Adviser-Hub articles

Articles tagged: ENERGY
abrdn_real140526 Partner Zone

Real Assets: why space and time matter more than ever

Europe’s energy transition depends on resilient networks and flexibility.

Aberdeen Investments 14th May 2026

abrdn_global270426 Partner Zone

Global infrastructure: a more resilient way to invest in energy?

Why infrastructure matters in volatile energy markets.

Aberdeen Investments 27th Apr 2026

fil_geopolitics230326 Partner Zone

Geopolitics, inflation, and the shifting dynamics of global bond markets

Fidelity International Global Fixed Income CIO Marion Le Morhedec reviews the impact of higher oil prices, shifting rate expectations, and so-far resilient credit markets.

Fidelity International 23rd Mar 2026

bg_powering190326 Analysis & Opinion

Powering AI: investing in the grid revolution

Baillie Gifford uncovers two companies tackling key grid bottlenecks that support both data centres and society.

Baillie Gifford 19th Mar 2026

abrdn_iran2100326 Partner Zone

Conflict in Iran: how long will it last, and what will be the economic impact?

The Iran conflict has escalated fast. Energy prices have spiked and risk sentiment has been hit, but financial markets are orderly. What does that tell us about what investors are expecting from th...

Aberdeen Investments 10th Mar 2026

nione_energy280126 Podcast

Ninety One | Energy, geopolitics, and markets: reflections from Miami

Sahil Mahtani, Director of Ninety One’s Investment Institute, and Paul Gooden, Portfolio Manager for Global Natural Resources, discuss Venezuela and broader energy themes following the Goldma...

Ninety One 28th Jan 2026

nione_energy170725 Analysis & Opinion

The energy transition is on – just not how we expected

The energy transition hasn’t reversed; it’s just taking a different path to the one we expected, says Ninety One. Developed markets are going more slowly, but emerging markets are surpr...

Ninety One 17th Jul 2025

nione_oil160725 Partner Zone

Oil looks fragile, natural gas more buoyant

A visit to US energy companies reveals a cautious mood among oil executives. But the outlook for gas is more bullish.

Ninety One 16th Jul 2025

nione_tapping180625 Analysis & Opinion

Tapping into the global energy transition

Ninety One Portfolio Manager Matt Christ explains how investments in EM private credit offer both compelling return potential and the chance to make a meaningful contribution to global climate goal...

Ninety One 18th Jun 2025

nione_power180625 Analysis & Opinion

Powering the transition: lessons from Spain’s grid disruption

Ninety One’s Sam Segameglio speaks with portfolio manager Graeme Baker about the recent blackouts in Spain and Portugal, and what they reveal about the state of Europe’s energy infrastr...

Ninety One 18th Jun 2025

nine_planetary271123a 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

bg_embrace281123a 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

The Week: The future of energy? 

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

Adviser-Hub 2nd Aug 2023

bg_renew260423a Analysis & Opinion

Renewables: a speedy energy transition

Why the energy transition may be faster than you expect – research suggesting faster-than-expected adoption has far-reaching consequences for investors.

Baillie Gifford 26th Apr 2023

Analysis & Opinion

Small but powerful

Ninety One Portfolio Manager Nicolas Jaquier explains how green, social, sustainable and sustainability-linked bonds could spur financing in emerging markets’ sustainable growth and developme...

Ninety One 19th Jan 2023

Analysis & Opinion

Asia and energy transition

Capital allocators can’t ignore Asia’s role in new energy solutions. Andrew Keiller, Client Service Director, Baillie Gifford, explores the emerging energy opportunities in Asia.

Baillie Gifford 19th Jan 2023

HubThemes-Energy VIDEO

Hub Themes | Energy

Energy supply, energy security, energy prices, the energy transition … energy is the issue that’s touching every area of our lives. Find out what’s happening, why it’s happ...

Adviser-Hub 21st Nov 2022

Analysis & Opinion

Asian stockmarkets: looking ahead

Asian stock markets have not escaped the volatility seen in financial markets since the start of the year. Many of the patterns have been the same: a preference for value over growth, a focus on highe...

Adviser-Hub 26th Sep 2022

Analysis & Opinion

The Week: Ukraine and the impact on markets

The impact of geopolitical events on markets is often short-lived – will it be different for the Ukrainian crisis?

Adviser-Hub 3rd Mar 2022

Market Updates

UK equity income market review: Brexit puzzle remains unsolved

The Brexit conundrum remained unsolved as March drew to a close, and the UK remained in the EU as Brexit Day was pushed out to 12 April. The yield on the FTSE 100 Index declined over March.

Adviser-Hub 17th Apr 2019

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