articles from Adviser-Hub

Adviser-Hub articles

Analysis & Opinion

An integrative approach to responsible investment

The responsible investing approach adopted by various First Sentier Investors investment teams across the globe involves a holistic way of thinking that addresses multiple impacts across multiple E...

FSSA Investment Managers 20th May 2025

Analysis & Opinion

Unconventional research: profile of a sustainability researcher

Explore how Ben Hart’s sustainability research at Baillie Gifford integrates ESG into investment strategies.

Baillie Gifford 20th May 2025

Analysis & Opinion

Digital disruption reshapes financial inclusion

About a quarter of the world's adults lack access to affordable, quality financial services – Capital Group explains how digital disruption is helping to bring them into the formal financ...

Capital Group 20th May 2025

Analysis & Opinion

Future Minerals: from underground to building blocks of tomorrow

Future minerals are critical to the green transition. Even though demand is forecast to snowball, there are serious constraints on supply. Aberdeen explains why investors should take notice.

Aberdeen Investments 20th May 2025

Analysis & Opinion

Future Minerals: why utility and scarcity make a winning union

Demand for ‘future minerals’ vital to the green transition is set to take off. Aberdeen outlines why and how you should consider playing the start of this new ‘super cycle’....

Aberdeen Investments 20th May 2025

Analysis & Opinion

Management quality: how FSSA identifies teams built to last

FSSA Investment Managers invest in businesses they expect to be part of their portfolio for decades to come – that’s why they put such a premium on the quality of management teams.

FSSA Investment Managers 15th May 2025

Analysis & Opinion

The Week: All over for the diversification trade?

The Mag 7 has seen an astonishing revival over the past week. Will investors forget about other markets again?

Adviser-Hub 15th May 2025

Analysis & Opinion

The Week: A big week for central banks

The tariff regime will have prompted plenty of head-scratching ahead of the interest rate decisions this week.

Adviser-Hub 8th May 2025

Analysis & Opinion

Know where your towel is

Baillie Gifford’s Long Term Global Growth team explains why investors should avoid the temptation to throw in the towel during market turmoil.

Baillie Gifford 8th May 2025

Analysis & Opinion

Fast fashion: investing for positive change

Shifting consumer attitudes are driving innovative solutions to make fashion more sustainable, says Baillie Gifford.

Baillie Gifford 6th May 2025

Analysis & Opinion

Responding to the AI-driven boom in water demand

Fidelity’s Cornelia Furse and Alexander Laing discuss the role of AI in driving water demand.

Fidelity International 6th May 2025

Analysis & Opinion

Water sustainability needs more recognition

Fidelity fixed income portfolio managers Kris Atkinson and Shamil Gohil discuss how it’s possible to address water sustainability through fixed income investing.

Fidelity International 6th May 2025

Analysis & Opinion

Why homes with social value are a winning formula

Aberdeen explains how the build-to-rent sector is transforming communities and driving long-term investment value.

Aberdeen Investments 6th May 2025

Analysis & Opinion

The Week: US economy in trouble

The latest GDP data shows a contraction in the US economy. There may be more to come.

Adviser-Hub 1st May 2025

Analysis & Opinion

The Week: Bad news is (almost) good news on UK dividends

The results from the latest Computershare Dividend Monitor are better than they look.

Adviser-Hub 24th Apr 2025

Analysis & Opinion

Market view: Five charts that put market volatility in perspective

Capital Group shares five insights that can help investors regain confidence and stay invested for the long haul.

Capital Group 24th Apr 2025

Analysis & Opinion

Diversification is still the only free lunch

Explore how to navigate market concentration and political unpredictability. Ready to diversify your portfolio? Read more from Aberdeen now.

Aberdeen Investments 24th Apr 2025

Analysis & Opinion

Unfollow the market’s direction of travel

Fidelity explains how equity market neutral strategies can harness the power of volatility.

Fidelity International 24th Apr 2025

Analysis & Opinion

Sustainability: is this the end for sustainable investing?

Can this be the end of the road? Discover the transatlantic split and evolving strategies amid the political backlash. How may asset managers adapt? Aberdeen tells us more.

Aberdeen Investments 23rd Apr 2025

Analysis & Opinion

The Week: How serious is the wobble in US treasuries?

Donald Trump may be the latest world leader to find that bond markets are their true boss.

Adviser-Hub 17th Apr 2025

Analysis & Opinion

Market view: making sense of gilt market volatility

Despite market speculation about potential Bank of England intervention, Fidelity fixed income portfolio manager Shamil Gohil outlines why he believes current conditions do not necessitate such mea...

Fidelity International 17th Apr 2025

Analysis & Opinion

Trade shock accelerates China’s strategic pivot

Ninety One’s Iain Cunningham, Head of Multi-Asset Growth, explores China’s structural shift towards a consumption-driven growth model due to ongoing trade shocks from US tariffs.

Ninety One 17th Apr 2025

Analysis & Opinion

Market view: Trump tariffs roil markets. What’s next?

The sharp market selloff serves as an effective reminder that it is always a good idea to maintain a balanced portfolio with an eye toward downside protection, says Capital Group.

Capital Group 10th Apr 2025

Analysis & Opinion

The three building blocks of total return

Fidelity’s global equity income team outlines the three fundamental building blocks of dividends, earnings resilience and valuation discipline which form the cornerstone of their equity incom...

Fidelity International 10th Apr 2025

Analysis & Opinion

The Week: Trump's next move

Trump could reverse the recent market rout, but shows little inclination to back down.

Adviser-Hub 9th Apr 2025

Analysis & Opinion

Manage-to-Green: sustainable opportunities in European logistics

Renovating existing real estate logistics assets can help accelerate a real estate portfolio’s decarbonisation pathway while improving risk-adjusted returns potential. Fidelity explains how i...

Fidelity International 8th Apr 2025

Analysis & Opinion

The Week: Liberation day: clarity remains elusive

Donald Trump’s tariffs have been announced, but the real cost for businesses and the impact on the world economy are still unclear.

Adviser-Hub 3rd Apr 2025

Analysis & Opinion

Emerging markets in a fractured world

This a fragile moment for the global economy. The new administration in the US is sowing uncertainty across the world, upending geopolitical norms and long-established trading patterns.

Adviser-Hub 1st Apr 2025

Analysis & Opinion

Harnessing growth themes in emerging markets

For more than a decade, investors have been focused on a single growth theme – AI – and on a single country – the US. Emerging markets not only have exposure to the AI supply chai...

Adviser-Hub 31st Mar 2025

Analysis & Opinion

The Week: The Spring Statement and the gilt market

The Chancellor appears to have appeased the gilt market with the Spring Statement, but can it last?

Adviser-Hub 27th Mar 2025

Analysis & Opinion

Emerging markets' two behemoths: China and India explored

China and India remain the dominant forces in emerging markets. They have helped change the nature of emerging market investment, shifting its geographic and sector composition. What are their pros...

Adviser-Hub 27th Mar 2025

Analysis & Opinion

How to build a real net-zero portfolio

By focusing allocations on financing real-world emissions reduction and using engagement to encourage net-zero alignment, investors can help shift the economy toward a credible decarbonisation path...

Ninety One 25th Mar 2025

Analysis & Opinion

Positive Change: Investor Letter Q4 2024

The Baillie Gifford Positive Change team shares insights on Q4 2024, covering the strategy's recent performance, portfolio adjustments, and market influences.

Baillie Gifford 25th Mar 2025

Analysis & Opinion

Japan's Green Transformation Policy: are investors overlooking an opportunity?

aberdeen explains what this US$140 billion programme means for investors.

Aberdeen Investments 25th Mar 2025

Analysis & Opinion

Reframing sustainable investing for high-yield bonds

The scope for sustainability advancements in companies that issue high-yield bonds is high, and bond investors can play a key role in this, says aberdeen.

Aberdeen Investments 25th Mar 2025

Analysis & Opinion

Adviser-Hub Annual User Survey 2025

At Adviser-Hub, we value your opinion, and we invite you to take part in our annual survey. By participating, you not only contribute to improving the platform but also stand a chance to win a &pou...

Adviser-Hub 25th Mar 2025

Analysis & Opinion

The Week: fund managers cool on the US technology trade

Monthly fund manager survey finds little enthusiasm for US equities as Trump trade weakens.

Adviser-Hub 20th Mar 2025

Analysis & Opinion

Understanding tariffs in five charts

To help make sense of it all, Capital Group developed this guide to tariffs and their potential implications for the economy, markets and investors.

Capital Group 20th Mar 2025

Analysis & Opinion

Market view: UK: a fertile hunting ground for contrarian investors

Fidelity believes the UK market has an underappreciated richness of opportunity, combining strong earnings growth, high dividend yields and low valuations.

Fidelity International 20th Mar 2025

Analysis & Opinion

Market view: investing in the 'sweet spot' of global credit

aberdeen’s Mark Munro makes the case for investing in the sweet spot cross-over segment of BBB- and BB-rated credits.

Aberdeen Investments 20th Mar 2025

Analysis & Opinion

Changing realities challenge the bet on US exceptionalism

Ninety One’s Sahil Mahtani argues that the Trump administration appears willing to tolerate a slowdown to push through structural reform, which may lead investors to seek opportunities beyond...

Ninety One 13th Mar 2025

Analysis & Opinion

Emerging market equity income – resilience in a volatile world

From AI to the unstoppable energy transition, aberdeen explores the reasons to stay positive about emerging markets in a Trump world.

Aberdeen Investments 13th Mar 2025

Analysis & Opinion

The Week: The rise of passive faces a threat from US weakness

The rise of passive faces a threat from US weakness.

Adviser-Hub 13th Mar 2025

Analysis & Opinion

Climate scenarios: so what, and what’s next?

Six themes Baillie Gifford thinks will influence companies’ futures as the world adapts to climate change.

Baillie Gifford 12th Mar 2025

Analysis & Opinion

Climate scenarios: preparing for uncertainty

Baillie Gifford explains how scenario analysis and climate adaptation can unlock exciting investment opportunities in resilient companies.

Baillie Gifford 12th Mar 2025

Analysis & Opinion

Five issues for sustainability investors in 2025

Aberdeen Investments assesses how political and economic turbulence will affect sustainable investing.

Aberdeen Investments 12th Mar 2025

Analysis & Opinion

Capital Group UK – New Perspective Fund

We’re excited to introduce our new Fund in Focus overview – a concise, two-page summary of a selected fund.

Capital Group 10th Mar 2025

Analysis & Opinion

AI fever: has it become too hot?

Against a backdrop of heightened enthusiasm for AI, Capital Group’s Chris Buchbinder, Equity Portfolio Manager, assesses the outlook for the sector.

Capital Group 6th Mar 2025

Analysis & Opinion

The Week: Why income could be an investor’s friend in volatile markets

As US markets wobble, income may be a more predictable source of returns for investors.

Adviser-Hub 6th Mar 2025

Analysis & Opinion

Why global fixed income strategies are important in today’s market environment

Expanding the opportunity set by adopting a global approach can provide fixed income investors with several important benefits, says Capital Group’s Jeremy Cunningham.

Capital Group 6th Mar 2025

Analysis & Opinion

Can active and passive team up for investment success?

Enhanced indexation blends cost-efficient quantitative rigour with active alpha potential – abrdn’s Nick Millington, Head of Systematic Index Solutions, tells us more.

Aberdeen Investments 6th Mar 2025

Analysis & Opinion

The Week: Back to the races for big technology

Can strong results from Nvidia calm investor nerves on the outlook for the dominant technology sector?

Adviser-Hub 27th Feb 2025

Analysis & Opinion

Private growth: looking over the overlooked

Baillie Gifford 27th Feb 2025

Analysis & Opinion

Blurred lines: the EM’ification of DM

A shift in volatility in developed markets means asset allocators face a new reality. Ninety One explains.

Ninety One 27th Feb 2025

Analysis & Opinion

The importance of stewardship when selecting companies

Stewart Investors believes the quality of people behind a business has the greatest bearing on its long-term success or failure. Read examples of their portfolio holdings across a range of ownershi...

FSSA Investment Managers 25th Feb 2025

Analysis & Opinion

The Week: the UK: any catalyst for a revival?

It’s been a big week of data for the UK economy. Does it move the dial on UK equities?

Adviser-Hub 19th Feb 2025

Analysis & Opinion

The Week: is America really so great?

There has been a rose-tinted view of the US economy and stock market. It needs to be challenged.

Adviser-Hub 13th Feb 2025

Analysis & Opinion

Outlook 2025: taking the temperature on India

India's growth story has been remarkable, but recent stutters and expensive equity valuations raise questions. Time to panic? abrdn thinks not.

Aberdeen Investments 13th Feb 2025

Analysis & Opinion

AI revolution: behind the 'overnight' success

Baillie Gifford’s Stewart Hogg explores how AI is reshaping companies and driving long-term growth.

Baillie Gifford 13th Feb 2025

Analysis & Opinion

Innovation, Italian style

Despite Italy's challenging macroeconomic indicators, such as political instability and low fertility rates, Stewart Investors explains why the country remains a hub of innovation and dynamic b...

