Adviser-Hub articles

Article-Chart-05-smll2024 Analysis & Opinion

The Week: The wobbling UK bond market

Gilts are in a vulnerable spot, with consequences for government borrowing and spending.

Adviser-Hub 29th May 2025

fil_sideline290525ao Analysis & Opinion

From the sidelines to the playing field

Fidelity explains the role of cash amid heightened market uncertainty.

Fidelity International 29th May 2025

abrdn_em290525ao Analysis & Opinion

Why income investing in emerging markets?

Most often associated with growth investing, Aberdeen explores how emerging markets represent a uniquely appealing income universe for today's active investors with a total return mindset.

Aberdeen Investments 29th May 2025

cgp_catylst290525 Partner Zone

New catalysts spur global stocks

For the first time in many years, the picture is brightening for non-US stocks, and there are new catalysts accelerating change. Capital Group explains.

Capital Group 29th May 2025

cpg_chinese290525 Partner Zone

Four factors that could drive Chinese equity markets

Capital Group sets out four factors that are likely to influence future of Chinese equities.

Capital Group 29th May 2025

fil_retirement290525 VIDEO

Fidelity International | Tackling retirement income challenges and finding opportunities

Fidelity asks Laura Whetstone, Director at Lathe & Co Wealth Advisers, about the challenges financial planners and their clients have when approaching retirement, including cashflow reporting a...

Fidelity International 29th May 2025

abrdn_emerg280525-1 Partner Zone

Emerging markets income equity: confidence and recovery in Asia

Matt Williams, Senior Investment Director on the Global Emerging Markets desk, reports back on some long-term positives for the region. 

Aberdeen Investments 28th May 2025

abrdn_futurem280525 Partner Zone

Future Minerals: why utility and scarcity make a winning union

Demand for ‘future minerals’ vital to the green transition is set to take off. Here’s the why, and how, you should consider playing the start of this new ‘super cycle’...

Aberdeen Investments 28th May 2025

abrdn_trump280525 Partner Zone

What Trump's trade war means for EM local currency bonds

Kieran Curtis considers the outlook for emerging market local currency bonds amid the US-led global trade war.

Aberdeen Investments 28th May 2025

abrdn_undergd280525 Partner Zone

Future Minerals: From underground to building blocks of tomorrow

Future minerals are critical to the green transition. Even though demand is forecast to snowball there are serious constraints on supply. Here’s why investors should take notice.

Aberdeen Investments 28th May 2025

abrdn_econo280525 Partner Zone

Economic infrastructure update Q1 2025

Read more about the key achievements across our portfolio companies in the first quarter of 2025.

Aberdeen Investments 28th May 2025

cpg_podcastimga Podcast

Capital Group | Building resilient portfolios in volatile markets

Recent stock market volatility underscores the importance of diversification, but Capital Group equity portfolio manager Diana Wagner shares with Mike Gitlin that such volatility can also unearth i...

Capital Group 28th May 2025

cpg_podcastimga Podcast

Capital Group | Is US dollar dominance ending?

As tariffs and geopolitical disputes upend the global economic outlook, could this be the end of one of the longest dollar rallies in US history? Capital Group currency analyst Jens Sondergaard off...

Capital Group 28th May 2025

abrdn_100270525 Podcast

Aberdeen Investments | 100 days later: are all countries emerging markets now?

In this episode of Aberdeen’s Emerging Market Equities podcast, Nick Robinson discusses Trump's first 100 days in office with Robert Gilhooly, Senior Emerging Markets Economist.

Aberdeen Investments 28th May 2025

Partner Zone

The Investor’s Guide to Asia: the great tariff reshape

China has responded well to the US trade war. Fidelity explains why other domestically focussed economies could fare even better.

Fidelity International 27th May 2025

Article-Search-05-smll2024 Business Toolkit

Tackling retirement income challenges and finding opportunities

Paul Squirrell, retirement expert at Fidelity Adviser Solutions provides insight into the current retirement income landscape. Then followed by Laura Whetstone, Director at Lathe & Co Wealth Ad...

Fidelity Adviser Solutions 27th May 2025

abrdn_smalcp270525 Partner Zone

Smaller companies: on the road - the US

The Raymond James US Equities Conference is a prime opportunity to engage with companies and investors. Here’s what we discussed this year.

