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

Newsflow and sentiment in November were dominated by the US election and its outcome, as Donald Trump’s victory stoked expectations of deregulation, tax cuts, and fresh tariffs.

Adviser-Hub 11th Dec 2024

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

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

abrdn Investments 5th Dec 2024

What’s the outlook for retirement income in 2025? Premier Miton Cautious Monthly Income Fund Manager David Jane discusses whether the Mag 7 could be income plays, the Asia Pacific, the UK and...

Premier Miton Investors 5th Dec 2024

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

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

abrdn Investments 4th Dec 2024

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

abrdn Investments 4th Dec 2024

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.

abrdn Investments 4th Dec 2024

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

abrdn Investments 4th Dec 2024

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

Adviser-Hub 4th Dec 2024

Some former “climate leaders” are withdrawing or scaling back their decarbonisation goals. Schroders explores what this means for investors seeking exposure to the theme.

Schroders 3rd Dec 2024

Converting water-related challenges into credit opportunities can be a complex task. Here Schroders discusses how its strategy of active engagement navigates this evolving investment landscape.

Schroders 3rd Dec 2024

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

Fidelity International 3rd Dec 2024

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

Fidelity International 3rd Dec 2024

With Black Friday and other deep discount tactics rising in popularity, Premier Miton’s Fiona Manning considers whether e-commerce could ever turn green.

Premier Miton Investors 3rd Dec 2024

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

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

Baillie Gifford 28th Nov 2024

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

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

abrdn Investments 27th Nov 2024

Smaller companies and Labour’s new broom.

Adviser-Hub 21st Nov 2024

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

Capital Group 21st Nov 2024

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

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

Schroders Greencoat’s Paul O’Donnell explores how the boom in AI applications is fuelling a rapidly increasing need for datacentre capacity, which in turn is amplifying the need for sus...

Schroders 19th Nov 2024

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

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

Adviser-Hub 14th Nov 2024

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

abrdn brings you three key reasons.

abrdn Investments 14th Nov 2024

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

Ninety One 14th Nov 2024

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

Ninety One 13th Nov 2024

Uncertainty ahead of the US Presidential election weighed on share prices in the US and around the world during October. Major equity markets were choppy but generally fell over the month, although...

Adviser-Hub 8th Nov 2024

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

Adviser-Hub 7th Nov 2024

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

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

abrdn Investments 7th Nov 2024

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

Schroders’ primer explores the financial implications of nature risks for economies, sectors and companies.

Schroders 5th Nov 2024

Schroders believes that the global push to decarbonise will require investment in a wide range of technologies and infrastructure, bringing a diverse array of potential opportunities for investors....

Schroders 5th Nov 2024

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

Baillie Gifford 5th Nov 2024

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

After a period of poor performance from the clean energy sector, James Smith, manager of the Premier Miton Global Renewables Trust, asks if the time is right to add renewable energy companies to po...

Premier Miton Investors 5th Nov 2024

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

Capital Group 5th Nov 2024

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

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

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

Despite technology stocks dominating returns in 2023, the market has now broadened out and investors could be missing out on other overlooked opportunities, says Schroders.
 

Schroders 31st Oct 2024

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

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...

Schroders 30th Oct 2024

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

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

Diverging monetary policy between the US and Japan and uncertainty around internal politics have driven volatility in Japanese equities – Schroders assesses the long-term outlook.

Schroders 24th Oct 2024

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

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

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

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

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.

abrdn Investments 22nd Oct 2024

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

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

abrdn Investments 17th Oct 2024

Although the market response has so far been relatively muted, Schroders believes a rise in the oil price could impact inflation and lead to higher interest rates.

Schroders 17th Oct 2024

As the world races towards net zero, Schroders discusses the strategies investors could use to decarbonise their portfolios.

Schroders 11th Oct 2024

Schroders’ quarterly briefing on the economic impact of climate change, the energy transition, and natural capital.

