO

abrdn | MyFolio investment process

Each MyFolio fund aims for the highest possible total return achievable for your chosen risk level. To achieve this, our process contains four key steps.

Aberdeen Investments 20th Feb 2024

Sustainability Inspires_Real estate living

Podcast

abrdn | Sustainability Inspires: reshaping real estate assets to revitalise communities

The positive social impact of real estate investments on society.

Aberdeen Investments 20th Feb 2024

Analysis & Opinion

Could smaller companies have a bright spot despite a gloomy environment?

When economic conditions are tough, investing in small-cap stocks can feel uncomfortable.

Adviser-Hub 19th Feb 2024

Partner Zone

Are wonder drugs a huge investment opportunity?

They’ve been described as wonder drugs – new medications that can help you lose weight and potentially reduce the risk of heart attacks and strokes. Baillie Gifford’s Ross Mathiso...

Baillie Gifford 15th Feb 2024

Analysis & Opinion

The Week: Inflation divergence

Inflation readings between the major nations are increasingly disparate. Will bond market recognise the gap?

Adviser-Hub 15th Feb 2024

Podcast

Ninety One | Medicine for change

Ninety One examines important health care topics, including how improving accessibility on a global scale can generate material structural growth opportunities within the sector.

Ninety One 15th Feb 2024

Podcast

abrdn | Dazzling in the ring: how EM smaller companies produced knockout returns

abrdn’s Nick Robinson is joined by Osamu Yamagata to explore the world of emerging market (EM) smaller companies.

Aberdeen Investments 15th Feb 2024

Podcast

abrdn | Sustainability Inspires: reshaping real estate assets to revitalise communities

abrdn’s Georgie Nelson invites Vivienne King and Andy Smith of The Good Economy to delve into the environmental and social aspects of real estate investments.

Aberdeen Investments 15th Feb 2024

Analysis & Opinion

Fire or water: opportunities in China’s structural challenges

The dragon might not be breathing fire, but turn your back at your peril, according to Iain Cunningham, Ninety One’s Head of Multi Asset Growth.

Ninety One 15th Feb 2024

Analysis & Opinion

Market view: Finding value in shifting fixed income markets

BNY Mellon explores why elevated bond yield levels could augur well for fixed income investors in 2024, despite heightened market volatility.

BNY Mellon Investment Management 15th Feb 2024

Partner Zone

Are wonder drugs a huge investment opportunity?

They’ve been described as wonder drugs – new medications that can help you lose weight and potentially reduce the risk of heart attacks and strokes. Baillie Gifford’s Ross Mathiso...

Baillie Gifford 15th Feb 2024

Podcast

Baillie Gifford | Scottish Mortgage on Climeworks carbon removal

In the latest episode of the Scottish Mortgage Invest in Progress podcast, deputy manager Lawrence Burns speaks to Climeworks CEO Christoph Gebald about why he thinks the carbon removal in...

Baillie Gifford 14th Feb 2024

Partner Zone

Can the banks deliver for investors in 2024?

Capital Group’s fixed income analysts outline what the changing macroeconomic environment might mean for banks, as well as the key opportunities and risks facing the sector.

Capital Group 14th Feb 2024

Partner Zone

Scottish Mortgage on Climeworks carbon removal

In the latest episode of the Scottish Mortgage Invest in Progress podcast, deputy manager Lawrence Burns speaks to Climeworks CEO Christoph Gebald about why he thinks the carbon removal in...

Baillie Gifford 14th Feb 2024

Partner Zone

How dividend growth signals steady compounding

By what means can we tell whether a company has the potential to compound its earnings and provide great long-term returns? Baillie Gifford investment manager James Dow explains why dividend growth...

Baillie Gifford 13th Feb 2024

Partner Zone

How dividend growth signals steady compounding

Baillie Gifford 13th Feb 2024

Analysis & Opinion

Market view: Are credit spreads pricing in complacency?

abrdn’s Mark Munro sees three potential scenarios for credit markets going forward.

Aberdeen Investments 8th Feb 2024

Analysis & Opinion

Market view: Navigating shifting global equity markets

A tight long-term focus on investment in high-quality companies could help investors navigate risk to secure longer term gains, says Walter Scott investment manager Paul Loudon.