FSSA Investment Managers 13th Feb 2025

Analysis & Opinion

Climate and energy scenarios: exploring risks and opportunities

Baillie Gifford explores four climate transition scenarios, their economic impacts, and investment strategies for a low-carbon future.

Baillie Gifford 11th Feb 2025

Analysis & Opinion

Sustainability outlook 2025: ESG as BAU

Sustainability is now a core part of most businesses despite the debate it continues to attract, says Fidelity.

Fidelity International 11th Feb 2025

Analysis & Opinion

Real estate: building the business case for sustainability

How can real estate balance operational efficiency with embodied carbon to drive sustainability?

Aberdeen Investments 11th Feb 2025

Analysis & Opinion

Why excluding China can sometimes make good sense

Some investors are increasingly turning to emerging markets excluding China, seeking greater control and alignment with global economic shifts. abrdn takes a closer look.

Aberdeen Investments 6th Feb 2025

Analysis & Opinion

Market views: Germany’s surprising equity market

Capital Group’s Beth Beckett, Economist, looks past the macro gloom.

Capital Group 6th Feb 2025

Analysis & Opinion

Enhancing portfolio resilience with diversifying liquid alternatives

The reduced effectiveness of traditional diversification strategies is encouraging investors to reconsider the role of liquid alternatives. Fidelity examines the case for these strategies to add po...

Fidelity International 6th Feb 2025

Analysis & Opinion

The Week: trade war 2.0

Markets have been volatile as Trump’s trade war begins. This week saw greater clarity around the Trump tariff regime. Drinks and cars appear to be the most ‘at risk’ indust...

Adviser-Hub 6th Feb 2025

Analysis & Opinion

The Week: the reverberations from DeepSeek

Vulnerabilities in the US technology sector have been revealed by the arrival of a cheaper Chinese AI model.

Adviser-Hub 30th Jan 2025

Analysis & Opinion

AI’s big breakthrough won’t happen this year

Most of AI’s potential is still some years away, but for now, says Fidelity, the big names in technology are still going strong as they prepare the ground for this brave new world.

Fidelity International 30th Jan 2025

Analysis & Opinion

EM debt: the evolution of an asset class

Emerging market debt has evolved, resulting in a better-quality and highly diverse opportunity set that is ripe with alpha-capture potential. Ninety One tells us more.

Ninety One 30th Jan 2025

Analysis & Opinion

Is a ‘comfortable retirement’ affordable?

Do retirees have enough financial resources to last for a lifetime? Fidelity Adviser Solutions’ Paul Squirrell, Head of Retirement and Savings Development, takes a closer look.

Fidelity International 30th Jan 2025

Analysis & Opinion

Diabetes: investing for positive change

Baillie Gifford explains how innovative diabetes solutions are driving global positive change.

Baillie Gifford 28th Jan 2025

Analysis & Opinion

The G of ESG: governance reimagined

Why Baillie Gifford doesn’t follow the crowd when assessing a company’s governance behaviours and structures.

Baillie Gifford 28th Jan 2025

Analysis & Opinion

Sustainability Inspires: how infrastructure delivers for investors and the planet

abrdn discusses how infrastructure investments can help to achieve optimal outcomes for society.

Aberdeen Investments 28th Jan 2025

Analysis & Opinion

The Week: Trump’s early days: a flurry of activity, but any clarity?

Trump’s early executive orders have continued the themes established during the campaign.

Adviser-Hub 23rd Jan 2025

Analysis & Opinion

The return of Donald Trump: start of the deals

Could the president’s second term be as much about dealmaking as inflation? Fidelity’s analysts take stock.

Fidelity International 23rd Jan 2025

Analysis & Opinion

2025 and beyond: key industry and market trends

Capital Group CEO Mike Gitlin and vice chair Jody Jonsson discuss opportunities and challenges in the evolving investment landscape, share their market outlook and assess important trends in the fi...

Capital Group 23rd Jan 2025

Analysis & Opinion

The Week: the crisis that wasn’t: UK gilts

Economists were quick to create a crisis out of a temporary rise in bond yields.

Adviser-Hub 16th Jan 2025

Analysis & Opinion

Market view: Duration’s comeback: a better friend for income and credit

Capital Group believes it’s time for income and credit investors to accept duration back into the friend circle.

Capital Group 16th Jan 2025

Analysis & Opinion

Global Listed Infrastructure 2025 outlook

First Sentier Investors believes that global listed infrastructure is well placed to deliver strong returns in 2025.

FSSA Investment Managers 16th Jan 2025

Analysis & Opinion

The Week: what does the latest fund flow data tell us about the year ahead?

Amid a slew of outlooks and predictions, what does the latest Calastone data reveal about sentiment at the start of 2025?

Adviser-Hub 9th Jan 2025

Analysis & Opinion

Emerging markets and the transition finance opportunity

Ninety One’s Matt Christ and Karen Shackleton discuss the relevance of emerging markets for the global transition to net zero.

Ninety One 3rd Jan 2025

Analysis & Opinion

Stock story: Ecolab

Baillie Gifford’s Impact Director Edward Whitten explains how water management company Ecolab is applying over 100 years of expertise to benefit both its customers and the planet.

Baillie Gifford 3rd Jan 2025

Analysis & Opinion

Climate Scenario Analysis: Steering through transition delays

abrdn asks: is it time to reassess your investment strategy amid climate policy delays and clean technology advances?

Aberdeen Investments 3rd Jan 2025

Analysis & Opinion

Equity: Unpicking the Trump effect on sustainability in four industries

abrdn explores the impact of Trump policies on sustainability across tech, healthcare, industrials and utilities. What does the future hold?

Aberdeen Investments 3rd Jan 2025

Analysis & Opinion

The Week: the UK market: don’t worry, be happy

Dividend growth figures for 2024 may be disappointing, but there are still reasons to be cheerful about the UK.

Adviser-Hub 19th Dec 2024

Analysis & Opinion

The Week: emerging markets in the year ahead

Emerging markets should have been in a sweet spot for the year ahead, but the US election may have derailed that.

Adviser-Hub 12th Dec 2024

Analysis & Opinion

Market view: Mixed picture facing global fixed income investors

Fidelity Strategic & Flexible Bond portfolio managers Mike Riddell and Tim Foster share their outlook for 2025 and insights into how they’re looking to position the portfolios against an...

Fidelity International 5th Dec 2024

Analysis & Opinion

Five things to look out for in 2025 with MyFolio

From inflation to diversification and SDR, abrdn explores the prospects for the year ahead.

Aberdeen Investments 5th Dec 2024

Analysis & Opinion

The great US infrastructure rebuild

Spotting the winners from the great US infrastructure renaissance: Baillie Gifford explores the gold amid the grit of the US drive to repair its essential networks.

Baillie Gifford 5th Dec 2024

Analysis & Opinion

A tale of two COPs (and why, despite the negative noise, they do matter)

abrdn looks at what the latest COP developments mean for investors.

Aberdeen Investments 4th Dec 2024

Analysis & Opinion

Infrastructure debt – a catalyst for net zero in the UK and Europe

abrdn asks: could you contribute to decarbonisation and tap into long-term investment potential?

Aberdeen Investments 4th Dec 2024

Analysis & Opinion

abrdn publishes Fixed Income Engagement Roadmap

abrdn addresses the gap in active ownership within the US$141 trillion global bond market by publishing its Fixed Income Engagement Roadmap, aiming to enhance bondholder stewardship practices.

Aberdeen Investments 4th Dec 2024

Analysis & Opinion

Sustainability Inspires: how abrdn uses voting to make business better

How does voting help drive positive change and improve the performance of clients' investments?

Aberdeen Investments 4th Dec 2024

Analysis & Opinion

The Week: better times ahead for UK gilts?

In a tough year for government bonds, gilts have been particularly weak. Could they revive in 2025?

Adviser-Hub 4th Dec 2024

Analysis & Opinion

COP29: insights from Fidelity’s investment team

Members of Fidelity’s investment team look at the potential outcomes from COP29 and assess the investment implications

Fidelity International 3rd Dec 2024

Analysis & Opinion

How Fidelity’s new sustainable high yield ETFs optimise multifactor exposures

Benefitting from higher risk-adjusted return potential while also paving a clearer climate pathway.

Fidelity International 3rd Dec 2024

Analysis & Opinion

Economic outlook: global growth dependent on a resilient US

As inflation eases and central banks around the world cut interest rates, the outlook for the global economy remains decidedly mixed heading into the new year, says Capital Group.

Capital Group 28th Nov 2024

Analysis & Opinion

The age wave: investing in the needs of an ageing society

Baillie Gifford explains why increasingly elderly populations could transform our lives as much as climate change or AI.

Baillie Gifford 28th Nov 2024

Analysis & Opinion

Outlook for global mid-caps looks positive

Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes share their outlook for 2025 and outline how they’re looking to position the portfolio against an evolving m...

Fidelity International 28th Nov 2024

Analysis & Opinion

The Week: do advisers need to worry about crypto?

The astonishing rise of bitcoin in 2024 has reignited the cryptocurrency frenzy. Even the FCA is starting to take notice.

Aberdeen Investments 27th Nov 2024

Analysis & Opinion

The Week: smaller companies

Smaller companies and Labour’s new broom.

Adviser-Hub 21st Nov 2024

Analysis & Opinion

US elections: the European impact

Trump’s mercantilism could spell instability, says Capital Group.

Capital Group 21st Nov 2024

Analysis & Opinion

Balancing the promise and perils of AI

Ninety One’s Head of Quality Clyde Rossouw explains why exposure to higher-quality companies can successfully position investors for an AI-driven future.

Ninety One 21st Nov 2024

Analysis & Opinion

Market view: Navigating bond markets in a volatile post-election market

Fidelity’s Kris Atkinson offers his latest views on interest rates and credit, and why he continues to play for lower yields and steeper curves while de-risking the credit side of portfolios....

Fidelity International 21st Nov 2024

Analysis & Opinion

Investing in decarbonisation under Trump 2.0

How will Trump 2.0 affect clean-tech sectors, including renewable energy and electric vehicles? Ninety One’s Deirdre Cooper considers what lies ahead for investors in global decarbonisation.<...

Ninety One 19th Nov 2024

Analysis & Opinion

The Week: trouble ahead for fixed income markets?

Fixed income markets are facing pressure as inflation expectations revive. Where are the vulnerabilities?

Adviser-Hub 14th Nov 2024

Analysis & Opinion

US election: a clear cut result, but what does it mean for the economy?

Philip Saunders, Director of Ninety One’s Investment Institute reminds us that regardless of the party in power, long-term market movements are driven by fundamentals – growth matters.<...

Ninety One 14th Nov 2024

Analysis & Opinion

Why are enhanced index strategies increasingly popular?

abrdn brings you three key reasons.

Aberdeen Investments 14th Nov 2024

Analysis & Opinion

EM equities: five factors point to a rebound

Ninety One’s analysis assesses five critical factors that could support EM returns relative to developed markets.

Ninety One 14th Nov 2024

Analysis & Opinion

EM equities: five factors point to a rebound

The emerging market (EM) equity asset class has approached a turning point more than once over recent years.

Ninety One 13th Nov 2024

Analysis & Opinion

The Week: bond market wobbles as Trump wins

Longer-dated treasuries signalled nervousness around Trump’s victory.

Adviser-Hub 7th Nov 2024

Analysis & Opinion

Market view: Have investors missed the rally in stocks and bonds?

As markets have recovered, the fresh opportunity to get invested is clear — and sitting on cash-like holdings should have less appeal, says Capital Group.

Capital Group 7th Nov 2024

Analysis & Opinion

Beyond the dragon's reach

abrdn examines how to better manage China risks while seeking attractive emerging market equity investments outside the world's second-largest economy.

Aberdeen Investments 7th Nov 2024

Analysis & Opinion

Reflections on investing in Indian equities over the past 20 years 

Vinay Agarwal, Director of FSSA Investment Managers, shares his experiences and some of his reflections over the past decades.

FSSA Investment Managers 7th Nov 2024

Analysis & Opinion

The clean energy election

Will the US election result affect investors in US utilities? Baillie Gifford’s Felix Amoako-Kwarteng finds out.

Baillie Gifford 5th Nov 2024

Analysis & Opinion

Has Net Zero gone nuclear?

US utilities are breaking ground on Small Modular Reactors in the hunt for carbon-free energy – First Sentier’s Rebecca Sherlock tells us more.

FSSA Investment Managers 5th Nov 2024

Analysis & Opinion

The rise of AI and ESG

AI is touching almost every corner of the global economy – Capital Group explores the implications for ESG issues.

Capital Group 5th Nov 2024

Analysis & Opinion

The Week: Budget 2024: bond market nerves

Since the Liz Truss debacle, chancellors have lived in fear of the bond market. Has Rachel Reeves kept it sweet?

Adviser-Hub 31st Oct 2024

Analysis & Opinion

Budget 2024: fixing the foundations?

In Labour’s first Budget since 2010, Chancellor of the Exchequer Rachel Reeves announced £40 billion-worth of higher taxes alongside increased investment in health, education, defe...

