Adviser-Hub articles

Article-London-01-smll2024 Market Updates

UK interest rate update: UK rates cut to 3.75%

UK interest rates were cut to their lowest level in almost three years at the Bank of England’s December monetary policy meeting.

Adviser-Hub 18th Dec 2025

bg_new181225 Partner Zone

Scottish Mortgage’s Tom Slater on the New Growth Epoch

Tom Slater, manager of Scottish Mortgage, argues that artificial intelligence represents a paradigm shift set to reshape the global economy with unprecedented speed. 

Baillie Gifford 18th Dec 2025

abrdn_global171225 Partner Zone

Global Economic Outlook: the cycle rolls on - for now

Will AI-driven growth keep global markets rolling, or are new risks on the horizon? Discover key forecasts for the US, China, Europe and Japan in our latest economic outlook.

Aberdeen Investments 17th Dec 2025

abrdn_monthly171225 Partner Zone

The Monthly Macro Outlook Video December 2025

Will AI drive growth or risk a bubble? Watch our video for our take on 2026’s key global economic trends.

Aberdeen Investments 17th Dec 2025

cpg_podcastimga Podcast

Capital Group | The trouble with unsustainable debt

Capital Group fixed income analysts Doug Kletter, Jason Davis and Arjun Madan take a deep dive into rising government debt in a panel discussion hosted by investment director Ed Harrold.

Capital Group 16th Dec 2025

Partner Zone

Real estate: how resilience yields opportunities in 2026

Resilience is reshaping real estate in 2026. Which sectors offer the best opportunities—and how can investors seek to future-proof their portfolios for a changing world?
 

Aberdeen Investments 16th Dec 2025

abrdn_infra161225 Partner Zone

Infrastructure: Transport as mainstay and as megatrend

Transport infrastructure is evolving in a world shaped by urbanisation, decarbonisation and digitalisation. Why should investors see transport as a mainstay—and a megatrend—for 2026 and...

Aberdeen Investments 16th Dec 2025

abrdn_marco161225 Partner Zone

Macro: 6 themes that will reshape investing in a new global order

Geopolitical tensions, economic fragmentation and shifting asset class correlations are redefining the investment landscape. Understanding these forces is essential for investors seeking resilience...

Aberdeen Investments 16th Dec 2025

abrdn_emequities161225 Partner Zone

EM equities: driving innovation and diversification for the next cycle

Emerging markets could drive global growth in the years ahead. We explore how investors can rethink equity portfolio strategy in a changing world.

Aberdeen Investments 16th Dec 2025

abrdn_emerging161225 Partner Zone

Emerging markets debt: how Trump's return is shaping opportunities

Emerging markets are adapting to Trump’s return, navigating tariffs and volatility. Will resilient economies and high yields create new opportunities for investors in 2026? Discover what&rsqu...

Aberdeen Investments 16th Dec 2025

abrdn_seeing161225 Partner Zone

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 Investments 16th Dec 2025

abrdn_celebrating161225 Partner Zone

Celebrating two decades of euro credit: your questions, our answers

Our Q&A reveals why the fund’s bottom-up approach has stayed true for over 20 years – and what it means for the future.

Aberdeen Investments 16th Dec 2025

abrdn_celeb091225 Partner Zone

Celebrating 5 years of MyFolio Enhanced ESG

Can sustainability and performance go hand-in-hand in risk-targeted investing?

Aberdeen Investments 16th Dec 2025

abrdn_ai161225 Partner Zone

AI fever hits bond markets – tactical play or a bigger bubble?

Explore how tech giants are driving a surge in bond issuance as AI accelerates – creating new opportunities and risks.

Aberdeen Investments 16th Dec 2025

abrdn_myfolio161225 Partner Zone

MyFolio 2025: award-winning multi-asset investing

Celebrating 15 years of clarity, confidence, and client-first investing.

Aberdeen Investments 16th Dec 2025

cpg_five161225 Partner Zone

Five themes for EM debt in 2026: a year of greater divergence

Looking into 2026, Capital Group sees five themes driving its outlook for emerging market debt.

Capital Group 16th Dec 2025

cpg_stock161225 Partner Zone

Stock market outlook: three investment strategies for 2026

Capital Group tackles the questions sitting front and centre for investors heading into 2026.

Capital Group 16th Dec 2025

cpg_econ161225

Economic outlook: less uncertainty, healthy growth

If 2025 was the year that tariff-induced uncertainty upended the outlook for the global economy, 2026 could be the year that things come back into focus, says Capital Group.

Capital Group 16th Dec 2025

cpg_analystvw030425 Podcast

Capital Group | The rise and rise of Chinese automakers

China industry specialist Ertan Tawakkul talks about the rapid growth of the Chinese electric vehicle market, looking at current factors shaping this sector and giving insights from his hundreds of...

