articles from Adviser-Hub

Adviser-Hub articles

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

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 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

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