Adviser-Hub articles

nineo_seven091225 Partner Zone

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 9th Dec 2025

nione_overlked091225 Partner Zone

The overlooked frontier

Amid the global AI buildout, emerging markets credit is quietly powering the infrastructure behind the revolution – offering investors yield with purpose and access to the engines of AI growt...

Ninety One 9th Dec 2025

nione_pic091225 Partner Zone

Picture this: AI issuance is the big issue in credit

While runaway valuations – driven by a handful of tech companies – are the main focus in equities, an uptick in tech-sector issuance is the big issue in credit markets, says Ninety One....

Ninety One 9th Dec 2025

nione_emg091225 Partner Zone

Hidden GEMs: emerging markets are poised to reshape the investment landscape

Under-owned but now firmly on global investors’ radars, emerging markets are set to play a bigger role in portfolios, says Ninety One.

Ninety One 9th Dec 2025

Article-Direction-05-smll2024 Analysis & Opinion

The Week: No workarounds for cash ISA rules

Investors hoping they could dodge the new cash ISA limits may be disappointed.

Adviser-Hub 4th Dec 2025

abrdn_hsview041225 Analysis & Opinion

Market view: House view: equities, bonds and infrastructure lead the way

Emerging market equities, government bonds and infrastructure are some of Aberdeen’s preferred strategies as global growth steadies and new investment themes emerge.

Aberdeen Investments 4th Dec 2025

hub-exclusives-banner-alternatives-33 Analysis & Opinion

MyFolio: Sophistication Delivered Simply

MyFolio is a risk-targeted range offering passive, hybrid, and fully active solutions across five risk levels. 

Aberdeen Investments 3rd Dec 2025

UPFRONT _EP13smallimg Partner Zone

Upfront: small caps, bubbles and tech giants

Investment specialist Bill Chater outlines Global Discovery’s search for the world’s best small caps, while intermediary client manager Megan Rooney gives her take on AI bubble headline...

Baillie Gifford 2nd Dec 2025

cpg_jpan021225 Partner Zone

Ten talking points on Japan for 2026 and beyond

The election of Japan’s first female prime minister promises to bring greater dynamism to society. All eyes are now on Sanae Takaichi’s focus on more expansionary fiscal and monetary po...

Capital Group 2nd Dec 2025

bg_private021225 Podcast

Baillie Gifford | Private companies: from Anthropic to Zetwerk – and other new investments

Why Baillie Gifford invested in the AI lab and supply chain specialist, among other companies operating in private markets.

Baillie Gifford 2nd Dec 2025

fil_us021225 Podcast

Fidelity International | Fidelity Answers: If I’m worried about US tech then where else can I make decent returns?

Portfolio managers Fred Sykes and Tom Record look for the money left in the AI boom and places to hide if it goes wrong.

Fidelity International 2nd Dec 2025

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

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