Adviser-Hub 31st Oct 2024

Analysis & Opinion

Market view: Why Fidelity believes there is still life in the UK market rally

With UK equities trading at their most attractive levels, strong corporate earnings, and an improving domestic economy, it’s time to capitalise on the significant upside potential still on of...

Fidelity International 31st Oct 2024

Analysis & Opinion

MAC mechanics: under the bonnet of Ninety One’s Multi-Asset Credit Strategy

Ninety One believes that the case for adopting a dynamic approach to portfolio construction across a broad investment universe has never been clearer.

Ninety One 31st Oct 2024

Analysis & Opinion

Public Enemy were right: don’t believe the hype

Momentum has been a popular investment strategy in recent years, but glory hunting is likely to result in high costs and mediocre returns. Schroders examines data showing the perils of chasing past...

Adviser-Hub 30th Oct 2024

Analysis & Opinion

The Week: UK dividend drop: a worrying sign?

UK dividends are down, with weakness in the mining sector, the strength of sterling and a preference for share buybacks weighing on returns.

Adviser-Hub 24th Oct 2024

Analysis & Opinion

Where to invest as interest rates decline

Don’t let uncertainty get in the way of your long-term investment goals, says Capital Group – here are five opportunities to consider as the Fed pivots to interest rate cuts.

Capital Group 24th Oct 2024

Analysis & Opinion

The case for equity market neutral strategies in five charts

Fidelity's absolute return strategy can help investors diversify and enhance equity return drivers in an environment in which macroeconomic and market volatility are elevated.

Fidelity International 24th Oct 2024

Analysis & Opinion

Introducing Ninety One’s Sovereign Biodiversity Index

Ninety One presents an index that provides a quantitative way for investors to assess nature and biodiversity risks at the national level.

Ninety One 22nd Oct 2024

Analysis & Opinion

Positive Change: investor letter Q3 2024

Baillie Gifford’s Positive Change team shares insights on Q3 2024, covering the strategy's recent performance, portfolio adjustments, and market influences.

Baillie Gifford 22nd Oct 2024

Analysis & Opinion

To COP16 and beyond

COP16 will focus on resource mobilisation and the implementation of the GBF that aims to halt and reverse biodiversity loss by 2030 – Fidelity tells us more.

Fidelity International 22nd Oct 2024

Analysis & Opinion

Decent work: a new framework for investors

What is decent work and what’s the issue? abrdn’s latest research paper shows why ‘decent work’ matters, and highlights the investment risks and opportunities.

Aberdeen Investments 22nd Oct 2024

Analysis & Opinion

The Week: is China back?

Chinese market for almost as long as they’ve been calling a recovery in the UK. After a big stimulus package and a rally in share prices, is that recovery finally here?

Adviser-Hub 17th Oct 2024

Analysis & Opinion

Market view: Multi asset: why your bonds may finally excel in your portfolio

Bonds are making a comeback and abrdn examines how bond market dynamics are shifting and what it could mean for you.

Aberdeen Investments 17th Oct 2024

Analysis & Opinion

Making nature count: an investor’s perspective

Ninety One’s Stephanie Niven discusses a new way of managing nature risks from the earliest stages of construction and infrastructure projects.

Ninety One 11th Oct 2024

Analysis & Opinion

European ESG Regulatory Update - October 2024

Fidelity’s sustainability team provides an overview of the latest developments across the ESG regulatory landscape and outlines the implications for investors.

Fidelity International 11th Oct 2024

Analysis & Opinion

The Week: cost disclosure: investment trusts bounce back

The regulator has resolved the problems around cost disclosure for investment trusts, but platforms still have concerns.

Adviser-Hub 10th Oct 2024

Analysis & Opinion

Chinese policy crosses the Rubicon – what now?

A decisive policy pivot – in the form of a fiscal boost – has seen China’s equity market escape its trough – Fidelity’s team assesses whether investors should believe...

Fidelity International 10th Oct 2024

Analysis & Opinion

DC views: how to achieve better member outcomes

Baillie Gifford explores the UK DC market, discussing frustrations around cost and investment constraints, and how better member outcomes can be achieved.

Baillie Gifford 10th Oct 2024

Analysis & Opinion

The Week: tax changes and UK small caps

The small cap recovery is on pause while investors wait for the October budget.

Adviser-Hub 3rd Oct 2024

Analysis & Opinion

Welcome to the Benjamin Button economy

In the 2008 film The Curious Case of Benjamin Button, the title character ages in reverse – oddly enough, Capital Group’s Jared Franz thinks the US economy is doing something similar.

Capital Group 3rd Oct 2024

Analysis & Opinion

Why quality matters in Europe

Fidelity’s Sam Morse and Marcel Stötzel explain why a focus on high-quality companies can continue to drive attractive long-term returns for investors in Europe.

Fidelity International 3rd Oct 2024

Analysis & Opinion

Bonds back in focus

Ninety One’s Ellie Clapton and Jason Borbora-Sheen explore the resurgence of bonds as a viable investment class.

Ninety One 3rd Oct 2024

Analysis & Opinion

The Week: Labour keeps savers guessing

Apart from some gloomy rhetoric, there were few clues at the Labour party conference as to who will pay to fill the fiscal black hole.

Adviser-Hub 26th Sep 2024

Analysis & Opinion

Why higher-rated corporate bonds still make sense

abrdn goes back in time to find out what history teaches us about bond performance in the critical 12 months following a central bank’s first rate cut.

Aberdeen Investments 26th Sep 2024

Analysis & Opinion

China equities: staying the course with quality companies

FSSA Investment Managers continue to believe that there are pockets of growth to be found in China – even amid a slower economy.

FSSA Investment Managers 26th Sep 2024

Analysis & Opinion

Powering the AI revolution: a superscale clean-tech opportunity?

Artificial intelligence is accelerating demand for clean and efficient energy – as a result, the growth opportunity across the clean-tech value chain is multiplying, says Ninety One.

Ninety One 24th Sep 2024

Analysis & Opinion

New UK ESG rating rules are coming soon

abrdn outlines the benefits of ESG ratings regulations for investors.

Aberdeen Investments 24th Sep 2024

Analysis & Opinion

The Week: rate cuts are here at last: a champagne moment?

The Federal Reserve has finally cut rates after a year of waiting. But markets were non-plussed.

Adviser-Hub 19th Sep 2024

Analysis & Opinion

China: finding the new shoots of growth

International investors are sceptical, but Baillie Gifford believes that, below the surface, China’s government and companies are laying the foundations for the next growth phase.

Baillie Gifford 19th Sep 2024

Analysis & Opinion

How to invest with confidence in a US election year

Capital Group addresses some top adviser questions about investing in a US election year.

Capital Group 13th Sep 2024

Analysis & Opinion

EM equities: five factors point to a rebound

Ninety One analyses the critical factors that could support EM returns relative to developed markets after several false dawns.

Ninety One 13th Sep 2024

Analysis & Opinion

The Week: is the inflation genie back in the bottle?

Inflation data is mixed and unpredictable. Could it still be a threat even as central banks cut rates?

Adviser-Hub 12th Sep 2024

Analysis & Opinion

Decarbonising data centres

Capital Group explores three key areas that could play a role in the decarbonisation of data centres.

Capital Group 10th Sep 2024

Analysis & Opinion

Where does value lie in the UK market?

UK stock markets have seen a notable improvement over the last few months, galvanised by improving economic and political stability. This has brought some valuations closer to their international p...

Adviser-Hub 9th Sep 2024

Analysis & Opinion

How to invest with confidence in a US election year

There are lots of reasons why an investor might want to use their portfolio to generate an income. Perhaps they want to fund their retirement, or to supplement their day-to-day living expenses, or...

Capital Group 9th Sep 2024

Analysis & Opinion

UK market review: Volatility hits UK markets

Although many global equity markets successfully rebounded from sharp declines early in August, UK share prices posted a somewhat lacklustre performance amid fading hopes of further near-term cuts...

Adviser-Hub 6th Sep 2024

Analysis & Opinion

Investing for income

There are lots of reasons why an investor might want to use their portfolio to generate an income. Perhaps they want to fund their retirement, or to supplement their day-to-day living expenses, or...

Adviser-Hub 6th Sep 2024

Analysis & Opinion

The Week: mounting volatility in investment markets

After the sell-off in late July, markets have been uneventful for much of August, but that appears to be changing as people return to work.

Adviser-Hub 5th Sep 2024

Analysis & Opinion

US value in focus

Rosanna Burcheri and Ashish Bhardwaj, portfolio managers for Fidelity American Special Situations, explain why there is still a rich pool of attractive opportunities for value investors to exploit...

Fidelity International 5th Sep 2024

Analysis & Opinion

Why Capital Group believes it’s time to exit cash and move back into bonds

Historically, pivots in monetary policy have significantly impacted market returns and, as such, Capital Group believes they warrant a rethink of investors’ defensive allocations.

Capital Group 5th Sep 2024

Analysis & Opinion

Will Labour change the State Pension age?

With the election decided, one of the more electorally sensitive issues is likely to emerge in the months ahead: the State Pension age. Fidelity’s Andrew Oxlade examines the possibilities.

Fidelity International 5th Sep 2024

Analysis & Opinion

How UK markets are changing

It has been a long road for investors in UK stock markets. Without a glamorous technology sector to excite international investors, and with its fair share of domestic troubles, the UK equity marke...

Adviser-Hub 5th Sep 2024

Analysis & Opinion

Can political and economic stability drive UK equities?

After a near-decade of political and economic disruption, the UK appears to be entering a period of greater stability. A new government, improving economic data and greater confidence should bring...

Adviser-Hub 2nd Sep 2024

Analysis & Opinion

The Week: will CGT changes hurt the UK stock market?

Rumoured changes to CGT already appear to be creating selling pressure. Could it derail the recovery in the UK market?

Adviser-Hub 29th Aug 2024

Analysis & Opinion

Central bank Olympics redux – faster, (lower), stronger

The Games might be over, but the central bank rate-cutting race has just begun – abrdn looks at what to expect for the rest of 2024.

Aberdeen Investments 29th Aug 2024

Analysis & Opinion

Market view: Navigating China’s path to recovery

Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, believes opportunities are now emerging across a range of sectors which offer strong structural growth prospects at compel...

Fidelity International 29th Aug 2024

Analysis & Opinion

Climate adaptation for the next generation

Financial innovation to manage extreme-weather risk.

Ninety One 28th Aug 2024

Analysis & Opinion

Financial markets are trapped in short-termism mindset

If the financial system fails to change the way financial decisions are made, we will continue jeopardising the health of our people and our planet. Change is a necessary must, says First Sentier I...

FSSA Investment Managers 28th Aug 2024

Analysis & Opinion

EM corporate bonds and the SDGs: delivering profit with purpose

Can companies deliver solutions to the world’s big problems while returning a profit? Here’s three firms abrdn thinks can.

Aberdeen Investments 28th Aug 2024

Analysis & Opinion

Climate Change: sustainable returns, real-world impact via active transition investing

How bond investors can potentially achieve decent returns for their portfolios and help the planet: an Asian perspective from abrdn.

Aberdeen Investments 28th Aug 2024

Analysis & Opinion

The Week: investors should exercise caution on fixed income exuberance

Fixed income funds have seen record inflows over the summer, with investors worried about recession, but the optimism may have gone too far.

Adviser-Hub 22nd Aug 2024

Analysis & Opinion

The Week: Does the US election matter?

It is tempting to dismiss the US election as just ‘noise’, but the result will have repercussions across the world.

Adviser-Hub 15th Aug 2024

Analysis & Opinion

US recession fears rise, but fundamentals remain resilient

Fidelity’s Global Head of Macro & Strategic Asset Allocation Salman Ahmed explains why growth is unlikely to fall off a cliff, and a soft landing is still the most expected outcome for th...

Fidelity International 15th Aug 2024

Analysis & Opinion

Four hallmarks of a quality company

Walter Scott client investment manager Murdo MacLean delves into four attributes he thinks companies should possess in order to weather macro and market headwinds.

BNY Mellon Investment Management 15th Aug 2024

Analysis & Opinion

Thematic equities: the next frontiers in AI

Where are the next investment opportunities in AI? abrdn details three themes that they think will drive the future of AI.

Aberdeen Investments 15th Aug 2024

Analysis & Opinion

A sustainable approach to corporate credit

Insight Investment portfolio manager Damien Hill talks about the relationship between alpha and carbon intensity in relation to investing in corporate credit.

BNY Mellon Investment Management 14th Aug 2024

Analysis & Opinion

Environment: making sense of the E in ESG

Baillie Gifford explores how companies’ relationships with climate, energy and the environment relate to long-term growth.

Baillie Gifford 14th Aug 2024

Analysis & Opinion

The Week: Is the US really heading for recession?

This week’s turmoil in markets is premised on the view that the US might be heading for recession – is that plausible?

Adviser-Hub 8th Aug 2024

Analysis & Opinion

Market view: Five views on tumbling markets

Five views from Capital Group investment professionals assessing the latest fast-changing market developments.

