articles from Adviser-Hub

Adviser-Hub articles

Analysis & Opinion

The Week: Safety-first has been a disaster

Risk aversion has been a bad strategy for investors, but they need to be cautious about reversing it now.

Adviser-Hub 10th Sep 2026

Partner Zone

Welcome Back, Balanced Portfolio

Balanced portfolios are back: Higher bond yields are restoring fixed income’s role as both a potential source of income and a powerful diversifier.

PIMCO 10th Sep 2026

Partner Zone

How a K-Shaped Economy Affects Opportunities in Asset Based Finance

With resilience concentrated among wealthier households, investors should prioritize quality and structure across consumer-linked ABF investments.

PIMCO 10th Sep 2026

Partner Zone

How to Stop Chasing Headlines and Build More Resilient Portfolios

In this episode of Fixing Your Interest, Marc Seidner, PIMCO's CIO of Non-Traditional Strategies, joins Tina Adatia to discuss the forces shaping markets today, from geopolitical uncertainty an...

PIMCO 10th Sep 2026

Partner Zone

Where Income Meets Resilience

Higher starting yields are creating opportunities across global fixed income. Group CIO Dan Ivascyn explains why quality, liquidity, and global diversification can be key to building portfolio resi...

PIMCO 10th Sep 2026

Partner Zone

Income Strategy Update: Where Income Meets Resilience

Group CIO Dan Ivascyn explains why resilience, quality, and global diversification matter more than reaching for risk amid geopolitical conflict, credit stress, and the AI boom.

PIMCO 10th Sep 2026

Partner Zone

Emerging markets: enough is not enough

Baillie Gifford’s Mike Gush explains why emerging markets’ growing role in global growth, manufacturing and innovation, means investors may need to rethink their allocations. Capital at...

Baillie Gifford 10th Sep 2026

Market Updates

Global updates: Global bond selloff

Global bond yields surged during August, fuelled by concerns over inflation, government indebtedness, and AI spending.

Adviser-Hub 9th Sep 2026

Market Updates

Market briefings looking back at August

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

Adviser-Hub 9th Sep 2026

Market Updates

UK market updates: Gilt yields surge

The FTSE 100 Index underperformed many of its major global counterparts during August. The blue-chip index’s performance was dampened partly by weakness in commodity-related and banking secto...

Adviser-Hub 9th Sep 2026

Podcast

Capital Group | NFL Colts quarterback Daniel Jones on quiet leadership

Daniel Jones shares with Capital Group why authenticity, consistency, and earning trust every day have shaped both his career and his approach to leading others.

Capital Group 8th Sep 2026

Partner Zone

What higher interest rates could mean for stocks and bonds

Bonds have been anything but boring this summer. Capital Group explores whether recent volatility signals a looming crisis or a broader shift to a world of higher interest rates.

Capital Group 8th Sep 2026

Podcast

Baillie Gifford | The new shape of European growth

Polish fashion, Greek banks, German cookers: discover why Baillie Gifford’s European portfolios now hold a broader range of companies.

Baillie Gifford 8th Sep 2026

Podcast

Capital Group | Market leadership: US vs international stocks

Capital Group portfolio managers Lisa Thompson and Diana Wagner discuss the merits of US, international and emerging markets stocks. So far this year, emerging markets are winning, but can that con...

Capital Group 8th Sep 2026

Analysis & Opinion

Market view: Riding the next wave of US earnings growth

Stephen DuFour, portfolio manager of the FF2 - Focused Stock Fund, reviews the shifting dynamics in the US equity market and reveals three areas that offer particularly compelling opportunities in...

Fidelity International 4th Sep 2026

Analysis & Opinion

Listed alternatives: finding new sources of income and diversification

Aberdeen explores what to do when traditional portfolio construction is becoming more challenging.

Aberdeen Investments 4th Sep 2026

Analysis & Opinion

Verdant/PHESI: pioneering wind power and storage project in the Philippines

Ninety One portfolio manager Matt Christ describes a private credit deal that taps into two major themes: the transition to low-carbon economies and infrastructure growth in emerging markets.

Ninety One 4th Sep 2026

Analysis & Opinion

Systemic stewardship: engaging sovereigns and other influential stakeholders

Fidelity explores how investors can widen their impact with systemic stewardship.

Fidelity International 4th Sep 2026

Analysis & Opinion

Infrastructure: can roads ever be sustainable?

Can road infrastructure support sustainability goals? It depends on how it's managed, says Aberdeen.

Aberdeen Investments 4th Sep 2026

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 4th Sep 2026

Analysis & Opinion

The Week: Calming the bond market

The US administration appears on a collision course with the bond markets as it fails to understand the problem.

Adviser-Hub 3rd Sep 2026

Partner Zone

EM still in its multi-year ascent

It has been another strong year for EM equities, but Ninety One’s Archie Hart and Varun Laijawalla explain the key reasons why they remain positive regarding the outlook.

Ninety One 3rd Sep 2026

Partner Zone

Beyond the one-way trade

For years, capital has gravitated to the US – but, as the world tilts on its axis, Ninety One believes the investment map is beginning to redraw itself.

Ninety One 3rd Sep 2026

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 2nd Sep 2026

Partner Zone

Why the investment case for China is strengthening

Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, outlines why he believes the outlook for Chinese equities has become increasingly compelling.

Fidelity International 2nd Sep 2026

Partner Zone

Energy price transmission is muted, but inflation risks remain

Mike Riddell, Portfolio Manager of the Fidelity Strategic Bond Fund, discusses the key drivers shaping rates markets, and where he sees the risks and opportunities for bond investors.

Fidelity International 2nd Sep 2026

Partner Zone

The Witt: When headlines move markets, doing nothing can be the hardest trade

Decisions in uncertainty: how do you know which headlines deserve a response?

Aberdeen Investments 1st Sep 2026

Partner Zone

The Witt: In praise of boring

Quantitative Investment Director Ross Olusanya says the most underrated edge in investing is consistency, not brilliance. Find out why.

Aberdeen Investments 1st Sep 2026

Business Toolkit

Tax and trusts technical training

Tax and trusts remain fundamental to effective financial planning. Whether you're preparing for the AF1 exam or looking to refresh your technical knowledge, Fidelity Adviser Solutions’ tr...

Fidelity Adviser Solutions 1st Sep 2026

Partner Zone

Aberdeen: The case for finding the middle ground in bonds

Bond investors face a familiar trade-off: safety or income. But is there a middle ground?

Aberdeen Investments 1st Sep 2026

Partner Zone

Aberdeen Investments: The Investment Outlook (Q3 2026) – Introduction

Are portfolios prepared? CIO Peter Branner explains why politics and markets are colliding.

Aberdeen Investments 1st Sep 2026

Analysis & Opinion

The Week: More pre-budget chaos as Burnham hints at tax rises

Can Burnham avoid a re-run of last year’s pre-Budget mayhem? The signs aren’t good.

Adviser-Hub 27th Aug 2026

Analysis & Opinion

Energy price transmission is muted, but inflation risks remain

Mike Riddell, Portfolio Manager of the Fidelity Strategic Bond Fund, discusses the key drivers shaping rates markets, and where he sees the risks and opportunities for bond investors.

Fidelity International 27th Aug 2026

Analysis & Opinion

Multi-Asset: diversification beyond asset class labels

Aberdeen Investments believes that looking beyond labels can help investors build portfolios that are less dependent on any one market or economic outcome.

Aberdeen Investments 27th Aug 2026

Analysis & Opinion

Market view: EM still in its multi-year ascent

It has been another strong year for EM equities, but Ninety One’s Archie Hart and Varun Laijawalla explain the key reasons why they remain positive regarding the outlook.

Ninety One 27th Aug 2026

Analysis & Opinion

Played with precision: active ETFs with substance

The launch of Allianz Global Investors’ active exchange-traded fund (ETF) platform in Europe gives investors a new way to access their equity and fixed income capabilities.

Allianz Global Investors 27th Aug 2026

Partner Zone

US vs China: who’s winning the AI race?

Capital Group explains why today’s AI race between the US and China may be the latest example of rivalry acting as a catalyst for innovation.

Capital Group 25th Aug 2026

Podcast

Ninety One | A prolonged El Niño could complicate the path back to lower inflation

Overlapping pressures across agriculture, fertiliser and energy markets could create fresh inflationary risks this year, with wide-ranging implications for commodity markets, monetary policy and em...

Ninety One 25th Aug 2026

Podcast

Capital Group | Investing through the AI transition

Capital Group’s Brady Enright invested through the dot-com era and is now navigating another period of transformational change driven by AI. His view: while technology evolves, the fundamenta...

Capital Group 25th Aug 2026

Podcast

Capital Group | The next wave of defence spending

Capital Group equity analysts Zach Alexander and Caroline Janin discuss their outlook for the US$2.7 trillion defence industry and offer their views on the investment implications.

Capital Group 25th Aug 2026

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 24th Aug 2026

Analysis & Opinion

The Week: Febrile fixed income

It has been a tough environment for fixed income managers since the start of the year.

Adviser-Hub 20th Aug 2026

Analysis & Opinion

From disruption to resilience, the new supply-chain investment story

Supply chains are under pressure. But where could the next opportunities emerge? Aberdeen Investments takes a look

Aberdeen Investments 20th Aug 2026

Analysis & Opinion

The defensive power of equity income

With geopolitical uncertainty elevated and global equity markets concentrated around technology and AI, Fidelity explains why equity income can play a valuable defensive role in investor portfolios...

Fidelity International 20th Aug 2026

Analysis & Opinion

The market’s short memory

AI has transformed memory demand, but Micron’s history shows scarcity can fade fast, says Baillie Gifford.

Baillie Gifford 20th Aug 2026

Partner Zone

Multi Asset Strategy Quarterly – July 2026

Ninety One's multi-asset growth team provides insights into the macroeconomic environment that informs their investment outlook for the coming quarter.

Ninety One 18th Aug 2026

Partner Zone

The Witt: Sustainable finance: measurement without mechanism

What changed my mind: sustainable finance must connect principle with price.

Aberdeen Investments 17th Aug 2026

Business Toolkit

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

Fidelity Adviser Solutions’ Paul Squirrell explores the practical planning considerations, potential pitfalls and what advisers should do if a client dies with outdated instructions.

Fidelity Adviser Solutions 17th Aug 2026

Partner Zone

The case for European equities

European equities have delivered strong returns, but the next phase is likely to be driven less by rising valuations and more by company fundamentals. Fidelity explains why.

Fidelity International 17th Aug 2026

Partner Zone

Looking beyond market fashions in Asian small caps

Nitin Bajaj, portfolio manager of Fidelity Asian Values PLC, explains why he remains committed to a disciplined value approach and where he continues to find compelling long-term opportunities.

Fidelity International 17th Aug 2026

Partner Zone

Concentration is today’s real risk, not AI in itself

AI may dominate headlines, but is it the biggest risk facing investors? Fidelity’s Chris Forgan and Caroline Shaw explore why increasing market concentration could be the greater challenge fo...

Fidelity International 17th Aug 2026

Partner Zone

Why now for active fixed income ETFs?

Against a backdrop of ongoing macroeconomic uncertainty and heightened geopolitical tensions, Fidelity’s active Fixed Income ETF team examines why investors are increasingly turning to active...

Fidelity International 17th Aug 2026

Partner Zone

The defensive power of equity income

Fidelity International 17th Aug 2026

VIDEO

Fidelity International | Market Minutes: Market Breadth

Fidelity's Multi Asset team break down what’s driving markets, how positioning is evolving, and what they’re watching next. This update looks at why we've increased exposure to...

Fidelity International 14th Aug 2026

Analysis & Opinion

The Week: Inflation data: no reassurance for US treasuries

Still-high inflation will do nothing to bring down the US’s increasingly high bond yields.

Adviser-Hub 13th Aug 2026

Analysis & Opinion

Scottish Mortgage: Invest in Progress

Scottish Mortgage Investment Trust is a liquid, low-cost portfolio aiming to invest in the world’s most exceptional public and private growth companies for the long term. Find out about the f...

Baillie Gifford 13th Aug 2026

Partner Zone

Vibes versus reality - household perceptions have broken reality

US consumer sentiment is at lows normally reserved for times of severe recession. Regardless of whether household perceptions have broken from reality, or macro data are failing to capture a wide s...

Aberdeen Investments 12th Aug 2026

Partner Zone

UK real estate market outlook – what next?

Uncertainty weighs on investment activity as income leads returns and defensive sectors remain favoured.

Aberdeen Investments 12th Aug 2026

Partner Zone

The AI boom is coming

How the artificial intelligence equity story is now a bond story too.

Aberdeen Investments 12th Aug 2026

Partner Zone

Judgement matters when ESG ratings clash

ESG ratings are useful inputs, but conviction requires active judgement.

Aberdeen Investments 12th Aug 2026

Analysis & Opinion

ETFs: The Basics

ETFs have become an increasingly popular way for investors to access a broad range of markets and investment opportunities. But what exactly is an ETF, how do they work, and what should investors c...

Adviser-Hub 12th Aug 2026

Partner Zone

Four market insights Capital Group shared with US Congress

When US lawmakers invited Capital Group Vice Chair Jody Jonsson to share her perspective on aligning public policy with shifting market conditions, she welcomed the chance.

Capital Group 11th Aug 2026

Partner Zone

Opportunities in global equities

As market leadership broadens beyond the US, Capital Group portfolio managers Lisa Thompson and Diana Wagner discuss investment opportunities emerging across global equities.

Capital Group 11th Aug 2026

Partner Zone

AI in Europe: implications for productivity

The lesson from past technological revolutions is that the ultimate prize – stronger productivity growth – will depend less on where the technology is developed than on how effectively...

Capital Group 11th Aug 2026

Partner Zone

Emerging markets debt in a multipolar world

Emerging markets debt continues to offer income and diversification potential, but portfolio construction is becoming increasingly important.

Capital Group 11th Aug 2026

Podcast

Baillie Gifford | SpaceX: past, present, future – and finding the next world-changers

What made Baillie Gifford invest in 2018, why its growth hinges on Starship, and what other industry is ripe for disruption?

Baillie Gifford 11th Aug 2026

Podcast

Fidelity International | Fidelity Answers: what kind of fixed income can protect my portfolio when inflation is rising?

With inflation expectations soaring, and fixed income yields rising with them, what safe havens does the bond market offer for capital in an environment of higher prices and geopolitical shocks?&nb...

Fidelity International 11th Aug 2026

Podcast

Capital Group | Who you become when you invest

For Greg Miliotes, portfolio manager and Investment Group Oversight Chair, becoming an investor isn’t about what you’ll learn in a book or copying someone else’s style. It’s...

Capital Group 11th Aug 2026

Partner Zone

Why nature finance is becoming investable

Aberdeen explores this growing theme as its emerging market SDG corporate bond strategy turns five.

Aberdeen Investments 11th Aug 2026

Market Updates

Global updates: Inflation concerns persist

Hopes that the US and Iran would agree terms over a ceasefire drove the price of a barrel of Brent Crude oil below its pre-war level early in July. However, relations between the two sides qui...

Adviser-Hub 7th Aug 2026

Market Updates

UK market updates: A new economic model?

July saw UK investors navigating a shifting landscape, which domestic political developments, doubts about the long-term strength of the AI boom, and renewed tensions in the Middle East all compete...

Adviser-Hub 7th Aug 2026

Market Updates

Market briefings looking back at July

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

Adviser-Hub 7th Aug 2026

Analysis & Opinion

SpaceX: past, present, future – and finding the next world-changers

What made Baillie Gifford invest in 2018, why its growth hinges on Starship, and what other industry is ripe for disruption?

Baillie Gifford 7th Aug 2026

Analysis & Opinion

Digital resilience in the era of AI

As digital technologies become more embedded in the global economy, their resilience is becoming a critical investment issue. Allianz Global Investors sees digital resilience as a shaper of long-te...

Allianz Global Investors 7th Aug 2026

Analysis & Opinion

Multi Asset Strategy Quarterly – July 2026

Ninety One's multi-asset growth team provides insights into the macroeconomic environment that informs their investment outlook for the coming quarter.

Ninety One 7th Aug 2026

Analysis & Opinion

AI in Europe: implications for productivity

The lesson from past technological revolutions is that the ultimate prize – stronger productivity growth – will depend less on where the technology is developed than on how effectively...

Capital Group 7th Aug 2026

Analysis & Opinion

The Week: Can the Burnham bounce extend to stock markets?

It’s been a good month for UK stock markets. Can Andy Burnham take any of the credit?

Adviser-Hub 6th Aug 2026

VIDEO

Aberdeen Investments | The Monthly Macro Outlook Video – July 2026

Watch Aberdeen's Monthly Macro Outlook video, where Lizzy Galbraith explores tensions in the Strait of Hormuz and the fiscal challenges facing the UK's new Prime Minister, Andy Burnham.

Aberdeen Investments 5th Aug 2026

Partner Zone

AI and the return of US equity supply

A shrinking supply of shares has flattered US equity returns for years. Ninety One believes the AI issuance boom is putting that into reverse.

Ninety One 4th Aug 2026

Analysis & Opinion

Transition materials: short-term market moves, long-term opportunities

Fidelity believes the long-term case for transition materials investing remains, supported by energy transition demand, broader geopolitical and industrial drivers, and constrained supply across ke...

Fidelity International 4th Aug 2026

Analysis & Opinion

Why nature finance is becoming investable

Aberdeen explores this growing theme as its emerging market SDG corporate bond strategy turns five.

Aberdeen Investments 4th Aug 2026

Analysis & Opinion

Judgement matters when ESG ratings clash

ESG ratings are useful inputs but, says Aberdeen Investments, conviction requires active judgement.

Aberdeen Investments 4th Aug 2026

VIDEO

Baillie Gifford | Scottish Mortgage Podcast: ASML – The Printing Press of the AI Age

ASML CEO Christophe Fouquet tells Scottish Mortgage manager Lawrence Burns why, without the firm's extreme ultraviolet (EUV) technology, there would be no AI.