Schroders 11th Oct 2024

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

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

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

Adviser-Hub 10th Oct 2024

The Labour Party’s manifesto commitments will make it tricky for Rachel Reeves to fix the public finances in her first Budget – Schroders sets out the options at her disposal.

Schroders 10th Oct 2024

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

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

Equity markets dipped early in September, dragged lower by concerns about the outlook for the US economy that were compounded by disappointing employment data and sharp declines in technology share...

Adviser-Hub 9th Oct 2024

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

Adviser-Hub 3rd Oct 2024

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.

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

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

Ninety One 3rd Oct 2024

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

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.
 

abrdn Investments 26th Sep 2024

Schroders looks at Trump and Harris' routes to power and what that could mean for markets, the economy and the Fed.

Schroders 26th Sep 2024

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

Schroders highlights the latest sustainability policy milestones that are shaping the investment industry.

Schroders 24th Sep 2024

Schroders explores the benefits of engagement, its scope, and the mechanisms they use.

Schroders 24th Sep 2024

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

abrdn outlines the benefits of ESG ratings regulations for investors.

abrdn Investments 24th Sep 2024

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

Adviser-Hub 19th Sep 2024

Increased market breadth and volatility against a resilient economic backdrop should create opportunities for active fund managers, says Schroders.

Schroders 19th Sep 2024

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

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

Capital Group 13th Sep 2024

Gervais Williams, Head of Equities at Premier Miton and co-manager of the Diverse Income Trust, shares his view on the significance of dividends.

Premier Miton Investors 13th Sep 2024

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

Ninety One 13th Sep 2024

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

Adviser-Hub 12th Sep 2024

Premier Miton’s Duncan Goodwin explores the role that tractor maker John Deere is playing in increasing efficiency and driving sustainable practices in farming.

Premier Miton Investors 10th Sep 2024

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

Capital Group 10th Sep 2024

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

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

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

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

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

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

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

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.

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

August provided a roller-coaster ride for investors. The month started with heavy falls across global equity markets but ended with many major indices in positive territory amid renewed expectation...

Adviser-Hub 5th Sep 2024

Against a backdrop of heightened enthusiasm for AI, Capital Group’s Chris Buchbinder, Equity Portfolio Manager, assesses the outlook for the sector, drawing on his experiences of the 1990s te...

Capital Group 4th Sep 2024

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

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

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.

abrdn Investments 29th Aug 2024

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

Fed Chair Jay Powell confirmed the “time has come” for policy easing – his remarks have meant markets continue to price in a substantial number of rate cuts which Schroders believ...

Schroders 29th Aug 2024

David Jane, fund manager of the Premier Miton Macro Thematic Fund range, explains how market volatility is a feature that disciplined investors can take advantage of to improve outcomes.

Premier Miton Investors 29th Aug 2024

Financial markets tend to view climate-related risks as long-term, but Schroders see several factors that can impact portfolios within the coming few years – even months.

Schroders 28th Aug 2024

Schroders highlights the environmental issues that dominated this year’s shareholder meeting season, with a focus on climate change, nature and biodiversity.

Schroders 28th Aug 2024

Financial innovation to manage extreme-weather risk.

Ninety One 28th Aug 2024

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

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

abrdn Investments 28th Aug 2024

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

abrdn Investments 28th Aug 2024

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

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

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

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

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

abrdn Investments 15th Aug 2024

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

Schroders examines the social issues that dominated the 2024 voting season with a focus on their Blueprint themes of human rights, human capital management, and diversity & inclusion.

Schroders 14th Aug 2024

Schroders’ ThemEx model seeks to measure how a company’s products and services align to a range of sustainable investment themes.

Schroders 14th Aug 2024

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

Baillie Gifford 14th Aug 2024

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

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

Capital Group 8th Aug 2024

Amid heightened stock market volatility, Schroders’ investment experts share their views on what’s driving the falls, the outlook for the US economy, and the implications for equity inv...

