Adviser-Hub articles

fil_divers310725 Analysis & Opinion

A diversifier for all environments

Fidelity’s approach to absolute return investing across global equity markets seeks to deliver attractive portfolio outcomes across all market conditions.

Fidelity International 31st Jul 2025

nione_emergmk310725 Analysis & Opinion

Investing in the emerging market transformation

Ninety One Emerging Markets Leaders accesses structural growth via companies with large addressable markets and competitive advantages.

Ninety One 31st Jul 2025

Article-Europe-01-smll2024 Analysis & Opinion

The Week: The implications of an EU/US trade deal

The long-awaited EU/US trade deal removes a source of risk, but is it bad news for the Europeans?

Adviser-Hub 30th Jul 2025

nione_rethinking300725 Partner Zone

Rethinking defence in credit markets

Ninety One’s co-head of Developed Market Credit, Justin Jewell, and Investment Director Ellie Clapton explore how geographic flexibility and selective positioning are key to navigating today&...

Ninety One 30th Jul 2025

abrdn_climate290725 Analysis & Opinion

Climate risk and supply chains: the hidden link investors can't ignore

Climate risk is breaking supply chains. Are investors asking the right questions? Aberdeen explains why indirect exposure could cost more – and how resilience creates opportunity.

Aberdeen Investments 29th Jul 2025

abrdn_investors290725 Partner Zone

How can investors navigate a mad, mad, mad, mad world?

Celebrating 10 years of our World Equity Enhanced Index Fund and 20 years of our quants team.

Aberdeen Investments 29th Jul 2025

abrdn_israel290725 Partner Zone

What the Israel-Iran conflict reveals about equity styles

A look at how the Israel-Iran conflict served as a real-time stress test for different equity styles – showing how momentum, value, and quality behave under pressure – so investors shou...

Aberdeen Investments 29th Jul 2025

abrdn_europe_290725 Partner Zone

Producing in Europe for Europe: why reindustrialisation is the next big real estate play

We explore Europe's focus on resilience, highlighting prospects in securing supply chains and spurring innovation.

Aberdeen Investments 29th Jul 2025

abrdn_short_290725 Partner Zone

Our Short Dated Enhanced Income Fund turns two

Mark Munro and Joyce Bing take stock on the second anniversary of the Short Dated Enhanced Income Fund.

Aberdeen Investments 29th Jul 2025

abrdn_riyadh230725 Partner Zone

Riyadh to Reality: On the Ground in the Gulf

In the latest episode of the Emerging Market Equities podcast, Nick talks with Fraser to discuss his recent trip to the Middle East.

Aberdeen Investments 29th Jul 2025

abrdn_listed290725 Partner Zone

Listed alternatives: don't discount the discount

Why alternative investment company discounts represent investment opportunity.

Aberdeen Investments 29th Jul 2025

abrdn_fixedin290725 Partner Zone

Fixed Income: Why Euro corporate bonds may be one solution to fading US exceptionalism

Euro corporate bonds are gaining ground amid fading US exceptionalism and rising hedging costs. Discover why investors around the world are rethinking their bond allocations.

Aberdeen Investments 29th Jul 2025

abrdn_macro290725 Partner Zone

Macro: Why geopolitics matters when investing in the shadow world

In a world where the old rules no longer apply, how can investors stay ahead? Discover why geopolitics, scenario planning and conviction are now essential to navigating global uncertainty.

Aberdeen Investments 29th Jul 2025

abrdn_climate290725 Partner Zone

Climate risk and supply chains: The hidden link investors can't ignore

Climate risk is breaking supply chains. Are investors asking the right questions? Discover why indirect exposure could cost more – and how resilience creates opportunity.

Aberdeen Investments 29th Jul 2025

nione_bigb290725 Analysis & Opinion

Big Bill, small print: the real impact on investing in decarbonisation

Ninety One’s Deirdre Cooper, Head of Sustainable Equity, explores the implications for investors in decarbonisation of President Trump's 'One Big Beautiful Bill' Act.

Ninety One 29th Jul 2025

abrdn_china290725 Analysis & Opinion

Is China's green investment bubble about to burst?

Is China’s green boom about to go bust? Overcapacity fears loom – but the long-term story may just be beginning. Aberdeen tells us more.

Aberdeen Investments 29th Jul 2025

Article-Communications-02-smll2024 Business Toolkit

Does basic admin distract you from profit-generating projects?

