Adviser-Hub articles

sm_backblue_300625 Partner Zone

Scottish Mortgage Investment Trust: Back to Blue Sky and Base Rates

A decade on, Tom Slater’s influential study on shareholder returns still holds true: just five per cent of companies deliver the exceptional returns that truly matter. His updated analysis sh...

Baillie Gifford 30th Jun 2025

abrdn_decentwk300625 Analysis & Opinion

Decent work: a framework for investors

What’s decent work, and what’s the issue? Aberdeen Investments explains.

Aberdeen Investments 30th Jun 2025

abrdn_fouryrs_300625 Analysis & Opinion

Four years forward: lessons from the Climate Transition Bond Strategy

The companies in Aberdeen’s strategy seek to deliver real-world decarbonisation and adaptation while providing a financial return. Find out how.

Aberdeen Investments 30th Jun 2025

Article-America-02-smll2024 Analysis & Opinion

The Week: US concentration in fixed income

Bond market indices have high weightings to the US at a time when US Treasuries look vulnerable.

Adviser-Hub 26th Jun 2025

abrdn_smllcps260625ao Analysis & Opinion

Market view: European smaller companies: normal service resumed?

Since 2001, small caps have outpaced large caps globally. Yet, says Aberdeen, many investors still steer clear. Time to take another look?

Aberdeen Investments 26th Jun 2025

cgp_bond_250625 Partner Zone

Bond outlook: income potential intact as economic risks rise

Capital Group believes the bond market is well positioned to provide investors with attractive income potential and relative stability, should equity markets swing lower in the second half of the y...

Capital Group 25th Jun 2025

cgp_macrobf_250625 Partner Zone

Macro brief: what could a China shock 2.0 mean for Europe?

The consequences of a second China shock could be different from the first, says Capital Group economist Beth Beckett.

Capital Group 25th Jun 2025

cgp_japan250625 Partner Zone

Japan at the crossroads: navigating Trump 2.0 and tariff risks

Capital Group explores how Japan’s macroeconomic outlook and asset class dynamics are being influenced by the resurgence of Trump-era tariffs, and why Japanese equities could still provide at...

Capital Group 25th Jun 2025

cgp_stockmk250625 Partner Zone

Stock market outlook: new growth catalysts amid volatility

As tariffs, trade wars and real wars upend the global economy, Capital Group believes the path of equity markets remains uncertain heading into the second half of 2025.

Capital Group 25th Jun 2025

cgp_capconv100625 Podcast

Capital Group | Decoding dividend investing: lessons in resilience amid volatility

Noted equity portfolio manager Hilda Applbaum talks with Mike Gitlin about the core principles that shape her dividend investing style, honed through decades of navigating market volatility.

Capital Group 24th Jun 2025

cpg_podcastimga Podcast

Capital Group | How emerging markets could win the trade war

Capital Group portfolio manager Lisa Thompson shares her perspective on ongoing tariff disputes, the need to correct imbalances in global trade and why some emerging markets could benefit from US/C...

Capital Group 24th Jun 2025

abrdn_analyst0900625 Podcast

Capital Group | Resilient markets: How frontier debt is weathering global volatility - Part 1

Capital Group fixed income investment analyst Holger Siebrecht looks at African bonds and their role in the wider emerging market debt universe.

Capital Group 24th Jun 2025

Article-Direction-05-smll2024 Business Toolkit

Comprehensively straightforward retirement expertise

Our comprehensive – yet straightforward – range of solutions can help you meet all the evolving needs of clients planning for and their journey through retirement.

Fidelity Adviser Solutions 23rd Jun 2025

Monthly Inc_fund_webinar_ppg Partner Zone

Baillie Gifford Monthly Income Fund: retirement income for the long term

Join Investment manager Steven Hay who discusses the latest trends and opportunities in income investing, offering insights into achieving long-term financial goals.

Baillie Gifford 23rd Jun 2025

abrdn_em200625 Partner Zone

Emerging markets outlook: Risks remain amid trade war de-escalation

While the threat of an escalation in the US trade war has receded, slowing global growth will be a drag, particularly on EMs reliant on trade. That said, a weaker US dollar and limited spillover fr...

Aberdeen Investments 20th Jun 2025

abrdn_global_200625 Partner Zone

Global Economic Outlook: Trade and fiscal policy on trial

Tariff shocks have worn off, but investor concerns are shifting to fiscal risks. Explore what’s driving international economies and markets in our latest analysis.

Aberdeen Investments 20th Jun 2025

abrdn_nwdawn_200625 Partner Zone

A new dawn for European defence spending?

European defence spending is set to rise. However, fiscal considerations and low growth multipliers will constrain the economic tailwind somewhat, while fractured procurement and reliance on arms i...

