Adviser-Hub articles

cpg_stock161225 Partner Zone

Stock market outlook: three investment strategies for 2026

Capital Group tackles the questions sitting front and centre for investors heading into 2026.

Capital Group 16th Dec 2025

cpg_econ161225

Economic outlook: less uncertainty, healthy growth

If 2025 was the year that tariff-induced uncertainty upended the outlook for the global economy, 2026 could be the year that things come back into focus, says Capital Group.

Capital Group 16th Dec 2025

cpg_analystvw030425 Podcast

Capital Group | The rise and rise of Chinese automakers

China industry specialist Ertan Tawakkul talks about the rapid growth of the Chinese electric vehicle market, looking at current factors shaping this sector and giving insights from his hundreds of...

Capital Group 16th Dec 2025

cgp_capconv100625 Podcast

Capital Group | Running a tight, high-conviction portfolio in a noisy market

19-year veteran of Capital Group Emme Kozloff joins host Mike Gitlin to discuss the art of filtering information, the value of mental flexibility, and the discipline required to invest with convict...

Capital Group 16th Dec 2025

Partner Zone

Spreads are tight – time to go short dated

Fidelity explains why short-dated high-quality corporate bonds remain a compelling choice for investors seeking income without taking on unnecessary risk.

Fidelity International 15th Dec 2025

Partner Zone

Asset allocation fit for a fragmenting world

Fidelity outlines six actions that investors can take to make their portfolios more fit for this new environment of fragmentation and global rewiring.

Fidelity International 15th Dec 2025

Partner Zone

Finding opportunities in a strengthening emerging markets landscape

Fidelity Emerging Markets portfolio managers provide their outlook for 2026, highlighting why shifting fiscal dynamics, a softer US dollar and renewed strength across the tech supply chain are crea...

Fidelity International 15th Dec 2025

Partner Zone

Why policy, innovation and structural trends are set to drive growth in China

Despite near-term cyclical challenges, China’s structural strengths and innovation edge remain clear. Fidelity China Special Situations PLC portfolio manager Dale Nicholls shares his outlook...

Fidelity International 15th Dec 2025

Article-Buildings-FED-01-smll2024 Market Updates

US interest rate update: Fed rift widens

The Federal Reserve cut US interest rates by 25 basis points to a range of 3.5% to 3.75%, taking the federal funds rate to its lowest level since for three years.

Adviser-Hub 15th Dec 2025

Partner Zone

Exploiting anticipated volatility in global equities

Dmitry Solomakhin, portfolio manager of the FAST - Global Fund, discusses his current thoughts on global equity markets and outlines some of the hallmarks of long and short positions held in this s...

Fidelity International 15th Dec 2025

Partner Zone

Why Europe still offers attractive opportunities in 2026

Fidelity European Fund and Fidelity European Trust portfolio managers Sam Morse and Marcel Stötzel explain why they see continued opportunity in Europe in 2026.

Fidelity International 15th Dec 2025

Article-Chart-03-smll2024 Analysis & Opinion

The Week: Man versus machine: machine wins, for now

Active funds have had a difficult decade, but the reasons for their weakness are clear.

Adviser-Hub 11th Dec 2025

fil_spread111225as Analysis & Opinion

Market view: Spreads are tight – time to go short dated

Fidelity explains why short-dated high-quality corporate bonds remain a compelling choice for investors seeking income without taking on unnecessary risk.

Fidelity International 11th Dec 2025

nineo_seven111225as Analysis & Opinion

The Secret Seven: undervalued firms at the heart of AI infrastructure

The “Secret Seven” may represent one of the most overlooked opportunities in global equities. Ninety One tells us more.  

Ninety One 11th Dec 2025

Article-Technology-03-smll2024 Market Updates

Global updates: Tech pullback

Despite continuing concerns over an increasingly frothy US technology sector, the Dow Jones Industrial Average Index (DJIA) breached 48,000 points during November for the first time.

Adviser-Hub 10th Dec 2025

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