articles from Adviser-Hub

Adviser-Hub articles

Articles tagged: OPPORTUNITIES

Partner Zone

The great market shift – how market dislocation benefits active investors

This isn’t just another market cycle – it’s a structural shake-up. Ninety One’s Clyde Rossouw explores how an active strategy, built on quality, can weather disruption and u...

Ninety One 3rd Jun 2025

Partner Zone

US equities sell-off will create opportunities

Tariffs, funding freezes, and government spending cuts have caused investors to reassess the outlook. The chances of stagflation have grown, but policy will stabilise, and opportunities will appear...

Fidelity International 27th Mar 2025

Partner Zone

UK: a fertile hunting ground for contrarian investors

Fidelity International 27th Mar 2025

Partner Zone

Follow the trendlines, not the headlines

Tariffs are reshaping market dynamics—where are the opportunities for emerging market equity investors? Ninety One’s Varun Laijawalla explores the risks, the mispricings, and the strate...

Ninety One 26th Mar 2025

Partner Zone

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

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

Capital Group 18th Mar 2025

VIDEO

Ninety One | Beyond the traditional

In the latest episode of From the Income Desk, Ellie Clapton is joined by Jason Borbora-Sheen, Portfolio Manager of the Ninety One Diversified Income Fund, and Darpan Harar, Portfolio Manager of th...

Ninety One 17th Mar 2025

Partner Zone

What do tariffs mean for bond investors?

Fidelity’s fixed income portfolio managers highlight why they continue to find the best risk-adjusted opportunities in the front end of the sterling credit curve.

Fidelity International 17th Mar 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

Partner Zone

Discovery: our philosophy

Investment manager Douglas Brodie discusses the Baillie Gifford Discovery Strategies and reflects on their philosophy and the exciting opportunities ahead.

Baillie Gifford 17th Feb 2025

Partner Zone

Tackling tariff risks

With US trade tariff-related uncertainty now top-of-mind for investors, Thys Louw and Aurelie Martin present Ninety One’s proprietary framework for assessing sovereign vulnerability and expla...

Ninety One 11th Feb 2025

Partner Zone

2025 and beyond: key industry and market trends

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

Capital Group 5th Feb 2025

Podcast

Ninety One | Keep active in a bearish oil market

Prospects for oil appear positive on a five-year view; however, demand worries and supply growth suggest a bearish outlook in 2025 – Ninety One’s Paul Gooden explains there are still op...

Ninety One 29th Oct 2024

Partner Zone

Identifying quality across Asia

Nitin Bajaj, portfolio manager for Fidelity Asian Values PLC, discusses his approach to identifying opportunities across Asia and how he is always looking to find quality businesses with strong fun...

Fidelity International 18th Oct 2024

VIDEO

Baillie Gifford | Scottish Mortgage: Why invest in private companies?

The Scottish Mortgage team explains why investing in private companies gives shareholders access to the most innovative and unique growth opportunities globally.

Baillie Gifford 16th Oct 2024

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

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

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

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

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

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

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

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

Analysis & Opinion

The Week: The opportunities in smaller emerging markets

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

Aberdeen Investments 22nd Jun 2023

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.

Aberdeen Investments 6th Jun 2023

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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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