Capital Group 8th Aug 2024

Analysis & Opinion

Market view: Is it time for UK corporate bonds to shine?

What persistent inflationary pressures and market volatility might mean for UK corporate bond markets.

BNY Mellon Investment Management 8th Aug 2024

Analysis & Opinion

Pension Forum: the lifetime allowance replacement regime takes centre stage

Pension legislation can never be described as straightforward. Judging by Fidelity Adviser Solutions’ Pension Forum, the intricacies of the new lifetime allowance (LTA) replacement regime are...

Fidelity Adviser Solutions 4th Aug 2024

Analysis & Opinion

The Week: Interest rate fever

All eyes are on central banks. Will the US follow the UK and Europe in September?

Adviser-Hub 1st Aug 2024

Analysis & Opinion

Market view: The future of global equities

Portfolio managers Rob Lovelace and Noriko Chen discuss the dynamics shaping world markets and where they see the greatest opportunities.

Capital Group 1st Aug 2024

Analysis & Opinion

Weighing up the effect of weight-loss drugs

Walter Scott investment managers Lindsay Scott and Max Skorniakov, and investment analyst Dr Oriana Beaumont investigate the potential consequences of anti-obesity drugs.

BNY Mellon Investment Management 1st Aug 2024

Analysis & Opinion

Interest rate update: “Finely balanced”

The Bank of England cut its key interest rate by 25 basis points to 5% at its August rate-setting meeting.

Adviser-Hub 1st Aug 2024

Analysis & Opinion

Positive Change: investor letter Q2 2024

Baillie Gifford’s investment specialist Rosie Rankin gives an update on the Positive Change Strategy covering Q2 2024.

Baillie Gifford 30th Jul 2024

Analysis & Opinion

Using satellite technology to tackle deforestation

In 2023, to complement its thematic engagement on deforestation, Fidelity continued its participation in the satellite-based deforestation engagement programme led by Cardano (formerly ACTIAM) and...

Fidelity International 30th Jul 2024

Analysis & Opinion

Future Minerals: why utility and scarcity make a winning union

Demand for ‘future minerals’ vital to the green transition is set to take off. Here’s the why, and how, you should consider playing the start of this new ‘super cycle’...

Aberdeen Investments 30th Jul 2024

Analysis & Opinion

Navigating the path to decarbonisation: the role of investors in sustainable growth

How can shareholders help companies on their net-zero journey? abrdn discusses its views.

Aberdeen Investments 30th Jul 2024

Analysis & Opinion

The Week: UK turnaround?

It’s not the first time a turnaround has been flagged for the UK market, but this time, it could be different.

Adviser-Hub 25th Jul 2024

Analysis & Opinion

A trio of transformational themes

Newton mixed assets portfolio manager Simon Nichols considers three global investment themes he thinks could have a positive influence on multi-asset portfolios.

BNY Mellon Investment Management 25th Jul 2024

Analysis & Opinion

Market view: Are M&As and buybacks about to drive markets?

Read abrdn’s latest thoughts on the potential impact of corporate activity on the direction of major stock markets around the world – is it a case of ‘good news’ or ‘b...

Aberdeen Investments 25th Jul 2024

Analysis & Opinion

Market view: Beyond China: exploring Asia's equity landscape

Capital Group equity portfolio manager Chris Thomsen discusses opportunities he is currently seeing across India, the Philippines, Vietnam and Indonesia.

Capital Group 25th Jul 2024

Analysis & Opinion

The Week: UK dividends: buoyant growth

The UK market is a fertile hunting growth for dividend investors, but it could be worth looking beyond the FTSE 100.

Adviser-Hub 17th Jul 2024

Analysis & Opinion

The Week: It’s the debt, stupid

Fund managers will often say that politics has little influence on financial markets, but with soaring debt levels, politics may matter more than usual.

Adviser-Hub 11th Jul 2024

Analysis & Opinion

Market view: Does a new golden age beckon for fixed income?

With low yields apparently coming to an end, BNY Investment asks: just how attractive are fixed income markets?

BNY Mellon Investment Management 3rd Jul 2024

Analysis & Opinion

Unlocking the potential: listed property vs direct property

First Sentier Investors examine the case for having listed property as part of real asset portfolios, and highlight the investment opportunity in listed property as a complement to real asset portf...

FSSA Investment Managers 3rd Jul 2024

Analysis & Opinion

The Week: Ooh la la: trouble across the Channel

Macron’s ill-advised decision to call a snap election has plunged French politics – and its financial markets – into turmoil.

Adviser-Hub 3rd Jul 2024

Analysis & Opinion

China’s clean technologies: the risks and opportunities of oversupply

Clean technology is good for the climate – but what happens when supply outpaces demand?

Aberdeen Investments 2nd Jul 2024

Analysis & Opinion

Impact as a lens for equity return generation

abrdn looks at environmental opportunities within infrastructure and construction.

Aberdeen Investments 2nd Jul 2024

Analysis & Opinion

The Week: The investment trust mega-merger

Alliance Trust and Witan are to merge, creating one of the largest UK-listed investment trusts. It could be a good deal for all sides.

Adviser-Hub 27th Jun 2024

Analysis & Opinion

Market view: volatile’: 'Phenomenally volatile': will markets remain choppy?

Walter Scott client investment manager George Dent considers why, in this uncertain macroeconomic environment, he thinks it is important to focus on companies with strong fundamentals.

BNY Mellon Investment Management 27th Jun 2024

Analysis & Opinion

Diversified assets: a new regime needs a fresh approach

The 60/40 portfolio is back – but where do we go from here? abrdn share their views and what it might mean for portfolios.

Aberdeen Investments 27th Jun 2024

Analysis & Opinion

Protecting yourself from financial scams

Financial scamming operations have become increasingly sophisticated and technological innovations have made it even harder to tell a scam from the real thing.

Adviser-Hub 27th Jun 2024

Analysis & Opinion

The Financial Services Compensation Scheme (FSCS)

The Financial Services Compensation Scheme (FSCS) covers all companies regulated by the Financial Conduct Authority (FCA) and the Prudential Regulatory Authority (PRA), including banks, building so...

Adviser-Hub 26th Jun 2024

Analysis & Opinion

The Week: The manifestos are out

The major political parties made their pledges to the nation this week, but did they contain anything radical?

Adviser-Hub 20th Jun 2024

Analysis & Opinion

US fiscal consolidation? Not in 2025

Ninety One’s Dan Morgan discusses how US fiscal policy will continue to play an increasingly influential role and, as investors navigate a new policymaking world, he considers what they shoul...

Ninety One 20th Jun 2024

Analysis & Opinion

Understanding equity and bond correlations

Fidelity Multi Asset Portfolio Manager Chris Forgan discusses why some shared macroeconomic drivers don’t always influence equities and bonds in the same way, and how the relationship between...

Fidelity International 20th Jun 2024

Analysis & Opinion

Fireside Chat: the benefits of active management in retirement

For those planning their retirement, BNY Investments’ Richard Parkin outlines the potential benefits of deploying active management into investment strategies.

BNY Mellon Investment Management 20th Jun 2024

Analysis & Opinion

EU deforestation rules show biodiversity intent

Major new EU regulations on deforestation are being introduced later in 2024 that will force companies to trace their input materials. Fidelity explains why they believe these rules are a firm step...

Fidelity International 20th Jun 2024

Analysis & Opinion

Celebrating three years of abrdn’s Climate Transition Bond Strategy

Read this interview with managers Samuel Grantham and Thomas Leys.

Aberdeen Investments 20th Jun 2024

Analysis & Opinion

Investing in the climate transition: bonds versus equities

abrdn explains why the influence bond investors wield shouldn’t be underestimated.

Aberdeen Investments 20th Jun 2024

Analysis & Opinion

Transition trilemma: a reckoning for decarbonisation?

How can infrastructure help with the energy transition? abrdn explains.

Aberdeen Investments 20th Jun 2024

Analysis & Opinion

The importance of earnings growth

Ninety One believes the market will begin focusing less on the ‘story’ component of investment cases, shifting attention back to companies’ earnings streams.

Ninety One 13th Jun 2024

Analysis & Opinion

European residential real estate - time to live a little

What lies ahead for the European living sector? abrdn discusses the opportunities.

Aberdeen Investments 13th Jun 2024

Analysis & Opinion

The Week: Europe: political uncertainty outweighs rate cuts

European markets had been set to accelerate, but political tensions may halt their progress.

Adviser-Hub 13th Jun 2024

Analysis & Opinion

The Week: Can the election change the trajectory of UK growth?

As Labour and the Conservatives battle their way to the polls, can either party boost economic growth in the UK?

Adviser-Hub 6th Jun 2024

Analysis & Opinion

An explainer on nature and biodiversity

First Sentier’s article focuses on three of the Principal Adversity Impact indicators (PAIs) relating to Biodiversity Areas, Emissions to Water, and Hazardous and Radioactive Waste.

FSSA Investment Managers 5th Jun 2024

Analysis & Opinion

Baillie Gifford Responsible Investing Breakfast

An insight into the critical role of responsible investing...

Baillie Gifford 5th Jun 2024

Analysis & Opinion

ESG Analyst Survey: between targets and transition

More and more companies are falling behind in their effort...

Fidelity International 5th Jun 2024

Analysis & Opinion

Sustainable development goals in action: West East Soda

abrdn recently visited several firms in Türkiye, including this standout in the industrial space. Here’s what they learned.

Aberdeen Investments 5th Jun 2024

Analysis & Opinion

Climate Transition Bonds: seven sustainable investing takeaways

abrdn share their thoughts after four years of climate investing.

Aberdeen Investments 5th Jun 2024

Analysis & Opinion

The Week: Goldilocks no more?

The UK economy briefly looked like it might achieve a ‘not too hot and not too cold’ outcome, but markets are starting to doubt it.

Adviser-Hub 30th May 2024

Analysis & Opinion

Positioning for income in a rapidly evolving economic landscape

Fidelity’s Talib Sheikh provides an update on recent positioning moves within Fidelity’s multi asset income range, highlighting the increased exposure to developed market equities.

Fidelity International 30th May 2024

Analysis & Opinion

Positioning for geopolitical risk

Newton global income portfolio manager Jon Bell explains what elevated geopolitical uncertainty means for portfolio positioning.

BNY Mellon Investment Management 30th May 2024

Analysis & Opinion

Investment grade credit – focus on the idiosyncratic

Tightening credit spreads over recent months mean many of the opportunities within investment grade are increasingly company specific.

Capital Group 29th May 2024

Analysis & Opinion

The Week: Chasing the technology trade

Investors are still ploughing capital into US funds. It has an ‘end of the party’ feel.

Adviser-Hub 23rd May 2024

Analysis & Opinion

European champions

Walter Scott investment manager Alan Edington looks ahead to a summer of sport and entertainment that’s set to showcase not just a host of global superstars, but also some of Europe’s l...

BNY Mellon Investment Management 23rd May 2024

Analysis & Opinion

Quality-Income: harnessing tomorrow’s equity drivers

Fidelity examines why Quality-Income strategies seem an attractive prospect given recent shifts in capital market assumptions, and how investors can get exposure to this strategy.

Fidelity International 23rd May 2024

Analysis & Opinion

Investing in innovation

Baillie Gifford invests in innovation via the companies shaping the future – and by asking ‘what if?’, they can find exceptional businesses to invest in on their clients’ be...

Baillie Gifford 23rd May 2024

Analysis & Opinion

Tackling health, climate and inequality

What do mouthwash, clean stoves and parametric insurance all have in common? Find out as Ninety One’s Stephanie Niven chats with Paul Ronalds, CEO of Global Ventures at Save the Children.

Ninety One 22nd May 2024

Analysis & Opinion

ASML: shaping the future

ASML’s machines print the chips that power our everyday lives – Ninety One’s William Nott explains why the business meets the threshold to be considered a quality stock.

Ninety One 22nd May 2024

Analysis & Opinion

5 key topics for investors to have on their ESG radar

Capital Group examines five of the most important developments on the horizon: supply chains, AI, energy transition, sovereigns (government issuers of bonds) and biodiversity.

Capital Group 21st May 2024

Analysis & Opinion

Investing in the key players in Asia’s energy transition: Emission Impossible?

In this latest episode of abrdn’s Emerging Market Equities podcast, David Smith joins Nick Robinson to discuss Asia’s energy transition.

Aberdeen Investments 21st May 2024

Analysis & Opinion

The Week: Markets celebrate better news on inflation

As inflation prints drop, is it go-go-go on rate cuts? Markets seem to think so.

Adviser-Hub 16th May 2024

Analysis & Opinion

Fixed income investors weigh inflationary impacts

BNY Mellon asks: can a strategic approach drive fixed income advantage?

BNY Mellon Investment Management 16th May 2024

Analysis & Opinion

Pensions – still the first port of call for retirement savings

Fidelity’s Paul Squirrell, Head of Retirement and Savings Development, illustrates why pensions are still the starting point for clients saving for their retirement.

