Adviser-Hub articles

cgp_globeqa Analysis & Opinion

Market view: The future of global equities

Portfolio managers Rob Lovelace and Noriko Chen discuss the dynamics shaping world markets and where they see the greatest opportunities.

Capital Group 1st Aug 2024

Analysis & Opinion

Interest rate update: “Finely balanced”

The Bank of England cut its key interest rate by 25 basis points to 5% at its August rate-setting meeting.

Adviser-Hub 1st Aug 2024

Partner Zone

Baillie Gifford Positive Change Fund: Impact Report

In this seventh annual impact report, we show how the companies we invest in are addressing some of the world’s biggest challenges across our four impact themes.

Baillie Gifford 31st Jul 2024

bg_impactrpa Partner Zone

Baillie Gifford Positive Change Fund: Impact Report

In this seventh annual impact report, we show how the companies we invest in are addressing some of the world’s biggest challenges across our four impact themes.

Baillie Gifford 31st Jul 2024

bg_positive30724a Analysis & Opinion

Positive Change: investor letter Q2 2024

Baillie Gifford’s investment specialist Rosie Rankin gives an update on the Positive Change Strategy covering Q2 2024.

Baillie Gifford 30th Jul 2024

fil_deforest30724a Analysis & Opinion

Using satellite technology to tackle deforestation

In 2023, to complement its thematic engagement on deforestation, Fidelity continued its participation in the satellite-based deforestation engagement programme led by Cardano (formerly ACTIAM) and...

Fidelity International 30th Jul 2024

abrdn_minea Analysis & Opinion

Future Minerals: why utility and scarcity make a winning union

Demand for ‘future minerals’ vital to the green transition is set to take off. Here’s the why, and how, you should consider playing the start of this new ‘super cycle’...

Aberdeen Investments 30th Jul 2024

abrdn_decarba Analysis & Opinion

Navigating the path to decarbonisation: the role of investors in sustainable growth

How can shareholders help companies on their net-zero journey? abrdn discusses its views.

Aberdeen Investments 30th Jul 2024

ninetyo_marketa Partner Zone

Understanding an increasingly concentrated market

The narrow leadership in global equities is unprecedented. It is also dangerous. Ninety One’s Clyde Rossouw explains why markets do not appear as healthy as the headlines suggest.

Ninety One 30th Jul 2024

ninetyo_ballota Partner Zone

The year of the ballot

More than 50 countries go to the polls in 2024 – with FX volatility likely, Ninety One has produced this piece to help investors navigate this year.

Ninety One 30th Jul 2024

ninetyo_quartreviewa Partner Zone

Quarter two in review

It was a mixed second quarter for capital markets, with various election results driving up volatility.

Ninety One 30th Jul 2024

Partner Zone

Whatever happened to the US recession?

In the not-too-distant past, the US was widely predicted to be heading for recession, but both its economic prospects and stock market have since surged ahead and confounded expectations. Maroun Yo...

Fidelity International 26th Jul 2024

Partner Zone

Will political change spark a resurgence in UK equities?

After years of underperformance, UK equities could be on the cusp of a much-needed revival in fortunes as the fundamental environment becomes more stable. Alex Wright, portfolio manager of Fidelity...

Fidelity International 26th Jul 2024

Partner Zone

Will French luxury win gold at the Olympics?

With visitors heading to Paris for this summer’s Olympics, which French companies stand to benefit? Marcel Stötzel, portfolio manager of the Fidelity European Fund and Fidelity European...

Fidelity International 26th Jul 2024

Partner Zone

Political stability will help reduce UK macro underperformance

Global Head of Macro & Strategic Asset Allocation Salman Ahmed outlines how Labour’s landslide general election victory has the potential to drive a notable shift in the UK macro landscap...

Fidelity International 26th Jul 2024

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