Adviser-Hub articles

Partner Zone

Fidelity’s macro outlook for 2025: US poised to reflate

A material shift in politics makes reflation of the US economy Fidelity’s base case for 2025. Salman Ahmed, Global Head of Macro and Strategic Asset Allocation, gives his outlook.

Fidelity International 29th Nov 2024

cg_ecoout261124 Analysis & Opinion

Economic outlook: global growth dependent on a resilient US

As inflation eases and central banks around the world cut interest rates, the outlook for the global economy remains decidedly mixed heading into the new year, says Capital Group.

Capital Group 28th Nov 2024

bg_agewve281124 Analysis & Opinion

The age wave: investing in the needs of an ageing society

Baillie Gifford explains why increasingly elderly populations could transform our lives as much as climate change or AI. 

Baillie Gifford 28th Nov 2024

fil_outlook281124 Analysis & Opinion

Outlook for global mid-caps looks positive

Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes share their outlook for 2025 and outline how they’re looking to position the portfolio against an evolving m...

Fidelity International 28th Nov 2024

abrdn_infradeb281124-1 Partner Zone

Infrastructure debt - a catalyst for net zero in the UK and Europe

abrdn asks: could you contribute to decarbonisation and tap into long-term investment potential?

Aberdeen Investments 28th Nov 2024

abrdn_monthnov271124 Partner Zone

The Monthly Macro Outlook Video - November 2024

In the Monthly Macro video for November, Lizzy Galbraith, Political Economist, discusses what Trump’s leadership may mean for taxes, the deficit, immigration, trade, growth and inflation.

Aberdeen Investments 28th Nov 2024

abrdn_monthnov271124 VIDEO

abrdn Investments | The Monthly Macro Outlook Video - November 2024

In the Monthly Macro video for November, Lizzy Galbraith, Political Economist, discusses what Trump’s leadership may mean for taxes, the deficit, immigration, trade, growth and inflation.

Aberdeen Investments 27th Nov 2024

Analysis & Opinion

The Week: do advisers need to worry about crypto?

The astonishing rise of bitcoin in 2024 has reignited the cryptocurrency frenzy. Even the FCA is starting to take notice. 

Aberdeen Investments 27th Nov 2024

nione_alcon271124-1 VIDEO

Ninety One | Looking into Alcon

Ninety One’s portfolio manager Abrie Pretorius details why our Quality team believes that Alcon – with its dominant position in the eye care market and strong balance sheet – is w...

Ninety One 27th Nov 2024

Partner Zone

Positioning for a late-cycle environment

Amid heightened geopolitical risks, Fidelity Multi Asset Open range portfolio manager Chris Forgan outlines his views on the current market backdrop and where he sees opportunities across asset cla...

Fidelity International 26th Nov 2024

Partner Zone

Navigating bond markets in a volatile post-election market

It might be an exaggeration to roll out the often-misattributed quote that “There are decades where nothing happens; and there are weeks where decades happen”. However, Kris Atkinson, f...

Fidelity International 26th Nov 2024

Partner Zone

The Investor's Guide to China podcast: Chinese e-commerce goes global

The rise of Chinese online shopping platforms like Temu and Shein is evidence that the country has gone from selling goods abroad to exporting entire business models. Can China’s e-commerce c...

Fidelity International 26th Nov 2024

Partner Zone

Autumn Budget 2024 – key takeaways

Chancellor Rachel Reeves delivered the much-anticipated first Budget of the new Labour government on 30 October, outlining her plans to plug the £22 billion ‘black hole’ in the na...

Fidelity International 26th Nov 2024

Partner Zone

Trump wins

Donald Trump has won the US presidential election. Here, Fidelity International’s economists and investment managers discuss some of the likely impact.

Fidelity International 26th Nov 2024

Partner Zone

Labour’s first budget – Potential Truss 2.0 or benign for markets?

