Adviser-Hub articles

Article-Technology-03-smll2024 Analysis & Opinion

The Week: A volatile week for the technology sector

There have been dramatic sell-offs in the technology sector as investors have started to fret about the durability of AI spending. 

Adviser-Hub 30th Jul 2026

fil_markets300726ao-1 Analysis & Opinion

Market view: Finding quality in emerging markets

Fidelity’s ETF team examine how emerging markets have performed this year, and discuss why now may be the time to combine quality and income in the search for disciplined, research-fuelled al...

Fidelity International 30th Jul 2026

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Fidelity International | Field Notes: Can a Swiss small cap become a tourism powerhouse?

Sometimes you have to go to the mountain to get the answers you need.

Fidelity International 27th Jul 2026

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Baillie Gifford | Scottish Mortgage Portfolio Update Q2 2026

Investment Specialist Chloé Darling-Stewart discusses SpaceX’s landmark IPO, why we sold Tesla after 13 years, and where we see new opportunities as AI reshapes demand for power.

Baillie Gifford 27th Jul 2026

sm_portfolio_updateq2_pp Partner Zone

Scottish Mortgage Portfolio Update Q2 2026

Investment Specialist Chloé Darling-Stewart discusses SpaceX’s landmark IPO, why we sold Tesla after 13 years, and where we see new opportunities as AI reshapes demand for power.

Baillie Gifford 27th Jul 2026

cgp_capconv100625 Podcast

Capital Group | Follow the research, not the crowd

After more than 30 years as a fixed income portfolio manager, Capital Group’s David Hoag has learned to trust the experts and not “invent your own wheel.”

Capital Group 27th Jul 2026

cpg_podcastimga Podcast

Capital Group | 2026 midyear outlook

Markets remain resilient despite geopolitical tensions, elevated inflation and policy uncertainty. Capital Group’s Martin Jacobs and Chitrang Purani explore what’s driving markets today...

Capital Group 27th Jul 2026

cpg_fixed270726pp Partner Zone

Fixed income perspectives

Capital Group’s latest bond markets insights outline current macro and market views from across Capital Group’s extensive fixed income team and offers insights on investors' bond ex...

Capital Group 27th Jul 2026

cpg_four270726pp Partner Zone

Four charts that expose market concentration risk

Capital Group’s charts help put today’s market concentration in perspective and underscore the need for greater diversification.

Capital Group 27th Jul 2026

cpg_position270726pp Partner Zone

Positioning portfolios for the next world order

The most recent transition is showing up in three important ways – Capital Group tells  us more.

Capital Group 27th Jul 2026

Article-Technology-04-smll2024 Analysis & Opinion

The Week: Man versus machine: machine wins again

AJ Bell’s biannual look at active versus passive shows active managers on the back foot.

Adviser-Hub 23rd Jul 2026

hub-exclusives-banner-alternatives-3 Analysis & Opinion

Resilience through diversification: navigating markets when correlations rise

Aberdeen explores why diversification isn’t broken, but evolving – and how a broader, multi-asset approach can help build portfolio resilience, manage volatility and navigate changing m...

Aberdeen Investments 23rd Jul 2026

bg_postive220726esg Analysis & Opinion

Positive Change Q2 investment update

Impact director Edward Whitten gives an update on Baillie Gifford’s Positive Change Strategy covering Q2 2026, and reflects on recent performance, portfolio changes and market developments.

Baillie Gifford 22nd Jul 2026

cgp_euro220726esg Analysis & Opinion

European construction: green shoots of growth?

Construction activity in Europe is poised for a gradual recovery. Here, Capital Group lays out three key considerations when investing in European cement and steel industries.

Capital Group 22nd Jul 2026

abrdn_short220726_pp-1 Partner Zone

Short Date Enhanced Income: a continuing role three years on

Aberdeen celebrates three years of Short Dated Enhanced Income. Explore how this bond solution aims to balance income generation, diversification and risk management.

