Adviser-Hub articles

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

karan-bhatia-ib7jwp7m0iA-unsplash 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

noaa-PkHsrwNOfBE-unsplash 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

nick-fewings-6aapTQNjbP4-unsplash 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

SM Climeworks image 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

rafael-albornoz-WHY_c8sxghg-unsplash 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

lisha-riabinina-uxOzaTN3SYM-unsplash 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

k-x-i-t-h-v-i-s-u-a-l-s-nYq3nW9Z9ok-unsplash 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

li-yang-5h_dMuX_7RE-unsplash 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

darya-jum-TMtLp0q2p-0-unsplash 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

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

hub-exclusives-banner-alternatives-34 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

none_medicinea 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

abrdn_sustaina-1 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

ninety_firewatera 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

bg_drugsa 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

bg_climeworks 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

cpgrp_bank24a 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

bg_compounda 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

abrdnsprepricea 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

ninone_med 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

ninone_cash7224a 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

ninone_pict 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

fil_cleanengya 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

hub-exclusives-banner-alternatives-32 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

fil_homebiasa 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

cg_roblvlacea 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

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