articles from Adviser-Hub

Adviser-Hub articles

Analysis & Opinion

The Week: US economy in trouble

The latest GDP data shows a contraction in the US economy. There may be more to come.

Adviser-Hub 1st May 2025

Partner Zone

The Investment Outlook Q2 2025 from Aberdeen Investments

Navigating the complexities of tariffs and political uncertainty can be challenging. Gain insights and investment ideas from Aberdeen's experts in the latest Investment Outlook.

Aberdeen Investments 29th Apr 2025

Partner Zone

Equities: Diversification is still the only free lunch in investing

Explore how to navigate market concentration and political unpredictability. Ready to diversify your portfolio?

Aberdeen Investments 29th Apr 2025

Partner Zone

Macro: Tariff uncertainty dominates, leads to hard questions

How may Trump's tariffs reshape investing? How are we adjusting our model portfolio? Explore the profound uncertainty and potential damage to the world economy.

Aberdeen Investments 29th Apr 2025

Partner Zone

Private Markets: an investment haven in an uncertain world?

Find out how private markets may offer stability and growth in today's volatile world. Can they be an investment haven? Discover the benefits now.

Aberdeen Investments 29th Apr 2025

Partner Zone

Sustainability: Is this the end for sustainable investing?

Can this be the end of the road? Discover the transatlantic split and evolving strategies amid the political backlash. How may asset managers adapt?

Aberdeen Investments 29th Apr 2025

Podcast

Baillie Gifford | UK growth: opportunities amid tariff turbulence

Baillie Gifford explores how adaptable firms in growth-driving sectors can prosper over the long term, despite trade restrictions.

Baillie Gifford 28th Apr 2025

Podcast

Fidelity International | Fidelity Answers: how should investors respond to a changing America?

An opportunity for the euro? Time to buy gold? The opportunities and risks of a period of profound volatility in markets dominate the latest Fidelity Answers podcast.

Fidelity International 28th Apr 2025

Podcast

Capital Group | How avalanche safety training applies to high-yield debt investing

Capital Group bond manager David Daigle compares high-yield debt investing to avalanche safety training, and shares which investors may benefit from exposure to high-yield bonds.

Capital Group 28th Apr 2025

Podcast

Capital Group | Patience helps a veteran investor manage through crisis

Veteran Capital Group equity portfolio manager Chris Buchbinder explains the importance of patience in periods of market volatility and economic upheaval, drawing parallels between past crisis even...

Capital Group 28th Apr 2025

Podcast

Capital Group | Autos: an industry disrupted

With the traditional autos sector in the midst of huge disruption, Capital Group fixed income analyst Danny Jacobs looks at the challenges and opportunities in this part of the bond market.

Capital Group 28th Apr 2025

Partner Zone

Globalisation isn’t dead. It’s changing.

Globalisation isn’t dead, says Capital Group’s Steve Watson – it is, however, changing in a significant way.

Capital Group 28th Apr 2025

Partner Zone

Treasury market turmoil: How might the Fed react?

Capital Group’s Thomas Reithinger and Doug Kletter assess the factors at play in the Treasuries market.

Capital Group 28th Apr 2025

Partner Zone

Five charts that put market volatility in perspective

Capital Group shares five insights that can help investors regain confidence and stay invested for the long haul.

Capital Group 28th Apr 2025

Partner Zone

Unravelling the forces behind the recent US Treasury sell-off

Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, examines the key drivers behind the recent sell-off of US Treasuries and the impact of US trade policy on yields over the longer ter...

Fidelity International 25th Apr 2025

Partner Zone

Making sense of gilt market volatility

Despite market speculation about potential Bank of England intervention, Fidelity fixed income portfolio manager Shamil Gohil outlines why he believes current conditions do not necessitate such mea...

Fidelity International 25th Apr 2025

Partner Zone

Unfollow the market’s direction of travel

Fidelity explains how equity market neutral strategies can harness the power of volatility.

Fidelity International 25th Apr 2025

Partner Zone

How China is prepared to safeguard its economic recovery

Entering Q2 2025, China's economy shows signs of recovery amid ongoing US-China trade tensions, with tariffs impacting exports but less reliance on the US market offering some cushioning.

Fidelity International 25th Apr 2025

VIDEO

Baillie Gifford | Scottish Mortgage Portfolio Update Q1 2025

Investment Specialist Hamish Maxwell delivers a portfolio update, including observations on recent volatility, a deep dive into two key long-term growth trends, and updates on latest transactions.<...

Baillie Gifford 25th Apr 2025

Partner Zone

Scottish Mortgage Portfolio Update Q1 2025

Baillie Gifford 25th Apr 2025

Partner Zone

Why we see real opportunity for active investors in China now

Amid escalating US-China trade tensions and as Fidelity China Special Situations PLC celebrates 15 years since listing on the LSE, portfolio manager Dale Nicholls takes stock of recent events and o...

Fidelity International 25th Apr 2025

Partner Zone

What to do when long bonds behave like stocks?

The volatility profile of long-duration assets necessitates a broader reconsideration of portfolio construction norms. Cash - often considered a drag on performance - is reclaiming a position of st...

Fidelity International 25th Apr 2025

Analysis & Opinion

The Week: Bad news is (almost) good news on UK dividends

The results from the latest Computershare Dividend Monitor are better than they look.

Adviser-Hub 24th Apr 2025

Analysis & Opinion

Market view: Five charts that put market volatility in perspective

Capital Group shares five insights that can help investors regain confidence and stay invested for the long haul.

Capital Group 24th Apr 2025

Analysis & Opinion

Diversification is still the only free lunch

Explore how to navigate market concentration and political unpredictability. Ready to diversify your portfolio? Read more from Aberdeen now.

