Adviser-Hub articles

Partner Zone

Baillie Gifford Positive Change Fund: Impact Report

In this seventh annual impact report, we show how the companies we invest in are addressing some of the world’s biggest challenges across our four impact themes.

Baillie Gifford 31st Jul 2024

bg_impactrpa Partner Zone

Baillie Gifford Positive Change Fund: Impact Report

In this seventh annual impact report, we show how the companies we invest in are addressing some of the world’s biggest challenges across our four impact themes.

Baillie Gifford 31st Jul 2024

bg_positive30724a Analysis & Opinion

Positive Change: investor letter Q2 2024

Baillie Gifford’s investment specialist Rosie Rankin gives an update on the Positive Change Strategy covering Q2 2024.

Baillie Gifford 30th Jul 2024

fil_deforest30724a Analysis & Opinion

Using satellite technology to tackle deforestation

In 2023, to complement its thematic engagement on deforestation, Fidelity continued its participation in the satellite-based deforestation engagement programme led by Cardano (formerly ACTIAM) and...

Fidelity International 30th Jul 2024

abrdn_minea Analysis & Opinion

Future Minerals: why utility and scarcity make a winning union

Demand for ‘future minerals’ vital to the green transition is set to take off. Here’s the why, and how, you should consider playing the start of this new ‘super cycle’...

Aberdeen Investments 30th Jul 2024

abrdn_decarba Analysis & Opinion

Navigating the path to decarbonisation: the role of investors in sustainable growth

How can shareholders help companies on their net-zero journey? abrdn discusses its views.

Aberdeen Investments 30th Jul 2024

ninetyo_marketa Partner Zone

Understanding an increasingly concentrated market

The narrow leadership in global equities is unprecedented. It is also dangerous. Ninety One’s Clyde Rossouw explains why markets do not appear as healthy as the headlines suggest.

Ninety One 30th Jul 2024

ninetyo_ballota Partner Zone

The year of the ballot

More than 50 countries go to the polls in 2024 – with FX volatility likely, Ninety One has produced this piece to help investors navigate this year.

Ninety One 30th Jul 2024

ninetyo_quartreviewa Partner Zone

Quarter two in review

It was a mixed second quarter for capital markets, with various election results driving up volatility.

Ninety One 30th Jul 2024

Partner Zone

Whatever happened to the US recession?

In the not-too-distant past, the US was widely predicted to be heading for recession, but both its economic prospects and stock market have since surged ahead and confounded expectations. Maroun Yo...

Fidelity International 26th Jul 2024

Partner Zone

Will political change spark a resurgence in UK equities?

After years of underperformance, UK equities could be on the cusp of a much-needed revival in fortunes as the fundamental environment becomes more stable. Alex Wright, portfolio manager of Fidelity...

Fidelity International 26th Jul 2024

Partner Zone

Will French luxury win gold at the Olympics?

With visitors heading to Paris for this summer’s Olympics, which French companies stand to benefit? Marcel Stötzel, portfolio manager of the Fidelity European Fund and Fidelity European...

Fidelity International 26th Jul 2024

Partner Zone

Political stability will help reduce UK macro underperformance

Global Head of Macro & Strategic Asset Allocation Salman Ahmed outlines how Labour’s landslide general election victory has the potential to drive a notable shift in the UK macro landscap...

Fidelity International 26th Jul 2024

Partner Zone

Webcast: China Macro & Policy Insights: Controlled stabilisation

As the macro picture in China shows signs of incremental improvements, our locally-based team share their perspectives on how this is impacting the investment environment. They discuss how policy s...

Fidelity International 26th Jul 2024

Partner Zone

Back to the future for bonds

With Labour winning a commanding majority, it appears that we are back to the 1990s and early 2000s in terms of political regime change, and perhaps even for bond markets. Here, our UK fixed income...

Fidelity International 26th Jul 2024

Analysis & Opinion

The Week: UK turnaround?

It’s not the first time a turnaround has been flagged for the UK market, but this time, it could be different.

Adviser-Hub 25th Jul 2024

abrdn_masa Analysis & Opinion

Market view: Are M&As and buybacks about to drive markets?

Read abrdn’s latest thoughts on the potential impact of corporate activity on the direction of major stock markets around the world – is it a case of ‘good news’ or ‘b...

Aberdeen Investments 25th Jul 2024

cg_chinaa-1 Analysis & Opinion

Market view: Beyond China: exploring Asia's equity landscape

Capital Group equity portfolio manager Chris Thomsen discusses opportunities he is currently seeing across India, the Philippines, Vietnam and Indonesia.