BNY Mellon Investment Management 8th Feb 2024

VIDEO

abrdn | MyFolio Sustainable anniversary

Three years on from the launch of MyFolio Sustainable, we’re hearing from advisers that an increasing number of clients are considering investing a portion of their money sustainably. Watch o...

Aberdeen Investments 7th Feb 2024

Partner Zone

Medicine for change

Ninety One examines important health care topics, including how improving accessibility on a global scale can generate material structural growth opportunities within the sector.

Ninety One 7th Feb 2024

Partner Zone

Cash, short-maturity gilts and bonds – time for something different

As some investors start to see their short-duration gilts mature, Ninety One Diversified Income Fund Portfolio Manager Jason Borbora-Sheen discusses what they should think about next.

Ninety One 7th Feb 2024

Partner Zone

Picture this: cheap but not entirely cheerful

Loan market valuations look attractive, but beware pockets of weakness.

Ninety One 7th Feb 2024

Market Updates

Global updates: “The clouds are beginning to part”

The International Monetary Fund believes “the clouds are beginning to part” and expects the global economy to achieve a soft landing, underpinned by lower inflation and steady growth.

Adviser-Hub 7th Feb 2024

Market Updates

UK market review: Setback for rate-cut hopes

Share prices fell during January as an unexpected uptick in the rate of UK consumer price inflation dampened optimism over the likelihood of interest rate cuts.

Adviser-Hub 7th Feb 2024

Market Updates

Market briefings looking back at January

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

Adviser-Hub 7th Feb 2024

Analysis & Opinion

The Week: Not so magnificent?

Markets are becoming more discerning. Even some of the technology giants are being re-examined as the focus on fundamentals increases.

Adviser-Hub 7th Feb 2024

Partner Zone

Baillie Gifford Managed Fund: 5 burning questions on developed Asia

Why invest in economies such as Australia and Japan? Investment manager Iain Campbell explains.

Baillie Gifford 6th Feb 2024

Analysis & Opinion

Will clean energy stocks make a come back in 2024?

Fidelity clean energy analyst Paul Gooden examines why 2024 could see a resurgence in the strength of clean energy stocks and where opportunity may emerge.

Fidelity International 6th Feb 2024

Podcast

Baillie Gifford | The essential ingredients of growth

Baillie Gifford partner Tim Garratt highlights three traits for the companies set to flourish in the years ahead: real-world problem solving, financial discipline and adaptability.

Baillie Gifford 5th Feb 2024

Business Toolkit

Update: ‘Replacement’ of the lifetime allowance

Following an initial Policy Paper and a Draft Finance Bill issued last summer – and a resulting consultation period – further draft legislation was released in November 2023.

Fidelity Adviser Solutions 5th Feb 2024

Analysis & Opinion

Reassurance and revelations: the 2023 Schroders Adviser Survey

Schroders’ 2023 Adviser Survey highlights some of biggest threats and opportunities for advisers in 2024.

Adviser-Hub 2nd Feb 2024

Analysis & Opinion

The Week: Prosperity in the year of the dragon?

As China welcomes its new year, will it bring better fortune for its stock market?

Adviser-Hub 1st Feb 2024

Analysis & Opinion

Is home bias always desirable?

Chris Forgan, portfolio manager of Fidelity’s Multi Asset Allocator range, explains why home bias can act as a hindrance rather than a help in static allocation portfolios.

Fidelity International 1st Feb 2024

Analysis & Opinion

What’s in store for 2024

Capital Group’s Rob Lovelace offers his view on where markets are headed, the rise of the Magnificent Seven, the interest rate environment, and select investment themes driving his portfolio...

Capital Group 1st Feb 2024

Analysis & Opinion

Remaining optimistic on emerging markets

FSSA Investment Managers outline the challenges for emerging markets, but remain optimistic for 2024.

FSSA Investment Managers 1st Feb 2024

VIDEO

Fidelity International | Webinar: The value in unloved UK equities

The recent strong relative performance of the UK equity market has gone largely unnoticed by investors, reinforcing its unloved status. Alex Wright, portfolio manager of Fidelity Special Situations...

Fidelity International 31st Jan 2024

Partner Zone

Is home bias always more desirable?