Aberdeen Investments 24th Apr 2025

Analysis & Opinion

Unfollow the market’s direction of travel

Fidelity explains how equity market neutral strategies can harness the power of volatility.

Fidelity International 24th Apr 2025

Partner Zone

Navigating market turmoil: a guide for MyFolio clients

Our strategy for managing risks and enhancing long-term performance.

Aberdeen Investments 23rd Apr 2025

Partner Zone

Infrastructure equities - firm foundations for a volatile world

Josh Duitz outlines the potential benefits of infrastructure equities in a world of heightened market volatility.

Aberdeen Investments 23rd Apr 2025

Partner Zone

Real estate: a spotlight on the Energy Performance of Buildings Directive

Could the EU's updated performance standards help unlock opportunities?

Aberdeen Investments 23rd Apr 2025

Partner Zone

March 2025 EMD Review and Outlook: Tariff woes grow

Our summary of developments in emerging market debt in March 2025 and outlook.

Aberdeen Investments 23rd Apr 2025

Analysis & Opinion

Sustainability: is this the end for sustainable investing?

Can this be the end of the road? Discover the transatlantic split and evolving strategies amid the political backlash. How may asset managers adapt? Aberdeen tells us more.

Aberdeen Investments 23rd Apr 2025

Business Toolkit

A new guaranteed lifetime income option within drawdown

As part of Fidelity Adviser Solutions’ ongoing commitment to providing advisers and their clients access to an ever-growing choice of retirement solutions, they’ve launched, in partners...

Fidelity Adviser Solutions 22nd Apr 2025

VIDEO

Baillie Gifford | Baillie Gifford Managed Fund Q1 investment update

Investment manager Steven Hay and investment specialist Philip Scott give an update on the Managed Fund covering Q1 2025.

Baillie Gifford 22nd Apr 2025

Partner Zone

Baillie Gifford Managed Fund Q1 investment update

Investment manager Steven Hay and investment specialist Philip Scott give an update on the Managed Fund covering Q1 2025.

Baillie Gifford 22nd Apr 2025

Partner Zone

Trade shock accelerates China’s strategic pivot

Ninety One’s Iain Cunningham, Head of Multi-Asset Growth, explores China’s structural shift towards a consumption-driven growth model due to ongoing trade shocks from US tariffs.

Ninety One 22nd Apr 2025

Partner Zone

Opportunities for investors after mood shift in commodity markets

At commodity conferences in the US, a mood change among industry players was palpable. In the mining sector, the stage is set for a pick-up in mergers and acquisitions. Even in agriculture, attitud...

Ninety One 22nd Apr 2025

Partner Zone

Trump unleashes trade policy, shakes markets, adapts the rules, sets a course

Trump’s sweeping trade reset marks the largest US tariff escalation in nearly a century. Ninety One’s Investment Institute unpacks the policy shift, outlines scenario-based outcomes, an...

Ninety One 22nd Apr 2025

Partner Zone

Your top ten factor-based enhanced index FAQs

What are factors? What’s an enhanced index fund? We address your questions.

Aberdeen Investments 22nd Apr 2025

Analysis & Opinion

The Week: How serious is the wobble in US treasuries?

Donald Trump may be the latest world leader to find that bond markets are their true boss.

Adviser-Hub 17th Apr 2025

Analysis & Opinion

Market view: making sense of gilt market volatility

Fidelity International 17th Apr 2025

Analysis & Opinion

Trade shock accelerates China’s strategic pivot

Ninety One’s Iain Cunningham, Head of Multi-Asset Growth, explores China’s structural shift towards a consumption-driven growth model due to ongoing trade shocks from US tariffs.

Ninety One 17th Apr 2025

Partner Zone

Quick take on Trump’s tariff pause

Even if Trump negotiates deals to mitigate the effects of tariffs relatively soon, Capital Group believes we should consider a scenario where he continues to disregard historical norms in policy de...

Capital Group 14th Apr 2025

Partner Zone

What do tariffs mean for emerging market debt?

Capital Group’s Kirstie Spence assesses how EMs will be impacted by the tariffs.

Capital Group 14th Apr 2025

Partner Zone

Trump tariffs roil markets. What’s next?

The sharp market selloff serves as an effective reminder that it is always a good idea to maintain a balanced portfolio with an eye toward downside protection, says Capital Group.

Capital Group 14th Apr 2025

Podcast

Capital Group | How the COVID pandemic may continue to shape society and investments

Capital Group Equity portfolio manager Cheryl Frank discusses lessons learned from the pandemic with Mike Gitlin, noting that several industries and themes remain in flux, from commercial real esta...

Capital Group 14th Apr 2025

Podcast

Capital Group | Long-term investing: the value of thinking differently

Capital Group portfolio manager Matt Hochstetler explains his contrarian approach to investing and why he prefers to swim against the tide.

Capital Group 14th Apr 2025

Podcast

Capital Group | Emerging markets investing: four decades of wisdom

Capital Group’s Mike Gitlin interviews pioneering emerging markets investor Victor Kohn – who helped manage the world's first emerging markets equity fund launched in 1986 – a...

Capital Group 14th Apr 2025

Podcast

Aberdeen Investments | Mission to Mumbai: on-the-ground investment insights

In the latest episode of Aberdeen’s Emerging Market Equities podcast, Nick Robinson talks with Investment Director Catriona Macnair about her recent trip to India.

Aberdeen Investments 14th Apr 2025

Partner Zone

Emerging markets today: from macro beta to micro alpha

Emerging markets are gaining investor confidence, driven by tech innovation, India’s rise, and China’s evolving private sector. With US growth uncertainty and attractive valuations, EM...