Adviser-Hub 3rd Aug 2026

Podcast

Baillie Gifford | Scottish Mortgage Podcast: ASML – The Printing Press of the AI Age

ASML CEO Christophe Fouquet tells Scottish Mortgage manager Lawrence Burns why, without the firm's extreme ultraviolet (EUV) technology, there would be no AI.

Baillie Gifford 3rd Aug 2026

Partner Zone

Scottish Mortgage Podcast: ASML – The Printing Press of the AI Age

ASML CEO Christophe Fouquet tells Scottish Mortgage manager Lawrence Burns why, without the firm's extreme ultraviolet (EUV) technology, there would be no AI.

Baillie Gifford 3rd Aug 2026

Partner Zone

Beyond the numbers: in conversation with Fidelity’s Tom Record

In an environment of abundant data and widely available information, what can investors still learn from meeting companies in person?

Fidelity International 3rd Aug 2026

Partner Zone

Finding quality in emerging markets

Fidelity’s ETF team examine how emerging markets have performed this year, and discuss why now may be the time to combine quality and income in the search for disciplined, research-fuelled al...

Fidelity International 3rd Aug 2026

Partner Zone

Valuation discipline in the age of AI

Alex Wright, Portfolio Manager of Fidelity Special Situations and Special Values, discusses where he continues to find opportunities across the UK market.

Fidelity International 3rd Aug 2026

Partner Zone

The AI trade: adoption is accelerating

Fidelity’s latest Analyst Survey, a visit to Silicon Valley, and research from the multi-asset and macro teams offer signs of ‘where next’ for the AI revolution.

Fidelity International 3rd Aug 2026

Partner Zone

Quality as a source of resilience for small and mid-cap investing

Maroun Younes, Co-Portfolio Manager of Fidelity’s Global Future Leaders strategy, examines the factors driving current market performance, and highlights the role that quality companies can p...

Fidelity International 3rd Aug 2026

Analysis & Opinion

The Week: A volatile week for the technology sector

There have been dramatic sell-offs in the technology sector as investors have started to fret about the durability of AI spending.

Adviser-Hub 30th Jul 2026

Analysis & Opinion

Market view: Finding quality in emerging markets

Fidelity’s ETF team examine how emerging markets have performed this year, and discuss why now may be the time to combine quality and income in the search for disciplined, research-fuelled al...

Fidelity International 30th Jul 2026

VIDEO

Fidelity International | Field Notes: Can a Swiss small cap become a tourism powerhouse?

Sometimes you have to go to the mountain to get the answers you need.

Fidelity International 27th Jul 2026

VIDEO

Baillie Gifford | Scottish Mortgage Portfolio Update Q2 2026

Investment Specialist Chloé Darling-Stewart discusses SpaceX’s landmark IPO, why we sold Tesla after 13 years, and where we see new opportunities as AI reshapes demand for power.

Baillie Gifford 27th Jul 2026

Partner Zone

Scottish Mortgage Portfolio Update Q2 2026

Investment Specialist Chloé Darling-Stewart discusses SpaceX’s landmark IPO, why we sold Tesla after 13 years, and where we see new opportunities as AI reshapes demand for power.

Baillie Gifford 27th Jul 2026

Podcast

Capital Group | Follow the research, not the crowd

After more than 30 years as a fixed income portfolio manager, Capital Group’s David Hoag has learned to trust the experts and not “invent your own wheel.”

Capital Group 27th Jul 2026

Podcast

Capital Group | 2026 midyear outlook

Markets remain resilient despite geopolitical tensions, elevated inflation and policy uncertainty. Capital Group’s Martin Jacobs and Chitrang Purani explore what’s driving markets today...

Capital Group 27th Jul 2026

Partner Zone

Fixed income perspectives

Capital Group’s latest bond markets insights outline current macro and market views from across Capital Group’s extensive fixed income team and offers insights on investors' bond ex...

Capital Group 27th Jul 2026

Partner Zone

Four charts that expose market concentration risk

Capital Group’s charts help put today’s market concentration in perspective and underscore the need for greater diversification.

Capital Group 27th Jul 2026

Partner Zone

Positioning portfolios for the next world order

The most recent transition is showing up in three important ways – Capital Group tells us more.

Capital Group 27th Jul 2026

Analysis & Opinion

The Week: Man versus machine: machine wins again

AJ Bell’s biannual look at active versus passive shows active managers on the back foot.

Adviser-Hub 23rd Jul 2026

Analysis & Opinion

Resilience through diversification: navigating markets when correlations rise

Aberdeen explores why diversification isn’t broken, but evolving – and how a broader, multi-asset approach can help build portfolio resilience, manage volatility and navigate changing m...

Aberdeen Investments 23rd Jul 2026

Analysis & Opinion

Positive Change Q2 investment update

Impact director Edward Whitten gives an update on Baillie Gifford’s Positive Change Strategy covering Q2 2026, and reflects on recent performance, portfolio changes and market developments.

Baillie Gifford 22nd Jul 2026

Analysis & Opinion

European construction: green shoots of growth?

Construction activity in Europe is poised for a gradual recovery. Here, Capital Group lays out three key considerations when investing in European cement and steel industries.

Capital Group 22nd Jul 2026

Partner Zone

Short Date Enhanced Income: a continuing role three years on

Aberdeen celebrates three years of Short Dated Enhanced Income. Explore how this bond solution aims to balance income generation, diversification and risk management.

Aberdeen Investments 22nd Jul 2026

Partner Zone

Powering the future: What’s shaping global infrastructure today?

Aberdeen Investments explain the forces driving infrastructure equity for investors.

Aberdeen Investments 22nd Jul 2026

Partner Zone

Why are UK gilt yields rising in a slowing economy?

Aberdeen explores what inflation, interest rates and fiscal risks could mean for gilt markets, and the implications for investors seeking income and stability.

Aberdeen Investments 22nd Jul 2026

Partner Zone

Private markets: a shift from momentum to selectivity

Private markets are changing fast. As valuation-led returns become less dependable, where are returns coming from now?

Aberdeen Investments 22nd Jul 2026

Partner Zone

Why even the world's best players need a team

Why even the world's best players need a team, the best portfolios are greater than their parts.

Aberdeen Investments 22nd Jul 2026

Partner Zone

European real estate market outlook Q3

What next for European real estate?

Aberdeen Investments 22nd Jul 2026

Partner Zone

The UK equity opportunity: it pays to be selective

The recent surge in M&A activity confirms that the UK market remains attractive, but after a strong run over the past 18 months, Ninety One believes that stock selection has become increasingly...

Ninety One 21st Jul 2026

Podcast

Ninety One | Lessons from Latin America’s elections extend far beyond the ballot

Recent election results point to a political pivot with positive implications for debt markets. Dynamics in this key region are reflective of broader shifts across the maturing EM debt market.

Ninety One 21st Jul 2026

Partner Zone

Lessons from Latin America’s elections extend far beyond the ballot

Recent election results point to a political pivot with positive implications for debt markets. Dynamics in this key region are reflective of broader shifts across the maturing EM debt market.

Ninety One 21st Jul 2026

Partner Zone

US-Iran conflict update: the “messy” part of the “resolution”

Recent days’ escalation over the Strait of Hormuz reinforces Fidelity’s view that a messy resolution is the most likely outcome to the conflict.

Fidelity International 17th Jul 2026

Partner Zone

Beyond the mega caps: broadening the EM investment lens

Emerging market equities are back in the spotlight and, while many of the largest constituents remain attractive, Fidelity believes compelling opportunities can also be found across sectors, market...

Fidelity International 17th Jul 2026

Partner Zone

Inflation from the Gulf conflict is on its way – Analyst Survey

Fidelity International’s analysts reveal which sectors are most exposed to rising costs caused by the ongoing Middle East conflict.

Fidelity International 17th Jul 2026

Partner Zone

A shifting landscape demands a fresh approach to model portfolio management

With higher-for-longer interest rates, geopolitical uncertainty and shifting investor expectations, Fidelity’s Graham Folley examines how model portfoli...

Fidelity International 17th Jul 2026

Partner Zone

Positioning for the next phase of the market

As markets refocus on growth, earnings and AI, Fidelity’s Chris Forgan and Caroline Shaw discuss where they see opportunities and how they are positioning portfolios for the second half of th...

Fidelity International 17th Jul 2026

Partner Zone

Benefits of active gilt investing: alpha to be made

While passive strategies dominate the UK gilt fund sector, Fidelity’s Mike Riddell, Tim Foster and Ravin Seeneevassen explore the headwinds facing passive investors and the range of levers av...

Fidelity International 17th Jul 2026

Partner Zone

Market minutes - Positioning beyond the AI rally

Technology and AI continue to drive markets, but concentration risks are growing. Chris Forgan explains how we're positioning portfolios for a broader market rally.

Fidelity International 16th Jul 2026

Analysis & Opinion

The Week: Hormuz Strait: déjà vu all over again

Tensions in the Middle East have resumed, kicking off a long summer of financial market uncertainty.

Adviser-Hub 16th Jul 2026

Analysis & Opinion

Market view: The UK equity opportunity: it pays to be selective

The recent surge in M&A activity confirms that the UK market remains attractive, but after a strong run over the past 18 months, Ninety One believes that stock selection has become increasingly...

Ninety One 16th Jul 2026

Analysis & Opinion

US-Iran conflict update: the “messy” part of the “resolution”

Recent days’ escalation over the Strait of Hormuz reinforces Fidelity’s view that a messy resolution is the most likely outcome to the conflict.

Fidelity International 16th Jul 2026

VIDEO

Fidelity International | Market minutes - Positioning beyond the AI rally

Technology and AI continue to drive markets, but concentration risks are growing. Chris Forgan explains how we're positioning portfolios for a broader market rally.

Fidelity International 15th Jul 2026

Podcast

Ninety One | The music is still playing. But for how long?

As AI euphoria drives markets to historic concentration levels, Ninety One addresses the question every investor should be considering: how much longer can the music play?

Ninety One 15th Jul 2026

Podcast

Fidelity International | Fidelity Answers: where should I look if I need to play defence?

There is a rotation happening here, but it may not be the one you think.

Fidelity International 15th Jul 2026

Podcast

Capital Group | Balancing act: investing amid the AI boom and the Iran war

Capital Group portfolio manager Paul Benjamin shares his thoughts on maintaining a balanced portfolio at a time when the world seems so unbalanced.

Capital Group 15th Jul 2026

Partner Zone

A unique market moment and the case for active judgement

As this concentration grows amid investor euphoria, Capital Group’s Martin Romo believes the winners of this current period will need to be both bold and humble.

Capital Group 15th Jul 2026

Partner Zone

America at 250 in six charts

At 250, the US economy remains the envy of the world, even as the global system undergoes dramatic changes. Six charts from Capital Group highlight its journey so far – and where it may be he...

Capital Group 15th Jul 2026

Partner Zone

European construction: Green shoots of growth?

Construction activity in Europe is poised for a gradual recovery. Here, Capital Group lays out three key considerations when investing in European cement and steel industries.

Capital Group 15th Jul 2026

Partner Zone

What does Andy Burnham's rise mean for the UK economy?

Aberdeen discusses what Manchesterism means in practice, whether devolution is a credible growth strategy and how a Burnham government might navigate financial markets.

Aberdeen Investments 14th Jul 2026

Partner Zone

The music is still playing. But for how long?

As AI euphoria drives markets to historic concentration levels, Ninety One addresses the question every investor should be considering: how much longer can the music play?

Ninety One 14th Jul 2026

Business Toolkit

Why the 4% rule shouldn’t be ‘the tail that wags the dog’

Rethinking retirement income strategies is more important than ever. Fidelity Adviser Solutions’ Paul Squirrell challenges the longstanding “4% rule”, exploring why a rigid w...

Fidelity Adviser Solutions 14th Jul 2026

Analysis & Opinion

The AI paradox: from carbon cost to climate dividend?

AI is energy-intensive, but it could also, over time, lower emissions by making energy systems more efficient. Baillie Gifford explains.

Baillie Gifford 10th Jul 2026

Analysis & Opinion

Energy systems in transition

Baillie Gifford believes that climate adaptation and corporate readiness offer lasting competitive advantages for portfolios.

Baillie Gifford 10th Jul 2026

Analysis & Opinion

Why a just energy transition requires an all-systems approach

Using South Africa as a live example, Ninety One’s paper explores why credible transition outcomes depend on the alignment of policy, infrastructure, capital and communities, and the role inv...

Ninety One 10th Jul 2026

Analysis & Opinion

Resilience: the next phase of climate strategy

Aberdeen explains why active investors should focus on climate resilience.

Aberdeen Investments 10th Jul 2026

Analysis & Opinion

Sustainable investing: why holdings matter more than screens

Moving beyond exclusions to understand real portfolio drivers.

Aberdeen Investments 10th Jul 2026

Analysis & Opinion

Climate realism: why infrastructure investing needs a policy lens

Aberdeen presents a more realistic view of how investors can support decarbonisation.

Aberdeen Investments 10th Jul 2026

Analysis & Opinion

The Week: Bond and oil markets diverge

Bond and oil markets diverge on an end to the ceasefire.

Adviser-Hub 9th Jul 2026

VIDEO

Aberdeen Investments | Powering the future: What’s shaping global infrastructure today?

Aberdeen Investments explain the forces driving infrastructure equity for investors.

Aberdeen Investments 9th Jul 2026

Analysis & Opinion

What is tokenisation?

Baillie Gifford explains how tokenisation could simplify ownership records and speed up financial systems.

Baillie Gifford 9th Jul 2026

Analysis & Opinion

Private markets: a shift from momentum to selectivity

Private markets are changing fast. As valuation-led returns become less dependable, Aberdeen asks: where are returns coming from now?

Aberdeen Investments 9th Jul 2026

Market Updates

Global updates: Rising rates and shifting risks

The US and Iran finally agreed a ceasefire in June, allowing the Strait of Hormuz to reopen, and the oil price subsided to pre-war levels.

Adviser-Hub 9th Jul 2026

Market Updates

UK market updates: Fresh political upheaval for the UK

Iran and the US reached a deal during June that allowed the Strait of Hormuz to reopen to commercial shipping. Following the announcement, the price of Brent crude oil fell to US$72.92 per barrel b...

Adviser-Hub 9th Jul 2026

Market Updates

Market briefings looking back at June

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

Adviser-Hub 9th Jul 2026

Partner Zone

Rethinking value investing

A low multiple is not necessarily a sign of value. Ninety One believes genuine value arises when there is a gap between the market value of a company and its true intrinsic worth.

Ninety One 8th Jul 2026

Partner Zone

The US$1.75 trillion question: an IPO that could change everything

With Anthropic and OpenAI now both filing confidentially for their own listings, Ninety One analyst Anton du Plooy considers what a wave of trillion-dollar AI debuts means for markets and investors...

Ninety One 8th Jul 2026

VIDEO

Baillie Gifford | Scottish Mortgage Podcast: In Conversation with Gopuff’s Co-Founder

From late-night convenience to everyday essentials, Gopuff is rethinking how people shop. Scottish Mortgage has backed Gopuff since 2021 – and in the latest episode of Invest in Progress, co-...

Baillie Gifford 7th Jul 2026

VIDEO

Baillie Gifford | Scottish Mortgage Manager Insights: Lawrence Burns

Lawrence Burns reflects on the past 12 months and what the agentic era of AI could mean for growth investors. Capital at risk.

Baillie Gifford 7th Jul 2026

VIDEO

Baillie Gifford | Scottish Mortgage Manager Insights: Tom Slater

From AI infrastructure and space-based connectivity to digital finance, Tom Slater reflects on a year defined by disruption and opportunity. Capital at risk.

Baillie Gifford 7th Jul 2026

Partner Zone

Scottish Mortgage Podcast: In Conversation with Gopuff’s Co-Founder

From late-night convenience to everyday essentials, Gopuff is rethinking how people shop. Scottish Mortgage has backed Gopuff since 2021 – and in the latest episode of Invest in Progress, co-...

Baillie Gifford 7th Jul 2026

Partner Zone

Scottish Mortgage Manager Insights: Lawrence Burns

Lawrence Burns reflects on the past 12 months and what the agentic era of AI could mean for growth investors. Capital at risk.

Baillie Gifford 7th Jul 2026

Partner Zone

Scottish Mortgage Manager Insights: Tom Slater

From AI infrastructure and space-based connectivity to digital finance, Tom Slater reflects on a year defined by disruption and opportunity. Capital at risk.

Baillie Gifford 7th Jul 2026

VIDEO

Baillie Gifford | Mega-caps, ecommerce and SAINTS

In this episode of Upfront, James Budden and James Dow discuss recent developments in Baillie Gifford's investment trusts, the case for active investing in concentrated markets, and Sea Limited...

Baillie Gifford 3rd Jul 2026

Partner Zone

Mega-caps, ecommerce and SAINTS

In this episode of Upfront, James Budden and James Dow discuss recent developments in Baillie Gifford's investment trusts, the case for active investing in concentrated markets, and Sea Limited...

Baillie Gifford 3rd Jul 2026

Partner Zone

Why now is the time to revisit the case for US smaller companies

With valuations at historical lows and several fundamental factors creating a more supportive environment for US small-caps, Fidelity believes now could be an opportune time to revisit the case for...

Fidelity International 3rd Jul 2026

Partner Zone

Rethinking income in changing markets

Fidelity addresses five common misconceptions about income – and discusses how an active approach can deliver for income-seeking investors across equities, credit and multi-asset.

Fidelity International 3rd Jul 2026

Partner Zone

Capturing Asia's structural winners through market cycles

Fidelity’s Teera Chanpongsang outlines why a long-term mindset continues to identify high-quality businesses with durable earnings profiles that are well positioned to deliver attractive retu...

Fidelity International 3rd Jul 2026

Partner Zone

Value investing: a persistent source of alpha

Fidelity’s investment experts delve into value investing and discuss Fidelity’s belief that research, intrinsic value, and long-term thinking can create opportunity in equity markets.

Fidelity International 3rd Jul 2026

Partner Zone

Closing the global “small-cap gap”

Fidelity’s Shah Badkoubei discusses why addressing the “small-cap gap” could improve diversification, resilience, and long term return potential in evolving markets.

