Adviser-Hub articles

Analysis & Opinion

Confidence and a K-shaped economy

Companies are experiencing a once-in-a generation investment boom across a growing list of industries, but this year’s Fidelity International Analyst Survey sees signs that AI is already supp...

Fidelity International 19th Mar 2026

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The Week: Could there be a market shock round the corner?

Markets have been relatively sanguine about the crisis in the Middle East. That might change at the crucial six-week mark. 

Adviser-Hub 19th Mar 2026

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Tomorrow’s marvels, today

With Baillie Gifford, explore private growth investing, mega-cap private companies, and the future of IPOs.

Baillie Gifford 19th Mar 2026

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Geopolitics, inflation, and the shifting dynamics of global bond markets

Fidelity International Global Fixed Income CIO Marion Le Morhedec reviews the impact of higher oil prices, shifting rate expectations, and so-far resilient credit markets.

Fidelity International 19th Mar 2026

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Reassessing emerging market equity allocations

Recent meetings with asset allocators across North America and Australia have highlighted an important question for Ninety One: how should allocators think about implementation to best capture the...

Ninety One 19th Mar 2026

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Powering AI: investing in the grid revolution

Baillie Gifford uncovers two companies tackling key grid bottlenecks that support both data centres and society.

Baillie Gifford 19th Mar 2026

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Baillie Gifford | Scottish Mortgage Investor Webinar: Your Questions Answered

At the latest Scottish Mortgage webinar, portfolio director Claire Shaw was joined by investment managers Tom Slater and Lawrence Burns to answer shareholder questions.

Baillie Gifford 17th Mar 2026

bg_smmarta- yqa170326_ppg Partner Zone

Scottish Mortgage Investor Webinar: Your Questions Answered

At the latest Scottish Mortgage webinar, portfolio director Claire Shaw was joined by investment managers Tom Slater and Lawrence Burns to answer shareholder questions.

Baillie Gifford 17th Mar 2026

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Pensions: the regulatory runway

A wave of pension reforms is on the horizon, many of which could significantly influence your client conversations.

Fidelity Adviser Solutions 16th Mar 2026

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The Week: Gilts: collateral damage from the oil price spike

Gilts have been one of the assets hardest hit by the war in Iran – why?

Adviser-Hub 12th Mar 2026

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AI isn’t coming for your job. It’s coming for your mind

The people who thrive won’t be those who use AI most, but those who can still think without it, argues Baillie Gifford.

Baillie Gifford 12th Mar 2026

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3 views on the US-Iran conflict

Three Capital Group investment professionals offer their assessments of the developing US-Iran conflict.

Capital Group 12th Mar 2026

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Market view: Five frontier markets reshaping local-currency returns

Aberdeen explores the key drivers behind 2026’s most dynamic frontier markets – in five words.

Aberdeen Investments 12th Mar 2026

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Calibrating portfolios for uncertainty

Welcome to Fidelity’s Kaleidoscope, where we investigate the key opportunities and risks presented by today’s era of heightened geoeconomic fragmentation. During uncertainty, investors...

Fidelity International 11th Mar 2026

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Market Minutes: Navigating volatility

In this monthly video series, our Multi Asset team break down what’s changed in markets, what’s new, and what they’re watching next. This month, portfolio manager Chris Forgan hig...

Fidelity International 11th Mar 2026

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