articles from Adviser-Hub

Adviser-Hub articles

Analysis & Opinion

The Week: UK budget 2025: gilt markets calmed

The Budget has calmed the gilt market for now, but it does little to address the country’s long-term fiscal sustainability.

Adviser-Hub 27th Nov 2025

Market Updates

Budget 2025: Budget raises questions over growth

Rachel Reeves’ much-trailed Budget proved to be long on taxation and spending measures, but short on meaningful plans for growth.

Adviser-Hub 27th Nov 2025

Partner Zone

Emerging markets' net issuance drag is easing

A major headwind to emerging market equity performance is fading. Ninety One explains how this structural shift could lift future returns and reshape the case for EM allocations.

Ninety One 26th Nov 2025

Analysis & Opinion

One year on: how SDR has reshaped the UK market for sustainable funds

Fidelity’s Jenn-Hui Tan outlines why progress will depend on the extent to which providers navigate regulatory complexity, distributors gain comfort with new labels, and market dynamics affec...

Fidelity International 25th Nov 2025

Analysis & Opinion

Tide of Progress: Blue Transition Bond turns one

As it marks its first anniversary, the Fidelity Blue Transition Bond Fund has demonstrated that strong financial performance can align with meaningful blue impact.

Fidelity International 25th Nov 2025

Analysis & Opinion

Investors reveal their top ESG investment themes and more

At a time of macroeconomic and geopolitical uncertainty, Capital Group’s fifth annual ESG Global Study finds that most investors remain committed to considering ESG issues in the investment p...

Capital Group 25th Nov 2025

Partner Zone

Unlocking opportunities beyond the US

Steven Hay, co-manager of the Baillie Gifford Managed Fund, discusses diversification beyond the US, opportunities in AI and why a balanced approach could help investors navigate uncertainty in 202...

Baillie Gifford 24th Nov 2025

VIDEO

Baillie Gifford | Unlocking opportunities beyond the US

Baillie Gifford 24th Nov 2025

Business Toolkit

Fidelity Adviser Solutions Webinar: Financial planning considerations at tax year end

Join Fidelity experts Paul Richards, Paul Squirrell, and Jon Hale on 22 January 2026 for an exclusive 45-minute session designed to help you deliver the best outcomes for your clients.

Fidelity Adviser Solutions 24th Nov 2025

Partner Zone

Resilient equity income in a changing market

Against an uncertain macro backdrop, Fidelity portfolio manager Tristan Purcell highlights the benefits of anchoring on sustainable dividends, resilient earnings and valuation discipline to navigat...

Fidelity International 20th Nov 2025

Partner Zone

Navigating the upcoming Autumn Budget

The Budget is expected to deliver a £30bn fiscal tightening – if implemented, Fidelity fixed income portfolio manager Kris Atkinson believes this could pave the way for earlier rate cut...

Fidelity International 20th Nov 2025

Analysis & Opinion

The Week: Nvidia’s results revive markets

Nvidia beat market expectations, but it may galvanise concerns on AI spending.

Adviser-Hub 20th Nov 2025

Analysis & Opinion

Market view: Why UK equities are turning heads

Despite UK equities hitting record highs and international interest returning, opportunities remain, Fidelity’s Alex Wright believes the UK remains a compelling destination for investors.

Fidelity International 20th Nov 2025

Analysis & Opinion

Seeing the big picture: what art can teach us about modern portfolios

Pointillist art offers a compelling insight into building resilient portfolios – where each investment plays a role in shaping the whole. Aberdeen’s Simon Fox explains.

Aberdeen Investments 20th Nov 2025

Partner Zone

Why UK equities are turning heads

Alex Wright, portfolio manager of Fidelity Special Values PLC, shares why the UK remains a compelling destination for investors. Despite UK equities hitting record highs and international interest...

Fidelity International 20th Nov 2025

Partner Zone

Forty years of the Fidelity European Fund

40 years after the Fidelity European Fund was launched, the portfolio managers who steered the fund through the decades reflect on its origins, Europe’s political backdrop, and their perspect...

Fidelity International 20th Nov 2025

Partner Zone

The Investor’s Guide to Asia: Korean value and a new era of shareholder return

Fidelity’s Jochen Breuer and Lynda Zhou discuss how corporate governance reforms are transforming the dividend investing landscape in Asia.

Fidelity International 20th Nov 2025

Podcast

Capital Group | Short-term bonds: a low-profile asset class shifts into high gear

Capital Group’s Vince Gonzalez explains why this overlooked corner of the fixed income markets is suddenly in demand.

Capital Group 19th Nov 2025

Podcast

Capital Group | India’s strategic autonomy in global markets

Capital Group’s Anirudha Dutta joins host Natalya Zeman to break down the reforms, policies, and global positioning for India.

Capital Group 19th Nov 2025

Podcast

Capital Group | Uncovering overlooked tech opportunities and the next layer of AI

Veteran Capital Group tech analyst Sugi Widjaja draws on decades of expertise to identify overlooked opportunities in the tech sector.

Capital Group 19th Nov 2025

Partner Zone

Ahead of the Curve: economic convergence and what it could mean for bond investors

What are fixed income investors to make of the current environment and how should they best position portfolios to capture results? Capital Group’s Flavio Carpenzano and Peter Becker explain....