Aberdeen Investments 27th May 2025

abrdn_ukreal270525 Partner Zone

UK real estate market outlook Q2 2025

We expect UK real estate to forge ahead despite the headwinds. Read more about our views in our Q2 outlook.

Aberdeen Investments 27th May 2025

abrdn_globalr270525 Partner Zone

Global real estate market outlook Q2 2025

Geopolitics and macro uncertainties are the largest risks to our forecasts. We discuss our outlook for Q2.

Aberdeen Investments 27th May 2025

abrdn_londonof270525 Partner Zone

What's next for London's offices?

As London’s office market faces high vacancy rates and declining values, the focus shifts to connectivity and adaptability.

Aberdeen Investments 27th May 2025

abrdnemd270525 Partner Zone

April 2025 EMD Review and Outlook: Tariff tantrums

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

Aberdeen Investments 27th May 2025

abrdn_100270525 Partner Zone

100 days later: are all countries emerging markets nows?

In the latest episode of the Emerging Market Equities podcast, Nick talks with Bob to discuss Trump's first 100 days in office.

Aberdeen Investments 27th May 2025

Partner Zone

From the sidelines to the playing field

Liquidity management, capital preservation and yield enhancement are the three main functions of cash strategies. In volatile markets, the weight of each component takes on new meaning, with signif...

Fidelity International 27th May 2025

Article-Buildings-FED-01-smll2024 Analysis & Opinion

The Week: Trouble in the US bond market (again)

The bond market is rattled by Trump’s ‘big beautiful bill’.

Adviser-Hub 22nd May 2025

STA0521 Partner Zone

The benefits of active SAA in risk-targeted investing

Discover why outsourced investment solution MyFolio uses strategic asset allocation.

Aberdeen Investments 22nd May 2025

fssa_integrat200525 Analysis & Opinion

An integrative approach to responsible investment

The responsible investing approach adopted by various First Sentier Investors investment teams across the globe involves a holistic way of thinking that addresses multiple impacts across multiple E...

FSSA Investment Managers 20th May 2025

bg_unconvt200525 Analysis & Opinion

Unconventional research: profile of a sustainability researcher

Explore how Ben Hart’s sustainability research at Baillie Gifford integrates ESG into investment strategies.

Baillie Gifford 20th May 2025

cpg_digital200525 Analysis & Opinion

Digital disruption reshapes financial inclusion

About a quarter of the world's adults lack access to affordable, quality financial services – Capital Group explains how digital disruption is helping to bring them into the formal financ...

Capital Group 20th May 2025

abrdn_undergrd200525 Analysis & Opinion

Future Minerals: from underground to building blocks of tomorrow

Future minerals are critical to the green transition. Even though demand is forecast to snowball, there are serious constraints on supply. Aberdeen explains why investors should take notice.

Aberdeen Investments 20th May 2025

abrdn_utility200525 Analysis & Opinion

Future Minerals: why utility and scarcity make a winning union

Demand for ‘future minerals’ vital to the green transition is set to take off. Aberdeen outlines why and how you should consider playing the start of this new ‘super cycle’....

Aberdeen Investments 20th May 2025

bg_trumpt230625smll Partner Zone

Responding to Trump’s tariffs

Can any good come of Trump’s tariffs? Investment manager Steven Hay explains why he thinks that by adjusting asset allocation, the Baillie Gifford Managed Fund can explore the opportunities a...

Baillie Gifford 16th May 2025

bg_tariffs160525 Partner Zone

Responding to Trump’s tariffs

Can any good come of Trump’s tariffs? Investment manager Steven Hay explains why he thinks that by adjusting asset allocation, the Baillie Gifford Managed Fund can explore the opportunities a...

Baillie Gifford 16th May 2025

fssa_aomanagement150525 Analysis & Opinion

Management quality: how FSSA identifies teams built to last

FSSA Investment Managers invest in businesses they expect to be part of their portfolio for decades to come – that’s why they put such a premium on the quality of management teams.

FSSA Investment Managers 15th May 2025

Article-Direction-05-smll2024 Analysis & Opinion

The Week: All over for the diversification trade?

The Mag 7 has seen an astonishing revival over the past week. Will investors forget about other markets again?

Adviser-Hub 15th May 2025

cpg_podcastimga Podcast

Capital Group | Tariff impacts on global markets

Capital Group portfolio managers Jody Jonsson and Chit Purani discuss their views on the equity and fixed income markets amid rising tariffs and escalating trade disputes around the world.