Home biases can exist within portfolios but is this due to investment rationale or historical norms? In a more economically and geographically diverse world, Chris Forgan portfolio manager of Fidel...

Fidelity International 31st Jan 2024

Partner Zone

Analyst Survey 2024: Ready for a reset

The past two years have been marked by a fear of how bad the first sustained economic slowdown since 2008 might become. Yet our annual analyst survey suggests the conditions are settling into place...

Fidelity International 31st Jan 2024

Partner Zone

Catching the inflection point in bond markets

Fixed income markets are approaching an inflection point amid signs of easing inflation and expectations of lower rates. As the impact of tight monetary policy edges the domestic economy towards re...

Fidelity International 31st Jan 2024

Partner Zone

Rob Lovelace on what’s in store for 2024

Portfolio manager Rob Lovelace offers his view on where markets are headed, the rise of the Magnificent Seven, the interest rate environment, and select investment themes driving his portfolio deci...

Capital Group 30th Jan 2024

Partner Zone

Fixed Income Perspectives

Quarterly macro and market insights from Capital Group’s fixed income team.

Capital Group 30th Jan 2024

Partner Zone

A dovish Fed could unlock opportunity …

… some caution is warranted, says Capital Group.

Capital Group 30th Jan 2024

Partner Zone

Now may be the time for core bonds: five themes for 2024

With inflation falling and the Fed signalling an end to its historic tightening cycle, the landscape for bond investors is beginning to look much clearer.

Capital Group 30th Jan 2024

Partner Zone

Decoding the AI opportunity

As AI continues to proliferate, Capital Group has produced a framework to clarify the opportunities.

Capital Group 30th Jan 2024

Business Toolkit

Webinar replay: Financial planning considerations following a year of change

In a recent webinar, Fidelity Adviser Solutions’ Paul Richards, Paul Squirrell and Jon Hale ran through the key considerations for clients and how to quickly identify those who may need to ta...

Fidelity Adviser Solutions 29th Jan 2024

Partner Zone

Scottish Mortgage Investor Forum 2024 summary

From MercadoLibre revolutionising financial inclusion in Latin America to Moderna reinventing how to develop new drugs, the managers of Scottish Mortgage share the outsized opportunities that they...

Baillie Gifford 29th Jan 2024

Partner Zone

A long-term approach to short-term performance

The 2022 inflation shock left the Baillie Gifford Managed Fund out of favour, creating a fantastic opportunity. Client service director Gareth Roberts addresses a dip in performance, what we have l...

Baillie Gifford 29th Jan 2024

Podcast

Fidelity International | Rich pickings

What the lessons of 2023 can teach investors for the year ahead – from artificial intelligence to US resilience, Fidelity’s panel of multi asset portfolio managers discusses the big the...

Fidelity International 26th Jan 2024

Podcast

abrdn | Sustainable horizons

Evaluating COP28 and charting the path forward for climate action – insights from abrdn on the successes, challenges and imperatives of COP28.

Aberdeen Investments 26th Jan 2024

Podcast

abrdn | Lotus blooming - will 2024 be an Indian summer

In the latest episode of abrdn’s Emerging Markets Equities podcast, Nick Robinson is joined by James Thom to explore opportunities in India.

Aberdeen Investments 26th Jan 2024

Analysis & Opinion

5 keys to investing in 2024

History has shown that the economy and markets seem to always find ways to surprise investors. Nevertheless, whatever is in store for investors in the year ahead, Capital Group has identified five...

Capital Group 25th Jan 2024

Partner Zone

MyFolio: building an infrastructure allocation

We’re adding infrastructure to our multi-asset solution MyFolio. Find out why.

Aberdeen Investments 25th Jan 2024

Analysis & Opinion

Are sustainable strategies only about growth?

Newton’s Jon Bell dispels the myth that sustainable strategies always have a growth tilt.

BNY Mellon Investment Management 25th Jan 2024

Analysis & Opinion

Enduring good

Harnessing virtuous circles: Baillie Gifford explains how sustainable investing uncovers potential for long-term, compounding growth benefiting shareholders and society.

