Adviser-Hub articles

abrdn_amedollarsa 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

abrdn_globala 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

abrdn_eurate1a 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

abrdn_apac2a 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

abrdn_emmk3a 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

abrdn_privmk4a 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

abrdn_divid5a 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

abrdn_southafr6a 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

abrdn_centralbk7a 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

fil_evoland524a 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

bny_geop524a 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

abrdn_mmolkmay24a 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

nineo_gilt30524a 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

abrdn_invret30524a 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

cg_season 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

cg_bigtech 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

cg_focsid 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

bg_growthg 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?

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

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

bnyeurochampa 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

fil_qualinca 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

bg_invinnova 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

nineo_susuba 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

ninety_asmla 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

nineo_usfrana 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

nineo_ballota 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

cgrp_esgradara 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

abrdn_asiaengya 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

bny_fixedinc 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

ninety_imfa 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

abrdn_invstasiaa 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

ninety_asmla 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

cp_healta 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

bg_upfrontsix 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

cg_esg10524a 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

abrdn_esg10524a 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

abrdn_esgev10524a 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

abrdn_pivesg10524a 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

ninety_dralphaa 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

ninety_vala 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

ninety_allnotha 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

fil_chartrm9524a 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

bny_asian9524a 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

ninety_dralphaa 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

ninety_vala 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

ninety_allnotha 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

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