Capital Group 19th Nov 2025

Partner Zone

Made in America is making a comeback

Capital Group identifies three areas that are progressing in the quest to rebuild a long-neglected segment of the domestic economy.

Capital Group 19th Nov 2025

Partner Zone

Macro Brief: can Korea follow in Japan’s footsteps to unlock shareholder value?

Korea launched the Corporate Value-Up Program in 2024. After a positive initial impact, market watchers are asking: what comes next? Capital Group’s Chau Nguyen takes a closer look.

Capital Group 19th Nov 2025

Partner Zone

Beyond mixed signals – a focus on income

US and EM fundamentals provide a strong foundation for continued high income among many sectors of the bond market, says Capital Group.

Capital Group 19th Nov 2025

Partner Zone

Three investment opportunities in a fragmented world

As this multi-year realignment plays out, identifying which companies can best adapt to the new framework is paramount to successful investing, says Capital Group’s Kohei Higashi.

Capital Group 19th Nov 2025

Partner Zone

America First policies: what are the global implications?

As the US continues to pursue its America First policies, the rest of the world is adapting to new opportunities and challenges. Navigating this environment will require nimble, flexible and more a...

Capital Group 19th Nov 2025

Partner Zone

How much could AI drive future productivity?

AI is emerging as a transformative force, but its impact will vary across regions and sectors. Capital Group believes its strategic adoption and integration will determine the countries and industr...

Capital Group 19th Nov 2025

VIDEO

Baillie Gifford | Upfront: small caps, bubbles and tech giants

Baillie Gifford’s Bill Chater outlines the search for the world’s best small caps, while client manager Megan Rooney gives her take on AI bubble headlines.

Baillie Gifford 18th Nov 2025

VIDEO

Fidelity International | Market Minutes: Emerging Strong

This month, Fidelity portfolio manager Chris Forgan turns the spotlight on emerging markets – where lower valuations, a softer US dollar, and policy flexibility are creating a compelling back...

Fidelity International 17th Nov 2025

Business Toolkit

Exploring the psychology of retirement

Fidelity Adviser Solutions have applied behavioural science to uncover not only what clients say, but how they truly feel about whether they are financially and psychologically prepared for retirem...

Fidelity Adviser Solutions 17th Nov 2025

Partner Zone

BYD’s Right to Win

From battery maker to China's top carmaker, BYD is now expanding globally. With technological leadership, tight cost control and a founder-led vision, the company looks set to reshape the elect...

Baillie Gifford 14th Nov 2025

Partner Zone

Tom Slater: Manager Review

Scottish Mortgage manager Tom Slater reflects on a year of operational progress amid market volatility, explaining why the trust reduced its NVIDIA stake, how resilience has become central to portf...

Baillie Gifford 14th Nov 2025

Analysis & Opinion

The Week: Global dividends power ahead

Investors can take reassurance from the strength of global dividends, with the UK a notable outlier.

Adviser-Hub 13th Nov 2025

Analysis & Opinion

Japan’s capital revolution: a new era for active investors

Japan’s economic reset is unlocking long-term equity value. Aberdeen asks: how will you position your portfolio?

Aberdeen Investments 13th Nov 2025

Analysis & Opinion

The great rebalancing

Ninety One explores a new cycle reshaping global equity leadership.

Ninety One 13th Nov 2025

Partner Zone

Investing for positive change

Baillie Gifford’s Nduka Amadi explores how rare disease innovations are reshaping global health, offering new treatments and long-term value creation. Capital at risk.

Baillie Gifford 13th Nov 2025

Partner Zone

Scottish Mortgage Portfolio Update Q3 2025

Investment Specialist Hamish Maxwell reflects on how artificial intelligence and other structural shifts are redefining industries, highlights portfolio exposure across transformational growth area...

Baillie Gifford 12th Nov 2025

Analysis & Opinion

Rare diseases: investing for positive change

Baillie Gifford explores the companies transforming global health with rare disease innovations.

Baillie Gifford 11th Nov 2025

Analysis & Opinion

What to expect from the COP30 climate conference

Ahead of November’s COP30 climate conference in Brazil, Fidelity’s experts provide an overview of what investors can expect.

Fidelity International 11th Nov 2025

Analysis & Opinion

Active ownership: the investor's best tool for real climate accountability

As climate headlines grow louder and more divisive, Aberdeen Investments believes investors face a simple choice: engage or risk being left behind.

Aberdeen Investments 11th Nov 2025

Analysis & Opinion

Thirsty servers, hungry investors: how sustainable is AI?

As AI reshapes the world, its hidden thirst for water and soaring infrastructure costs raises urgent questions about the sustainability of the digital revolution. Aberdeen Investments explains.

Aberdeen Investments 11th Nov 2025

Partner Zone

EM ex-China: opening doors to different opportunities

For those seeking flexibility around China exposure, Ninety One explains how EM ex-China provides an alternative way to capture growth, resilience, and diversification.

Ninety One 11th Nov 2025

Partner Zone

The great rebalancing

Ninety One explores a new cycle reshaping global equity leadership.

Ninety One 11th Nov 2025

Market Updates

UK market review: Stretched valuations

Despite continuing concerns over the possibility of an AI-fuelled stock market bubble, ongoing global trade tensions, and – closer to home – mounting speculation about possible measures...

Adviser-Hub 10th Nov 2025

Market Updates

Market briefings looking back at October

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

Adviser-Hub 10th Nov 2025