Ninety One 11th Apr 2025

Partner Zone

Hidden GEMS: blurred lines – the EM’ification of DM

Ninety One’s Peter Kent, Co-Head of Fixed Income, argues that a shift in volatility in developed markets means asset allocators face a new reality.

Ninety One 11th Apr 2025

Partner Zone

EM corporate debt: a compelling and complementary asset class

EM corporate debt can bring distinct benefits to portfolios, making it a valuable addition to US high-yield credit allocations. Ninety One explains.

Ninety One 11th Apr 2025

Partner Zone

Why allocate to natural resources equities from a US equity allocation

With inflation proving sticky, and the long-term outlook for commodities supported by resource underinvestment and electrification, Ninety One believes the case for natural resources equities is st...

Ninety One 11th Apr 2025

Partner Zone

Quality Income for volatile times

Against a backdrop of increased uncertainty and volatility, investors may benefit from strategies that focus on quality and income factors that have the ability to produce steady and robust returns...

Fidelity International 11th Apr 2025

Partner Zone

Rise to the challenge: income in 2025

Do you want income from your capital? How much do you want and what are you prepared to sacrifice for it?

Fidelity International 11th Apr 2025

Analysis & Opinion

Market view: Trump tariffs roil markets. What’s next?

The sharp market selloff serves as an effective reminder that it is always a good idea to maintain a balanced portfolio with an eye toward downside protection, says Capital Group.

Capital Group 10th Apr 2025

Analysis & Opinion

The three building blocks of total return

Fidelity’s global equity income team outlines the three fundamental building blocks of dividends, earnings resilience and valuation discipline which form the cornerstone of their equity incom...

Fidelity International 10th Apr 2025

Analysis & Opinion

The Week: Trump's next move

Trump could reverse the recent market rout, but shows little inclination to back down.

Adviser-Hub 9th Apr 2025

Market Updates

Global updates: Tariffs – the most beautiful word?

The trade wars waged by US President Donald Trump continued in March amid fresh announcements of levies on imports including cars and car parts, and steel and aluminium. President Trump warned of s...

Adviser-Hub 9th Apr 2025

Market Updates

Market briefings looking back at March

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

Adviser-Hub 9th Apr 2025

Market Updates

UK market review: “Double whammy”

UK share prices fell during March as investors became increasingly jittery about the prospect of a global trade war ahead of an expected swathe of worldwide US trade tariffs scheduled to take place...

Adviser-Hub 9th Apr 2025

Partner Zone

MyFolio Roundtables

These sessions, taking place throughout April and May, will explore the evolution and benefits of MyFolio fund ranges. Join us for insightful updates on the changing landscape of risk-targeted mult...

Aberdeen Investments 8th Apr 2025

Analysis & Opinion

Manage-to-Green: sustainable opportunities in European logistics

Renovating existing real estate logistics assets can help accelerate a real estate portfolio’s decarbonisation pathway while improving risk-adjusted returns potential. Fidelity explains how i...

Fidelity International 8th Apr 2025

abrdn_unlocking potentialssmaller companies

VIDEO

Aberdeen Investments | Unlocking potential in 2025 with UK Smaller Companies

What makes UK small-caps an attractive strategy right now?

Aberdeen Investments 8th Apr 2025

VIDEO

Aberdeen Investments | Unlocking potential in 2025 with Global Infrastructure Equity

Which three big themes are converging to create infrastructure opportunity?

Aberdeen Investments 8th Apr 2025

abrdn_unlocking potentials enhancedindex

VIDEO

Aberdeen Investments | Unlocking potential in 2025 with Enhanced Index investing

Are you seeking a cost-efficient solution with outperformance potential?

Aberdeen Investments 8th Apr 2025

Partner Zone

Unlocking potential in 2025 with Short Dated Enhanced Income

Can investors make cash work harder with a short dated enhanced income strategy?

Aberdeen Investments 8th Apr 2025

Business Toolkit

Tax tables 2025/26

Plan ahead with Fidelity Adviser Solutions latest tax tables – all the rates and thresholds for 2025/26 tax year.

Fidelity Adviser Solutions 7th Apr 2025

VIDEO

Baillie Gifford | Upfront: Tariffs, Minerals and Managed Fund

Financial journalist Cherry Reynard and Baillie Gifford investment manager Steven Hay explore Trump's tariffs, interest rates and the Baillie Gifford Managed Fund's bond holdings in the lat...

Baillie Gifford 7th Apr 2025

Partner Zone

Upfront: Tariffs, Minerals and Managed Fund

Financial journalist Cherry Reynard and Baillie Gifford investment manager Steven Hay explore Trump's tariffs, interest rates and the Baillie Gifford Managed Fund's bond holdings in the lat...

Baillie Gifford 7th Apr 2025

VIDEO

Aberdeen Investments | Unlocking potential in 2025 with Short Dated Enhanced Income

Can investors make cash work harder with a short dated enhanced income strategy?

Aberdeen Investments 7th Apr 2025

Partner Zone

US tariffs are serious threat to global growth

The new US tariffs sound the death knell of globalisation. Fidelity believes markets have underestimated their scale and there are substantial risks to global growth as a result.

Fidelity International 4th Apr 2025

Analysis & Opinion

The Week: Liberation day: clarity remains elusive

Donald Trump’s tariffs have been announced, but the real cost for businesses and the impact on the world economy are still unclear.

Adviser-Hub 3rd Apr 2025

Partner Zone

Five factors to watch in multi-sector credit

Investors in multi-sector income strategies may capture value by shifting allocations strategically across a diversified mix of sectors, says Capital Group.

Capital Group 3rd Apr 2025

Partner Zone

Don’t be fooled by the headlines, credit still looks good

Despite the headlines, Capital Group believes this remains a positive environment for credit.