Schroders 8th Aug 2024

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

BNY Mellon Investment Management 8th Aug 2024

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

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

Adviser-Hub 1st Aug 2024

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

Schroders examines which stock market sectors and styles typically do well after the first interest rate cut.

Schroders 1st Aug 2024

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

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

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

Baillie Gifford 30th Jul 2024

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

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’...

abrdn Investments 30th Jul 2024

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

abrdn Investments 30th Jul 2024

Schroders’ Andy Howard, Global Head of Sustainable Investment, discusses the shifting sentiment around sustainable investing.

Schroders 30th Jul 2024

As the 2024 proxy season draws to a close, Schroders’ Corporate Governance team reflects on some of the trends and highlights across global markets this year.

Schroders 30th Jul 2024

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

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

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...

abrdn Investments 25th Jul 2024

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

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

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

Like Mr. Topsy-Turvy from the best-selling Mr Men books, the UK equity market has been performing in a funny sort of way.

Schroders 3rd Jul 2024

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

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

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

Schroders analyses how CEO compensation in the UK compares to the US, and why it matters for both companies and investors.

Schroders 2nd Jul 2024

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

abrdn Investments 2nd Jul 2024

abrdn looks at environmental opportunities within infrastructure and construction.

abrdn Investments 2nd Jul 2024

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

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

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

abrdn Investments 27th Jun 2024

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

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

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

Adviser-Hub 20th Jun 2024

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

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

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

Concerns around the growing impact of physical risks associated with global warming call for a more in-depth analysis of their potential economic consequences.

Schroders 20th Jun 2024

Schroders analyses how CEO compensation in the UK compares...

Schroders 20th Jun 2024

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

Read this interview with managers Samuel Grantham and Thomas Leys.

abrdn Investments 20th Jun 2024

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

abrdn Investments 20th Jun 2024

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

abrdn Investments 20th Jun 2024

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

Schroders assesses the economic implications as populist parties look set to take more control of political agendas in Europe.

Schroders 13th Jun 2024

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

abrdn Investments 13th Jun 2024

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

Adviser-Hub 13th Jun 2024

There are more opportunities for private invest...

Schroders 7th Jun 2024

Schroders’ Olga Cowings discusses how investors engage with companies, whether companies actually listen, and how that might affect returns.

Schroders 7th Jun 2024

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

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

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

Baillie Gifford 5th Jun 2024

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

Fidelity International 5th Jun 2024

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

abrdn Investments 5th Jun 2024

abrdn share their thoughts after four years of climate investing.

abrdn Investments 5th Jun 2024

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

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

Schroders believes investors may need to reassess how they position their portfolios if inflation falls back as expected over the course of this year and next.

Schroders 30th May 2024

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

BNY Mellon Investment Management 30th May 2024

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

Capital Group 29th May 2024

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

Adviser-Hub 23rd May 2024

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

Recent research conducted by Schroders and Ad Lucem has identified four disconnects between advisers and their female clients – why does this matter, and how easily can it be rectified?

Schroders 23rd May 2024

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

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

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

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

Schroders’ Alex Monk discusses the outlook for energy transition equities and the way AI is influencing energy demand.

Schroders 22nd May 2024

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

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

abrdn Investments 21st May 2024

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

Adviser-Hub 16th May 2024

If it pays to be greedy when others are fearful, then now may be time to consider increasing exposure to UK shares, says Schroders.

Schroders 16th May 2024

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

BNY Mellon Investment Management 16th May 2024

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

Schroders explains how deforestation poses risks both to investments and to the likelihood of achieving global climate goals.

Schroders 14th May 2024

Andy Howard, Global Head of Sustainable Investment, discusses investment industry initiatives focused on climate change and Schroders' approach to membership of such bodies.

Schroders 14th May 2024

Schroders discusses the rise of energy security and what this means for the energy transition movement, both in conventional and renewable energy.

