Adviser-Hub articles

Partner Zone

The acceleration towards a multipolar world

Philip Saunders argues that much of the current geopolitical malaise is the result of the rise of China. 

Ninety One 8th Nov 2023

Partner Zone

Global Insights 2023

2023 has been a year of defining change, with much of the world adapting to higher interest rates – Ninety One’s portfolio managers share their key takeaways. 

Ninety One 8th Nov 2023

Partner Zone

Agriculture is vast, varied and vital

David Heyl explains how things are changing in the strategically vital agri economy and details the resultant opportunities. 

Ninety One 8th Nov 2023

fil_antieco_a Analysis & Opinion

Navigating ‘anti-economics’

Fidelity’s team analyses how the macro environment is likely to evolve and why gravity will finally win out in the form of a US recession in 2024.

Fidelity International 6th Nov 2023

hubthm_bondvida VIDEO

Hub Themes | Bonds

Against a backdrop of ongoing volatility in bond markets, Hub Themes – a curated selection of articles from our sponsors – explores prospects for bonds and assesses t...

Adviser-Hub 3rd Nov 2023

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Baillie Gifford | Multi Asset Investment Update

Even as inflation slows, central banks are maintaining high interest rates, leaving the global economy teetering between recession and a soft landing. Baillie Gifford investment manager Scott Lothi...

Baillie Gifford 3rd Nov 2023

Partner Zone

Multi Asset Investment Update

Even as inflation slows, central banks are maintaining high interest rates, leaving the global economy teetering between recession and a soft landing. Baillie Gifford investment manager Scott Lothi...

Baillie Gifford 3rd Nov 2023

fil_fd5_31123 VIDEO

Fidelity International | Fund in 5: Fidelity Short Dated Corporate Bond Fund

Delve into the Fidelity Short Dated Corporate Bond Fund from five distinct perspectives: asset class, process, differentiator, team, and track record. Fund manager Kris Atkinson guides us through t...

Fidelity International 3rd Nov 2023

Analysis & Opinion

The Week: Are investors tiring of big tech?

The recent round of earnings for the ‘magnificent seven’ has been greeted with indifference by stock markets. Could investors finally start to look beyond these tech giants for growth?<...

Adviser-Hub 2nd Nov 2023

Market Updates

Interest rate update: Central banks on hold

As expected, central banks in the UK, US and Europe opted to leave interest rates unchanged in late October and early November. Policymakers adopted a “wait-and-see” approach to allow t...

Adviser-Hub 2nd Nov 2023

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Baillie Gifford | Upfront: Episode Four

Catch up on the latest episode featuring a discussion on private companies, a Q&A with Baillie Gifford partner James Dow, and a deep dive into why Softbank is a top pick for the Japanese team.<...

Baillie Gifford 30th Oct 2023

Partner Zone

Upfront: Episode Four

Catch up on the latest episode featuring a discussion on private companies, a Q&A with Baillie Gifford partner James Dow, and a deep dive into why Softbank is a top pick for the Japanese team.<...

Baillie Gifford 30th Oct 2023

Partner Zone

Get structural re-examining decarbonisation growth trends

Ninety One’s Deirdre Cooper and Graeme Baker argue that decarbonisation remains the biggest structural growth opportunity of their generation. 

Ninety One 27th Oct 2023

fil_marketupdate VIDEO

Fidelity International | Why make the move into Money Market Funds now?

Today’s investors face a challenging prospect of an oncoming recession and elevated market volatility, which may lead them to question their risk appetite and asset allocation. Against this b...

Fidelity International 27th Oct 2023

fil_shortdated VIDEO

Fidelity International | Short but sweet: The case for short dated credit

Our investment team highlight the case of short dated credit in today’s environment of rising rates, high inflation and weak growth. Within this, we outline why an active approach, focused on...

Fidelity International 27th Oct 2023

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