Capital Group 3rd Apr 2025

Partner Zone

Will economic uncertainty knock the Fed off course?

Capital Group’s Timothy Ng, Fixed Income Portfolio Manager, explains his thinking about the probabilities behind the different scenarios, and considerations for portfolio positioning.

Capital Group 3rd Apr 2025

Partner Zone

Understanding tariffs in five charts

Tariffs are making headlines as the Trump administration implements trade policies. But what are they, why are they used, and how do they impact investors? Capital Group economists explain with fiv...

Capital Group 3rd Apr 2025

Partner Zone

Baillie Gifford | European growth: unique brands, hidden champions

From luxury goods to semiconductors, payment processing to treating opioid addiction: discover why taking a long-term approach to European growth stocks is more relevant than ever today. Baillie Gi...

Baillie Gifford 3rd Apr 2025

Partner Zone

Capital Group | Charting the course for tomorrow’s cruiseliners

The first episode of the Analyst View, Capital Group’s new podcast series, charts the future of the luxury cruise liner industry.

Capital Group 3rd Apr 2025

Partner Zone

Are European stocks coming back into favour?

Baillie Gifford 3rd Apr 2025

Partner Zone

Scottish Mortgage on Joby Aviation's air taxis'

Joby Aviation’s vision of speeding passengers above gridlocked streets from A to B is getting closer. Tom Slater, manager of Scottish Mortgage Investment Trust explains what it will take to b...

Baillie Gifford 3rd Apr 2025

VIDEO

Baillie Gifford | Are European stocks coming back into favour?

Baillie Gifford 3rd Apr 2025

Partner Zone

How to navigate US markets in 2025 and beyond

Fidelity’s investment team outline five key themes that may explain some of the short-term volatility, but ultimately underpin the compelling case for investing in US equity markets.

Fidelity International 1st Apr 2025

Partner Zone

Investing in times of greater uncertainty

Against an increasingly uncertain macroeconomic backdrop, a selection of Fidelity’s multi asset portfolio managers explore how they approach investing in this environment and how they have ta...

Fidelity International 1st Apr 2025

Partner Zone

Asia will fare best: Fidelity International analysts on tariffs and trade tensions

Geography matters when it comes to trade, according to Fidelity International’s analysts. The further east you go, the fewer expect tariffs to have an adverse effect on their companies.

Fidelity International 1st Apr 2025

Partner Zone

The case for Japan

Amid heightened global market volatility triggered by President Trump’s trade policies, Fidelity’s local investment team outline the attractive opportunities in Japan’s stock mark...

Fidelity International 1st Apr 2025

Partner Zone

Waves of change

Baillie Gifford investment manager Dave Bujnowski and investment specialist Phil Rae uncover how US market disruptions are reshaping growth opportunities for patient investors.

Baillie Gifford 1st Apr 2025

Partner Zone

Why ants, scaffolding and long jumps matter to growth investors

Baillie Gifford’s Kirsty Gibson explores the role of culture in successful organisations, and the common characteristics underpinning them.

Baillie Gifford 1st Apr 2025

Analysis & Opinion

Emerging markets in a fractured world

This a fragile moment for the global economy. The new administration in the US is sowing uncertainty across the world, upending geopolitical norms and long-established trading patterns.

Adviser-Hub 1st Apr 2025

VIDEO

Baillie Gifford | Positive Change: rising to the challenge

Lee Qian, manager of the Baillie Gifford Positive Change Fund, explores the progress of portfolio holdings in a changing world from tech giants TSMC and Microsoft to healthcare innovators Dexcom an...

Baillie Gifford 31st Mar 2025

Partner Zone

Positive Change: rising to the challenge

Baillie Gifford 31st Mar 2025

Analysis & Opinion

Harnessing growth themes in emerging markets

For more than a decade, investors have been focused on a single growth theme – AI – and on a single country – the US. Emerging markets not only have exposure to the AI supply chai...

Adviser-Hub 31st Mar 2025

Market Updates

Spring Statement 2025: ISA reforms loom

Chancellor of the Exchequer Rachel Reeves’ Spring Statement included downgrades to growth forecasts, higher defence expenditure, and further cuts to welfare spending.

Adviser-Hub 28th Mar 2025

Partner Zone

Fed will wait and see on tariffs

March’s meeting saw the US Federal Reserve firmly in wait and see mode. Tariffs and growth are the issues.

Fidelity International 27th Mar 2025

Partner Zone

Strat chat: Unwinding of the US exceptionalism trade

Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and outlines his views across the strategy’s main alpha sources. Against...

Fidelity International 27th Mar 2025

Analysis & Opinion

The Week: The Spring Statement and the gilt market

The Chancellor appears to have appeased the gilt market with the Spring Statement, but can it last?

Adviser-Hub 27th Mar 2025

Partner Zone

US equities sell-off will create opportunities

Tariffs, funding freezes, and government spending cuts have caused investors to reassess the outlook. The chances of stagflation have grown, but policy will stabilise, and opportunities will appear...

Fidelity International 27th Mar 2025

Partner Zone

UK: a fertile hunting ground for contrarian investors

Fidelity International 27th Mar 2025

Partner Zone

Podcast: The Investor’s Guide to Asia: Forced to innovate

Negative headlines about geopolitics might suggest Asian companies will struggle to push technological boundaries. Quite the opposite, say Fidelity portfolio manager Tina Tian and technology analys...

Fidelity International 27th Mar 2025

Analysis & Opinion

Emerging markets' two behemoths: China and India explored

China and India remain the dominant forces in emerging markets. They have helped change the nature of emerging market investment, shifting its geographic and sector composition. What are their pros...

