Adviser-Hub articles

Analysis & Opinion

The Week: The investment strategies of the decade

The past decade may have been all about Bitcoin and technology, but their strength has relied on abundant liquidity. Can the successful strategies of the past decade tell investors anything about t...

Adviser-Hub 19th Jan 2023

Analysis & Opinion

Market view: Will Chinese equities hop ahead in the Year of the Rabbit?

As China prepares to welcome the Year of the Rabbit, Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, shares his latest views after a very tumultuous period for China'...

Fidelity International 19th Jan 2023

Analysis & Opinion

Value insights: ‘Brilliant leader’ stories can lead investors down the garden path

Be wary of ‘management stories’: investment cases predicated on a brilliant leader making a transformational difference. Exceptional leaders exist, but they are rare beasts, say Ninety...

Ninety One 19th Jan 2023

Analysis & Opinion

Small but powerful

Ninety One Portfolio Manager Nicolas Jaquier explains how green, social, sustainable and sustainability-linked bonds could spur financing in emerging markets’ sustainable growth and developme...

Ninety One 19th Jan 2023

Analysis & Opinion

Asia and energy transition

Capital allocators can’t ignore Asia’s role in new energy solutions. Andrew Keiller, Client Service Director, Baillie Gifford, explores the emerging energy opportunities in Asia.

Baillie Gifford 19th Jan 2023

Analysis & Opinion

Why ‘nature positive’ will be as big as net zero

Jenn-Hui Tan, Fidelity’s Global Head of Stewardship & Sustainable Investing, discusses the risk that biodiversity loss poses to investors.

Fidelity International 19th Jan 2023

Business Toolkit

Tax year end planning tools and resources

With changes to UK taxation, many allowances and thresholds will be cut or frozen in 2023/24 and so it is more important than ever that clients maximise their allowances before the end of the tax y...

Fidelity Adviser Solutions 16th Jan 2023

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Baillie Gifford | Sustainable Corporate Bond Investing

Investment managers Torcail Stewart and Lucy Isles discuss the rel...

Baillie Gifford 16th Jan 2023

Partner Zone

Why UK equities still offer attractive buying opportunities

Alex Wright, portfolio manager of Fidelity Special Situations & Special Values PLC, examines the out...

Fidelity International 13th Jan 2023

Partner Zone

Getting real on sustainability

Sustainable investing has been challenged on many fronts of late, with uncertainty likely to persist. Global Head of Stewardship and Sustainable Investing, Jenn-Hui Tan, takes a...

Fidelity International 13th Jan 2023

Partner Zone

Will traditional correlations reassert in 2023?

The poor performance of risk assets in 2022 was highly unusual, with a 60/40 portfolio of US assets endu...

Fidelity International 13th Jan 2023

Analysis & Opinion

Cloudy outlook?

Inflation, what central banks do (or don’t do) and the ongoing war in Ukraine… BNY Mellon Investment Management senior strategist Lale Akoner explores the challenges that markets might...

BNY Mellon Investment Management 13th Jan 2023

Analysis & Opinion

Fundamentals: US oil majors finally get serious about clean energy

Fidelity’s Paul Gooden, analyst and co-portfolio manager, discusses why we are set to see an acceleration in the energy transition as US oil majors finally start to invest more in renewables....

Fidelity International 13th Jan 2023

Analysis & Opinion

The Week: Revisiting unfashionable emerging markets

Emerging markets have been a tough spot over the past 12 months, even by the standards of 2022. However, there are better signs for many emerging markets in the year ahead.

Adviser-Hub 12th Jan 2023

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Corporate bonds: compelling yields versus imminent recession

It’s been a tough year for corporate bonds, but after a widening of spreads, valuations look attractive. However, they will need to navigate recession in 2023. Can they sti...

Adviser-Hub 12th Jan 2023

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