Adviser-Hub articles

cp_indiaelca Analysis & Opinion

The Week: Will Diwali deliver hope for the Indian stock market?

It’s been a tough period for investors in India. Can the market revive?

Adviser-Hub 16th Oct 2025

SM DC 2025 - Blue Sky Base Rates VIDEO

Baillie Gifford | Blue Sky and Base Rates: 10 Years On

Investment specialist Hamish Maxwell is joined by investment managers Tom Slater and Lawrence Burns to reveal the findings from Tom's highly anticipated research update on what truly drives exc...

Baillie Gifford 15th Oct 2025

SM DC 2025 - MercadoLibre VIDEO

Baillie Gifford | Building Latin America's Digital Future

MercadoLibre is one of the largest holdings in the Scottish Mortgage portfolio. Lawrence Burns and CEO Ariel Szarfsztejn discuss the company’s journey so far and its plans to scale innovation...

Baillie Gifford 15th Oct 2025

Partner Zone

Capturing emerging market growth with Quality Income ETFs

Fidelity discusses how a quality-income approach can help asset allocators capture compelling opportunities across this diverse, growing region.

Fidelity International 14th Oct 2025

Partner Zone

Are European equities set for a revival?

Marcel Stötzel, Co-Portfolio Manager of the Fidelity European Fund and Fidelity European Trust PLC, shares why he remains positive about the region’s investment outlook.

Fidelity International 14th Oct 2025

Partner Zone

Why now for emerging markets?

A weaker US dollar and signs of a potential recovery for China are making emerging market equities a more attractive proposition for investors, say Fidelity Emerging Markets portfolio managers Nick...

Fidelity International 14th Oct 2025

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

Passive investing explained

Passive investment is generally associated with index-tracking funds: collective investment schemes that aim to replicate the performance of a specific benchmark index.

Adviser-Hub 13th Oct 2025

abrdn_auris131025 Analysis & Opinion

Building on strength: Auris Energia’s green gas expansion

Can regulated utilities support the green transition? Auris Energia offers a compelling example, says Aberdeen Investments.

Aberdeen Investments 13th Oct 2025

nne_fed_091025_ao Partner Zone

The Fed’s risk-management pivot: a green light for equities

A more accommodative Fed stance is turning restrictive policy into a tailwind for equities, note Ninety One Portfolio Manager Alex Holroyd-Jones and Analyst Rebecca Phillips.

Ninety One 13th Oct 2025

sm_dc2025_q&a_vid VIDEO

Baillie Gifford | Scottish Mortgage: Digital Conference Q&A

From an AI bubble to Bitcoin exposure, the Scottish Mortgage managers tackle the topics on shareholders’ minds.

Baillie Gifford 13th Oct 2025

bg_pioneer_1310125 Partner Zone

Pioneering Positive Change

In changed times, can bold investing in breakthrough innovation shape a brighter, more sustainable world? The Baillie Gifford team explain.

Baillie Gifford 13th Oct 2025

Article-DowningStreet-01-smll2024 Market Updates

UK market review: Pre-Budget jitters

During September, investors became increasingly preoccupied by possible measures in the forthcoming Autumn Budget.

Adviser-Hub 10th Oct 2025

Article-Global-04-smll2024 Market Updates

Market briefings looking back at September

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

Adviser-Hub 10th Oct 2025

Article-Technology-03-smll2024 Analysis & Opinion

The impact of AI on fixed income

The impact of AI on equity markets has been widely interrogated. The impact for bond markets is more complex. Corporate bond investors need to look at the impact on individual companies and their a...

Adviser-Hub 10th Oct 2025

sm_dc2025_q&a_vid Partner Zone

Scottish Mortgage: Digital Conference Q&A

From an AI bubble to Bitcoin exposure, the Scottish Mortgage managers tackle the topics on shareholders’ minds.

Baillie Gifford 10th Oct 2025

bg_emmk091025_ao Analysis & Opinion

Emerging markets: are you missing the point?

Baillie Gifford explains why underweighting EM is an active risk, not a cautious stance. 

Baillie Gifford 9th Oct 2025

nne_fed_091025_ao Analysis & Opinion

The Fed’s risk-management pivot: a green light for equities

A more accommodative Fed stance is turning restrictive policy into a tailwind for equities, note Ninety One Portfolio Manager Alex Holroyd-Jones and Analyst Rebecca Phillips.

