articles from Adviser-Hub

Adviser-Hub articles

Partner Zone

Upfront: Europe, chips and rising Japan

Baillie Gifford’s Stephen Paice explains why Europe is back in fashion, investment specialist Sarah Clark discusses her enthusiasm for Japan, and Qian Zhang explains why TMSC is special.

Baillie Gifford 30th Sep 2025

VIDEO

Baillie Gifford | Upfront: Europe, chips and rising Japan

Baillie Gifford’s Stephen Paice explains why Europe is back in fashion, investment specialist Sarah Clark discusses her enthusiasm for Japan, and Qian Zhang explains why TMSC is special.

Baillie Gifford 30th Sep 2025

Analysis & Opinion

Harnessing risk and unlocking opportunity in EM equities

Ninety One’s Jen Ford and Archie Hart share how discipline, bottom-up stock selection, and a clear risk framework can help unlock long-term value in EM equities.

Ninety One 30th Sep 2025

Analysis & Opinion

EWIT enlightenment: IREN

The US datacentre operator turning renewable power into AI profits as grid constraints bite.

Baillie Gifford 30th Sep 2025

Analysis & Opinion

European ESG Regulatory Update: September 2025

Fidelity’s sustainability team provides an overview of the latest developments across the ESG regulatory landscape and outline the implications for investors.

Fidelity International 30th Sep 2025

Analysis & Opinion

How MyFolio can help your clients invest with an ESG focus

The MyFolio Enhanced ESG ranges combine Aberdeen Investments’ proven process with a focus on sustainability.

Aberdeen Investments 30th Sep 2025

Partner Zone

Why gold stocks can shine on

After talking with gold companies at this year’s Mining Forum Americas, Ninety One’s George Cheveley came away confirmed in his view that the outlook for this equity sector remains brig...

Ninety One 30th Sep 2025

Partner Zone

Picture this: short-sightedness in a mainstream credit market

Investors in investment-grade bonds have focused purely on yields in recent years, looking past historically tight credit spreads. With yields now falling, the market’s allure could fade, and...

Ninety One 30th Sep 2025

Business Toolkit

Slaying the dragon

Are your clients concerned about the impact of market downturns on their retirement plans?

Fidelity Adviser Solutions 26th Sep 2025

Analysis & Opinion

Market view: Fidelity International Q4 investment outlook: broader is better

Markets are back in risk-on mode, but investors should be selective in their portfolio construction. Best now to carry a broad basket of assets.

Fidelity International 25th Sep 2025

Analysis & Opinion

Government bonds: the end of the shock absorber

Sticky inflation, rising fiscal strains and weak growth are eroding the role of bonds as a portfolio ballast, forcing investors to rethink defensive diversification, according to Ninety One’s...

Ninety One 25th Sep 2025

Analysis & Opinion

Market view: UK smaller companies: feeling supersonic

Don’t look back in anger, says Aberdeen Investments – it may be worth considering an allocation to UK small caps now.

Aberdeen Investments 25th Sep 2025

Market Updates

The Week: Trussonomics three years on

The UK’s ill-fated flirtation with Trussonomics should stay front of mind for policymakers ahead of the Budget.

Adviser-Hub 25th Sep 2025

Partner Zone

Guess who’s beating the Magnificent Seven?

If you were hunting for a group of stocks to dethrone the Magnificent Seven, there’s a good chance European banks weren’t top of your list, says Capital Group.

Capital Group 24th Sep 2025

Partner Zone

Inflation or employment? The Fed makes its choice

With September’s quarter-point interest rate cut – the first such move in nine months – Fed officials appear to have made the labour market a key concern.

Capital Group 24th Sep 2025

Partner Zone

EM debt: cautious confidence in a shifting landscape

As we enter the final quarter of 2025, EM debt continues to demonstrate resilience against a complex global backdrop.

Capital Group 24th Sep 2025

Podcast

Ninety One | Harnessing risk and unlocking opportunity in EM equities

Ninety One’s Jen Ford and Archie Hart share how discipline, bottom-up stock selection, and a clear risk framework can help unlock long-term value in EM equities.

Ninety One 24th Sep 2025

Podcast

Baillie Gifford | Beyond the benchmark: why being different pays off

Baillie Gifford’s chief executive on the importance of long-termism, optimism and conviction – and what comes next.

Baillie Gifford 24th Sep 2025

Podcast

Capital Group | The age of robots

Capital Group equity analyst Mihir Mehta explores the convergence of robotics with artificial intelligence and explains why companies are investing heavily in automation and humanoid robots.

Capital Group 24th Sep 2025

Podcast

Capital Group | Health check for the pharmaceutical sector

Capital Group equity investment analyst Melissa Gallagher looks at why pharmaceuticals remain an attractive investment area and how obesity treatment and AI continue to drive innovation in this spa...