Fidelity International 3rd Jul 2026

Partner Zone

Three themes for the second half of 2026

Fidelity believes the remainder of 2026 is likely to be shaped by the interaction between inflation, policy, and geopolitics, an improving backdrop for selective emerging markets, and the continued...

Fidelity International 3rd Jul 2026

Analysis & Opinion

The Week: Are emerging markets really diversifying?

Emerging markets are losing their status as a diversifier, as they go all-in for AI.

Adviser-Hub 2nd Jul 2026

Analysis & Opinion

2026 midyear investment outlook

Capital Group’s latest Outlook report offers actionable insights into global markets.

Capital Group 2nd Jul 2026

Analysis & Opinion

Rethinking value investing

A low multiple is not necessarily a sign of value. Ninety One believes genuine value arises when there is a gap between the market value of a company and its true intrinsic worth.

Capital Group 2nd Jul 2026

Podcast

Capital Group | A hunting dog mindset to investing

For Capital Group’s Harold La, it’s not about predicting the future, it’s about putting yourself in a position to see change early, build conviction and stay with it over time.

Capital Group 30th Jun 2026

Partner Zone

Market Minutes: Rebalancing for resilience

Fidelity explores the SpaceX IPO and continued strength in the AI theme, while highlighting rising concentration risks and the case for broader exposure to enhance portfolio resilience.

Fidelity International 30th Jun 2026

Partner Zone

Rethinking multi-asset investing

Aberdeen’s MyFolio approach to risk, diversification and long-term outcomes.

Aberdeen Investments 30th Jun 2026

Partner Zone

2026 midyear investment outlook

Capital Group’s latest Outlook report offers actionable insights into global markets.

Capital Group 30th Jun 2026

Partner Zone

Four forces shaping credit markets

Capital Group has have identified four key forces shaping credit markets in the near term: energy and geopolitics, fragile global growth, AI, and rate volatility driven by central bank divergence.<...

Capital Group 30th Jun 2026

Partner Zone

Bond outlook: strong yields offer upside as risks linger

Capital Group’s Chitrang Purani, Damien McCann, and Timothy Ng assess the outlook for bond markets.

Capital Group 30th Jun 2026

Partner Zone

Stock market outlook: 3 themes for the second half of 2026

Three equity market themes that Capital Group is focusing on for the remainder of the year and beyond.

Capital Group 30th Jun 2026

Partner Zone

Growth hinges on Iran war, AI rollout

Global economic growth is coming under pressure due to the Iran war, rising oil prices and ongoing trade disputes, but one powerful engine is more than making up for it: AI-related investment spend...

Capital Group 30th Jun 2026

Partner Zone

A wider pitch: lessons from the largest football World Cup in history

A 48-team World Cup gives more nations a seat at the table – but not on equal terms. Capital Group believes the same is true in markets.

Capital Group 30th Jun 2026

Podcast

Ninety One | The bull case for emerging markets just got stronger

As global investors reassess their allocations, Ninety One sees emerging markets entering the second half of the year from a position of genuine strength.

Ninety One 30th Jun 2026

Podcast

Baillie Gifford | Tokenisation: a better way to own what you own

Baillie Gifford considers why the blockchain-based technology represents an “operation system upgrade” for the investment industry.

Baillie Gifford 30th Jun 2026

Podcast

Fidelity International | The Investor’s Guide to Asia: the ‘haves’ and ‘have-nots’

Fidelity’s George Efstathopoulos and Terrence Pang discuss how energy security and the AI capex cycle are reshaping Asia into a more fragmented investment landscape.

Fidelity International 30th Jun 2026

Podcast

Capital Group | Geopolitics and the US midterms

Capital Group political economist Matt Miller and Senior Vice President of Government & Regulatory Affairs Reagan Anderson discuss geopolitical events, including the Iran war and the outlook fo...

Capital Group 30th Jun 2026

Analysis & Opinion

The Week: Energy sector: crisis over?

Share prices for energy companies have fallen on the US/Iran deal, but the energy market is not back to normal.

Adviser-Hub 25th Jun 2026

VIDEO

Aberdeen Investments | Emerging markets: a heritage built through every cycle

Aberdeen’s panel discuss navigating EM volatility through cycles, supply-chain resilience and a diversified, all-cap approach.

Aberdeen Investments 23rd Jun 2026

VIDEO

Aberdeen Investments | Fixed income outlook: finding opportunity in uncertainty

Aberdeen examines the repercussions of recent global events including in the Middle East, with a focus on how these developments are influencing economic growth and inflation, as well as shaping th...

Aberdeen Investments 23rd Jun 2026

Partner Zone

Aberdeen’s 'dream team': a portfolio to compete on the global stage

A look at some of our strategies that are aiming for success.

Aberdeen Investments 23rd Jun 2026

Partner Zone

Multi-asset investing: why the 60/40 debate misses the bigger picture

The benefits of a dynamic, multi-dimensional approach to diversification.

Aberdeen Investments 23rd Jun 2026

Partner Zone

Resilience by design: multi-asset portfolios for volatile markets

A look at the benefits of deliberate, long-term multi-asset portfolio construction.

Aberdeen Investments 23rd Jun 2026

Partner Zone

Climate realism: why infrastructure investing needs a policy lens

A more realistic view of how investors can support decarbonisation.

Aberdeen Investments 23rd Jun 2026

Partner Zone

Global infrastructure: Why a selective approach matters

As the infrastructure universe expands, investors must look beyond broad labels and test whether assets still offer the characteristics that make infrastructure attractive.

Aberdeen Investments 23rd Jun 2026

Business Toolkit

Pension Schemes Bill – what you need to know

With the Pension Schemes Bill now finalised and set to reshape the UK pensions landscape, employers and trustees must turn their focus to implementation.

Fidelity Adviser Solutions 22nd Jun 2026

Partner Zone

Inflation risk: the quiet test of retirement income

Protecting spending power is a key challenge for long-term investors. Steven Hay explores how the Baillie Gifford Monthly Income Fund seeks to provide monthly income while preserving long-term valu...

Baillie Gifford 22nd Jun 2026

Partner Zone

Emerging markets: stay ahead as perceptions shift

Why today’s emerging markets look different - and the opportunities that creates.

Aberdeen Investments 19th Jun 2026

Partner Zone

Why income investing in emerging markets in 2026?

Most often associated with growth investing, a new look at how emerging markets represent a uniquely appealing income universe for today’s active investors with a total return mindset. <...

Aberdeen Investments 19th Jun 2026

Partner Zone

The top emerging markets opportunities to watch right now

Read our Q&A with Matt Williams to discover our emerging markets income equity positioning.

Aberdeen Investments 19th Jun 2026

Partner Zone

May 2026 EMD review and outlook: resilience amid shifting geopolitics

Our monthly summary of emerging market debt developments and the outlook.

Aberdeen Investments 19th Jun 2026

Partner Zone

Where do interest rates go if growth weakens but inflation increases?

Rising interest rates are back, but why? What does this mean for inflation, growth and equities?

Aberdeen Investments 19th Jun 2026

Partner Zone

Why sovereignty is reshaping investing in a fragmented world

Geopolitics is shifting from uncertainty to sovereignty. How do control, power and strategy now shape global markets?

Aberdeen Investments 19th Jun 2026

Partner Zone

SpaceX IPO: priced for the stars – and beyond

Sky-high ambition – but are investors footing the bill?

Aberdeen Investments 19th Jun 2026

Partner Zone

Japan: Authorities push against a strong dollar and oil

The Iran conflict has triggered fresh policy challenges for Japan. The Ministry of Finance has resumed yen intervention but will struggle to reverse depreciation while the Iran conflict remains unr...

Aberdeen Investments 19th Jun 2026

Analysis & Opinion

The Week: Who wins in a resolution to the Iran conflict?

A tentative deal is on the table. Which assets could benefit?

Adviser-Hub 18th Jun 2026

Partner Zone

The Iran conflict and the implications for model portfolios

Prolonged Middle East tensions are reshaping markets. Fidelity explores impacts on energy, inflation, and emerging markets, highlighting resilient opportunities such as Brazil.

Fidelity International 16th Jun 2026

VIDEO

Fidelity International | Market Minutes: Emerging Markets in focus

This update reviews market changes and outlook, Middle East conflict impacts on energy, inflation, growth, and highlights Brazil’s compelling investment opportunity.

Fidelity International 15th Jun 2026

VIDEO

Fidelity International | Market Minutes: Rebalancing for resilience

Fidelity explores the SpaceX IPO and continued strength in the AI theme, while highlighting rising concentration risks and the case for broader exposure to enhance portfolio resilience.

Fidelity International 15th Jun 2026

VIDEO

Baillie Gifford | Chaos, culture and the next great US companies

The American public’s tastes and habits are splintering. How will this affect US growth companies? Baillie Gifford’s Dave Bujnowski explains. Capital at risk.

Baillie Gifford 15th Jun 2026

Partner Zone

Chaos, culture and the next great US companies

The American public’s tastes and habits are splintering. How will this affect US growth companies? Baillie Gifford’s Dave Bujnowski explains. Capital at risk.

Baillie Gifford 15th Jun 2026

Partner Zone

Real-world infrastructure expertise in focus

See Aberdeen's infrastructure investments up close and explore their capabilities.

Aberdeen Investments 12th Jun 2026

Analysis & Opinion

The Week: The Federal Reserve’s dilemma

Donald Trump wants rate cuts – it would be a risky move for the new Fed chair.

Adviser-Hub 11th Jun 2026

Analysis & Opinion

The A-Z of investment

From asset allocation and active investment to volatility and yield, the investment world is full of terminology that can sometimes feel overwhelming. To help simplify some of the key concepts, we&...

Adviser-Hub 11th Jun 2026

Partner Zone

Unlocking value with ETFs

Fidelity dives deeper into why value investing is evolving in today’s market environment and how it can be efficiently and effectively integrated into portfolio construction.

Fidelity International 11th Jun 2026

Partner Zone

Does a concentrated US demand a selective view?

Fidelity believes a more active approach to US equity investment could be needed.

Fidelity International 11th Jun 2026

Partner Zone

Seeking durable income amid uncertainty

James Durance, portfolio manager of Fidelity’s Global Income & Global Short Duration Income strategies, discusses how he is navigating an increasingly uncertain backdrop.

Fidelity International 11th Jun 2026

Partner Zone

From AI experimentation to enterprise implementation

The focus is shifting from experimentation to the implementation of AI by enterprises – and its potential for disruption and value creation across industries. Fidelity equity research analyst...

Fidelity International 11th Jun 2026

Partner Zone

Europe will be central to the next wave of AI winners

Marcel Stötzel, Portfolio Manager of the Fidelity European Fund and Fidelity European Trust, explains why Europe could prove to be one of the most overlooked AI exposures in global equities.

Fidelity International 11th Jun 2026

Analysis & Opinion

Decent work: a framework for investors

Aberdeen asks: what’s decent work, and what’s the issue?

Aberdeen Investments 10th Jun 2026

Partner Zone

Resilience and divergence: emerging markets are forging ahead in a new era for investors

As war in the Middle East adds to a series of global supply shocks, Ninety One sees emerging markets showing growing resilience in an increasingly multipolar world.

Ninety One 10th Jun 2026

Market Updates

Market briefings looking back at May

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

Adviser-Hub 10th Jun 2026

Business Toolkit

Rethinking estate planning

Fidelity Adviser Solutions guides and insights can help you to face a new direction in retirement and estate planning, requiring earlier action, deeper client conversations and more integrated advi...

Fidelity Adviser Solutions 9th Jun 2026

Market Updates

Global updates: AI enthusiasm buoys global markets

Global equity markets generally rose during May, boosted by continuing demand for AI-related stocks.

Adviser-Hub 9th Jun 2026

Market Updates

UK market review: Pressure points

The backdrop remained challenging for UK investors during May, and sentiment was damped by persistent geopolitical tensions, rising domestic political uncertainties, a wider focus on AI-related sto...

Adviser-Hub 9th Jun 2026

VIDEO

Baillie Gifford | Scottish Mortgage Podcast: Affirm

Buy now, pay later is reshaping the way people spend. In the latest Scottish Mortgage podcast, fintech pioneer Max Levchin explains what's behind the shift and how AI could change shopping fore...

Baillie Gifford 8th Jun 2026

Partner Zone

Scottish Mortgage Podcast: Affirm

Buy now, pay later is reshaping the way people spend. In the latest Scottish Mortgage podcast, fintech pioneer Max Levchin explains what's behind the shift and how AI could change shopping fore...

Baillie Gifford 8th Jun 2026

Podcast

Baillie Gifford | Scottish Mortgage Podcast: Affirm

Buy now, pay later is reshaping the way people spend. In the latest Scottish Mortgage podcast, fintech pioneer Max Levchin explains what's behind the shift and how AI could change shopping fore...

Baillie Gifford 8th Jun 2026

Analysis & Opinion

The Week: IPO fever

A wave of technology IPOs are coming to market. To what extent will they destabilise US markets?

Adviser-Hub 4th Jun 2026

Analysis & Opinion

Market view: US equities: where focus meets opportunity

Despite ongoing macro volatility, Fidelity’s Stephen DuFour highlights how the diversity of the US market continues to offer focused opportunities for earnings growth across several key areas...

Fidelity International 4th Jun 2026

Analysis & Opinion

The room marked ‘AI’

Concentration, conviction and why emerging markets still offer more than one story. Baillie Gifford tells us more.

Baillie Gifford 4th Jun 2026

Analysis & Opinion

Life lessons: raising the next generation of investors

Teaching children about money goes far beyond encouraging them to save their pocket money. Introducing core concepts such as saving, spending and investing from an early age can help build financia...

Adviser-Hub 3rd Jun 2026

Partner Zone

European equities: an underappreciated source of global investment opportunity

Today’s European equity market represents a diversified, innovation-driven and globally connected opportunity set, says Capital Group, offering investors access to high-quality companies with...

Capital Group 2nd Jun 2026

Partner Zone

Geopolitics and the US midterms

In this Capital Group webinar, watch political economist Matt Miller and Reagan Anderson, SVP of government & regulatory affairs, take a look at election year markets.

Capital Group 2nd Jun 2026

Partner Zone

Why AI will transform, not replace, your job

For many of Capital Group’s economists and portfolio managers, AI is seen more as a long-term job creator than a job destroyer.

Capital Group 2nd Jun 2026

Partner Zone

How might Kevin Warsh steer the Fed?

The path to lower US interest rates has become less clear, says Capital Group, raising the stakes for both policy decisions and market expectations.

Capital Group 2nd Jun 2026

Podcast

Baillie Gifford | Why American culture feels so chaotic – and how investors can benefit

The American public’s tastes and habits are splintering. How will this affect US growth companies? Baillie Gifford’s Dave Bujnowski explains. Capital at risk.

Baillie Gifford 2nd Jun 2026

Podcast

Fidelity International | Fidelity Answers: what kind of fixed income can protect my portfolio when inflation is rising?

With inflation expectations soaring, and fixed income yields rising with them, what safe havens does the bond market offer for capital in an environment of higher prices and geopolitical shocks?

Fidelity International 2nd Jun 2026

Podcast

Capital Group | Skills that matter in an AI world

With AI-driven disruption reshaping the investing landscape, technical skills are now table stakes, according to Capital Group equity portfolio manager Michael Beckwith. So what drives effective lo...

Capital Group 2nd Jun 2026

Podcast

Capital Group | Why today’s stock market calls for active management

What happens to markets when investing goes on “autopilot”? Capital Group Vice Chair Jody Jonsson explains how passive ownership can diminish price discovery — and why that matter...

Capital Group 2nd Jun 2026

Partner Zone

How do Enhanced Index portfolios stay on course?

Dynamic risk management – the quiet force that sets Aberdeen's Enhanced Index process apart.

Aberdeen Investments 1st Jun 2026

Partner Zone

US equities: where focus meets opportunity

Despite ongoing macro volatility, Fidelity’s Stephen DuFour highlights how the diversity of the US market continues to offer focused opportunities for earnings growth across several key areas...

Fidelity International 1st Jun 2026

Partner Zone

Japanese equities – distinguishing cheap from undervalued

Fidelity portfolio manager Min Zeng gives an insight into the current market climate and highlights how he identifies genuinely undervalued companies, rather than those that simply look cheap.

Fidelity International 1st Jun 2026

Partner Zone

Why now for global technology investing?

Amid uncertainty, dispersion is increasing and more resilient businesses are beginning to stand apart. With these trends creating broader opportunities for selective investors, Fidelity explores th...

Fidelity International 1st Jun 2026

Partner Zone

A new regime begins at the Fed

As Kevin Warsh joins the Fed, advocating a dovish inflation stance, Fidelity asks: will the committee adopt his approach?

Fidelity International 1st Jun 2026

Analysis & Opinion

The Week: Gilts return to normal, but for how long?

Some normality has returned to UK gilt yields after inflationary pressures dipped and political fears eased.

Adviser-Hub 28th May 2026

Partner Zone

Bonds remain a beacon in volatile markets

Aberdeen Investments highlights the key signals fixed income investors should watch as bonds continue to offer stability in uncertain markets.

Aberdeen Investments 28th May 2026

Analysis & Opinion

Market view: Diversification is an edge, not a compromise

Rebecca McVittie, Investment Director, Fidelity Global Special Situations strategy, explains how diversification can enhance portfolio resilience while supporting long-term value creation for inves...

Fidelity International 27th May 2026

Analysis & Opinion

AI in financial advice and FCA expectations

Fidelity Adviser Solutions’ David Smith, National Platform Consultant, provides a breakdown of the FCA’s expectations and the key factors firms should consider.

Fidelity Adviser Solutions 27th May 2026

Partner Zone

Preparing for regime change: the role of natural resources equities

Natural resources equities can mitigate vulnerability to equity market-regime shifts. Ninety One believes the asset class has distinct performance drivers that may complement existing equity alloca...

Ninety One 27th May 2026

Partner Zone

Natural resources: equities vs. commodities

This paper by Ninety One explores why natural resources equities have historically provided a broader and more resilient source of returns compared with commodities.

