Adviser-Hub articles

Partner Zone

The Investor’s Guide to Asia: Korean value and a new era of shareholder return

Fidelity’s Jochen Breuer and Lynda Zhou discuss how corporate governance reforms are transforming the dividend investing landscape in Asia.

Fidelity International 20th Nov 2025

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Capital Group | Short-term bonds: a low-profile asset class shifts into high gear

Capital Group’s Vince Gonzalez explains why this overlooked corner of the fixed income markets is suddenly in demand.

Capital Group 19th Nov 2025

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Capital Group | India’s strategic autonomy in global markets

Capital Group’s Anirudha Dutta joins host Natalya Zeman to break down the reforms, policies, and global positioning for India.

Capital Group 19th Nov 2025

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Capital Group | Uncovering overlooked tech opportunities and the next layer of AI

Veteran Capital Group tech analyst Sugi Widjaja draws on decades of expertise to identify overlooked opportunities in the tech sector. 

Capital Group 19th Nov 2025

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Ahead of the Curve: economic convergence and what it could mean for bond investors

What are fixed income investors to make of the current environment and how should they best position portfolios to capture results? Capital Group’s Flavio Carpenzano and Peter Becker explain....

Capital Group 19th Nov 2025

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Made in America is making a comeback

Capital Group identifies three areas that are progressing in the quest to rebuild a long-neglected segment of the domestic economy.

Capital Group 19th Nov 2025

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Macro Brief: can Korea follow in Japan’s footsteps to unlock shareholder value?

Korea launched the Corporate Value-Up Program in 2024. After a positive initial impact, market watchers are asking: what comes next? Capital Group’s Chau Nguyen takes a closer look.

Capital Group 19th Nov 2025

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Beyond mixed signals – a focus on income

US and EM fundamentals provide a strong foundation for continued high income among many sectors of the bond market, says Capital Group.

Capital Group 19th Nov 2025

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Three investment opportunities in a fragmented world

As this multi-year realignment plays out, identifying which companies can best adapt to the new framework is paramount to successful investing, says Capital Group’s Kohei Higashi.

Capital Group 19th Nov 2025

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America First policies: what are the global implications?

As the US continues to pursue its America First policies, the rest of the world is adapting to new opportunities and challenges. Navigating this environment will require nimble, flexible and more a...

Capital Group 19th Nov 2025

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How much could AI drive future productivity?

AI is emerging as a transformative force, but its impact will vary across regions and sectors. Capital Group believes its strategic adoption and integration will determine the countries and industr...

Capital Group 19th Nov 2025

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Baillie Gifford | Upfront: small caps, bubbles and tech giants

Baillie Gifford’s Bill Chater outlines the search for the world’s best small caps, while client manager Megan Rooney gives her take on AI bubble headlines.

Baillie Gifford 18th Nov 2025

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Fidelity International | Market Minutes: Emerging Strong

This month, Fidelity portfolio manager Chris Forgan turns the spotlight on emerging markets – where lower valuations, a softer US dollar, and policy flexibility are creating a compelling back...

Fidelity International 17th Nov 2025

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Exploring the psychology of retirement

Fidelity Adviser Solutions have applied behavioural science to uncover not only what clients say, but how they truly feel about whether they are financially and psychologically prepared for retirem...

Fidelity Adviser Solutions 17th Nov 2025

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BYD’s Right to Win

From battery maker to China's top carmaker, BYD is now expanding globally. With technological leadership, tight cost control and a founder-led vision, the company looks set to reshape the elect...

Baillie Gifford 14th Nov 2025

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