Adviser-Hub articles

cpg_quick140425 Partner Zone

Quick take on Trump’s tariff pause

Even if Trump negotiates deals to mitigate the effects of tariffs relatively soon, Capital Group believes we should consider a scenario where he continues to disregard historical norms in policy de...

Capital Group 14th Apr 2025

cpg_tariffs140425 Partner Zone

What do tariffs mean for emerging market debt?

Capital Group’s Kirstie Spence assesses how EMs will be impacted by the tariffs.

Capital Group 14th Apr 2025

cpg_ttariffs140425 Partner Zone

Trump tariffs roil markets. What’s next?

The sharp market selloff serves as an effective reminder that it is always a good idea to maintain a balanced portfolio with an eye toward downside protection, says Capital Group.

Capital Group 14th Apr 2025

cpg_podcastimga Podcast

Capital Group | How the COVID pandemic may continue to shape society and investments

Capital Group Equity portfolio manager Cheryl Frank discusses lessons learned from the pandemic with Mike Gitlin, noting that several industries and themes remain in flux, from commercial real esta...

Capital Group 14th Apr 2025

cpg_podcastimga Podcast

Capital Group | Long-term investing: the value of thinking differently

Capital Group portfolio manager Matt Hochstetler explains his contrarian approach to investing and why he prefers to swim against the tide.

Capital Group 14th Apr 2025

cpg_podcastimga Podcast

Capital Group | Emerging markets investing: four decades of wisdom

Capital Group’s Mike Gitlin interviews pioneering emerging markets investor Victor Kohn – who helped manage the world's first emerging markets equity fund launched in 1986 – a...

Capital Group 14th Apr 2025

abrdn_mumbai140425 Podcast

Aberdeen Investments | Mission to Mumbai: on-the-ground investment insights

In the latest episode of Aberdeen’s Emerging Market Equities podcast, Nick Robinson talks with Investment Director Catriona Macnair about her recent trip to India.

Aberdeen Investments 14th Apr 2025

nione_em110424 Partner Zone

Emerging markets today: from macro beta to micro alpha

Emerging markets are gaining investor confidence, driven by tech innovation, India’s rise, and China’s evolving private sector. With US growth uncertainty and attractive valuations, EM...

Ninety One 11th Apr 2025

nione_hiddeng110425 Partner Zone

Hidden GEMS: blurred lines – the EM’ification of DM

Ninety One’s Peter Kent, Co-Head of Fixed Income, argues that a shift in volatility in developed markets means asset allocators face a new reality.

Ninety One 11th Apr 2025

nione_emc110425 Partner Zone

EM corporate debt: a compelling and complementary asset class

EM corporate debt can bring distinct benefits to portfolios, making it a valuable addition to US high-yield credit allocations. Ninety One explains.

Ninety One 11th Apr 2025

nione_allocate110425 Partner Zone

Why allocate to natural resources equities from a US equity allocation

With inflation proving sticky, and the long-term outlook for commodities supported by resource underinvestment and electrification, Ninety One believes the case for natural resources equities is st...

Ninety One 11th Apr 2025

Partner Zone

Quality Income for volatile times

Against a backdrop of increased uncertainty and volatility, investors may benefit from strategies that focus on quality and income factors that have the ability to produce steady and robust returns...

Fidelity International 11th Apr 2025

Partner Zone

Rise to the challenge: income in 2025

Do you want income from your capital? How much do you want and what are you prepared to sacrifice for it?

Fidelity International 11th Apr 2025

cpgr_trump_ao100425 Analysis & Opinion

Market view: Trump tariffs roil markets. What’s next?

The sharp market selloff serves as an effective reminder that it is always a good idea to maintain a balanced portfolio with an eye toward downside protection, says Capital Group.

Capital Group 10th Apr 2025

fil_three_ao100425 Analysis & Opinion

The three building blocks of total return

Fidelity’s global equity income team outlines the three fundamental building blocks of dividends, earnings resilience and valuation discipline which form the cornerstone of their equity incom...

Fidelity International 10th Apr 2025

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