Schroders 14th May 2024

Premier Miton’s Duncan Goodwin considers the importance of forests, and how US timber company Weyerhaeuser seeks to preserve, enhance and commercialise the natural capital on its timberlands....

Premier Miton Investors 10th May 2024

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

Capital Group 10th May 2024

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

abrdn Investments 10th May 2024

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

abrdn Investments 10th May 2024

abrdn discusses its approach to ESG concerns in private markets.

abrdn Investments 10th May 2024

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

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

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

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

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

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

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

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

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

It’s important to consider the long cyclical nature of the energy transition across conventional and renewable energy, as they both play a crucial role in providing energy security, stability...

Schroders 24th Apr 2024

Schroders’ analysis suggests that committed engagement leads to both reductions in harmful emissions and improved investment returns.

Schroders 24th Apr 2024

Although decarbonising an investment portfolio is a multi-faceted, multi-stage exercise, it needn’t be complicated.

Schroders 24th Apr 2024

Since its launch in 2018, SustainEx has become the cornerstone of sustainability research at Schroders.

Schroders 24th Apr 2024

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

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

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

abrdn Investments 23rd Apr 2024

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

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

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

abrdn Investments 18th Apr 2024

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

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

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

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

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

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

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

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

abrdn Investments 11th Apr 2024

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

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

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

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

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

This edition of Sustainable Times considers one of the ways in which the Premier Miton Diversified Sustainable Growth Fund’s ‘Health and Wellbeing’ theme is being brought into its...

Premier Miton Investors 2nd Apr 2024

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.

abrdn Investments 2nd Apr 2024

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

Adviser-Hub 28th Mar 2024

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

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

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.

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

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

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

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

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

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

abrdn Investments 21st Mar 2024

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

abrdn Investments 21st Mar 2024

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

abrdn Investments 21st Mar 2024

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

Adviser-Hub 20th Mar 2024

With share prices now exceeding the bubble-era high in 1989, Schroders examines whether the Japanese stock market can continue to move higher.

Schroders 20th Mar 2024

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?

abrdn Investments 20th Mar 2024

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

Developing renewable energy assets, or opting instead to buy them when they are already operational, results in very different potential return and risk profiles. Higher interest rates have made th...

Schroders 20th Mar 2024

Commodities form a vital asset class, but one which investors often exclude. Schroders’ framework is among the first to help investors reconsider their exposure to the sector while maintainin...

Schroders 20th Mar 2024

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

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

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

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

abrdn unpicks company targets and transition risk.

abrdn Investments 7th Mar 2024

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

Ninety One 7th Mar 2024

The scale and pace of change required to stave off the worst impacts of global warming will be more disruptive and costly than expected, says Schroders.

Schroders 7th Mar 2024

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

Adviser-Hub 7th Mar 2024

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

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

James Smith, manager of the Premier Miton Global Renewables Trust, highlights six ways the UK’s energy sector could solve the problem of the intermittency of renewable power during the energy...

Premier Miton Investors 21st Feb 2024

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

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

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

abrdn Investments 21st Feb 2024

Schroders’ Felix Odey discusses how food production and consumption is challenging climate targets and what the potential solutions might be.

Schroders 20th Feb 2024

Schroders’ latest research examines how sustainability factors, particularly climate risk, education, and sociopolitical stability, influence the way investors price sovereign credit.

Schroders 20th Feb 2024

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

Schroders 19th Feb 2024

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

Adviser-Hub 15th Feb 2024

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

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

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

abrdn Investments 8th Feb 2024

In a volatile year, staying invested will matter as events could turn quickly, says Schroders Group CIO Johanna Kyrklund.

Schroders 8th Feb 2024

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

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

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

Fund managers’ credibility shouldn’t be measured by voting records alone. The crux of good stewardship rests on well-informed conversations with management, says Schroders.

Schroders 6th Feb 2024

Schroders explore the differences and similarities of key sustainable regulations in Europe and the UK, new developments around fund name guidelines, and the implications for investors.

