Adviser-Hub articles

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Global equity: a resurgence of core

Investors are facing a new market regime with markedly different characteristics, says Ninety One. As market leadership broadens and rotations accelerate, investors are reassessing the role of core...

Ninety One 4th Mar 2026

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A different perspective on high-yield markets

Reflecting on recent developments in the high-yield corporate debt market, Ninety One’s Ellie Clapton and Darpan Harar provide pointers on how to identify the most attractive investment oppor...

Ninety One 4th Mar 2026

Article-Chart-03-smll2024 Analysis & Opinion

The Week: The shape-shifting investment trust sector

Investment trust boards have worked hard to adapt to a new investment environment. Their efforts may be paying off.

Adviser-Hub 26th Feb 2026

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How to spot an AI bubble

With so much money pouring into AI, it’s natural to wonder if today’s investments are signs of a bubble. That’s why Capital Group’s team is tracking signs of volatility as w...

Capital Group 25th Feb 2026

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Unleashing the potential

Emerging market debt (EMD) has become increasingly appealing to a broader investor base as the asset class has developed. Capital Group explores the opportunities created by navigating local curren...

Capital Group 25th Feb 2026

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Rob Lovelace on the year ahead

In a wide-ranging Q&A , Capital Group’s veteran equity portfolio manager Rob Lovelace offers his view on where stock markets are headed.

Capital Group 25th Feb 2026

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High yield: investing in a transformed credit ecosystem

The structural evolution of the high yield market has reshaped this asset class into something very different from its origins.

Capital Group 25th Feb 2026

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Macro brief: five questions on the European Central Bank – will it really hike interest rates in 2026?

Given her view that inflation risks in the euro area are higher than expected, Capital Group economist Beth Beckett suspects it won’t be long before the ECB adopts a hawkish bias.

Capital Group 25th Feb 2026

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Baillie Gifford | China’s new growth leaders: inventing, not copying

Sophie Earnshaw, investment manager on Baillie Gifford’s China Equities Team, examines China’s new generation of growth companies. She explains why innovation – not imitation &nda...

Baillie Gifford 24th Feb 2026

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Baillie Gifford | China’s new growth leaders: inventing, not copying

Sophie Earnshaw, investment manager on Baillie Gifford’s China Equities Team, examines China’s new generation of growth companies. She explains why innovation – not imitation &nda...

Baillie Gifford 24th Feb 2026

bg_sophiee240226ppg Partner Zone

China’s new growth leaders: inventing, not copying

Sophie Earnshaw, investment manager on Baillie Gifford’s China Equities Team, examines China’s new generation of growth companies. She explains why innovation – not imitation &nda...

Baillie Gifford 24th Feb 2026

cpg_podcastimga Podcast

Capital Group | Amazon CEO on leadership, innovation and customer obsession

In a company as massive as Amazon, fostering a culture of speed and innovation is a difficult task. But CEO Andy Jassy says the secret is being customer obsessed.

Capital Group 24th Feb 2026

cpg_podcastimga Podcast

Capital Group | Rob Lovelace on the year ahead (2026 edition)

Capital Group portfolio manager Rob Lovelace, principal investment officer of New Perspective Fund, discusses his outlook for the global equity markets in 2026 and beyond.

Capital Group 24th Feb 2026

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Baillie Gifford | An introduction to The Schiehallion Fund

Investment manager Peter Singlehurst outlines the rationale, structure and how Schiehallion can provide access to exceptional private growth businesses. Capital at risk.

Baillie Gifford 23rd Feb 2026

Schiehallion_ppg Partner Zone

An introduction to The Schiehallion Fund

Investment manager Peter Singlehurst outlines the rationale, structure and how Schiehallion can provide access to exceptional private growth businesses. Capital at risk.

Baillie Gifford 23rd Feb 2026

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