Adviser-Hub articles

Article-balance-01-smll2024 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

fil_unique290126ao 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

abrdn_ukreal220725 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

bg_forge290126ao 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

cpg_midterm290226 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

bg_smupdateq4280126vid 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

bg_smupdateq4280126smll 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

nione_energy280126 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

cgp_capconv100625 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

abrdn_analyst0900625 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

cpg_podcastimga 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

abrdn_ukreal270126 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

fil_mmcautiously260126smll-1 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

fasplanning270126 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

bg_goldenage280126-1 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

abrdn_physical_260126 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

abrdn_uksmll260126 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

abrdn_private260126 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

abrdn_navigate260126 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

abrdn_systematic260126 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

abrdn_top260126 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

abrdn_navgating2026smllimg 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

fil_mmcautiously260126 VIDEO

Fidelity International | 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 26th Jan 2026

ninone_hidden230126 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

nione_navigating230126 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

nione_near230126 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

nione_laser230126 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

nione_goldilocks230126 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

nione_defence230126 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

fil_etf230126 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

fil_india230126 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

fil_diverse230126 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

fil_venezuela230126 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

BaillieGifford_Podcast_Kyle McEnery-video 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

BaillieGifford_Podcast_KyleMcEnery-smllimg 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

BaillieGifford_Podcast_KyleMcEnery-smllimg 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

bg_monthlyinc220126smll-1 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

Article-London-01-smll2024 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

cpg_podcastimga 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

bg_waterhole220126 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

abrdn_topten220126 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

Article-Pension-01-smll2024 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

nione_investing200126esg 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

fil_defence200126esg 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

cpg_future200126esg 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

STA1125626678-001_INV_MyFolio Q4 Webinar_621 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

bg_caution_150126 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

bg_caution_150126 Partner Zone

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

fil_divers150126 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

Article-DonaldTrump-01-smll2024 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

cpg_thrive150126 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

nione_venezuela140126 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

bg_emerging140126 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

cpg_podcastimga 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

cpg_podcastimga 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

cpg_analystvw030425 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

cgp_capconv100625 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

abrdn_taiwan140126 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

Article-Search-05-smll2024 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

cpg_thrive130125 Partner Zone

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 13th Jan 2026

cpg_macro130126 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

cpg_global130126 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

cpg_outlook130126 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

Article-Chart-03-smll2024 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

Article-Time-01-smll20244 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

Article-Global-04-smll2024 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

fil_china2026 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

Article-Chart-01-smll2024 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

bg_em080125 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

abrdn_private080125 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

fil_uncover2026 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

nione_africa70126 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

nione_4factor70126 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

abrdn_climate70126 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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