Ninety One 9th Oct 2025

Articles-Japan-01-smll2024 Analysis & Opinion

The Week: Takaichi: Abe 2.0?

Will Japan’s new Prime Minister revive the country’s economy? The Nikkei hit new highs, the yen weakened, and long bond yields rose on the appointment of Sanae Takaichi Takaichi...

Adviser-Hub 9th Oct 2025

Article-Direction-05-smll2024 Market Updates

Global updates: “No risk-free paths”

Interest rates took centre stage in September as the US Federal Reserve (Fed) finally delivered a much-anticipated cut of 25 basis points.

Adviser-Hub 9th Oct 2025

Article-Communications-02-smll2024 Analysis & Opinion

Dilemma for strategic bond managers in choppy fixed income markets

Ostensibly, there is plenty of opportunity in bond markets, with yields high across the world. Howe...

Adviser-Hub 9th Oct 2025

Future Stocks_Our Best Private Growth Ideas_vid VIDEO

Baillie Gifford | Future Stocks: Our best private growth ideas

Investment specialist Rachael Callaghan introduces private companies BillionToOne, Stripe and Vinted, each answering modern-day problems with scalable growth-focused solutions.

Baillie Gifford 8th Oct 2025

Future Stocks_Our Best UK Ideas_ah VIDEO

Baillie Gifford | Future Stocks: Our best UK ideas

Investment specialist Chloé Darling-Stewart reveals why Autotrader, Moonpig and Genus are hidden growth treasures in the UK market.

Baillie Gifford 8th Oct 2025

Future Stocks_Our Best Ideas in China_vid VIDEO

Baillie Gifford | Future Stocks: Our best ideas in China

Investment specialist Ben Buckler breaks down our top picks in China from autonomous delivery (Meituan) to smart homes (Midea) and EV batteries (CATL).

Baillie Gifford 8th Oct 2025

Future Stocks_Our Best Private Growth Ideas_pp Partner Zone

Future Stocks: Our best private growth ideas

Investment specialist Rachael Callaghan introduces private companies BillionToOne, Stripe and Vinted, each answering modern-day problems with scalable growth-focused solutions.

Baillie Gifford 8th Oct 2025

Future Stocks_Our Best UK Ideas_pp Partner Zone

Future Stocks: Our best UK ideas

Investment specialist Chloé Darling-Stewart reveals why Autotrader, Moonpig and Genus are hidden growth treasures in the UK market.

Baillie Gifford 8th Oct 2025

FutureStocks_Our Best Ideas in China_pp Partner Zone

Future Stocks: Our best ideas in China

Investment specialist Ben Buckler breaks down our top picks in China from autonomous delivery (Meituan) to smart homes (Midea) and EV batteries (CATL).

Baillie Gifford 8th Oct 2025

Article-Chart-01-smll2024 Analysis & Opinion

The swings and roundabouts of bond markets in 2025

It has been a tumultuous year in bond markets. Eccentric economic policy in the US has rattled the ‘safe haven’ status of US treasuries, while high debt burdens across developed markets...

Adviser-Hub 8th Oct 2025

fil_mmsignal_0701025 VIDEO

Fidelity International | Market Minutes: Mixed Signals

In this 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 focuses...

Fidelity International 7th Oct 2025

hbex_fixed071025 VIDEO

Bond market positioning for a changing environment – panel discussion video #3

Two strategic bond managers, Mike Riddell and Robert Baltzer discuss the current macroeconomic environment, including the impact of AI on fixed income markets. They walk us through their best ideas...

Adviser-Hub 7th Oct 2025

cpg_dolloar_071025 Partner Zone

What is the next chapter for the dollar?

While a tactical, possible extended cyclical decline in the dollar is possible, the scale of the US economy and its financial markets should continue to support the currency’s leading positio...

Capital Group 7th Oct 2025

cpg_frontiers_071025 Partner Zone

New frontiers of semiconductor and AI innovation

The semiconductor industry stands at a fascinating juncture – Capital Group equity investment analyst Timur Sugito shares his insights.

Capital Group 7th Oct 2025

cpg_five_071025 Partner Zone

Five reasons tariffs have not wrecked the US economy

Capital Group assesses where we are in the rapidly changing global trade environment, the effects so far, and where we may be headed.

Capital Group 7th Oct 2025

cpg_podcastimga Podcast

Capital Group | Tariffs and trade deals: where do we go from here?

Capital Group international policy advisor Tom Cooney explores the future of global trade, why tariffs are taking centre stage, and whether new trade deals are providing a template for the road ahe...