Aberdeen Investments 20th Jun 2025

Monthly Income Fund webinar_videoimg VIDEO

Baillie Gifford | Baillie Gifford Monthly Income Fund: retirement income for the long term

Join Investment manager Steven Hay who discusses the latest trends and opportunities in income investing, offering insights into achieving long-term financial goals.

Baillie Gifford 20th Jun 2025

Partner Zone

Go global or stay sterling? The case for home bias with global benefits

Ian Fishwick, portfolio manager of the Fidelity Sterling Corporate Bond Fund, discusses how current all-in-yields and the rate-cutting cycle create a compelling case for income and capital apprecia...

Fidelity International 19th Jun 2025

Partner Zone

Fidelity International’s latest Analyst Survey: winners and losers from new trade order

Tariffs – and their knock-on effects – create fresh cost pressures for companies around the world. But the effects will not be distributed evenly.

Fidelity International 19th Jun 2025

Partner Zone

Europe comes out ‘Top Trumps’ in global real estate battle

Fidelity examines why European real estate is well-positioned to deliver income growth – even in a subdued macroeconomic environment.

Fidelity International 19th Jun 2025

abrdn_china190625 Partner Zone

China’s big charge: EVs, oil and the renminbi

China’s battery maker CATL recently enjoyed a bumper listing. Here, we explore China’s battery dominance and share details of our recent visits to CATL’s cutting-edge factory.

Aberdeen Investments 19th Jun 2025

abrdn_emergingmk190625 Partner Zone

Emerging markets income equity: why Telekom Malaysia stands out from the crowd

Investors are ready to fall back in love with the telecommunications sector.

Aberdeen Investments 19th Jun 2025

abrdn_smllmilan190625 Partner Zone

Smaller companies: on the road – Milan

We recently visited Milan to meet some of the standout Italian smaller companies – from luxury goods to finance. Here’s what caught our eye.

Aberdeen Investments 19th Jun 2025

abrdn_emd190625 Partner Zone

May 2025 EMD Review and Outlook: recovering sentiment

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

Aberdeen Investments 19th Jun 2025

abrdn_housevw190625 Partner Zone

Aberdeen House View: Navigating a volatile macro and market regime

How should investors navigate tariffs, rate cuts and fading US exceptionalism? Explore the latest House View for new insights on equities, bonds, private markets and the global trends shaping the n...

Aberdeen Investments 19th Jun 2025

abrdn_mmoutlk190625 Partner Zone

The Monthly Macro Outlook Video June 2025

What’s driving the latest surge in US deficit projections? Lizzy Galbraith highlights the fiscal and trade policy shifts that could reshape the global economic outlook.

Aberdeen Investments 19th Jun 2025

abrdnbbbill_190625 Partner Zone

Is the Big Beautiful Bill a step too far for bond markets?

In this episode, we explore the Trump administration’s sweeping plans that would swell government borrowing, why bond markets are getting nervous, and what Elon Musk’s exit may mean.

Aberdeen Investments 19th Jun 2025

abrdn_shortdate190625 VIDEO

Aberdeen Investments | The step-out-of-cash solution

Aberdeen Investments explain why the Short Dated Enhanced Income strategy could be worth considering for investors looking for a stable ‘step out of cash’ income solution.

Aberdeen Investments 19th Jun 2025

Article-Time-01-smll20244 Analysis & Opinion

The Week: Oasis-onomics: a boost for UK growth?

The Oasis concerts are set to be an economic phenomenon. Could they revive the swagger of the Cool Britannia era? 

Adviser-Hub 19th Jun 2025

abrdn_myfolioq2_190625 Partner Zone

MyFolio Q2 Webinar

Join our MyFolio Q2 Webinar next week, for a macroeconomic outlook and review of the MyFolio Fund ranges.

Aberdeen Investments 19th Jun 2025

Partner Zone

Strat chat: when policy becomes reality

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.

Fidelity International 19th Jun 2025

Partner Zone

Addressing fragmentation and concentration risks with research-powered ETFs

As we witness the fragmentation of the global economic, technological and security orders, Fidelity expects the tangible consequences of deglobalisation to continue to become more evident.

Fidelity International 19th Jun 2025

Partner Zone

From an ageing society to a longevity society

Fidelity explains why focus is shifting from mere life expectancy to healthy life expectancy, emphasising prolonged engagement in work, society, and the economy.

Fidelity International 19th Jun 2025

nione_tippgp180625 Partner Zone

Tipping point: a turn in the US dollar cycle and what it means for emerging market debt

For EM debt investors, Ninety One believes a weaker dollar could mark a long-awaited shift from headwind to tailwind.

Ninety One 18th Jun 2025

nione_ukequity180625 Partner Zone

Why the UK equity market is emerging from the shadows

Ninety One believes a portfolio built on a combination of ‘Quality’ and ‘Value’ can best capture the diverse range of bottom-up investment opportunities the UK offers.

