Adviser-Hub articles

Analysis & Opinion

The Week: Budget 2024: bond market nerves

Since the Liz Truss debacle, chancellors have lived in fear of the bond market. Has Rachel Reeves kept it sweet?

Adviser-Hub 31st Oct 2024

Analysis & Opinion

Budget 2024: fixing the foundations?

In Labour’s first Budget since 2010, Chancellor of the Exchequer Rachel Reeves announced £40 billion-worth of higher taxes alongside increased investment in health, education, defe...

Adviser-Hub 31st Oct 2024

fil_mkrally310124 Analysis & Opinion

Market view: Why Fidelity believes there is still life in the UK market rally

With UK equities trading at their most attractive levels, strong corporate earnings, and an improving domestic economy, it’s time to capitalise on the significant upside potential still on of...

Fidelity International 31st Oct 2024

nione_mac311024 Analysis & Opinion

MAC mechanics: under the bonnet of Ninety One’s Multi-Asset Credit Strategy

Ninety One believes that the case for adopting a dynamic approach to portfolio construction across a broad investment universe has never been clearer.

Ninety One 31st Oct 2024

hub-exclusives-banner-alternatives-35 Analysis & Opinion

Public Enemy were right: don’t believe the hype

Momentum has been a popular investment strategy in recent years, but glory hunting is likely to result in high costs and mediocre returns. Schroders examines data showing the perils of chasing past...

Adviser-Hub 30th Oct 2024

cg_japan241024 Partner Zone

Where to invest as interest rates decline

Don’t let uncertainty get in the way of your long-term investment goals, says Capital Group – here are five opportunities to consider as the Fed pivots to interest rate cuts.

Capital Group 29th Oct 2024

ninety_podcsta Podcast

Ninety One | Keep active in a bearish oil market

Prospects for oil appear positive on a five-year view; however, demand worries and supply growth suggest a bearish outlook in 2025 – Ninety One’s Paul Gooden explains there are still op...

Ninety One 29th Oct 2024

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abrdn Investments | Private credit: investment grade opportunities

abrdn’s Vivian Tang and Martin Barnewell discuss their views on private credit investment grade opportunities while highlighting the growth of the asset class since the 2008 financial crisis....

Aberdeen Investments 29th Oct 2024

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What to expect between Election Day and the inauguration

If past trends are any indication, 5 November could be just the beginning, says Capital Group.

Capital Group 29th Oct 2024

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The rise of AI and ESG

AI is touching almost every corner of the global economy – but what are the implications for ESG issues?

Capital Group 29th Oct 2024

Business Toolkit

Cybersecurity – six simple steps to help protect your firm

Fidelity’s Risk and Security expert’s Katie Beecroft gives a brief outline of some of the cyber threats that you might encounter.

Fidelity Adviser Solutions 28th Oct 2024

Analysis & Opinion

The Week: UK dividend drop: a worrying sign?

UK dividends are down, with weakness in the mining sector, the strength of sterling and a preference for share buybacks weighing on returns. 

Adviser-Hub 24th Oct 2024

cg_japan241024 Analysis & Opinion

Where to invest as interest rates decline

Don’t let uncertainty get in the way of your long-term investment goals, says Capital Group – here are five opportunities to consider as the Fed pivots to interest rate cuts.

Capital Group 24th Oct 2024

fil_equity241024 Analysis & Opinion

The case for equity market neutral strategies in five charts

Fidelity's absolute return strategy can help investors diversify and enhance equity return drivers in an environment in which macroeconomic and market volatility are elevated.

Fidelity International 24th Oct 2024

abrdn_outlk231024 Partner Zone

Q4 investment outlook introduction and house view on asset classes

In abrdn’s latest Investment Outlook we provide our latest house view, our scenarios around the US presidential election and a series of topical perspectives from our asset class experts.

Aberdeen Investments 23rd Oct 2024

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abrdn Investments | The start of a new real estate cycle?

abrdn reviews substantial re-pricing risk now in the rear-view mirror, now could be an opportune time to start thinking about your clients’ real estate allocations.