Fidelity Adviser Solutions 16th May 2024

Analysis & Opinion

Capital Group’s ESG framework builds on 90 years of research legacy

Capital Group’s commitment to ESG is demonstrated by its integration into their investment approach: The Capital SystemTM.

Capital Group 10th May 2024

Analysis & Opinion

ESG: actions speak louder than disclosure

Unless disclosure is accompanied by real teeth to drive positive change, abrdn believes there may be more reporting for reporting’s sake.

Aberdeen Investments 10th May 2024

Analysis & Opinion

The evolution of ESG: how sustainable practices are shifting in developed credit markets

We’ve moved on from blanket exclusions to more forward-looking engagement – abrdn asks: what are the results?

Aberdeen Investments 10th May 2024

Analysis & Opinion

Private markets: how do we tackle ESG issues?

abrdn discusses its approach to ESG concerns in private markets.

Aberdeen Investments 10th May 2024

Analysis & Opinion

The Week: Who’d be a central banker?

A rate cut always looked unlikely, but the devil will be the detail as the Bank of England shows its working.

Adviser-Hub 9th May 2024

Analysis & Opinion

The dividend pay-off

Fidelity’s Aditya Shivram examines the data behind his belief that a focus on dividends is just as important as capital appreciation, and why it could lead to more sustainable and lower volat...

Fidelity International 9th May 2024

Analysis & Opinion

Asia’s changing income story

Newton portfolio manager Zoe Kan assesses a shifting investment landscape in Asia – one that looks towards a more income-oriented approach to the region.

BNY Mellon Investment Management 9th May 2024

Analysis & Opinion

Algorithmic alchemy: investing with optimism in AI

As well as investing in many leading artificial intelligence companies, Baillie Gifford is exploring uses of AI to improve how they invest on behalf of their clients.

Baillie Gifford 2nd May 2024

Analysis & Opinion

What if the Fed doesn’t cut interest rates this year?

Capital Group’s Darrell Spence sees three solid reasons to keep the federal funds rate right where it is throughout 2024.

Capital Group 2nd May 2024

Analysis & Opinion

Cash has further to run

As interest rates are expected to stay higher for longer, so should the relative attractiveness of cash in investment portfolios, says Fidelity

Fidelity International 2nd May 2024

Analysis & Opinion

The Week: China: finally, a turnaround?

Few dispute the difficulties still facing the Chinese economy. However, they may not prevent a revival in the country’s stock market.

Adviser-Hub 1st May 2024

Analysis & Opinion

The Week: Tech bust?

It’s been a tricky few weeks for the technology sector, after some early results suggested growth expectations may have gone too far.

Adviser-Hub 25th Apr 2024

Analysis & Opinion

Opportunities in the US market today

The US economy has continued to defy expectations. Rising interest rates have made little dent in the country’s GDP trajectory, with a buoyant jobs market supporting consumer spending. Howeve...

Adviser-Hub 25th Apr 2024

Analysis & Opinion

Net-zero investing: searching for returns and real-world change

This paper sets out how we can evolve the approach to net-zero investing to achieve the dual objectives of delivering decarbonisation in the real economy while optimising returns for clients and be...

Ninety One 24th Apr 2024

Analysis & Opinion

Blue bonds - what’s all the comm-ocean?

Blue bonds are at a nascent stage of development, but have the potential to direct capital to conserve marine ecosystems and mitigate the significant environmental and economic risks associated wit...

Fidelity International 23rd Apr 2024

Analysis & Opinion

Net-zero stewardship: an engagement-led approach to decarbonisation

Active ownership is a key part of meeting net-zero goals. abrdn discusses how to help companies on their decarbonisation journey.

Aberdeen Investments 23rd Apr 2024

Analysis & Opinion

Magnificent Seven or bust?

The US economy has continued to defy expectations. Rising interest rates have made little dent in the country’s GDP trajectory, with a buoyant jobs market supporting consumer spending. Howeve...

Adviser-Hub 23rd Apr 2024

Analysis & Opinion

Market view: Asian stocks enter the dividend age

Asia has long been chiefly a growth story for investors – Fidelity portfolio managers Jochen Breuer and Lynda Zhou examine the case for Asian dividends.

Fidelity International 18th Apr 2024

Analysis & Opinion

Market view: Emerging markets: why the asset class is worth the "bother"

Faced with their critics, emerging markets continue to show significant potential in the second quarter and beyond, says abrdn.

Aberdeen Investments 18th Apr 2024

Analysis & Opinion

Market view: Mixed economic signals puzzle fixed income investors

As central banks work to tackle inflation, Insight Investment asks: just how healthy are the prospects for European credit markets?

BNY Mellon Investment Management 18th Apr 2024

Analysis & Opinion

Are investors missing the vulnerabilities in the US economy?

The US economy has continued to defy expectations. Rising interest rates have made little dent in the country’s GDP trajectory, with a buoyant jobs market supporting consumer spending. Howeve...

Adviser-Hub 18th Apr 2024

Analysis & Opinion

Sustainability Disclosure Requirements: a practical guide for investors

The roll-out of new measures related to Sustainability Disclosure Requirements (SDR) begins in May when anti-greenwashing rules come into effect. Ahead of this, Fidelity’s...

Fidelity International 17th Apr 2024

Analysis & Opinion

The Week: US rate rises to take ‘longer than expected’

Jay Powell has finally said what a lot of economists were thinking – US rate rises are some way off, but that shouldn’t deter the ECB and Bank of England.

Adviser-Hub 17th Apr 2024

Analysis & Opinion

Quantitative tightening: where does it go from here?

Based on recent statements from Fed governors, the most realistic scenario appears to be that the central bank will begin tapering the QT programme in June.

Capital Group 12th Apr 2024

Analysis & Opinion

The Long View: four megatrends to watch

Capital Group’s portfolio managers and analysts are scouring the world for e.nduring trends that have the potential to transcend individual sectors and impact the broader investing landscape...

Capital Group 11th Apr 2024

Analysis & Opinion

Equity markets suggest all is well... but is it really?

Fidelity Multi Asset Open range portfolio managers Chris Forgan and Caroline Shaw explain why they believe a cautious and flexible approach to asset allocation is prudent to navigate what comes nex...

Fidelity International 11th Apr 2024

Analysis & Opinion

Global mid-caps: postcard from the USA

abrdn’s Anjli Shah shares insights from her recent trip to the US, including politics, the economy, and companies that impressed.

Aberdeen Investments 11th Apr 2024

Analysis & Opinion

Notes from the road: something for everyone in Latin America

Whether it’s the strong structural story of Brazil or the alpha potential from Argentina’s reforming economy, Ninety One’s Nicolas Jaquier finds a compelling case for these two co...

Ninety One 11th Apr 2024

Analysis & Opinion

The Week: India: Asia’s great success story

India continues to grow at an impressive pace, but this has been reflected in financial market prices. Are there still opportunities for investors?

Adviser-Hub 10th Apr 2024

Analysis & Opinion

The Week: Is the UK economy turning?

The Prime Minister keeps saying that the ‘plan is working’, but are there really signs of a revival in the UK economy?

Adviser-Hub 4th Apr 2024

Analysis & Opinion

Notes from the road: what the US election means for investors in decarbonisation

The US Presidential election is likely to be contested by candidates with starkly different stances on climate. What does the November poll mean for investors in the global decarbonisation opportun...

Ninety One 3rd Apr 2024

Analysis & Opinion

Bridging the climate-nature nexus in income strategies

The relationship between climate change and biodiversity is a two-way street in which addressing one could help manage the other. This demands a more nuanced approach from (re)insurers seeking to d...

Fidelity International 2nd Apr 2024

Analysis & Opinion

Why it may be time to consider small and mid-sized companies for your Article 9 investment

abrdn sees compelling arguments for why the outlook for small and mid-sized companies is looking up, and why smaller companies can often make sense on sustainability grounds.

Aberdeen Investments 2nd Apr 2024

Analysis & Opinion

The Week: Scary US debt

US debt levels are reaching ever-scarier levels, and important people are starting to ask questions.

Adviser-Hub 28th Mar 2024

Analysis & Opinion

Pound cost averaging: making regular saving work for you

It’s the eternal conundrum for investors: how to decide when to invest. However, unless you’re gifted with foresight, you can’t predict what the stock market wi...

Adviser-Hub 27th Mar 2024

Analysis & Opinion

ISAs: the basics

An Individual Savings Account (ISA) is a tax-efficient wrapper that provides a home for a number of different types of investment.

Adviser-Hub 25th Mar 2024

Analysis & Opinion

LIFETIME ISAs (LISAs): the basics

Savers aged between 18 and 40 can choose to open a Lifetime ISA (LISA), which is designed to help young people to save not only for a first home, but also for their retirement.

Adviser-Hub 22nd Mar 2024

Analysis & Opinion

Recharging the EV trade

Why the electric vehicles (EVs) trade could be set for a boost – and why Newton is well prepared to explore this and other alternatives markets.

BNY Mellon Investment Management 21st Mar 2024

Analysis & Opinion

In practice: reducing carbon risk in RQI Investors Value portfolios

First Sentier leverages their recent paper ‘Reducing carbon intensity in portfolios: Better news than you think’ to assess how they can reduce carbon risk in their Value strategies.

FSSA Investment Managers 21st Mar 2024

Analysis & Opinion

ESG v sustainability: are we heading in the right direction?

Inconsistent definitions and approaches to measuring ESG make it tricky to evaluate and compare real-world impact. Rather than relying solely on numerical data, Baillie Gifford also considers quali...

Baillie Gifford 21st Mar 2024

Analysis & Opinion

Climeworks: digging deeper for climate solutions

Climeworks co-founder Christoph Gebald tells Baillie Gifford investment manager Lawrence Burns why he thinks the carbon capture industry will be as big by 2050 as the oil and gas industry is today....

Baillie Gifford 21st Mar 2024

Analysis & Opinion

Engaging UK water companies: the bondholder’s view

Fidelity fixed income portfolio managers Kris Atkinson and Shamil Gohil highlight the crucial role that bondholders can play when it comes to driving change on sustainability issues.

Fidelity International 21st Mar 2024

Analysis & Opinion

Financing on the wild side: rewilding as a nature-based solution

abrdn discusses rewilding and why nature-based solutions are set to be a significant trend in the finance industry.

Aberdeen Investments 21st Mar 2024

Analysis & Opinion

Planting the seed of change: real estate's role in the nature crisis

How can real estate reduce its negative impact on nature? abrdn discusses its views.

Aberdeen Investments 21st Mar 2024

Analysis & Opinion

Here comes the sun: the small caps helping lead the solar revolution

abrdn examines some of the companies delivering cutting-edge solutions to help harness solar power.

Aberdeen Investments 21st Mar 2024

Analysis & Opinion

The Week: UK inflation: good news?

UK inflation data looks like good news, but will the Bank of England be persuaded?

Adviser-Hub 20th Mar 2024

Analysis & Opinion

Ah, politics – we’ve been expecting you

With elections around the world, abrdn’s rates team zooms in on the UK and US. There’s a lot at stake – but what could it mean for investors?

Aberdeen Investments 20th Mar 2024

Analysis & Opinion

AI equity impact: already irrational?

BNY Mellon’s Global Economics and Investment Analysis (GEIA) team outlines its view on the economic implications of the new technology wave.

BNY Mellon Investment Management 20th Mar 2024

Analysis & Opinion

JUNIOR ISAs (JISAs): the basics

It’s never too early to start thinking about saving for the future. A Junior Individual Savings Account (JISA) gives children the opportunity to start saving early.

Adviser-Hub 19th Mar 2024

Analysis & Opinion

Income investing in a higher-yield world

Fidelity’s Talib Sheikh unpacks why a multi-asset approach is still the most attractive long-term option for income seekers

Fidelity International 14th Mar 2024

Analysis & Opinion

The geopolitical future that has already happened

The consequences of “the future that has already happened” are likely to be profound for investors, according to Ninety One’s Sahil Mahtani, Head of Macro Research

Ninety One 14th Mar 2024

Analysis & Opinion

The Week: The rise and rise of the gold price

The extent of the gold price rally is too much to be explained by interest rate and inflation expectations alone.

Adviser-Hub 13th Mar 2024

Analysis & Opinion

Does ‘Net Zero 2050’ matter?

abrdn unpicks company targets and transition risk.

Aberdeen Investments 7th Mar 2024

Analysis & Opinion

The role of Global Environment within a global equity allocation

Ninety One believes an investment strategy based on ‘decarbonisation’ can complement a core global equity allocation.

Ninety One 7th Mar 2024

Analysis & Opinion

The Week: Welcome the British ISA?

Will the Chancellor’s latest initiative be enough to revive interest in the UK stock market?

Adviser-Hub 7th Mar 2024

Analysis & Opinion

The Week: ‘Performance chasing’: the way to invest after all?

Investors are warned against chasing past performance, but new analysis shows that it has been a successful strategy over the past decade.

Adviser-Hub 29th Feb 2024

Analysis & Opinion

The Week: Buyback bonanza in the UK

UK companies are announcing buybacks on top of buybacks as they strive to boost their struggling share prices. Will it work?

