Adviser-Hub articles

fil_ukvaluea_vid 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

cg_roblvlacea 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

cpg_fxdinca Partner Zone

Fixed Income Perspectives

Quarterly macro and market insights from Capital Group’s fixed income team.

Capital Group 30th Jan 2024

cg_dovoppa Partner Zone

A dovish Fed could unlock opportunity …

… some caution is warranted, says Capital Group.

Capital Group 30th Jan 2024

cg_bondsa 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

cp_aioppsa 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

fil_richpka 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

abrdnhorizona 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

abrdn_lotusbla 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

hub-exclusives-banner-alternatives-3 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

abrdn_myfolioa 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

bny_mgsustinstrtga 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

bg_sustinvesta 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

abrdn_sustaina 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

abrdnhorizona 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

walscott 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

mk_valueuka 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

nyon_lgyena 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

nyon_gbfixeda 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

cgp_5investa 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

cpgp_tomrrwinova Partner Zone

Tomorrow’s innovation, today’s opportunities

Innovation remains a critical driver for success today.

Capital Group 23rd Jan 2024

cgp_usrecessa Partner Zone

The US avoided recession last year

What comes next?

Capital Group 23rd Jan 2024

bg_ingrgrowth 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

bg_ingrgrowth 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

FIL_AllocatorMAY22 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

bg_mordernaa 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

sm_podcast_ep4_imga 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

ah_3vid15124a 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

ah_2vid15124a 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

no_wonko11124a 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

no_amercfana 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

bg_esgs120124a 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

bg_lmtcarbon12124a 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

bg_emethod12124a 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

fil_etf12124a 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

filchina5124a 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

fil_leadersdeliva 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

bny_lkahead2024a 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

fil_analsurveya 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

cg_bkfut5124a 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

ah_domint10124a 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

Japan webinar 1223 imaga 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

Asia ex Japan 1223imga 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

filchina5124a 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

abrdn_fixinc5124a 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

cg_bkfut5124a 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

cg_emd5124a 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

cg_outlk5124a Partner Zone

Outlook 2024

Prepare for changes in the investing climate, says Capital Group.

Capital Group 5th Jan 2024

nn_funddiff1a 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

nn_balshta 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

nn_survivala 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

notightmona 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

no_timetka 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

no_whtmkwrga 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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