Adviser-Hub articles

abrdn_bonds210623a Analysis & Opinion

Climate transition bonds: putting capital to work where it's needed

abrdn’s Thomas Leys and Samuel Grantham explore whether investors can play a part in the battle against climate change while also seeking attractive financial returns. 

Aberdeen Investments 21st Jun 2023

Business Toolkit

Considerations around pension contributions

Paul Squirrell, Fidelity Adviser Solutions’ pension expert, runs through many of the considerations relating to pension contributions for 2023/24.

Fidelity Adviser Solutions 20th Jun 2023

Partner Zone

Baillie Gifford’s Global Discovery Team reflects on the lessons of turbulent times

Pandemic, inflation and global instability have all taken their toll, but the desirable qualities the growth stars of tomorrow remain the same as ever. Baillie Gifford’s Worldwide Discovery T...

Baillie Gifford 20th Jun 2023

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

Partner Zone

Can a weakening US dollar catalyse an emerging market decade?

Capital Group’s Natalya Zeman explores whether the dollar’s recent decline signals the end of its decade-long bull run, creating a positive backdrop for emerging market equities.

Capital Group 15th Jun 2023

Partner Zone

Commercial real estate: the next shoe to drop for the banking sector?

With lending standards growing tighter, investors are getting increasingly nervous about problematic properties lurking on bank balance sheets.

Capital Group 15th Jun 2023

Partner Zone

Mild recession, strong recovery

The global economy has managed to avoid a recession in recent months – but that’s likely to change in the second half of the year, says Capital Group economist Jared Franz.

Capital Group 15th Jun 2023

Partner Zone

Stock market outlook: Broader opportunities emerge

Even as the global economic outlook weakens,  powerful tailwinds are forming behind certain areas of the equity markets that previously spent many years in the wilderness. Capital Group tells...

Capital Group 15th Jun 2023

Analysis & Opinion

The Week: Do rising loan defaults spell bad news for the high yield market?

Default rates are moving higher in the US loan market, as companies feel the pain of rising borrowing costs. Could the pain spread to the high yield market? 

Adviser-Hub 15th Jun 2023

ninetyone_uksaving150623a Podcast

Ninety One | UK savings platforms: a diamond in the rough

Portfolio managers Ben Needham and Anna Farmbrough explain why savings platforms are a pocket of the equity market with significant growth potential, making it an area of focus for quality investor...

Ninety One 15th Jun 2023

ninetyone_china150623a Podcast

Ninety One | China’s self-sufficiency opportunity

In the second edition of our Quality podcast, the team looks at investment in China, and why - irrespective of ongoing tensions with the US - there are rising opportunities for quality businesses w...

Ninety One 15th Jun 2023

ninetyone_semi150623a Podcast

Ninety One | Semiconductors: an industry shaping the modern world

A Quality deep dive into the semiconductor industry.

Ninety One 15th Jun 2023

ninetyone_may23150623a VIDEO

Ninety One | From the Multi-Asset Income desk: reaching the debt ceiling

Ellie Clapton and Jason Borbora-Sheen discuss two key topics on the multi-asset income team’s desk at present. The fallout from US regional banks and the impending US debt ceiling are at the...

Ninety One 15th Jun 2023

ninetyone_apr23150623a VIDEO

Ninety One | From the multi-asset income desk: Fed in focus

Ellie Clapton and Jason Borbora-Sheen discuss the recent move by the Fed to increase their balance sheet and why that doesn’t change their view on risk assets over the long term.

Ninety One 15th Jun 2023

Partner Zone

Ninety One Big Picture

To listen to our podcasts, subscribe on Spotify, Apple Podcast, Google Podcasts or simply search for ‘Ninety One Big Picture’ on your podcast app of choice.

Ninety One 14th Jun 2023

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