Aberdeen Investments 22nd Jul 2026

abrdn_power220726_pp Partner Zone

Powering the future: What’s shaping global infrastructure today?

Aberdeen Investments explain the forces driving infrastructure equity for investors.

Aberdeen Investments 22nd Jul 2026

abrdn_gilt220725_pp Partner Zone

Why are UK gilt yields rising in a slowing economy?

Aberdeen explores what inflation, interest rates and fiscal risks could mean for gilt markets, and the implications for investors seeking income and stability.

Aberdeen Investments 22nd Jul 2026

abrdn_private220726_pp Partner Zone

Private markets: a shift from momentum to selectivity

Private markets are changing fast. As valuation-led returns become less dependable, where are returns coming from now?

Aberdeen Investments 22nd Jul 2026

abrdn_players220726_pp Partner Zone

Why even the world's best players need a team

Why even the world's best players need a team, the best portfolios are greater than their parts.

Aberdeen Investments 22nd Jul 2026

abrdn_euro220726_pp Partner Zone

European real estate market outlook Q3

What next for European real estate?

Aberdeen Investments 22nd Jul 2026

nione_opp210726pp Partner Zone

The UK equity opportunity: it pays to be selective

The recent surge in M&A activity confirms that the UK market remains attractive, but after a strong run over the past 18 months, Ninety One believes that stock selection has become increasingly...

Ninety One 21st Jul 2026

nione_latin210726pod Podcast

Ninety One | Lessons from Latin America’s elections extend far beyond the ballot

Recent election results point to a political pivot with positive implications for debt markets. Dynamics in this key region are reflective of broader shifts across the maturing EM debt market.

Ninety One 21st Jul 2026

nione_latin210726pod Partner Zone

Lessons from Latin America’s elections extend far beyond the ballot

Recent election results point to a political pivot with positive implications for debt markets. Dynamics in this key region are reflective of broader shifts across the maturing EM debt market.

Ninety One 21st Jul 2026

nione_equity160726ao Partner Zone

US-Iran conflict update: the “messy” part of the “resolution”

Recent days’ escalation over the Strait of Hormuz reinforces Fidelity’s view that a messy resolution is the most likely outcome to the conflict.

Fidelity International 17th Jul 2026

fil_mega170726 Partner Zone

Beyond the mega caps: broadening the EM investment lens

Emerging market equities are back in the spotlight and, while many of the largest constituents remain attractive, Fidelity believes compelling opportunities can also be found across sectors, market...

Fidelity International 17th Jul 2026

fil_inflation170726 Partner Zone

Inflation from the Gulf conflict is on its way – Analyst Survey

Fidelity International’s analysts reveal which sectors are most exposed to rising costs caused by the ongoing Middle East conflict.

Fidelity International 17th Jul 2026

fil_shift170726 Partner Zone

A shifting landscape demands a fresh approach to model portfolio management

With higher-for-longer interest rates, geopolitical uncertainty and shifting investor expectations, Fidelity’s Graham Folley examines how model portfoli...

Fidelity International 17th Jul 2026

fil_positioning170726 Partner Zone

Positioning for the next phase of the market

As markets refocus on growth, earnings and AI, Fidelity’s Chris Forgan and Caroline Shaw discuss where they see opportunities and how they are positioning portfolios for the second half of th...

Fidelity International 17th Jul 2026

fil_benefits170726 Partner Zone

Benefits of active gilt investing: alpha to be made

While passive strategies dominate the UK gilt fund sector, Fidelity’s Mike Riddell, Tim Foster and Ravin Seeneevassen explore the headwinds facing passive investors and the range of levers av...

Fidelity International 17th Jul 2026

fil_mmweigh150726vid Partner Zone

Market minutes - Positioning beyond the AI rally

Technology and AI continue to drive markets, but concentration risks are growing. Chris Forgan explains how we're positioning portfolios for a broader market rally.

