Adviser-Hub articles

Articles tagged: OPPORTUNITIES
sch_asianequa Partner Zone

Asian equities – four distinct regions rolled into one

The Asian equity opportunity set is diverse enough for the managers of Schroder Asian Total Return to view it as four separate regions rolled into one.

Schroders 28th Aug 2024

pm_perspectivespodcasta Partner Zone

Perspectives – The deglobalisation theme continues to throw up opportunities

Premier Miton Multi Asset Fund Manager, David Jane, discusses who the future beneficiaries of the global trade regime might be.

Premier Miton Investors 17th Jul 2024

cp_creditmksa Partner Zone

Why credit markets can keep running strong

Capital Group portfolio manager Damien McCann explains why he expects resilience to continue, and discusses the opportunities he sees in multi-sector credit portfolios.

Capital Group 25th Jun 2024

cp_aihype30424a Partner Zone

Separating AI hype from investment opportunity

Capital Group explores whether generative AI has launched a lasting megatrend, or whether its potential been greatly exaggerated.

Capital Group 30th Apr 2024

cg_smallcapss Partner Zone

Small-cap stocks: seven opportunities to watch in 2024

As the Fed appears to be pivoting to a more dovish stance, potentially leading to an easing of financial conditions, the outlook for small cap stocks is brightening.

Capital Group 13th Mar 2024

karan-bhatia-ib7jwp7m0iA-unsplash Partner Zone

Small-cap stocks: seven opportunities to watch in 2024

As the Federal Reserve (Fed) appears to be pivoting to a more dovish stance, potentially leading to an easing of financial conditions, the outlook for small cap stocks is brightening.

Capital Group 28th Feb 2024

li-yang-5h_dMuX_7RE-unsplash Partner Zone

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 Ninety One’s Iain Cunningham, Head of Multi Asset Growth.

Ninety One 21st Feb 2024

cpgrp_bank24a Partner Zone

Can the banks deliver for investors in 2024?

Capital Group’s fixed income analysts outline what the changing macroeconomic environment might mean for banks, as well as the key opportunities and risks facing the sector.

Capital Group 14th Feb 2024

Partner Zone

Planetary Pulse

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

Ninety One 27th Nov 2023

Article-Time-01-2019 Business Toolkit

Investment Outlook: Is opportunity knocking?

Fidelity’s Tom Stevenson shares his thoughts on the global economy and where potential opportunities lie.

Fidelity Adviser Solutions 25th Oct 2023

bg26923climatea Analysis & Opinion

Climate and energy scenarios

Exploring risks and opportunities. 

Baillie Gifford 26th Sep 2023

Partner Zone

The European economy is in for a rocky ride

Why the eurozone is in for a tough time, and the opportunities arising from this. 

Ninety One 22nd Sep 2023

Partner Zone

Global Asset Allocation Insights

Our Multi Asset team share their latest views on which asset classes and markets are presenting the greatest opportunities and risks.

Fidelity International 1st Aug 2023

Article-Chart-01-2019 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?

abrdn 22nd Jun 2023

sch_netzero210623a Analysis & Opinion

The climate leaders and laggards as we race to net zero

Schroders outlines the risks and opportunities for investors as an important audit of climate pledges looms and pressure for change intensifies.

Schroders 21st Jun 2023

abrdn1_banking080623a Partner Zone

How are the banking difficulties affecting real estate?

What do the banking challenges mean for real estate? Read more about the risks and opportunities.

abrdn 6th Jun 2023

bg_globaldiscovery_5922 VIDEO

Baillie Gifford | Global Discovery: A decade of growth investing

The Global Discovery mission to capture opportunities in the enduring cycle of innovation has made for a fascinating ten years. Capital at risk.

Baillie Gifford 5th Sep 2022

bg_actualincome0722 VIDEO

Baillie Gifford | Corporate Bonds: Finding opportunities in resilience

Baillie Gifford’s Torcail Stewart explains how attractive investment opportunities can be found by seeking resilient companies and thinking long-term. Capital at risk and income not guaranteed.

Baillie Gifford 21st Jul 2022

baillieg_positivechangepodcast VIDEO

Baillie Gifford | Baillie Gifford on the future of education

For digital learning companies that can balance accessibility and profits, the opportunities are vast. In this podcast, Baillie Gifford’s Thaiha Nguyen explains more. Capital at risk.

Baillie Gifford 27th Jun 2022

Article-London-01-2019 Analysis & Opinion

Why investors can't overlook the "S" in ESG

Schroders explores some of the risks, as well as the opportunities, which exist in the UK stock market, and asks how companies can be more socially responsible.

Schroders 27th Jun 2022

Article-Chart-05-2019 Analysis & Opinion

Market View: Navigating the ESG “bubble”

Jamie Harvey, portfolio manager of the Fidelity Sustainable Global Equity Fund, highlights the growing opportunities in under-appreciated ESG stocks that offer significantly higher quality and growth...

Fidelity International 27th Jan 2022

Article-China-02-2019 Analysis & Opinion

Tiger, tiger!

With uncertainty hanging over markets, investors need to tread carefully in the Year of the Tiger. But as Ninety One’s investment professionals explain, there are abundant opportunities too.

Ninety One 27th Jan 2022

Article-Coin-02-2019 Analysis & Opinion

Market View: 2022: investing in an inflationary world

Can investors protect their portfolios from rising prices? Managers from Newton Investment Management pick out the potential implications and opportunities across the investment landscape resulting fr...

