Adviser-Hub articles

nione_equity160726ao Partner Zone

US-Iran conflict update: the “messy” part of the “resolution”

Recent days’ escalation over the Strait of Hormuz reinforces Fidelity’s view that a messy resolution is the most likely outcome to the conflict.

Fidelity International 17th Jul 2026

fil_mega170726 Partner Zone

Beyond the mega caps: broadening the EM investment lens

Emerging market equities are back in the spotlight and, while many of the largest constituents remain attractive, Fidelity believes compelling opportunities can also be found across sectors, market...

Fidelity International 17th Jul 2026

fil_inflation170726 Partner Zone

Inflation from the Gulf conflict is on its way – Analyst Survey

Fidelity International’s analysts reveal which sectors are most exposed to rising costs caused by the ongoing Middle East conflict.

Fidelity International 17th Jul 2026

fil_shift170726 Partner Zone

A shifting landscape demands a fresh approach to model portfolio management

With higher-for-longer interest rates, geopolitical uncertainty and shifting investor expectations, Fidelity’s Graham Folley examines how model portfoli...

Fidelity International 17th Jul 2026

fil_positioning170726 Partner Zone

Positioning for the next phase of the market

As markets refocus on growth, earnings and AI, Fidelity’s Chris Forgan and Caroline Shaw discuss where they see opportunities and how they are positioning portfolios for the second half of th...

Fidelity International 17th Jul 2026

fil_benefits170726 Partner Zone

Benefits of active gilt investing: alpha to be made

While passive strategies dominate the UK gilt fund sector, Fidelity’s Mike Riddell, Tim Foster and Ravin Seeneevassen explore the headwinds facing passive investors and the range of levers av...

Fidelity International 17th Jul 2026

fil_mmweigh150726vid Partner Zone

Market minutes - Positioning beyond the AI rally

Technology and AI continue to drive markets, but concentration risks are growing. Chris Forgan explains how we're positioning portfolios for a broader market rally.

Fidelity International 16th Jul 2026

Article-Time-01-smll20244 Analysis & Opinion

The Week: Hormuz Strait: déjà vu all over again

Tensions in the Middle East have resumed, kicking off a long summer of financial market uncertainty.

Adviser-Hub 16th Jul 2026

nione_equity160726ao Analysis & Opinion

Market view: The UK equity opportunity: it pays to be selective

The recent surge in M&A activity confirms that the UK market remains attractive, but after a strong run over the past 18 months, Ninety One believes that stock selection has become increasingly...

Ninety One 16th Jul 2026

fil_conflict160726ao Analysis & Opinion

US-Iran conflict update: the “messy” part of the “resolution”

Recent days’ escalation over the Strait of Hormuz reinforces Fidelity’s view that a messy resolution is the most likely outcome to the conflict.

Fidelity International 16th Jul 2026

fil_mmweigh150726vid VIDEO

Fidelity International | Market minutes - Positioning beyond the AI rally

Technology and AI continue to drive markets, but concentration risks are growing. Chris Forgan explains how we're positioning portfolios for a broader market rally.

Fidelity International 15th Jul 2026

nione_music150726pod-1 Podcast

Ninety One | The music is still playing. But for how long?

As AI euphoria drives markets to historic concentration levels, Ninety One addresses the question every investor should be considering: how much longer can the music play?

Ninety One 15th Jul 2026

fil_music150726pod-1 Podcast

Fidelity International | Fidelity Answers: where should I look if I need to play defence?

There is a rotation happening here, but it may not be the one you think.

Fidelity International 15th Jul 2026

cpg_podcastimga Podcast

Capital Group | Balancing act: investing amid the AI boom and the Iran war

Capital Group portfolio manager Paul Benjamin shares his thoughts on maintaining a balanced portfolio at a time when the world seems so unbalanced.

Capital Group 15th Jul 2026

cpgp_market150726 Partner Zone

A unique market moment and the case for active judgement

As this concentration grows amid investor euphoria, Capital Group’s Martin Romo believes the winners of this current period will need to be both bold and humble.

Capital Group 15th Jul 2026

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