articles from Adviser-Hub

Adviser-Hub articles

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...