Adviser-Hub articles

abrdn_china1724a VIDEO

abrdn | China: Game over? Think again

Are China’s best years behind it? We don’t think so. Slower growth doesn’t mean no growth. We unpack some of the reasons why China will remain a contender for years to come.

Aberdeen Investments 28th Jun 2024

Analysis & Opinion

The Week: The investment trust mega-merger

Alliance Trust and Witan are to merge, creating one of the largest UK-listed investment trusts. It could be a good deal for all sides. 

Adviser-Hub 27th Jun 2024

bny_phena Analysis & Opinion

Market view: volatile’: 'Phenomenally volatile': will markets remain choppy?

Walter Scott client investment manager George Dent considers why, in this uncertain macroeconomic environment, he thinks it is important to focus on companies with strong fundamentals.

BNY Mellon Investment Management 27th Jun 2024

abrdn_diversa Analysis & Opinion

Diversified assets: a new regime needs a fresh approach

The 60/40 portfolio is back – but where do we go from here? abrdn share their views and what it might mean for portfolios.

Aberdeen Investments 27th Jun 2024

hub-exclusives-banner-alternatives-34 Analysis & Opinion

Protecting yourself from financial scams

Financial scamming operations have become increasingly sophisticated and technological innovations have made it even harder to tell a scam from the real thing.

Adviser-Hub 27th Jun 2024

hub-exclusives-banner-alternatives-32 Analysis & Opinion

The Financial Services Compensation Scheme (FSCS)

The Financial Services Compensation Scheme (FSCS) covers all companies regulated by the Financial Conduct Authority (FCA) and the Prudential Regulatory Authority (PRA), including banks, building so...

Adviser-Hub 26th Jun 2024

Partner Zone

Baillie Gifford Managed Fund update webinar

Investment manager Iain McCombie joins client relationship manager David Rolland to discuss his current views and portfolio positioning for the Baillie Gifford Managed Fund. Capital at risk. <...

Baillie Gifford 25th Jun 2024

abrdn_realesta Partner Zone

Deepening global real estate diversification with dynamic logistics

abrdn explains why the logistics sector currently offers compelling value.

Aberdeen Investments 25th Jun 2024

cp_midyr24a Podcast

Midyear Outlook 2024: the new reality of investing

As investors, we must face up to a new reality of investing and consider fresh scenarios. What does this mean for the market outlook?

Capital Group 25th Jun 2024

cp_creditmksa Partner Zone

Why credit markets can keep running strong

Capital Group portfolio manager Damien McCann explains why he expects resilience to continue, and discusses the opportunities he sees in multi-sector credit portfolios.

Capital Group 25th Jun 2024

cp_mkkirstiesa Partner Zone

EMD Insights with Kirstie Spence

Capital Group CEO Mike Gitlin interviews EMD veteran Kirstie Spence, who explains how this asset class has evolved, and why she travels the world searching for investment opportunities.

Capital Group 25th Jun 2024

cp_threethemea Partner Zone

Three themes for a broadening market

After a strong rally in the first half of the year, stocks appear to be headed into the second half with a powerful tailwind and an even brighter outlook.

Capital Group 25th Jun 2024

Partner Zone

Scottish Mortgage: manager review

In shifting times, it’s more important than ever to stick to a long-term approach. Scottish Mortgage manager, Tom Slater discusses the Trust’s focus on resilient companies and innovativ...

Baillie Gifford 24th Jun 2024

bg_scotmanga Partner Zone

Scottish Mortgage: manager review

In shifting times, it’s more important than ever to stick to a long-term approach. Scottish Mortgage manager, Tom Slater discusses the Trust’s focus on resilient companies and innovativ...

Baillie Gifford 24th Jun 2024

VIDEO

Baillie Gifford | Baillie Gifford Managed Fund update webinar

Investment manager Iain McCombie joins client relationship manager David Rolland to discuss his current views and portfolio positioning for the Baillie Gifford Managed Fund. Capital at risk. <...

Baillie Gifford 24th Jun 2024

Analysis & Opinion

The Week: The manifestos are out

The major political parties made their pledges to the nation this week, but did they contain anything radical?