Fidelity International 16th Jul 2026

Article-Time-01-smll20244 Analysis & Opinion

The Week: Hormuz Strait: déjà vu all over again

Tensions in the Middle East have resumed, kicking off a long summer of financial market uncertainty.

Adviser-Hub 16th Jul 2026

nione_equity160726ao Analysis & Opinion

Market view: The UK equity opportunity: it pays to be selective

The recent surge in M&A activity confirms that the UK market remains attractive, but after a strong run over the past 18 months, Ninety One believes that stock selection has become increasingly...

Ninety One 16th Jul 2026

fil_conflict160726ao Analysis & Opinion

US-Iran conflict update: the “messy” part of the “resolution”

Recent days’ escalation over the Strait of Hormuz reinforces Fidelity’s view that a messy resolution is the most likely outcome to the conflict.

Fidelity International 16th Jul 2026

fil_mmweigh150726vid VIDEO

Fidelity International | Market minutes - Positioning beyond the AI rally

Technology and AI continue to drive markets, but concentration risks are growing. Chris Forgan explains how we're positioning portfolios for a broader market rally.

Fidelity International 15th Jul 2026

nione_music150726pod-1 Podcast

Ninety One | The music is still playing. But for how long?

As AI euphoria drives markets to historic concentration levels, Ninety One addresses the question every investor should be considering: how much longer can the music play?

Ninety One 15th Jul 2026

fil_music150726pod-1 Podcast

Fidelity International | Fidelity Answers: where should I look if I need to play defence?

There is a rotation happening here, but it may not be the one you think.

Fidelity International 15th Jul 2026

cpg_podcastimga Podcast

Capital Group | Balancing act: investing amid the AI boom and the Iran war

Capital Group portfolio manager Paul Benjamin shares his thoughts on maintaining a balanced portfolio at a time when the world seems so unbalanced.

Capital Group 15th Jul 2026

cpgp_market150726 Partner Zone

A unique market moment and the case for active judgement

As this concentration grows amid investor euphoria, Capital Group’s Martin Romo believes the winners of this current period will need to be both bold and humble.

Capital Group 15th Jul 2026

cpgp_america150726 Partner Zone

America at 250 in six charts

At 250, the US economy remains the envy of the world, even as the global system undergoes dramatic changes. Six charts from Capital Group highlight its journey so far – and where it may be he...

Capital Group 15th Jul 2026

cpgp_construct150726 Partner Zone

European construction: Green shoots of growth?

Construction activity in Europe is poised for a gradual recovery. Here, Capital Group lays out three key considerations when investing in European cement and steel industries.

Capital Group 15th Jul 2026

abrdn_burnham290726pp Partner Zone

What does Andy Burnham's rise mean for the UK economy?

Aberdeen discusses what Manchesterism means in practice, whether devolution is a credible growth strategy and how a Burnham government might navigate financial markets. 

Aberdeen Investments 14th Jul 2026

nione_music150726pod-1 Partner Zone

The music is still playing. But for how long?

As AI euphoria drives markets to historic concentration levels, Ninety One addresses the question every investor should be considering: how much longer can the music play?

Ninety One 14th Jul 2026

Article-Animals-Dog-02-smll2024 Business Toolkit

Why the 4% rule shouldn’t be ‘the tail that wags the dog’

Rethinking retirement income strategies is more important than ever. Fidelity Adviser Solutions’ Paul Squirrell challenges the longstanding “4% rule”, exploring why a rigid w...

Fidelity Adviser Solutions 14th Jul 2026

bg_ai100726 Analysis & Opinion

The AI paradox: from carbon cost to climate dividend?

AI is energy-intensive, but it could also, over time, lower emissions by making energy systems more efficient. Baillie Gifford explains.

Baillie Gifford 10th Jul 2026

bg_energy100726 Analysis & Opinion

Energy systems in transition

Baillie Gifford believes that climate adaptation and corporate readiness offer lasting competitive advantages for portfolios.

