Adviser-Hub articles

sm_portfupdt310125 VIDEO

Baillie Gifford | Scottish Mortgage Portfolio Update Q4 2024

Investment specialist Hamish Maxwell delivers an update on the portfolio, including the market’s short-term concerns vs. long-term structural trends, outlining different definitions of &lsquo...

Baillie Gifford 31st Jan 2025

Partner Zone

Scottish Mortgage Portfolio Update Q4 2024

Investment specialist Hamish Maxwell delivers an update on the portfolio, including the market’s short-term concerns vs. long-term structural trends, outlining different definitions of &lsquo...

Baillie Gifford 31st Jan 2025

Partner Zone

Model me this: Fidelity’s annual Analyst Survey

Fidelity’s annual Analyst Survey gels the views of more than 100 analysts who cover sectors and companies across the world in detail and in depth.

Fidelity International 30th Jan 2025

Partner Zone

AI’s big breakthrough won’t happen this year

Most of AI’s potential is still some years away, but for now, says Fidelity, the big names in technology are still going strong as they prepare the ground for this brave new world.

Fidelity International 30th Jan 2025

Partner Zone

AI revolution: behind the 'overnight' success

Baillie Gifford’s Stewart Hogg explores how AI is reshaping companies and driving long-term growth.

Baillie Gifford 30th Jan 2025

Partner Zone

Why growth investing works

Basing asset allocation on the short term won’t help you in the long run. Baillie Gifford explains why.

Baillie Gifford 30th Jan 2025

Article-Technology-04-smll2024 Analysis & Opinion

The Week: the reverberations from DeepSeek

Vulnerabilities in the US technology sector have been revealed by the arrival of a cheaper Chinese AI model.

Adviser-Hub 30th Jan 2025

fil_ai300125 Analysis & Opinion

AI’s big breakthrough won’t happen this year

Most of AI’s potential is still some years away, but for now, says Fidelity, the big names in technology are still going strong as they prepare the ground for this brave new world.

Fidelity International 30th Jan 2025

nione_em300125 Analysis & Opinion

EM debt: the evolution of an asset class

Emerging market debt has evolved, resulting in a better-quality and highly diverse opportunity set that is ripe with alpha-capture potential. Ninety One tells us more. 

Ninety One 30th Jan 2025

fil_retire300125 Analysis & Opinion

Is a ‘comfortable retirement’ affordable?

Do retirees have enough financial resources to last for a lifetime? Fidelity Adviser Solutions’ Paul Squirrell, Head of Retirement and Savings Development, takes a closer look. 

Fidelity International 30th Jan 2025

Partner Zone

Inevitable and investable: five long-term growth drivers

Baillie Gifford explores some of the ways the world will change, from smarter robots to medical breakthroughs achieved at speed.

Baillie Gifford 30th Jan 2025

Partner Zone

Bonds of contention: unravelling volatility in UK gilts

Gilts have been in the spotlight as part of the recent global bond selloff, with many market narratives surrounding the latest turmoil. Here, fixed income portfolio manager Shamil Gohil outlines th...

Fidelity International 30th Jan 2025

Partner Zone

Patience and resilience are key for China’s equity markets in the Year of the Snake

Fidelity China Equity portfolio managers Dale Nicholls and Hyomi Jie share their latest views on the risks and opportunities facing investors in the region.

Fidelity International 30th Jan 2025

Partner Zone

The return of Donald Trump: start of the deals

Could the president’s second term be as much about dealmaking as inflation? Fidelity’s analysts take stock.

Fidelity International 30th Jan 2025

abrdn_hedge300125 Partner Zone

H1 2025 hedge fund outlook

abrdn Investments examines what may be in store for the asset class in the new year, including insights, projections, trends, and implications.

Aberdeen Investments 30th Jan 2025

bg_diabetes280125 Analysis & Opinion

Diabetes: investing for positive change

Baillie Gifford explains how innovative diabetes solutions are driving global positive change.

Baillie Gifford 28th Jan 2025

bg_esg280125 Analysis & Opinion

The G of ESG: governance reimagined

Why Baillie Gifford doesn’t follow the crowd when assessing a company’s governance behaviours and structures.

Baillie Gifford 28th Jan 2025

abrdn_sustain280125 Analysis & Opinion

Sustainability Inspires: how infrastructure delivers for investors and the planet

abrdn discusses how infrastructure investments can help to achieve optimal outcomes for society.

Aberdeen Investments 28th Jan 2025

Partner Zone

Scottish Mortgage interviews Solugen’s CEO

How did the CEO of Scottish Mortgage holding Solugen start a revolution within the chemicals industry over a game of poker? Find out in this episode of the Invest in Progress podcast. Capital at ri...

