Adviser-Hub articles

nione_defen210125 Podcast

Ninety One | Defensive income: a steady beacon amid potential disorder

Amid global uncertainty and shifting markets, fixed income emerges as a reliable anchor for investors. However, Ninety One’s John Stopford sees better opportunities beyond traditional markets...

Ninety One 21st Jan 2025

bg_inevit210125 Podcast

Baillie Gifford | Inevitable and investable: five long-term growth drivers

Baillie Gifford explores some of the ways the world will change, from smarter robots to medical breakthroughs achieved at speed.

Baillie Gifford 21st Jan 2025

Partner Zone

Gilt selloff: Return of Truss 2.0?

The ongoing global government bond selloff has pushed 30-year gilt yields to their highest level since 1998, drawing comparisons to the fallout from the Truss government’s 2022 budget fiasco....

Fidelity International 20th Jan 2025

Partner Zone

Webinar: The enduring case for emerging markets

Fidelity Emerging Markets portfolio managers Nick Price and Chris Tennant discuss their outlook for emerging market equities, exploring signs of stabilisation in China, as well as opportunities in...

Fidelity International 20th Jan 2025

bg_solugen VIDEO

Baillie Gifford | Scottish Mortgage interviews Solugen’s CEO

How did the CEO of Scottish Mortgage holding Solugen start a revolution within the chemicals industry over a game of poker? Find out in this episode of the Invest in Progress podcast. Capital at ri...

Baillie Gifford 20th Jan 2025

Partner Zone

The concentration conundrum: challenge or opportunity?

In today’s era of US mega caps, exceptional growth opportunities often lie in less researched companies, says Baillie Gifford.

Baillie Gifford 17th Jan 2025

Partner Zone

Global Alpha Insights: investing in resilience beyond political cycles

Baillie Gifford’s Amy Dinwoodie, investment specialist, explains why they believe elections don't impact stock market returns and why your Global Alpha portfolio remains well-positioned r...

Baillie Gifford 17th Jan 2025

Partner Zone

Monks’ musings: sweeter coffee and building scale

Backing the Dutch Bros coffee chain, and Builders FirstSource’s push into higher-margin goods.

Baillie Gifford 17th Jan 2025

Partner Zone

Finding opportunities in China amid volatility

Fidelity China Special Situations PLC portfolio manager Dale Nicholls shares his outlook for 2025 and provides an insight into how he is looking to position the portfolio against an evolving macro...

Fidelity International 17th Jan 2025

Article-London-01-smll2024 Analysis & Opinion

The Week: the crisis that wasn’t: UK gilts

Economists were quick to create a crisis out of a temporary rise in bond yields. 

Adviser-Hub 16th Jan 2025

cgrp_dura160125 Analysis & Opinion

Market view: Duration’s comeback: a better friend for income and credit

Capital Group believes it’s time for income and credit investors to accept duration back into the friend circle.

Capital Group 16th Jan 2025

fssa_global160125 Analysis & Opinion

Global Listed Infrastructure 2025 outlook

First Sentier Investors believes that global listed infrastructure is well placed to deliver strong returns in 2025.

FSSA Investment Managers 16th Jan 2025

abrdn_smllcps150125 VIDEO

abrdn Investments | abrdn bitesize - Small caps: too big to ignore

Kirsty Desson talks about the abrdn Global Smaller Companies Fund and why investors should look at small caps.

Aberdeen Investments 15th Jan 2025

abrdn_vol150125 VIDEO

abrdn Investments | abrdn bitesize - Fixed income: embracing volatility

Luke Hickmore talks fixed income markets, interest rates and how we will position the abrdn Strategic Bond Fund.

Aberdeen Investments 15th Jan 2025

nione5_earn140125 Partner Zone

Quality earnings are more predictable than the market

Ninety One’s Clyde Rossouw explains why investors who buy businesses that have realisable growth – not the promise of growth - should be well placed in 2025.

Ninety One 14th Jan 2025

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