Adviser-Hub articles

smmi-agm_lawrenceburns VIDEO

Baillie Gifford | Scottish Mortgage Manager Insights: Lawrence Burns

From the importance of unconventional methods to the ability to adapt in challenging environments, Lawrence Burns outlines common characteristics of a true outlier company. Capital at risk.

Baillie Gifford 15th Jul 2025

smmi-agm_lawrencebppg Partner Zone

Scottish Mortgage Manager Insights: Lawrence Burns

From the importance of unconventional methods to the ability to adapt in challenging environments, Lawrence Burns outlines common characteristics of a true outlier company. Capital at risk.

Baillie Gifford 15th Jul 2025

nione_european150725 Podcast

Ninety One | Time for European assets to shine

Ninety One’s Alex Holroyd-Jones, Multi Asset Portfolio Manager, discusses the evolving landscape in Europe as investors seek to diversify away from the US and into international markets.

Ninety One 15th Jul 2025

cgp_capconv100625 Podcast

Capital Group | Investing in South Asia's emerging markets: India’s embrace of free enterprise

Samir Parekh sits down with Mike Gitlin to talk about India’s shift towards wealth creation, and how political changes and demographics are serving as tailwinds.
 

Capital Group 15th Jul 2025

cpg_podcastimga Podcast

Capital Group | Made in America: can the U.S. rebuild its manufacturing might?

Capital Group economist Bobby Esnard shares his perspective on the potential benefits and challenges of bringing manufacturing back to the United States.

Capital Group 15th Jul 2025

fil_answr_150725 Podcast

Fidelity International | Fidelity Answers: What if Treasuries aren't so safe anymore?

Long-dated US Treasuries, the most popular go-to assets in times of uncertainty, have done a disappointing job this year of dampening volatility in portfolios. So what might you favour instead?&nbs...

Fidelity International 15th Jul 2025

smagm_june_ts VIDEO

Baillie Gifford | Scottish Mortgage Manager Insights: Tom Slater

Tom Slater outlines how AI integration, disciplined capital allocation and operational resilience are shaping the Scottish Mortgage portfolio’s next generation of global growth leaders.

Baillie Gifford 14th Jul 2025

smagm_june_tsppg Partner Zone

Scottish Mortgage Manager Insights: Tom Slater

Tom Slater outlines how AI integration, disciplined capital allocation and operational resilience are shaping the Scottish Mortgage portfolio’s next generation of global growth leaders.

Baillie Gifford 14th Jul 2025

abrdn_shortdate190625 Partner Zone

The step-out-of-cash solution

Aberdeen Investments explain why the Short Dated Enhanced Income strategy could be worth considering for investors looking for a stable ‘step out of cash’ income solution. 

Aberdeen Investments 10th Jul 2025

Article-London-01-smll2024 Analysis & Opinion

The Week: The long-awaited revival of UK mid-caps

As the UK stock market recovers, mid-caps have taken an early lead.

Adviser-Hub 10th Jul 2025

cgp_tariff100725ao Analysis & Opinion

Tariff resilience: what makes some companies stand strong?

Capital Group highlights some characteristics of companies that could be well positioned to weather the shifting tides of trade policy.
 

Capital Group 10th Jul 2025

nione_picture100725ao Analysis & Opinion

Picture this: higher yields ≠ higher returns

Since the start of 2025, the highest-yielding (riskiest) parts of the global high-yield market have underperformed. Rather than compromising on risk, Ninety One believes investors should find diffe...

Ninety One 10th Jul 2025

Partner Zone

Market Minutes: In search of uncorrelated returns

In this new 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 focu...

Fidelity International 10th Jul 2025

bg_growth100725 Partner Zone

Baillie Gifford Managed Fund: our 7 most exciting growth picks

We spotlight seven picks from the Baillie Gifford Managed Fund portfolio with the potential for future growth, reflecting our regional equity and fixed income expertise. Here’s what we’...

Baillie Gifford 10th Jul 2025

Article-balance-01-smll2024 Analysis & Opinion

How is this balanced in a portfolio?

The relationship between emerging and developed markets is changing, with emerging markets increasingly pursuing orthodox fiscal policies while developed markets drown in debt.

Adviser-Hub 9th Jul 2025

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