Adviser-Hub articles

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Capital Group | Adventures in emerging markets investing

Lisa Thompson, a portfolio manager for Capital Group New Geography Equity ETF, shares how her decades of experience covering emerging markets helped her get comfortable with uncertainty, volatility...

Capital Group 25th Mar 2026

abrdn_five240326 Partner Zone

Five things to know about bonds amid current geopolitical volatility

Aberdeen review why bonds aren’t behaving like a safe haven this time.

Aberdeen Investments 24th Mar 2026

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How the Iran war changes the economic outlook

War in Iran has injected new uncertainty into the global economy, says Capital Group, reviving concerns that high oil prices could drive up inflation, strain consumer spending, and weigh on economi...

Capital Group 24th Mar 2026

Article-Puzzle-01-smll2024 Partner Zone

Confidence and a K-shaped economy

Companies are experiencing a once-in-a generation investment boom across a growing list of industries, but this year’s Fidelity International Analyst Survey sees signs that AI is already supp...

Fidelity International 23rd Mar 2026

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Japan’s equity revival: an opportunity in a fragmenting world

Min Zeng, manager of the Fidelity Japan Value Fund, reveals why he believes Japanese equities currently offer a compelling opportunity in today’s fragmenting world.

Fidelity International 23rd Mar 2026

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The Investor’s Guide to Asia: where next for China’s stock market?

In the latest episode of The Investor’s Guide to Asia, Fidelity portfolio managers Nick Price and Cynthia Chen discuss why Chinese stocks remain central to portfolios in an increasingly multi...

Fidelity International 23rd Mar 2026

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Geopolitics, inflation, and the shifting dynamics of global bond markets

Fidelity International Global Fixed Income CIO Marion Le Morhedec reviews the impact of higher oil prices, shifting rate expectations, and so-far resilient credit markets.

Fidelity International 23rd Mar 2026

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Rethinking 60/40 in a fragmenting world: building more resilient allocations

In a regime of higher macro volatility and greater geoeconomic fragmentation, Fidelity believes investors may need to take a broader and more layered approach to ensure portfolio stability.

Fidelity International 23rd Mar 2026

Analysis & Opinion

Confidence and a K-shaped economy

Companies are experiencing a once-in-a generation investment boom across a growing list of industries, but this year’s Fidelity International Analyst Survey sees signs that AI is already supp...

Fidelity International 19th Mar 2026

Article-Direction-05-smll2024 Analysis & Opinion

The Week: Could there be a market shock round the corner?

Markets have been relatively sanguine about the crisis in the Middle East. That might change at the crucial six-week mark. 

Adviser-Hub 19th Mar 2026

bg_tomorrow190326 Analysis & Opinion

Tomorrow’s marvels, today

With Baillie Gifford, explore private growth investing, mega-cap private companies, and the future of IPOs.

Baillie Gifford 19th Mar 2026

fil_geop190326 Analysis & Opinion

Geopolitics, inflation, and the shifting dynamics of global bond markets

Fidelity International Global Fixed Income CIO Marion Le Morhedec reviews the impact of higher oil prices, shifting rate expectations, and so-far resilient credit markets.

Fidelity International 19th Mar 2026

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Reassessing emerging market equity allocations

Recent meetings with asset allocators across North America and Australia have highlighted an important question for Ninety One: how should allocators think about implementation to best capture the...

Ninety One 19th Mar 2026

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Powering AI: investing in the grid revolution

Baillie Gifford uncovers two companies tackling key grid bottlenecks that support both data centres and society.

Baillie Gifford 19th Mar 2026

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Baillie Gifford | Scottish Mortgage Investor Webinar: Your Questions Answered

At the latest Scottish Mortgage webinar, portfolio director Claire Shaw was joined by investment managers Tom Slater and Lawrence Burns to answer shareholder questions.

Baillie Gifford 17th Mar 2026

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