Adviser-Hub articles

Article-Protection-02-smll2024 Analysis & Opinion

The Week: Safety-first has been a disaster

Risk aversion has been a bad strategy for investors, but they need to be cautious about reversing it now. 

Adviser-Hub 10th Sep 2026

1-1 Partner Zone

Welcome Back, Balanced Portfolio

Balanced portfolios are back: Higher bond yields are restoring fixed income’s role as both a potential source of income and a powerful diversifier.

PIMCO 10th Sep 2026

2 Partner Zone

How a K-Shaped Economy Affects Opportunities in Asset Based Finance

With resilience concentrated among wealthier households, investors should prioritize quality and structure across consumer-linked ABF investments.

PIMCO 10th Sep 2026

3-1 Partner Zone

How to Stop Chasing Headlines and Build More Resilient Portfolios

In this episode of Fixing Your Interest, Marc Seidner, PIMCO's CIO of Non-Traditional Strategies, joins Tina Adatia to discuss the forces shaping markets today, from geopolitical uncertainty an...

PIMCO 10th Sep 2026

4 Partner Zone

Where Income Meets Resilience

Higher starting yields are creating opportunities across global fixed income. Group CIO Dan Ivascyn explains why quality, liquidity, and global diversification can be key to building portfolio resi...

PIMCO 10th Sep 2026

5 Partner Zone

Income Strategy Update: Where Income Meets Resilience

Group CIO Dan Ivascyn explains why resilience, quality, and global diversification matter more than reaching for risk amid geopolitical conflict, credit stress, and the AI boom.

PIMCO 10th Sep 2026

bg_em100926 Partner Zone

Emerging markets: enough is not enough

Baillie Gifford’s Mike Gush explains why emerging markets’ growing role in global growth, manufacturing and innovation, means investors may need to rethink their allocations. Capital at...

Baillie Gifford 10th Sep 2026

Article-business-01-smll2024 Market Updates

Global updates: Global bond selloff

Global bond yields surged during August, fuelled by concerns over inflation, government indebtedness, and AI spending.

Adviser-Hub 9th Sep 2026

Article-Global-04-smll2024 Market Updates

Market briefings looking back at August

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

Adviser-Hub 9th Sep 2026

Article-Chart-05-smll2024 Market Updates

UK market updates: Gilt yields surge

The FTSE 100 Index underperformed many of its major global counterparts during August. The blue-chip index’s performance was dampened partly by weakness in commodity-related and banking secto...

Adviser-Hub 9th Sep 2026

cpg_power050526-1 Podcast

Capital Group | NFL Colts quarterback Daniel Jones on quiet leadership

Daniel Jones shares with Capital Group why authenticity, consistency, and earning trust every day have shaped both his career and his approach to leading others.

Capital Group 8th Sep 2026

cpg_high080926pp Partner Zone

What higher interest rates could mean for stocks and bonds

Bonds have been anything but boring this summer. Capital Group explores whether recent volatility signals a looming crisis or a broader shift to a world of higher interest rates.

Capital Group 8th Sep 2026

bg_high080926pod Podcast

Baillie Gifford | The new shape of European growth

Polish fashion, Greek banks, German cookers: discover why Baillie Gifford’s European portfolios now hold a broader range of companies.

Baillie Gifford 8th Sep 2026

cpg_podcastimga Podcast

Capital Group | Market leadership: US vs international stocks

Capital Group portfolio managers Lisa Thompson and Diana Wagner discuss the merits of US, international and emerging markets stocks. So far this year, emerging markets are winning, but can that con...

Capital Group 8th Sep 2026

fil_wave040926ao Analysis & Opinion

Market view: Riding the next wave of US earnings growth

Stephen DuFour, portfolio manager of the FF2 - Focused Stock Fund, reviews the shifting dynamics in the US equity market and reveals three areas that offer particularly compelling opportunities in...