Aberdeen Investments 23rd Oct 2024

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Introducing Ninety One’s Sovereign Biodiversity Index

Ninety One presents an index that provides a quantitative way for investors to assess nature and biodiversity risks at the national level.

Ninety One 22nd Oct 2024

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Positive Change: investor letter Q3 2024

Baillie Gifford’s Positive Change team shares insights on Q3 2024, covering the strategy's recent performance, portfolio adjustments, and market influences.

Baillie Gifford 22nd Oct 2024

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To COP16 and beyond

COP16 will focus on resource mobilisation and the implementation of the GBF that aims to halt and reverse biodiversity loss by 2030 – Fidelity tells us more.

Fidelity International 22nd Oct 2024

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Decent work: a new framework for investors

What is decent work and what’s the issue? abrdn’s latest research paper shows why ‘decent work’ matters, and highlights the investment risks and opportunities.

Aberdeen Investments 22nd Oct 2024

ninety_podcsta Partner Zone

Keep active in a bearish oil market

Prospects for oil appear positive on a five-year view; however, demand worries and supply growth suggest a bearish outlook in 2025. Ninety One’s Paul Gooden explains there are still opportuni...

Ninety One 22nd Oct 2024

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Notes from the road: why investors should take heart from a ‘sober’ gold-sector gathering

Gold is at record highs, yet attendance at the biggest annual gold-industry conference was well below average, which says something useful about sentiment and what investors can expect, says Ninety...

Ninety One 22nd Oct 2024

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The road ahead for equities

What direction could equity markets take from here? Will they continue on a narrow path - led by large-cap tech stocks - or is there potential for a wider range of opportunities?

Capital Group 22nd Oct 2024

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Baillie Gifford | Why now for corporate credit?

Catch up on the conversation between Cherry Reynard and Baillie Gifford’s head of credit Lesley Dunn in episode 8 of Upfront as they delve into recent market volatility.

Baillie Gifford 21st Oct 2024

Partner Zone

Why now for corporate credit?

Catch up on the conversation between Cherry Reynard and Baillie Gifford’s head of credit Lesley Dunn in episode 8 of Upfront as they delve into recent market volatility.

Baillie Gifford 21st Oct 2024

Business Toolkit

Why the 4% rule shouldn’t be ‘the tail that wags the dog’

Reliance on a single figure is overly simplistic. The recent FCA thematic review of retirement advice questioned whether a single rate, that doesn’t reflect individual circumstances, is appro...

Fidelity Adviser Solutions 21st Oct 2024

Partner Zone

Identifying quality across Asia

Nitin Bajaj, portfolio manager for Fidelity Asian Values PLC, discusses his approach to identifying opportunities across Asia and how he is always looking to find quality businesses with strong fun...

Fidelity International 18th Oct 2024

Partner Zone

Do US elections matter for stock returns?

Baillie Gifford explores what the past tells us about a new US president’s impact on growth companies.

Baillie Gifford 18th Oct 2024

Partner Zone

Why growth investors can't ignore China

China’s electric car, battery and other advanced manufacturers are on the rise – Baillie Gifford tells us more.

Baillie Gifford 18th Oct 2024

Partner Zone

Navigating the bond landscape

Bonds offer a unique blend of diversification and potential returns. How does the Baillie Gifford Managed Fund capitalise on this? Manager Steven Hay explains.

Baillie Gifford 18th Oct 2024

Partner Zone

DC views: how to achieve better member outcomes

Baillie Gifford explores the UK DC market, discussing frustrations around cost and investment constraints, and how better member outcomes can be achieved.

Baillie Gifford 18th Oct 2024

Partner Zone

Future stocks

Discover which three stocks have caught the eyes of Baillie Gifford’s investment specialists.

Baillie Gifford 18th Oct 2024

Partner Zone

Income investing in a cooling inflationary environment

Portfolio manager Talib Sheikh provides an update on recent positioning moves within Fidelity’s multi asset income range, highlighting the increased exposure to defensive quality income equit...

Fidelity International 18th Oct 2024

Partner Zone

Exploring a different take on global equities investing

Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes explore how the global small and mid-cap segment offers investors attractive sources of diversification and return...