Take a look at Fidelity’s range of guidance and support items, designed to help you with the hard and soft skills needed to achieve even more success for your business. 

Fidelity Adviser Solutions 25th Jul 2025

bgpod_ed_230725pp Podcast

Baillie Gifford | The ‘invisible’ millions: banking’s new frontier

From microloans for farmers to insurance for gig workers – Baillie Gifford takes a look at some high-impact financial firms with great growth potential.

Baillie Gifford 23rd Jul 2025

Article-London-01-smll2024 Analysis & Opinion

The Week: Leeds Reforms

Will the Leeds Reforms create a UK investment culture?

Adviser-Hub 23rd Jul 2025

bgpod_ed_230725 VIDEO

Baillie Gifford | The ‘invisible’ millions: banking’s new frontier

From microloans for farmers to free savings accounts for the ‘unbanked’: a growing range of services is helping the world's poorest citizens build financial resilience. Baillie Giff...

Baillie Gifford 23rd Jul 2025

bgpod_ed_230725pp Partner Zone

The ‘invisible’ millions: banking’s new frontier

From microloans for farmers to free savings accounts for the ‘unbanked’: a growing range of services is helping the world's poorest citizens build financial resilience. Baillie Giff...

Baillie Gifford 23rd Jul 2025

fil_labubu230725 Podcast

Fidelity International | The Investor’s Guide to Asia: Chinese consumption – Labubu and beyond

Fidelity portfolio managers Dale Nicholls and Cynthia Chen dig into the successes and challenges for China’s new consumer aristocracy in this episode of The Investor’s Guide to Asia.

Fidelity International 23rd Jul 2025

cgp_capconv100625 Podcast

Capital Group | Innovation in Asia and Europe: why now matters

Invest in what you know, or in what could be? Equity portfolio manager Noriko Chen has done both over her 26 years with Capital Group.

Capital Group 23rd Jul 2025

cpg_analystvw030425 Podcast

Capital Group | Exploring Latin America: local knowledge key for Mexico – part 1

Capital Group equity investment analyst Ana Reynal looks at the current outlook for Mexico. Ana, who grew up in Mexico, explains the benefits of local knowledge when investing in this part of the w...

Capital Group 23rd Jul 2025

cpg_podcastimga Podcast

Capital Group | 2025 midyear outlook

Capital Group portfolio managers Martin Jacobs and John Queen share their outlook for the economy and markets. How are tariffs, trade wars and actual wars affecting the outlook for the global econo...

Capital Group 23rd Jul 2025

cpg_analystvw030425 Podcast

Capital Group | Unearthing gold among African bonds – part 2

In the second part of Capital Group’s look at African bonds, fixed income investment analyst Holger Siebrecht assesses the impact of commodities and focuses on the large South African market....

Capital Group 23rd Jul 2025

cpg_analystvw030425 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 23rd Jul 2025

abrdn_riyadh230725 Podcast

Aberdeen Investments | Riyadh to reality: on the ground in the Gulf

In this episode of Aberdeen Investments’ Emerging Market Equities podcast, Nick Robinson talks with Fraser Harle about his recent trip to the Middle East.

Aberdeen Investments 23rd Jul 2025

abrdn_invout220725 Partner Zone

The Investment Outlook Q3: Introduction

What’s next for the dollar, private markets, and global portfolios? Aberdeen’s experts share their insights.

Aberdeen Investments 22nd Jul 2025

abrdn_house220725 Partner Zone

The Aberdeen House View

Is the dollar’s dominance fading? Discover why we’re backing duration, corporate risk and infrastructure amid rising geopolitical tensions, tariff shifts and global investment realignme...

Aberdeen Investments 22nd Jul 2025

abrdn_equities220725 Partner Zone

Equities: Why invest in Europe's smaller companies amid US uncertainty

European small caps are positioned to benefit from US uncertainty. Could this overlooked asset class be the smarter way to invest in Europe right now?

Aberdeen Investments 22nd Jul 2025

abrdn_real220725 Partner Zone

Real Assets: Investing in a new world amid drive towards resilience

Europe is reindustrialising. Power grids are under pressure. Discover how supply chain resilience is reshaping investment in factories and infrastructure, and why this shift could define the next d...

