Adviser-Hub articles

cpg_podcastimga Podcast

Capital Group | Private markets and macro outlook

Capital Group portfolio manager John Queen and KKR’s chief investment strategist for global wealth Paula Campbell Roberts offer their views on the US macroeconomic outlook, including the heal...

Capital Group 2nd Dec 2025

cpg_analystvw030425 Podcast

Capital Group | European industrials – innovation and tariff resilience explained

Capital Group’s Sebastian Siersted outlines why he feels European industrials businesses have an innovation headstart on peers around the world and are well insulated against any future tarif...

Capital Group 2nd Dec 2025

cpg_podcastimga Podcast

Capital Group | How GE Aerospace CEO Larry Culp turns problems into progress

Larry Culp, Chairman and CEO of GE Aerospace, shares how a leadership approach rooted in humility and respect helped guide the company through transformation and build a culture focused on continuo...

Capital Group 2nd Dec 2025

Partner Zone

Examining the AI bond rush

US Investment Grade portfolio managers Daniel Ushakov and Rick Patel argue that the AI capex super cycle is masking what is really going on under the surface in the real economy.

Fidelity International 1st Dec 2025

Partner Zone

Harnessing China’s long-term growth potential

Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, dives into the shifts reshaping China’s equity landscape, revealing how market dislocations and on-the-ground resear...

Fidelity International 1st Dec 2025

Partner Zone

Inflationary pressures build amid ongoing tariff uncertainty

With the resolution of the longest government shutdown in US history and renewed White House promises of tariff-funded fiscal stimulus, Fidelity’s Mike Riddell assesses the evolving macroecon...

Fidelity International 1st Dec 2025

Partner Zone

Unlocking alpha: navigating US equities with research-powered investment strategies

US economic growth continues to surprise on the upside, supported by resilient consumption and expansive fiscal policy, even as policy rates have remained relatively restrictive. However, this sang...

Fidelity International 1st Dec 2025

hub-exclusives-banner-alternatives-32 Analysis & Opinion

The Financial Services Compensation Scheme (FSCS)

The Financial Services Compensation Scheme (FSCS) covers all companies regulated by the Financial Conduct Authority (FCA) and the Prudential Regulatory Authority (PRA), including banks, building so...

Adviser-Hub 1st Dec 2025

Partner Zone

The three megatrends driving the next commodities supercycle

Portfolio managers James Richards and Oliver Hextall explain how three powerful megatrends of energy transition, digitalisation, and urbanisation are boosting demand for commodities and underpinnin...

Fidelity International 1st Dec 2025

nione_deep160725 Analysis & Opinion

The Week: UK budget 2025: gilt markets calmed

The Budget has calmed the gilt market for now, but it does little to address the country’s long-term fiscal sustainability.

Adviser-Hub 27th Nov 2025

nione_ukequity180625 Market Updates

Budget 2025: Budget raises questions over growth

Rachel Reeves’ much-trailed Budget proved to be long on taxation and spending measures, but short on meaningful plans for growth.

Adviser-Hub 27th Nov 2025

nineo_em261125 Partner Zone

Emerging markets' net issuance drag is easing

A major headwind to emerging market equity performance is fading. Ninety One explains how this structural shift could lift future returns and reshape the case for EM allocations.

Ninety One 26th Nov 2025

fil_sdr251125-1 Analysis & Opinion

One year on: how SDR has reshaped the UK market for sustainable funds

Fidelity’s Jenn-Hui Tan outlines why progress will depend on the extent to which providers navigate regulatory complexity, distributors gain comfort with new labels, and market dynamics affec...

Fidelity International 25th Nov 2025

fil_blue251125-1 Analysis & Opinion

Tide of Progress: Blue Transition Bond turns one

As it marks its first anniversary, the Fidelity Blue Transition Bond Fund has demonstrated that strong financial performance can align with meaningful blue impact.

Fidelity International 25th Nov 2025

cpgp_esg251125-1 Analysis & Opinion

Investors reveal their top ESG investment themes and more

At a time of macroeconomic and geopolitical uncertainty, Capital Group’s fifth annual ESG Global Study finds that most investors remain committed to considering ESG issues in the investment p...

Capital Group 25th Nov 2025

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