Adviser-Hub articles

Partner Zone

Strat snippets: The recession procession

While market sentiment has recently been boosted by expectations of a soft landing, history suggests this may be unlikely given the prolonged monetary tightening. Given the uncertainty, Fidelity St...

Fidelity International 22nd Aug 2023

Analysis & Opinion

Four lessons from 50 years of bond investing

Four of Capital Group’s most tenured fixed income portfolio managers — two retired and two current —provide insights and lessons learned over their long careers.

Capital Group 18th Aug 2023

Market Updates

Global updates: ECB raise rates again

The annualised rate of US consumer price inflation subsided from 4% in May to 3% in June, fuelling hopes that the Fed might be approaching the end of its tightening cycle.

Adviser-Hub 18th Aug 2023

Market Updates

UK market review: UK profit warnings on the rise

In his annual Mansion House speech, Bank of England (BoE) Governor Andrew Bailey reiterated the importance of reducing inflation, saying: “It is crucial that we see the job through”.

Adviser-Hub 18th Aug 2023

Market Updates

Market briefings looking back at July

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

Adviser-Hub 18th Aug 2023

Partner Zone

Exploring sustainable investments in Turkey’s turbulent market

Turkey offers great sustainable investing potential. In this article, Baillie Gifford’s John Berry discusses the opportunities in competitive businesses here.

Baillie Gifford 17th Aug 2023

Partner Zone

Hot property? The real deal in the property sector

Can bond investors make themselves at home in the property sector? Baillie Gifford’s Rob Baltzer explores this question and uncovers a hidden gem in the industrial and logistics real estate p...

Baillie Gifford 17th Aug 2023

Analysis & Opinion

The Week: What’s going on in China?

After another dismal set of economic data, there are increasingly pressing concerns about the Chinese economy. Is sentiment now too pessimistic? 

Adviser-Hub 17th Aug 2023

Partner Zone

US economy hit by rolling recession

What happened to the widely predicted recession that was supposed to wreak havoc on the US economy this year? It happened, says Capital Group – just not all at once. 

Capital Group 17th Aug 2023

Analysis & Opinion

AI and the new tech megacycle

Many technology stocks have soared since ChatGPT captured the public's imagination earlier this year. Capital Group believes this is the start of the next...

Capital Group 17th Aug 2023

Partner Zone

Kirstie Spence: three exciting things about EMD

Capital Group’s Kirstie Spence, fixed income portfolio manager, shares her outlook for emerging market debt and outlines the three things currently exciting her about the asset class.

Capital Group 17th Aug 2023

Analysis & Opinion

Turning one: celebrating the Inflation Reducation Act's first birthday

The IRA turns one in August 2023 and has already shown potential to spur massive investment in decarbonisation.

Ninety One 16th Aug 2023

bg_clime16823a Analysis & Opinion

Stock stories: Climeworks

What if it were possible to capture CO2 directly from the air and lock it away permanently?

Baillie Gifford 16th Aug 2023

abrdn_transit16823a Analysis & Opinion

Transition alchemy: turning brown into green

abrdn explores whether investing in “brown” sectors and companies can help to accelerate energy transition in the real economy.

Aberdeen Investments 16th Aug 2023

Analysis & Opinion

Baillie Gifford: The science and art of picking growth stocks

How do you spot a company with enduring growth potential? Partner Mark Urquhart shares lessons from a 27-year career that’s involved investing in Microsoft, Hermès and Netflix. Capital...

Baillie Gifford 15th Aug 2023

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