Ninety One 18th Jun 2025

nione_reframing180625 Partner Zone

Reframing fixed income: the old rules are no longer fixed

Ninety One’s Peter Kent, Co-Head of Fixed Income, argues bond markets are in a new regime – as a result, asset allocation approaches need a reboot, and portfolio diversification has nev...

Ninety One 18th Jun 2025

nione_tapping180625 Analysis & Opinion

Tapping into the global energy transition

Ninety One Portfolio Manager Matt Christ explains how investments in EM private credit offer both compelling return potential and the chance to make a meaningful contribution to global climate goal...

Ninety One 18th Jun 2025

nione_power180625 Analysis & Opinion

Powering the transition: lessons from Spain’s grid disruption

Ninety One’s Sam Segameglio speaks with portfolio manager Graeme Baker about the recent blackouts in Spain and Portugal, and what they reveal about the state of Europe’s energy infrastr...

Ninety One 18th Jun 2025

Article-London-02-smll24 Analysis & Opinion

The Week: The spending review

The Chancellor’s spending review appears to have succeeded in its most important mission – not to spook financial markets – but can it create growth?

Adviser-Hub 12th Jun 2025

abrdn_rsmr120625 Partner Zone

RSMR reviews our Equity Enhanced Index Range

Find out in this independent RSMR video.

Aberdeen Investments 12th Jun 2025

abrdn_energy030625 Partner Zone

Delivering innovative energy solutions for the UKs energy transition

We explore the Deeside AD Project's role in the UK's energy transition and decarbonisation efforts.

Aberdeen Investments 12th Jun 2025

abrdn_em290525ao Partner Zone

Why income investing in emerging markets?

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

Aberdeen Investments 12th Jun 2025

abrdn_macroby120625 Partner Zone

Macro Bytes podcast: So was the trade war all just a fever dream?

In this new episode, we unpack the surprise US-China tariff truce, how it may influence other tariff negotiations and whether investors can finally relax.

Aberdeen Investments 12th Jun 2025

abrdn_mmvid120625 Partner Zone

The Monthly Macro Outlook Video - May 2025

How might new tariff developments impact the global economy? Paul Diggle provides his latest analysis to help you navigate the constantly shifting terrain.

Aberdeen Investments 12th Jun 2025

abrdn_large120625 Partner Zone

How large are global infrastructure needs?

Both developed and emerging economies need significant infrastructure investments for growth and sustainability. A new model quantifies these needs, emphasizing the necessity of substantial private...

Aberdeen Investments 12th Jun 2025

bg_navretire230625 Partner Zone

Navigating retirement: combating sequencing risk

Baillie Gifford Investment specialist, David Rolland, explores how the timing of market returns can drastically affect retirees' financial outcomes, even with identical portfolios. 

Baillie Gifford 11th Jun 2025

hub-exclusives-banner-alternatives-32 Analysis & Opinion

How to navigate US markets in 2025 and beyond 

US markets have entered a period of increased volatility as markets digest the implications of the current administration. Fidelity’s investment team outline five key themes that may explain...

Fidelity International 11th Jun 2025

cgp_capconv100625 Podcast

Capital Group | Adventures in small-cap investing

Greg Wendt, the longest-serving analyst in Capital Group history, is about to wrap up a 37-year career. He shares tales from his time venturing into the wild world of small-cap stocks.

Capital Group 10th Jun 2025

cpg_podcastimga Podcast

Capital Group | The US loses its triple-A credit rating. What’s next?

The US recently lost its triple-A credit rating last month – what does it mean for interest rates, the US economy and investment portfolios? Capital Group economist Darrell Spence shares his...

Capital Group 10th Jun 2025

abrdn_analyst0900625 Podcast

Capital Group | Power shifts: the future of European utilities

The ongoing energy transition has fundamentally changed the utilities industry. Capital Group fixed income investment analyst Barbora Matouskova looks at the shifting backdrop for European utilitie...

Capital Group 10th Jun 2025

hub-exclusives-banner-alternatives-34 Analysis & Opinion

Globalisation isn’t dead. It’s changing. 

The series of tariffs launched by the US government from early April prompted a wave of criticism from world leaders.

Capital Group 10th Jun 2025

Article-Global-04-smll2024 Business Toolkit

12 security-related questions to ask your platform partner

To help you with your due diligence, Fidelity Adviser Solutions have created a checklist covering 12 security-related questions they recommend you ask your platform partner.

Fidelity Adviser Solutions 9th Jun 2025

bg_podcastandrewkeiller090625 VIDEO

Baillie Gifford | Emerging markets: the next engines of global growth

Emerging market nations and companies are reshaping the global economy, and a convergence of powerful, long-term trends is accelerating this shift. Baillie Gifford’s Andrew Keiller explains.&...