Aberdeen Investments 22nd Jul 2025

cpg_dollor220725 Partner Zone

Why the dollar deserves more credit

US economic resilience, supportive interest rate differentials, and a potentially overestimated dollar risk premium suggest a more positive outlook for the dollar than market sentiment reflects, sa...

Capital Group 22nd Jul 2025

cpg_scenarios220725 Partner Zone

Scenarios for a fragmented world

As the world stands at a geopolitical crossroads, Capital Group’s Tom Cooney and Jayme Colosimo attempt to map out a range of possible scenarios for a new world order.

Capital Group 22nd Jul 2025

cpg_five220725 Partner Zone

Five insights on what is driving innovation in China

Having closely followed companies in China for 26 years, Capital Group equity investment analyst Johnny Chan has learned not to underestimate what businesses can achieve when it comes to making tec...

Capital Group 22nd Jul 2025

Partner Zone

Shifting market dynamics strengthen the case for global equity income

Fidelity Global Equity Income assistant portfolio manager Tristan Purcell examines the historical context of US market dominance and embedded risks in current concentration levels, while outlining...

Fidelity International 21st Jul 2025

Partner Zone

Global Contrarian Long/Short: a differentiated absolute return opportunity

In a shift from a world where investors were concerned about secular stagnation to one where inflation, public debt and interest costs are front of mind, absolute return strategies can play a cruci...

Fidelity International 21st Jul 2025

bg_china_sm_vid VIDEO

Baillie Gifford | Upfront: Private companies, China and Scottish Mortgage

Financial journalist Cherry Reynard and investment specialist Chloé Darling-Stewart discuss Scottish Mortgage’s private holdings, while investment manager Linda Lin explains why China...

Baillie Gifford 21st Jul 2025

Partner Zone

Expanding horizons: understanding higher conviction active ETFs

Fidelity looks at how the ETF market is evolving with a focus on higher-conviction active ETFs and their potential applications.

Fidelity International 21st Jul 2025

Partner Zone

The case for quality in Europe

As the case for European equities gains wider recognition, Fidelity portfolio managers Fred Sykes and Marcel Stotzel explore the compelling opportunity for investing in world-class quality companie...

Fidelity International 21st Jul 2025

bg_china_sm_vid Partner Zone

Upfront: Private companies, China and Scottish Mortgage

Financial journalist Cherry Reynard and investment specialist Chloé Darling-Stewart discuss Scottish Mortgage’s private holdings, while investment manager Linda Lin explains why China...

Baillie Gifford 21st Jul 2025

abrdn_ukreal220725 Partner Zone

UK real estate market outlook Q3 2025

Returns have been gradually climbing since the start of the year, as capital growth has returned. Find out more about our UK real estate views.

Aberdeen Investments 21st Jul 2025

abrdn_aiexpert220725 Partner Zone

AI vs the AI Expert: A conversation about the future of investing

Can AI replace fund managers? Discover how artificial intelligence could transform investing – and what a leading researcher says about its promise, pitfalls and future.

Aberdeen Investments 21st Jul 2025

Analysis & Opinion

Positive Change Impact Report

Baillie Gifford’s annual Impact Report evidences how the companies they invest in are contributing solutions to big global challenges.
 

Baillie Gifford 17th Jul 2025

Article-DonaldTrump-01-smll2024 Analysis & Opinion

The Week: Trump always chickens out – or does he?

Markets have shrugged off another round of tariff talk from the White House, but are they being too optimistic?

Adviser-Hub 17th Jul 2025

nione_energy170725 Analysis & Opinion

The energy transition is on – just not how we expected

The energy transition hasn’t reversed; it’s just taking a different path to the one we expected, says Ninety One. Developed markets are going more slowly, but emerging markets are surpr...

Ninety One 17th Jul 2025

nione_netzero170725 Analysis & Opinion

Net-zero investing: searching for returns and real-world change

Ninety One’s paper sets out how to evolve the approach to net-zero investing to achieve the dual objectives of delivering decarbonisation in the real economy while optimising returns for clie...

Ninety One 17th Jul 2025

abrdn_celebrating170725 Analysis & Opinion

Celebrating three years of MyFolio Enhanced ESG Index

Aberdeen’s innovative range has passed a key milestone. What explains its popularity with clients?

