Adviser-Hub articles

Articles tagged: USA
Partner Zone

US perspectives: AI evolves again

Baillie Gifford explores how the rapid market shift in AI and computer processing is transforming industries.

Baillie Gifford 18th Mar 2025

Partner Zone

Crossing the river: what Fidelity learnt from China’s NPC

While the economic targets announced at China’s recent National People’s Congress (NPC) are mostly in line with expectations, it appears Beijing has saved ammunition for when the extent...

Fidelity International 17th Mar 2025

nione_changing130325 Analysis & Opinion

Changing realities challenge the bet on US exceptionalism

Ninety One’s Sahil Mahtani argues that the Trump administration appears willing to tolerate a slowdown to push through structural reform, which may lead investors to seek opportunities beyond...

Ninety One 13th Mar 2025

Article-Chart-03-smll2024 Analysis & Opinion

The Week: The rise of passive faces a threat from US weakness

The rise of passive faces a threat from US weakness.

Adviser-Hub 13th Mar 2025

Article-America-02-smll2024 Market Updates

Global updates: tariff jitters

US markets declined over February as a whole, driven down by concerns over the possible impact of US President Donald Trump’s trade tariffs.

Adviser-Hub 11th Mar 2025

Article-balance-01-smll2024 Analysis & Opinion

The Week: Why income could be an investor’s friend in volatile markets

As US markets wobble, income may be a more predictable source of returns for investors. 

Adviser-Hub 6th Mar 2025

Partner Zone

Strat chat: Fading Trump trades

Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and outlines his views across the strategy’s main alpha sources. Amid th...

Fidelity International 4th Mar 2025

smg_yours_questions_answered VIDEO

Baillie Gifford | Scottish Mortgage Investor Webinar: Your Questions Answered

In this recent webinar, Tom Slater and Lawrence Burns discuss the topics on shareholders’ minds, from the impact of the Trump administration and investing in China, to artificial intelli...

Baillie Gifford 25th Feb 2025

nione_tariff200225 Podcast

Ninety One | Talking Tariffs

With tariffs becoming an increasingly unpredictable tool of US economic policy, Ninety One’s Sangeeth Sewnath, Head of Americas, sits down with Thys Louw and Sahil Mahtani to discuss how inve...

Ninety One 20th Feb 2025

cpgrp_asessing180225 Partner Zone

Assessing the impact of US tariffs

What are the actual, lasting impacts of tariffs on the United States and other countries? Three Capital Group professionals with a close eye on trade policy offer their views.

Capital Group 18th Feb 2025

nione_deepseek200225 Partner Zone

How DeepSeek might dethrone the dollar

Ninety One’s Alex Holroyd Jones examines how DeepSeek’s challenge to US technological dominance may disrupt global markets.

Ninety One 18th Feb 2025

abrdn7_1702025 Partner Zone

Tariff man strikes back, or the phantom trade war?

Discover our latest thoughts on US tariff policies and their far-reaching effects on the global economy. How will tariffs shape international trade, growth, interest rates and geopolitics?

aberdeen Investments 17th Feb 2025

Article-DonaldTrump-01-smll2024 Analysis & Opinion

The Week: is America really so great?

There has been a rose-tinted view of the US economy and stock market. It needs to be challenged. 

Adviser-Hub 13th Feb 2025

nione_tackling110225 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

Article-Buildings-FED-01-smll2024 Market Updates

Global updates: Trump hits the ground running

US markets rose following the inauguration of Donald Trump as the 47th US President began to issue a raft of executive orders. 

Adviser-Hub 7th Feb 2025

Partner Zone

The return of Donald Trump: start of the deals

Could the president’s second term be as much about dealmaking as inflation? Fidelity’s analysts take stock.

Fidelity International 30th Jan 2025

Article-America-02-smll2024 Analysis & Opinion

The Week: Trump’s early days: a flurry of activity, but any clarity?

Trump’s early executive orders have continued the themes established during the campaign.

Adviser-Hub 23rd Jan 2025

Analysis & Opinion

The Week: Markets celebrate better news on inflation 

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

Adviser-Hub 16th May 2024

Analysis & Opinion

Opportunities in the US market today

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

Analysis & Opinion

Magnificent Seven or bust?

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

Market Updates

US Interest rate update: Fed pauses … for now

Having raised its key federal funds rate at ten consecutive meetings, the Federal Reserve left rates unchanged at the Federal Open Market Committee’s June meeting.

Adviser-Hub 16th Jun 2023

Fidelity17Jul18 VIDEO

Fidelity International | Trade wars: China v US

Bill McQuaker and analyst Riccardo Muscio discuss the ongoing trade war between China and the US. What is the dispute really about? Is the US simply levelling the playing field or are they strategical...

Fidelity International 17th Jul 2018

© 2025, Copyrights Adviser-Hub. All Rights Reserved
Terms & Conditions | Privacy Policy | Modern Slavery statement | Cookie Policy