Adviser-Hub 22nd Feb 2024

Analysis & Opinion

Sustainability Disclosure Requirements: a practical guide for investors

Ahead of the roll-out of new measures related to SDR in May, Fidelity’s Sustainable Investing team provide an overview of the regulations and the implications for investors.

Fidelity International 21st Feb 2024

Analysis & Opinion

Albemarle: salt flats and social responsibility

Increased demand for lithium forms a key tenet of Baillie Gifford’s investment case in Albemarle, the world’s largest lithium producer.

Baillie Gifford 21st Feb 2024

Analysis & Opinion

Sustainability Inspires: reshaping real estate assets to revitalise communities

abrdn explores the positive social impact of real estate investments on society

Aberdeen Investments 21st Feb 2024

Analysis & Opinion

Could smaller companies have a bright spot despite a gloomy environment?

When economic conditions are tough, investing in small-cap stocks can feel uncomfortable.

Adviser-Hub 19th Feb 2024

Analysis & Opinion

The Week: Inflation divergence

Inflation readings between the major nations are increasingly disparate. Will bond market recognise the gap?

Adviser-Hub 15th Feb 2024

Analysis & Opinion

Fire or water: opportunities in China’s structural challenges

The dragon might not be breathing fire, but turn your back at your peril, according to Iain Cunningham, Ninety One’s Head of Multi Asset Growth.

Ninety One 15th Feb 2024

Analysis & Opinion

Market view: Finding value in shifting fixed income markets

BNY Mellon explores why elevated bond yield levels could augur well for fixed income investors in 2024, despite heightened market volatility.

BNY Mellon Investment Management 15th Feb 2024

Analysis & Opinion

Market view: Are credit spreads pricing in complacency?

abrdn’s Mark Munro sees three potential scenarios for credit markets going forward.

Aberdeen Investments 8th Feb 2024

Analysis & Opinion

Market view: Navigating shifting global equity markets

A tight long-term focus on investment in high-quality companies could help investors navigate risk to secure longer term gains, says Walter Scott investment manager Paul Loudon.

BNY Mellon Investment Management 8th Feb 2024

Analysis & Opinion

The Week: Not so magnificent?

Markets are becoming more discerning. Even some of the technology giants are being re-examined as the focus on fundamentals increases.

Adviser-Hub 7th Feb 2024

Analysis & Opinion

Will clean energy stocks make a come back in 2024?

Fidelity clean energy analyst Paul Gooden examines why 2024 could see a resurgence in the strength of clean energy stocks and where opportunity may emerge.

Fidelity International 6th Feb 2024

Analysis & Opinion

Reassurance and revelations: the 2023 Schroders Adviser Survey

Schroders’ 2023 Adviser Survey highlights some of biggest threats and opportunities for advisers in 2024.

Adviser-Hub 2nd Feb 2024

Analysis & Opinion

The Week: Prosperity in the year of the dragon?

As China welcomes its new year, will it bring better fortune for its stock market?

Adviser-Hub 1st Feb 2024

Analysis & Opinion

Is home bias always desirable?

Chris Forgan, portfolio manager of Fidelity’s Multi Asset Allocator range, explains why home bias can act as a hindrance rather than a help in static allocation portfolios.

Fidelity International 1st Feb 2024

Analysis & Opinion

What’s in store for 2024

Capital Group’s Rob Lovelace offers his view on where markets are headed, the rise of the Magnificent Seven, the interest rate environment, and select investment themes driving his portfolio...

Capital Group 1st Feb 2024

Analysis & Opinion

Remaining optimistic on emerging markets

FSSA Investment Managers outline the challenges for emerging markets, but remain optimistic for 2024.

FSSA Investment Managers 1st Feb 2024

Analysis & Opinion

5 keys to investing in 2024

History has shown that the economy and markets seem to always find ways to surprise investors. Nevertheless, whatever is in store for investors in the year ahead, Capital Group has identified five...

Capital Group 25th Jan 2024

Analysis & Opinion

Are sustainable strategies only about growth?

Newton’s Jon Bell dispels the myth that sustainable strategies always have a growth tilt.

BNY Mellon Investment Management 25th Jan 2024

Analysis & Opinion

Enduring good

Harnessing virtuous circles: Baillie Gifford explains how sustainable investing uncovers potential for long-term, compounding growth benefiting shareholders and society.

Baillie Gifford 25th Jan 2024

Analysis & Opinion

Infrastructure

How sustainability is focus of new investments. abrdn’s Roger Pim guides you though the diverse opportunities that will shape his investment plans in 2024 and beyond.

Aberdeen Investments 25th Jan 2024

Analysis & Opinion

Sustainable horizons

Evaluating COP28 and charting the path forward for climate action – insights on the successes, challenges and imperatives of COP28.

Aberdeen Investments 25th Jan 2024

Analysis & Opinion

The Week: Rediscovering UK equity income

Investors have shown a marked preference for global equity income over UK equity income in recent years, but the latest dividend statistics should prompt a rethink.

Adviser-Hub 24th Jan 2024

Analysis & Opinion

Walter Scott celebrating 40 years

As Walter Scott marks its 40-year anniversary, Jane Henderson, Managing Director, reflects on how the firm has evolved whilst maintaining its ethos of patience, continuity, and a long-term mindset....

BNY Mellon Investment Management 24th Jan 2024

Analysis & Opinion

Market view: The value in unloved UK equities

Alex Wright, portfolio manager of Fidelity Special Situations & Special Values PLC, outlines why value-oriented areas of the UK market represent a strong investment opportunity.

Adviser-Hub 24th Jan 2024

Analysis & Opinion

The Week: Could it all go wrong?

After last year’s rally, markets have looked wobblier in January. Should investors be more cautious?

Adviser-Hub 17th Jan 2024

Analysis & Opinion

Bond and equity markets

It has been a better year than many expected for financial markets, with bonds and equities making gains in 2023.

Adviser-Hub 16th Jan 2024

Analysis & Opinion

Major events for the year ahead

The trajectory of inflation and interest rates has dominated financial market movements over the past 12 months.

Adviser-Hub 15th Jan 2024

Analysis & Opinion

Interest rates and inflation

The trajectory of inflation and interest rates has dominated financial market movements over the past 12 months.

Adviser-Hub 12th Jan 2024

Analysis & Opinion

The Week: Is it really the year of the bond?

Asset allocators have teed up 2024 as the year of the bond, but it is not a one-way street.

Adviser-Hub 11th Jan 2024

Analysis & Opinion

Social: making sense of the ‘S’ in ESG

Social and environmental factors are often linked and shouldn’t be considered as part of separate silos, says Baillie Gifford.

Baillie Gifford 11th Jan 2024

Analysis & Opinion

Limiting carbon, not growth

Sustainability is much too big and important a topic to be confined only to equity investments.

Baillie Gifford 11th Jan 2024

Analysis & Opinion

Avoided emissions methodology

Why companies that can transform essential industries through innovative ideas will be fundamental to addressing climate change.

Baillie Gifford 11th Jan 2024

Analysis & Opinion

Financing the carbon transition with sustainable fixed income ETFs

Investing in sustainable fixed income ETFs can help contribute to achieving net zero.

Fidelity International 11th Jan 2024

Analysis & Opinion

The Investor's Guide to China: transition materials

Fidelity’s local team explores the critical role played by transition materials in developing and deploying clean energy technologies

Fidelity International 11th Jan 2024

Analysis & Opinion

Why future leaders can deliver now

Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes review the attractive investment opportunity among global small and mid-caps as we enter a new year.

Fidelity International 11th Jan 2024

Analysis & Opinion

Looking ahead to 2024

Walter Scott client investment manager George Dent shares his outlook on the key economies and considers some of the characteristics of businesses he thinks could differentiate themselves.

BNY Mellon Investment Management 11th Jan 2024

Analysis & Opinion

Fidelity’s Analyst Survey 2024: management move on from inflation worries

Fidelity’s annual Analyst Survey suggests that management teams have moved on from worrying about price pressures, with most analysts expecting cost inflation to ease over the next 12 months....

Fidelity International 10th Jan 2024

Analysis & Opinion

Back to the future: lessons from the past, insights for tomorrow

Whether it’s the rapid expansion of disruptive technologies or shifts in strategic relationships, change provides a wealth of investment opportunities, says Capital Group.

Capital Group 10th Jan 2024

Analysis & Opinion

The Week: Tech or no tech in 2024?

Can big tech keep its crown in the year ahead? The recent rally may have started markets down a different path.

Adviser-Hub 3rd Jan 2024

Analysis & Opinion

Making a transition difference bottom-up

Ninety One’s Nazmeera Moola and Thabo Khojane discuss a pioneering solution in South Africa to green the power provided to Ninety One’s offices in Cape Town.

Ninety One 21st Dec 2023

Analysis & Opinion

Making an impact

Alpha Sources in impact investment.

Ninety One 21st Dec 2023

Analysis & Opinion

The climate challenge is still daunting, but COP28 offered hope

John Green, Chief Commercial Office, and Annika Brouwer, Sustainability Specialist, reflect on their time at COP28.

Ninety One 21st Dec 2023

Analysis & Opinion

Why the best stories often don’t make good investments

A handful of global companies have provided outsized returns this year, creating both risks and opportunities.

Ninety One 21st Dec 2023

Analysis & Opinion

China: structural and cyclical challenges present opportunities

Ninety One discusses some of the structural and cyclical aspects of China’s economy and why they currently see attractive investment opportunities in the region.

Ninety One 21st Dec 2023

Analysis & Opinion

Sustainability: 3 reasons why we need to look beyond decarbonisation

Our focus needs to expand beyond decarbonisation towards the social, environmental and adaptation issues linked to climate change, says Eva Cairns. That’s because regulators are starting to a...

Aberdeen Investments 19th Dec 2023

Analysis & Opinion

Infrastructure

Sustainability issues lie at the heart of infrastructure investing and abrdn’s Roger Pim guides you though the diverse opportunities that will shape his investment plans in 2024 and beyond.&n...

Aberdeen Investments 19th Dec 2023

Analysis & Opinion

Investing in economic transition with MyFolio Sustainable

How does an outcome-based, actively managed fund-of-funds solution invest sustainably?

Aberdeen Investments 19th Dec 2023

Analysis & Opinion

Will UK SDR rules support customer confidence?

abrdn’s take on the UK's new sustainable investing measures.

Aberdeen Investments 19th Dec 2023

Analysis & Opinion

Will UK SDR rules support customer confidence?

abrdn’s take on the UK's new sustainable investing measures.

Aberdeen Investments 15th Dec 2023

VIDEO

Hub Themes | Outlook

What’s in store for 2024? Against a fast-moving geopolitical backdrop with ele...

Adviser-Hub 14th Dec 2023

Analysis & Opinion

The Week: The Federal Reserve’s head scratcher

The US central bank has done an abrupt volte-face. What is behind its new guidance on interest rates?

Adviser-Hub 14th Dec 2023

Analysis & Opinion

Finance's evolving role in achieving net zero

Ninety One’s Chief Sustainability Offer Nazmeera Moola discusses the investment industry’s roles and responsibilities when it comes to driving the transition to net zero.

Ninety One 11th Dec 2023

Analysis & Opinion

Volatility is creating opportunities

A downturn in market sentiment is creating new opportunities to get exposure to parts of the economy expected to grow fast as the energy transition progresses.

Ninety One 11th Dec 2023

Analysis & Opinion

Net zero asset managers’ initiative: an update

We need to be alert and open-minded to opportunities for success, says Baillie Gifford’s Caroline Cook, Head of Climate Change.

Baillie Gifford 11th Dec 2023

Analysis & Opinion

Five things investors should know about TNFD

The TNFD can help investors access quality information to integrate nature-related risks and opportunities in investment decisions.

Fidelity International 11th Dec 2023

Analysis & Opinion

Introducing Fidelity’s Nature Roadmap

How Fidelity promotes robust governance and oversight of nature-related issues in investment decision-making to help protect the environment.

Fidelity International 11th Dec 2023

Analysis & Opinion

COP28

What’s needed for a credible oil and gas transition? A big question looms: can alternative technologies aid a credible oil and gas transition?

Aberdeen Investments 11th Dec 2023

Analysis & Opinion

Avoided emissions

Discover how abrdn is contributing to research on avoided emissions and helping to improve how corporate climate impact is measured.

Aberdeen Investments 11th Dec 2023

Analysis & Opinion

Just Transition

Four things investors can do to ensure society isn’t shortchanged in the transition to net zero – abrdn’s latest climate research paper shows why a ‘just transition’ m...

Aberdeen Investments 11th Dec 2023

Analysis & Opinion

A mixed picture for global growth in 2024

Under the weight of elevated inflation and high interest rates, the world’s major economies are diverging, says Capital Group.

Capital Group 8th Dec 2023

Analysis & Opinion

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 8th Dec 2023

Analysis & Opinion

Four golden rules to help you handle market volatility

When uncertainty strikes, financial markets often respond with a period of volatility – and it’s not always easy to remain unflustered when asset prices are swinging back and forth. At...

