articles from Adviser-Hub

Adviser-Hub articles

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