Baillie Gifford 9th Jun 2025

bg_podcastandrewkeiller090625smll Podcast

Baillie Gifford | Emerging markets: the next engines of global growth

Emerging market nations and companies are reshaping the global economy, and a convergence of powerful, long-term trends is accelerating this shift. Baillie Gifford’s Andrew Keiller explains.&...

Baillie Gifford 9th Jun 2025

bg_podcastandrewkeiller090625smll-1 Partner Zone

Emerging markets: the next engines of global growth

Emerging market nations and companies are reshaping the global economy, and a convergence of powerful, long-term trends is accelerating this shift. Baillie Gifford’s Andrew Keiller explains.&...

Baillie Gifford 9th Jun 2025

Article-DonaldTrump-01-smll2024 Market Updates

Global updates: Trump tensions

Share prices recovered during May as fears of a tariff-induced global recession receded. Nevertheless, markets remained jittery as the trade saga continued to unfold. Although President Trump annou...

Adviser-Hub 9th Jun 2025

Article-Chart-03-smll2024

UK market review: UK shares climb in May

After a torrid April, UK equity markets rose during May as investor sentiment improved, boosted by hopes of a continued moderation in global trade tensions.

Adviser-Hub 9th Jun 2025

Article-Global-04-smll2024 Market Updates

Market briefings look back at May

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

Adviser-Hub 9th Jun 2025

cgp_econ090625 Partner Zone

Economic outlook: higher uncertainty, lower growth

There are many ways to describe the outlook for the US and world economies. But, says Capital Group, one word has risen to the top of the lexicon at the midpoint of 2025: uncertainty.

Capital Group 9th Jun 2025

Partner Zone

Rethinking equity diversification in an era of geoeconomic fragmentation risks

Fragmentation of the global economic, technological and security orders has the potential to impact international capital flows and could justify more geographically diversified equity positioning,...

Fidelity International 6th Jun 2025

Partner Zone

Shifting global dynamics present an opportunity for mid-caps

Fidelity portfolio manager George Estathopoulos outlines why he believes mid-caps are poised to benefit from these shifting global dynamics. 

Fidelity International 6th Jun 2025

Article-Europe-01-smll2024 Analysis & Opinion

The Week: Europe’s crossroads

Europe has become the default market for capital moving out of the US – can it rise to the challenge?

Adviser-Hub 5th Jun 2025

nione_debunk030625 Partner Zone

Hidden GEMs: debunking five emerging market myths

Drawing on deep experience, Ninety One’s EM experts tackle five persistent myths about emerging markets and advocate a recalibration of perspectives.

Ninety One 3rd Jun 2025

nione_defence030625 Partner Zone

Modernising defence: unlearning everything

Ninety One’s Ellie Clapton and Jason Borbora-Sheen unpack why the 60/40 playbook is under pressure, and how to modernise defence for a more volatile world.

Ninety One 3rd Jun 2025

nione_great030625 Partner Zone

The great market shift – how market dislocation benefits active investors

This isn’t just another market cycle – it’s a structural shake-up. Ninety One’s Clyde Rossouw explores how an active strategy, built on quality, can weather disruption and u...

Ninety One 3rd Jun 2025

nione_gpt030625 Partner Zone

Gutenberg to GPT: AI as the next frontier in asset management

AI is reshaping financial services. In this keynote delivered at the PSG conference, Khadeeja Bassier, COO at Ninety One, explores how tools like ChatGPT and Claude enhance research, storytelling,...

Ninety One 3rd Jun 2025

abrdn_energy030625 Analysis & Opinion

Delivering innovative energy solutions for the UK’s energy transition

Aberdeen explores the Deeside Anaerobic Digestion Project's role in the UK's energy transition and decarbonisation efforts.

Aberdeen Investments 3rd Jun 2025

abrdn_bb_emequities_webpp Partner Zone

Breakfast briefing: Emerging market equities - a world of investment opportunities

Has the advent of Trumpolitics killed any hope for emerging market resurgence? Sign up to find out.

Aberdeen Investments 3rd Jun 2025

Partner Zone

What next for tech investors?

Fidelity’s Global Technology portfolio manager Hyun Ho Sohn discusses how staying disciplined and not getting carried along by momentum has helped navigate a challenging period for tech inves...

Fidelity International 2nd Jun 2025

Partner Zone

Fidelity Answers: US or Europe – where should you invest now?

Through adversity comes opportunity. Six months ago it was unthinkable to back European stock markets over those in the United States. But through a period of substantial change in policy, and even...

Fidelity International 2nd Jun 2025

Partner Zone

Strat chat: Deglobalisation and tariffs are transforming US dollar dynamics

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. While t...

Fidelity International 2nd Jun 2025

Partner Zone

Tackling retirement income challenges and finding opportunities

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

Fidelity International 2nd Jun 2025

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