Capital Group 7th Oct 2025

cgp_capconv100625 Podcast

Capital Group | Cracking the Agg: how active fixed income can beat the benchmark

From his seat on Capital Group’s rates team, Ritchie Tuazon shares with Mike Gitlin how his lineup of credit, duration and inflation instruments can help to beat the Bloomberg US Aggregate Bo...

Capital Group 7th Oct 2025

Partner Zone

Market Minutes: Mixed Signals

In this 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 focuses...

Fidelity International 7th Oct 2025

abrdn_realest061025 Partner Zone

Repricing real estate risk in an uncertain world

How are we navigating real estate risks? Read more about Aberdeen’s global framework.

Aberdeen Investments 6th Oct 2025

abrdn_rates061025 Partner Zone

The rates reset…where next for UK investors?

UK advisers and wealth managers are seeking alternatives to cash and liquidity holdings.

Aberdeen Investments 6th Oct 2025

abrdn_myfolio_180925 Partner Zone

How MyFolio can help your clients invest with an ESG focus

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

Aberdeen Investments 6th Oct 2025

abrdn_myfolio_061025 Partner Zone

MyFolio: Sophistication delivered simply

Our fund managers explain how MyFolio supports clients' long-term goals with simplicity at its core.

Aberdeen Investments 6th Oct 2025

abrdn_time061025 Partner Zone

Is it time to get active with global listed real estate?

We aim to invest where real estate will be. Not where it has been.

Aberdeen Investments 6th Oct 2025

abrdn_short061025 Partner Zone

Is Short Dated Enhanced Income your step-out-of-cash solution?

Discover an active credit strategy with yield potential.

Aberdeen Investments 6th Oct 2025

abrdn_061025 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 6th Oct 2025

hbex_fvalue071025 VIDEO

Finding value in turbulent bond markets – panel discussion video #2

With corporate bond spreads at long-term lows, emerging markets behaving like developed markets and the US government pursuing increasingly unorthodox economic policy, it’s been a complex tim...

Adviser-Hub 6th Oct 2025

Partner Zone

Rethinking diversification with Idiosyncratic Alpha

Six months into the post-Liberation Day rally, equities are at record highs and credit spreads are at multi-decade tights. Against this backdrop, find out how Fidelity’s absolute return strat...

Fidelity International 3rd Oct 2025

Partner Zone

The global tech landscape: thinking beyond the US

Fidelity Global Technology Strategy Portfolio Manager Hyun Ho Sohn emphasises the need for a global perspective in technology investing.

Fidelity International 3rd Oct 2025

Partner Zone

Field Notes: how a fund manager judges consumer brand health

Consumer-facing companies live or die by the strength of their brand. But monitoring the health of a brand means looking well beyond the company’s financial reports.

Fidelity International 3rd Oct 2025

Partner Zone

A disciplined-driven search for value in Asia

Nitin Bajaj, portfolio manager of Fidelity Asian Values PLC and the Fidelity Asian Smaller Companies Fund, assesses the backdrop for investors in Asia.

Fidelity International 3rd Oct 2025

Partner Zone

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 3rd Oct 2025

hbex_making071025 VIDEO

Making sense of bond markets in 2025 – panel discussion video #1

Bond markets have been the source of plenty of activity in 2025. There have been concerns over US treasuries as the incoming government has pursued increasingly unorthodox economic policies and thr...

Adviser-Hub 3rd Oct 2025

Article-Technology-04-smll2024 Analysis & Opinion

The Week: AI’s bubbly valuations

The soaring value of OpenAI should give investors pause for thought.

Adviser-Hub 2nd Oct 2025

nione_gold300925-1 Analysis & Opinion

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 2nd Oct 2025

abrdn_years_230925 Analysis & Opinion

15 years of clarity and consistency with MyFolio

Why is Aberdeen Investments’ MyFolio such a trusted adviser solution? Find out here.

Aberdeen Investments 2nd Oct 2025

Partner Zone

'Flying cars' promise a new era of transport. But will they take off?

Companies around the world are rushing to turn the flying car dream into reality. A test flight in China offers Fidelity International analyst Reggie Pan a glimpse of what the future of transportat...

Fidelity International 2nd Oct 2025

hub-exclusives-banner-alternatives-35 Analysis & Opinion

The Leeds Reforms

The Leeds Reforms are a series of UK government proposals focusing on the financial services sector.

Adviser-Hub 1st Oct 2025

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