BNY Mellon Investment Management 16th Dec 2021

Article-Grow-02-2019 Partner Zone

Shock of the old: investing in heavy industries in a new-energy world

As the basis of the world’s energy supply shifts from fossil fuels to mainly metal-based technologies, we face upheaval in many commodity markets. Ninety-One identifies opportunities for investors, bu...

Ninety One 8th Nov 2021

Article-Direction-05-2019 Analysis & Opinion

Market View: Opportunities abound in cheap UK market

Alex Wright, portfolio manager of Fidelity Special Situations & Fidelity Special Values PLC, outlines why he remains excited by the opportunities on offer in the UK, despite recent market volatility.

Fidelity International 21st Oct 2021

Article-Animals-Bear-01-2019 Analysis & Opinion

Making sense of impact bonds

Impact investing offers a remarkable growing array of opportunities; nevertheless, investors should be wary of ‘impact washing,’ says Insight Investment head of responsible investment and stewardship...

BNY Mellon Investment Management 10th Sep 2021

FIL_Paras VIDEO

Fidelity International | Big ambitions for Asia in 2021

Paras Anand, CIO for Asia Pacific discusses the three key areas he believes investors should focus on over the coming year when hunting for opportunities across the region.

Fidelity International 2nd Dec 2020

Article-Time-01-2019 Business Toolkit

What’s next for advice?

In partnership with AKG, we’ve sponsored a practical paper which looks at key drivers for change, likely shape of the market and to establish the main opportunities for intermediaries and manufacturer...

Fidelity Adviser Solutions 23rd Sep 2020

Article-Coin-02-2019

Resilient income for a post-Covid world

Income has been one of the first casualties of the Covid-19 outbreak. The UK market has been hit particularly hard, with around half of UK companies cutting, deferring or cancelling their dividends.

Baillie Gifford 13th Aug 2020

Article-Time-01-2019 Market Updates

Remember these five things about a crisis

Investors tend to look at collapsing index value and conclude they should be out of the market. However, in reality, the S&P or the FTSE 100 are disparate groups of companies, some of which will be be...

Adviser-Hub 24th Jun 2020

FILSterlingF15May20 VIDEO

Fidelity International | Market Perspectives: Sterling Fixed Income

Fidelity co-portfolio managers Sajiv Vaid and Kris Atkinson discuss the outlook and opportunities across domestic fixed income markets.

Fidelity International 15th May 2020

fil_multiassetopen6may20 VIDEO

Fidelity International | Fidelity Market Perspectives: Multi Asset Open range

Fidelity portfolio manager Chris Forgan discusses the outlook and opportunities for the Fidelity Multi Asset Open range.

Fidelity International 6th May 2020

Eugene_8Nov19 VIDEO

Fidelity International | Why Asia for income?

Eugene Philalithis, portfolio manager of the Fidelity Multi Asset Income range looks at why Asia is proving a rich hunting ground for income opportunities.

Fidelity International 8th Nov 2019

Fidelity21MarDRoberts VIDEO

Fidelity International | Revisiting the case for quality dividend investing

Dan Roberts, Portfolio Manager for the Fidelity Global Dividend Fund gives an update on the strategy and where he's finding new opportunities for dividend growth this year. He challenges the argument...

Fidelity International 21st Mar 2019

Fidelity25Oct18 VIDEO

Fidelity International | The three paradigms of alpha generation

Jeremy Podger, portfolio manager of the Fidelity Global Special Situations Fund, looks to identify and balance opportunities in corporate change, unique businesses and stocks offering exceptional valu...

Fidelity International 29th Oct 2018

InvestecRisk113Jul18 VIDEO

Investec | Opportunities

Looking through the bad news, opportunities are out there – it’s about picking and choosing your fights.

Ninety One 13th Jul 2018

ThreereasonsFIL20June VIDEO

Fidelity International | Three reasons why oil is troubling markets

Bill McQuaker takes a look at the three main drivers behind the rising cost of oil and what that means for investors. How does an inflated oil price impact on the fundamentals and where can investors...

Fidelity International 20th Jun 2018

Fidelity15June18 VIDEO

Fidelity International | Market leadership - Tech for tech’s sake?

The technology sector had a strong year in 2017 and investors have begun to question whether the stellar performance means stocks are now overvalued.

Fidelity International 15th Jun 2018

Market Updates

Navigating investment grade: where do the opportunities lie?

Invesco Perpetual Corporate Bond Fund Manager Michael Matthews explains why investors must look beyond the negative headlines. There are still plenty of opportunities to make money in credit.

Adviser-Hub 16th May 2018

Fidelity_Outlook4infrastr_Feb18 VIDEO

Fidelity International | The outlook for infrastructure investing

Hear from Eugene Philalithis about how social infrastructure such as schools, hospitals and government buildings offer key income investing opportunities and play a fundamental role across our Multi A...

Fidelity International 8th Mar 2018

Fedelity_BillMcQuakerFebvid6 VIDEO

Fidelity International | Bill McQuaker: what I’ve learnt from the last three market cycles

Fidelity multi asset portfolio manager Bill McQuaker talks about the last 30 years in markets and his experience of Black Monday in 1987, the Dotcom crash in 2000 and the 2007-2009 financial crisis. H...

Fidelity International 23rd Feb 2018

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