Fidelity International 18th Oct 2024

Analysis & Opinion

The Week: is China back?

Chinese market for almost as long as they’ve been calling a recovery in the UK. After a big stimulus package and a rally in share prices, is that recovery finally here?

Adviser-Hub 17th Oct 2024

abrdn_multiasset Analysis & Opinion

Market view: Multi asset: why your bonds may finally excel in your portfolio

Bonds are making a comeback and abrdn examines how bond market dynamics are shifting and what it could mean for you.

Aberdeen Investments 17th Oct 2024

Partner Zone

Scottish Mortgage in conversation with Wise CEO

Kristo Käärmann, co-founder of digital payments platform Wise, tells Scottish Mortgage’s Lawrence Burns how a customer-centric approach is helping revolutionise global money movemen...

Baillie Gifford 17th Oct 2024

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Four AI bottlenecks could bolster old-economy companies

Certain resource constraints could prevent AI growth rates from meeting lofty expectations, but the bottlenecks might not be where you expect, says Capital Group.

Capital Group 17th Oct 2024

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Baillie Gifford | Scottish Mortgage: Why invest in private companies?

The Scottish Mortgage team explains why investing in private companies gives shareholders access to the most innovative and unique growth opportunities globally.

Baillie Gifford 16th Oct 2024

Partner Zone

Scottish Mortgage: Why invest in private companies?

The Scottish Mortgage team explains why investing in private companies gives shareholders access to the most innovative and unique growth opportunities globally.

Baillie Gifford 16th Oct 2024

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Ninety One | Macroscope: US yield curve dis-inversion: what does it mean and how to trade it

Alex Holroyd-Jones, portfolio manager in Ninety One’s Multi-Asset team, discusses whether the current US yield curve is a predictor of an upcoming recession or a stronger outlook, and why it...

Ninety One 15th Oct 2024

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Baillie Gifford | Why growth investors can't ignore China

China’s electric car, battery and other advanced manufacturers are on the rise – Baillie Gifford tells us more.

Baillie Gifford 15th Oct 2024

Business Toolkit

The advice sector’s future – practitioners’ hopes and fears

Download this year’s report to find out practitioners’ views on their firms’ prospects for growth, what impact AI may have on their businesses and what they’d like to see fr...

Fidelity Adviser Solutions 15th Oct 2024

abrdn_empower151024 Partner Zone

Empowering future generations

abrdn’s commitment to long-term financial wellbeing, via tools and knowledge for long-term savings and investments to prepare future generations for retirement. 

Aberdeen Investments 15th Oct 2024

abrdn_fixedinc151024 Partner Zone

abrdn publishes Fixed Income Engagement Roadmap

abrdn addresses the gap in active ownership global bond market by aiming to enhance bondholder stewardship practices.

Aberdeen Investments 15th Oct 2024

cpg_asean151024 Partner Zone

Taking a broader look at Asia: the ASEAN opportunity

In the wake of China and India’s dominance, smaller ASEAN countries have slipped under the investment radar and valuations in select companies look increasingly attractive. 

Capital Group 15th Oct 2024

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Impact of US elections on emerging market currencies

Capital Group’s Jens Søndergaard examines what the outcome of the US election could mean for EM currencies through the impact on tariffs, sanctions, US fiscal policy, unorthodox econom...

Capital Group 15th Oct 2024

cpg_quick151024 Partner Zone

Quicker and more aggressive easing now expected from European Central Bank

With risks to growth building, Capital Group expects the ECB to bring forward cuts in its policy rate, meaning the easing cycle will likely be quicker and more aggressive than previously thought.&n...

Capital Group 15th Oct 2024

cpg_benjamin151024 Partner Zone

Welcome to the Benjamin Button economy

In the 2008 film The Curious Case of Benjamin Button, the title character ages in reverse – oddly enough, Capital Group’s Jared Franz thinks the US economy is doing something similar.