Baillie Gifford 24th Jan 2025

Partner Zone

Baillie Gifford Managed Fund: Investment Update

Investment manager Iain McCombie and investment specialist Paul Roberts give an update on the Managed Fund covering Q4 2024. Capital at risk. 

Baillie Gifford 24th Jan 2025

Partner Zone

Five inevitable and investable long-term growth drivers

From smarter robots to intelligently designed drugs, Baillie Gifford partner Stuart Dunbar discusses some of the transformations that will define the years ahead in this episode of Short Briefings...

Baillie Gifford 24th Jan 2025

Article-America-02-smll2024 Analysis & Opinion

The Week: Trump’s early days: a flurry of activity, but any clarity?

Trump’s early executive orders have continued the themes established during the campaign.

Adviser-Hub 23rd Jan 2025

fil_trump230125 Analysis & Opinion

The return of Donald Trump: start of the deals

Could the president’s second term be as much about dealmaking as inflation? Fidelity’s analysts take stock.

Fidelity International 23rd Jan 2025

cgrp_beyond230125 Analysis & Opinion

2025 and beyond: key industry and market trends

Capital Group CEO Mike Gitlin and vice chair Jody Jonsson discuss opportunities and challenges in the evolving investment landscape, share their market outlook and assess important trends in the fi...

Capital Group 23rd Jan 2025

abrdn_frontier230125 Partner Zone

Frontier bonds: reward versus risk is still attractive in 2025?

abrdn’s Kevin Daly explains why he thinks frontier country bonds should offer more reward than risk in 2025.

Aberdeen Investments 23rd Jan 2025

cgp_pers220125 Partner Zone

Perspectives on equity markets for Q1 2025 and beyond

To help investors explore the investment implications in global equity markets over the near and longer term, Capital Group has published the first of its quarterly Equity Perspectives reports.

Capital Group 22nd Jan 2025

cgp_keying220125 Partner Zone

5 keys to investing in 2025

Capital Group’s latest ‘5 keys to investing’ report highlights some interesting takeaways about the current environment and shares potential actions to consider as investors evalu...

Capital Group 22nd Jan 2025

cgp_duration220125 Partner Zone

Duration’s comeback: a better friend for income and credit

Capital Group believes it’s time for income and credit investors to accept duration back into the friend circle.

Capital Group 22nd Jan 2025

Partner Zone

Accessing robust equity markets through Quality Value ETFs

With high valuations continuing to pose a risk in some parts of the market, Fidelity explains the attributes of its Quality Value ETFs, which seek to capture equity market upside through a differen...

Fidelity International 21st Jan 2025

Article-Communications-02-smll2024 Business Toolkit

Capital Gains and Investment Accounts

In this video, Fidelity's Paul Squirrell covers the methodology for performing these calculations as well as how to establish whether any tax is payable and, if so, how much.

Fidelity Adviser Solutions 21st Jan 2025

bg_podcast VIDEO

Baillie Gifford | Five inevitable and investable long-term growth drivers

From smarter robots to intelligently designed drugs, Baillie Gifford partner Stuart Dunbar discusses some of the transformations that will define the years ahead in this episode of Short Briefings...

Baillie Gifford 21st Jan 2025

bgmanaged_q4 VIDEO

Baillie Gifford | Baillie Gifford Managed Fund: Investment Update

Investment manager Iain McCombie and investment specialist Paul Roberts give an update on the Managed Fund covering Q4 2024. Capital at risk. 

Baillie Gifford 21st Jan 2025

Partner Zone

Where next for Digital Assets and bitcoin in 2025?

Fidelity’s Giselle Lai, Associate Investment Director, Digital Assets, discussed developments in the digital asset landscape with Martha Reyes, Research Analyst at Fidelity Digital Assets®...

Fidelity International 21st Jan 2025

nione_defen210125 Podcast

Ninety One | Defensive income: a steady beacon amid potential disorder

Amid global uncertainty and shifting markets, fixed income emerges as a reliable anchor for investors. However, Ninety One’s John Stopford sees better opportunities beyond traditional markets...

Ninety One 21st Jan 2025

bg_inevit210125 Podcast

Baillie Gifford | Inevitable and investable: five long-term growth drivers

Baillie Gifford explores some of the ways the world will change, from smarter robots to medical breakthroughs achieved at speed.

Baillie Gifford 21st Jan 2025

Partner Zone

Gilt selloff: Return of Truss 2.0?

The ongoing global government bond selloff has pushed 30-year gilt yields to their highest level since 1998, drawing comparisons to the fallout from the Truss government’s 2022 budget fiasco....

