Adviser-Hub articles

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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

fil_mmrebal150626 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

abrdn_multi300626 Partner Zone

Rethinking multi-asset investing

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

Aberdeen Investments 30th Jun 2026

cpg_midyear300626 Partner Zone

2026 midyear investment outlook

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

Capital Group 30th Jun 2026

cpg_four300626 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

cpg_bond300626 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

cpg_stock300626 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

cpg_growth300626 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

cpg_pitch300626 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

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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

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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

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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

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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

Article-Energy-Oil-01-smll2024 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

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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

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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

abrdn_dream230626 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

abrdn_multi230626 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

abrdn_resilience230626 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

abrdn_climate230626 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

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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

Article-Pension-01-smll2024 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

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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

abrdn_em190626 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

abrdn_income190626 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

abrdn_top190626 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

abrdn_emd190626 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

abrdn_interest190626 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

abrdn_sovere190626 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

abrdn_spacex190626 Partner Zone

SpaceX IPO: priced for the stars – and beyond

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

Aberdeen Investments 19th Jun 2026

abrdn_japan190626 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

Article-balance-01-smll2024 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

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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

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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

fil_mmrebal150626 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

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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

bg_dave1_pp 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

abrdn_real110626 Partner Zone

Real-world infrastructure expertise in focus

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

Aberdeen Investments 12th Jun 2026

Article-Buildings-FED-01-smll2024 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

hub-exclusives-banner-alternatives-35 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

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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

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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

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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

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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

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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

abrdn_decent100626 Analysis & Opinion

Decent work: a framework for investors

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

Aberdeen Investments 10th Jun 2026

nione_resilence100626 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

Article-Global-04-smll2024 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

Article-Search-05-smll2024 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

Article-Chart-03-smll2024 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

Article-London-01-smll2024 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

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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

sm_affirm_s4ep2-pp 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

sm_affirm_s4ep2-pp 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

Article-Chart-03-smll2024 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

fil_us010626 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

bg_room040626 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

hub-exclusives-banner-alternatives-34 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

cpg_euro020626 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

cpg_geop020626 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

cpg_transform020626 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

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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

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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

fil_fixed020626pdcast-1 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

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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

cpg_podcastimga 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

abrdn_enhanced010626 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

fil_us010626 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

fil_japan010626 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

fil_global010626 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

fil_fed010626-1 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

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