Adviser-Hub 6th Dec 2023

Analysis & Opinion

Higher interest rates – winners and losers

Whether interest rates are going up or down, a move in monetary policy is always big news. But what are the implications for savers, borrowers, investors, and the wider economy?

Adviser-Hub 6th Dec 2023

Analysis & Opinion

Lower interest rates – winners and losers

Whether interest rates are going up or down, a move in monetary policy is always big news. But what are the implications for savers, borrowers, investors, and the wider economy?

Adviser-Hub 6th Dec 2023

Analysis & Opinion

The Week: The market rally: can it last?

It’s been a bumper month for stock markets, with a wholesale re-embracing of risk over the past month. Does it leave increasingly little margin for error?

Adviser-Hub 6th Dec 2023

Analysis & Opinion

The Week: Regulator’s warning on cash holdings

The regulator’s messaging around pension funds and cash is capricious. Everyone needs to invest, so why not help them do it?

Adviser-Hub 29th Nov 2023

Analysis & Opinion

Resilience in higher rate headwinds

Walter Scott client investment manager George Dent discusses the macroeconomic environment from the perspective of a quality growth investor.

BNY Mellon Investment Management 29th Nov 2023

Analysis & Opinion

US outlook: structural tailwinds vs near-term uncertainty

The fundamental drivers for US outperformance remain intact, according to Fidelity American Special Situations Fund portfolio managers Rosanna Burcheri and Ashish Bhardwaj.

Fidelity International 29th Nov 2023

Analysis & Opinion

Autumn Statement 2023: politics & economics

With an eye to the forthcoming General Election, Chancellor of the Exchequer Jeremy Hunt introduced his Autumn Statement as a “Statement for Growth”

Adviser-Hub 27th Nov 2023

Analysis & Opinion

Making the switch

Rewiring the economy for a net-zero world. In this video, Ninety One’s Global Environment team explores investing in decarbonisation.

Ninety One 27th Nov 2023

Analysis & Opinion

Investing for tomorrow

Ninety One’s Stephanie Niven and Jake Thomson examine some of the front-line challenges and impact potential of African conservation with Tusk founder Charlie Mayhew.

Ninety One 27th Nov 2023

Analysis & Opinion

Planetary Pulse

Targeting effectiveness – asset owners weigh the risks and opportunities of investing for an inclusive energy transition.

Ninety One 27th Nov 2023

Analysis & Opinion

Driving financial inclusion in Brazil

For a select group of companies, enabling financial inclusion is both a structural growth tailwind and an impact opportunity.

Ninety One 27th Nov 2023

Analysis & Opinion

Embracing the energy transition

Imagining the future – in this webinar, Caroline Cook, Baillie Gifford’s Head of Climate Change, discusses ways to anticipate opportunity.

Baillie Gifford 27th Nov 2023

Analysis & Opinion

Adding value by tackling climate change

Baillie Gifford’s Lee Qian, manager of Positive Change and Keystone Positive Change Investment Trust, highlights four areas where he sees exciting opportunities emerging.

Baillie Gifford 27th Nov 2023

Analysis & Opinion

ESG outlook

Fidelity’s Chief Sustainability Officer Jenn-Hui Tan outlines how asset managers are evolving their engagement approaches to include regulators, policymakers, and industry groups, alongside c...

Fidelity International 27th Nov 2023

Analysis & Opinion

Opportunities in EMD as ESG evolves

As emerging markets catch up with their developed peers in integrating ESG, abrdn examines some of the opportunities this is creating for bond investors.

Aberdeen Investments 27th Nov 2023

Analysis & Opinion

SFDR

Are articles 8 and 9 fit for purpose? As the European Commission reviews the EU’s SFDRs, abrdn assesses the implications for investors.

Aberdeen Investments 27th Nov 2023

Analysis & Opinion

Understanding the language of COP28

To understand the priorities of corporate and political leaders at COP28, it’s important to speak their language, says abrdn.

Aberdeen Investments 27th Nov 2023

Analysis & Opinion

The Week: The missing opportunity in the Autumn statement

The Chancellor missed an opportunity to revive the UK’s capital markets by ditching the British ISA idea.

Adviser-Hub 22nd Nov 2023

Analysis & Opinion

The Week: Apple versus the UK

Investors can buy the whole of the UK market for the same price as Apple. Does that look like a fair trade?

Adviser-Hub 16th Nov 2023

VIDEO

Baillie Gifford | Scottish Mortgage investor webinar: your questions answered

What two questions should an investor ask themselves if a company’s share price goes up? In this recent webinar recording, join Scottish Mortgage’s decision-makers as they answer this a...

Baillie Gifford 13th Nov 2023

Analysis & Opinion

Investing in Asia's Green Transition

Watch and read how the region’s sustainability push has created new investment opportunities.

Aberdeen Investments 13th Nov 2023

Analysis & Opinion

Measuring a portfolio’s alignment with net-zero goals

To how useful and meaningful are existing approaches for investors?

Aberdeen Investments 13th Nov 2023

Analysis & Opinion

Sustainable investing: mind the behaviour gap

Dave Fewtrell, Head of Strategic Partnerships at abrdn, explores how an awareness of cognitive biases could help you to help your clients.

Aberdeen Investments 13th Nov 2023

Analysis & Opinion

Aligning the UN’s SDGs with business strategy

abrdn explores how an effective business strategy can help meet the 2030 SDGs.

Aberdeen Investments 13th Nov 2023

Analysis & Opinion

The Week: Investment trust bargains?

Investment trusts are trading at knock-down prices, but does that make them a bargain?

Adviser-Hub 9th Nov 2023

Analysis & Opinion

Navigating ‘anti-economics’

Fidelity’s team analyses how the macro environment is likely to evolve and why gravity will finally win out in the form of a US recession in 2024.

Fidelity International 6th Nov 2023

Analysis & Opinion

The Week: Are investors tiring of big tech?

The recent round of earnings for the ‘magnificent seven’ has been greeted with indifference by stock markets. Could investors finally start to look beyond these tech giants for growth?<...

Adviser-Hub 2nd Nov 2023

Analysis & Opinion

The Week: What is the US bond market saying?

US government bond yields keep ticking higher. What are bond markets trying to convey? And should investors be listening?

Adviser-Hub 26th Oct 2023

Analysis & Opinion

The growth opportunity that markets are (still) missing

The critical role natural resources business have to play in the energy transition and their significant structural growth potential.

Ninety One 26th Oct 2023

Analysis & Opinion

Investing in climate solutions: small is also beautiful

Novozymes: decarbonising industry and agriculture, one microbe at a time.

Ninety One 26th Oct 2023

Analysis & Opinion

Get structural: re-examining decarbonisation growth trends

Ninety One’s Deirdre Cooper and Graeme Baker argue that decarbonisation remains the biggest structural growth opportunity of their generation.

Ninety One 26th Oct 2023

Analysis & Opinion

How are style and inflation risks influencing ESG investors?

Soaring inflation and sharp shifts in equity market leadership have taken their toll – how are these market events playing out in the ESG arena?

Capital Group 26th Oct 2023

Analysis & Opinion

How ESG monitoring can enhance sovereign bond investing

Considering material ESG risks and opportunities helps shape Capital Group’s research and analysis of sovereign issuers – especially in emerging markets.

Capital Group 26th Oct 2023

Analysis & Opinion

How abrdn is gearing up for the TNFD's implementation

How abrdn is gearing up for the Taskforce on Nature-related Financial Disclosure’s (TFND’s) implementation.

Aberdeen Investments 26th Oct 2023

Analysis & Opinion

Tackling the sustainable investment sentiment shift

Ninety One’s Deirdre Cooper explains the shift, outlines her stance, and injects a good deal of contrarian optimism.

Ninety One 26th Oct 2023

Analysis & Opinion

abrdn | We need to talk about the ex

Is EM as an asset class ready to separate from China?

Aberdeen Investments 23rd Oct 2023

Analysis & Opinion

The Week: Stubborn inflation a headache for the Bank of England

UK inflation was unchanged for this month. It may be persistently high, but the Bank of England is unlikely to move on interest rates.

Adviser-Hub 18th Oct 2023

Analysis & Opinion

The Asian economic landscape

There are mixed reports on Asia’s economy today. On the one hand, there are fears that China’s weakness will depress the whole region. On the other, Asia’s economies appear to hav...

Adviser-Hub 17th Oct 2023

Analysis & Opinion

The Asian corporate sector

Asian stock market returns have been unexciting in recent years, held back by the region’s slow recovery from Covid, the relative weakness of China and also, the tough comparison set by the U...

Adviser-Hub 17th Oct 2023

Analysis & Opinion

The Week: Oil prices: a worry for central banks?

Oil prices are contributing to higher inflation. Could they push central banks into more rate rises?

Adviser-Hub 12th Oct 2023

Analysis & Opinion

The impact of a slowing China across Asia

China has been the engine of Asian growth since its entry into the World Trade Organisation in 2001. However, its economic grip is weakening

Adviser-Hub 10th Oct 2023

Analysis & Opinion

Fixed Income Explained: addressing uncertainty – the Optimistic Zone

Where are developed economies headed? Navigate bond markets with abrdn’s podcast.

Aberdeen Investments 10th Oct 2023

Analysis & Opinion

It’s time for implementation at COP. Or at least that’s what we’re hoping for

Ninety One’s Chief Sustainability Officer Nazmeera Moola anticipates COP28.

Ninety One 10th Oct 2023

Analysis & Opinion

Investing in climate solutions: small is also beautiful

Novozymes is decarbonising industry and agriculture, one microbe at a time.

Ninety One 10th Oct 2023

Analysis & Opinion

Deciphering the human factor

How to turn culture and inclusion insights into alpha signals.

Ninety One 10th Oct 2023

Analysis & Opinion

Entering the mineral age

Can we mine sustainably?

Baillie Gifford 10th Oct 2023

Analysis & Opinion

Real estate investments promise real climate impact

Three areas investors can use to help drive the net zero transformation.

Fidelity International 10th Oct 2023

Analysis & Opinion

Sustainable investing in a just transition

Fidelity’s sustainable investing team explores the concept of a ‘just transition’ and why it matters from an investment perspective.

Fidelity International 10th Oct 2023

Analysis & Opinion

Emerging markets and the SDG

investing where it's needed most – abrdn examines some of the companies helping to solve some of the biggest challenges we face today.

Aberdeen Investments 10th Oct 2023

Analysis & Opinion

Reassessing home bias and the case for going global

Fidelity examines why domestic investors could benefit from increasing the global diversification of strategic asset allocation decisions and how Fidelity’s Multi Asset Allocator is set up to...

Fidelity International 9th Oct 2023

Analysis & Opinion

The Week: Bond market worries

Long-dated bond yields are rising, as investors start to price in a ‘higher for longer’ scenario. Is this a much-needed adjustment? Or the start of something more worrying?

Adviser-Hub 5th Oct 2023

Analysis & Opinion

Futureproofing against disruption

Walter Scott client investment manager Murdo MacLean outlines how disruption is part and parcel of investing. Not every theme is investable today.

BNY Mellon Investment Management 29th Sep 2023

Analysis & Opinion

The Week: Who wins from a peak in the interest rate cycle?

The Bank of England may be reaching the end of its rate-rising cycle. It may be time to look at some of the sectors that have struggled.

Adviser-Hub 28th Sep 2023

Analysis & Opinion

FSSA GEM Focus strategy: structured for resilience if developed markets slow down

Concerns about high inflation, rising interest rates and the growing probability of a recession in major developed markets are starting to weigh on investor sentiment. Nevertheless, the holdings in...

FSSA Investment Managers 27th Sep 2023

Analysis & Opinion

Emerging market debt implementing as impact investing strategy

Capturing the potential for long-term returns and long-term impact for investors from Emerging Market Debt.

BNY Mellon Investment Management 26th Sep 2023

Analysis & Opinion

Climate and energy scenarios

Exploring risks and opportunities.

Baillie Gifford 26th Sep 2023

Analysis & Opinion

Social equity and financial empowerment

Inspiring financial inclusivity, diversity and resilience in future generations.

Aberdeen Investments 26th Sep 2023

Analysis & Opinion

Interest rate update

The Bank of England held its key interest rate at 5.25% at the MPC’s September meeting. MPC members voted by five to four in favour of no change, ending a run of fourteen consecutive rises th...

Adviser-Hub 22nd Sep 2023

Analysis & Opinion

Market view: UK equities – down but not out

While the UK macro picture remains challenging, Fidelity’s Alex Wright believes investment opportunities are still available for those who know where to look.

Fidelity International 21st Sep 2023

Analysis & Opinion

Leading the way

The combination of growth and resilience are attributes highly sought after by investors. In BNY Mellon Global Leaders Fund, Walter Scott has created exactly that.

BNY Mellon Investment Management 21st Sep 2023

Analysis & Opinion

The Week: Back to the future?

While interest rates may be back to their pre-Lehman highs, the investment environment is not back to business as usual.