Ninety One 27th May 2026

Business Toolkit

Rewriting the rules: pensions and inheritance tax

Inheritance tax rule changes for unused pensions mean that advisers may need to review retirement income strategies for their clients. Fidelity Adviser Solutions’ article and guide explore th...

Fidelity Adviser Solutions 26th May 2026

Analysis & Opinion

Why there’s a HALO over decarbonisation companies

The decarbonisation investment universe is well-stocked with ‘heavy-asset, low-obsolescence’ companies that are well-placed to benefit from an investment supercycle. Ninety One takes a...

Ninety One 26th May 2026

Analysis & Opinion

Financial resilience: investing for positive change

Baillie Gifford explains why more accessible, affordable protection products could become a major growth theme.

Baillie Gifford 26th May 2026

Analysis & Opinion

Real estate: how can we reframe social value?

The question is no longer whether social value matters. The real question, says Aberdeen, is can it be delivered in a way that’s both meaningful and investable?

Aberdeen Investments 26th May 2026

Podcast

Capital Group | Stress testing AI Bulls vs. Bears

Capital Group equity portfolio manager Chris Buchbinder and economist Jared Franz stress test the bull and bear cases for AI.

Capital Group 21st May 2026

Analysis & Opinion

The Week: Markets in need of a new acronym as Mag 7 dominance shifts

Nvidia’s results confirm a new generation of technology leaders.

Adviser-Hub 21st May 2026

Analysis & Opinion

Frontiers and frontlines: notes from the road

From AI labs to SpaceX, Baillie Gifford’s US Growth team looks for signals beyond desk research alone.

Baillie Gifford 21st May 2026

Analysis & Opinion

Visible champions and invisible leaders

Ninety One’s research trip to China has reinforced that the energy transition and intelligent economy are accelerating – and investable.

Ninety One 21st May 2026

Partner Zone

Capital Group | From medicine to markets: Long-term biotech investing

Physician turned Capital Group equity analyst Dr Judith Finegold explains how her clinical experience helps assess drug pipelines, clinical trials and long-term risk in biotech investing – we...

Capital Group 21st May 2026

Partner Zone

Fidelity’s WealthBuilder Model Portfolio Service – built for what comes next

Help your clients stay on track with portfolios designed for a changing investment landscape. Powered by Fidelity’s global insights, WealthBuilder offers three clear ranges – Active, Bl...

Fidelity International 21st May 2026

Partner Zone

How AI is reshaping US equity markets

In this environment, says Capital Group, deep fundamental research and careful security selection have become increasingly important.

Capital Group 19th May 2026

Podcast

Ninety One | Making sense of recent market moves

Risks relating to the US private market and AI disruption have driven big moves in credit markets this year. Ninety One’s Co-head of Developed Market Credit Justin Jewell and Investment Direc...

Ninety One 19th May 2026

Podcast

Ninety One | Visible champions and invisible leaders

A research trip to China by Ninety One has reinforced that the energy transition and intelligent economy are accelerating – and investable.

Ninety One 19th May 2026

Podcast

Baillie Gifford | Scottish Mortgage podcast: Enveda

Founder and chief executive Viswa Colluru tells Scottish Mortgage manager Tom Slater how the AI-enabled business is pursuing a trillion-dollar opportunity.

Baillie Gifford 19th May 2026

Podcast

Aberdeen Investments | Who's winning the AI race – and does it matter?

Aberdeen explores how the US and China are competing in AI, from models and semiconductors to power grids and government strategy, and asks whether it’s really a race at all – or someth...

Aberdeen Investments 19th May 2026

Business Toolkit

Rethinking estate planning

Fidelity Adviser Solutions 18th May 2026

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 18th May 2026

Analysis & Opinion

Baillie Gifford – Cautious Managed Fund

Baillie Gifford’s Cautious Managed Fund builds on the four-decade success of the flagship Baillie Gifford Managed Fund.

Baillie Gifford 18th May 2026

Partner Zone

SpaceX: Pre IPO Briefing Note – Scottish Mortgage

Given the materiality of the SpaceX position within the Scottish Mortgage portfolio, and in light of recent speculation and uncertainty surrounding a potential SpaceX IPO, this communication aims t...

Baillie Gifford 15th May 2026

Partner Zone

Why quality still matters for small and mid-cap investing

Maroun Younes, Co-Portfolio Manager of Fidelity’s Global Future Leaders Strategy, considers how quality has performed over the longer term, and reveals why abandoning it now may be the wrong...

Fidelity International 15th May 2026

Partner Zone

Market volatility opens up opportunities in high-quality European equities

Sam Morse and Marcel Stötzel, Portfolio Managers of the Fidelity European Fund and Fidelity European Trust PLC, outline how the team is navigating current market conditions and where selective...

Fidelity International 15th May 2026

Partner Zone

The role of gold as a safe haven in a fragmenting world

Fidelity examines whether and how gold can contribute to portfolio resilience alongside traditional assets, and under what conditions that case strengthens or weakens.

Fidelity International 15th May 2026

Partner Zone

Navigating fragmentation, inflation and risk

Fidelity’s macro and ETF team examine the key forces shaping markets, including geoeconomic fragmentation, the impact of AI, and widening return dispersion, and outline how investors can use...

Fidelity International 15th May 2026

Analysis & Opinion

The Week: Two-speed technology

The technology sector is starting to divide into clear winners and losers as AI takes effect.

Adviser-Hub 14th May 2026

Analysis & Opinion

The role of gold as a safe haven in a fragmenting world

Fidelity examines whether and how gold can contribute to portfolio resilience alongside traditional assets, and under what conditions that case strengthens or weakens.

Fidelity International 14th May 2026

Partner Zone

Macro: finding conviction in a world of higher geopolitical risk

Geopolitics is increasingly driving inflation, volatility and returns. Frequent supply shocks challenge traditional diversification assumptions. In a changing world, what matters most for investors...

Aberdeen Investments 14th May 2026

Partner Zone

Fixed Income: why short-dated bonds can build resilience in uncertain markets

Can short-dated bonds help portfolios stay resilient when uncertainty rises? Lower volatility, smaller drawdowns and income-led returns explain why investors should look again at short-dated fixed...

Aberdeen Investments 14th May 2026

Partner Zone

Equities: quality investing — tested, questioned and still relevant

After one of its toughest periods in decades, quality investing has been put under the spotlight. We explore why quality has struggled, what’s changing, and why discipline, valuation and fund...

Aberdeen Investments 14th May 2026

Partner Zone

Equities: AI rivalry — shared ambition, different paths

AI leadership isn’t just about better models. It’s about deployment, power and productivity. We examine how the US and China are taking different routes to economic impact.

Aberdeen Investments 14th May 2026

Partner Zone

Real Assets: why space and time matter more than ever

Europe’s energy transition depends on resilient networks and flexibility.

Aberdeen Investments 14th May 2026

Partner Zone

APAC real estate market outlook Q2 2026

What are the prospects for APAC real estate amid market tensions?

Aberdeen Investments 14th May 2026

Partner Zone

China: investing in the world’s first electro-state

Following recent research trips, the Ninety One Global Environment team report back from the world’s first ‘electro-state’.

Ninety One 14th May 2026

Partner Zone

Boots on the ground: a different perspective on the IMF Spring Meetings

Three members of Ninety One’s EM Debt team went to Washington, DC – they shared their highlights and pointers for investors, including a behind-the-scenes perspective on this important...

Ninety One 13th May 2026

Partner Zone

Picture this: in today’s credit markets, the real risks lurk in the shadows

Market moves mask a divergent picture of risk exposure. Ninety One’s Multi Asset Credit team explains how credit investors can navigate the risks and take advantage of attractive valuations.<...

Ninety One 13th May 2026

Analysis & Opinion

China: investing in the world’s first electro-state

Following recent research trips, the Ninety One Global Environment team report back from the world’s first ‘electro-state’.

Ninety One 12th May 2026

Analysis & Opinion

Supply shocks and inflation strengthen the transition materials outlook

Over the long term, Fidelity believes the war in the Middle East is likely to strengthen the case for green energy and thus the materials that underpin the energy transition.

Fidelity International 12th May 2026

Market Updates

Global updates: Navigating conflict

April was marked by escalating conflict in Iran, which continued to stoke concerns around energy security and inflation.

Adviser-Hub 8th May 2026

Market Updates

UK market review: Geopolitics weigh on UK growth prospects

The UK navigated a landscape of shifting sentiment during April as geopolitical unrest and domestic inflation weighed on the outlook

Adviser-Hub 8th May 2026

Market Updates

Market briefings looking back at April

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

Adviser-Hub 8th May 2026

Partner Zone

The Investment Outlook – Introduction

Market stress doesn’t create new risks, it reveals old ones. What lessons from past crises still matter most today, and how can disciplined investors build resilience amid uncertainty? <...

Aberdeen Investments 8th May 2026

Partner Zone

How multi-asset solutions such as MyFolio align with FCA CP26/10

Recent FCA proposals reinforce the role of outcome-oriented portfolios. Here’s why.

Aberdeen Investments 8th May 2026

Partner Zone

House View: staying invested, but trimming risk after the rebound

Equity markets have rebounded sharply from the initial Middle East shock. The ongoing global economic expansion supports staying invested across markets with strong fundamental drivers – but...

Aberdeen Investments 8th May 2026

Analysis & Opinion

The Week: Gilts and the local elections

UK bond yields have been rising as investors panic about the 7 May elections.

Adviser-Hub 7th May 2026

Analysis & Opinion

Finding conviction in a world of higher geopolitical risk

In a changing world, what matters most for investors and how should portfolios evolve? Aberdeen’s Chief Economist Paul Diggle considers.

Aberdeen Investments 7th May 2026

Analysis & Opinion

Enter AI agents: why 2025 rewrote the AI timeline

Baillie Gifford explores the step change that means AI will have a larger impact on the economy much sooner than expected.

Baillie Gifford 7th May 2026

Partner Zone

Bulls versus bears

Capital Group equity portfolio manager Chris Buchbinder and economist Jared Franz examine the bull and bear cases for AI: bubble risk, productivity signals, and when profitability may show up.

Capital Group 7th May 2026

Partner Zone

Five things to know about bonds amid current geopolitical volatility

Why bonds aren’t behaving like a safe haven this time.

Aberdeen Investments 6th May 2026

Partner Zone

High-yield bonds: a timely opportunity for income-seeking investors?

High-yield bonds offer a compelling income entry point.

Aberdeen Investments 6th May 2026

Partner Zone

The next phase for US equities: broader, resilient, durable

Capital Group explores an equity market shaped by risk, but not defined by it.

Capital Group 6th May 2026

Partner Zone

Looking beyond conflict: viewing volatility as opportunity

You don’t have to be happy about bad times, says Capital Group’s Steve Watson – but remember that they can present opportunities as share prices go on sale.

Capital Group 6th May 2026

VIDEO

Fidelity Adviser Solutions | Purpose, goals and happiness – helping clients build a life they want

Help clients gain clarity about what really matters to them. This session shows how focusing on goals and purpose makes planning conversations smoother, more meaningful, and more aligned with the l...

Fidelity Adviser Solutions 6th May 2026

VIDEO

Fidelity Adviser Solutions | Building financial resilience – the foundation of well-being

Help clients feel more secure by strengthening their financial resilience. This video shows how practical steps around cash flow, debt, and contingencies can make uncertainty easier to navigate.

Fidelity Adviser Solutions 6th May 2026

VIDEO

Fidelity Adviser Solutions | Bringing financial well-being into your advice practise

See how well-being, behaviour, goals, and resilience come together in everyday advice. This final session shows how small shifts in conversations can strengthen client confidence and enhance the ov...

Fidelity Adviser Solutions 6th May 2026

Podcast

Fidelity International | Fidelity Answers: volatility is extreme. What are the investment trends I should keep in focus?

Despite the conflict, there are reasons for investors to be constructive in the months ahead.

Fidelity International 5th May 2026

Podcast

Ninety One | Boots on the ground: a different perspective on the IMF Spring Meetings

Three members of Ninety One’s EM Debt team went to Washington, DC – they shared their highlights and pointers for investors, including a behind-the-scenes perspective on this important...

Ninety One 5th May 2026

Podcast

Ninety One | Hidden GEMs: why the oil shock could accelerate the energy transition

Oil shocks don’t just disrupt, says Ninety One – they accelerate change. Higher prices and energy insecurity are fast-tracking the shift to electrification and clean technology, led by...

Ninety One 5th May 2026

Podcast

Baillie Gifford | The big squeeze: when bottlenecks work to your advantage

When demand outstrips supply, Baillie Gifford believes companies that sit astride the pinch point can gain an enduring advantage.

Baillie Gifford 5th May 2026

Podcast

Fidelity International | The Investor’s Guide to Asia: Three investable ideas that caught a fund manager's eye

In this episode of The Investor’s Guide to Asia, fund manager Dale Nicholls shares opportunities that Fidelity analysts helped identify in robotics, China small caps, and rare earths, and how...

Fidelity International 5th May 2026

Podcast

Capital Group | How GM’s Chair and CEO is redefining what’s possible at a legacy company

How does General Motors Chair and Chief Executive Officer Mary Barra lead transformation at scale, all while technology is rewriting the playbook?

Capital Group 5th May 2026

Podcast

Capital Group | Investing after the Iran war ends

Capital Group portfolio manager Steve Watson shares his thoughts on investing in global equity markets at a time when the world is getting to be a more dangerous place.

Capital Group 5th May 2026

Analysis & Opinion

The Week: Interest rates: where next?

Calling the direction of interest rates from here is tough, even after central bank announcements this week.

Adviser-Hub 30th Apr 2026

Analysis & Opinion

Market view: Picture this: in today’s credit markets, the real risks lurk in the shadows

Market moves mask a divergent picture of risk exposure. Ninety One’s Multi Asset Credit team explains how credit investors can navigate the risks and take advantage of attractive valuations.<...

Ninety One 30th Apr 2026

Analysis & Opinion

Rewriting the rules: pensions and inheritance tax

The conventional wisdom for clients with significant assets has been to leave the pension untouched and use other assets for income. Fidelity Adviser Solutions’ Paul Squirrell assesses the im...

Fidelity Adviser Solutions 30th Apr 2026

Analysis & Opinion

Investment trusts: two paths to growth

Two Baillie Gifford investment trusts; two routes to long-term growth through patience, conviction and resilience

Baillie Gifford 30th Apr 2026

Partner Zone

The case for absolute return strategies in volatile markets

In this environment, Fidelity believes that absolute return strategies offer a compelling alternative – they seek to generate positive returns across market cycles while placing greater empha...

Fidelity International 30th Apr 2026

Partner Zone

Bond investors have a new playbook for a new reality

Investors today have more ‘safe haven’ options than in years gone by. And, says Fidelity, they are acting accordingly, making allocation decisions that are set to transform demand for A...

Fidelity International 30th Apr 2026

Partner Zone

Why a shifting market is creating opportunity in UK value small and mid caps

Alex Wright, portfolio manager of Fidelity Special Situations and Special Values, explains why small and mid caps continue to trade at a meaningful discount, creating selective opportunities in und...

Fidelity International 30th Apr 2026

Partner Zone

Why China continues to offer opportunities for selective stock pickers

Fidelity China Special Situations portfolio manager Dale Nicholls highlights that while challenges remain – from property to geopolitics – the broader economic backdrop is more stable t...

Fidelity International 30th Apr 2026

Partner Zone

From cash to carry

With attractive income, strong risk-adjusted returns and lower sensitivity to interest rate moves, Fidelity believes that globally flexible short duration fixed income offers a compelling option fo...

Fidelity International 30th Apr 2026

Partner Zone

Emerging Markets: built for the long term

Fidelity explains why growth in emerging regions is expected to outpace developed markets, and outlines some of the other factors that are expected to support emerging market equities over the long...

Fidelity International 30th Apr 2026

VIDEO

Fidelity Adviser Solutions | Financial well-being – what it is and why it matters for advisers

Get a clearer sense of how financial well-being really plays out in client meetings. Moments of uncertainty or hesitation often signal deeper concerns – while structured planning can turn tho...

Fidelity Adviser Solutions 29th Apr 2026

VIDEO

Fidelity Adviser Solutions | The psychology of money – understanding client attitudes and behaviours

Understanding how clients’ past experiences and emotions shape their money attitudes helps advisers interpret hesitation, anxiety, or resistance more accurately. Recognising these patterns le...

Fidelity International 29th Apr 2026

VIDEO

Baillie Gifford | Scottish Mortgage Podcast: Enveda

Hear how biotech Enveda has developed a unique process to discover ingredients in plant life to create a new generation of blockbuster drugs. Founder and chief executive, Viswa Colluru, tells Scott...

Baillie Gifford 29th Apr 2026

Partner Zone

Scottish Mortgage Podcast: Enveda

Baillie Gifford 29th Apr 2026

Partner Zone

Fidelity’s WealthBuilder MPS has arrived

Discover how Fidelity WealthBuilder’s Active, Blended and Passive Plus portfolios combine risk rated design, research led investing and competitive pricing to support long term client value.<...

Fidelity International 29th Apr 2026

VIDEO

Baillie Gifford | Scottish Mortgage Portfolio Update Q1 2026

Investment Specialist Chloé Darling-Stewart explores why artificial intelligence represents a defining paradigm shift, examines the portfolio’s exposure to companies at the forefront o...

Baillie Gifford 28th Apr 2026

Partner Zone

Scottish Mortgage Portfolio Update Q1 2026

Investment Specialist Chloé Darling-Stewart explores why artificial intelligence represents a defining paradigm shift, examines the portfolio’s exposure to companies at the forefront o...

Baillie Gifford 28th Apr 2026

VIDEO

Fidelity International | Market Minutes: Maintaining Balance

In this video, Caroline Shaw explains why the Multi Asset team stayed positioned despite volatility, focusing on discipline, avoiding knee jerk reactions, and waiting for clearer growth and inflati...

Fidelity International 28th Apr 2026

Partner Zone

The end of easy globalisation

Easy globalisation is over: multipolarity, bottlenecks and public dissatisfactions are reshaping the world. Ninety One believes that, for investors, this means old assumptions are less reliable and...