Capital Group 14th Oct 2024

ninone_macro141024-1 Partner Zone

Macroscope: US yield curve dis-inversion: what does it mean and how to trade it

Alex Holroyd-Jones, portfolio manager in Ninety One’s Multi-Asset team, discusses whether the current US yield curve is a predictor of an upcoming recession or a stronger outlook, and why it...

Ninety One 14th Oct 2024

sch_bonds141024 Partner Zone

Bonds back in focus

Ninety One’s Ellie Clapton and Jason Borbora-Sheen explore the resurgence of bonds as a viable investment class.

Ninety One 14th Oct 2024

Partner Zone

Baillie Gifford Managed Fund: navigating the bond landscape

Bonds offer a unique blend of diversification and potential returns. How does the Managed Fund capitalise on this? With a strategic mix of government and corporate bonds, the Managed Fund aims to o...

Baillie Gifford 14th Oct 2024

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Baillie Gifford | Future Stocks: Our best investment ideas in the US

What’s special about the US market? Baillie Gifford investment specialist Ben James shares what makes it stand out, highlighting DoorDash, The Trade Desk and CoStar as growth companies making...

Baillie Gifford 14th Oct 2024

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Baillie Gifford | Future Stocks: Our best impact investing ideas

Baillie Gifford investment specialist Rosie Rankin explains how Nubank, Xylem and Grab are addressing global challenges, while also generating investment returns. Capital at risk.

Baillie Gifford 14th Oct 2024

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Baillie Gifford | Future Stocks: Our best balanced investment ideas

Investment specialist Lucy Haddow explains how investments in salad restaurant Sweetgreen, car dealer Inchcape and low-cost airline Ryanair have benefitted Baillie Gifford’s balanced approach...

Baillie Gifford 14th Oct 2024

Partner Zone

Future Stocks: Our best investment ideas in the US

What’s special about the US market? Baillie Gifford investment specialist Ben James shares what makes it stand out, highlighting DoorDash, The Trade Desk and CoStar as growth companies making...

Baillie Gifford 14th Oct 2024

Partner Zone

Future Stocks: Our best impact investing ideas

Baillie Gifford investment specialist Rosie Rankin explains how Nubank, Xylem and Grab are addressing global challenges, while also generating investment returns. Capital at risk

Baillie Gifford 14th Oct 2024

Partner Zone

Future Stocks: Our best balanced investment ideas

Investment specialist Lucy Haddow explains how investments in salad restaurant Sweetgreen, car dealer Inchcape and low-cost airline Ryanair have benefitted Baillie Gifford’s balanced approach...

Baillie Gifford 14th Oct 2024

nineo_mknature111024 Analysis & Opinion

Making nature count: an investor’s perspective

Ninety One’s Stephanie Niven discusses a new way of managing nature risks from the earliest stages of construction and infrastructure projects.

Ninety One 11th Oct 2024

fil_esgreg111024 Analysis & Opinion

European ESG Regulatory Update - October 2024

Fidelity’s sustainability team provides an overview of the latest developments across the ESG regulatory landscape and outlines the implications for investors.

Fidelity International 11th Oct 2024

Analysis & Opinion

The Week: cost disclosure: investment trusts bounce back

The regulator has resolved the problems around cost disclosure for investment trusts, but platforms still have concerns. 

Adviser-Hub 10th Oct 2024

fil_chinpolicy101024 Analysis & Opinion

Chinese policy crosses the Rubicon – what now?

A decisive policy pivot – in the form of a fiscal boost – has seen China’s equity market escape its trough – Fidelity’s team assesses whether investors should believe...

Fidelity International 10th Oct 2024

sch_dcviews101023 Analysis & Opinion

DC views: how to achieve better member outcomes

Baillie Gifford explores the UK DC market, discussing frustrations around cost and investment constraints, and how better member outcomes can be achieved.

Baillie Gifford 10th Oct 2024

abrdn_bbfxedin101024 VIDEO

abrdn | Breakfast briefing: Fixed Income - Time for outcome-based?

Investors often hold cash for yield and liquidity. Mark Munro and Paul Mehta discuss Global Fixed Income Funds that offer attractive yields and mitigate volatility amidst falling cash yields.

