Adviser-Hub articles

bg_toms141125 Partner Zone

Tom Slater: Manager Review

Scottish Mortgage manager Tom Slater reflects on a year of operational progress amid market volatility, explaining why the trust reduced its NVIDIA stake, how resilience has become central to portf...

Baillie Gifford 14th Nov 2025

Article-Chart-01-smll2024 Analysis & Opinion

The Week: Global dividends power ahead

Investors can take reassurance from the strength of global dividends, with the UK a notable outlier.

Adviser-Hub 13th Nov 2025

ao_japan131125 Analysis & Opinion

Japan’s capital revolution: a new era for active investors

Japan’s economic reset is unlocking long-term equity value. Aberdeen asks: how will you position your portfolio?

Aberdeen Investments 13th Nov 2025

nineo_rebalancing131125 Analysis & Opinion

The great rebalancing

Ninety One explores a new cycle reshaping global equity leadership. 

Ninety One 13th Nov 2025

bg_positivesp_111125 Partner Zone

Investing for positive change

Baillie Gifford’s Nduka Amadi explores how rare disease innovations are reshaping global health, offering new treatments and long-term value creation. Capital at risk.

Baillie Gifford 13th Nov 2025

SM - Quarterly Update Q3 2025-1 Partner Zone

Scottish Mortgage Portfolio Update Q3 2025

Investment Specialist Hamish Maxwell reflects on how artificial intelligence and other structural shifts are redefining industries, highlights portfolio exposure across transformational growth area...

Baillie Gifford 12th Nov 2025

bg_positivesp_111125 Analysis & Opinion

Rare diseases: investing for positive change

Baillie Gifford explores the companies transforming global health with rare disease innovations.

Baillie Gifford 11th Nov 2025

fil_cop30111125 Analysis & Opinion

What to expect from the COP30 climate conference

Ahead of November’s COP30 climate conference in Brazil, Fidelity’s experts provide an overview of what investors can expect.

Fidelity International 11th Nov 2025

abrdn_active111125 Analysis & Opinion

Active ownership: the investor's best tool for real climate accountability

As climate headlines grow louder and more divisive, Aberdeen Investments believes investors face a simple choice: engage or risk being left behind.

Aberdeen Investments 11th Nov 2025

abrdn_thirsty111125 Analysis & Opinion

Thirsty servers, hungry investors: how sustainable is AI?

As AI reshapes the world, its hidden thirst for water and soaring infrastructure costs raises urgent questions about the sustainability of the digital revolution. Aberdeen Investments explains.

Aberdeen Investments 11th Nov 2025

nione_china111125 Partner Zone

EM ex-China: opening doors to different opportunities

For those seeking flexibility around China exposure, Ninety One explains how EM ex-China provides an alternative way to capture growth, resilience, and diversification.

Ninety One 11th Nov 2025

nione_balance111125 Partner Zone

The great rebalancing

Ninety One explores a new cycle reshaping global equity leadership.

Ninety One 11th Nov 2025

Article-Chart-01-smll2024 Market Updates

UK market review: Stretched valuations

Despite continuing concerns over the possibility of an AI-fuelled stock market bubble, ongoing global trade tensions, and – closer to home – mounting speculation about possible measures...

Adviser-Hub 10th Nov 2025

Article-Global-04-smll2024 Market Updates

Market briefings looking back at October

A selection of articles, written by our expert investment writers that cover the markets looking back through October.

Adviser-Hub 10th Nov 2025

abrdn_systematic071125 Partner Zone

Systematic investing: demystifying the science behind smarter portfolios

Quant investing harnesses data, technology and disciplined processes to deliver consistent, transparent and adaptable outcomes. Here’s how we approach the science behind smarter portfolios.

Aberdeen Investments 7th Nov 2025

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