Adviser-Hub 20th Jun 2024

usfiscal20624a Analysis & Opinion

US fiscal consolidation? Not in 2025

Ninety One’s Dan Morgan discusses how US fiscal policy will continue to play an increasingly influential role and, as investors navigate a new policymaking world, he considers what they shoul...

Ninety One 20th Jun 2024

filbond20624a Analysis & Opinion

Understanding equity and bond correlations

Fidelity Multi Asset Portfolio Manager Chris Forgan discusses why some shared macroeconomic drivers don’t always influence equities and bonds in the same way, and how the relationship between...

Fidelity International 20th Jun 2024

bnyfireside20624a Analysis & Opinion

Fireside Chat: the benefits of active management in retirement

For those planning their retirement, BNY Investments’ Richard Parkin outlines the potential benefits of deploying active management into investment strategies.

BNY Mellon Investment Management 20th Jun 2024

fil_eudefo3a Analysis & Opinion

EU deforestation rules show biodiversity intent

Major new EU regulations on deforestation are being introduced later in 2024 that will force companies to trace their input materials. Fidelity explains why they believe these rules are a firm step...

Fidelity International 20th Jun 2024

abrdn_clibond4a Analysis & Opinion

Celebrating three years of abrdn’s Climate Transition Bond Strategy

Read this interview with managers Samuel Grantham and Thomas Leys.

Aberdeen Investments 20th Jun 2024

abrdn_climate5a Analysis & Opinion

Investing in the climate transition: bonds versus equities

abrdn explains why the influence bond investors wield shouldn’t be underestimated.

Aberdeen Investments 20th Jun 2024

abrdn_transition6a Analysis & Opinion

Transition trilemma: a reckoning for decarbonisation?

How can infrastructure help with the energy transition? abrdn explains.

Aberdeen Investments 20th Jun 2024

nione_usfiscla Partner Zone

US fiscal consolidation? Not in 2025

Multi-Asset team analyst Dan Morgan discusses how US fiscal policy will continue to play an increasingly influential role. As investors navigate a new policymaking world, he considers what they sho...

Ninety One 19th Jun 2024

nineo_impgrwa Partner Zone

The importance of earnings growth

Ninety One believes the market will begin focusing less on the ‘story’ component of investment cases, shifting attention back to companies’ earnings streams.

Ninety One 19th Jun 2024

nione_yrballta 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. Ninety One has produced this piece to help investors navigate this year: th...

Ninety One 19th Jun 2024

nione_easteua Partner Zone

Notes from the road: Central and Eastern Europe is ripe for relative-value investing

Ninety One’s Roger Mark shares insights gained from his recent trip to Central and Eastern Europe, where broad macroeconomic trends appear positive.

Ninety One 19th Jun 2024

Business Toolkit

The ‘£287,560’ cost of matching the State Pension

The State Pension has become an early battleground in the upcoming General Election, with the major parties diverging on their plans for the old age payment.

Fidelity Adviser Solutions 17th Jun 2024

Partner Zone

Scottish Mortgage: Quarterly Data Pack

Whilst we are long-term investors, our shareholders have expressed interest in more frequent portfolio updates. Our Quarterly Data Pack includes a comprehensive update on portfolio, performance and...

Baillie Gifford 17th Jun 2024

cp_indiaelca Partner Zone

Quick take: India’s general elections

India’s incumbent Prime Minister Narendra Modi secured a third term, but the race was tighter than expected, creating some uncertainty about the country...

Capital Group 14th Jun 2024

cp_uspowrsa Partner Zone

Economic outlook: US powers global growth

The United States, flexing its muscles as the world’s largest economy, is once again serving the critical role of global growth engine.

Capital Group 14th Jun 2024

abrdn_myfolio_vidimga VIDEO

abrdn | MyFolio Index Five questions in five minutes

Watch Justin Jones and Daniel Reynolds from abrdn’s Managed & Model Solution team answer five quick questions in five minutes, covering investment process, philosophy, and background.

Aberdeen Investments 13th Jun 2024

nineo_impgrwa Analysis & Opinion

The importance of earnings growth

Ninety One believes the market will begin focusing less on the ‘story’ component of investment cases, shifting attention back to companies’ earnings streams.