Capital Group 25th Jul 2024

sm_lawrenceb VIDEO

Baillie Gifford | Scottish Mortgage manager insights: Lawrence Burns

Deputy manager Lawrence Burns discusses how various companies within the Scottish Mortgage portfolio are harnessing the power and potential of artificial intelligence. Capital at risk.

Baillie Gifford 25th Jul 2024

Partner Zone

Scottish Mortgage manager insights: Lawrence Burns

Deputy manager Lawrence Burns discusses how various companies within the Scottish Mortgage portfolio are harnessing the power and potential of artificial intelligence. Capital at risk.

Baillie Gifford 25th Jul 2024

nineone_asharesa Podcast

Ninety One | China A-shares are back

Ninety One’s Wenchang Ma and Joanna Yang, Portfolio Managers, sit down to discuss China A shares following a strong start to 2024.

Ninety One 24th Jul 2024

abrdn_hvymetala Podcast

abrdn | Commodities insights: from light rock to heavy metal

In the latest episode of abrdn’s Emerging Market Equities podcast, Ben Shrewsbury and Tiago Rodrigues join Nick Robinson to discuss commodities.

Aberdeen Investments 24th Jul 2024

cg_aifevera Partner Zone

AI fever: has it gotten too hot?

Investor enthusiasm for artificial intelligence has gripped the financial markets and shows no signs of loosening its hold.

Capital Group 24th Jul 2024

cg_electiona Partner Zone

Following key elections, where is Europe headed?

Capital Group political economist Talha Khan shares his views on the political shifts taking place across Europe and also discusses the upcoming US Presidential election and its potential impact on...

Capital Group 24th Jul 2024

cg_emefuturea Partner Zone

Emerging markets equities: what does the future hold?

Join portfolio managers Brad Freer and Arthur Caye as they discuss evolving dynamics in emerging market equities, and how investors should think about allocation to the asset class.

Capital Group 24th Jul 2024

cg_chinaa Partner Zone

Can China continue its EV dominance?

Capital Group investment analyst Jason Zhang discusses the key characteristics that make China so dominant in the EV space and whether the country can maintain its leading position in the face of g...

Capital Group 24th Jul 2024

PositiveChangeFundCitywire_103967_10047701_HOLDINGIMAGE VIDEO

Baillie Gifford | Positive Change: Embracing Opportunity

Investment specialist Rosie Rankin explains how the Baillie Gifford Positive Change Fund is driving sustainable and inclusive growth through strategic investments. Capital at ris...

Baillie Gifford 24th Jul 2024

Partner Zone

Positive Change: Embracing Opportunity

Investment specialist Rosie Rankin explains how the Baillie Gifford Positive Change Fund is driving sustainable and inclusive growth through strategic investments. Capital at ris...

Baillie Gifford 24th Jul 2024

Business Toolkit

Labour's possible pension changes - what chance they happen?

How might Labour change pensions and retirement savings? Fidelity Ed Monk explores some of the most talked-about potential changes.

Fidelity Adviser Solutions 22nd Jul 2024

ninety_chgmarkta VIDEO

Ninety One | Finding value in a changing market

Be wary of the ‘cyclical’ case for value: hoping the market will suddenly re-rate value stocks en masse. Instead, Ninety One says seize the ‘structural’ value opportunity: b...

Ninety One 18th Jul 2024

Partner Zone

Lessons from a time traveller

From the Industrial Revolution to today, past mistakes can guide us towards a sustainable future, says Prof Johan Schot. Dive into the concept of Deep Transitions and how this thinking can change s...

Baillie Gifford 18th Jul 2024

cg_fixedinca Partner Zone

Fixed Income Perspectives: macro and market insights

Capital Group’s perspective on how shifting expectations for rate cuts may impact bond yields, plus where to find relative value among bond sectors.

Capital Group 18th Jul 2024

ninety_chgmarkta Partner Zone

Finding value in a changing market

Be wary of the ‘cyclical’ case for value: hoping the market will suddenly re-rate value stocks en masse. Instead, Ninety One says seize the ‘structural’ value opportunity: b...

Ninety One 18th Jul 2024

Analysis & Opinion

The Week: UK dividends: buoyant growth

The UK market is a fertile hunting growth for dividend investors, but it could be worth looking beyond the FTSE 100.

Adviser-Hub 17th Jul 2024

Upfront 7 thumbnaila-1 VIDEO

Baillie Gifford | Upfront: Episode 7

Growth vs value - have the lines become blurred? Catch up on the conversation including a Q&A with Monks manager Spencer Adair and find out how quantum computing could be a superpower to rival...

Baillie Gifford 17th Jul 2024

Partner Zone

Upfront: Episode 7

Growth vs value - have the lines become blurred? Catch up on the conversation including a Q&A with Monks manager Spencer Adair and find out how quantum computing could be a superpower to rival...