Baillie Gifford 10th Jul 2026

nione_energy100726 Analysis & Opinion

Why a just energy transition requires an all-systems approach

Using South Africa as a live example, Ninety One’s paper explores why credible transition outcomes depend on the alignment of policy, infrastructure, capital and communities, and the role inv...

Ninety One 10th Jul 2026

abrdn_resilence100726 Analysis & Opinion

Resilience: the next phase of climate strategy

Aberdeen explains why active investors should focus on climate resilience.

Aberdeen Investments 10th Jul 2026

abrdn_sustain100726 Analysis & Opinion

Sustainable investing: why holdings matter more than screens

Moving beyond exclusions to understand real portfolio drivers.

Aberdeen Investments 10th Jul 2026

abrdn_climate100726 Analysis & Opinion

Climate realism: why infrastructure investing needs a policy lens

Aberdeen presents a more realistic view of how investors can support decarbonisation.

Aberdeen Investments 10th Jul 2026

Article-Puzzle-01-smll2024 Analysis & Opinion

The Week: Bond and oil markets diverge

Bond and oil markets diverge on an end to the ceasefire.

Adviser-Hub 9th Jul 2026

abrdn_power090726 VIDEO

Aberdeen Investments | Powering the future: What’s shaping global infrastructure today?

Aberdeen Investments explain the forces driving infrastructure equity for investors.

Aberdeen Investments 9th Jul 2026

bg_token300626pod Analysis & Opinion

What is tokenisation?

Baillie Gifford explains how tokenisation could simplify ownership records and speed up financial systems. 

Baillie Gifford 9th Jul 2026

abrdn_private090726pp Analysis & Opinion

Private markets: a shift from momentum to selectivity

Private markets are changing fast. As valuation-led returns become less dependable, Aberdeen asks: where are returns coming from now?

Aberdeen Investments 9th Jul 2026

Article-Chart-05-smll2024 Market Updates

Global updates: Rising rates and shifting risks

The US and Iran finally agreed a ceasefire in June, allowing the Strait of Hormuz to reopen, and the oil price subsided to pre-war levels.

Adviser-Hub 9th Jul 2026

Article-Direction-05-smll2024 Market Updates

UK market updates: Fresh political upheaval for the UK

Iran and the US reached a deal during June that allowed the Strait of Hormuz to reopen to commercial shipping. Following the announcement, the price of Brent crude oil fell to US$72.92 per barrel b...

Adviser-Hub 9th Jul 2026

Article-Global-04-smll2024 Market Updates

Market briefings looking back at June

A selection of articles, written by our expert investment writers that cover the markets looking back through June.

Adviser-Hub 9th Jul 2026

nione_rethinking020726 Partner Zone

Rethinking value investing

A low multiple is not necessarily a sign of value. Ninety One believes genuine value arises when there is a gap between the market value of a company and its true intrinsic worth.

Ninety One 8th Jul 2026

nione_IPO080726-1 Partner Zone

The US$1.75 trillion question: an IPO that could change everything

With Anthropic and OpenAI now both filing confidentially for their own listings, Ninety One analyst Anton du Plooy considers what a wave of trillion-dollar AI debuts means for markets and investors...

Ninety One 8th Jul 2026

website-holding_gopuff_s4ep3 VIDEO

Baillie Gifford | Scottish Mortgage Podcast: In Conversation with Gopuff’s Co-Founder

From late-night convenience to everyday essentials, Gopuff is rethinking how people shop. Scottish Mortgage has backed Gopuff since 2021 – and in the latest episode of Invest in Progress, co-...

Baillie Gifford 7th Jul 2026

LAWRENCE BURNS MI VIDEO

Baillie Gifford | Scottish Mortgage Manager Insights: Lawrence Burns

Lawrence Burns reflects on the past 12 months and what the agentic era of AI could mean for growth investors. Capital at risk. 

Baillie Gifford 7th Jul 2026

Tom Slater MI VIDEO

Baillie Gifford | Scottish Mortgage Manager Insights: Tom Slater

From AI infrastructure and space-based connectivity to digital finance, Tom Slater reflects on a year defined by disruption and opportunity. Capital at risk. 

