Adviser-Hub articles

Analysis & Opinion

Multi-asset investing: the world today

2023 brought a new environment. Arguably, it is a more normal environment, with interest rates closer to historic averages. But it has brought a fresh set of challenges, most notably on inflation....

Adviser-Hub 6th Jul 2023

Analysis & Opinion

The toolkit needed for the new market environment

2022 brutally exposed the limitations of a traditional diversification approach, as both bond and equity markets dropped simultaneously. But with bond yields higher and equity markets showing great...

Adviser-Hub 5th Jul 2023

none_phil050723 Podcast

Ninety One | Adapting to a new reality

Adapting to a new reality: Ninety One’s Philip Saunders discusses the end of the current cycle and a new market regime that is reshaping the world as we know it, and unpacks the implications...

Ninety One 5th Jul 2023

bg_050723 Podcast

Baillie Gifford | Actual investing: why thinking differently matters

The Actual investing message remains sound despite recent market upheaval, according to Baillie Gifford partner Stuart Dunbar.

Baillie Gifford 5th Jul 2023

fil_china050723 Podcast

Fidelity International | The Investor's Guide to China: anatomy of a recovery

Fidelity portfolio managers Dale Nicholls and Hyomi Jie share on-the-ground insights into China's reopening following a recent research trip, which reveal a multi-faceted economic picture. ...

Fidelity International 5th Jul 2023

Analysis & Opinion

The changing environment for multi-asset funds

In the post financial crisis period, low interest rates and quantitative easing lifted all boats. It was both an easy time for multi-asset managers – because returns from financial assets wen...

Adviser-Hub 4th Jul 2023

hubthemes_japana VIDEO

Hub Themes | Japan

Japan’s equity market is drawing fresh interest from investors, underpinned by still-attractive valuations and an intensifying focus on shareholder value. Hub Themes, a cur...

Adviser-Hub 3rd Jul 2023

Partner Zone

Navigating Uncertainty 2.0 – are bonds in the sweet spot?

Since the start of the year, the potential long term investment opportunity for fixed income has increased. Capital Group’s Peter Becker and Flavio Carpenzano tell us more.

Capital Group 30th Jun 2023

Partner Zone

Why R-star may rise, and its implications for rates and policy

R-star is the real interest rate that is neither expansionary nor contractionary when the economy is at full employment, says Capital Group’s Jared Franz.

Capital Group 30th Jun 2023

Partner Zone

2023 Midyear Outlook report

Capital Group’s portfolio managers and economists discuss the prospects for equities, bonds and economies in this new reality.

Capital Group 30th Jun 2023

Partner Zone

Bond outlook: Fed pause leaves many paths to income potential

After a rough 2022, fixed income is back to fulfilling its role as a source of stability and diversification.

Capital Group 30th Jun 2023

Partner Zone

Retirement income drawdown: building a framework for success

Drawdown is becoming a more important part of the retirement investment journey, says Capital Group’s Philip May, Director of Retirement Income Solutions.

Capital Group 30th Jun 2023

Analysis & Opinion

Opportunities in US high-yield credit

Capital Group’s Shannon Ward, fixed income portfolio manager, discusses numerous factors she believes are creating a compelling opportunity in US high-yield bonds.

Capital Group 30th Jun 2023

Partner Zone

Seeking enduring growth companies

“The philosophy stays the same, but the process should evolve,” says Alasdair McHugh, client services director on the Baillie Gifford Sustainable Growth Fund.

Baillie Gifford 30th Jun 2023

fil_bioaccoustics29623 VIDEO

Fidelity International | Wild for sound: how new research is plugging biodiversity’s data deficit

How do you measure something as complicated as biodiversity? Fidelity is...

Fidelity International 29th Jun 2023

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