Aberdeen Investments 10th Oct 2024

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abrdn | abrdn UK Smaller Companies Fund Update - August 2024

Abby Glennie, Deputy Head of Smaller Companies, provides an update on performance, activity and outlook on the abrdn UK Smaller Companies Fund.

Aberdeen Investments 10th Oct 2024

abrdn_smllcom101024 Partner Zone

abrdn UK Smaller Companies Fund Update - August 2024

Abby Glennie, Deputy Head of Smaller Companies, provides an update on performance, activity and outlook on the abrdn UK Smaller Companies Fund.

Aberdeen Investments 10th Oct 2024

Partner Zone

Income investing in a cooling inflationary environment

Portfolio manager Talib Sheikh provides an update on recent positioning moves within Fidelity’s multi asset income range, highlighting the increased exposure to defensive quality income equit...

Fidelity International 10th Oct 2024

abrdn_bbfxedin101024 Partner Zone

Breakfast briefing: Fixed Income - Time for outcome-based?

Investors often hold cash for yield and liquidity. Mark Munro and Paul Mehta discuss Global Fixed Income Funds that offer attractive yields and mitigate volatility amidst falling cash yields.

Aberdeen Investments 10th Oct 2024

Market Updates

Global updates: US markets surge to new highs

Equity markets dipped early in September, dragged lower by concerns about the outlook for the US economy that were compounded by disappointing employment data and sharp declines in technology share...

Adviser-Hub 9th Oct 2024

Market Updates

UK market review: Political concerns hit sentiment

Concerns over the possible measures contained in the new Labour Government’s Autumn Budget – which is scheduled to take place on 30 October.

Adviser-Hub 9th Oct 2024

Market Updates

Market briefings looking back at September

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

Adviser-Hub 9th Oct 2024

Partner Zone

Japan: opportunities in automation

Investment manager Donald Farquharson explores Japan's automation revolution, highlighting the country’s expertise in robot development and key industry leaders.

Baillie Gifford 9th Oct 2024

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Baillie Gifford | Japan: opportunities in automation

Investment manager Donald Farquharson explores Japan's automation revolution, highlighting the country’s expertise in robot development and key industry leaders.

Baillie Gifford 9th Oct 2024

ninone_macro141024-1 Partner Zone

US yield curve dis-inversion: what it means and how to trade it

Ninety One’s Alex Holroyd-Jones discusses whether the current US yield curve is a predictor of an upcoming recession or a stronger outlook, and why it should continue steepening.

Ninety One 8th Oct 2024

Partner Zone

Fund in Five: Fidelity Sterling Corporate Bond Fund

Ian Fishwick, lead manager of the Fidelity Sterling Corporate Bond Fund, discusses why a combination of falling interest rates, and an attractive starting level of yield, are increasing the investm...

Fidelity International 8th Oct 2024

Partner Zone

Bond correlations normalise, but will it hold?

The equity-bond correlation has turned negative and it seems that bonds can perform a hedging role once again – however, it’s the context that matters, says Fidelity.

Fidelity International 7th Oct 2024

Partner Zone

China: finding the new shoots of growth

International investors are sceptical, but Baillie Gifford believes that, below the surface, China’s government and companies are laying the foundations for the next growth phase.

Baillie Gifford 7th Oct 2024

Partner Zone

The importance of focus

Baillie Gifford’s Brogan Harris explains why focus and patience are crucial elements when investing and identifying growth companies.

Baillie Gifford 7th Oct 2024

Partner Zone

Why quality matters in Europe

Fidelity’s Sam Morse and Marcel Stötzel explain why a focus on high-quality companies with strong balance sheets and sustainable dividend growth can continue to drive attractive long-ter...

Fidelity International 7th Oct 2024

Partner Zone

Fed goes big but volatility ahead

Labour market fragility pushed the Fed into more aggressive action, but what it does next hangs in the balance. Fidelity’s Salman Ahmed explores the reasons behind the cut and its implication...

Fidelity International 7th Oct 2024

Partner Zone

US exceptionalism could continue but diversification remains key

One of the most consistent themes over the past 15 years has been the outperformance of US equities – Fidelity explores why they have been so successful and whether the trend will continue.