Capital Group 24th Sep 2025

Podcast

Capital Group | From oil sands to OPEC: a disciplined approach to energy investing

Andrea Montero, an investment professional and energy sector specialist at Capital Group, joins Mike Gitlin to discuss the complexities of investing in oil and gas.

Capital Group 24th Sep 2025

Partner Zone

15 years of clarity and consistency with MyFolio

Why is Aberdeen's MyFolio such a trusted adviser solution?

Aberdeen Investments 23rd Sep 2025

Partner Zone

The age of resilience: outperformers must first be survivors

Transformative companies must shockproof themselves for turbulent times, writes Tom Slater investment manager for Scottish Mortgage.

Baillie Gifford 23rd Sep 2025

Partner Zone

Fidelity Answers: markets look weird – how can I build resilience in my portfolio?

Doubts over the direction for interest rates and the over-concentration of stock markets hint at a need for more robust, diversified portfolios going into the final months of 2025.

Fidelity International 22nd Sep 2025

Partner Zone

Making the case for US smaller companies

Fidelity considers why now is an opportune time to consider diversifying US exposure and looking to smaller companies.

Fidelity International 22nd Sep 2025

Partner Zone

The takeover tailwind in UK equities

Alex Wright, portfolio manager of Fidelity Special Situations and Special Values PLC, discusses the flurry of takeover announcements of companies within the portfolio, despite turbulent markets and...

Fidelity International 22nd Sep 2025

VIDEO

Baillie Gifford | Baillie Gifford CEO on why being different pays off

Discover how long-termism, optimism, and deep research guide Baillie Gifford’s investment decisions, regardless of companies’ stock market index weightings. Capital at risk.

Baillie Gifford 22nd Sep 2025

Partner Zone

Baillie Gifford CEO on why being different pays off

Discover how long-termism, optimism, and deep research guide Baillie Gifford’s investment decisions, regardless of companies’ stock market index weightings. Capital at risk.

Baillie Gifford 22nd Sep 2025

Partner Zone

Strat chat: US inflation could jolt markets out of their stupor

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 22nd Sep 2025

Partner Zone

UK equities: a hunting ground for contrarian value investors

Alex Wright and Jonathan Winton, portfolio managers of the Fidelity Special Situations Fund and Special Values PLC, explore why – despite delivering strong performance this year – the U...

Fidelity International 22nd Sep 2025

Partner Zone

The Investor’s Guide to Asia: A new dawn for Asia high yield

In the latest episode of The Investor’s Guide to Asia, Fidelity portfolio managers Tae Ho Ryu and Terence Pang discuss how a small asset class in the fixed income universe has staged a return...

Fidelity International 22nd Sep 2025

Partner Zone

Why Fidelity remains positive about Europe’s outlook

Marcel Stötzel, Co-Portfolio Manager of the Fidelity European Fund and Fidelity European Trust PLC, outlines why quality businesses backed by strong balance sheets and dividend growth potentia...

Fidelity International 22nd Sep 2025

Market Updates

Interest rate update: The Fed finally cuts

As expected, the Federal Reserve cut US interest rates by 25 basis points to a range of 4% to 4.25% at the Federal Open Market Committee’s September meeting.

Adviser-Hub 19th Sep 2025

Partner Zone

Fixed and flexed

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

Fidelity International 18th Sep 2025

Market Updates

The Week: The Fed rate cut finally arrives

The US central bank has finally cut rates, but will it be enough for markets?

Adviser-Hub 18th Sep 2025

Analysis & Opinion

Guess who’s beating the Magnificent Seven?

If you were hunting for a group of stocks to dethrone the Magnificent Seven, there’s a good chance European banks weren’t top of your list, says Capital Group.

Capital Group 18th Sep 2025

Analysis & Opinion

The age of resilience: outperformers must first be survivors

Scottish Mortgage’s Tom Slater on the lesson from turbulent times.

Baillie Gifford 18th Sep 2025

Analysis & Opinion

The power of purpose: investing in problem-solvers

Baillie Gifford explains why firms with a passion to improve customers’ lives do better.

Baillie Gifford 18th Sep 2025

Analysis & Opinion

How MyFolio can help your clients invest with an ESG focus

Aberdeen’s MyFolio Enhanced ESG ranges are designed as a simple, cost-effective way to invest responsibly.

Aberdeen Investments 18th Sep 2025

Analysis & Opinion

Why the choice of carbon metrics matters

Climate ambition is growing, but Aberdeen Investments believes that navigating carbon metrics is the real challenge for investors.

Aberdeen Investments 18th Sep 2025

Partner Zone

EMLC debt: why now is a good time to add

Baillie Gifford investment manager Sally Greig explains how emerging market local currency bonds offer high income potential combined with strong fundamentals relative to their developed market cou...

