Adviser-Hub articles

Partner Zone

Q3 roundup

Stocks and bonds stumble on rising rates.

Capital Group 20th Oct 2023

Partner Zone

Three themes for Q4

Have central banks pulled it off? Tightening monetary policy appears to have brought inflation down from its peak without causing serious damage to the economy. But it’s not yet ‘job do...

Fidelity International 20th Oct 2023

Partner Zone

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 20th Oct 2023

Partner Zone

Far from last orders

One in five pubs in Britain has closed, prompting a national outcry at the loss of these national institutions. But rising retail prices and falling energy costs may be putting the industry on a be...

Fidelity International 20th Oct 2023

Partner Zone

A free lunch for fixed income investors?

Bond markets are currently experiencing a rare irregularity with the inversion of the yield curve. Fixed income portfolio managers Kris Atkinson and Shamil Pankhania outline why this offers a uniqu...

Fidelity International 20th Oct 2023

Partner Zone

US government debt

We need to talk. 

Capital Group 20th Oct 2023

Partner Zone

Where next for equity valuations? The AI effect

Distinct valuation ‘eras’ can be seen in stock markets across the decades, typically driven by broader macro trends. 

Capital Group 20th Oct 2023

he_paneld123023a VIDEO

China: is the recovery cancelled or postponed? – panel discussion video #1

China has been the engine of Asian growth, but now appears to be struggling: the reopening has been disappointing and there is now the real spectre of deflation. Can the Asian giant revive? Jupiter...

Adviser-Hub 20th Oct 2023

Partner Zone

What is private company investing? And why do we do it?

We call it private companies, not private equity, for a reason. Discover what private company investing is, and why we believe there isn’t a need to draw a hard line between privately-owned a...

Baillie Gifford 18th Oct 2023

Partner Zone

What are the myths of private company investing?

Ben James, James Yuill and Rachael Callaghan pull apart three myths of private company investing that could be skewing your view.

Baillie Gifford 18th Oct 2023

Partner Zone

What’s the valuation process for private companies?

When valuing private companies, we don’t let investment managers mark their own homework. From a separate valuation team to independent auditors, multiple layers of independent review form a...

Baillie Gifford 18th Oct 2023

Analysis & Opinion

The Week: Stubborn inflation a headache for the Bank of England

UK inflation was unchanged for this month. It may be persistently high, but the Bank of England is unlikely to move on interest rates. 

Adviser-Hub 18th Oct 2023

Analysis & Opinion

The Asian economic landscape

There are mixed reports on Asia’s economy today. On the one hand, there are fears that China’s weakness will depress the whole region. On the other, Asia’s economies appear to hav...

Adviser-Hub 17th Oct 2023

Analysis & Opinion

The Asian corporate sector

Asian stock market returns have been unexciting in recent years, held back by the region’s slow recovery from Covid, the relative weakness of China and also, the tough comparison set by the U...

Adviser-Hub 17th Oct 2023

Partner Zone

Investing in climate solutions

Small is also beautiful – Novozymes is decarbonising industry and agriculture, one microbe at a time.

Ninety One 16th Oct 2023

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