Adviser-Hub articles

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Multi-Asset Strategy Quarterly – September 2025

Ninety One's multi-asset growth team provides insights into the macroeconomic environment that informs their investment outlook for the coming quarter. This includes concise summaries of their...

Ninety One 28th Oct 2025

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World Equity Enhanced Index wins RSMR 'Best New Rating' award

Why did this independent research company honour the fund with an award? Find out here.

Aberdeen Investments 28th Oct 2025

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Baillie Gifford | Scottish Mortgage Portfolio Update Q3 2025

Investment Specialist Hamish Maxwell reflects on how artificial intelligence and other structural shifts are redefining industries, highlights portfolio exposure across transformational growth area...

Baillie Gifford 27th Oct 2025

Partner Zone

Why now for emerging markets?

A weaker US dollar and signs of a potential recovery for China are making emerging market equities a more attractive proposition for investors. Fidelity Emerging Markets portfolio managers Nick Pri...

Fidelity International 23rd Oct 2025

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The Week: What explains the UK’s falling bond yields?

UK gilt yields have been falling, giving the Chancellor some much-needed headroom

Adviser-Hub 23rd Oct 2025

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30 years of Fidelity MoneyBuilder Corporate Bond

30 years since launch, Fidelity MoneyBuilder Corporate Bond has reached a major milestone. To mark the occasion, we brought together the portfolio managers that shaped its journey. They reflect on...

Fidelity International 23rd Oct 2025

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Strat chat: A new era of global savings scarcity?

As global finance ministers and central bankers convene at the IMF and World Bank meetings this week amid mounting fiscal strains and renewed trade tensions, Mike Riddell, portfolio manager of the...

Fidelity International 23rd Oct 2025

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Field Notes: How a fund manager judges consumer brand health

Consumer-facing companies live or die by the strength of their brand. But monitoring the health of a brand means looking well beyond the company’s financial reports.

Fidelity International 23rd Oct 2025

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Aberdeen Investments | Turning tides: a new dawn for capital flows

Nick Robinson sits down with Peter Dunbar and Alex Smith to explore how capital flows are shifting across Asia and the Middle East.

Aberdeen Investments 21st Oct 2025

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Capital Group | From summer associate to CIO: Martin Romo on Capital Group’s signature investment approach

Martin Romo has spent more than 30 years at Capital Group. In this conversation with Mike Gitlin, he shares lessons from his journey and explains the three pillars of The Capital System™.

Capital Group 21st Oct 2025

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Capital Group | Indian Insights: the domestic story – part one

Capital Group macro analyst Anirudha Dutta looks at the current domestic opportunity in India, focusing on demographics, digitisation and consumption.

Capital Group 21st Oct 2025

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Capital Group | Investing through shifting global trade winds

Capital Group portfolio manager Kohei Higashi shares his outlook on the global equity markets amid a rapidly changing environment for world trade.

Capital Group 21st Oct 2025

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Ninety One | The Fed’s risk-management pivot: A green light for equities

A more accommodative Fed stance is turning restrictive policy into a tailwind for equities, note Ninety One Portfolio Manager Alex Holroyd-Jones and Analyst Rebecca Phillips.

Ninety One 21st Oct 2025

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Fresh breadth? Market concentration in three charts

With the S&P 500 Index near record highs, have we moved past peak dominance for the Magnificent Seven group of stocks? It appears so, says Capital Group.

Capital Group 21st Oct 2025

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Five forces that could stimulate the US economy

Slowing job growth and consumer spending patterns suggest the US economy is weakening. Nevertheless, Capital Group sees reasons for optimism, from the passage of the tax bill to declining interest...

Capital Group 21st Oct 2025

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