Ninety One 28th Apr 2026

Analysis & Opinion

Hidden GEMs: why the oil shock could accelerate the energy transition

Oil shocks don’t just disrupt, says Ninety One – they accelerate change. Higher prices and energy insecurity are fast-tracking the shift to electrification and clean technology, led by...

Ninety One 28th Apr 2026

Analysis & Opinion

Green power, greater energy security

The Middle East looks likely to catalyse renewable adoption; meanwhile, the structural shift to renewables as an energy source is continuing. Fidelity portfolio manager Alexander Laing considers th...

Fidelity International 28th Apr 2026

Analysis & Opinion

Are charging points the key to reducing transport emissions?

Aberdeen Investments’ Karen Hill explains why charging-point infrastructure could unlock lower emissions.

Aberdeen Investments 28th Apr 2026

Partner Zone

Building growth portfolios with fewer decisions

Taking a look beyond market noise: a balanced approach that combines growth companies, bonds and cash in one portfolio.

Baillie Gifford 27th Apr 2026

VIDEO

Aberdeen Investments | MyFolio Q1 webinar

Watch the MyFolio webinar, featuring a macroeconomic outlook and the latest update on the MyFolio range. Professional investors only. Capital at risk.

Aberdeen Investments 27th Apr 2026

Partner Zone

MyFolio Core: why discipline matters in turbulent times

Celebrating a year of balance amid volatile markets.

Aberdeen Investments 27th Apr 2026

Partner Zone

Enhanced Index at 10: what a decade of disciplined investing has taught us

Ten years, ten questions – the insights behind our approach.

Aberdeen Investments 27th Apr 2026

Partner Zone

Why data is the new gold

How our infrastructure and future minerals strategies seek to capture the opportunity.

Aberdeen Investments 27th Apr 2026

Partner Zone

Global infrastructure: a more resilient way to invest in energy?

Why infrastructure matters in volatile energy markets.

Aberdeen Investments 27th Apr 2026

Partner Zone

Powering transition: critical minerals are central to the next era

Investors are adding diverse exposure across the minerals ecosystem. Find out how and why.

Aberdeen Investments 27th Apr 2026

VIDEO

Aberdeen Investments | Infrastructure at Aberdeen Investments

Aberdeen Investments’ infrastructure capability focuses on investing across essential, long life infrastructure assets to deliver resilient, long term returns while supporting sustainability...

Aberdeen Investments 27th Apr 2026

Business Toolkit

What is the outlook for markets?

Fidelity's market review examines how swiftly investor sentiment has shifted amid renewed geopolitical and economic turbulence.

Fidelity Adviser Solutions 27th Apr 2026

VIDEO

Fidelity International | Fidelity’s WealthBuilder MPS has arrived

Discover how Fidelity WealthBuilder’s Active, Blended and Passive Plus portfolios combine risk rated design, research led investing and competitive pricing to support long term client value.<...

Fidelity International 27th Apr 2026

Partner Zone

Credit investing in a higher-risk private market regime

Concerns around risk in private markets have prompted a reassessment of the asset class. Yet significant differences in underlying risk mean active investors can find shelter, quality and value in...

Ninety One 27th Apr 2026

Analysis & Opinion

The Week: Emerging markets’ ‘silent bull market’

Emerging markets have been strong since the start of the year, but investors haven’t noticed.

Adviser-Hub 23rd Apr 2026

Analysis & Opinion

Bulls versus bears

Capital Group equity portfolio manager Chris Buchbinder and economist Jared Franz examine the bull and bear cases for AI: bubble risk, productivity signals, and when profitability may show up.

Capital Group 23rd Apr 2026

Analysis & Opinion

Market view: UK real estate market outlook: Q2 2026

What lies ahead for UK real estate? Read more here from Aberdeen Investments.

Aberdeen Investments 23rd Apr 2026

Podcast

Capital Group | Beyond AI: investing in the physical economy

Brittain Ezzes, a portfolio manager for Capital Group Dividend Value ETF, shares her perspective on an unexpected rally this year among heavy-asset companies.

Capital Group 22nd Apr 2026

Podcast

Ninety One | Credit investing in a higher-risk private market regime

Concerns around risk in private markets have prompted a reassessment of the asset class. Yet significant differences in underlying risk mean active investors can find shelter, quality and value in...

Ninety One 22nd Apr 2026

Podcast

Ninety One | The new commodity order: geopolitics, AI, and the scramble for resources

A new commodity order is taking shape, defined by geopolitical fragmentation, electrification, supply constraints, regionalisation of energy and materials markets, and a reordering of global supply...

Ninety One 22nd Apr 2026

Podcast

Capital Group | How a neuroscientist invests in biopharma

Capital Group equity analyst Laura Nelson Carney uses her PhD in neuroscience to help spot medical innovation around the world.

Capital Group 22nd Apr 2026

Partner Zone

Gold rush or fool’s gold?

Capital Group presents three views on surging gold prices.

Capital Group 22nd Apr 2026

Partner Zone

AI’s return on investment debate

Capital Group addresses two simple questions.

Capital Group 22nd Apr 2026

Partner Zone

Fixed income: a 360° view

Capital Group shares key insights and portfolio implications to stay ahead of the curve.

Capital Group 22nd Apr 2026

Partner Zone

Middle East conflict webinar: translating macro views to portfolio action

The US-Israeli attack on Iran and the events that followed appeared to upend many of the assumptions investors held going into 2026. However, Fidelity believes several important underlying trends r...

Fidelity International 21st Apr 2026

Partner Zone

What’s next for bitcoin and the digital assets environment?

Digital Assets experts from Fidelity International and Fidelity Digital Asset Management, explore how digital assets are evolving within allocations, the challenges for decision-makers, and discuss...

Fidelity International 21st Apr 2026

Partner Zone

Global equities: why investors are moving away from home bias

Fidelity highlights the potential risks of maintaining a home bias, and the key benefits of shifting to a global portfolio for equity investors.

Fidelity International 21st Apr 2026

Partner Zone

Middle East conflict: the path to a messy resolution remains open

Fidelity remains of the view that a messy resolution path is still open. But until we get there, the noise and volatility are likely to remain high.

Fidelity International 21st Apr 2026

Partner Zone

Four lasting impacts of the Iran war

Beyond the region itself, the Iran war has already changed geopolitics in lasting ways. Capital Group’s Tom Cooney explores four long-term implications of the war.

Capital Group 21st Apr 2026

Partner Zone

Infrastructure: beyond the HALO

Infrastructure has offered the Baillie Gifford Monthly Income Fund resilience and diversification as the wider backdrop has become harder to read. Selective exposure to renewables and utilities can...

Baillie Gifford 21st Apr 2026

Analysis & Opinion

The Week: Bank of America survey suggests market optimism is fragile

Despite the market’s exuberance, expert investors and economists are increasingly gloomy.

Adviser-Hub 16th Apr 2026

Analysis & Opinion

Middle East conflict: the path to a messy resolution remains open

Fidelity remains of the view that a messy resolution path is still open. But until we get there, the noise and volatility are likely to remain high.

Fidelity International 16th Apr 2026

Analysis & Opinion

Gold rush or fool’s gold?

Capital Group presents three views on surging gold prices.

Capital Group 16th Apr 2026

Analysis & Opinion

Building Europe's backbone: the sustainable power of industrial real estate

Aberdeen explores the industrial assets at the heart of Europe’s climate transition.

Aberdeen Investments 14th Apr 2026

Partner Zone

Emerging market debt: unlocking the full potential

Shifting asset class behaviour is forcing a rethink of allocation approaches and fuelling demand for greater diversification. In this context, says Ninety One, emerging market debt is highly releva...

Ninety One 14th Apr 2026

Business Toolkit

Welcome to the new tax year

A new tax year brings fresh allowances and valuable planning opportunities for you and your clients. Fidelity Adviser Solutions tax year beginning hub highlights key actions to consider – cov...

Fidelity Adviser Solutions 13th Apr 2026

Analysis & Opinion

China: the investment opportunity

Having spent several years in investment purgatory, the Chinese market revived in 2025. A reappraisal of the relative risks of emerging markets generally, plus excitement over China’s technol...

Adviser-Hub 10th Apr 2026

VIDEO

China: the investment opportunity – panel discussion video #3

After several years out of favour, Chinese markets saw a resurgence in 2025. A broader reassessment of emerging market risks, combined with renewed enthusiasm around China’s technological pro...

Adviser-Hub 10th Apr 2026

Market Updates

Global updates: Mixed messages

The conflict in the Middle East, which began at the end of February, completed its first month. Markets seesawed; volatility increased sharply amid mixed messages from President Trump; and energy p...

Adviser-Hub 9th Apr 2026

Market Updates

UK market review: Crude awakening

Investor sentiment and market movements were dominated in March by unfolding developments in the Middle East as the conflict between the US and Iran intensified. During the month, the FTSE 100 Inde...

Adviser-Hub 9th Apr 2026

VIDEO

Baillie Gifford | Navigating retirement income in volatile markets

Steven Hay, co-manager of the Baillie Gifford Monthly Income Fund, discusses aims to help investors draw a dependable monthly income through market ups and downs. Capital at risk and income not gua...

Baillie Gifford 9th Apr 2026

Partner Zone

Navigating retirement income in volatile markets

Baillie Gifford 9th Apr 2026

Market Updates

Market briefings looking back at March

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

Adviser-Hub 9th Apr 2026

Partner Zone

Defending income in a market with few safe havens

Fidelity Global Income portfolio manager James Durance outlines how disciplined positioning, selective credit exposure and diversification can help navigate uncertainty while maintaining a resilien...

Fidelity International 8th Apr 2026

Partner Zone

From off-ramp hopes back to escalation

The conflict in Iran has moved into a dramatic – if telegraphed – escalation phase. Questions around how this conflict will be resolved, and at what cost remain critical, says Fidelity&...

Fidelity International 8th Apr 2026

Partner Zone

Coin Report: Bitcoin

Bitcoin, launched in 2009, now leads the crypto market. This Fidelity Digital Assets Coin Report offers investors a concise overview of its key strengths and weaknesses.

Fidelity International 8th Apr 2026

Partner Zone

How equity income can provide resilience in volatile time

Against an uncertain backdrop, Fidelity global equity income portfolio manager Tristan Purcell highlights the benefits of anchoring on sustainable dividends, resilient earnings and valuation discip...

Fidelity International 8th Apr 2026

Analysis & Opinion

The Week: Markets’ optimism is rewarded

Equity markets have stayed surprisingly positive during the recent crisis – unlike the hysterical bond markets.

Adviser-Hub 8th Apr 2026

Partner Zone

Fidelity Answers: what impact is the Middle East conflict having on industry?

The impact of the Middle East conflict is spreading through the global economy. The latest Fidelity Answers podcast hears what Fidelity’s analysts are saying about the effects on companies an...

Fidelity International 7th Apr 2026

VIDEO

The Chinese economy unpacked – panel discussion video #2

At the beginning of March, China announced a new GDP growth target of 4.5–5% – its lowest on record and the first time since 1991 that the goal has fallen below the 5% mark. Despite thi...

Adviser-Hub 7th Apr 2026

Podcast

Ninety One | Is the Iran crisis an early 2020 moment for markets?

There are three parallels to the early 2020 dynamic that investors should note, according to Ninety One’s Sahil Mahtani, Director, Investment Institute.

Ninety One 7th Apr 2026

Podcast

Fidelity International | Fidelity Answers: what impact is the Middle East conflict having on industry?

The impact of the Middle East conflict is spreading through the global economy. The latest Fidelity Answers podcast hears what Fidelity’s analysts are saying about the effects on companies an...

Fidelity International 7th Apr 2026

Podcast

Capital Group | All that glitters: what’s driving up gold prices?

Three Capital Group portfolio managers offer their views on gold and what it means for your investment portfolio.

Capital Group 7th Apr 2026

Partner Zone

Three strategies for investing amid AI whiplash

As the AI narrative evolves, here are three areas that Capital Group’s investment team are pursuing amid the twists and turns.

Capital Group 7th Apr 2026

Partner Zone

Four scenarios for the future of AI

Staying attuned to the shifts that pull us closer to one scenario or another will be essential as this transition unfolds, says Capital Group.

Capital Group 7th Apr 2026

Analysis & Opinion

The Chinese economy unpacked

At the start of March, China set its new target for GDP growth. At 4.5-5%, it was a record low and the first time since 1991 that the figure was under 5%. However, the government was clear that it...

Adviser-Hub 7th Apr 2026

Partner Zone

IPO Talk is Back: Our Investment Horizon Never Left

After a four-year drought, IPO talk is back. But a public listing does not mark the end of an investment journey – it is simply a change in venue. Scottish Mortgage Investment Trust backs exc...

Baillie Gifford 7th Apr 2026

Analysis & Opinion

China's relationship with the world

Geopolitics have been one of the key deterrents for investors considering a long-term allocation to Chinese markets. China has been blown about by shifting US policy, and fears over tariffs. Howeve...

Adviser-Hub 2nd Apr 2026

VIDEO

China's relationship with the world – panel discussion video #1

Geopolitical tensions have long weighed on investors considering sustained exposure to Chinese markets, with shifting US policy and ongoing tariff concerns adding to the uncertainty. Yet, against a...

Adviser-Hub 2nd Apr 2026

Analysis & Opinion

Uber’s age of autonomy

Baillie Gifford explores why the taxi-tech giant is set to benefit from the shift to driverless cabs.

Baillie Gifford 2nd Apr 2026

Analysis & Opinion

The Week: A decisive moment for the technology giants?

Are the social media giants about to see a reckoning?

Adviser-Hub 1st Apr 2026

Partner Zone

Beyond commodities: investing in themes shaping the future

Aberdeen’s insightful webinar explores how thematic equity strategies, focused on Future Supply Chains, Future Minerals and Future Raw Materials are helping investors access the long-term for...

Aberdeen Investments 31st Mar 2026

Analysis & Opinion

Powering transition: critical minerals are central to the next era

Investors are adding diverse exposure across the minerals ecosystem. Aberdeen explains how and why.

Aberdeen Investments 31st Mar 2026

Analysis & Opinion

Making a difference with critical concession infrastructure

What is concession infrastructure, and why does it represent an attractive and growing opportunity? Aberdeen Investments explains.

Aberdeen Investments 31st Mar 2026

VIDEO

Baillie Gifford | Emerging Markets, AI build and commodities

Investment specialists Philip Rae and Qian Zhang explore growth opportunities in the US, the Emerging Markets Growth Fund, and Accton’s role in the AI infrastructure buildout. Capital at risk...

Baillie Gifford 30th Mar 2026

Partner Zone

Emerging Markets, AI build and commodities

Investment specialists Philip Rae and Qian Zhang explore growth opportunities in the US, the Emerging Markets Growth Fund, and Accton’s role in the AI infrastructure buildout. Capital at risk...

Baillie Gifford 30th Mar 2026

VIDEO

Aberdeen Investments | Beyond commodities: investing in themes shaping the future

Aberdeen’s insightful webinar explores how thematic equity strategies, focused on Future Supply Chains, Future Minerals and Future Raw Materials are helping investors access the long-term for...

Aberdeen Investments 30th Mar 2026

Analysis & Opinion

The Week: Gold: an unsafe haven

The gold price has abruptly ended its recent run of strength. It’s a reminder that defensiveness is conditional.

Adviser-Hub 26th Mar 2026

Analysis & Opinion

Market view: Japan’s equity revival: an opportunity in a fragmenting world

Min Zeng, manager of the Fidelity Japan Value Fund, reveals why he believes Japanese equities currently offer a compelling opportunity in today’s fragmenting world.

Fidelity International 26th Mar 2026

Analysis & Opinion

Private companies: Baillie Gifford’s philosophy

Peter Singlehurst explains how Baillie Gifford invests in Private Companies.

Baillie Gifford 26th Mar 2026

VIDEO

Baillie Gifford | The active edge: the case for growth in uncertain times

A series of “extraordinary” events has made the environment more challenging for growth stocks. But “this level of trepidation can’t go on forever”, says Baillie Giffo...

Baillie Gifford 26th Mar 2026

Partner Zone

The active edge: the case for growth in uncertain times

A series of “extraordinary” events has made the environment more challenging for growth stocks. But “this level of trepidation can’t go on forever”, says Baillie Giffo...

Baillie Gifford 26th Mar 2026

Partner Zone

A new phase for Japanese equity investment

Capital Group’s Hiroaki Amemiya explores how the importance of companies capable of delivering sustainable growth – through pricing power, improving profitability, and resilient busines...

Capital Group 25th Mar 2026

Partner Zone

The world in 2031 – megatrends to watch

Capital Group equity portfolio managers Rob Lovelace and Alan Wilson discuss how advances in AI, drug discovery and industrial innovation could influence everyday life – and what these change...

Capital Group 25th Mar 2026

Podcast

Ninety One | The physical reality of an oil shock

Ninety One’s Paul Gooden, Head of Natural Resources, assesses the impact of the Strait of Hormuz’s closure.

Ninety One 25th Mar 2026

Podcast

Ninety One | Oil shock: when geopolitics shuts the taps

Ninety One’s Paul Gooden, Head of Natural Resources, explains why disruption is reverberating through oil and gas markets, how supply constraints are pushing prices higher, and the implicatio...

Ninety One 25th Mar 2026

Podcast

Baillie GIfford | The case for growth in uncertain times

Extraordinary events have made markets wary – but that, says Baillie Gifford, is when conviction matters most.

Baillie Gifford 25th Mar 2026

Podcast

Capital Group | Inside the AI supply chain

Capital Group equity investment analyst Timur Sugito breaks down the dynamics of the semiconductor industry and its impacts on the current AI boom.

Capital Group 25th Mar 2026

Podcast

Capital Group | You can’t model human behaviour

Long-term investing success comes from experience, humility and learning across market cycles – not short-term forecasting. Capital Group equity analyst Cyana Chilton shares why disciplined,...

Capital Group 25th Mar 2026

Podcast

Capital Group | Adventures in emerging markets investing

Lisa Thompson, a portfolio manager for Capital Group New Geography Equity ETF, shares how her decades of experience covering emerging markets helped her get comfortable with uncertainty, volatility...