Adviser-Hub 27th Mar 2025

$HE_fractured270325$ VIDEO

Emerging markets in a fractured world – panel discussion video #3

In an unsettled world, how are fund managers positioning themselves for the challenges that lie ahead? How are they handling the tariff situation, for example, and are they taking any significant e...

Adviser-Hub 27th Mar 2025

VIDEO

Harnessing growth themes in emerging markets – panel discussion video #2

Emerging markets are home to many of exciting global themes, but at a fraction of the price. Taiwan, for example, holds much of the semiconductor supply chain, while China has real prowess in clean...

Adviser-Hub 26th Mar 2025

Partner Zone

Crisis, central banks and a comeback: why gold equities shine today

Investors looking for opportunity in today’s uncertain markets should take a fresh look at gold equities. While the long-term case for gold is well established, immediate market dynamics are...

Ninety One 26th Mar 2025

Partner Zone

Hidden GEMs: AI’s new power shift – how DeepSeek is challenging US tech supremacy

Ninety One’s Anton du Plooy discusses how DeepSeek's AI breakthrough is challenging US dominance, bypassing restrictions and reshaping global AI investment and geopolitics.

Ninety One 26th Mar 2025

Partner Zone

How adversity is inspiring innovation in Brazil

High interest rates and uncertainty have created a challenging backdrop for Brazilian companies. But some businesses are using adversity to catalyse innovation.

Ninety One 26th Mar 2025

Partner Zone

Follow the trendlines, not the headlines

Tariffs are reshaping market dynamics—where are the opportunities for emerging market equity investors? Ninety One’s Varun Laijawalla explores the risks, the mispricings, and the strate...

Ninety One 26th Mar 2025

Partner Zone

Is it time to look beyond passive investing to enhanced indexation?

Discover a cost-efficient quantitative investment strategy with outperformance potential. Find out more with Aberdeen Investments.

Aberdeen Investments 25th Mar 2025

Analysis & Opinion

How to build a real net-zero portfolio

By focusing allocations on financing real-world emissions reduction and using engagement to encourage net-zero alignment, investors can help shift the economy toward a credible decarbonisation path...

Ninety One 25th Mar 2025

Analysis & Opinion

Positive Change: Investor Letter Q4 2024

The Baillie Gifford Positive Change team shares insights on Q4 2024, covering the strategy's recent performance, portfolio adjustments, and market influences.

Baillie Gifford 25th Mar 2025

Analysis & Opinion

Japan's Green Transformation Policy: are investors overlooking an opportunity?

aberdeen explains what this US$140 billion programme means for investors.

Aberdeen Investments 25th Mar 2025

Analysis & Opinion

Reframing sustainable investing for high-yield bonds

The scope for sustainability advancements in companies that issue high-yield bonds is high, and bond investors can play a key role in this, says aberdeen.

Aberdeen Investments 25th Mar 2025

Analysis & Opinion

Adviser-Hub Annual User Survey 2025

At Adviser-Hub, we value your opinion, and we invite you to take part in our annual survey. By participating, you not only contribute to improving the platform but also stand a chance to win a &pou...

Adviser-Hub 25th Mar 2025

VIDEO

Baillie Gifford | Scottish Mortgage Podcast: Nubank

Deputy manager Lawrence Burns chats with CEO David Vélez about how Nubank’s digital, fee-free banking experience has changed the game in Latin America, and how it could impact the fina...

Baillie Gifford 24th Mar 2025

Partner Zone

Scottish Mortgage interviews Nubank CEO

In this podcast, Lawrence Burns chats with CEO David Vélez about how Nubank’s digital, fee-free banking experience could impact the financial landscape globally.

Baillie Gifford 24th Mar 2025

Partner Zone

Baillie Gifford | Scottish Mortgage Podcast: Nubank

Deputy manager Lawrence Burns chats with CEO David Vélez about how Nubank’s digital, fee-free banking experience has changed the game in Latin America, and how it could impact the fina...

Baillie Gifford 24th Mar 2025

VIDEO

Emerging markets' two behemoths: China and India explored – panel discussion video #1

China has been a weak spot for emerging markets, but after a series of stimulus packages it is showing signs of recovery. How important is it for the fate or emerging markets more broadly? At the s...

Adviser-Hub 21st Mar 2025

Analysis & Opinion

The Week: fund managers cool on the US technology trade

Monthly fund manager survey finds little enthusiasm for US equities as Trump trade weakens.

Adviser-Hub 20th Mar 2025

Analysis & Opinion

Understanding tariffs in five charts

To help make sense of it all, Capital Group developed this guide to tariffs and their potential implications for the economy, markets and investors.

Capital Group 20th Mar 2025

Analysis & Opinion

Market view: UK: a fertile hunting ground for contrarian investors

Fidelity believes the UK market has an underappreciated richness of opportunity, combining strong earnings growth, high dividend yields and low valuations.

Fidelity International 20th Mar 2025

Analysis & Opinion

Market view: investing in the 'sweet spot' of global credit

aberdeen’s Mark Munro makes the case for investing in the sweet spot cross-over segment of BBB- and BB-rated credits.

Aberdeen Investments 20th Mar 2025

Partner Zone

Macro brief: growing risks to India’s demographic dividend

Capital Group’s Anirudha Dutta, Macro Analyst, assesses the challenges that could dent – but not derail – the India story.

Capital Group 18th Mar 2025

Partner Zone

Why global fixed income strategies are important in today’s market environment

Expanding the opportunity set by adopting a global approach can provide fixed income investors with several important benefits, says Capital Group’s Jeremy Cunningham.

Capital Group 18th Mar 2025

Podcast

Ninety One | Changing realities challenge the bet on US exceptionalism

Ninety One’s Sahil Mahtani argues that the Trump administration appears willing to tolerate a slowdown to push through structural reform, which may lead investors to seek opportunities beyond...

