Adviser-Hub articles

Articles tagged: Equities
abrdn_housevw190625 Partner Zone

Aberdeen House View: Navigating a volatile macro and market regime

How should investors navigate tariffs, rate cuts and fading US exceptionalism? Explore the latest House View for new insights on equities, bonds, private markets and the global trends shaping the n...

Aberdeen Investments 19th Jun 2025

Partner Zone

The current opportunity in European equities

Sam Morse and Marcel Stötzel, portfolio managers of Fidelity European Fund and Fidelity European Trust PLC, examine the challenges and opportunities facing investors in European equities. Desp...

Fidelity International 27th Feb 2025

nione_nat070125 Partner Zone

Five reasons to allocate to natural resources equities (it’s not just about inflation!)

Ninety One sees five compelling reasons for investors to revisit natural resources equities.

Ninety One 7th Jan 2025

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

abrdn_climate5a 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

Partner Zone

Finding untapped potential in Europe

Marcel Stötzel, co-portfolio manager of Fidelity European Fund and Fidelity European Trust PLC, provides an insight into the risks and opportunities facing investors in European equities. With...

Fidelity International 7th Mar 2024

cg_equities301123a Partner Zone

The new normal for equities in 2024

Capital Group’s analysis shows that investors would be well served by diversifying into stocks once interest rates peak.

Capital Group 30th Nov 2023

Fidelity_GlobalSpecial VIDEO

Fidelity International | Global Special Situations

Jeremy Podger, portfolio manager of the Fidelity Global Special Situations Fund, provides a longer-term outlook for global equities and shares why he thinks China provides some indicators as to what w...

Fidelity International 23rd Apr 2020

Market Updates

The Week: Back to the races? The Conservative election victory

Markets celebrated the Conservative victory, but have they been premature?

Adviser-Hub 18th Dec 2019

Fidelity9Dec19_2 VIDEO

Fidelity International | Selectivity remains key in 2020

Jeremy Podger, Fidelity Global Special Situations Fund portfolio manager, believes 2020 has the potential to be a good year for equities, supported by a pick-up in earnings growth and accommodative po...

Fidelity International 9th Dec 2019

Market Updates

The Week: Big trouble in little China

Things are looking increasingly gloomy in China. Should investors be worried about the year ahead?

Adviser-Hub 3rd Jan 2019

Market Updates

The Week: Reasons to be cheerful 2019

2018 hasn’t been a classic year in markets, here are a number of reasons why investors can look forward to 2019 with more enthusiasm.

Adviser-Hub 20th Dec 2018

Article-Chart-04-smll2024 Market Updates

UK equity income market review: UK equity yields surged over 2018

UK equity markets continued their downward trend into December amid intensifying speculation over the possibility of a no-deal Brexit. Although the government managed to reach an agreement with the...

Adviser-Hub 17th Dec 2018

Fidelity12Dec18 VIDEO

Fidelity International | Looking globally in 2019

Jeremy Podger, Portfolio Manager of Fidelity Global Special Situations Fund explains why 2019 has the potential to be a good year for equities. Against a backdrop of volatility, he outlines the pocket...

Fidelity International 12th Dec 2018

Article-Buildings-FED-01-smll2024 Market Updates

US market review: US equities plummet in October

Financial markets experienced a volatile October and the S&P 500 Index experienced one of its worst Octobers since 1928 as investors became increasingly concerned about the outlook for global e...

Adviser-Hub 9th Nov 2018

Article-London-01-smll2024 Market Updates

The Week: Tough times for UK equities

After a difficult run for UK equities, investors need to believe that neither a Labour Government nor a no deal Brexit is a possibility. A combination of a no-deal Brexit and a Labour government...

Adviser-Hub 18th Oct 2018

Article-London-01-smll2024 Market Updates

The Week: False hope on UK assets

While international fund managers seemed to give the UK market a tentative thumbs up, it is not a ringing endorsement. 

Adviser-Hub 25th Jul 2018

Market Updates

The Week: Why do US equities keep rising?

It’s tough to find an asset allocator with an overweight position in US assets. Most agree that the stock market is expensive.

Adviser-Hub 18th Jan 2018

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