Adviser-Hub articles

bg_positive300926esg Analysis & Opinion

Positive Change Fund: opportunities beyond the obvious

From healthcare to climate adaptation, Baillie Gifford’s Kate Fox explores how Positive Change is broadening its portfolio while keeping a long-term focus on growth and real-world impact.

Baillie Gifford 30th Sep 2026

abrdn_profit300926esg Analysis & Opinion

Profit with purpose: how the SDGs can uncover opportunity in emerging markets

Targeting returns while supporting sustainable development: Aberdeen explores the continued expansion of sustainable investment opportunities.

Aberdeen Investments 30th Sep 2026

allianz_power300926esg Analysis & Opinion

Power: the race to keep the lights on

AI, electrification and climate adaptation are driving a surge in demand. Can supply keep pace, and what does this mean for economies and investors? Allianz Global Investors takes a closer look.

Allianz Global Investors 30th Sep 2026

fil_mmsignals_290926vid VIDEO

Fidelity International | Market Minutes: Cautious signals

The Fidelity Multi Asset team break down what's driving markets, how positioning is evolving, and what they're watching next. This update explores the impact of rising government bond yield...

Fidelity International 29th Sep 2026

Article-Technology-04-smll2024 Business Toolkit

Advice firms are embracing the AI revolution

Artificial intelligence (AI) is moving from emerging technology to everyday business. Fidelity Adviser Solutions’ latest IFA DNA research reveals growing adoption across advice firms, helping st...

Fidelity Adviser Solutions 29th Sep 2026

fil_crossroad280926pp Partner Zone

AI at a crossroads: dividing the AI growth dividend

Investors must assess the extent to which AI will deliver sustained productivity gains, how it will interact with labour, and where surpluses might accrue.

Fidelity International 28th Sep 2026

fil_token280926pp Partner Zone

Fidelity’s view on tokenisation and the future of markets

A 40-year veteran of moving money around the world explains where the latest leap in market infrastructure fits and what it means for those looking to take the next steps.

Fidelity International 28th Sep 2026

fil_contrain280926 Partner Zone

Contrarian opportunities across the UK market

With market leadership broadening, the backdrop for stock selection is becoming more supportive. Fidelity’s Alex Wright and Jonathan Winton highlight where they see the most compelling opport...

Fidelity International 28th Sep 2026

fil_gear280926pp Partner Zone

Shifting up a gear in emerging markets

Chris Tennant, co-portfolio manager of the Fidelity Emerging Markets Fund, explains some of the recent performance drivers and why the future remains bright for emerging market equities.

Fidelity International 28th Sep 2026

fil_flex280926pp Partner Zone

Navigating a more complex regional equity landscape

How do you position portfolios in an increasingly concentrated market environment? Three Fidelity portfolio managers explore one of the defining questions facing investors today.

Fidelity International 28th Sep 2026

fil_cio280926pp Partner Zone

A CIO perspective on what comes next

Fidelity takes the geopolitics, the technology race, the sense that the ground keeps shifting, and asks the people who run the teams that absorb all of this in portfolio management what they're...

Fidelity International 28th Sep 2026

fil_imple280926pp Partner Zone

From insight to implementation: Research-powered investing

Take a behind-the-scenes look at Fidelity’s research-powered investment process with two people who are deeply involved in improving the technology they use and the deployment of AI.

Fidelity International 28th Sep 2026

bg_empodcast_vid VIDEO

Baillie Gifford | Emerging markets: when the crowd gets it wrong

From gigantic ships to secretive chip companies – discover how Baillie Gifford spots long-term growth potential in emerging market stocks it believes are mispriced. Capital at risk.

Baillie Gifford 28th Sep 2026

bg_empodcast_pp Partner Zone

Emerging markets: when the crowd gets it wrong

From gigantic ships to secretive chip companies – discover how Baillie Gifford spots long-term growth potential in emerging market stocks it believes are mispriced. Capital at risk.

Baillie Gifford 28th Sep 2026

abrdn_consumer240926ao Partner Zone

Consumer Duty: a pre-flight checklist for multi-asset solutions

Is your multi-asset solution cleared for take-off? The MyFolio Consumer Duty perspective.

Aberdeen Investments 25th Sep 2026

abrdn_higher250926pp Partner Zone

When do higher bond yields become a problem for economies, and stocks?

Bond yields are rising around the world. Why, and what does it mean for investors?

Aberdeen Investments 25th Sep 2026

abrdn_global250926pp Partner Zone

Global income bonds: finding the credit sweet spot

Looking for income? Explore credit’s underappreciated middle ground with us.

Aberdeen Investments 25th Sep 2026

abrdn_short250926pp Partner Zone

What is short-dated enhanced income? Key investor questions answered

Short-dated enhanced income is a short-maturity bond investing approach. We address the FAQs.

Aberdeen Investments 25th Sep 2026

abrdn_emerging250926pp Partner Zone

The case for emerging markets today

Re-examining the case for emerging markets as macro conditions evolve and investor focus begins to broaden.