Capital Group 25th Mar 2026

Partner Zone

Five things to know about bonds amid current geopolitical volatility

Aberdeen review why bonds aren’t behaving like a safe haven this time.

Aberdeen Investments 24th Mar 2026

Partner Zone

How the Iran war changes the economic outlook

War in Iran has injected new uncertainty into the global economy, says Capital Group, reviving concerns that high oil prices could drive up inflation, strain consumer spending, and weigh on economi...

Capital Group 24th Mar 2026

Partner Zone

Confidence and a K-shaped economy

Companies are experiencing a once-in-a generation investment boom across a growing list of industries, but this year’s Fidelity International Analyst Survey sees signs that AI is already supp...

Fidelity International 23rd Mar 2026

Partner Zone

Japan’s equity revival: an opportunity in a fragmenting world

Min Zeng, manager of the Fidelity Japan Value Fund, reveals why he believes Japanese equities currently offer a compelling opportunity in today’s fragmenting world.

Fidelity International 23rd Mar 2026

Partner Zone

The Investor’s Guide to Asia: where next for China’s stock market?

In the latest episode of The Investor’s Guide to Asia, Fidelity portfolio managers Nick Price and Cynthia Chen discuss why Chinese stocks remain central to portfolios in an increasingly multi...

Fidelity International 23rd Mar 2026

Partner Zone

Geopolitics, inflation, and the shifting dynamics of global bond markets

Fidelity International Global Fixed Income CIO Marion Le Morhedec reviews the impact of higher oil prices, shifting rate expectations, and so-far resilient credit markets.

Fidelity International 23rd Mar 2026

Partner Zone

Rethinking 60/40 in a fragmenting world: building more resilient allocations

In a regime of higher macro volatility and greater geoeconomic fragmentation, Fidelity believes investors may need to take a broader and more layered approach to ensure portfolio stability.

Fidelity International 23rd Mar 2026

Analysis & Opinion

Confidence and a K-shaped economy

Companies are experiencing a once-in-a generation investment boom across a growing list of industries, but this year’s Fidelity International Analyst Survey sees signs that AI is already supp...

Fidelity International 19th Mar 2026

Analysis & Opinion

The Week: Could there be a market shock round the corner?

Markets have been relatively sanguine about the crisis in the Middle East. That might change at the crucial six-week mark.

Adviser-Hub 19th Mar 2026

Analysis & Opinion

Tomorrow’s marvels, today

With Baillie Gifford, explore private growth investing, mega-cap private companies, and the future of IPOs.

Baillie Gifford 19th Mar 2026

Analysis & Opinion

Geopolitics, inflation, and the shifting dynamics of global bond markets

Fidelity International Global Fixed Income CIO Marion Le Morhedec reviews the impact of higher oil prices, shifting rate expectations, and so-far resilient credit markets.

Fidelity International 19th Mar 2026

Partner Zone

Reassessing emerging market equity allocations

Recent meetings with asset allocators across North America and Australia have highlighted an important question for Ninety One: how should allocators think about implementation to best capture the...

Ninety One 19th Mar 2026

Analysis & Opinion

Powering AI: investing in the grid revolution

Baillie Gifford uncovers two companies tackling key grid bottlenecks that support both data centres and society.

Baillie Gifford 19th Mar 2026

VIDEO

Baillie Gifford | Scottish Mortgage Investor Webinar: Your Questions Answered

At the latest Scottish Mortgage webinar, portfolio director Claire Shaw was joined by investment managers Tom Slater and Lawrence Burns to answer shareholder questions.

Baillie Gifford 17th Mar 2026

Partner Zone

Scottish Mortgage Investor Webinar: Your Questions Answered

At the latest Scottish Mortgage webinar, portfolio director Claire Shaw was joined by investment managers Tom Slater and Lawrence Burns to answer shareholder questions.

Baillie Gifford 17th Mar 2026

Business Toolkit

Pensions: the regulatory runway

A wave of pension reforms is on the horizon, many of which could significantly influence your client conversations.

Fidelity Adviser Solutions 16th Mar 2026

Analysis & Opinion

The Week: Gilts: collateral damage from the oil price spike

Gilts have been one of the assets hardest hit by the war in Iran – why?

Adviser-Hub 12th Mar 2026

Analysis & Opinion

AI isn’t coming for your job. It’s coming for your mind

The people who thrive won’t be those who use AI most, but those who can still think without it, argues Baillie Gifford.

Baillie Gifford 12th Mar 2026

Analysis & Opinion

3 views on the US-Iran conflict

Three Capital Group investment professionals offer their assessments of the developing US-Iran conflict.

Capital Group 12th Mar 2026

Analysis & Opinion

Market view: Five frontier markets reshaping local-currency returns

Aberdeen explores the key drivers behind 2026’s most dynamic frontier markets – in five words.

Aberdeen Investments 12th Mar 2026

Partner Zone

Calibrating portfolios for uncertainty

Welcome to Fidelity’s Kaleidoscope, where we investigate the key opportunities and risks presented by today’s era of heightened geoeconomic fragmentation. During uncertainty, investors...

Fidelity International 11th Mar 2026

Partner Zone

Market Minutes: Navigating volatility

In this monthly video series, our Multi Asset team break down what’s changed in markets, what’s new, and what they’re watching next. This month, portfolio manager Chris Forgan hig...

Fidelity International 11th Mar 2026

Partner Zone

Managed Portfolio Service Masterclass

Hear from portfolio manager, Caroline Shaw in a panel discussion with Asset TV. She is joined by peers from Vanguard and Evelyn Partners as they discuss why diversification means more in today&rsqu...

Fidelity International 11th Mar 2026

Partner Zone

CIO webinar: Examining the Iran conflict

Global markets have entered a period of heightened volatility following the latest escalation of tensions involving Iran, as energy prices and risk assets adjust to the prospect of a more sustained...

Fidelity International 11th Mar 2026

VIDEO

Fidelity International | Market Minutes: Navigating volatility

In this video series, Fidelity's Multi Asset team break down what’s changed in markets, what’s new, and what they’re watching next. Portfolio manager Chris Forgan highlig...

Fidelity International 11th Mar 2026

Podcast

Ninety One | The new commodity order: geopolitics, AI and the scramble for resources

A new commodity order is taking shape, says Ninety One – it’s defined by geopolitical fragmentation, electrification, supply constraints, regionalisation of energy and materials markets...

Ninety One 10th Mar 2026

Podcast

Ninety One | War in the Gulf

War in the Middle East has brought a longstanding geopolitical faultline into focus. The key question, says Ninety One, is whether this episode remains contained or escalates into a shock with glob...

Ninety One 10th Mar 2026

Podcast

Capital Group | The psychology of building portfolios to withstand any cycle

Before becoming a fixed income portfolio manager, the passion of Capital Group’s Shannon Ward was psychology. Today, she uses understanding people and behaviour to inform her investment strat...

Capital Group 10th Mar 2026

Podcast

Capital Group | How to find generational AI businesses – the ‘move 37’ moment

Equity investment analyst Drew Macklis discusses how Capital Group is seeking an edge in analysing the ever-growing world of AI.

Capital Group 10th Mar 2026

Podcast

Capital Group | Black gold: the outlook for oil prices

Capital Group equity analyst Darren Peers shares his outlook for oil prices. With rising geopolitical uncertainty in Iran and Venezuela, Darren discusses how these events are affecting the global e...

Capital Group 10th Mar 2026

Partner Zone

Why bond investors can’t ignore the AI revolution

AI’s influence on fixed income markets is only just beginning, and its eventual effects will become more apparent as time progresses. Even at this point, however, certain things are clear, sa...

Capital Group 10th Mar 2026

Partner Zone

Can growing Chaebol reform in Korea spark an equity market rerating?

Corporate reform is one of the cornerstone developments outlined as part of what Capital Group is calling the Great Global Restructuring.

Capital Group 10th Mar 2026

Partner Zone

3 views on the US-Iran conflict

Three Capital Group investment professionals offer their assessments of the developing US-Iran conflict.

Capital Group 10th Mar 2026

Partner Zone

Staying balanced in an unbalanced market: MyFolio US positioning

Why diversification still matters in a market dominated by a handful of mega caps.

Aberdeen Investments 10th Mar 2026

Partner Zone

Year of the Horse: China finds its stride

Trade strength, AI ‘plumbing’, and a firmer RMB are reshaping the winners’ circle.

Aberdeen Investments 10th Mar 2026

Partner Zone

Emerging market income equity: can MediaTek turn innovation into income?

Taiwan-based chip designer balances research investment with returning its capital to shareholders.

Aberdeen Investments 10th Mar 2026

Partner Zone

Global high-yield: why income matters more than you think

Harnessing the one factor that powers high-yield returns.

Aberdeen Investments 10th Mar 2026

Partner Zone

Beyond scale: rethinking the engine room of European infrastructure

Does size matter for economic infrastructure projects?

Aberdeen Investments 10th Mar 2026

Partner Zone

Ultra-short-dated credit: steady returns in a changing rate environment

How active, benchmark-free strategies and ultra-short-dated credit could enhance cash returns.

Aberdeen Investments 10th Mar 2026

Partner Zone

The monthly macro outlook video: February 2026

Geopolitical risk is rising - and it’s changing how investors think about markets. Paul Diggle from Aberdeen Investments analyses the impacts.

Aberdeen Investments 10th Mar 2026

Partner Zone

Iran: Contained conflict or sustained oil shock? The triggers you can't ignore

Is the Iran conflict contained or set to escalate further? We map the market signals behind oil, havens and rates — and the triggers that could change sentiment fast.

Aberdeen Investments 10th Mar 2026

Partner Zone

Conflict in Iran: how long will it last, and what will be the economic impact?

The Iran conflict has escalated fast. Energy prices have spiked and risk sentiment has been hit, but financial markets are orderly. What does that tell us about what investors are expecting from th...

Aberdeen Investments 10th Mar 2026

Partner Zone

The new commodity order: geopolitics, AI and the scramble for resources

A new commodity order is taking shape, says Ninety One – it’s defined by geopolitical fragmentation, electrification, supply constraints, regionalisation of energy and materials markets...

Ninety One 10th Mar 2026

Partner Zone

Retirement income: smooth the journey, not the market

For retirement investors, a steady, growing income stream can help mitigate market volatility. David Rolland of the Baillie Gifford Monthly Income Fund explains.

Baillie Gifford 9th Mar 2026

Business Toolkit

How does the UK State Pension measure up?

The State Pension is set to increase in April in line with the triple lock. Marianna Hunt compares the UK State Pension with other state provision.

Fidelity Adviser Solutions 9th Mar 2026

Market Updates

Global updates: Investors look beyond the US

US equity markets were on edge during February amid mounting concerns over inflation, escalating geopolitical tensions, and questions over the impact of AI on the wider economy. The US Supreme Cour...

Adviser-Hub 9th Mar 2026

Market Updates

UK market review: A strong month for UK equities

The FTSE 100 Index ended February at a record high, closing over 10,900 points for the first time ever.

Adviser-Hub 9th Mar 2026

Market Updates

Market briefings looking back at February

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

Adviser-Hub 9th Mar 2026

Partner Zone

Iran conflict: macro and market implications

The latest conflict in Iran has injected fresh volatility into global markets. Fidelity explores some potential scenarios and implications for portfolios across asset classes.

Fidelity International 6th Mar 2026

Partner Zone

Reconsidering core exposures in a changing world: US equities and global bonds

The investment landscape is evolving in ways that challenge longstanding assumptions about the foundations of diversified portfolios. As investors reassess the role of several core exposures, Fidel...

Fidelity International 6th Mar 2026

Partner Zone

Macro dynamics of geoeconomic fragmentation

Amid fiercer international competition, timing markets is more challenging and diversification principles are in question. Spread risk across multiple return drivers, says Fidelity.

Fidelity International 6th Mar 2026

Partner Zone

AI disruption favours value investors

Alex Wright, portfolio manager of Fidelity Special Situations and Special Values PLC, outlines how AI-led disruption is driving widespread dislocation across sectors, creating selective opportuniti...

Fidelity International 6th Mar 2026

Partner Zone

What the Supreme Court tariff ruling means for investors

Despite the US ruling, tariffs are part of the landscape now, says Fidelity International.

Fidelity International 6th Mar 2026

Analysis & Opinion

The Week: Will the Iran conflict destroy the optimism of the Spring Statement?

Reeves is determined that the UK economy is on the right track: but will the Iran conflict derail it?

Adviser-Hub 5th Mar 2026

Analysis & Opinion

Human judgement in an era of AI

AI is a powerful tool, but Baillie Gifford believes investing still depends on human exploration, judgement and synthesis.

Baillie Gifford 5th Mar 2026

Analysis & Opinion

Market view: Diversification is an edge, not a compromise

Fidelity International 5th Mar 2026

Analysis & Opinion

Finding opportunities in Vietnam

Vietnam's cities rarely pause. It's a sign the economy has remained resilient. The Scottish Oriental Smaller Companies Trust team explore one of Asia's most compelling growth stories.

Baillie Gifford 5th Mar 2026

Market Updates

Spring Statement 2026: Geopolitics could derail forecasts

The government’s Spring Statement was overshadowed by unfolding events in the Middle East as the Office for Budget Responsibility warned that escalating conflict in the region “could ha...

Adviser-Hub 4th Mar 2026

Analysis & Opinion

Diversification is an edge, not a compromise

Rebecca McVittie, Investment Director, Fidelity Global Special Situations Fund, explains how diversification across geographies, styles and time horizons can enhance portfolio resilience while supp...

Fidelity International 4th Mar 2026

Partner Zone

Global equity: a resurgence of core

Investors are facing a new market regime with markedly different characteristics, says Ninety One. As market leadership broadens and rotations accelerate, investors are reassessing the role of core...

Ninety One 4th Mar 2026

Partner Zone

A different perspective on high-yield markets

Reflecting on recent developments in the high-yield corporate debt market, Ninety One’s Ellie Clapton and Darpan Harar provide pointers on how to identify the most attractive investment oppor...

Ninety One 4th Mar 2026

Analysis & Opinion

The Week: The shape-shifting investment trust sector

Investment trust boards have worked hard to adapt to a new investment environment. Their efforts may be paying off.

Adviser-Hub 26th Feb 2026

Partner Zone

How to spot an AI bubble

With so much money pouring into AI, it’s natural to wonder if today’s investments are signs of a bubble. That’s why Capital Group’s team is tracking signs of volatility as w...

Capital Group 25th Feb 2026

Partner Zone

Unleashing the potential

Emerging market debt (EMD) has become increasingly appealing to a broader investor base as the asset class has developed. Capital Group explores the opportunities created by navigating local curren...

Capital Group 25th Feb 2026

Partner Zone

Rob Lovelace on the year ahead

In a wide-ranging Q&A , Capital Group’s veteran equity portfolio manager Rob Lovelace offers his view on where stock markets are headed.

Capital Group 25th Feb 2026

Partner Zone

High yield: investing in a transformed credit ecosystem

The structural evolution of the high yield market has reshaped this asset class into something very different from its origins.

Capital Group 25th Feb 2026

Partner Zone

Macro brief: five questions on the European Central Bank – will it really hike interest rates in 2026?

Given her view that inflation risks in the euro area are higher than expected, Capital Group economist Beth Beckett suspects it won’t be long before the ECB adopts a hawkish bias.

Capital Group 25th Feb 2026

VIDEO

Baillie Gifford | China’s new growth leaders: inventing, not copying

Sophie Earnshaw, investment manager on Baillie Gifford’s China Equities Team, examines China’s new generation of growth companies. She explains why innovation – not imitation &nda...

Baillie Gifford 24th Feb 2026

Podcast

Baillie Gifford | China’s new growth leaders: inventing, not copying

Sophie Earnshaw, investment manager on Baillie Gifford’s China Equities Team, examines China’s new generation of growth companies. She explains why innovation – not imitation &nda...

Baillie Gifford 24th Feb 2026

Partner Zone

China’s new growth leaders: inventing, not copying

Sophie Earnshaw, investment manager on Baillie Gifford’s China Equities Team, examines China’s new generation of growth companies. She explains why innovation – not imitation &nda...

Baillie Gifford 24th Feb 2026

Podcast

Capital Group | Amazon CEO on leadership, innovation and customer obsession

In a company as massive as Amazon, fostering a culture of speed and innovation is a difficult task. But CEO Andy Jassy says the secret is being customer obsessed.

Capital Group 24th Feb 2026

Podcast

Capital Group | Rob Lovelace on the year ahead (2026 edition)

Capital Group portfolio manager Rob Lovelace, principal investment officer of New Perspective Fund, discusses his outlook for the global equity markets in 2026 and beyond.

Capital Group 24th Feb 2026

VIDEO

Baillie Gifford | An introduction to The Schiehallion Fund

Investment manager Peter Singlehurst outlines the rationale, structure and how Schiehallion can provide access to exceptional private growth businesses. Capital at risk.

Baillie Gifford 23rd Feb 2026

Partner Zone

An introduction to The Schiehallion Fund

Investment manager Peter Singlehurst outlines the rationale, structure and how Schiehallion can provide access to exceptional private growth businesses. Capital at risk.

Baillie Gifford 23rd Feb 2026

Business Toolkit

Inheritance tax - Give while you live

From April 2027, proposed changes will bring unused pensions into inheritance tax considerations – so what financial planning can you consider for your clients?

Fidelity Adviser Solutions 23rd Feb 2026

Partner Zone

Balanced by design: the banking AI play

Christine Baalham and Tom Record, portfolio managers of Fidelity World and Global Special Situations, explore the use of AI in banking.

Fidelity International 20th Feb 2026

Partner Zone

Rebuilding equity diversification: Four levers, one risk budget

In this paper on equity diversification in an era of geoeconomic fragmentation, Fidelity considers how shifts in the macro regime are reshaping the equity allocation debate, creating fresh challeng...

Fidelity International 20th Feb 2026

Partner Zone

Beyond large caps: identifying tomorrow’s leaders

Small- and mid-cap equities remain one of the least efficiently priced areas of global equity markets. Here, the experts behind Fidelity’s Global Future Leaders strategy reveal how they aim t...