With the government’s inaugural budget fast approaching, there has been some speculation that recent rises in gilts yields could be indicative of investors anticipating a ‘Truss 2.0&rsq...

Fidelity International 26th Nov 2024

nione_trump261124 Podcast

Ninety One | Trump: it may be possible to achieve higher tariffs and a weaker US dollar

Ninety One’s Iain Cunningham discusses the implications of trade policy, examining how and why tariffs are expected to play a central role in Trump’s push for US reindustrialisation and...

Ninety One 26th Nov 2024

abrdn_brazil261124 Podcast

abrdn Investments | Brazil: fiscal samba

In the latest episode of abrdn’s Emerging Markets Equities podcast, Nick Robinson sits down with Ivan Kleimann to discuss Brazil.

Aberdeen Investments 26th Nov 2024

cg_ecoout261124 Partner Zone

Economic outlook: global growth dependent on a resilient US

As inflation eases and central banks around the world cut interest rates, the outlook for the global economy remains decidedly mixed heading into the new year.

Capital Group 26th Nov 2024

cg_globalinv Partner Zone

Global investment grade thoughts from Damir Bettini

According to Capital Group’s Damir Bettini, all-in yields on global investment grade credit of between 4.5% and 5%, for an asset class that is A-minus rated on average, seem attractive.

Capital Group 26th Nov 2024

cg_whttrump261124 Partner Zone

What Trump’s win could mean for banks, autos and luxury goods

Given the change in US leadership, separating the winners and losers of Trumponomics 2.0 is front and centre for many investors.

Capital Group 26th Nov 2024

cp_usele211124 Partner Zone

US elections: the European impact

Trump’s mercantilism could spell instability, says Capital Group.

Capital Group 26th Nov 2024

hube_uselection VIDEO

Hub Themes | US Election

Following the election of Donald Trump as the 47th US President, Hub...

Adviser-Hub 25th Nov 2024

Business Toolkit

Adviser firms position themselves for growth

Paul Richards discusses some of the key findings and shares his thoughts on why advice firms are feeling more bullish about their prospects now, than at any time since the research began in 2020.&n...

Fidelity Adviser Solutions 25th Nov 2024

Analysis & Opinion

The Week: smaller companies

Smaller companies and Labour’s new broom.

Adviser-Hub 21st Nov 2024

cp_usele211124 Analysis & Opinion

US elections: the European impact

Trump’s mercantilism could spell instability, says Capital Group.

Capital Group 21st Nov 2024

nione_balan211124 Analysis & Opinion

Balancing the promise and perils of AI

Ninety One’s Head of Quality Clyde Rossouw explains why exposure to higher-quality companies can successfully position investors for an AI-driven future.

Ninety One 21st Nov 2024

fil_navbod211124 Analysis & Opinion

Market view: Navigating bond markets in a volatile post-election market

Fidelity’s Kris Atkinson offers his latest views on interest rates and credit, and why he continues to play for lower yields and steeper curves while de-risking the credit side of portfolios....

Fidelity International 21st Nov 2024

Partner Zone

Scottish Mortgage: manager review

Manager Tom Slater shares highlights, challenges, and explains how the portfolio is well-positioned to take advantage of investment opportunities in the decades ahead. Capital at risk.

Baillie Gifford 21st Nov 2024

ninone_china201124 Partner Zone

China: recovery or relapse?

The rollout of China’s most substantial stimulus package in years raises the question: should investors reassess their stance on China? Ninety One investigates.

Ninety One 20th Nov 2024

ninone_quality201124 Partner Zone

Quality: an evolution of positioning, but not principles

Clyde Rossouw explains why the inherent adaptability of his team’s Quality approach has enabled the constituents of Global Franchise to evolve over time, without compromising their purist qua...

Ninety One 20th Nov 2024

ninone_uselection201124 Partner Zone

US election: a clear cut result, but what does it mean for the economy?