Baillie Gifford 25th Jan 2024

Analysis & Opinion

Infrastructure

How sustainability is focus of new investments. abrdn’s Roger Pim guides you though the diverse opportunities that will shape his investment plans in 2024 and beyond.

Aberdeen Investments 25th Jan 2024

Analysis & Opinion

Sustainable horizons

Evaluating COP28 and charting the path forward for climate action – insights on the successes, challenges and imperatives of COP28.

Aberdeen Investments 25th Jan 2024

Analysis & Opinion

The Week: Rediscovering UK equity income

Investors have shown a marked preference for global equity income over UK equity income in recent years, but the latest dividend statistics should prompt a rethink.

Adviser-Hub 24th Jan 2024

Analysis & Opinion

Walter Scott celebrating 40 years

As Walter Scott marks its 40-year anniversary, Jane Henderson, Managing Director, reflects on how the firm has evolved whilst maintaining its ethos of patience, continuity, and a long-term mindset....

BNY Mellon Investment Management 24th Jan 2024

Analysis & Opinion

Market view: The value in unloved UK equities

Alex Wright, portfolio manager of Fidelity Special Situations & Special Values PLC, outlines why value-oriented areas of the UK market represent a strong investment opportunity.

Adviser-Hub 24th Jan 2024

Partner Zone

Long the yen against the euro

Ninety One’s Iain Cunningham, Head of Multi-Asset Growth, explains why tight policy in Europe and very loose policy in Japan indicate a great asymmetry over the next 12 months between the two...

Ninety One 24th Jan 2024

Partner Zone

Global fixed income allocations already include EM debt

Why allocate separately? Asset allocators seeking full and meaningful structural opportunity may need something different.

Ninety One 24th Jan 2024

Partner Zone

5 keys to investing in 2024

Whatever is in store for investors in the year ahead, Capital Group has five keys to keeping long-term plans on track in 2024.

Capital Group 23rd Jan 2024

Partner Zone

Tomorrow’s innovation, today’s opportunities

Innovation remains a critical driver for success today.

Capital Group 23rd Jan 2024

Partner Zone

The US avoided recession last year

What comes next?

Capital Group 23rd Jan 2024

VIDEO

Baillie Gifford | The essential ingredients of growth investing

What are the characteristics of the companies set to flourish in the years ahead? Baillie Gifford partne...

Baillie Gifford 22nd Jan 2024

Podcast

Baillie Gifford | The essential ingredients of growth investing

What are the characteristics of the companies set to flourish in the years ahead? Baillie Gifford partne...

Baillie Gifford 22nd Jan 2024

Partner Zone

The essential ingredients of growth investing

What are the characteristics of the companies set to flourish in the years ahead? Baillie Gifford partne...

Baillie Gifford 22nd Jan 2024

VIDEO

Fidelity International | Introducing Fidelity Multi Asset Allocator range

James Bird, National Development Associate Director, and Paul Nash, Investment Director, provide an overview of the Fidelity Multi Asset Allocator fund range. Paul also shares his knowledge into th...

Fidelity International 19th Jan 2024

Partner Zone

Why future leaders can deliver now

Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes review the attractive investment opportunity among global small and mid-caps as we enter a new year. They discuss...

Fidelity International 17th Jan 2024

Partner Zone

Outlook 2024

We are in the first stages of a dramatic regime change - from low inflation and ever declining interest rates to an investment landscape marked by greater economic volatility and the associated hig...

Fidelity International 17th Jan 2024

Partner Zone

Global Asset Allocation Insights - January 2024

Our Multi Asset team's views on which asset classes and markets are presenting the greatest opportunities and risks.

Fidelity International 17th Jan 2024

Partner Zone

Fixed Income Monthly - January 2024

The Fixed Income Monthly provides a forward-looking summary of the medium-term views from the Fidelity Fixed Income team.

Fidelity International 17th Jan 2024

Analysis & Opinion

The Week: Could it all go wrong?

After last year’s rally, markets have looked wobblier in January. Should investors be more cautious?

Adviser-Hub 17th Jan 2024

Partner Zone

Moderna: from Covid vaccines to cancer cures

Scottish Mortgage manager Tom Slater asks Moderna’s chief executive Stéphane Bancel what’s next for its cell-coding science, and how it could solve some of humanity’s most...

