Adviser-Hub articles

Article-Chart-03-smll2024 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

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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

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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

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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

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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

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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

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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

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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

bg_sophiee240226ppg 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

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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

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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

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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

Schiehallion_ppg 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

Article-Time-01-smll20244 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

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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

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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

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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

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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

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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

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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

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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

Article-Technology-04-smll2024 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

abrdn_gbp170226 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

fil_em190226ao 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

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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

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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

abrdn_rise170226 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

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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

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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

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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

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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

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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

abrdn_gbp170226 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

abrdn_rise170226 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

abrdn_emerg170226 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

nione_steadier120226 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

nione_pays170226 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

bg_positive170226 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

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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

abrdn_investing170226 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

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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

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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

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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

cpg_europe120226ao 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

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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

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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

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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

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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

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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

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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

fil_unique290126ao 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

fil_csuite130226 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

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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

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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

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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

Articles-Japan-01-smll2024 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

cpg_europe120226ao 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

bg_unprompt120226 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

nione_steadier120226 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

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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

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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

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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

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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

cpg_podcastimga 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

Article-Chart-04-smll2024 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

Article-Chart-01-smll2024 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

Article-Global-04-smll2024 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

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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

fil_mmcyclical110226ppg Partner Zone

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

fil_bitcoin110226 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

abrdn_equal110226 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

abrdn_myfolio110226 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

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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

abrdn_hold110226 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

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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

abrdn_trade110226 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

Article-business-01-smll2024 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

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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

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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

bg_growthao 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

cpg_dynamic050226_ao 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

Article-Technology-03-smll2024 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

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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

nione_once030226 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

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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

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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

nione_china030226esg 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

bg_climate030226esg 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

fil_invest030226esg 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

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