A new regime begins at the Fed
As Kevin Warsh joins the Fed, advocating a dovish inflation stance, Fidelity asks: will the committee adopt his approach?
Fidelity International 1st Jun 2026
The Week: Gilts return to normal, but for how long?
Some normality has returned to UK gilt yields after inflationary pressures dipped and political fears eased.
Adviser-Hub 28th May 2026
Bonds remain a beacon in volatile markets
Aberdeen Investments highlights the key signals fixed income investors should watch as bonds continue to offer stability in uncertain markets.
Aberdeen Investments 28th May 2026
Market view: Diversification is an edge, not a compromise
Rebecca McVittie, Investment Director, Fidelity Global Special Situations strategy, explains how diversification can enhance portfolio resilience while supporting long-term value creation for inves...
Fidelity International 27th May 2026
AI in financial advice and FCA expectations
Fidelity Adviser Solutions’ David Smith, National Platform Consultant, provides a breakdown of the FCA’s expectations and the key factors firms should consider.
Fidelity Adviser Solutions 27th May 2026
Preparing for regime change: the role of natural resources equities
Natural resources equities can mitigate vulnerability to equity market-regime shifts. Ninety One believes the asset class has distinct performance drivers that may complement existing equity alloca...
Ninety One 27th May 2026
Natural resources: equities vs. commodities
This paper by Ninety One explores why natural resources equities have historically provided a broader and more resilient source of returns compared with commodities.
Rewriting the rules: pensions and inheritance tax
Inheritance tax rule changes for unused pensions mean that advisers may need to review retirement income strategies for their clients. Fidelity Adviser Solutions’ article and guide explore th...
Fidelity Adviser Solutions 26th May 2026
Why there’s a HALO over decarbonisation companies
The decarbonisation investment universe is well-stocked with ‘heavy-asset, low-obsolescence’ companies that are well-placed to benefit from an investment supercycle. Ninety One takes a...
Ninety One 26th May 2026
Financial resilience: investing for positive change
Baillie Gifford explains why more accessible, affordable protection products could become a major growth theme.
Baillie Gifford 26th May 2026
Real estate: how can we reframe social value?
The question is no longer whether social value matters. The real question, says Aberdeen, is can it be delivered in a way that’s both meaningful and investable?
Aberdeen Investments 26th May 2026
Capital Group | Stress testing AI Bulls vs. Bears
Capital Group equity portfolio manager Chris Buchbinder and economist Jared Franz stress test the bull and bear cases for AI.
Capital Group 21st May 2026
The Week: Markets in need of a new acronym as Mag 7 dominance shifts
Nvidia’s results confirm a new generation of technology leaders.
Adviser-Hub 21st May 2026
Frontiers and frontlines: notes from the road
From AI labs to SpaceX, Baillie Gifford’s US Growth team looks for signals beyond desk research alone.
Baillie Gifford 21st May 2026
Visible champions and invisible leaders
Ninety One’s research trip to China has reinforced that the energy transition and intelligent economy are accelerating – and investable.
Ninety One 21st May 2026
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