Aberdeen Investments 25th Sep 2026

abrdn_navi250926pp Partner Zone

Emerging markets: Navigating today’s complicated trade map

Assessing a more fragmented global trade environment, where shifting flows are creating uneven outcomes across the asset class.

Aberdeen Investments 25th Sep 2026

Partner Zone

The Witt: The UK's housing problem isn't a lack of capital

Anne Breen, Global Head of Real Estate: investors want to fund housing. What's stopping them?

Aberdeen Investments 25th Sep 2026

Partner Zone

The Witt: The market’s blind spot

My take: investors are looking for growth in the wrong places.

Aberdeen Investments 25th Sep 2026

bgpostivechange250926vid VIDEO

Baillie Gifford | Positive Change Fund: opportunities beyond the obvious

Investment manager Kate Fox explores how Positive Change is broadening its portfolio while keeping a long-term focus on growth and real-world impact. Capital at risk.

Baillie Gifford 25th Sep 2026

bgpostivechange250926pp Partner Zone

Positive Change Fund: opportunities beyond the obvious

Investment manager Kate Fox explores how Positive Change is broadening its portfolio while keeping a long-term focus on growth and real-world impact. Capital at risk.

Baillie Gifford 25th Sep 2026

Article-Chart-03-smll2024 Analysis & Opinion

The Week: Gilts: volatility may be here to stay

Gilt yields look too high, given the economic outlook for the UK, but budget-related volatility is likely to maintain the status quo.

Adviser-Hub 24th Sep 2026

abrdn_consumer240926ao Analysis & Opinion

Consumer Duty: a pre-flight checklist for multi-asset solutions

Is your multi-asset solution cleared for take-off? The MyFolio Consumer Duty perspective from Aberdeen Investments. 

Aberdeen Investments 24th Sep 2026

cpg_fed220926pp Analysis & Opinion

Fed rate hike: three views on what's next

Three Capital Group investment professionals offer their assessment of the current rate environment and its potential impact on the economy and markets.
 

Capital Group 24th Sep 2026

pimco_aviation240926vid VIDEO

PIMCO | Aviation Finance: A $4 Trillion Opportunity Takes Flight

Aviation finance has become one of the largest and fastest-growing corners of asset-based finance. PIMCO explores why investors are increasingly looking at aircraft leasing as a source of income an...

PIMCO 24th Sep 2026

abrdn_myfoliq3 Partner Zone

MyFolio Q3 webinar

Join our MyFolio Q3 webinar featuring the latest macroeconomic outlook and review of the MyFolio fund ranges. Professional investors only. Capital at risk.

Aberdeen Investments 24th Sep 2026

nione_gold230926pod Podcast

Ninety One | Gold: what central-bank buying means for mining equities

With the gold price appearing better supported than many market participants had assumed, Ninety One believes the case for a re-rating of gold equities is strengthening.

Ninety One 23rd Sep 2026

nione_global230926pod Podcast

Ninety One | The global bond selloff isn't as global as it looks

Developed-market bond yields have risen together, but for very different reasons, says Ninety One. The contrast between the UK and US shows why investors need to look beneath the headline move.

Ninety One 23rd Sep 2026

nione_em230926pod Podcast

Ninety One | EM technology: a volatile but integral part of AI’s future

EM equity gains in 2026 have been narrow, concentrated in AI-driven information technology. Ninety One’s Archie Hart and Varun Laijawalla explain why this memory upcycle looks structurally di...

Ninety One 23rd Sep 2026

nione_revenge230926pod Podcast

Ninety One | The revenge of the old economy

AI is driving new demand for commodities, while supply remains disciplined – supporting the outlook for natural resources equities. Ninety One tells us more.

Ninety One 23rd Sep 2026

cgp_capconv100625 Podcast

Capital Group | Luxury, mining and the power of connecting the dots

Capital Group equity analyst Frank Beaudry has learned that great investing isn’t just about the numbers – it's about understanding the people behind them.

Capital Group 23rd Sep 2026

abrdn_bond230926pod Podcast

Aberdeen Investments | When do higher bond yields become a problem for economies and stocks?

Bond yields are rising around the world. Aberdeen explains why, and what it means for investors.

Aberdeen Investments 23rd Sep 2026

3-1 Podcast

PIMCO | How to stop chasing headlines and build more resilient portfolios

Marc Seidner, PIMCO's CIO of Non-Traditional Strategies, joins Tina Adatia to discuss the forces shaping markets, from geopolitical uncertainty and central bank dynamics to the outlook for grow...

PIMCO 23rd Sep 2026

bg_protect_220926 Partner Zone

Protecting retirement income from inflation

Discover why more volatile inflation could challenge retirement incomes and how the Baillie Gifford Monthly Income Fund aims to help investors keep pace with rising costs. 