Fidelity International 7th Oct 2024

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Fidelity International | Fund in Five: Fidelity Sterling Corporate Bond Fund

Ian Fishwick, lead manager of the Fidelity Sterling Corporate Bond Fund, discusses why a combination of falling interest rates, and an attractive starting level of yield, are increasing the investm...

Fidelity International 7th Oct 2024

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Fidelity International | Fund in Five: Fidelity Short Dated Corporate Bond Fund

Kris Atkinson, discusses the factors in the market which are boosting the appeal for the asset class. He shares why by focusing on those credits where there is a story behind them, the fund looks t...

Fidelity International 7th Oct 2024

cp_jemerson41024a VIDEO

Capital Group | John Emerson on the US election run in

Geopolitical analyst and vice chair of Capital Group John Emerson shares his insights on the upcoming US Presidential election. He discusses key factors to watch, the potential outcomes, and how in...

Capital Group 4th Oct 2024

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Capital Group | Fed insights webinar: Post-meeting analysis and market impact

Fixed income portfolio manager Timothy Ng and economist Jared Franz delve into the Federal Reserve’s recent action and analyse potential implications for interest rates, broader fixed income...

Capital Group 4th Oct 2024

Analysis & Opinion

The Week: tax changes and UK small caps

The small cap recovery is on pause while investors wait for the October budget.

Adviser-Hub 3rd Oct 2024

cgpbenjb31024a Analysis & Opinion

Welcome to the Benjamin Button economy

In the 2008 film The Curious Case of Benjamin Button, the title character ages in reverse – oddly enough, Capital Group’s Jared Franz thinks the US economy is doing something similar.

Capital Group 3rd Oct 2024

filqualmatt31024a Analysis & Opinion

Why quality matters in Europe

Fidelity’s Sam Morse and Marcel Stötzel explain why a focus on high-quality companies can continue to drive attractive long-term returns for investors in Europe.

Fidelity International 3rd Oct 2024

nineo_bondsfcus31024a Analysis & Opinion

Bonds back in focus

Ninety One’s Ellie Clapton and Jason Borbora-Sheen explore the resurgence of bonds as a viable investment class.

Ninety One 3rd Oct 2024

Partner Zone

Introducing Fidelity’s guide to investing in the energy transition

The breadth and implications of the energy transition reveal a lot for investors to consider, so Fidelity has compiled a practitioner's guide to some of the key topics.

Fidelity International 3rd Oct 2024

Partner Zone

Beyond Silicon Valley

The US’s most exciting and transformative companies are increasingly spread across thriving centres of innovation – discover how Scottish Mortgage maps the US’s new economic geogr...

Baillie Gifford 3rd Oct 2024

cgp_johnem21023a Partner Zone

John Emerson on the US election run

John Emerson, geopolitical analyst and vice chair of Capital Group, shares his insights on the upcoming US Presidential election, including key factors to watch, potential outcomes, and how investo...

Capital Group 2nd Oct 2024

cgp_fed21024a Partner Zone

Fed insights webinar: post-meeting analysis and market impact

Capital Group fixed income portfolio manager Timothy Ng and economist Jared Franz delve into the Federal Reserve’s recent action and analyse potential implications for interest rates, broader...

Capital Group 2nd Oct 2024

cgp_stock21024a Partner Zone

Has stock market concentration reached a tipping point?

Capital Group believes that hyperconcentration in the US stock market may be nearing a peak.

Capital Group 2nd Oct 2024

cgp_conflu21024a Partner Zone

A confluence of change: how to thrive on generational shifts in the global economy

Following events that began to unfold in 2022, Capital Group believes we are now in a market cycle marked by structurally higher interest rates, more volatile inflation, and elevated geopolitical t...

Capital Group 2nd Oct 2024

abrdn_ballots11024a Podcast

abrdn Investments | Ballots that surpass borders: how will the US election shape emerging markets?

In the latest episode of abrdn’s Emerging Markets Equities podcast, Nick Robinson sits down with Michael Langham to discuss the US election.

Aberdeen Investments 1st Oct 2024

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