Adviser-Hub articles

Partner Zone

Scottish Mortgage interviews Nubank CEO

In this podcast, Lawrence Burns chats with CEO David Vélez about how Nubank’s digital, fee-free banking experience could impact the financial landscape globally.

Baillie Gifford 24th Mar 2025

bg_nubank_smll Partner Zone

Baillie Gifford | Scottish Mortgage Podcast: Nubank

Deputy manager Lawrence Burns chats with CEO David Vélez about how Nubank’s digital, fee-free banking experience has changed the game in Latin America, and how it could impact the fina...

Baillie Gifford 24th Mar 2025

hubex_emvid1210325 VIDEO

Emerging markets' two behemoths: China and India explored – panel discussion video #1

China has been a weak spot for emerging markets, but after a series of stimulus packages it is showing signs of recovery. How important is it for the fate or emerging markets more broadly? At the s...

Adviser-Hub 21st Mar 2025

Article-business-01-smll2024 Analysis & Opinion

The Week: fund managers cool on the US technology trade

Monthly fund manager survey finds little enthusiasm for US equities as Trump trade weakens.
 

Adviser-Hub 20th Mar 2025

cpgp_tarrifs200325 Analysis & Opinion

Understanding tariffs in five charts

To help make sense of it all, Capital Group developed this guide to tariffs and their potential implications for the economy, markets and investors.

Capital Group 20th Mar 2025

fil_fertile200325 Analysis & Opinion

Market view: UK: a fertile hunting ground for contrarian investors

Fidelity believes the UK market has an underappreciated richness of opportunity, combining strong earnings growth, high dividend yields and low valuations.

Fidelity International 20th Mar 2025

abrdn_sweet200325 Analysis & Opinion

Market view: investing in the 'sweet spot' of global credit

aberdeen’s Mark Munro makes the case for investing in the sweet spot cross-over segment of BBB- and BB-rated credits.
 

Aberdeen Investments 20th Mar 2025

cgp_macro180325 Partner Zone

Macro brief: growing risks to India’s demographic dividend

Capital Group’s Anirudha Dutta, Macro Analyst, assesses the challenges that could dent – but not derail – the India story.

Capital Group 18th Mar 2025

cgp_fixedinc180325 Partner Zone

Why global fixed income strategies are important in today’s market environment

Expanding the opportunity set by adopting a global approach can provide fixed income investors with several important benefits, says Capital Group’s Jeremy Cunningham.

Capital Group 18th Mar 2025

nione_changing130325 Podcast

Ninety One | Changing realities challenge the bet on US exceptionalism

Ninety One’s Sahil Mahtani argues that the Trump administration appears willing to tolerate a slowdown to push through structural reform, which may lead investors to seek opportunities beyond...

Ninety One 18th Mar 2025

nione_tariffs180325 Podcast

Ninety One | Follow the trendlines, not the headlines

Tariffs are reshaping market dynamics—where are the opportunities for emerging market equity investors? Portfolio manager Varun Laijawalla explores the risks, the mispricings, and the strateg...

Ninety One 18th Mar 2025

nione_ai180325 Podcast

Baillie Gifford | US perspectives: AI evolves again

Baillie Gifford explores how the rapid market shift in AI and computer processing is transforming industries.

Baillie Gifford 18th Mar 2025

Partner Zone

Crossing the river: what Fidelity learnt from China’s NPC

While the economic targets announced at China’s recent National People’s Congress (NPC) are mostly in line with expectations, it appears Beijing has saved ammunition for when the extent...

Fidelity International 17th Mar 2025

nione_beyond170325 VIDEO

Ninety One | Beyond the traditional

In the latest episode of From the Income Desk, Ellie Clapton is joined by Jason Borbora-Sheen, Portfolio Manager of the Ninety One Diversified Income Fund, and Darpan Harar, Portfolio Manager of th...

Ninety One 17th Mar 2025

Partner Zone

What do tariffs mean for bond investors?

Fidelity’s fixed income portfolio managers highlight why they continue to find the best risk-adjusted opportunities in the front end of the sterling credit curve.

Fidelity International 17th Mar 2025

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