Philip Saunders, Director of Ninety One’s Investment Institute, reminds us that regardless of the party in power, long-term market movements are driven by fundamentals – growth matters....

Ninety One 20th Nov 2024

ninone_uselect2201124 Partner Zone

US election 2024

Ninety One’s Clyde Rossouw explains why the direction of travel over the longer term is likely to be supportive for a quality approach based on earnings resilience.

Ninety One 20th Nov 2024

ninone_alcon201124 Partner Zone

Looking into Alcon

In this short video, Ninety One’s portfolio manager Abrie Pretorius details why Alcon is well placed to benefit from the structural growth opportunity that the industry offers.

Ninety One 20th Nov 2024

abrdn_reasons201124 Partner Zone

Reasons to believe: time for fixed income

As interest rates drop and inflation cools, abrdn assess the most promising segments of the fixed income market.

Aberdeen Investments 20th Nov 2024

abrdn_divers201124 Partner Zone

Diversified Assets - Rapid-fire Note

Listed infrastructure investment companies are trading at significant discounts to NAV. Uncover the reasons and potential opportunities for investors.

Aberdeen Investments 20th Nov 2024

Analysis & Opinion

Investing in decarbonisation under Trump 2.0

How will Trump 2.0 affect clean-tech sectors, including renewable energy and electric vehicles? Ninety One’s Deirdre Cooper considers what lies ahead for investors in global decarbonisation.<...

Ninety One 19th Nov 2024

abrdn_trump211124 Partner Zone

What does a Trump presidency mean for EM equities?

abrdn’s Devan Kaloo looks at how the US presidential election result might impact emerging market equities.

Aberdeen Investments 19th Nov 2024

Partner Zone

Growth investing: why the hunt for outliers remains compelling

It’s not about growth or value – it’s about the few companies that drive stock market returns.

Baillie Gifford 18th Nov 2024

Partner Zone

Autumn Budget – what it means for your clients and their money

No surprises from Rachel Reeves’s tax-spend-and-borrow Budget, says Fidelity’s Tom Stevenson.

Fidelity International 18th Nov 2024

Business Toolkit

Autumn Budget key takeaways

Fidelity’s Paul Richards and Paul Squirrell got together to examine exactly what’s changed – and what hasn’t changed – in areas such as pensions, ISAs and capital gain...

Fidelity Adviser Solutions 18th Nov 2024

Partner Zone

An expansionary shift for US policy?

Fidelity’s Talib Sheikh shares his take on the US election result, the outlook for asset classes, and how Fidelity’s multi asset income range is positioned, highlighting the increased e...

Fidelity International 18th Nov 2024

Partner Zone

China macro & policy insights: China stimulus and impact

Fidelity’s locally based team share their perspectives on the impact of China’s recent stimulus measures and their implications for markets.

Fidelity International 18th Nov 2024

Partner Zone

It’s time to lock in these yields… while you still can

Fidelity’s Ben Deane assesses the credit landscape, highlighting why he believes that all-in yields remain attractive and the recent rise in yields offers an attractive entry point for invest...

Fidelity International 18th Nov 2024

Partner Zone

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 17th Nov 2024

Analysis & Opinion

The Week: trouble ahead for fixed income markets?

Fixed income markets are facing pressure as inflation expectations revive. Where are the vulnerabilities?

Adviser-Hub 14th Nov 2024

nione_usele141124 Analysis & Opinion

US election: a clear cut result, but what does it mean for the economy?

Philip Saunders, Director of Ninety One’s Investment Institute reminds us that regardless of the party in power, long-term market movements are driven by fundamentals – growth matters.<...

Ninety One 14th Nov 2024

abrdn_popular141124 Analysis & Opinion

Why are enhanced index strategies increasingly popular?

abrdn brings you three key reasons.

Aberdeen Investments 14th Nov 2024

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

EM equities: five factors point to a rebound

Ninety One’s analysis assesses five critical factors that could support EM returns relative to developed markets.

