articles from Adviser-Hub

Adviser-Hub articles

Market Updates

Interest updates: Fed cuts; Bank of England holds

Having previously implemented cuts in September and November, the Federal Reserve (Fed) cut US interest rates at its December meeting.

Adviser-Hub 19th Dec 2024

Analysis & Opinion

The Week: the UK market: don’t worry, be happy

Dividend growth figures for 2024 may be disappointing, but there are still reasons to be cheerful about the UK.

Adviser-Hub 19th Dec 2024

VIDEO

Baillie Gifford | Upfront: episode 9

Hosts Cherry Reynard and investment manager Gary Robinson, delve into the post-election rally in US markets and assess the continuing momentum of AI. Capital at risk.

Baillie Gifford 18th Dec 2024

VIDEO

Baillie Gifford | Three questions to ask your growth manager

Steven Hay, co-manager of the Baillie Gifford Managed Fund, shares his insights and answers three key questions: Why growth? Why active? Why now? Capital at risk.

Baillie Gifford 18th Dec 2024

Partner Zone

Upfront: episode 9

Hosts Cherry Reynard and investment manager Gary Robinson, delve into the post-election rally in US markets and assess the continuing momentum of AI. Capital at risk.

Baillie Gifford 18th Dec 2024

Partner Zone

Three questions to ask your growth manager

Steven Hay, co-manager of the Baillie Gifford Managed Fund, shares his insights and answers three key questions: Why growth? Why active? Why now? Capital at risk.

Baillie Gifford 18th Dec 2024

Partner Zone

Mixed picture facing global fixed income investors

Fidelity Strategic & Flexible Bond portfolio managers Mike Riddell and Tim Foster share their outlook for 2025 and insights into how they are looking to position the portfolios against an evolv...

Fidelity International 17th Dec 2024

Partner Zone

Where next for Digital Assets and bitcoin in 2025?

Fidelity’s Giselle Lai, Associate Investment Director, Digital Assets, discussed the latest developments in the digital asset landscape with esteemed guest speaker, Martha Reyes, Research Ana...

Fidelity International 17th Dec 2024

Partner Zone

Opportunities in US mid-cap equities in ‘America-first’ environment

Fidelity Global Multi Asset Open range portfolio managers Chris Forgan and Caroline Shaw share their outlook for 2025 and provide an insight into how they are looking to position the portfolios aga...

Fidelity International 17th Dec 2024

Partner Zone

All-in yields remain attractive in sterling corporate bond markets

Fidelity Sterling Corporate Bond portfolio managers Ian Fishwick and Kris Atkinson share their outlook for 2025 and provide an insight into how they are looking to position the portfolio against an...

Fidelity International 17th Dec 2024

Partner Zone

The Baillie Gifford Japan Trust: Manager Insights

Investment manager Matthew Brett explores the trust's performance, strategic shifts towards sustainable growth, and the exciting potential of Japanese technological advancements and AI.

Baillie Gifford 17th Dec 2024

Partner Zone

The great US infrastructure rebuild

Spotting the winners from the great US infrastructure renaissance: Baillie Gifford explores the gold amid the grit of the US drive to repair its essential networks.

Baillie Gifford 17th Dec 2024

Partner Zone

Companies in Europe still offer compelling opportunities

Fidelity European and European Trust portfolio managers Sam Morse and Marcel Stötzel share their outlook for 2025 and provide an insight into how they are looking to position the portfolios ag...

Fidelity International 17th Dec 2024

Podcast

Fidelity International | Is it contrarian to be a UK equities investor?

Fidelity’s Alex Wright speaks to Square Mile’s Jock Glover about the case for investing predominantly in the UK equity market and why being a big fish in a small pond can play to his ad...

Fidelity International 16th Dec 2024

Partner Zone

EMD: A credible long-term asset allocation candidate

Capital Group’s paper highlights the importance of active management and bottom-up fundamental research in effectively navigating the multifaceted emerging market debt (EMD) landscape.

Capital Group 16th Dec 2024

Analysis & Opinion

The Week: emerging markets in the year ahead

Emerging markets should have been in a sweet spot for the year ahead, but the US election may have derailed that.

Adviser-Hub 12th Dec 2024

Market Updates

Global updates: Return of the tariff man

Newsflow and sentiment in November were dominated by the US election and its outcome, as Donald Trump’s victory stoked expectations of deregulation, tax cuts, and fresh tariffs.

Adviser-Hub 11th Dec 2024

Market Updates

UK market review: Politics in focus

Politics – including the US election and the ongoing fallout from October’s Budget – absorbed much of the limelight in the UK during November. The Bank of England warned of mounti...