Ninety One 18th Mar 2025

Podcast

Ninety One | Follow the trendlines, not the headlines

Tariffs are reshaping market dynamics—where are the opportunities for emerging market equity investors? Portfolio manager Varun Laijawalla explores the risks, the mispricings, and the strateg...

Ninety One 18th Mar 2025

Podcast

Baillie Gifford | US perspectives: AI evolves again

Baillie Gifford explores how the rapid market shift in AI and computer processing is transforming industries.

Baillie Gifford 18th Mar 2025

Partner Zone

Crossing the river: what Fidelity learnt from China’s NPC

While the economic targets announced at China’s recent National People’s Congress (NPC) are mostly in line with expectations, it appears Beijing has saved ammunition for when the extent...

Fidelity International 17th Mar 2025

VIDEO

Ninety One | Beyond the traditional

In the latest episode of From the Income Desk, Ellie Clapton is joined by Jason Borbora-Sheen, Portfolio Manager of the Ninety One Diversified Income Fund, and Darpan Harar, Portfolio Manager of th...

Ninety One 17th Mar 2025

Partner Zone

What do tariffs mean for bond investors?

Fidelity’s fixed income portfolio managers highlight why they continue to find the best risk-adjusted opportunities in the front end of the sterling credit curve.

Fidelity International 17th Mar 2025

Partner Zone

Finding value in overlooked Asian companies

Nitin Bajaj, portfolio manager of Fidelity Asian Values PLC and the Fidelity Asian Smaller Companies and China Focus Funds, reviews the fundamental backdrop facing investors in Asia.

Fidelity International 17th Mar 2025

Partner Zone

Unlocking the power of active ETFs

Fidelity outlines how its active ETFs can help investors navigate shifting dynamics by targeting specific market exposures and investment outcomes.

Fidelity International 17th Mar 2025

Partner Zone

Is the market’s bet on US exceptionalism being tested?

Ninety One’s Sahil Mahtani argues that the Trump administration appears willing to tolerate a slowdown to push through structural reform, which may lead investors to seek opportunities beyond...

Ninety One 13th Mar 2025

Analysis & Opinion

Changing realities challenge the bet on US exceptionalism

Ninety One’s Sahil Mahtani argues that the Trump administration appears willing to tolerate a slowdown to push through structural reform, which may lead investors to seek opportunities beyond...

Ninety One 13th Mar 2025

Analysis & Opinion

Emerging market equity income – resilience in a volatile world

From AI to the unstoppable energy transition, aberdeen explores the reasons to stay positive about emerging markets in a Trump world.

Aberdeen Investments 13th Mar 2025

Analysis & Opinion

The Week: The rise of passive faces a threat from US weakness

The rise of passive faces a threat from US weakness.

Adviser-Hub 13th Mar 2025

Partner Zone

Beyond the traditional

In the latest episode of From the Income Desk, Ninety One’s Jason Borbora-Sheen and Darpan Harar join Ellie Clapton to discuss the opportunities that lie beyond traditional fixed income alloc...

Ninety One 13th Mar 2025

Partner Zone

Picture this: a tale of two tails in credit markets

Ninety One explains why bank capital is among specialist credit markets that present a smarter choice for investors.

Ninety One 13th Mar 2025

Marketing Toolkit

Blurred lines: the EM’ification of DM

A shift in volatility in developed markets means asset allocators face a new reality. Ninety One explains.

Ninety One 13th Mar 2025

Analysis & Opinion

Climate scenarios: so what, and what’s next?

Six themes Baillie Gifford thinks will influence companies’ futures as the world adapts to climate change.

Baillie Gifford 12th Mar 2025

Analysis & Opinion

Climate scenarios: preparing for uncertainty

Baillie Gifford explains how scenario analysis and climate adaptation can unlock exciting investment opportunities in resilient companies.

Baillie Gifford 12th Mar 2025

Analysis & Opinion

Five issues for sustainability investors in 2025

Aberdeen Investments assesses how political and economic turbulence will affect sustainable investing.

Aberdeen Investments 12th Mar 2025

Partner Zone

MyFolio Managed is evolving into MyFolio Core

Read Aberdeen Investments’ latest article on their changes to the multi-asset range, lower fees, and wider investment options across the universe.

Aberdeen Investments 11th Mar 2025

Business Toolkit

Tax treatment of money purchase death benefit payments

Under the lifetime allowance (LTA) replacement regime, one of the three new allowances is the lump sum and death benefit allowance (LSDBA).

Fidelity Adviser Solutions 11th Mar 2025

Market Updates

Market briefings looking back at February

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

Adviser-Hub 11th Mar 2025

Market Updates

Global updates: tariff jitters

US markets declined over February as a whole, driven down by concerns over the possible impact of US President Donald Trump’s trade tariffs.

Adviser-Hub 11th Mar 2025

Market Updates

UK market review: “A deterrent to investment”?

US markets declined over February as a whole, driven down by concerns over the possible impact of US President Donald Trump’s trade tariffs.

Adviser-Hub 11th Mar 2025

Partner Zone

Why it pays to be active in EM equities

Passive equity strategies have gained considerable market share in large, liquid, developed markets. However, their adoption in emerging markets remains limited. Ninety One explores why emerging ma...

Ninety One 11th Mar 2025

Partner Zone

Decoding tariffs: what’s the economic impact?

With growing noise around tariffs, Capital Group outlines what it is doing to consider a range of potential outcomes for the economy, markets and companies.

Capital Group 11th Mar 2025

Analysis & Opinion

Capital Group UK – New Perspective Fund

We’re excited to introduce our new Fund in Focus overview – a concise, two-page summary of a selected fund.

Capital Group 10th Mar 2025

Analysis & Opinion

AI fever: has it become too hot?