Baillie Gifford 17th Jul 2024

sm_tomslater VIDEO

Baillie Gifford | Scottish Mortgage Manager Insights: Tom Slater

Manager Tom Slater explains why resiliency and capital efficiency will be rewarded, and what factors make him optimistic for future growth, with private companies on track to deliver. Capital at ri...

Baillie Gifford 16th Jul 2024

Partner Zone

Scottish Mortgage Manager Insights: Tom Slater

Manager Tom Slater explains why resiliency and capital efficiency will be rewarded, and what factors make him optimistic for future growth, with private companies on track to deliver. Capital at ri...

Baillie Gifford 16th Jul 2024

Analysis & Opinion

The Week: It’s the debt, stupid

Fund managers will often say that politics has little influence on financial markets, but with soaring debt levels, politics may matter more than usual. 

Adviser-Hub 11th Jul 2024

Partner Zone

Baillie Gifford Managed Fund: poised for growth

Interest rates and inflation rise and fall. Can a balanced investment approach perform regardless or did 2022 sound the death knell for this style?

Baillie Gifford 10th Jul 2024

Partner Zone

Scottish Mortgage on Starlink: closing the digital divide

Transforming global communications is just the start for Starlink’s satellite internet service, Claire Shaw, investment specialist for Scottish Mortgage Investment Trust, tells Jane Wakefield...

Baillie Gifford 9th Jul 2024

bg_starlinka Partner Zone

Scottish Mortgage on Starlink: closing the digital divide

Transforming global communications is just the start for Starlink’s satellite internet service, Claire Shaw, investment specialist for Scottish Mortgage Investment Trust, tells Jane Wakefield...

Baillie Gifford 9th Jul 2024

Partner Zone

Q3 Investment Outlook: easy does it

Henk-Jan Rikkerink, Fidelity’s Global Head of Solutions and Multi Asset, explores three key themes set to shape the global landscape as we move through Q3, and the investment implications.

Fidelity International 4th Jul 2024

Market Updates

Global updates: Fed holds steady for another month

In a landmark year – notable for the sheer number of elections around the world – share prices in Europe were knocked during June by French President Emmanuel Macron’s surprise an...

Adviser-Hub 3rd Jul 2024

Market Updates

UK market review: Inflation finally hits the target

Politics continued to garner headlines during June during the run-up to the General Election. Ahead of the election, however, the Institute for Fiscal Studies criticised the principal political par...

Adviser-Hub 3rd Jul 2024

Market Updates

Market briefings looking back at June

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

Adviser-Hub 3rd Jul 2024

fssa_propertya Analysis & Opinion

Unlocking the potential: listed property vs direct property

First Sentier Investors examine the case for having listed property as part of real asset portfolios, and highlight the investment opportunity in listed property as a complement to real asset portf...

FSSA Investment Managers 3rd Jul 2024

Analysis & Opinion

The Week: Ooh la la: trouble across the Channel

Macron’s ill-advised decision to call a snap election has plunged French politics – and its financial markets – into turmoil. 

Adviser-Hub 3rd Jul 2024

abrdn_myfolioteamsa VIDEO

abrdn | MyFolio TeamTalks

Justin Jones and Daniel Reynolds from abrdn’s Managed & Model Solution team discuss how MyFolio funds are making strategic changes for SDR, updating their SAA, and providing the latest up...

Aberdeen Investments 2nd Jul 2024

nineone_broada Partner Zone

Picture this: a broader horizon brings better value

A preference for quality has seen many high-yield investors flock to a part of the credit market that offers poor value. Those with flexibility to explore further afield can find higher-quality ass...

Ninety One 2nd Jul 2024

nineone_fivereaa 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 2nd Jul 2024

abrdn_china2724a Analysis & Opinion

China’s clean technologies: the risks and opportunities of oversupply

Clean technology is good for the climate – but what happens when supply outpaces demand?

Aberdeen Investments 2nd Jul 2024

abrdn_impact2724a Analysis & Opinion

Impact as a lens for equity return generation

abrdn looks at environmental opportunities within infrastructure and construction.

Aberdeen Investments 2nd Jul 2024

Partner Zone

Baillie Gifford on Japan: the next opportunity

From digitalisation and automation, to capitalising on the affluent markets of Asia and addressing the challenges of an ageing population. Find out the why Japan could be an attractive market for f...

Baillie Gifford 1st Jul 2024

bg_japana Partner Zone

Baillie Gifford on Japan: the next opportunity

From digitalisation and automation, to capitalising on the affluent markets of Asia and addressing the challenges of an ageing population. Find out the why Japan could be an attractive market for f...

Baillie Gifford 1st Jul 2024

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