Aberdeen Investments 17th Jul 2025

nione_deep160725 Partner Zone

A deep pool of undervalued opportunity

After ‘Liberation Day’, Ninety One wanted to build a clear picture of how companies are experiencing business on the ground and visited several over Q2. They liked a lot of what they sa...

Ninety One 16th Jul 2025

nione_unstop160725 Partner Zone

The unstoppable dollar meets the immovable Mr Trump

Dollar cycles are longer than others because four self-reinforcing forces create inertia and rarely reverse unless all four turn simultaneously. Ninety One believes Trump-era policies, fiscal strai...

Ninety One 16th Jul 2025

nione_end160725 Partner Zone

The end of the easy trade

For years, capital has gravitated to the US – but the next cycle is unlikely to resemble the last, and Ninety One believes the investment map is beginning to redraw itself.

Ninety One 16th Jul 2025

nione_oil160725 Partner Zone

Oil looks fragile, natural gas more buoyant

A visit to US energy companies reveals a cautious mood among oil executives. But the outlook for gas is more bullish.

Ninety One 16th Jul 2025

cgp_tariff150725 Partner Zone

Tariff resilience: what makes some companies stand strong?

Capital Group highlights some characteristics of companies that could be well positioned to weather the shifting tides of trade policy.

Capital Group 15th Jul 2025

cpg_everything150725 Partner Zone

‘Everything Everywhere All at Once’: 2025 mid-year outlook report

Staggering changes over the first half of 2025 have translated into high levels of market volatility – and, according to Capital Group veteran Jody Jonsson, we are living in very interesting...

Capital Group 15th Jul 2025

smmi-agm_lawrenceburns VIDEO

Baillie Gifford | Scottish Mortgage Manager Insights: Lawrence Burns

From the importance of unconventional methods to the ability to adapt in challenging environments, Lawrence Burns outlines common characteristics of a true outlier company. Capital at risk.

Baillie Gifford 15th Jul 2025

smmi-agm_lawrencebppg Partner Zone

Scottish Mortgage Manager Insights: Lawrence Burns

From the importance of unconventional methods to the ability to adapt in challenging environments, Lawrence Burns outlines common characteristics of a true outlier company. Capital at risk.

Baillie Gifford 15th Jul 2025

nione_european150725 Podcast

Ninety One | Time for European assets to shine

Ninety One’s Alex Holroyd-Jones, Multi Asset Portfolio Manager, discusses the evolving landscape in Europe as investors seek to diversify away from the US and into international markets.

Ninety One 15th Jul 2025

cgp_capconv100625 Podcast

Capital Group | Investing in South Asia's emerging markets: India’s embrace of free enterprise

Samir Parekh sits down with Mike Gitlin to talk about India’s shift towards wealth creation, and how political changes and demographics are serving as tailwinds.
 

Capital Group 15th Jul 2025

cpg_podcastimga Podcast

Capital Group | Made in America: can the U.S. rebuild its manufacturing might?

Capital Group economist Bobby Esnard shares his perspective on the potential benefits and challenges of bringing manufacturing back to the United States.

Capital Group 15th Jul 2025

fil_answr_150725 Podcast

Fidelity International | Fidelity Answers: What if Treasuries aren't so safe anymore?

Long-dated US Treasuries, the most popular go-to assets in times of uncertainty, have done a disappointing job this year of dampening volatility in portfolios. So what might you favour instead?&nbs...

Fidelity International 15th Jul 2025

smagm_june_ts VIDEO

Baillie Gifford | Scottish Mortgage Manager Insights: Tom Slater

Tom Slater outlines how AI integration, disciplined capital allocation and operational resilience are shaping the Scottish Mortgage portfolio’s next generation of global growth leaders.

Baillie Gifford 14th Jul 2025

smagm_june_tsppg Partner Zone

Scottish Mortgage Manager Insights: Tom Slater

Tom Slater outlines how AI integration, disciplined capital allocation and operational resilience are shaping the Scottish Mortgage portfolio’s next generation of global growth leaders.

Baillie Gifford 14th Jul 2025

abrdn_shortdate190625 Partner Zone

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 10th Jul 2025

Article-London-01-smll2024 Analysis & Opinion

The Week: The long-awaited revival of UK mid-caps

As the UK stock market recovers, mid-caps have taken an early lead.

Adviser-Hub 10th Jul 2025

cgp_tariff100725ao Analysis & Opinion

Tariff resilience: what makes some companies stand strong?