Fidelity International 20th Jan 2025

Partner Zone

Webinar: The enduring case for emerging markets

Fidelity Emerging Markets portfolio managers Nick Price and Chris Tennant discuss their outlook for emerging market equities, exploring signs of stabilisation in China, as well as opportunities in...

Fidelity International 20th Jan 2025

bg_solugen VIDEO

Baillie Gifford | Scottish Mortgage interviews Solugen’s CEO

How did the CEO of Scottish Mortgage holding Solugen start a revolution within the chemicals industry over a game of poker? Find out in this episode of the Invest in Progress podcast. Capital at ri...

Baillie Gifford 20th Jan 2025

Partner Zone

The concentration conundrum: challenge or opportunity?

In today’s era of US mega caps, exceptional growth opportunities often lie in less researched companies, says Baillie Gifford.

Baillie Gifford 17th Jan 2025

Partner Zone

Global Alpha Insights: investing in resilience beyond political cycles

Baillie Gifford’s Amy Dinwoodie, investment specialist, explains why they believe elections don't impact stock market returns and why your Global Alpha portfolio remains well-positioned r...

Baillie Gifford 17th Jan 2025

Partner Zone

Monks’ musings: sweeter coffee and building scale

Backing the Dutch Bros coffee chain, and Builders FirstSource’s push into higher-margin goods.

Baillie Gifford 17th Jan 2025

Partner Zone

Finding opportunities in China amid volatility

Fidelity China Special Situations PLC portfolio manager Dale Nicholls shares his outlook for 2025 and provides an insight into how he is looking to position the portfolio against an evolving macro...

Fidelity International 17th Jan 2025

Article-London-01-smll2024 Analysis & Opinion

The Week: the crisis that wasn’t: UK gilts

Economists were quick to create a crisis out of a temporary rise in bond yields. 

Adviser-Hub 16th Jan 2025

cgrp_dura160125 Analysis & Opinion

Market view: Duration’s comeback: a better friend for income and credit

Capital Group believes it’s time for income and credit investors to accept duration back into the friend circle.

Capital Group 16th Jan 2025

fssa_global160125 Analysis & Opinion

Global Listed Infrastructure 2025 outlook

First Sentier Investors believes that global listed infrastructure is well placed to deliver strong returns in 2025.

FSSA Investment Managers 16th Jan 2025

abrdn_smllcps150125 VIDEO

abrdn Investments | abrdn bitesize - Small caps: too big to ignore

Kirsty Desson talks about the abrdn Global Smaller Companies Fund and why investors should look at small caps.

Aberdeen Investments 15th Jan 2025

abrdn_vol150125 VIDEO

abrdn Investments | abrdn bitesize - Fixed income: embracing volatility

Luke Hickmore talks fixed income markets, interest rates and how we will position the abrdn Strategic Bond Fund.

Aberdeen Investments 15th Jan 2025

nione5_earn140125 Partner Zone

Quality earnings are more predictable than the market

Ninety One’s Clyde Rossouw explains why investors who buy businesses that have realisable growth – not the promise of growth - should be well placed in 2025.

Ninety One 14th Jan 2025

nione4_beyond140125 Partner Zone

Beyond the headlines: uncovering opportunities in emerging markets

Whether it’s shifting focus from the macro to the micro, or questioning the consensus, investors should look beyond the mainstream spotlight to get the best out of the asset class.

Ninety One 14th Jan 2025

nione3_defen140125 Partner Zone

Build defences and diversify your income sources

Following another stellar year in credit markets, the case for embracing a more diverse opportunity set has never been clearer … investors seeking steady income and portfolio resilience shou...

Ninety One 14th Jan 2025

nione2_opport140125 Partner Zone

Opportunities at a low point in the sentiment cycle

Higher interest rates and policy uncertainty have resulted in negative sentiment towards clean-tech sectors. This is creating a compelling opportunity for a countercyclical, diversified source of r...

Ninety One 14th Jan 2025

nione1_building140125 Partner Zone

A building global recovery

Ninety One’s Philip Saunders and Sahil Mahtani explore where the smart capital will be heading in 2025 – and where the pitfalls lie.

Ninety One 14th Jan 2025

Article-Time-01-smll20244 Business Toolkit

Reflections on the Autumn Budget 2024

Fidelity's Paul Squirrell takes a detailed look at the new government’s first Budget and considers the implications for financial planning.

Fidelity Adviser Solutions 13th Jan 2025

Article-business-01-smll2024 Analysis & Opinion

The Week: what does the latest fund flow data tell us about the year ahead?

Amid a slew of outlooks and predictions, what does the latest Calastone data reveal about sentiment at the start of 2025?

Adviser-Hub 9th Jan 2025

Article-DonaldTrump-01-smll2024 Market Updates

Global updates: Markets brace for Trump’s second term

Although the Dow Jones Industrial Average Index fell by 5.3% in December, dampened by uncertainty over the pace of future rate cuts, it rose by 12.9% over 2024.