Fidelity International 4th Sep 2026

abrdn_listed040926ao Analysis & Opinion

Listed alternatives: finding new sources of income and diversification

Aberdeen explores what to do when traditional portfolio construction is becoming more challenging.

Aberdeen Investments 4th Sep 2026

nione_verdant040926esg Analysis & Opinion

Verdant/PHESI: pioneering wind power and storage project in the Philippines

Ninety One portfolio manager Matt Christ describes a private credit deal that taps into two major themes: the transition to low-carbon economies and infrastructure growth in emerging markets.

Ninety One 4th Sep 2026

fil_systemic040926ao Analysis & Opinion

Systemic stewardship: engaging sovereigns and other influential stakeholders

Fidelity explores how investors can widen their impact with systemic stewardship.

Fidelity International 4th Sep 2026

abrdn_infrast040926esg Analysis & Opinion

Infrastructure: can roads ever be sustainable?

Can road infrastructure support sustainability goals? It depends on how it's managed, says Aberdeen.

Aberdeen Investments 4th Sep 2026

abrdn_myfolio0826esg Analysis & Opinion

How MyFolio can help your clients invest with an ESG focus

The MyFolio Enhanced ESG ranges combine Aberdeen Investments’ proven process with a focus on sustainability.

Aberdeen Investments 4th Sep 2026

Article-Chart-01-smll2024 Analysis & Opinion

The Week: Calming the bond market

The US administration appears on a collision course with the bond markets as it fails to understand the problem.

Adviser-Hub 3rd Sep 2026

nione_em270826ao Partner Zone

EM still in its multi-year ascent

It has been another strong year for EM equities, but Ninety One’s Archie Hart and Varun Laijawalla explain the key reasons why they remain positive regarding the outlook.

Ninety One 3rd Sep 2026

nione_beyond030926pp Partner Zone

Beyond the one-way trade

For years, capital has gravitated to the US – but, as the world tilts on its axis, Ninety One believes the investment map is beginning to redraw itself.

Ninety One 3rd Sep 2026

fil_select020926 Partner Zone

There’s more to selecting equity index funds than low fees

Fidelity’s Jason Humphrey provides his expert insight into what should be on investors’ due diligence checklist when selecting equity index funds.

Fidelity International 2nd Sep 2026

fil_invest020926 Partner Zone

Why the investment case for China is strengthening

Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, outlines why he believes the outlook for Chinese equities has become increasingly compelling.

Fidelity International 2nd Sep 2026

fil_energy270826ao Partner Zone

Energy price transmission is muted, but inflation risks remain

Mike Riddell, Portfolio Manager of the Fidelity Strategic Bond Fund, discusses the key drivers shaping rates markets, and where he sees the risks and opportunities for bond investors.

Fidelity International 2nd Sep 2026

Partner Zone

The Witt: When headlines move markets, doing nothing can be the hardest trade

Decisions in uncertainty: how do you know which headlines deserve a response?

Aberdeen Investments 1st Sep 2026

Partner Zone

The Witt: In praise of boring

Quantitative Investment Director Ross Olusanya says the most underrated edge in investing is consistency, not brilliance. Find out why.

Aberdeen Investments 1st Sep 2026

Article-business-01-smll2024 Business Toolkit

Tax and trusts technical training

Tax and trusts remain fundamental to effective financial planning. Whether you're preparing for the AF1 exam or looking to refresh your technical knowledge, Fidelity Adviser Solutions’ tr...

Fidelity Adviser Solutions 1st Sep 2026

abrdn_middle010926 Partner Zone

Aberdeen: The case for finding the middle ground in bonds

Bond investors face a familiar trade-off: safety or income. But is there a middle ground?

Aberdeen Investments 1st Sep 2026

abrdn_invest010926 Partner Zone

Aberdeen Investments: The Investment Outlook (Q3 2026) – Introduction

Are portfolios prepared? CIO Peter Branner explains why politics and markets are colliding.

Aberdeen Investments 1st Sep 2026

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