Fidelity International 20th Feb 2026

Partner Zone

Japan equities: more reasons for optimism

Prime Minister Sanae Takaichi’s landslide victory in snap parliamentary elections gives investors more reasons to be optimistic about Japan.

Fidelity International 20th Feb 2026

Marketing Toolkit

Can emerging markets continue their streak of outperformance?

Fidelity explores some of the reasons why they think emerging markets can continue to outperform, and why the backdrop for the asset class remains compelling in 2026.

Fidelity International 20th Feb 2026

Partner Zone

US equities: risk on as we enter 2026

After a tumultuous but ultimately positive 2025, Fidelity believes the near-term outlook for US equities looks favourable, underpinned by continued economic growth, supportive policy shifts, and on...

Fidelity International 20th Feb 2026

Partner Zone

Renewed horsepower for China in the Year of the Horse

With the Year of the Fire Horse symbolising energy, ambition and endurance, Fidelity examines the macro and micro factors that are combining to strengthen the investment outlook for Asia’s la...

Fidelity International 20th Feb 2026

Analysis & Opinion

The Week: The ‘AI loser trade’

The market is hunting for potential losers from AI. It may have got ahead of itself.

Adviser-Hub 19th Feb 2026

Analysis & Opinion

GBP stablecoins: can digital cash finally go mainstream?

Stablecoins promise faster, cheaper and more transparent payments. Aberdeen considers whether new regulation can help the UK – and its financial institutions – capture this opportunity....

Aberdeen Investments 19th Feb 2026

Analysis & Opinion

Market view: Can emerging markets continue their streak of outperformance?

Fidelity explores some of the reasons why they think emerging markets can continue to outperform, and why the backdrop for the asset class remains compelling in 2026.

Fidelity International 19th Feb 2026

Partner Zone

Schiehallion: investing in the era of private megacaps

Baillie Gifford’s Gustav Venter explains why the rise of private-company megacaps requires a fund that can traverse the divide between private and public markets.

Baillie Gifford 18th Feb 2026

VIDEO

Fidelity Adviser Solutions | Closing the Retirement Readiness Gap – Planning Effectively and Managing Expectations

This video uncovers behavioural insights that help advisers make retirement planning feel real, relevant, and motivating for clients. Learn how to bridge the empathy gap, reduce uncertainty, and us...

Fidelity Adviser Solutions 18th Feb 2026

Analysis & Opinion

The rise of grounded sustainability and why it's here to stay

Aberdeen explores whether grounded sustainability can drive lasting value and practical change.

Aberdeen Investments 17th Feb 2026

Partner Zone

Defence vs. offence

The post-Cold War order is fading, giving way to a more friction-prone, multipolar world. FSSA Investment Managers outline the implications for portfolios, their defence exclusions, and how they&rs...

FSSA Investment Managers 17th Feb 2026

Partner Zone

Investment Outlook Introduction: February 2026

Geopolitical tension, AI disruption and the arrival of a new Fed chair. What could shape markets next?

Aberdeen Investments 17th Feb 2026

Partner Zone

Macro: 8 issues that will define the investment landscape in 2026

A strengthening US economy, shifting geopolitical currents and diverging monetary policy moves characterise the outlook. Understanding these forces will be critical for investors navigating a more...

Aberdeen Investments 17th Feb 2026

Partner Zone

Equities: How emerging markets help investors escape US AI mania

With US equities ‘priced for perfection’ and market concentration at historic highs, emerging markets may offer a more balanced path to growth, and a way to reset portfolio risk.

Aberdeen Investments 17th Feb 2026

Partner Zone

US small caps primed to lead in 2026

Is 2026 shaping up as the year US small caps reclaim market leadership convincingly?

Aberdeen Investments 17th Feb 2026

Partner Zone

Fixed Income: finding income in the crossover credit 'sweet spot'

Discover why the BBB–BB crossover universe has become one of the most compelling areas of global credit — offering high-yield-like income without venturing into the riskiest parts of th...

Aberdeen Investments 17th Feb 2026

Partner Zone

GBP Stablecoins: Can digital cash finally go mainstream?

Stablecoins promise faster, cheaper and more transparent payments. But can new regulation help the UK — and its financial institutions — capture this opportunity?

Aberdeen Investments 17th Feb 2026

Partner Zone

The rise of grounded sustainability and why it's here to stay

Can grounded sustainability drive lasting value and practical change?

Aberdeen Investments 17th Feb 2026

Partner Zone

Emerging markets equities: have we seen the top?

EM’s rally has raised big questions – and the real story sits beneath the headlines.

Aberdeen Investments 17th Feb 2026

Partner Zone

A steadier stride: investing in a changed China in the Year of the Horse

As China moves into the Year of the Horse, Ninety One assesses whether the horse’s association with strength and dynamism will be reflected in how China’s markets are positioned to perf...

Ninety One 17th Feb 2026

Partner Zone

Why it pays to be active in EM equities

Capital is returning to emerging market equities after a prolonged period of outflows. Ninety One explores why emerging markets reward active investors.

Ninety One 17th Feb 2026

Analysis & Opinion

Positive Conversations – with Baillie Gifford

Discover the difference made by dialogue in Positive Change’s latest ESG and engagement report.

Baillie Gifford 17th Feb 2026

VIDEO

Fidelity Adviser Solutions | Closing the Retirement Readiness Gap – Building Trust and Confidence

This quick video reveals how advisers can use behavioural science t...

Fidelity Adviser Solutions 17th Feb 2026

Partner Zone

Aberdeen's house view: staying invested, being diversified

A resilient global cycle continues to support calculated risk taking. Global growth remains solid, inflation is easing, and policy is gradually loosening — all supportive for asset markets, d...

Aberdeen Investments 17th Feb 2026

Partner Zone

Fragmenting systems, cultural change

Baillie Gifford investment manager, Dave Bujnowski, on how US culture is becoming chaotic, wreaking havoc for many but creating opportunities for certain types of businesses.

Baillie Gifford 16th Feb 2026

Partner Zone

The world is about to get 'weird'

Baillie Gifford’s Tom Slater, head of US equities, on why avoiding US growth stocks is perilous: AI infrastructure investment, asymmetric returns, and the paradigm shift explained.

Baillie Gifford 16th Feb 2026

Partner Zone

Yarak – culture in the age of AI

Baillie Gifford’s Kirsty Gibson, investment manager, explains what happens to great company cultures in the age of AI? Does it become irrelevant – a luxury in a world of automated execu...

Baillie Gifford 16th Feb 2026

Partner Zone

Europe: a new growth trajectory powered by reform and investment

For investors willing to take a medium to long term view, the region presents a broadening landscape of investment opportunities, says Capital Group.

Capital Group 13th Feb 2026

Partner Zone

Is there still value in European equities?

With pessimism deeply embedded in prices and expectations low, Fidelity’s investment team highlights why the selective upside for Europe is now increasingly compelling.

Fidelity International 13th Feb 2026

Partner Zone

How geopolitical shocks are benefiting transition materials investors

With countries increasingly looking to build strategic reserves of important commodities and secure energy independence, Fidelity believes the outlook for many commodity producers looks bright.

Fidelity International 13th Feb 2026

Partner Zone

Equity income: opportunities in a challenging global market

Fidelity global equity income portfolio manager Tristan Purcell highlights the benefits of a defensive, dividend-based approach in the current environment – and where he sees attractive inves...

Fidelity International 13th Feb 2026

Partner Zone

Income-ing! A new way to access elevated yields

In a world where the search for stable income is increasingly complex, the newly repurposed Fidelity Global High Income Bond Fund takes a broad, quality focused approach to capturing compelling opp...

Fidelity International 13th Feb 2026

Partner Zone

Separating AI fears from software fundamentals

Fidelity Global Technology portfolio manager Hyun Ho Sohn believes that, while AI is clearly a transformative technology, market reactions have once again moved faster than underlying fundamentals....

Fidelity International 13th Feb 2026

Partner Zone

DeepSeek one year on: separating fundamentals from noise

One year on from the launch of DeepSeek, China’s renewed artificial intelligence momentum raises key questions for investors; does it reflect a cyclical surge in enthusiasm, or a deeper struc...

Fidelity International 13th Feb 2026

Partner Zone

Unique opportunities in global mid- and small-caps

The team behind Fidelity’s Global Future Leaders strategy highlight the unique investment opportunities to be found within the mid- and small-cap markets.

Fidelity International 13th Feb 2026

Partner Zone

Conversations with the C-Suite

Fidelity’s portfolio managers are accustomed to challenging some of the world’s highest-profile CEOs before deciding whether to invest in their companies. In this series, viewers take a...

Fidelity International 13th Feb 2026

Partner Zone

Could US GDP growth hit 5% this year?

What needs to happen to return to the days of 5% growth? A lot. But Capital Group’s Jared Franz believes it’s within the realm of possibility.

Capital Group 13th Feb 2026

Partner Zone

From politics to portfolios: the market impact of rising populism

For investors, says Capital Group, the task is not to dismiss populism outright, but to navigate it selectively.

Capital Group 13th Feb 2026

Podcast

Capital Group | Finding durable value in high yield tech & financials

Capital Group fixed income investment analyst Sandro Lazzarini joins investment director David Bradin to discuss high-yields – an often-overlooked area.

Capital Group 12th Feb 2026

Analysis & Opinion

The Week: She’s big in Japan

Sanae Takaichi scored a decisive victory in Japan’s election at the weekend. Could she unleash animal spirits in the country’s economy?

Adviser-Hub 12th Feb 2026

Analysis & Opinion

Market view: The case for Europe

For investors willing to take a medium- to long term view, the region presents a broadening landscape of investment opportunities, says Capital Group.

Capital Group 12th Feb 2026

Analysis & Opinion

Unprompted insight: the human edge

In an AI-saturated world, Baillie Gifford believes face-to-face conversations with company leaders can reveal what metrics miss.

Baillie Gifford 12th Feb 2026

Analysis & Opinion

Market view: A steadier stride: investing in a changed China in the Year of the Horse

As China moves into the Year of the Horse, Ninety One assesses whether the horse’s association with strength and dynamism will be reflected in how China’s markets are positioned to perf...

Ninety One 12th Feb 2026

VIDEO

Aberdeen Investments | Navigating 2026: Equity Market Outlook Amid Tech Concentration and Growth Opportunities

Join Aberdeen’s latest Macro Outlook webinar featuring Luke Bartholomew, Deputy Chief Economist, and Ross Olusanya, Quantitative Investment Director, as they explore the evolving market lands...

Aberdeen Investments 12th Feb 2026

VIDEO

Aberdeen Investments | MyFolio Q4 Webinar

Watch the full recording of Aberdeen’s MyFolio Q4 webinar featuring Robert Bowie, Senior Investment Director, and Luke Bartholomew, Deputy Chief Economist.

Aberdeen Investments 12th Feb 2026

Podcast

Ninety One | Why a Fed reset doesn’t change the bigger picture for US assets

A credible Fed nominee may soothe ‘Irritable Powell Syndrome’, but it doesn’t alter the structural forces driving global diversification, according to Ninety One’s Sahil Mah...

Ninety One 12th Feb 2026

Podcast

Capital Group | Why being an investment analyst is the “best job in the world”

Capital Group investment analyst Kelly Murphy shares her journey from trading to investing and explains why learning for a living makes this role so dynamic and rewarding.

Capital Group 12th Feb 2026

Podcast

Capital Group | 2026 outlook

Capital Group chief investment officer Martin Romo and portfolio manager Pramod Atluri share their 2026 outlook for the global economy and markets, and the implications for investors’ portfol...

Capital Group 12th Feb 2026

Market Updates

Global updates: A volatile start to 2026

Geopolitics returned to the spotlight in January, and the price of gold climbed above US$5,000 per ounce for the first time, driven up by intensifying concerns over the geopolitical and financial o...

Adviser-Hub 11th Feb 2026

Market Updates

UK market review: Geopolitics rattle markets in January

The FTSE 100 Index began 2026 with a bang, breaching 10,000 points for the first time ever. Investor sentiment was rattled during January by mounting geopolitical tensions and surging gold prices a...

Adviser-Hub 11th Feb 2026

Market Updates

Market briefings looking back at January

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

Adviser-Hub 11th Feb 2026

VIDEO

Fidelity International | Market Minutes: A cyclical upswing

This month Caroline Shaw explains our shift to greater cyclical exposure, driven by strong growth and supportive policy, adding US mid caps and broad commodities to capture growth while managing in...

Fidelity International 11th Feb 2026

Partner Zone

Market Minutes: A cyclical upswing

Fidelity International 11th Feb 2026

Partner Zone

Bitcoin market update: Navigating the recent correction

With Bitcoin down about a quarter this year amid sharp volatility, our Digital Assets Team examine the drivers of recent crypto market moves and consider potential developments ahead for investors....

Fidelity International 11th Feb 2026

Partner Zone

Equal Weighting: the antidote to concentration or another risk in disguise?

How does an Enhanced Index strategy manage the risks market cap and equal weight embed?

Aberdeen Investments 11th Feb 2026

Partner Zone

What's the MyFolio team expecting in 2026, and how are we positioned?

Aberdeen’s MyFolio Q4 2025 review: diversification with solid foundations.

Aberdeen Investments 11th Feb 2026

Partner Zone

Eight key questions for 2026

Aberdeen consider key questions facing the global economy and markets in 2026, including the outlook for US growth and the labour market, monetary policy under the next Fed chair, whether there is...

Aberdeen Investments 11th Feb 2026

Partner Zone

What does 2026 hold for macro and markets?

Insights from Aberdeen’s economic research team on navigating 2026’s anticipated economic and geopolitical themes.

Aberdeen Investments 11th Feb 2026

Partner Zone

The monthly macro outlook video: January 2026

Global tensions are rising fast. How will Venezuela’s upheaval and new US tariff threats reshape markets? Discover the key geopolitical shifts driving 2026 in Aberdeen’s latest video.

Aberdeen Investments 11th Feb 2026

Partner Zone

Will the trade war become a capital war?

As global tensions grow attention is shifting from tariffs on goods to restrictions on the flow of money. What would a capital war look like — and who would get hurt?

Aberdeen Investments 11th Feb 2026

Business Toolkit

Capital Gains and Investment Accounts

At face value, calculating the gains or losses on an investment seems a relatively straightforward process. In reality, it can be quite complicated. In this video, Fidelity Adviser Solutions' P...

Fidelity Adviser Solutions 10th Feb 2026

VIDEO

Fidelity Adviser Solutions | Unlocking the psychology of retirement – Key findings

This short video reveals key insights from new behavioural research showing that retirement readiness isn’t just about money – it’s deeply emotional. Learn how identity, confidenc...

Fidelity Adviser Solutions 9th Feb 2026

VIDEO

Fidelity Adviser Solutions | Closing the retirement readiness gap – Improving financial self-efficacy

This quick video explores how boosting financial self efficacy can close the retirement readiness gap –especially for clients who have the assets but lack confidence. Discover practical behav...

Fidelity Adviser Solutions 9th Feb 2026

Analysis & Opinion

What's your growth flavour?

Three investment managers. Three different approaches to growth investing. But can all of them be right? Baillie Gifford tells us more.

Baillie Gifford 5th Feb 2026

Analysis & Opinion

Dynamic global fixed income: investing across the cycle

Capital Group believes a flexible investment approach can enable investors to diversify exposure dynamically across regions, sectors, and currencies, introducing less traditional and contrarian sou...

Capital Group 5th Feb 2026

Analysis & Opinion

The Week: Technology troubles?

The technology sector has looked wobbly over the past week. High valuations leave it vulnerable.

Adviser-Hub 5th Feb 2026

Partner Zone

Fidelity Answers: what will falling US interest rates mean for my portfolio?

The start of 2026 has revealed new problems with the global macroeconomic backdrop to financial markets. Fidelity Answers explores implications for investors and practical steps forward.

Fidelity International 5th Feb 2026

Partner Zone

A once-in-a-generation opportunity

While US mega caps continue to dominate the conversation, Ninety One sees select companies in Asia and other emerging markets that have quietly become indispensable players in the global AI value c...

Ninety One 3rd Feb 2026

Partner Zone

An attractive alternative to the concentrated trade

Quality and Value may have had differing return profiles in 2025, but Ninety One firmly believes they are complementary active approaches to investing within the UK.

Ninety One 3rd Feb 2026

Partner Zone

Beware the crowded trade

If investors turn their attention to rising concentration and valuation risks in the market and the AI theme becomes less dominant, Ninety One expects the defensive qualities of select stocks to re...

Ninety One 3rd Feb 2026

Analysis & Opinion

China: investing in the world’s first electro-state

Following recent research trips, the Ninety One Global Environment team report back from the world’s first ‘electro-state’.

Ninety One 3rd Feb 2026

Analysis & Opinion

Climate Scenarios summary: part 3

Baillie Gifford’s new scenario explores the current trend of energy addition, not transition, where clean power scales rapidly atop a persistent fossil base.

Baillie Gifford 3rd Feb 2026

Analysis & Opinion

Investing in a power supercycle

Fidelity Climate Solutions portfolio manager Alexander Laing discusses how investors can tap into a multi-year structural runway for renewables and the equipment that enables them, and outlines opp...

Fidelity International 3rd Feb 2026

Analysis & Opinion

The Week: The Mag7: a slow deflation looms

The end of the Mag7 bubble may be a slow deflation rather than a dramatic bang.

Adviser-Hub 29th Jan 2026

Analysis & Opinion

Market view: Unique opportunities in global mid- and small-caps

The team behind Fidelity’s Global Future Leaders strategy highlight the unique investment opportunities to be found within the mid- and small-cap markets.

Fidelity International 29th Jan 2026

Analysis & Opinion

Market view: UK real estate market outlook – Q1 2026

UK real estate looks set to deliver healthy returns in 2026. Aberdeen explains why.

Aberdeen Investments 29th Jan 2026

Analysis & Opinion

The forge of intelligence

From models to matter, Baillie Gifford investment manager John MacDougall explores the rise of physical AI.

Baillie Gifford 29th Jan 2026

Partner Zone

How US midterm elections affect the markets

This pivotal contest is just ten months away, says Capital Group – and the campaign starts in earnest next month when President Donald Trump delivers the State of the Union Address.