Capital Group highlights some characteristics of companies that could be well positioned to weather the shifting tides of trade policy.
 

Capital Group 10th Jul 2025

nione_picture100725ao Analysis & Opinion

Picture this: higher yields ≠ higher returns

Since the start of 2025, the highest-yielding (riskiest) parts of the global high-yield market have underperformed. Rather than compromising on risk, Ninety One believes investors should find diffe...

Ninety One 10th Jul 2025

Partner Zone

Market Minutes: In search of uncorrelated returns

In this new monthly video series, our Multi Asset team dissect what's changed in markets, what's new and what they're keeping an eye on. This month, portfolio manager Caroline Shaw focu...

Fidelity International 10th Jul 2025

bg_growth100725 Partner Zone

Baillie Gifford Managed Fund: our 7 most exciting growth picks

We spotlight seven picks from the Baillie Gifford Managed Fund portfolio with the potential for future growth, reflecting our regional equity and fixed income expertise. Here’s what we’...

Baillie Gifford 10th Jul 2025

Article-balance-01-smll2024 Analysis & Opinion

How is this balanced in a portfolio?

The relationship between emerging and developed markets is changing, with emerging markets increasingly pursuing orthodox fiscal policies while developed markets drown in debt.

Adviser-Hub 9th Jul 2025

abrdn_invest_090725 Partner Zone

Invest for the future with global infrastructure equity

What’s the global infrastructure spending megatrend, and what’s in it for investors?

Aberdeen Investments 9th Jul 2025

Partner Zone

Market volatility unlocks long-term value in Chinese equities

Following heightened tariff-related volatility, Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, assesses the evolving Chinese equity landscape and outlines why current ma...

Fidelity International 8th Jul 2025

Article-Pension-01-smll2024 Business Toolkit

Pensions and IHT - should clients’ Expression of Wish be updated now?

Inheritance Tax on unused pension funds will apply only to deaths after April 2027.

Fidelity Adviser Solutions 8th Jul 2025

Article-Animals-Bear-01-smll2024 Market Updates

Global updates: Global uncertainties

Geopolitical events took a new turn in June as Iran and Israel engaged in a short but intense ‘12-day war’ that also included a US military attack on three Iranian nuclear facilities

Adviser-Hub 8th Jul 2025

Article-Direction-05-smll2024 Market Updates

UK market review: Geopolitics dominate in June

Despite a turbulent start to 2025 – compounded by an escalation of ongoing conflict in the Middle East – UK equity markets performed relatively strongly over the first half of the year....

Adviser-Hub 8th Jul 2025

Article-Global-04-smll2024 Market Updates

Market briefings look back at June

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

Adviser-Hub 8th Jul 2025

Partner Zone

Strategic acquisitions in tech: a quiet tailwind for portfolio performance

Fidelity’s Hyun Ho Sohn examines M&A’s role within the global technology sector, reflecting on past successful acquisitions involving portfolio holdings and outlining key recent dea...

Fidelity International 8th Jul 2025

Partner Zone

A renaissance underway for UK equities

Alex Wright, portfolio manager of Fidelity Special Situations & Special Values, examines the recent resurgence of UK equities and outlines why he expects outperformance to continue as buying in...

Fidelity International 8th Jul 2025

Partner Zone

Dollar dominance dimmed

Fidelity believes the recent US trade policy shift will have significant ramifications for US dollar exchange rates.

Fidelity International 8th Jul 2025

Article-Chart-01-smll2024 Analysis & Opinion

Emerging markets: the new orthodoxy

High fiscal spending, economic mismanagement, and geopolitical risk used to be the hallmarks of emerging markets rather than developed markets. Today, these characteristics are more likely to be fo...

Adviser-Hub 7th Jul 2025

Article-DowningStreet-01-smll2024 Analysis & Opinion

The Week: Rachel Reeves finds a friend in the bond market

It turns out the bond markets rather like Rachel Reeves as they contemplate her departure. 

Adviser-Hub 3rd Jul 2025

bg_european_030725 Analysis & Opinion

The European renaissance

Baillie Gifford explains why stronger growth prospects, political stability and fiscal momentum are making European assets more appealing than their US counterparts.