Baillie Gifford 7th Jul 2026

website-holding_gopuff_s4ep3 Partner Zone

Scottish Mortgage Podcast: In Conversation with Gopuff’s Co-Founder

From late-night convenience to everyday essentials, Gopuff is rethinking how people shop. Scottish Mortgage has backed Gopuff since 2021 – and in the latest episode of Invest in Progress, co-...

Baillie Gifford 7th Jul 2026

LAWRENCE BURNS MI_pp Partner Zone

Scottish Mortgage Manager Insights: Lawrence Burns

Lawrence Burns reflects on the past 12 months and what the agentic era of AI could mean for growth investors. Capital at risk. 

Baillie Gifford 7th Jul 2026

Tom Slater MI_pp Partner Zone

Scottish Mortgage Manager Insights: Tom Slater

From AI infrastructure and space-based connectivity to digital finance, Tom Slater reflects on a year defined by disruption and opportunity. Capital at risk. 

Baillie Gifford 7th Jul 2026

bg_upfront15030726vid VIDEO

Baillie Gifford | Mega-caps, ecommerce and SAINTS

In this episode of Upfront, James Budden and James Dow discuss recent developments in Baillie Gifford's investment trusts, the case for active investing in concentrated markets, and Sea Limited...

Baillie Gifford 3rd Jul 2026

bg_upfront15030726pp Partner Zone

Mega-caps, ecommerce and SAINTS

In this episode of Upfront, James Budden and James Dow discuss recent developments in Baillie Gifford's investment trusts, the case for active investing in concentrated markets, and Sea Limited...

Baillie Gifford 3rd Jul 2026

fil_now030726 Partner Zone

Why now is the time to revisit the case for US smaller companies

With valuations at historical lows and several fundamental factors creating a more supportive environment for US small-caps, Fidelity believes now could be an opportune time to revisit the case for...

Fidelity International 3rd Jul 2026

fil_rethink030726 Partner Zone

Rethinking income in changing markets

Fidelity addresses five common misconceptions about income – and discusses how an active approach can deliver for income-seeking investors across equities, credit and multi-asset.

Fidelity International 3rd Jul 2026

fil_asia030726 Partner Zone

Capturing Asia's structural winners through market cycles

Fidelity’s Teera Chanpongsang outlines why a long-term mindset continues to identify high-quality businesses with durable earnings profiles that are well positioned to deliver attractive retu...

Fidelity International 3rd Jul 2026

fil_value030726 Partner Zone

Value investing: a persistent source of alpha

Fidelity’s investment experts delve into value investing and discuss Fidelity’s belief that research, intrinsic value, and long-term thinking can create opportunity in equity markets.

Fidelity International 3rd Jul 2026

fil_closing030726 Partner Zone

Closing the global “small-cap gap”

Fidelity’s Shah Badkoubei discusses why addressing the “small-cap gap” could improve diversification, resilience, and long term return potential in evolving markets.

Fidelity International 3rd Jul 2026

fil_three030726 Partner Zone

Three themes for the second half of 2026

Fidelity believes the remainder of 2026 is likely to be shaped by the interaction between inflation, policy, and geopolitics, an improving backdrop for selective emerging markets, and the continued...

Fidelity International 3rd Jul 2026

Article-Time-01-smll20244 Analysis & Opinion

The Week: Are emerging markets really diversifying?

Emerging markets are losing their status as a diversifier, as they go all-in for AI.

Adviser-Hub 2nd Jul 2026

cpg_midyear300626 Analysis & Opinion

2026 midyear investment outlook

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

Capital Group 2nd Jul 2026

nione_rethinking020726 Analysis & Opinion

Rethinking value investing

A low multiple is not necessarily a sign of value. Ninety One believes genuine value arises when there is a gap between the market value of a company and its true intrinsic worth.

Capital Group 2nd Jul 2026

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