Adviser-Hub 20th Sep 2023

Analysis & Opinion

The Week: Inflation: not over yet

Higher oil prices has disturbed the previously benign inflation picture in the US. What are the implications and could it have a knock-on effect in the UK and Eurozone?

Adviser-Hub 14th Sep 2023

Analysis & Opinion

The role of Global Environment within a global equity allocation

Ninety One believes an investment strategy focused on ‘decarbonisation’ can complement a core global equity allocation.

Ninety One 14th Sep 2023

Analysis & Opinion

Seeing the fabric of life in Bangladesh

Fidelity Sustainable Investing Associate Ally Chin recently travelled to Bangladesh to see on-the-ground living and factory working conditions for the world’s No. 2 exporter of ready-made gar...

Fidelity International 14th Sep 2023

Analysis & Opinion

Helping complete the research ‘puzzle’ with ESG integration

ESG Integration has become a valuable aspect of investment idea generation, research and analysis, alongside supporting engagement with issuers of equities and bonds, says Capital Group’s Jay...

Capital Group 14th Sep 2023

Analysis & Opinion

UK market review: Lacklustre August for UK equities

Share prices fell in the UK during August as deteriorating news about China’s economy compounded UK investors’ existing concerns over inflation, interest rates, and the outlook for the...

Adviser-Hub 13th Sep 2023

Analysis & Opinion

The Week: US: too hot?

The US economy keeps coming in hotter than expected. Could it derail the narrative on inflation?

Adviser-Hub 7th Sep 2023

VIDEO

Baillie Gifford | Science and art of picking growth stocks

How do you spot a company with enduring growth potential? Partner Mark Urquhart shares lessons from a 27-year career that’s involved investing in Microsoft, Hermès and Netflix. Capital...

Baillie Gifford 4th Sep 2023

Analysis & Opinion

Global Environment Impact Report

The Ninety One annual Global Environment Impact Report provides a deep dive into each holding in the Global Environment portfolio through a focused sustainability lens.

Ninety One 30th Aug 2023

Analysis & Opinion

Schneider Electric: talking carbon, culture … and sustainability as a strategy

For Schneider Electric, sustainability isn’t just about doing good; it’s a way of aligning the business to the structural tailwinds created by a decarbonising world.

Ninety One 30th Aug 2023

Analysis & Opinion

Why good ocean health is critical to tackling climate change

Fidelity portfolio manager Kris Atkinson makes the case for why healthy oceans are critical to tackling climate change.

Fidelity International 30th Aug 2023

Analysis & Opinion

Keystone Positive Change Impact Report 2022

If impact and investing go together, it’s important to understand the difference we make.

Baillie Gifford 30th Aug 2023

Analysis & Opinion

Action in finance and policy

abrdn explores whether effective policy alignment and collaboration can help us achieve net zero by 2050.

Aberdeen Investments 30th Aug 2023

Analysis & Opinion

The Week: Welcome to Swiftonomics

It is the turn of the ladies to boost the world economy this summer. Forget Abenomics or Trussonomics, it’s all about Swiftonomics now.

Adviser-Hub 30th Aug 2023

Analysis & Opinion

A new climate for investment opportunity?

Investors eye climate transition opportunity: managers from BNY Mellon, Newton, Insight and Walter Scott share their views on the shifting market landscape.

Aberdeen Investments 29th Aug 2023

Analysis & Opinion

Why battery storage?

From oil to batteries: why battery storage? BNY Mellon’s Paul Flood highlights battery storage as a key investment area for long-term returns.

BNY Mellon Investment Management 28th Aug 2023

Analysis & Opinion

Five investing mistakes to avoid

Investing is a business of assessing risk and seeking reward – mistakes are inevitable. Five veteran Capital Group portfolio managers share their investing mistakes and the subsequent lessons...

Capital Group 24th Aug 2023

Analysis & Opinion

Your guide to investing in an inflationary world

Fidelity looks at the key reasons inflation is an important driver of markets, how different asset classes fare in an inflationary environment, and how they think about managing inflation within ou...

Fidelity International 24th Aug 2023

Analysis & Opinion

Action in finance and policy

abrdn explores whether effective policy alignment and collaboration can help us achieve net zero by 2050.

Aberdeen Investments 24th Aug 2023

Analysis & Opinion

The Week: Tough times for the Bank of England

The UK’s central bank has some tough months ahead, with pressure mounting for it to pause on rate hikes.

Adviser-Hub 23rd Aug 2023

Analysis & Opinion

Market view: Why income continues to shine

The return of higher interest rates has created an environment in which income stocks shine, says Newton global income portfolio manager Jon Bell.

BNY Mellon Investment Management 18th Aug 2023

Analysis & Opinion

Four lessons from 50 years of bond investing

Four of Capital Group’s most tenured fixed income portfolio managers — two retired and two current —provide insights and lessons learned over their long careers.

Capital Group 18th Aug 2023

Analysis & Opinion

The Week: What’s going on in China?

After another dismal set of economic data, there are increasingly pressing concerns about the Chinese economy. Is sentiment now too pessimistic?

Adviser-Hub 17th Aug 2023

Analysis & Opinion

AI and the new tech megacycle

Many technology stocks have soared since ChatGPT captured the public's imagination earlier this year. Capital Group believes this is the start of the next...

Capital Group 17th Aug 2023

Analysis & Opinion

Why diversity is growing in Asian investment management

Deborah Bannon, BNY Mellon Investment Management head of institutional sales and consultant relations for the Asia-Pacific ex-Japan region, reflects on the threats and opportunities facing managers...

BNY Mellon Investment Management 16th Aug 2023

Analysis & Opinion

Turning one: celebrating the Inflation Reducation Act's first birthday

The IRA turns one in August 2023 and has already shown potential to spur massive investment in decarbonisation.

Ninety One 16th Aug 2023

Analysis & Opinion

Stock stories: Climeworks

What if it were possible to capture CO2 directly from the air and lock it away permanently?

Baillie Gifford 16th Aug 2023

Analysis & Opinion

Transition alchemy: turning brown into green

abrdn explores whether investing in “brown” sectors and companies can help to accelerate energy transition in the real economy.

Aberdeen Investments 16th Aug 2023

Analysis & Opinion

Baillie Gifford: The science and art of picking growth stocks

How do you spot a company with enduring growth potential? Partner Mark Urquhart shares lessons from a 27-year career that’s involved investing in Microsoft, Hermès and Netflix. Capital...

Baillie Gifford 15th Aug 2023

Analysis & Opinion

Key issues facing those giving retirement advice

Richard Parkin, Head of Retirement at BNY Mellon Investment Management, sets out the four main challenges he believes are facing those giving retirement advice in the UK.

BNY Mellon Investment Management 10th Aug 2023

Analysis & Opinion

The Week: Global inflation: emerging versus developed markets

Emerging and developed markets are diverging on inflation. What does it mean for asset allocation?

Adviser-Hub 9th Aug 2023

Analysis & Opinion

The Week: The future of energy?

While it is often assumed that renewable energy is the only game...

Adviser-Hub 2nd Aug 2023

Analysis & Opinion

The Week: Is it job done for the ECB?

The ECB is odds-on to raise rates at its meeting this week, but is the hiking cycle now over for the Eurozone?

Adviser-Hub 26th Jul 2023

Analysis & Opinion

Mapping the sustainable growth journey in China and Korea

Ninety One’s Juliana Hansveden and Yuxin Lin discuss the insights gained from their recent trip to...

Ninety One 25th Jul 2023

Analysis & Opinion

Companies without specific targets make most progress on DEI

Fidelity Sustainable Global Equity Income Fund portfolio manager Aditya Shivram outlines where we are seeing progress on DEI and why this matters to investors.

Fidelity International 25th Jul 2023

Analysis & Opinion

Regulatory clarity critical to steer sustainable transition

abrdn outlines the importance of fit-for-purpose regulation in Asia Pacific that can advance sustainable investing while offering a level of investor protection.

Aberdeen Investments 25th Jul 2023

VIDEO

The changing environment for multi-asset funds – panel discussion video #1

In the post financial crisis period, low interest rates and quantitative easing lifted all boats. It was both an easy time for multi-asset managers – because returns from financial assets wen...

Adviser-Hub 19th Jul 2023

Analysis & Opinion

The Week: Who would be a central banker?

Inflationary pressures appear to be falling, but the outlook is still finely balanced.

Adviser-Hub 19th Jul 2023

Analysis & Opinion

The Week: Japan: right market, wrong companies?

Investors are backing Japan for the first time in decades, but are they directing capital to...

Adviser-Hub 13th Jul 2023

Analysis & Opinion

The Week: Gilts look good, but high yields are bad news for the UK economy

Gilt yields at over 5% may be exciting news for investors, but they reveal some uncomfortable truths about the UK economy.

Adviser-Hub 6th Jul 2023

Analysis & Opinion

India’s sustainable future

India’s sustainable future: Ninety One portfolio manager Graeme Baker is joined by analyst Arita Sehgal and LSE Professor in Practice Nick Robins to unpack the risks and opportunities facing...

Ninety One 6th Jul 2023

Analysis & Opinion

Another year: investing in decarbonisation

Ahead of the publication of Ninety One Global Environment’s fifth annual Impact Report, Head of Sustainable Equity Deirdre Cooper explores developments in climate-solutions investing.

Ninety One 6th Jul 2023

Analysis & Opinion

Embracing the transition opportunity in emerging markets

Ninety One’s Nazmeera Moola, Chief Sustainability Officer, and Daisy Streatfield, Sustainability Director, discuss what investors need to do to help achieve a real-world transition.

Ninety One 6th Jul 2023

Analysis & Opinion

Eating better to save ourselves

Six ideas to change the world: Episode 1 – Food. Tim Spector and Henry Dimbleby discuss the future of food in Baillie Gifford’s webinar recorded as part of a series in the run up to COP...

Baillie Gifford 6th Jul 2023

Analysis & Opinion

Charting China’s sustainability journey

Fidelity’s Victoria Mio, Head of Equity Research - Asia Pacific, discusses where local analysts are seeing pockets of progress and a cause for optimism.

Fidelity International 6th Jul 2023

Analysis & Opinion

Mind the gap: companies need to spend much more on net

Fidelity’s Head of Global Cross-Asset Research Capabilities Fiona O'Neill outlines how and where companies should up their game.

Fidelity International 6th Jul 2023

Analysis & Opinion

Wild for sound

Fidelity co-sponsors a team of researchers who travelled into the jungles of Borneo to learn how analysis of sound recordings could help investors and companies better assess biodiversity risks.

Fidelity International 6th Jul 2023

Analysis & Opinion

MyFolio Sustainable Index: celebrating a year of low-cost responsible investing

abrdn’s MyFolio Sustainable Index fund range has just turned one. Find out about its key features.

Aberdeen Investments 6th Jul 2023

Analysis & Opinion

Multi-asset investing: the world today

2023 brought a new environment. Arguably, it is a more normal environment, with interest rates closer to historic averages. But it has brought a fresh set of challenges, most notably on inflation....

Adviser-Hub 6th Jul 2023

Analysis & Opinion

The toolkit needed for the new market environment

2022 brutally exposed the limitations of a traditional diversification approach, as both bond and equity markets dropped simultaneously. But with bond yields higher and equity markets showing great...

Adviser-Hub 5th Jul 2023

Analysis & Opinion

The changing environment for multi-asset funds

In the post financial crisis period, low interest rates and quantitative easing lifted all boats. It was both an easy time for multi-asset managers – because returns from financial assets wen...

Adviser-Hub 4th Jul 2023

Analysis & Opinion

Opportunities in US high-yield credit

Capital Group’s Shannon Ward, fixed income portfolio manager, discusses numerous factors she believes are creating a compelling opportunity in US high-yield bonds.

Capital Group 30th Jun 2023

Analysis & Opinion

The Week: What happened to the technology bust?

Technology stocks have been the surprise outperformers this year, fuelled by the excitement around AI and improving earnings.

Adviser-Hub 29th Jun 2023

Analysis & Opinion

The history of The Scottish American Investment Company

The US was once an emerging market. One Scot who spotted its vast potential created a new type of investment company. As SAINTS celebrates its 150th birthday, John Newlands reveals the roots of its...

Baillie Gifford 23rd Jun 2023

Analysis & Opinion

The Week: The opportunities in smaller emerging markets

The strongest opportunities in emerging markets may be found off the beaten path, but how can investors get access?

Aberdeen Investments 22nd Jun 2023

Analysis & Opinion

How to implement an impact investing strategy in emerging market debt

Insight Investment uses impact bonds as an umbrella term for fixed income issuances whose proceeds are dedicated to projects intended to meet environmental or social criteria.

BNY Mellon Investment Management 21st Jun 2023

Analysis & Opinion

Why sustainability unlocks the EM opportunity

A sustainable approach is the best way for equity investors to capture the powerful structural growth trends in emerging markets, says Ninety One’s Juliana Hansveden.

Ninety One 21st Jun 2023

Analysis & Opinion

Using emissions data: seven key takeaways

Members of the Ninety One team explore how professional investors and asset management firms use emissions data, and how sustainability reporting needs to evolve.

Ninety One 21st Jun 2023