Baillie Gifford 3rd Jul 2025

fssa_rethink_030725 Analysis & Opinion

Market view: Rethink how rising market concentration affects your portfolio

Concentration in equity markets has reached unprecedented levels, raising critical questions about diversification, valuation, and risk for equity investors. First Sentier Investors tells us more.&...

FSSA Investment Managers 3rd Jul 2025

Article-America-02-smll2024 Analysis & Opinion

The new US administration: economic unorthodoxy

The incoming US administration has correctly diagnosed that the US has a fiscal problem. It has built up vast trade deficits with the rest of the world, its currency makes its exports uncompetitive...

Adviser-Hub 3rd Jul 2025

hube_balancedvid3_070725-1 VIDEO

Adjusting balance to manage risk – panel discussion video #3

If the risk relationship between developed and emerging markets has changed, how should this changing environment be reflected in a flexible portfolio? This is explored further in our latest panel...

Adviser-Hub 3rd Jul 2025

bg_positive_020725 Partner Zone

Positive Change Impact Report

What difference did companies make in the real world during 2024? From climate solutions to social progress, this annual impact report highlights how the companies the Baillie Gifford Positive Chan...

Baillie Gifford 2nd Jul 2025

abrdn_sovereign_020725 Partner Zone

The ‘sovereign ceiling’ in EM corporate bond ratings

Liam Blaikie considers the influence of the ‘sovereign ceiling’ in EM corporate bond credit ratings.

Aberdeen Investments 2nd Jul 2025

abrdn_decentwk300625 Partner Zone

Decent work: a framework for investors

What’s decent work, and what’s the issue?

Aberdeen Investments 2nd Jul 2025

abrdn_short_020725 Partner Zone

Short-dated credit: seeking a resilient income in a turbulent world

Investment-grade short-dated bonds have historically offered lower volatility and higher yields than cash. A smart move in uncertain times.

Aberdeen Investments 2nd Jul 2025

abrdn_fouryrs_300625 Partner Zone

Four years forward: lessons from the Climate Transition Bond Strategy

The companies in our strategy seek to deliver real-world decarbonisation & adaptation while providing a financial return. Find out how.

Aberdeen Investments 2nd Jul 2025

abrdn_infrast_020725 Partner Zone

How much infrastructure does the world need?

In this new episode, we explore the staggering global infrastructure investment needs over the next 25 years, why the bill is so high, and how governments and private investors might share the load...

Aberdeen Investments 2nd Jul 2025

hube_emergmk_vid2 VIDEO

Emerging markets: new orthodoxy – panel discussion video #2

High fiscal spending, economic mismanagement, and geopolitical risk used to be the hallmarks of emerging markets rather than developed markets. Today, they are more likely to be found in the US or...

Adviser-Hub 2nd Jul 2025

abrdn_celebrating170725 Partner Zone

Celebrating three years of MyFolio Enhanced ESG Index

Aberdeen’s innovative range has passed a key milestone. What explains its popularity with clients?

Aberdeen Investments 2nd Jul 2025

hubex_shiftingvid1_010725 VIDEO

The new US administration: economic unorthodoxy – panel discussion video #1

The world’s largest economy has lost its last AAA credit rating. Its debt levels are at war-time highs, and about to get higher with the enactment of the ‘big beautiful bill’. Is...

Adviser-Hub 1st Jul 2025

fil_china_010725 VIDEO

Fidelity International | Field Notes: Test driving China’s technological prowess in downtown Shanghai

Fidelity Portfolio Manager Tina Tian puts her trust in the latest assisted driving technology and braces for a ride through some of China’s busiest streets.

Fidelity International 1st Jul 2025

nione_euroeq_010725 Partner Zone

European equities: a beautiful panic

After years in the global investment wilderness, an increasing set of pro-growth signals from policymakers is starting to shift the narrative, says Ninety One. Europe is positioning itself not just...

Ninety One 1st Jul 2025

nione_picture_010725 Partner Zone

Picture this: higher yields ≠ higher returns

Since the start of 2025, the highest-yielding (riskiest) parts of the global high-yield market have underperformed. Rather than compromising on risk, Ninety One believes investors should find diffe...

Ninety One 1st Jul 2025

nione_lseg_010725 Partner Zone

LSEG: a critical artery of the global financial system

LSEG supports clients across the trading lifecycle, helping them save money, and has stayed ahead through major tech shifts, securing its place in the Ninety One Quality team’s universe.

Ninety One 1st Jul 2025

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