Adviser-Hub articles

fil_mmcautiously260126 VIDEO

Fidelity International | Market Minutes: The four key themes we're closely monitoring

Discover the key themes shaping markets as we head into 2026, from AI-driven growth to shifting global monetary policy. In this Market Minutes update, portfolio manager Chris Forgan breaks down the...

Fidelity International 26th Jan 2026

ninone_hidden230126 Partner Zone

Hidden GEMs: an EM debt investor’s navigation guide to 2026

After a year that pushed EM debt further into the mainstream, Ninety One believes opportunities to capture alpha persist across regions and instruments.

Ninety One 23rd Jan 2026

nione_navigating230126 Partner Zone

Navigating the Year of the Horse

Ninety One sees abundant opportunities in the Chinese equity market, which still trades at a notable discount to developed markets.

Ninety One 23rd Jan 2026

nione_near230126 Partner Zone

Nearer the start of a multi-year cycle

Emerging markets outperformance tends to happen in multi-year cycles. The question for 2026, says Ninety One, is whether we are closer to the end or the beginning of this EM cycle.

Ninety One 23rd Jan 2026

nione_laser230126 Partner Zone

Maintain a laser focus on stock selection in a broadening market

2025 was marked by substantial volatility on an ultimately upward trend. Ninety One expects the sharp divergence across winners and losers to continue, and this lends itself to a disciplined approa...

Ninety One 23rd Jan 2026

nione_goldilocks230126 Partner Zone

Goldilocks prevails: investing in 2026

After a disorienting 12 months, investors need to recalibrate their perceptions of risk – but while conditions appear ‘just right’, Ninety One believes thoughtful positioning is r...

Ninety One 23rd Jan 2026

nione_defence230126 Partner Zone

Defence remains key

2026 opens with uneven growth, elevated debt and valuations that leave little margin for error. Resilience and precision in positioning will matter more than ever.

Ninety One 23rd Jan 2026

fil_etf230126 Partner Zone

ETFs at Fidelity: under the hood

The ETF market is diverse, and not all funds are created equal. Fidelity outlines some of the key factors that differentiate their ETFs.

Fidelity International 23rd Jan 2026

fil_india230126 Partner Zone

The Investor’s Guide to Asia: will 2026 be the year for India?

External shocks and domestic challenges made 2025 a tough year for Indian equities. Fidelity’s Nitin Mathur discusses a possible turnaround in 2026 and why we should focus more on India&rsquo...

Fidelity International 23rd Jan 2026

fil_diverse230126 Partner Zone

Diversification is an edge, not a compromise

Fidelity reveals how diversification across geographies, styles and time horizons can enhance portfolio resilience while supporting long-term value creation for investors in its Fidelity Global Spe...

Fidelity International 23rd Jan 2026

fil_venezuela230126 Partner Zone

Events in Venezuela: market implications

The market impact of the US military strike on Venezuela is likely to be concentrated around the country’s debt. Any escalation could entail wider repercussions but, says Fidelity, that seems...

Fidelity International 23rd Jan 2026

BaillieGifford_Podcast_Kyle McEnery-video VIDEO

Baillie Gifford | Smarter models, sharper founders: growth investing in the AI era

Baillie Gifford’s Kyle McEnery shares his approach to meeting the entrepreneurs building the future – including encounters with AppLovin, Anthropic, NVIDIA, Roblox and Reddit. Capital a...

Baillie Gifford 22nd Jan 2026

BaillieGifford_Podcast_KyleMcEnery-smllimg Podcast

Baillie Gifford | Smarter models, sharper founders: growth investing in the AI era

Baillie Gifford’s Kyle McEnery shares his approach to meeting the entrepreneurs building the future – including encounters with AppLovin, Anthropic, NVIDIA, Roblox and Reddit. Capital a...

Baillie Gifford 22nd Jan 2026

BaillieGifford_Podcast_KyleMcEnery-smllimg Partner Zone

Smarter models, sharper founders: growth investing in the AI era

Baillie Gifford’s Kyle McEnery shares his approach to meeting the entrepreneurs building the future – including encounters with AppLovin, Anthropic, NVIDIA, Roblox and Reddit. Capital a...

Baillie Gifford 22nd Jan 2026

bg_monthlyinc220126smll VIDEO

Baillie Gifford | Monthly Income Fund Q4 – Investment Update

Head of Credit Lesley Dunn gives an update on the Monthly Income Fund covering Q4 2025. 

Baillie Gifford 22nd Jan 2026

© 2026, Copyrights Adviser-Hub. All Rights Reserved
Terms & Conditions | Privacy Policy | Modern Slavery statement | Cookie Policy