Adviser-Hub articles

Partner Zone

Investing in times of greater uncertainty

Against an increasingly uncertain macroeconomic backdrop, a selection of Fidelity’s multi asset portfolio managers explore how they approach investing in this environment and how they have ta...

Fidelity International 1st Apr 2025

Partner Zone

Asia will fare best: Fidelity International analysts on tariffs and trade tensions

Geography matters when it comes to trade, according to Fidelity International’s analysts. The further east you go, the fewer expect tariffs to have an adverse effect on their companies.

Fidelity International 1st Apr 2025

Partner Zone

The case for Japan

Amid heightened global market volatility triggered by President Trump’s trade policies, Fidelity’s local investment team outline the attractive opportunities in Japan’s stock mark...

Fidelity International 1st Apr 2025

Partner Zone

Waves of change

Baillie Gifford investment manager Dave Bujnowski and investment specialist Phil Rae uncover how US market disruptions are reshaping growth opportunities for patient investors.

Baillie Gifford 1st Apr 2025

Partner Zone

Why ants, scaffolding and long jumps matter to growth investors

Baillie Gifford’s Kirsty Gibson explores the role of culture in successful organisations, and the common characteristics underpinning them.

Baillie Gifford 1st Apr 2025

Article-Communication-10-smll2024 Analysis & Opinion

Emerging markets in a fractured world

This a fragile moment for the global economy. The new administration in the US is sowing uncertainty across the world, upending geopolitical norms and long-established trading patterns.

Adviser-Hub 1st Apr 2025

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Baillie Gifford | Positive Change: rising to the challenge

Lee Qian, manager of the Baillie Gifford Positive Change Fund, explores the progress of portfolio holdings in a changing world from tech giants TSMC and Microsoft to healthcare innovators Dexcom an...

Baillie Gifford 31st Mar 2025

Partner Zone

Positive Change: rising to the challenge

Lee Qian, manager of the Baillie Gifford Positive Change Fund, explores the progress of portfolio holdings in a changing world from tech giants TSMC and Microsoft to healthcare innovators Dexcom an...

Baillie Gifford 31st Mar 2025

Article-Technology-03-smll2024 Analysis & Opinion

Harnessing growth themes in emerging markets

For more than a decade, investors have been focused on a single growth theme – AI – and on a single country – the US. Emerging markets not only have exposure to the AI supply chai...

Adviser-Hub 31st Mar 2025

Article-DowningStreet-01-smll2024 Market Updates

Spring Statement 2025: ISA reforms loom

Chancellor of the Exchequer Rachel Reeves’ Spring Statement included downgrades to growth forecasts, higher defence expenditure, and further cuts to welfare spending.

Adviser-Hub 28th Mar 2025

Partner Zone

Fed will wait and see on tariffs

March’s meeting saw the US Federal Reserve firmly in wait and see mode. Tariffs and growth are the issues.

Fidelity International 27th Mar 2025

Partner Zone

Strat chat: Unwinding of the US exceptionalism trade

Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and outlines his views across the strategy’s main alpha sources. Against...

Fidelity International 27th Mar 2025

Article-DowningStreet-01-smll2024 Analysis & Opinion

The Week: The Spring Statement and the gilt market

The Chancellor appears to have appeased the gilt market with the Spring Statement, but can it last?

Adviser-Hub 27th Mar 2025

Partner Zone

US equities sell-off will create opportunities

Tariffs, funding freezes, and government spending cuts have caused investors to reassess the outlook. The chances of stagflation have grown, but policy will stabilise, and opportunities will appear...

Fidelity International 27th Mar 2025

Partner Zone

UK: a fertile hunting ground for contrarian investors

The unpopularity of the UK market in recent years has made it an attractive hunting ground for contrarian value investors. While investors continue to be seduced by the charms of the US technology...

Fidelity International 27th Mar 2025

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