Baillie Gifford 22nd Sep 2026

cpg_fed220926pp Partner Zone

Fed rate hike: three views on what's next

Three Capital Group investment professionals offer their assessment of the current rate environment and its potential impact on the economy and markets.

Capital Group 22nd Sep 2026

cpg_market220926pp Partner Zone

Why market structure rewards active management in local currency EMD

For investors, says Capital Group, the question is no longer whether local currency EMD merits an allocation. It is how best to capture it.

Capital Group 22nd Sep 2026

cpg_frontier220926pp Partner Zone

Final frontier: six reasons to explore the space economy

The space economy is no Jedi mind trick, says Capital Group – it’s already generating real-world opportunities for astute investors.

Capital Group 22nd Sep 2026

cpg_research220926pp Partner Zone

Research spotlight on AI

Capital Group showcases some of its latest AI-related thinking.

Capital Group 22nd Sep 2026

cpg_core220926pp Partner Zone

Is your core US equity allocation ready for what's next?

As market leadership broadens and earnings growth becomes more diverse, investors may wish to consider whether their portfolios are positioned for the next phase of the cycle.

Capital Group 22nd Sep 2026

Article-Pension-05-smll2024 Business Toolkit

The retirement risk advisers may be overlooking

Marianna Hunt shares insight to support client conversations and help to build more resilient retirement strategies. 

Fidelity Adviser Solutions 21st Sep 2026

1pimco210926pp Partner Zone

The Credit Market Lens: one AI trade for now, many trades later

For equity investors, the question is relatively simple: Who wins the AI race? For credit investors, it is more nuanced: Do spreads adequately compensate for the broad set of risks embedded in fina...

PIMCO 21st Sep 2026

2septpimco210926pp Partner Zone

September Fed hike may be more than a risk management exercise

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

PIMCO 21st Sep 2026

bg_EuroPodcast_JFaraday_vid VIDEO

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. Capital at risk.

Baillie Gifford 18th Sep 2026

bg_EuroPodcast_JFaraday_pp Partner Zone

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. Capital at risk.

Baillie Gifford 18th Sep 2026

Article-DonaldTrump-01-smll2024 Analysis & Opinion

The Week: Fed retains credibility, but Trump now holds the cards

The Federal Reserve has shown its independence by raising interest rates, but tackling inflation also lies with government policy.

Adviser-Hub 17th Sep 2026

fil_globalshort170926pp Partner Zone

Global Short Duration Income: class is back in session

A new school year has begun, but as many of the key themes shaping markets persist, Fidelity revisits why an active, global approach to short duration credit can be particularly valuable given the...

Fidelity International 17th Sep 2026

fil_bonds170926pp Partner Zone

When bonds and equities tell different stories

Equities are rising; bonds are signalling caution. Discover how Fidelity’s portfolio managers are navigating changing markets and uncovering opportunities.

Fidelity International 17th Sep 2026

fil_wolf170926pp Partner Zone

The wolf in sheep's clothing: is momentum hiding in your portfolio?

Fidelity’s portfolio manager Matt Jones argues that true diversification comes from accessing different return drivers and differentiated research.

Fidelity International 17th Sep 2026

fil_beyond170926pp Partner Zone

Investing beyond style: bringing balance to global equities

Discover how portfolio managers Christine Baalham and Tom Record harness Fidelity’s research expertise to build a portfolio that diversifies across investment styles while capitalising on ine...

Fidelity International 17th Sep 2026

fil_higher170926pp Partner Zone

Higher yields are changing the fixed income opportunity set

While the near-term backdrop remains challenging, Fidelity believes that higher yields are improving prospective fixed income returns, reinforcing opportunities in quality credit and fixed maturity...

Fidelity International 17th Sep 2026

nione_value170926pp Partner Zone

Finding opportunity in uncertainty

In this Q&A, Ninety One’s Value team explains how it hunts for mispricings in moments of rising uncertainty in markets.

Ninety One 17th Sep 2026

nione_beyond170926pp Partner Zone

Beyond AI: the growth engines transforming China

Growth momentum is building across the Chinese economy, not solely in technology-linked sectors. Ninety One sees opportunities for investors to align with the...

Ninety One 17th Sep 2026

abrdn_real170926esg Analysis & Opinion

Real estate: how can we reframe social value?

With Aberdeen Investments, discover a real estate investing approach that aims to strengthen places and portfolios.

Aberdeen Investments 17th Sep 2026

Article-Communications-02-smll2024 Business Toolkit

IFA DNA 2026: How advice is evolving

Fidelity Adviser Solutions’ annual research programme explores the opportunities, challenges and trends shaping the financial advice profession today. The latest findings examine how the advi...

Fidelity Adviser Solutions 14th Sep 2026

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. Capital at risk.

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

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

The Investment Outlook (Q3 2026) – Introduction

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

Aberdeen Investments 1st Sep 2026

© 2026, Copyrights Adviser-Hub. All Rights Reserved
Terms & Conditions | Privacy Policy | Modern Slavery statement | Cookie Policy