Baillie Gifford 16th Jan 2024

Business Toolkit

Tax planning insights and practical tips

With lots of changes to tax allowances and other regulations over the last year, Fidelity’s Paul Squirrell takes a high-level look at some of the main considerations for financial planners as...

Fidelity Adviser Solutions 16th Jan 2024

Partner Zone

Baillie Gifford | Moderna: from Covid vaccines to cancer cures

Scottish Mortgage manager Tom Slater asks Moderna’s chief executive Stéphane Bancel what’s next for its cell-coding science.

Baillie Gifford 16th Jan 2024

VIDEO

Baillie Gifford | Moderna: from Covid vaccines to cancer cures

Scottish Mortgage manager Tom Slater asks Moderna’s chief executive Stéphane Bancel what’s next for its cell-coding science.

Baillie Gifford 16th Jan 2024

Analysis & Opinion

Bond and equity markets

It has been a better year than many expected for financial markets, with bonds and equities making gains in 2023.

Adviser-Hub 16th Jan 2024

VIDEO

Bond and equity markets focus for 2024 – panel discussion video #3

Bond and equity markets have ended the year with a bang, as investors have started to worry less about inflationary pressures, but might they have got ahead of themselves on interest rate cuts?&nbs...

Adviser-Hub 15th Jan 2024

Analysis & Opinion

Major events for the year ahead

The trajectory of inflation and interest rates has dominated financial market movements over the past 12 months.

Adviser-Hub 15th Jan 2024

VIDEO

Challenges for the global economy in the year ahead – panel discussion video #2

A US recession has been long-anticipated, but could finally arrive in 2024. For the time being, the consensus is that it will be short-lived and shallow, but what happens if there is a more serious...

Adviser-Hub 14th Jan 2024

Analysis & Opinion

Interest rates and inflation

The trajectory of inflation and interest rates has dominated financial market movements over the past 12 months.

Adviser-Hub 12th Jan 2024

Analysis & Opinion

The Week: Is it really the year of the bond?

Asset allocators have teed up 2024 as the year of the bond, but it is not a one-way street.

Adviser-Hub 11th Jan 2024

Partner Zone

The wisdom of Wonko the Sane

Wonko the Sane, a character in a Douglas Adams novel, summarised perfectly why challenging preconceptions can pay dividends.

Ninety One 11th Jan 2024

Partner Zone

American Franchise

Looking beyond the top line – it’s the quality of revenue that matters, not the quantity.

Ninety One 11th Jan 2024

Analysis & Opinion

Social: making sense of the ‘S’ in ESG

Social and environmental factors are often linked and shouldn’t be considered as part of separate silos, says Baillie Gifford.

Baillie Gifford 11th Jan 2024

Analysis & Opinion

Limiting carbon, not growth

Sustainability is much too big and important a topic to be confined only to equity investments.

Baillie Gifford 11th Jan 2024

Analysis & Opinion

Avoided emissions methodology

Why companies that can transform essential industries through innovative ideas will be fundamental to addressing climate change.

Baillie Gifford 11th Jan 2024

Analysis & Opinion

Financing the carbon transition with sustainable fixed income ETFs

Investing in sustainable fixed income ETFs can help contribute to achieving net zero.

Fidelity International 11th Jan 2024

Analysis & Opinion

The Investor's Guide to China: transition materials

Fidelity’s local team explores the critical role played by transition materials in developing and deploying clean energy technologies

Fidelity International 11th Jan 2024

Analysis & Opinion

Why future leaders can deliver now

Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes review the attractive investment opportunity among global small and mid-caps as we enter a new year.

Fidelity International 11th Jan 2024

Analysis & Opinion

Looking ahead to 2024

Walter Scott client investment manager George Dent shares his outlook on the key economies and considers some of the characteristics of businesses he thinks could differentiate themselves.

BNY Mellon Investment Management 11th Jan 2024

Analysis & Opinion

Fidelity’s Analyst Survey 2024: management move on from inflation worries

Fidelity’s annual Analyst Survey suggests that management teams have moved on from worrying about price pressures, with most analysts expecting cost inflation to ease over the next 12 months....