Adviser-Hub 11th Dec 2024

Market Updates

Market briefings looking back at November

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

Adviser-Hub 11th Dec 2024

Partner Zone

Beyond Silicon Valley: the US’s other innovation hubs

The US’s most exciting and transformative companies are increasingly spread across thriving centres of innovation. Discover how Scottish Mortgage Investment Trust maps the US’s new econ...

Baillie Gifford 11th Dec 2024

Partner Zone

Beyond Silicon Valley: the US’s other innovation hubs

The US’s most exciting and transformative companies are increasingly spread across thriving centres of innovation. Discover how Scottish Mortgage Investment Trust maps the US’s new econ...

Baillie Gifford 11th Dec 2024

Business Toolkit

Post-Budget and US election – is it time to invest again?

Fidelity’s Ed Monk examines how asset prices responded, which stock markets look cheap – and which don’t.

Fidelity Adviser Solutions 10th Dec 2024

Partner Zone

Tech opportunities to broaden beyond AI dominance

Fidelity Global Technology Strategy portfolio manager Hyun Ho Sohn shares his outlook for 2025 and provides an insight into how he is looking to position the portfolio against an evolving macro bac...

Fidelity International 5th Dec 2024

Partner Zone

Focus on high quality dividend companies set to continue

Fidelity Global Dividend and Sustainable Global Equity Income portfolio managers Dan Roberts and Aditya Shivram share their outlook for 2025 and how they are looking to position the portfolios agai...

Fidelity International 5th Dec 2024

Analysis & Opinion

Market view: Mixed picture facing global fixed income investors

Fidelity Strategic & Flexible Bond portfolio managers Mike Riddell and Tim Foster share their outlook for 2025 and insights into how they’re looking to position the portfolios against an...

Fidelity International 5th Dec 2024

Analysis & Opinion

Five things to look out for in 2025 with MyFolio

From inflation to diversification and SDR, abrdn explores the prospects for the year ahead.

aberdeen Investments 5th Dec 2024

Analysis & Opinion

The great US infrastructure rebuild

Spotting the winners from the great US infrastructure renaissance: Baillie Gifford explores the gold amid the grit of the US drive to repair its essential networks.

Baillie Gifford 5th Dec 2024

Partner Zone

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 5th Dec 2024

Partner Zone

The year of the ballot

FX markets are often the best way to express views or hedge positions in and around elections, and FX volatility presents a source of potential alpha, says Ninety One.

Ninety One 5th Dec 2024

Partner Zone

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

Ninety One’s Iain Cunningham examines how and why tariffs are expected to play a central role in Trump’s push for US reindustrialisation and a more equitable global trade system. <...

Ninety One 5th Dec 2024

Partner Zone

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 5th Dec 2024

Analysis & Opinion

A tale of two COPs (and why, despite the negative noise, they do matter)

abrdn looks at what the latest COP developments mean for investors.

aberdeen Investments 4th Dec 2024

Analysis & Opinion

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 4th Dec 2024

Analysis & Opinion

abrdn publishes Fixed Income Engagement Roadmap

abrdn addresses the gap in active ownership within the US$141 trillion global bond market by publishing its Fixed Income Engagement Roadmap, aiming to enhance bondholder stewardship practices.

aberdeen Investments 4th Dec 2024

Analysis & Opinion

Sustainability Inspires: how abrdn uses voting to make business better

How does voting help drive positive change and improve the performance of clients' investments?

aberdeen Investments 4th Dec 2024

Analysis & Opinion

The Week: better times ahead for UK gilts?

In a tough year for government bonds, gilts have been particularly weak. Could they revive in 2025?

Adviser-Hub 4th Dec 2024

Partner Zone

Why not just invest in the index?

Partner Stuart Dunbar explores why, as an active manager, Baillie Gifford can add value beyond investing in an index over the long term.

Baillie Gifford 3rd Dec 2024

Partner Zone

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 3rd Dec 2024

Partner Zone

Emerging markets: rethinking the opportunity

Baillie Gifford explains why it’s time to rethink opportunities in emerging markets.

Baillie Gifford 3rd Dec 2024

Partner Zone

Private companies: investing in trailblazers

The three Rs – relationship, reputation and research – are key to private company investing.

Baillie Gifford 3rd Dec 2024

Analysis & Opinion

COP29: insights from Fidelity’s investment team

Members of Fidelity’s investment team look at the potential outcomes from COP29 and assess the investment implications

Fidelity International 3rd Dec 2024

Analysis & Opinion

How Fidelity’s new sustainable high yield ETFs optimise multifactor exposures

Benefitting from higher risk-adjusted return potential while also paving a clearer climate pathway.

Fidelity International 3rd Dec 2024

Partner Zone

2025: Year of the active ETF

The active European ETF market has continued its impressive growth in 2024, and is likely to continue to grow rapidly over the coming year.