Capital Group 16th Dec 2025

cgp_capconv100625 Podcast

Capital Group | Running a tight, high-conviction portfolio in a noisy market

19-year veteran of Capital Group Emme Kozloff joins host Mike Gitlin to discuss the art of filtering information, the value of mental flexibility, and the discipline required to invest with convict...

Capital Group 16th Dec 2025

Partner Zone

Spreads are tight – time to go short dated

Fidelity explains why short-dated high-quality corporate bonds remain a compelling choice for investors seeking income without taking on unnecessary risk.

Fidelity International 15th Dec 2025

Partner Zone

Asset allocation fit for a fragmenting world

Fidelity outlines six actions that investors can take to make their portfolios more fit for this new environment of fragmentation and global rewiring.

Fidelity International 15th Dec 2025

Partner Zone

Finding opportunities in a strengthening emerging markets landscape

Fidelity Emerging Markets portfolio managers provide their outlook for 2026, highlighting why shifting fiscal dynamics, a softer US dollar and renewed strength across the tech supply chain are crea...

Fidelity International 15th Dec 2025

Partner Zone

Why policy, innovation and structural trends are set to drive growth in China

Despite near-term cyclical challenges, China’s structural strengths and innovation edge remain clear. Fidelity China Special Situations PLC portfolio manager Dale Nicholls shares his outlook...

Fidelity International 15th Dec 2025

Article-Buildings-FED-01-smll2024 Market Updates

US interest rate update: Fed rift widens

The Federal Reserve cut US interest rates by 25 basis points to a range of 3.5% to 3.75%, taking the federal funds rate to its lowest level since for three years.

Adviser-Hub 15th Dec 2025

Partner Zone

Exploiting anticipated volatility in global equities

Dmitry Solomakhin, portfolio manager of the FAST - Global Fund, discusses his current thoughts on global equity markets and outlines some of the hallmarks of long and short positions held in this s...

Fidelity International 15th Dec 2025

Partner Zone

Why Europe still offers attractive opportunities in 2026

Fidelity European Fund and Fidelity European Trust portfolio managers Sam Morse and Marcel Stötzel explain why they see continued opportunity in Europe in 2026.

Fidelity International 15th Dec 2025

Article-Chart-03-smll2024 Analysis & Opinion

The Week: Man versus machine: machine wins, for now

Active funds have had a difficult decade, but the reasons for their weakness are clear.

Adviser-Hub 11th Dec 2025

fil_spread111225as Analysis & Opinion

Market view: Spreads are tight – time to go short dated

Fidelity explains why short-dated high-quality corporate bonds remain a compelling choice for investors seeking income without taking on unnecessary risk.

Fidelity International 11th Dec 2025

nineo_seven111225as Analysis & Opinion

The Secret Seven: undervalued firms at the heart of AI infrastructure

The “Secret Seven” may represent one of the most overlooked opportunities in global equities. Ninety One tells us more.  

Ninety One 11th Dec 2025

Article-Technology-03-smll2024 Market Updates

Global updates: Tech pullback

Despite continuing concerns over an increasingly frothy US technology sector, the Dow Jones Industrial Average Index (DJIA) breached 48,000 points during November for the first time.

Adviser-Hub 10th Dec 2025

Article-DowningStreet-01-smll2024 Market Updates

UK market review: Budget dominates in November 

November proved to be a month of two halves for the UK: first, the run-up to the Budget, and then the fallout from the Budget.

Adviser-Hub 10th Dec 2025

Article-Global-04-smll2024 Market Updates

Market briefings looking back at November

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

Adviser-Hub 10th Dec 2025

Article-Puzzle-01-smll2024 Business Toolkit

Don’t let sequencing risk derail your clients’ retirement

Fidelity’s Paul Squirrell explores practical ways to mitigate sequencing risk without sacrificing growth potential.

Fidelity Adviser Solutions 9th Dec 2025

abrdn_celeb091225 Analysis & Opinion

Celebrating five years of MyFolio Enhanced ESG

Can sustainability and performance go hand-in-hand in risk-targeted investing?

Aberdeen Investments 9th Dec 2025

nineo_seven091225 Partner Zone

The Secret Seven: undervalued firms at the heart of AI infrastructure

The “Secret Seven” may represent one of the most overlooked opportunities in global equities. Ninety One tells us more.

Ninety One 9th Dec 2025

nione_overlked091225 Partner Zone

The overlooked frontier

Amid the global AI buildout, emerging markets credit is quietly powering the infrastructure behind the revolution – offering investors yield with purpose and access to the engines of AI growt...