Capital Group 13th May 2025

cpg_four130525 Partner Zone

Four scenarios for uncertain markets

What next for the global economy and markets? The Night Watch, a team of Capital Group economists, political analysts and portfolio managers, explores market disruptions to help make better investm...

Capital Group 13th May 2025

cpg_tariffs130525 Partner Zone

Tariffs: what comes next for stocks, bonds and the dollar?

As investors evaluate their portfolios and asset allocations, a few paradigms will evolve over the next few years. Capital Group’s Jody Jonsson, Jens Søndergaard, Chitrang Purani and T...

Capital Group 13th May 2025

cpg_tariff090525 Partner Zone

Tariff impacts on global markets

Tariffs levied by the Trump administration have sent global markets reeling. Watch Capital Group portfolio managers Jody Jonsson and Chitrang Purani assess th...

Capital Group 13th May 2025

bg_smhorizon5130525vid VIDEO

Baillie Gifford | Scottish Mortgage Podcast: How are Horizon Robotics Driving the Autonomous Revolution?

Join the Scottish Mortgage Team as we sit down with Dr. Kai Yu, founder of Horizon Robotics, a pioneer in autonomous driving technology. Discover how this ambitious company is on a mission to creat...

Baillie Gifford 13th May 2025

bg_smhorizon5130525vid Podcast

Baillie Gifford | Scottish Mortgage Podcast: How are Horizon Robotics Driving the Autonomous Revolution?

Join the Scottish Mortgage Team as we sit down with Dr. Kai Yu, founder of Horizon Robotics, a pioneer in autonomous driving technology. Discover how this ambitious company is on a mission to creat...

Baillie Gifford 13th May 2025

bg_smhorizon5130525smll Partner Zone

Scottish Mortgage Podcast: How are Horizon Robotics Driving the Autonomous Revolution?

Join the Scottish Mortgage Team as we sit down with Dr. Kai Yu, founder of Horizon Robotics, a pioneer in autonomous driving technology. Discover how this ambitious company is on a mission to creat...

Baillie Gifford 13th May 2025

cpg_podcastimga Podcast

Capital Group | Fundamentals of investing: embracing simplicity

In an era when too much information arrives at breakneck speed, simplicity has value – one lesson Andrew Suzman, equity portfolio manager and chair of Capital Research and Management Company,...

Capital Group 13th May 2025

cpg_podcastimga Podcast

Capital Group | Unlocking longevity: the future of health and ageing

Capital Group equity investment analyst Rich Wolf examines how increased life expectancy is reshaping healthcare and investment strategies, highlighting advancements in healthcare, the impact of ag...

Capital Group 13th May 2025

Partner Zone

Why the UK market is well-positioned to withstand the US tariff storm

Fidelity’s Alex Wright highlights why the UK market – with its low valuations, strong earnings growth and high dividends – remains an attractive environment for contrarian stock p...

Fidelity International 12th May 2025

Partner Zone

Why active ETFs remain a liquid choice

Fidelity’s ETF team examine the factors behind active ETF liquidity and discuss why composition is an important factor to consider.

Fidelity International 12th May 2025

bg_smq12025 Partner Zone

Scottish Mortgage: Quarterly Data Pack Q1 2025

From Revolut and BYD to NVIDIA and Amazon, find out which companies were bought, sold and reduced over the last 12 months in the Scottish Mortgage Investment Trust portfolio. 

Baillie Gifford 12th May 2025

Partner Zone

How companies in China and America are responding to the trade shake-up

Fidelity International analysts who cover companies in China and America, the two protagonists in the nascent trade war, share their views.

Fidelity International 12th May 2025

Partner Zone

Balancing resilience and opportunity in the tech sector

As the tech sector grapples with significant challenges and uncertainty weighs on investor sentiment, Fidelity’s Hyun Ho Sohn believes understanding the adaptability of quality businesses is...

Fidelity International 12th May 2025

Partner Zone

Fidelity’s portfolio managers examine the impact of higher tariffs on emerging markets

As volatility related to US tariffs continues to spook markets, Nick Price and Chris Tennant, portfolio managers of Fidelity Emerging Markets Ltd, examine the impact on portfolio holdings.