Baillie Gifford 17th Sep 2025

Partner Zone

Hidden GEMs: how emerging markets are rewriting the volatility playbook

Ninety One Emerging market equities portfolio managers Archie Hart and Varun Laijawalla argue that stronger fundamentals, pragmatic policy, and resilient performance are reshaping investor percepti...

Ninety One 17th Sep 2025

Partner Zone

Government bonds: the end of the shock absorber

Sticky inflation, rising fiscal strains and weak growth are eroding the role of bonds as a portfolio ballast, forcing investors to rethink defensive diversification, according to Ninety One’s...

Ninety One 17th Sep 2025

Partner Zone

Gilts and the 45% taxpayer: is the trade losing its edge?

Low-coupon, short-dated gilts were a tax-efficient winner for 45% taxpayers, but that edge is fading. Ninety One’s Diversified Income Fund offers resilient income with scope for capital growt...

Ninety One 17th Sep 2025

Partner Zone

The AI edge: investing beyond the headlines

In this series, Ninety One’s global investment teams uncover four underappreciated ways investors can position portfolios for long-term, AI-driven growth.

Ninety One 17th Sep 2025

Partner Zone

Hiking the narrow ridge: seven market themes for investors

Clyde Rossouw, Head of Quality at Ninety One, offers investors a map as they navigate shifting US policy, dollar uncertainty, and sharp market swings.

Ninety One 17th Sep 2025

Partner Zone

The opportunity gap in Asia

Asia ex Japan equities remain significantly underrepresented in global portfolios, despite substantial opportunities for long-term investors. Baillie Gifford explains why active stock picking is es...

Baillie Gifford 16th Sep 2025

Business Toolkit

New retirement income approaches gaining in popularity

Drawdown has largely been acknowledged as the ‘winner’ in terms of product since the introduction of pension freedoms.

Fidelity Adviser Solutions 15th Sep 2025

Market Updates

UK market review: Stubborn inflation set to curb further easing

The FTSE 100 Index reached a new all-time high during August amid widespread hopes that the US Federal Reserve will implement an interest-rate cut in September.

Adviser-Hub 15th Sep 2025

Market Updates

Market briefings look back at August

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

Adviser-Hub 15th Sep 2025

Partner Zone

Sophistication delivered simply

Aberdeen Investments explains how MyFolio supports clients' long-term goals with simplicity at its core.

Aberdeen Investments 11th Sep 2025

Analysis & Opinion

Is it cake? The inflation episode

Markets are asking: is it inflation? Aberdeen Investments believes the Fed’s next move could hinge on the answer.

Aberdeen Investments 11th Sep 2025

Analysis & Opinion

Gap between reality and expectations threatens retirement goals

In Fidelity’s 2025 European Investor Sentiment Survey, the majority of respondents say they’re on track to meet their pension income goals – yet they don’t feel ready for a...

Fidelity International 11th Sep 2025

VIDEO

Aberdeen Investments | Sophistication delivered simply

Aberdeen Investments explains how MyFolio supports clients' long-term goals with simplicity at its core.

Aberdeen Investments 11th Sep 2025

VIDEO

Aberdeen Investments | How MyFolio can help your clients invest with an ESG focus

The MyFolio Enhanced ESG ranges combine Aberdeen Investments’ proven process with a focus on sustainability.

Aberdeen Investments 11th Sep 2025

Market Updates

Global updates: US rate cut looms

Hopes of a September interest rate cut in the US provided a boost for global equity markets.

Adviser-Hub 11th Sep 2025

Partner Zone

US electric utilities: stability amid uncertainty

Amid the ongoing uncertainty of tariffs and geopolitics, one area of the corporate bond market that stands out as providing a stable and reliable source of income is the US electric utility sector....

Capital Group 10th Sep 2025

Partner Zone

What happens if US debt becomes unsustainable?

Is the US national debt growing out of control? Capital Group’s Jason Davis, Doug Kletter and Arjun Madan take a closer look.

Capital Group 10th Sep 2025

Partner Zone

Four charts on why the US economy is so resilient

Capital Group’s Jared Franz considers whether AI can fill the cracks in the US economy.

Capital Group 10th Sep 2025

Partner Zone

5 leadership lessons from top CEOs

Over 37 years as a professional investor, Capital Group’s Martin Jacobs has learned that investing in companies with superior leaders is critical to long-term success.

Capital Group 10th Sep 2025

Podcast

Ninety One | Resetting the narrative on emerging market equities

Emerging market equities are outperforming developed markets for the first time in years, and many believe this could mark the start of a long-term structural shift, says Ninety One.

Ninety One 10th Sep 2025

Podcast

Capital Group | Municipal bond investing amid rapid policy shifts

Capital Group portfolio manager Chad Rach shares his thoughts on the events driving muni bonds this year, including an unusually high volume of new issuance.