Ninety One 13th Jun 2024

abrdn_estatea Analysis & Opinion

European residential real estate - time to live a little

What lies ahead for the European living sector? abrdn discusses the opportunities.

Aberdeen Investments 13th Jun 2024

Analysis & Opinion

The Week: Europe: political uncertainty outweighs rate cuts

European markets had been set to accelerate, but political tensions may halt their progress. 

Adviser-Hub 13th Jun 2024

Business Toolkit

An overview of the LTA replacement legislation

Fidelity Adviser Solutions’ Paul Squirrell runs through the three new allowances, how they work and the payments that are tested against them.

Fidelity Adviser Solutions 10th Jun 2024

Analysis & Opinion

The Week: Can the election change the trajectory of UK growth?

As Labour and the Conservatives battle their way to the polls, can either party boost economic growth in the UK?

Adviser-Hub 6th Jun 2024

Market Updates

Global updates: It depends on the data

Despite the prospect of ‘higher-for-longer’ interest rates, US equity markets rebounded in May, boosted by a strong performance from the technology sector.

Adviser-Hub 6th Jun 2024

Market Updates

UK market review: UK heads for the ballot box

The UK was placed on an election footing during May as Prime Minister Rishi Sunak announced a snap General Election. UK voters will head to the polls on 4 July. Although the announcement was unexpe...

Adviser-Hub 6th Jun 2024

Market Updates

Market briefings looking back at May

A selection of articles, written by our expert investment writers that cover the markets looking back through May.

Adviser-Hub 6th Jun 2024

Partner Zone

Scottish Mortgage’s Lawrence Burns on artificial intelligence

Could AI be as groundbreaking as the printing press was? Scottish Mortgage deputy manager Lawrence Burns explores AI's transformative power and investment potential. Capital...

Baillie Gifford 6th Jun 2024

fssa_biodivera Analysis & Opinion

An explainer on nature and biodiversity

First Sentier’s article focuses on three of the Principal Adversity Impact indicators (PAIs) relating to Biodiversity Areas, Emissions to Water, and Hazardous and Radioactive Waste.

FSSA Investment Managers 5th Jun 2024

bg_responsibfsa Analysis & Opinion

Baillie Gifford Responsible Investing Breakfast

An insight into the critical role of responsible investing...

Baillie Gifford 5th Jun 2024

fil_esgsurvya Analysis & Opinion

ESG Analyst Survey: between targets and transition

More and more companies are falling behind in their effort...

Fidelity International 5th Jun 2024

abrdn_wesodaa Analysis & Opinion

Sustainable development goals in action: West East Soda

abrdn recently visited several firms in Türkiye, including this standout in the industrial space. Here’s what they learned.

Aberdeen Investments 5th Jun 2024

cg_bigtech Analysis & Opinion

Climate Transition Bonds: seven sustainable investing takeaways

abrdn share their thoughts after four years of climate investing.

Aberdeen Investments 5th Jun 2024

nineo_1a Partner Zone

Notes from the road: a new phase for China’s property market

Read Ninety One’s latest views following a recent research trip across China.

Ninety One 5th Jun 2024

nineo_2a Partner Zone

Beyond correlations: real considerations for alternatives

Correlation is often seen as the holy grail of investors – however, as Ellie Clapton and Jason Borbora-Sheen discuss in this video, a singular focus on correlation can be misguided.

Ninety One 5th Jun 2024

nineo_3a Partner Zone

A role for EM sovereign debt after a decade of US high yield dominance

The US high yield market’s relatively allure has increased, but the caveat ‘past performance is not a reliable indicator of future returns’ is particularly valid in this case.

Ninety One 5th Jun 2024

nineo_4a Partner Zone

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 5th Jun 2024

nineo_amerifrana VIDEO

Ninety One | American Franchise: looking beyond the top line

Watch Joseph Knight and William Nott from the Ninety One Quality team discuss why it is the quality of revenue that matters, not the quantity.

Ninety One 4th Jun 2024

Partner Zone

Scottish Mortgage’s Lawrence Burns on artificial intelligence

Could AI be as groundbreaking as the printing press was? Scottish Mortgage deputy manager Lawrence Burns explores AI's transformative power and investment potential. Capital...

Baillie Gifford 4th Jun 2024

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