Ninety One 14th Nov 2024

Partner Zone

Scottish Mortgage: Quarterly Data Pack

Access the latest data-led analysis on the Scottish mortgage portfolio, including updates on performance, private companies and recent transactions. Capital at risk.

Baillie Gifford 13th Nov 2024

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

EM equities: five factors point to a rebound

The emerging market (EM) equity asset class has approached a turning point more than once over recent years.

Ninety One 13th Nov 2024

Market Updates

Interest rate update: What next for interest rates?

Interest rates in the UK and the US were cut in November as expected; nevertheless, recent political developments on both sides of the Atlantic raised some uncertainties about the future path of mo...

Adviser-Hub 12th Nov 2024

fil_china121124 Podcast

Fidelity International | The Investor's Guide to China podcast: Chinese e-commerce goes global

Fidelity explores whether China’s e-commerce companies can replicate their domestic success globally, from Southeast Asia to North America?

Fidelity International 12th Nov 2024

cg_quickt121124 Partner Zone

Quick take: impact of US election results on emerging markets

In the wake of Donald Trump’s victory in the US presidential election, Capital Group shares analysis from portfolio manager Kirstie Spence on the impact on emerging markets, focusing on expan...

Capital Group 12th Nov 2024

cg_curve121124 Partner Zone

Ahead of the Curve: what US resilience means for bond investors

Capital Group’s latest Ahead of the Curve paper examines opportunities for fixed income investors in what is likely to remain a positive environment for the asset class.

Capital Group 12th Nov 2024

cg_victory121124 Partner Zone

Trump’s victory signals major policy shifts ahead

Trump’s key policy issues, such as tax cuts, higher tariffs and immigration curbs, may come faster than expected — potentially in the early months of 2025, says Capital Group.

Capital Group 12th Nov 2024

cg_stocks121124 Partner Zone

Have investors missed the rally in stocks and bonds?

As markets have recovered, the fresh opportunity to get invested is clear — and sitting on cash-like holdings should have less appeal.

Capital Group 12th Nov 2024

Market Updates

Global updates: A choppy month for markets

Uncertainty ahead of the US Presidential election weighed on share prices in the US and around the world during October. Major equity markets were choppy but generally fell over the month, although...

Adviser-Hub 8th Nov 2024

Market Updates

UK market review: All eyes on Reeves’ first Budget

In Labour’s first Budget since 2010, Chancellor of the Exchequer Rachel Reeves unveiled what the Office for Budget Responsibility described as “a large, sustained increase in spending,...

Adviser-Hub 8th Nov 2024

Market Updates

Market briefings looking back at October

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

Adviser-Hub 8th Nov 2024

Analysis & Opinion

The Week: bond market wobbles as Trump wins

Longer-dated treasuries signalled nervousness around Trump’s victory.

Adviser-Hub 7th Nov 2024

cgrp_bnds71124 Analysis & Opinion

Market view: Have investors missed the rally in stocks and bonds?

As markets have recovered, the fresh opportunity to get invested is clear — and sitting on cash-like holdings should have less appeal, says Capital Group.

Capital Group 7th Nov 2024

abrdn_china71124 Analysis & Opinion

Beyond the dragon's reach

abrdn examines how to better manage China risks while seeking attractive emerging market equity investments outside the world's second-largest economy.

Aberdeen Investments 7th Nov 2024

Article-Buildings-01-smll2019 Analysis & Opinion

Reflections on investing in Indian equities over the past 20 years 

Vinay Agarwal, Director of FSSA Investment Managers, shares his experiences and some of his reflections over the past decades.

FSSA Investment Managers 7th Nov 2024

fs_japan_thomaspatchett VIDEO

Baillie Gifford | Future Stocks: Our best investment ideas in Japan

Baillie Gifford investment specialist Thomas Patchett identifies three Japanese companies, Softbank, Rakuten and Eisai, as leaders in automation, digitalisation and healthcare, creating opportuniti...