Capital Group 10th Sep 2025

Podcast

Capital Group | The changing face of media

Capital Group equity investment analyst Nathan Meyer looks at the changing face of media, from the dominance of streamers to the shift from computer game creators to platform companies.

Capital Group 10th Sep 2025

Podcast

Capital Group | From NFL to CEO: Larry Fitzgerald on embracing discomfort and investing in innovation

Larry Fitzgerald, 11-time Pro Bowl wide receiver for the Arizona Cardinals, joins Mike Gitlin to share how the experience of interning at a financial services firm one offseason led to the founding...

Capital Group 10th Sep 2025

Podcast

Capital Group | CG + KKR: unlocking private markets for everyday investors

Hear Capital Group CEO Mike Gitlin and KKR co-CEO Scott Nuttall discuss partnership, the importance of aligned corporate cultures and share perspectives on pursuing better outcomes for investors.&n...

Capital Group 10th Sep 2025

Analysis & Opinion

The Week: UK debt? France shows it could be worse …

Amid talk of a looming gilt crisis, the French give a lesson in how to do debt in style.

Adviser-Hub 10th Sep 2025

Partner Zone

Are cracks starting to show in the US economy?

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 9th Sep 2025

Partner Zone

Sterling performance: three reasons to be positive on UK credit

Fidelity portfolio managers Shamil Gohil and Kris Atkinson explain why high-quality yields in the more defensive sterling credit universe are attractive both historically and compared to other deve...

Fidelity International 9th Sep 2025

Partner Zone

What are the key opportunities and trends in credit investing today?

Find out in this wide-ranging interview with Aberdeen's Global Head of Fixed Income Jonathan Mondillo.

Aberdeen Investments 9th Sep 2025

Partner Zone

Gap between reality and expectations threatens retirement goals

In Fidelity’s 2025 European Investor Sentiment Survey, the majority of respondents say they are on track to meet their pension income goals – yet they also do not feel ready for a futur...

Fidelity International 9th Sep 2025

Partner Zone

Differentiating US equity exposures with Quality Income ETFs

Fidelity discusses the benefits that a quality income approach can provide when delivered within an ETF wrapper.

Fidelity International 9th Sep 2025

Partner Zone

Making the case for US smaller companies

Fidelity considers why now is an opportune time to consider diversifying US exposure and looking to smaller companies.

Fidelity International 9th Sep 2025

Partner Zone

Why cheaper isn’t always better

With another sell-off in long-dated sovereign bonds across key markets such as the US and UK, Fidelity Strategic Bond portfolio manager Mike Riddell outlines why cheaper isn’t always better.<...

Fidelity International 9th Sep 2025

Partner Zone

There’s more to selecting equity index funds than low fees

Fidelity’s Jason Humphrey provides his expert insight into what should be on investors’ due diligence checklist when selecting equity index funds.

Fidelity International 9th Sep 2025

Partner Zone

The shrinking upside in the dollar story

Ninety One’s research offers three reasons why the dollar’s upside is limited, while the balance of risks increasingly point lower.

Ninety One 9th Sep 2025

Partner Zone

Beyond the spread: a more complete comparison of US high yield and emerging market debt

Investors who focus only on headline index credit spreads can develop a distorted view when comparing these two asset classes, says Ninety One.

Ninety One 9th Sep 2025

Analysis & Opinion

Corporate governance: one size does not fit all

Stewart Investors explores what the world’s differing approaches to tipping, giving the thumbs-up, and taking off your shoes can tell investors about corporate governance.

FSSA Investment Managers 9th Sep 2025

Analysis & Opinion

The UK ETS: a policy mechanism to deliver net zero

The UK’s Emission Trading Scheme (ETS) could be a net-zero pathway and climate policy roadmap, says Aberdeen Investments.

Aberdeen Investments 9th Sep 2025

Business Toolkit

Triple Lock: what will the State Pension be in the future?

The guaranteed and inflation-proof income the State Pension offers is vital in providing a baseline for those in retirement. The payment has been getting more generous, a...

Fidelity Adviser Solutions 8th Sep 2025

Partner Zone

How MyFolio supports suitability-led advice

Why is Aberdeen's MyFolio a trusted risk-targeted solution for multi-asset investing?

Aberdeen Investments 4th Sep 2025

Partner Zone

Resetting the narrative on emerging market equities

Emerging market equities are outperforming developed markets for the first time in years, and many believe this could mark the start of a long-term structural shift, says Ninety One.

Ninety One 4th Sep 2025

Analysis & Opinion

The Week: Wobbling gilt markets

Investors have started to panic about rising gilt yields, but is the problem as bad as it looks?

Adviser-Hub 4th Sep 2025

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