Adviser-Hub 9th Jan 2025

Article-London-01-smll2024 Market Updates

UK market review: UK markets end 2024 in the black … but risks remain

The FTSE 100 Index ended 2024 in positive territory, rising by 5.7% over the year to notch up a fourth consecutive year of positive gains. However, the blue-chip index fell by 1.4% over December.

Adviser-Hub 9th Jan 2025

Article-Global-04-smll2024 Market Updates

Market briefings looking back at December

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

Adviser-Hub 9th Jan 2025

abrdn_mexico090125 Podcast

abrdn Investments | Down in Mexico?

In this episode of abrdn’s Emerging Market Equities podcast, Nick Robinson sits down with Eduardo Figueiredo to discuss his recent trip to Mexico.
 

Aberdeen Investments 9th Jan 2025

nione_hidgem070125 Partner Zone

Hidden GEMs: how to stop worrying and learn to live with (if not love) tariffs

Ninety One’s Alan Siow, Co-Head of Emerging Market Corporate Debt, explains why a new US tariff regime, while potentially creating some turbulence, need not be the existential threat that som...

Ninety One 7th Jan 2025

nione_fash070125 Partner Zone

Delivering fashionable returns

Anna Farmbrough explains why Ninety One’s Quality team believes that Next, with its market-leading online platform and innovative approach to growth, is well placed to deliver sustained growt...

Ninety One 7th Jan 2025

nione_third070125 Partner Zone

The third lever

Monetary, fiscal, migration: Ninety One explores how the US recession was averted in 2022-2023.

Ninety One 7th Jan 2025

nione_nat070125 Partner Zone

Five reasons to allocate to natural resources equities (it’s not just about inflation!)

Ninety One sees five compelling reasons for investors to revisit natural resources equities.

Ninety One 7th Jan 2025

hubth_070125 VIDEO

Hub Themes | 2025 Outlook

As we say goodbye to 2024 and head into 2025, Hub Themes – a curated selection of articles from our sponsors – takes a look at some of the key questions, themes and trends that are set...

Adviser-Hub 7th Jan 2025

Partner Zone

The enduring case for emerging markets

Fidelity Emerging Markets portfolio managers Nick Price and Chris Tennant discuss their outlook for emerging market equities, exploring signs of stabilisation in China as well as opportunities in m...

Fidelity International 7th Jan 2025

Partner Zone

CIO 2025 Outlook - A divergent shift

Senior members of Fidelity’s investment team explore the key factors driving markets and analyse the implications for the world's major asset classes as we head into 2025.

Fidelity International 7th Jan 2025

cgp_fixed070125 Partner Zone

Fixed income outlook: resilient US provides an anchor

The enduring resilience of the US economy will be a key driver of financial markets in 2025 and beyond. 

Capital Group 7th Jan 2025

cgp_outlk070125 Partner Zone

2025 Outlook: We have seen this movie before

As we head into 2025, it is hard not to notice several parallels with the past; it feels like we have seen this movie before.

Capital Group 7th Jan 2025

cgp_stkmk070125 Partner Zone

Stock market outlook: AI leads a broadening market

Clear tailwinds are gathering behind equity markets, providing an upbeat outlook for stocks in 2025.

Capital Group 7th Jan 2025

nion_em030125 Analysis & Opinion

Emerging markets and the transition finance opportunity

Ninety One’s Matt Christ and Karen Shackleton discuss the relevance of emerging markets for the global transition to net zero.

Ninety One 3rd Jan 2025

bg_renew030125 Analysis & Opinion

Stock story: Ecolab

Baillie Gifford’s Impact Director Edward Whitten explains how water management company Ecolab is applying over 100 years of expertise to benefit both its customers and the planet.

Baillie Gifford 3rd Jan 2025

abrdn_clims060125 Analysis & Opinion

Climate Scenario Analysis: Steering through transition delays

abrdn asks: is it time to reassess your investment strategy amid climate policy delays and clean technology advances?

Aberdeen Investments 3rd Jan 2025

abrdn_equity060125 Analysis & Opinion

Equity: Unpicking the Trump effect on sustainability in four industries

abrdn explores the impact of Trump policies on sustainability across tech, healthcare, industrials and utilities. What does the future hold?

Aberdeen Investments 3rd Jan 2025

Partner Zone

Baillie Gifford Managed Fund: 30 years of growth

Iain McCombie, co-manager of the Managed Fund, reflects on 30 years at Baillie Gifford, highlighting the firm's adaptability and long-term focus amidst volatile markets. 

Baillie Gifford 3rd Jan 2025

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