Baillie Gifford 7th Nov 2024

fs-europe -thomashodges VIDEO

Baillie Gifford | Future Stocks: Our best investment ideas in Europe

Where are Europe's hidden growth opportunities? Baillie Gifford’s Thomas Hodges, explains how companies Lonza, Topicus and Soitec thrive, revealing a far more interesting investment lands...

Baillie Gifford 7th Nov 2024

Partner Zone

Future Stocks: Our best investment ideas in Japan

Baillie Gifford investment specialist Thomas Patchett identifies three Japanese companies, Softbank, Rakuten and Eisai, as leaders in automation, digitalisation and healthcare, creating opportuniti...

Baillie Gifford 7th Nov 2024

Partner Zone

Future Stocks: Our best investment ideas in Europe

Where are Europe's hidden growth opportunities? Baillie Gifford’s Thomas Hodges, explains how companies Lonza, Topicus and Soitec thrive,  revealing a far more interesting investment...

Baillie Gifford 7th Nov 2024

bg_clean51124 Analysis & Opinion

The clean energy election

Will the US election result affect investors in US utilities? Baillie Gifford’s Felix Amoako-Kwarteng finds out.

Baillie Gifford 5th Nov 2024

Article-Energy-Oil-01-smll2024 Analysis & Opinion

Has Net Zero gone nuclear?

US utilities are breaking ground on Small Modular Reactors in the hunt for carbon-free energy – First Sentier’s Rebecca Sherlock tells us more.

FSSA Investment Managers 5th Nov 2024

cg_aiesg291024 Analysis & Opinion

The rise of AI and ESG

AI is touching almost every corner of the global economy – Capital Group explores the implications for ESG issues.

Capital Group 5th Nov 2024

nione_mac311024 Partner Zone

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 5th Nov 2024

Partner Zone

Why small cap strife means big opportunities in immature companies

Small cap strife: big opportunities - Baillie Gifford explores the transformative potential of small-cap companies such as DexCom, Tesla and Axon.

Baillie Gifford 4th Nov 2024

Partner Zone

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 4th Nov 2024

Partner Zone

China’s stimulus to spark a sustained stock revival?

Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, outlines why China’s stimulus measures could turn the tide in economic fundamentals, potentially driving a sustained...

Fidelity International 4th Nov 2024

Business Toolkit

Autumn Budget – what it means for your clients and their money

Rachel Reeves’s Budget debut was road-tested in advance, as they are these days. There were no surprises in her well-flagged higher tax, higher spend, higher borrowing speech.

Fidelity Adviser Solutions 1st Nov 2024

sm_quarterly recording- q3img VIDEO

Baillie Gifford | Scottish Mortgage: Portfolio Update Q3

Investment Specialist Hamish Maxwell delivers an update on Scottish Mortgage’s portfolio positioning, including allocation to Chinese companies, private holdings, artificial intelligence, and...

Baillie Gifford 1st Nov 2024

bgbestasiaideas-img VIDEO

Baillie Gifford | Future Stocks: Our best investment ideas in Asia

Baillie Gifford’s Qian Zhang highlights three Asian companies at the forefront of global structural trends: Samsung, Delhivery and Bank Rakyat. Demonstrating why Asia is growing faster than a...

Baillie Gifford 1st Nov 2024

Partner Zone

Scottish Mortgage: Portfolio Update Q3

Investment Specialist Hamish Maxwell delivers an update on Scottish Mortgage’s portfolio positioning, including allocation to Chinese companies, private holdings, artificial intelligence, and...

Baillie Gifford 1st Nov 2024

Partner Zone

Future Stocks: Our best investment ideas in Asia

Baillie Gifford’s Qian Zhang highlights three Asian companies at the forefront of global structural trends: Samsung, Delhivery and Bank Rakyat. Demonstrating why Asia is growing faster than a...

Baillie Gifford 1st Nov 2024

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