Schroders 6th Feb 2024

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

Schroders 2nd Feb 2024

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

Adviser-Hub 1st Feb 2024

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

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

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

FSSA Investment Managers 1st Feb 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

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

BNY Mellon Investment Management 25th Jan 2024

A snapshot of Schroders’ voting and engagements from the fourth quarter, as well as insights into the sustainability of lithium and solutions for a congested grid.

Schroders 25th Jan 2024

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

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.

abrdn Investments 25th Jan 2024

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

abrdn Investments 25th Jan 2024

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

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

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

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

Adviser-Hub 17th Jan 2024

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

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

Adviser-Hub 15th Jan 2024

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

Adviser-Hub 12th Jan 2024

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

Schroders explains how investors can quantify the carbon footprint of real estate portfolios and set out decarbonisation pathways. 

Schroders 11th Jan 2024

Schroders assesses whether the benefits of lithium’s use in EV batteries and energy storage outweigh the negatives, or vice versa? 

Schroders 11th Jan 2024

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

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

Baillie Gifford 11th Jan 2024

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

Baillie Gifford 11th Jan 2024

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

Fidelity International 11th Jan 2024

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

Fidelity International 11th Jan 2024

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

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

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

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

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

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

Alpha Sources in impact investment.

Ninety One 21st Dec 2023

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

Ninety One 21st Dec 2023

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

Ninety One 21st Dec 2023

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

Schroders explores the key takeaways of the UK's Sustainability Disclosure Requirements (SDR) and the implications for Schroders, its clients, and consumers.

Schroders 19th Dec 2023

Schroders looks at what investors should consider when assessing the progress of Chinese power companies towards net zero.

Schroders 19th Dec 2023

The team discusses all things sustainability, including FCA sustainability, disclosure requirements, and investment processes.

Premier Miton Investors 19th Dec 2023

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...

abrdn Investments 19th Dec 2023

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...

abrdn Investments 19th Dec 2023

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

abrdn Investments 19th Dec 2023

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

abrdn Investments 19th Dec 2023

With recent market shifts indicating that rates are peaking, history suggests now could be an opportune time to start moving from cash into government bonds.

Schroders 15th Dec 2023

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

abrdn Investments 15th Dec 2023

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

Adviser-Hub 14th Dec 2023

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

Adviser-Hub 14th Dec 2023

Waste is but a lack of imagination - much of what we throw away today has value and can be reused, says Schroders.

Schroders 11th Dec 2023

It’s policy action from individual countries that will help investors differentiate between beneficiaries and losers. 

Schroders 11th Dec 2023

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

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

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

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

Fidelity International 11th Dec 2023

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

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

abrdn Investments 11th Dec 2023

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

abrdn Investments 11th Dec 2023

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...

abrdn Investments 11th Dec 2023

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

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

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

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

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

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

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

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

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

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

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

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

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

Ninety One 27th Nov 2023

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

Ninety One 27th Nov 2023

Schroders’ Alex Monk discusses the recent challenges in the global energy transition space and what investors can expect next year. 

Schroders 27th Nov 2023

Schroders assesses lessons learned since the application of the SFDR, its future, and the potential impact of proposed changes. 

Schroders 27th Nov 2023

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

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

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

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

abrdn Investments 27th Nov 2023

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

abrdn Investments 27th Nov 2023

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

abrdn Investments 27th Nov 2023

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

Adviser-Hub 22nd Nov 2023

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

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

Climate change’s impact on insurance-linked investments may be more limited than you might expect. 

Schroders 13th Nov 2023

Renewable energy now offers new opportunities in terms of both return and risk management. 

Schroders 13th Nov 2023

Schroders’ research into the supply side of the energy transition finds that what is good for the planet can also be good for profits.

Schroders 13th Nov 2023

Schroders focuses on the nuts and bolts of calculating, applying and tracking performance.