Against a backdrop of heightened enthusiasm for AI, Capital Group’s Chris Buchbinder, Equity Portfolio Manager, assesses the outlook for the sector.

Capital Group 6th Mar 2025

Analysis & Opinion

The Week: Why income could be an investor’s friend in volatile markets

As US markets wobble, income may be a more predictable source of returns for investors.

Adviser-Hub 6th Mar 2025

Analysis & Opinion

Why global fixed income strategies are important in today’s market environment

Expanding the opportunity set by adopting a global approach can provide fixed income investors with several important benefits, says Capital Group’s Jeremy Cunningham.

Capital Group 6th Mar 2025

Analysis & Opinion

Can active and passive team up for investment success?

Enhanced indexation blends cost-efficient quantitative rigour with active alpha potential – abrdn’s Nick Millington, Head of Systematic Index Solutions, tells us more.

Aberdeen Investments 6th Mar 2025

Partner Zone

How to talk to clients about Bitcoin

Bitcoin and other cryptocurrencies have captured the imagination of investors, rising to become a more accepted and influential asset class. Capital Group takes a closer look.

Capital Group 5th Mar 2025

Partner Zone

Three views on where to invest under Trump 2.0

Three Capital Group investment professionals offer their take on opportunities and vulnerabilities as the Trump administration seeks to drastically reshape foreign and domestic policy.

Capital Group 5th Mar 2025

Partner Zone

Five keys to investing in 2025

Watch Capital Group portfolio manager Rob Lovelace and economist Jared Franz discuss economic cycles, developments in AI and healthcare, and the impact tariffs could have on markets.

Capital Group 5th Mar 2025

Partner Zone

Private growth: looking over the overlooked

Baillie Gifford 4th Mar 2025

Partner Zone

What dancing robots tell us about the possibilities of investing in China

China’s economy is increasingly driven by innovation and policy that supports technology and science. The recent breakthroughs in AI reinforce our view that China is an allocation worth makin...

Fidelity International 4th Mar 2025

Partner Zone

Strat chat: Fading Trump trades

Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and outlines his views across the strategy’s main alpha sources. Amid th...

Fidelity International 4th Mar 2025

Partner Zone

Latin America equities: Reasons for optimism

The Latin America index derated significantly last year as fiscal pressures in Brazil, and a volatile political backdrop for Mexico squeezed equity markets. However, Chris Tennant, co-portfolio man...

Fidelity International 4th Mar 2025

Partner Zone

Why we are cautiously optimistic on China

China's economic landscape presents a mix of challenges and opportunities for investors. While tariffs and regulatory concerns have impacted sentiment, the focus on domestic revenue-generating...

Fidelity International 4th Mar 2025

Partner Zone

Sustainability outlook 2025: ESG as BAU

A recent survey we conducted alongside Coalition Greenwich shows that environmental, social, and governance concerns remain high on investors agendas.

Fidelity International 4th Mar 2025

Partner Zone

Webinar: The case for multi asset income in today’s macro environment

Fidelity Global Multi Asset Income portfolio managers Talib Sheikh and Becky Qin discuss their outlook for the strategy, portfolio positioning and key highlights of 2024, including performance. In...

Fidelity International 4th Mar 2025

Partner Zone

AI’s big breakthrough won’t happen this year

Artificial intelligence is expected to have a minimal impact on companies’ profitability in 2025, with most of its potential still some years away. For now, though, the big names in technolog...

Fidelity International 4th Mar 2025

Partner Zone

A real assets recovery in the UK

Real assets like property and infrastructure are presenting new opportunities in the UK. Learn how Baillie Gifford is taking advantage of them.

Baillie Gifford 4th Mar 2025

Podcast

abrdn Investments | Deepseeking – China’s LLM leap

In the latest episode of Aberdeen’s Emerging Market Equities podcast, Nick Robinson sits down with Pruksa Iamthongthong to take a deep dive into the current world of AI.

Aberdeen Investments 4th Mar 2025

Podcast

Ninety One | How DeepSeek might dethrone the dollar

Ninety One’s Alex Holroyd Jones examines how DeepSeek’s challenge to US technological dominance may disrupt global markets.

Ninety One 28th Feb 2025

Analysis & Opinion

The Week: Back to the races for big technology

Can strong results from Nvidia calm investor nerves on the outlook for the dominant technology sector?

Adviser-Hub 27th Feb 2025

VIDEO

Baillie Gifford | Scottish Mortgage Podcast: How Tempus AI is Pioneering AI-enabled Healthcare

Eric Lefkofsky, CEO and founder of Tempus AI, explains to Scottish Mortgage manager Tom Slater the huge potential in personalising cancer diagnosis and treatment at scale.

Baillie Gifford 27th Feb 2025

Partner Zone

Scottish Mortgage Podcast: How Tempus AI is Pioneering AI-enabled Healthcare

Eric Lefkofsky, CEO and founder of Tempus AI, explains to Scottish Mortgage manager Tom Slater the huge potential in personalising cancer diagnosis and treatment at scale.

Baillie Gifford 27th Feb 2025

Partner Zone

Baillie Gifford | Scottish Mortgage Podcast: How Tempus AI is Pioneering AI-enabled Healthcare

Eric Lefkofsky, CEO and founder of Tempus AI, explains to Scottish Mortgage manager Tom Slater the huge potential in personalising cancer diagnosis and treatment at scale.

Baillie Gifford 27th Feb 2025

Analysis & Opinion

Private growth: looking over the overlooked

Baillie Gifford 27th Feb 2025

Analysis & Opinion

Blurred lines: the EM’ification of DM

A shift in volatility in developed markets means asset allocators face a new reality. Ninety One explains.