Capital Group 29th Jan 2026

VIDEO

Baillie Gifford | Scottish Mortgage Portfolio Update Q4 2025

Investment Specialist Hamish Maxwell reflects on the 'Golden Age of Change' driven by AI, highlights strategic portfolio exposure in transformational growth areas, and reviews recent trades...

Baillie Gifford 28th Jan 2026

Partner Zone

Scottish Mortgage Portfolio Update Q4 2025

Investment Specialist Hamish Maxwell reflects on the 'Golden Age of Change' driven by AI, highlights strategic portfolio exposure in transformational growth areas, and reviews recent trades...

Baillie Gifford 28th Jan 2026

Podcast

Ninety One | Energy, geopolitics, and markets: reflections from Miami

Sahil Mahtani, Director of Ninety One’s Investment Institute, and Paul Gooden, Portfolio Manager for Global Natural Resources, discuss Venezuela and broader energy themes following the Goldma...

Ninety One 28th Jan 2026

Podcast

Capital Group | Building resilience into portfolios over the long term

Equity portfolio manager Aline Avzaradel discusses her approach to building resilient portfolios, shaped by experiences ranging from growing up during Brazil’s hyperinflation to investing thr...

Capital Group 28th Jan 2026

Podcast

Capital Group | European utilities: unlocking growth in the grid revolution

Capital Group equity investment analyst and portfolio manager Bobby Chada outlines what European utilities companies can bring to a portfolio and why their traditional ‘boring’ label is...

Capital Group 28th Jan 2026

Podcast

Capital Group | Washington watch: outlook for the US midterm elections

Capital Group political economist Matt Miller discusses his outlook for the US midterm elections, along with other major events that are likely to shape the policy landscape in the new year.

Capital Group 28th Jan 2026

Partner Zone

UK real estate market outlook Q1 2026

UK real estate looks set to deliver healthy returns in 2026.

Aberdeen Investments 27th Jan 2026

Partner Zone

Market Minutes: The four key themes we're closely monitoring

Discover the key themes shaping markets as we head into 2026, from AI-driven growth to shifting global monetary policy. In this Market Minutes update, portfolio manager Chris Forgan breaks down the...

Fidelity International 27th Jan 2026

VIDEO

Fidelity Adviser Solutions | Financial planning considerations at tax year end

Watch Fidelity’s experts – Paul Richards, Paul Squirrell, and Jon Hale – in this 45-minute discussion as they unpack the latest developments in retirement and tax planning. They c...

Fidelity Adviser Solutions 27th Jan 2026

Partner Zone

Scottish Mortgage 2026 Forum: The Golden Age of Change

At Scottish Mortgage’s early 2026 forum for professional investors, managers Tom Slater and Lawrence Burns argued we are entering a “Golden Age of Change” – a period of inte...

Baillie Gifford 27th Jan 2026

Partner Zone

Why physical climate risk demands investor attention

Physical climate risk is no longer a niche concern – it’s a core investment issue. Find out why.

Aberdeen Investments 26th Jan 2026

Partner Zone

UK small caps: our festive stocking fillers

The companies Aberdeen think could be the real gifts under the tree.

Aberdeen Investments 26th Jan 2026

Partner Zone

Private markets outlook 2026: navigating opportunities through structural change

See how private markets are evolving to offer resilience and growth in 2026.

Aberdeen Investments 26th Jan 2026

Partner Zone

Navigating EMD: risks, rewards and what's ahead

Which EMD trends will define 2026? Discover where the strongest opportunities lie, what risks to watch and why active investors may have the edge.

Aberdeen Investments 26th Jan 2026

Partner Zone

Systematic investing: demystifying the science behind smarter portfolios

Quant investing harnesses data, technology and disciplined processes to deliver consistent, transparent and adaptable outcomes. Here’s how Aberdeen approach the science behind smarter portfol...

Aberdeen Investments 26th Jan 2026

Partner Zone

Your top ten factor-based enhanced index FAQs

What are factors? What’s an enhanced index fund? Aberdeen address your questions.

Aberdeen Investments 26th Jan 2026

Partner Zone

Navigating 2026: Equity Market Outlook Amid Tech Concentration and Growth Opportunities

How can investors manage AI and tech concentration risk? Sign up for Aberdeen’s live Macro Outlook 2026 webinar.

Aberdeen Investments 26th Jan 2026

VIDEO

Fidelity International | Market Minutes: The four key themes we're closely monitoring

Fidelity International 26th Jan 2026

Partner Zone

Hidden GEMs: an EM debt investor’s navigation guide to 2026

After a year that pushed EM debt further into the mainstream, Ninety One believes opportunities to capture alpha persist across regions and instruments.

Ninety One 23rd Jan 2026

Partner Zone

Navigating the Year of the Horse

Ninety One sees abundant opportunities in the Chinese equity market, which still trades at a notable discount to developed markets.

Ninety One 23rd Jan 2026

Partner Zone

Nearer the start of a multi-year cycle

Emerging markets outperformance tends to happen in multi-year cycles. The question for 2026, says Ninety One, is whether we are closer to the end or the beginning of this EM cycle.

Ninety One 23rd Jan 2026

Partner Zone

Maintain a laser focus on stock selection in a broadening market

2025 was marked by substantial volatility on an ultimately upward trend. Ninety One expects the sharp divergence across winners and losers to continue, and this lends itself to a disciplined approa...

Ninety One 23rd Jan 2026

Partner Zone

Goldilocks prevails: investing in 2026

After a disorienting 12 months, investors need to recalibrate their perceptions of risk – but while conditions appear ‘just right’, Ninety One believes thoughtful positioning is r...

Ninety One 23rd Jan 2026

Partner Zone

Defence remains key

2026 opens with uneven growth, elevated debt and valuations that leave little margin for error. Resilience and precision in positioning will matter more than ever.

Ninety One 23rd Jan 2026

Partner Zone

ETFs at Fidelity: under the hood

The ETF market is diverse, and not all funds are created equal. Fidelity outlines some of the key factors that differentiate their ETFs.

Fidelity International 23rd Jan 2026

Partner Zone

The Investor’s Guide to Asia: will 2026 be the year for India?

External shocks and domestic challenges made 2025 a tough year for Indian equities. Fidelity’s Nitin Mathur discusses a possible turnaround in 2026 and why we should focus more on India&rsquo...

Fidelity International 23rd Jan 2026

Partner Zone

Diversification is an edge, not a compromise

Fidelity reveals how diversification across geographies, styles and time horizons can enhance portfolio resilience while supporting long-term value creation for investors in its Fidelity Global Spe...

Fidelity International 23rd Jan 2026

Partner Zone

Events in Venezuela: market implications

The market impact of the US military strike on Venezuela is likely to be concentrated around the country’s debt. Any escalation could entail wider repercussions but, says Fidelity, that seems...

Fidelity International 23rd Jan 2026

VIDEO

Baillie Gifford | Smarter models, sharper founders: growth investing in the AI era

Baillie Gifford’s Kyle McEnery shares his approach to meeting the entrepreneurs building the future – including encounters with AppLovin, Anthropic, NVIDIA, Roblox and Reddit. Capital a...

Baillie Gifford 22nd Jan 2026

Podcast

Baillie Gifford | Smarter models, sharper founders: growth investing in the AI era

Baillie Gifford’s Kyle McEnery shares his approach to meeting the entrepreneurs building the future – including encounters with AppLovin, Anthropic, NVIDIA, Roblox and Reddit. Capital a...

Baillie Gifford 22nd Jan 2026

Partner Zone

Smarter models, sharper founders: growth investing in the AI era

Baillie Gifford’s Kyle McEnery shares his approach to meeting the entrepreneurs building the future – including encounters with AppLovin, Anthropic, NVIDIA, Roblox and Reddit. Capital a...

Baillie Gifford 22nd Jan 2026

VIDEO

Baillie Gifford | Monthly Income Fund Q4 – Investment Update

Head of Credit Lesley Dunn gives an update on the Monthly Income Fund covering Q4 2025.

Baillie Gifford 22nd Jan 2026

Partner Zone

Monthly Income Fund Q4 – Investment Update

Head of Credit Lesley Dunn gives an update on the Monthly Income Fund covering Q3 2025.

Baillie Gifford 22nd Jan 2026

Analysis & Opinion

The Week: Flows reverse for UK funds

As UK funds reverse their long-running outflows, could it be the turning point that many UK managers have been waiting for?

Adviser-Hub 22nd Jan 2026

Analysis & Opinion

Washington watch: outlook for the US midterm elections

Capital Group political economist Matt Miller discusses his outlook for the US midterm elections, along with other major events that are likely to shape the policy landscape in the new year.

Capital Group 22nd Jan 2026

Analysis & Opinion

Crowding at the waterhole: finding winners beyond megacaps

Index crowding into megacaps can leave investors overexposed. Baillie Gifford believes that patient teams look beyond the obvious for winners.

Baillie Gifford 22nd Jan 2026

Analysis & Opinion

Your top ten factor-based enhanced index FAQs

What are factors? What’s an enhanced index fund? Aberdeen addresses your questions.

Aberdeen Investments 22nd Jan 2026

Business Toolkit

Does saving into a pension still make sense?

Fidelity's Paul Squirrell breaks down the real impact of the 2027 IHT shift, the numbers advisers actually need to see, and why pensions still deliver exceptional value – despite the head...

Fidelity Adviser Solutions 20th Jan 2026

Analysis & Opinion

Investing in an evolving energy transition

Emerging markets have become the new growth engine of the transition, says Ninety One, with Chinese exports of clean technologies allowing countries to electrify and industrialise more cleanly and...

Ninety One 20th Jan 2026

Analysis & Opinion

Defence and ESG: navigating a strategic shift in a fragmented world

Geopolitical tensions and evolving security priorities have pushed defence up the investment agenda. Against this backdrop, Fidelity believes that understanding how defence fits within sustainable...

Fidelity International 20th Jan 2026

Analysis & Opinion

The future of health care: Medtech’s innovation hotspots

Innovative medical technology (medtech) that helps address some of rising challenges to health and well-being offers significant growth potential. Capital Group explains.

Capital Group 20th Jan 2026

Partner Zone

MyFolio Q4 Webinar

Join our MyFolio Q4 Webinar for a macroeconomic outlook and review of the MyFolio Fund ranges.

Aberdeen Investments 16th Jan 2026

VIDEO

Baillie Gifford | Cautious Managed Fund

Investment Managers Steven Hay and Iain McCombie present the Cautious Managed Fund. A one-stop shop to the best ideas at Baillie Gifford for clients who require a more balanced portfolio, leveragin...

Baillie Gifford 15th Jan 2026

Partner Zone

Cautious Managed Fund

Baillie Gifford 15th Jan 2026

Partner Zone

Rethinking diversification in an age of higher correlations

Rising positive correlations across asset returns are undermining traditional diversification benefits. Fidelity's Stacie Mitchinson explains why investors may need to rethink portfolio constru...

Fidelity International 15th Jan 2026

Analysis & Opinion

The Week: Why don’t markets care about Donald Trump?

It’s been a tumultuous start to the year, with 2026 promising to be another noisy year, but financial markets are shrugging it off.

Adviser-Hub 15th Jan 2026

Analysis & Opinion

How to thrive amid a confluence of generational shifts

What is particularly unique and exciting for investors about this current juncture is that there appears to be a confluence of transformational and multi-generational shifts occurring simultaneousl...

Capital Group 15th Jan 2026

Podcast

Ninety One | Venezuela: on the ground in Caracas with International Crisis Group

Ninety One’s Sahil Mahtani and Nicolas Jaquier are joined by Phil Gunson, Senior Analyst at the International Crisis Group, for an on-the-ground perspective on the rapidly evolving situation...

Ninety One 14th Jan 2026

Podcast

Baillie Gifford | Emerging market companies leapfrogging western rivals

Baillie Gifford investment manager Alice Stretch explores disruptive businesses in Asia and Latin America.

Baillie Gifford 14th Jan 2026

Podcast

Capital Group | Banking on the big picture: how patience can pay off

European banks have rallied, but is this just a fleeting moment or the beginning of a lasting trend? Join Capital Group’s Mike Gitlin and Alfonso Barroso as they piece together the bigger pic...

Capital Group 14th Jan 2026

Podcast

Capital Group | Will AI take your job?

Capital Group economist Jared Franz explores whether AI will take our jobs, sharing insights on which roles are most vulnerable, why companies may favour experienced hires, and how AI could reshape...

Capital Group 14th Jan 2026

Podcast

Capital Group | Luxury unwrapped: inside apex brands and their fabulousness budgets

Amidst changing consumer preferences and shifting trade dynamics, Capital Group’s investment director Natalya Zeman and equity investment analyst Frank Beaudry discuss the dynamics of Europe&...

Capital Group 14th Jan 2026

Podcast

Capital Group | How analysts think about banks: AI, regulation and the consumer

Navigating the banking sector is no simple feat, especially amid AI-driven disruption and evolving regulations. For the past eight years at Capital Group, equity analyst Matt Antle has embraced thi...

Capital Group 14th Jan 2026

Podcast

Aberdeen Investments | Toy factories to TSMC: Taiwan’s transformation

Aberdeen Investments’ Nick Robinson sits down with Catriona Macnair to discuss her recent trip to Taiwan.

Aberdeen Investments 14th Jan 2026

Business Toolkit

Tax year end planning tools and resources

With the tax year end approaching, why not check out Fidelity Adviser Solutions' dedicated web hub?

Fidelity Adviser Solutions 13th Jan 2026

Partner Zone

How to thrive amid a confluence of generational shifts

Capital Group 13th Jan 2026

Partner Zone

Powering AI — energy crunch sparks investment surge

Overall, what is unfolding is a fundamental shift for the power industry, which has undergone a decade of stagnant consumption.

Capital Group 13th Jan 2026

Partner Zone

The Great Global Restructuring

Capital Group explores how AI, trade, the US debt and dollar outlook are reshaping the investment landscape.

Capital Group 13th Jan 2026

Partner Zone

2026 Investment Outlook

Capital Group's 2026 outlook explores market-driving issues, including tariff uncertainty, the challenge of high valuations, corporate earnings expectations, and how sticky inflation and weaken...

Capital Group 13th Jan 2026

Market Updates

Global updates: Double-digit gains in 2025

Despite a tumultuous year, global markets ended 2025 strongly, with many major indices notching up double-digit gains over the year in the face of geopolitical instability and trade tensions.

Adviser-Hub 9th Jan 2026

Market Updates

UK market review: FTSE 100 achieves best year since 2009

2025 proved to be a standout year for the FTSE 100 Index, which notched up its best annual performance since 2009 and outperformed US equity markets over the year.

Adviser-Hub 9th Jan 2026

Market Updates

Market briefings looking back at December

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

Adviser-Hub 9th Jan 2026

Partner Zone

China remains underappreciated and undervalued

While improving geopolitical and economic conditions have buoyed equities, Fidelity believes China’s innovation and long-term potential are yet to be fully recognised.

Fidelity International 9th Jan 2026

Analysis & Opinion

The Week: The year of emerging markets?

Emerging markets were a standout performer from 2025, and may have further to run in the year ahead.

Adviser-Hub 8th Jan 2026

Analysis & Opinion

Market view: EM: getting beyond the broken record

World-class companies await investors willing to look past ‘smash hit’ index heavyweights. Baillie Gifford tells us more.

Baillie Gifford 8th Jan 2026

Analysis & Opinion

Private markets outlook 2026: navigating opportunities through structural change

With Aberdeen Investments, see how private markets are evolving to offer resilience and growth in 2026.

Aberdeen Investments 8th Jan 2026

Partner Zone

Uncovering diversified sources of income

The portfolio managers of Fidelity’s Multi Asset Income strategy share their thoughts on current market conditions as we move into 2026.

Fidelity International 8th Jan 2026

Partner Zone

Opportunities for global equity income investors

Against a backdrop of high valuations, geopolitical risks and narrow equity market leadership, portfolio managers Jochen Breuer, Daniel Roberts, Aditya Shivram and Fred Sykes see attractive opportu...

Fidelity International 8th Jan 2026

Partner Zone

The current opportunity in unloved UK equities

Alex Wright, portfolio manager of Fidelity Special Situations and Special Values, shares his outlook for 2026 and outlines why UK equities continue to offer one of the most attractive valuation opp...

Fidelity International 8th Jan 2026

Partner Zone

Africa rising: the next frontier in fixed income

Africa’s role on the global economic stage is rising and the region’s fixed income markets have much to offer investors, including double-digit yields, strong return drivers, and powerf...

Ninety One 7th Jan 2026

Partner Zone

25 years of 4Factor investing

The 4Factor story is one of continuous learning, and over a quarter-century, Ninety One’s team has evolved its tools, sharpened its thinking and deepened its discipline, positioning 4Factor t...

Ninety One 7th Jan 2026

Analysis & Opinion

Why physical climate risk demands investor attention

Physical climate risk is no longer a niche concern – it’s a core investment issue. Find out why with Aberdeen Investments.

Aberdeen Investments 7th Jan 2026

Partner Zone

Asia for Asia

Fidelity Asia portfolio manager Teera Chanpongsang discusses the outlook for Asia ex-Japan equities in 2026.

Fidelity International 7th Jan 2026

Partner Zone

FT Adviser: In conversation with Caroline Shaw

In a recent FT Adviser interview, Fidelity’s Caroline Shaw explored some of the key trends shaping today’s investment outlook – including how AI tailwinds, gold strength and emerg...

Fidelity International 7th Jan 2026

Partner Zone

Rethinking diversification in an age of higher correlations

Global markets are entering a new regime in which asset returns are more positively correlated. In this environment, Fidelity believes investors may need to rethink portfolio construction to achiev...

Fidelity Adviser Solutions 7th Jan 2026

Partner Zone

Taking a selective approach to Asia Pacific equity opportunities in 2026

Fidelity Asia Pacific Opportunities portfolio manager Anthony Srom explains why he is cautiously optimistic about Asian equities' prospects for 2026.

Fidelity International 7th Jan 2026

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