Fidelity International 12th May 2025

cpg_tariff090525 VIDEO

Capital Group | Tariff impacts on global markets

Tariffs levied by the Trump administration have sent global markets reeling. Watch Capital Group portfolio managers Jody Jonsson and Chitrang Purani assess th...

Capital Group 9th May 2025

Partner Zone

Fast fashion: investing for positive change

Baillie Gifford’s Nduka Amadi explores the companies providing sustainable solutions to reduce fast fashion’s environmental impact. Capital at risk.

Baillie Gifford 9th May 2025

bg_fastfas060525 Partner Zone

Fast fashion: investing for positive change

Baillie Gifford’s Nduka Amadi explores the companies providing sustainable solutions to reduce fast fashion’s environmental impact. Capital at risk.

Baillie Gifford 9th May 2025

Article-DonaldTrump-01-smll2024 Market Updates

Global updates: ‘Liberation Day’

April began with a bang with ‘Liberation Day’ – US President Donald Trump’s plan to ‘liberate’ the US from the perceived unfairness of trading arrangements with...

Adviser-Hub 9th May 2025

Article-Time-01-smll20244 Market Updates

UK market review: Tariff turmoil

President Donald Trump’s announcements on trade tariffs absorbed the limelight during April and, in common with the rest of the world, UK markets were volatile, fluctuating in response to dai...

Adviser-Hub 9th May 2025

Article-Global-04-smll2024 Market Updates

Market briefings looking back at April

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

Adviser-Hub 9th May 2025

Article-Building-04-smll2024 Analysis & Opinion

The Week: A big week for central banks

The tariff regime will have prompted plenty of head-scratching ahead of the interest rate decisions this week.

Adviser-Hub 8th May 2025

bg_ltgg080525 Analysis & Opinion

Know where your towel is

Baillie Gifford’s Long Term Global Growth team explains why investors should avoid the temptation to throw in the towel during market turmoil.

Baillie Gifford 8th May 2025

Article-London-01-smll2024 Market Updates

Interest rate update: UK rates fall, but global risks increase

Slower inflation helped to drive the Monetary Policy Committee’s decision to cut UK interest rates  by 25 basis points at its May meeting.

Adviser-Hub 8th May 2025

nione_rethinking070525 Partner Zone

Rethinking diversification

Why is diversification in fixed income portfolios more important than ever, and what’s the best way to achieve it today? Ninety One’s Ellie Clapton and Darpan Harar explore the key cons...

Ninety One 7th May 2025

nione_fresh070525 Partner Zone

A fresh perspective on China

China expert Joerg Wuttke sits with Ninety One’s Alan Siow, Co-head of Emerging Markets Corporate Debt, and shares insights gained over 30 years of living and working in China.

Ninety One 7th May 2025

Article-Pension-01-smll2024 Business Toolkit

State Pension – helping your client conversations

The State Pension is an important consideration when managing a client’s retirement income.

Fidelity Adviser Solutions 6th May 2025

bg_fastfas060525 Analysis & Opinion

Fast fashion: investing for positive change

Shifting consumer attitudes are driving innovative solutions to make fashion more sustainable, says Baillie Gifford.

Baillie Gifford 6th May 2025

fil_respond060525 Analysis & Opinion

Responding to the AI-driven boom in water demand

Fidelity’s Cornelia Furse and Alexander Laing discuss the role of AI in driving water demand.

Fidelity International 6th May 2025

fil_water060525 Analysis & Opinion

Water sustainability needs more recognition

Fidelity fixed income portfolio managers Kris Atkinson and Shamil Gohil discuss how it’s possible to address water sustainability through fixed income investing.

Fidelity International 6th May 2025

abrdn_whyhm060525 Analysis & Opinion

Why homes with social value are a winning formula

Aberdeen explains how the build-to-rent sector is transforming communities and driving long-term investment value.

Aberdeen Investments 6th May 2025

abrdn_em090625 Partner Zone

EM equities not surrendering to Trump's trade war

Aberdeen looks at the unexpected post-“Liberation Day” outperformance of EM and Asian equities – and why they believe the investment case for the asset class remains in place.

Aberdeen Investments 6th May 2025

abrdn_analyst0900625 Partner Zone

The Analyst view: The outlook for European banks

Capital Group’s Analyst Etrit Vllasalija looks at investment opportunities within European banks, focusing on differences versus US names after recent regulatory changes.

Capital Group 6th May 2025

Article-Buildings-FED-01-smll2024 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

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