Ninety One 27th Feb 2025

Partner Zone

Could Trump derail a potential US capex supercycle?

Several large stimulus programmes introduced by the Biden administration have been scaled back. Capital Group outlines how global companies across a variety of sectors could be impacted by US polic...

Capital Group 27th Feb 2025

Partner Zone

The current opportunity in European equities

Sam Morse and Marcel Stötzel, portfolio managers of Fidelity European Fund and Fidelity European Trust PLC, examine the challenges and opportunities facing investors in European equities. Desp...

Fidelity International 27th Feb 2025

Analysis & Opinion

The importance of stewardship when selecting companies

Stewart Investors believes the quality of people behind a business has the greatest bearing on its long-term success or failure. Read examples of their portfolio holdings across a range of ownershi...

FSSA Investment Managers 25th Feb 2025

Partner Zone

Hidden GEMs: Argentina’s remarkable turnaround

Ninety One’s Christine Reed, Emerging Market Fixed Income Portfolio Manager, charts Argentina’s remarkable turnaround story and considers the broader lessons for emerging market debt in...

Ninety One 25th Feb 2025

VIDEO

Baillie Gifford | Scottish Mortgage Investor Webinar: Your Questions Answered

In this recent webinar, Tom Slater and Lawrence Burns discuss the topics on shareholders’ minds, from the impact of the Trump administration and investing in China, to artificial intelli...

Baillie Gifford 25th Feb 2025

Partner Zone

Scottish Mortgage Investor Webinar: Your Questions Answered

In this recent webinar, Tom Slater and Lawrence Burns discuss the topics on shareholders’ minds, from the impact of the Trump administration and investing in China, to artificial intelli...

Baillie Gifford 25th Feb 2025

Business Toolkit

UFPLS withdrawals and the annual allowance tax charge

Paul Squirrell, Fidelity Adviser Solutions’ pension expert, answers a question raised via the Pension Forum.

Fidelity Adviser Solutions 24th Feb 2025

Partner Zone

Positive Conversations

Explore the Baillie Gifford’s Positive Change Team’s latest environmental, social and governance (ESG) report and find out why interactions with companies make a difference. Capital at...

Baillie Gifford 24th Feb 2025

Podcast

Ninety One | Talking Tariffs

With tariffs becoming an increasingly unpredictable tool of US economic policy, Ninety One’s Sangeeth Sewnath, Head of Americas, sits down with Thys Louw and Sahil Mahtani to discuss how inve...

Ninety One 20th Feb 2025

Podcast

Ninety One | How DeepSeek might dethrone the dollar

Ninety One’s Alex Holroyd Jones examines how DeepSeek’s challenge to US technological dominance may disrupt global markets.

Ninety One 20th Feb 2025

Podcast

Fidelity International | Why research gives you an edge

What do thousands of company meetings tell investors about the state of the world in 2025? Fidelity International’s annual Analyst Survey answers this question and more.

Fidelity International 20th Feb 2025

Analysis & Opinion

The Week: the UK: any catalyst for a revival?

It’s been a big week of data for the UK economy. Does it move the dial on UK equities?

Adviser-Hub 19th Feb 2025

Partner Zone

Enhancing portfolio resilience with diversifying liquid alternatives

The reduced effectiveness of traditional diversification strategies is encouraging investors to reconsider the role of liquid alternatives. Fidelity examines the case for these strategies to add po...

Fidelity International 18th Feb 2025

Partner Zone

Bank of England Blog: disagreement and agreement

Fidelity fixed income portfolio manager Kris Atkinson outlines his latest views on interest rate risk from here and highlights why he still remains long UK duration.

Fidelity International 18th Feb 2025

Partner Zone

Weak UK outlook calls for nuanced approach

Multi Asset Open portfolio managers Caroline Shaw and Chris Forgan discuss why the weak growth outlook for the UK requires a more nuanced investment approach. They share how they are taking the bes...

Fidelity International 18th Feb 2025

Partner Zone

Assessing the impact of US tariffs

What are the actual, lasting impacts of tariffs on the United States and other countries? Three Capital Group professionals with a close eye on trade policy offer their views.

Capital Group 18th Feb 2025

Partner Zone

Should investors be nervous about the stock market?

Does the sudden flare-up in volatility signal it’s time for investors to be more cautious? Or can the powerful market rally continue? For Capital Group CIO Martin Romo, the short answer is ye...

Capital Group 18th Feb 2025

Partner Zone

Germany’s surprising equity market

Capital Group’s Beth Beckett, Economist, looks past the macro gloom.

Capital Group 18th Feb 2025

Partner Zone

Are we seeing a generational shift in the global economy?

Right now, it appears there are several transformational changes happening all at once. Capital Group explores how equity markets are responding.

Capital Group 18th Feb 2025

Partner Zone

How DeepSeek might dethrone the dollar

Ninety One’s Alex Holroyd Jones examines how DeepSeek’s challenge to US technological dominance may disrupt global markets.

Ninety One 18th Feb 2025

Partner Zone

Discovery: our philosophy

Investment manager Douglas Brodie discusses the Baillie Gifford Discovery Strategies and reflects on their philosophy and the exciting opportunities ahead.

Baillie Gifford 17th Feb 2025

Partner Zone

Unconventional research: profile of an investigative researcher

Discover how Hatty Oliver's unique research at Baillie Gifford, seeking perspectives from used car dealers to female motorbike gangs, shapes investor thinking and informs their distinctive appr...

Baillie Gifford 17th Feb 2025

Partner Zone

Pacific Horizon: opportunities in Asia ex Japan

Roddy Snell reflects on the past year and explores future opportunities of the Baillie Gifford Pacific Horizon Investment Trust.

Baillie Gifford 17th Feb 2025