articles from Adviser-Hub

Adviser-Hub articles

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

towfiqu-barbhuiya-jpqyfK7GB4w-unsplash (1)

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