Fidelity International 10th Jan 2024

Analysis & Opinion

Back to the future: lessons from the past, insights for tomorrow

Whether it’s the rapid expansion of disruptive technologies or shifts in strategic relationships, change provides a wealth of investment opportunities, says Capital Group.

Capital Group 10th Jan 2024

VIDEO

Interest rates and inflation: where next? – panel discussion video #1

These two considerations have dominated financial market movements over the past 12 months. At the moment, investors are betting that the global economy will have a soft landing, but are there risk...

Adviser-Hub 10th Jan 2024

VIDEO

Baillie Gifford | Baillie Gifford Japanese Fund - what the market is missing

Investment manager Matthew Brett and investment specialist Thomas Patchett discuss the Baillie Gifford Japanese Fund and reflect on this year’s performance.

Baillie Gifford 8th Jan 2024

VIDEO

Baillie Gifford | Asia ex Japan - portfolio manager update

Baillie Gifford’s Roddy Snell and Ben Durrant share their current views and portfolio positioning for the Asia ex Japan strategy. They discuss why they believe this continues to be the most a...

Baillie Gifford 8th Jan 2024

Market Updates

Global updates: 2024: the year that rates come down?

Many – but not all – leading equity markets ended 2023 strongly, posting double-digit gains over the calendar year. In the US, the S&P 500 Index rose by 24.2% over 2023.

Adviser-Hub 8th Jan 2024

Market Updates

UK market review: UK ends 2023 with a whimper

Although UK equity markets ended December – and 2023 – in positive territory, their performance compared to most major overseas markets was relatively muted overall.

Adviser-Hub 8th Jan 2024

Market Updates

Market briefings looking back at December

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

Adviser-Hub 8th Jan 2024

Podcast

Fidelity International | The Investor's Guide to China podcast: Transition materials

Fidelity’s local team explores the critical role of transition materials in developing and deploying clean energy technologies.

Fidelity International 5th Jan 2024

Podcast

abrdn | Fixed Income Explained: addressing uncertainty

What’s on the other side? Navigate bond markets in 2024 with the elp of abrdn’s podcast.

Aberdeen Investments 5th Jan 2024

Partner Zone

Back to the future: lessons from past, insights for tomorrow

Whether it’s the rapid expansion of disruptive technologies or shifts in strategic relationships, change provides a wealth of investment opportunities.

Capital Group 5th Jan 2024

Partner Zone

EMD outlook for 2024: Higher for longer US rates in a bifurcated EM universe

Capital Group outlines the global backdrop that emerging markets (EMs) can expect in 2024.

Capital Group 5th Jan 2024

Partner Zone

Outlook 2024

Prepare for changes in the investing climate, says Capital Group.

Capital Group 5th Jan 2024

Partner Zone

Fundamentals to be the differentiator

Fundamentals to be the differentiator: Ninety One’s Clyde Rossouw explains why he believes that the market will broaden from its narrow leadership, and stocks delivering consistent earnings a...

Ninety One 4th Jan 2024

Partner Zone

Balance sheet strength to prove

The US market extends beyond mega caps – Ninety One’s Paul Vincent delves into three sectors he will have his eye on in 2024.

Ninety One 4th Jan 2024

Partner Zone

Survival of the fittest

The UK has been a challenging place to manage long equity money recently, but things can change quickly. Ninety One’s Ben Needham explains why there are opportunities across the market cap sp...

Ninety One 4th Jan 2024

Partner Zone

Tight monetary policy to hamper growth

Central banks have raised interest rates in a bid to curb inflation and the consequence is slowing growth. Ninety One’s Iain Cunningham spells out the implications.

Ninety One 4th Jan 2024

Partner Zone

It’s time to rethink fixed income

With interest rates set to remain higher for longer, are the same rules that have applied for the past few decades still in play or is a different approach needed?

Ninety One 4th Jan 2024

Partner Zone

What the market is getting wrong

Macro worries have created a useful entry point into natural resource equities. This part of the stock market is often misunderstood, presenting value opportunities for selective investors.

Ninety One 4th Jan 2024

Analysis & Opinion

The Week: Tech or no tech in 2024?

Can big tech keep its crown in the year ahead? The recent rally may have started markets down a different path.

Adviser-Hub 3rd Jan 2024

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