Adviser-Hub articles

Article-Chart-04-smll2024 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

nione_picture300426ao 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

fil_rewriting300426ao 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

bg_invest300426ao 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

fil_case300426 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

fil_bond300426 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

fil_shifting300426 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

fil_china300426 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

fil_cash300426 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

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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

fil_financial1_290426 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

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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

Enveda290426vid 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

Enveda290426pp Partner Zone

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

mpslaunchwebinar_vid 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

sm-0426-q1update-v3_vid 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

sm-0426-q1update-v3_pp 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

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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

nione_global280426 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

nione_gem280426esg 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

fil_green280426esg 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

abrdn_charging280426esg 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

bg_build270426 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

abrdn_myfolio270426 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

abrdn_myfolioc270426 Partner Zone

MyFolio Core: why discipline matters in turbulent times

Celebrating a year of balance amid volatile markets. 

Aberdeen Investments 27th Apr 2026

abrdn_enhance270426 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

abrdn_data270426 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

abrdn_global270426 Partner Zone

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

Why infrastructure matters in volatile energy markets.

Aberdeen Investments 27th Apr 2026

abrdn_power270426 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

abrdn_infra270426 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

Article-Search-05-smll2024 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

mpslaunchwebinar_vid 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

nione_credit220426 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

Article-Chart-01-smll2024 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

cpg_ai220426 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

abrdn_ukreal270126 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

cpg_podcastimga 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

nione_credit220426 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

nione_new220426 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

cgp_capconv100625 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

cg_gold160426ao Partner Zone

Gold rush or fool’s gold?

Capital Group presents three views on surging gold prices.

Capital Group 22nd Apr 2026

cpg_ai220426 Partner Zone

AI’s return on investment debate

Capital Group addresses two simple questions.

Capital Group 22nd Apr 2026

cpg_fixed220426 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

fil_middlee210426 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

fil_bitcoin210426 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

fil_global210426 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

fil_middle160426ao 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

cpg_iran210426 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

bg_halo210426 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

Article-America-02-smll2024 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

fil_middle160426ao 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

cg_gold160426ao Analysis & Opinion

Gold rush or fool’s gold?

Capital Group presents three views on surging gold prices.

Capital Group 16th Apr 2026

abrdn_euro140426 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

nione_em140426 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

Article-Grow-02-smll2024 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

Article-China-01-smll2024 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

he_china3_100426 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

Article-DonaldTrump-01-smll2024 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

Article-Energy-Oil-01-smll2024 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

bg_MIFwebrecordingMarch2026vid 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

bg_MIFwebrecordingMarch2026pp Partner Zone

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

Article-Global-04-smll2024 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

fil_defend_070426 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

fil_off080426 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

fil_coin080426 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

fil_equity_080426 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

Article-business-01-smll2024 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

fil_middle070426pod 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

he_china2_070426 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

nione_iran070426pod 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

fil_middle070426pod 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

cpg_podcastimga 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

cpg_three070426 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

cpg_four070426 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

Article-Global-04-smll2024 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

bg_ipo070426 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

Article-China-01-smll2024 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

he_china1_020426 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

bg_uber020426ao 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

Article-Direction-05-smll2024 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

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