Schroders 13th Nov 2023

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

abrdn Investments 13th Nov 2023

To how useful and meaningful are existing approaches for investors?  

abrdn Investments 13th Nov 2023

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

abrdn Investments 13th Nov 2023

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

abrdn Investments 13th Nov 2023

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

Adviser-Hub 9th Nov 2023

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

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

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

Adviser-Hub 26th Oct 2023

It’s possible to draw many parallels between assembling a rugby squad and effectively managing a...

Schroders 26th Oct 2023

A snapshot of Schroders’ voting and engagements from the third quarter, as well as details on active ownership in practice.

Schroders 26th Oct 2023

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

Ninety One 26th Oct 2023

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

Ninety One 26th Oct 2023

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

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

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

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

abrdn Investments 26th Oct 2023

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

Ninety One 26th Oct 2023

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

abrdn Investments 23rd Oct 2023

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

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

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

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

Adviser-Hub 12th Oct 2023

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

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

abrdn Investments 10th Oct 2023

In its review of the 2023 AGM season, Schroders takes a look at some of the pressing issues that companies faced.

Schroders 10th Oct 2023

From reducing methane emissions to facilitating a just transition – how Schroders voted on climate issues in 2023. 

Schroders 10th Oct 2023

Schroders’ experience in delivering impact in public equity investing. 

Schroders 10th Oct 2023

Schroders considers the carbon footprint of AI, both in terms of its physical infrastructure and its potential applications.

Schroders 10th Oct 2023

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

Ninety One 10th Oct 2023

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

Ninety One 10th Oct 2023

How to turn culture and inclusion insights into alpha signals.

Ninety One 10th Oct 2023

Can we mine sustainably?     

Baillie Gifford 10th Oct 2023

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

Fidelity International 10th Oct 2023

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

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

abrdn Investments 10th Oct 2023

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

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

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

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

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

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

BNY Mellon Investment Management 26th Sep 2023

All the most important things you need to know – including how to work out where your clients’ priorities really lie.

Schroders 26th Sep 2023

Can active ownership help deliver policy targets? 

Schroders 26th Sep 2023

Exploring risks and opportunities. 

Baillie Gifford 26th Sep 2023

Inspiring financial inclusivity, diversity and resilience in future generations.

abrdn Investments 26th Sep 2023

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

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

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

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

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

Schroders calls on policymakers to take urgent action to join up the climate and nature agendas and accelerate transformation in the real economy and financial services.

Schroders 14th Sep 2023

Schroders fund manager James Luke discusses the scramble to control Earth’s rare materials in a world looking to rapidly decarbonise. 

Schroders 14th Sep 2023

The uses, the costs and the opportunity – what does the opportunity around hydrogen look like? Experts at Schroders Greencoat explain in this Q&A.   

Schroders 14th Sep 2023

Schroders examines how companies leading the way in reducing greenhouse gas emissions can encourage their suppliers to do the same.

Schroders 14th Sep 2023

Schroders’ Alex Monk thinks that, with earnings at a turning point and attractive valuations, the outlook remains bright for energy transition investing, despite likely short-term volatility....

Schroders 14th Sep 2023

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

Ninety One 14th Sep 2023

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

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

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

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

Adviser-Hub 7th Sep 2023

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

Schroders’ latest analysis of best practice includes the findings of a survey of 350 investee companies from 45 countries, a GMO crops engagement case study, and a formula for successful enga...

Schroders 30th Aug 2023

The Schroders' Global Unconstrained Fixed Income team has developed a framework that gives countries a more level playing field.

Schroders 30th Aug 2023

These four case studies from Schroders highlight the value of active engagement with companies.  

Schroders 30th Aug 2023

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

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

Neil Birrell, manager of the Premier Miton Diversified Sustainable Growth Fund, looks at the topic of biodiversity, including the vital role that bees play and how that is reflected in the fund. &n...

Premier Miton Investors 30th Aug 2023

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

Fidelity International 30th Aug 2023