Ninety One 9th Dec 2025

nione_pic091225 Partner Zone

Picture this: AI issuance is the big issue in credit

While runaway valuations – driven by a handful of tech companies – are the main focus in equities, an uptick in tech-sector issuance is the big issue in credit markets, says Ninety One....

Ninety One 9th Dec 2025

nione_emg091225 Partner Zone

Hidden GEMs: emerging markets are poised to reshape the investment landscape

Under-owned but now firmly on global investors’ radars, emerging markets are set to play a bigger role in portfolios, says Ninety One.

Ninety One 9th Dec 2025

Article-Direction-05-smll2024 Analysis & Opinion

The Week: No workarounds for cash ISA rules

Investors hoping they could dodge the new cash ISA limits may be disappointed.

Adviser-Hub 4th Dec 2025

abrdn_hsview041225 Analysis & Opinion

Market view: House view: equities, bonds and infrastructure lead the way

Emerging market equities, government bonds and infrastructure are some of Aberdeen’s preferred strategies as global growth steadies and new investment themes emerge.

Aberdeen Investments 4th Dec 2025

hub-exclusives-banner-alternatives-3 Analysis & Opinion

MyFolio: Sophistication Delivered Simply

MyFolio is a risk-targeted range offering passive, hybrid, and fully active solutions across five risk levels. 

Aberdeen Investments 3rd Dec 2025

UPFRONT _EP13smallimg Partner Zone

Upfront: small caps, bubbles and tech giants

Investment specialist Bill Chater outlines Global Discovery’s search for the world’s best small caps, while intermediary client manager Megan Rooney gives her take on AI bubble headline...

Baillie Gifford 2nd Dec 2025

cpg_jpan021225 Partner Zone

Ten talking points on Japan for 2026 and beyond

The election of Japan’s first female prime minister promises to bring greater dynamism to society. All eyes are now on Sanae Takaichi’s focus on more expansionary fiscal and monetary po...

Capital Group 2nd Dec 2025

bg_private021225 Podcast

Baillie Gifford | Private companies: from Anthropic to Zetwerk – and other new investments

Why Baillie Gifford invested in the AI lab and supply chain specialist, among other companies operating in private markets.

Baillie Gifford 2nd Dec 2025

fil_us021225 Podcast

Fidelity International | Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?

Portfolio managers Fred Sykes and Tom Record look for the money left in the AI boom and places to hide if it goes wrong.

Fidelity International 2nd Dec 2025

cpg_podcastimga Podcast

Capital Group | Private markets and macro outlook

Capital Group portfolio manager John Queen and KKR’s chief investment strategist for global wealth Paula Campbell Roberts offer their views on the US macroeconomic outlook, including the heal...

Capital Group 2nd Dec 2025

cpg_analystvw030425 Podcast

Capital Group | European industrials – innovation and tariff resilience explained

Capital Group’s Sebastian Siersted outlines why he feels European industrials businesses have an innovation headstart on peers around the world and are well insulated against any future tarif...

Capital Group 2nd Dec 2025

cpg_podcastimga Podcast

Capital Group | How GE Aerospace CEO Larry Culp turns problems into progress

Larry Culp, Chairman and CEO of GE Aerospace, shares how a leadership approach rooted in humility and respect helped guide the company through transformation and build a culture focused on continuo...

Capital Group 2nd Dec 2025

Partner Zone

Examining the AI bond rush

US Investment Grade portfolio managers Daniel Ushakov and Rick Patel argue that the AI capex super cycle is masking what is really going on under the surface in the real economy.

Fidelity International 1st Dec 2025

Partner Zone

Harnessing China’s long-term growth potential

Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, dives into the shifts reshaping China’s equity landscape, revealing how market dislocations and on-the-ground resear...

Fidelity International 1st Dec 2025

Partner Zone

Inflationary pressures build amid ongoing tariff uncertainty

With the resolution of the longest government shutdown in US history and renewed White House promises of tariff-funded fiscal stimulus, Fidelity’s Mike Riddell assesses the evolving macroecon...

Fidelity International 1st Dec 2025

Partner Zone

Unlocking alpha: navigating US equities with research-powered investment strategies

US economic growth continues to surprise on the upside, supported by resilient consumption and expansive fiscal policy, even as policy rates have remained relatively restrictive. However, this sang...

Fidelity International 1st Dec 2025

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

The Financial Services Compensation Scheme (FSCS)

The Financial Services Compensation Scheme (FSCS) covers all companies regulated by the Financial Conduct Authority (FCA) and the Prudential Regulatory Authority (PRA), including banks, building so...

Adviser-Hub 1st Dec 2025

Partner Zone

The three megatrends driving the next commodities supercycle

Portfolio managers James Richards and Oliver Hextall explain how three powerful megatrends of energy transition, digitalisation, and urbanisation are boosting demand for commodities and underpinnin...

Fidelity International 1st Dec 2025

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