Adviser-Hub articles

bg_emmk091025_ao Analysis & Opinion

Emerging markets: are you missing the point?

Baillie Gifford explains why underweighting EM is an active risk, not a cautious stance. 

Baillie Gifford 9th Oct 2025

nne_fed_091025_ao Analysis & Opinion

The Fed’s risk-management pivot: a green light for equities

A more accommodative Fed stance is turning restrictive policy into a tailwind for equities, note Ninety One Portfolio Manager Alex Holroyd-Jones and Analyst Rebecca Phillips.

Ninety One 9th Oct 2025

Articles-Japan-01-smll2024 Analysis & Opinion

The Week: Takaichi: Abe 2.0?

Will Japan’s new Prime Minister revive the country’s economy? The Nikkei hit new highs, the yen weakened, and long bond yields rose on the appointment of Sanae Takaichi Takaichi...

Adviser-Hub 9th Oct 2025

Article-Direction-05-smll2024 Market Updates

Global updates: “No risk-free paths”

Interest rates took centre stage in September as the US Federal Reserve (Fed) finally delivered a much-anticipated cut of 25 basis points.

Adviser-Hub 9th Oct 2025

Article-Communications-02-smll2024 Analysis & Opinion

Dilemma for strategic bond managers in choppy fixed income markets

Ostensibly, there is plenty of opportunity in bond markets, with yields high across the world. Howe...

Adviser-Hub 9th Oct 2025

Future Stocks_Our Best Private Growth Ideas_vid VIDEO

Baillie Gifford | Future Stocks: Our best private growth ideas

Investment specialist Rachael Callaghan introduces private companies BillionToOne, Stripe and Vinted, each answering modern-day problems with scalable growth-focused solutions.

Baillie Gifford 8th Oct 2025

Future Stocks_Our Best UK Ideas_ah VIDEO

Baillie Gifford | Future Stocks: Our best UK ideas

Investment specialist Chloé Darling-Stewart reveals why Autotrader, Moonpig and Genus are hidden growth treasures in the UK market.

Baillie Gifford 8th Oct 2025

Future Stocks_Our Best Ideas in China_vid VIDEO

Baillie Gifford | Future Stocks: Our best ideas in China

Investment specialist Ben Buckler breaks down our top picks in China from autonomous delivery (Meituan) to smart homes (Midea) and EV batteries (CATL).

Baillie Gifford 8th Oct 2025

Future Stocks_Our Best Private Growth Ideas_pp Partner Zone

Future Stocks: Our best private growth ideas

Investment specialist Rachael Callaghan introduces private companies BillionToOne, Stripe and Vinted, each answering modern-day problems with scalable growth-focused solutions.

Baillie Gifford 8th Oct 2025

Future Stocks_Our Best UK Ideas_pp Partner Zone

Future Stocks: Our best UK ideas

Investment specialist Chloé Darling-Stewart reveals why Autotrader, Moonpig and Genus are hidden growth treasures in the UK market.

Baillie Gifford 8th Oct 2025

FutureStocks_Our Best Ideas in China_pp Partner Zone

Future Stocks: Our best ideas in China

Investment specialist Ben Buckler breaks down our top picks in China from autonomous delivery (Meituan) to smart homes (Midea) and EV batteries (CATL).

Baillie Gifford 8th Oct 2025

Article-Chart-01-smll2024 Analysis & Opinion

The swings and roundabouts of bond markets in 2025

It has been a tumultuous year in bond markets. Eccentric economic policy in the US has rattled the ‘safe haven’ status of US treasuries, while high debt burdens across developed markets...

Adviser-Hub 8th Oct 2025

fil_mmsignal_0701025 VIDEO

Fidelity International | Market Minutes: Mixed Signals

In this monthly video series, our Multi Asset team dissect what's changed in markets, what's new and what they're keeping an eye on. This month, portfolio manager Caroline Shaw focuses...

Fidelity International 7th Oct 2025

hbex_fixed071025 VIDEO

Bond market positioning for a changing environment – panel discussion video #3

Two strategic bond managers, Mike Riddell and Robert Baltzer discuss the current macroeconomic environment, including the impact of AI on fixed income markets. They walk us through their best ideas...

Adviser-Hub 7th Oct 2025

cpg_dolloar_071025 Partner Zone

What is the next chapter for the dollar?

While a tactical, possible extended cyclical decline in the dollar is possible, the scale of the US economy and its financial markets should continue to support the currency’s leading positio...

Capital Group 7th Oct 2025

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