Adviser-Hub articles

bg_spacex150526 Partner Zone

SpaceX: Pre IPO Briefing Note – Scottish Mortgage

Given the materiality of the SpaceX position within the Scottish Mortgage portfolio, and in light of recent speculation and uncertainty surrounding a potential SpaceX IPO, this communication aims t...

Baillie Gifford 15th May 2026

fil_quality150526 Partner Zone

Why quality still matters for small and mid-cap investing

Maroun Younes, Co-Portfolio Manager of Fidelity’s Global Future Leaders Strategy, considers how quality has performed over the longer term, and reveals why abandoning it now may be the wrong...

Fidelity International 15th May 2026

fil_volatility150526 Partner Zone

Market volatility opens up opportunities in high-quality European equities

Sam Morse and Marcel Stötzel, Portfolio Managers of the Fidelity European Fund and Fidelity European Trust PLC, outline how the team is navigating current market conditions and where selective...

Fidelity International 15th May 2026

fil_gmgold140526 Partner Zone

The role of gold as a safe haven in a fragmenting world

Fidelity examines whether and how gold can contribute to portfolio resilience alongside traditional assets, and under what conditions that case strengthens or weakens.

Fidelity International 15th May 2026

fil_navi150526 Partner Zone

Navigating fragmentation, inflation and risk

Fidelity’s macro and ETF team examine the key forces shaping markets, including geoeconomic fragmentation, the impact of AI, and widening return dispersion, and outline how investors can use...

Fidelity International 15th May 2026

Article-Technology-04-smll2024 Analysis & Opinion

The Week: Two-speed technology

The technology sector is starting to divide into clear winners and losers as AI takes effect.

Adviser-Hub 14th May 2026

fil_gmgold140526 Analysis & Opinion

The role of gold as a safe haven in a fragmenting world

Fidelity examines whether and how gold can contribute to portfolio resilience alongside traditional assets, and under what conditions that case strengthens or weakens.

Fidelity International 14th May 2026

abrdn_finding070526 Partner Zone

Macro: finding conviction in a world of higher geopolitical risk

Geopolitics is increasingly driving inflation, volatility and returns. Frequent supply shocks challenge traditional diversification assumptions. In a changing world, what matters most for investors...

Aberdeen Investments 14th May 2026

abrdn_fixed140526 Partner Zone

Fixed Income: why short-dated bonds can build resilience in uncertain markets

Can short-dated bonds help portfolios stay resilient when uncertainty rises? Lower volatility, smaller drawdowns and income-led returns explain why investors should look again at short-dated fixed...

Aberdeen Investments 14th May 2026

abrdn_equities140526 Partner Zone

Equities: quality investing — tested, questioned and still relevant

After one of its toughest periods in decades, quality investing has been put under the spotlight. We explore why quality has struggled, what’s changing, and why discipline, valuation and fund...

Aberdeen Investments 14th May 2026

abrdn_ai140526 Partner Zone

Equities: AI rivalry — shared ambition, different paths

AI leadership isn’t just about better models. It’s about deployment, power and productivity. We examine how the US and China are taking different routes to economic impact.

Aberdeen Investments 14th May 2026

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_apac140526 Partner Zone

APAC real estate market outlook Q2 2026

What are the prospects for APAC real estate amid market tensions? 

Aberdeen Investments 14th May 2026

nione_china120526 Partner Zone

China: investing in the world’s first electro-state

Following recent research trips, the Ninety One Global Environment team report back from the world’s first ‘electro-state’.

Ninety One 14th May 2026

nione_boots130526 Partner Zone

Boots on the ground: a different perspective on the IMF Spring Meetings

Three members of Ninety One’s EM Debt team went to Washington, DC – they shared their highlights and pointers for investors, including a behind-the-scenes perspective on this important...

Ninety One 13th May 2026

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