Aberdeen House View: Navigating a volatile macro and market regime
How should investors navigate tariffs, rate cuts and fading US exceptionalism? Explore the latest House View for new insights on equities, bonds, private markets and the global trends shaping the n...
Aberdeen Investments 19th Jun 2025
The Monthly Macro Outlook Video June 2025
What’s driving the latest surge in US deficit projections? Lizzy Galbraith highlights the fiscal and trade policy shifts that could reshape the global economic outlook.
Is the Big Beautiful Bill a step too far for bond markets?
In this episode, we explore the Trump administration’s sweeping plans that would swell government borrowing, why bond markets are getting nervous, and what Elon Musk’s exit may mean. Aberdeen Investments 19th Jun 2025
In this episode, we explore the Trump administration’s sweeping plans that would swell government borrowing, why bond markets are getting nervous, and what Elon Musk’s exit may mean.
Aberdeen Investments | 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.
The Week: Oasis-onomics: a boost for UK growth?
The Oasis concerts are set to be an economic phenomenon. Could they revive the swagger of the Cool Britannia era?
Adviser-Hub 19th Jun 2025
MyFolio Q2 Webinar
Join our MyFolio Q2 Webinar next week, for a macroeconomic outlook and review of the MyFolio Fund ranges.
Strat chat: when policy becomes reality
Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and outlines his views across the strategy’s main alpha sources.
Fidelity International 19th Jun 2025
Addressing fragmentation and concentration risks with research-powered ETFs
As we witness the fragmentation of the global economic, technological and security orders, Fidelity expects the tangible consequences of deglobalisation to continue to become more evident.
From an ageing society to a longevity society
Fidelity explains why focus is shifting from mere life expectancy to healthy life expectancy, emphasising prolonged engagement in work, society, and the economy.
Tipping point: a turn in the US dollar cycle and what it means for emerging market debt
For EM debt investors, Ninety One believes a weaker dollar could mark a long-awaited shift from headwind to tailwind.
Ninety One 18th Jun 2025
Why the UK equity market is emerging from the shadows
Ninety One believes a portfolio built on a combination of ‘Quality’ and ‘Value’ can best capture the diverse range of bottom-up investment opportunities the UK offers.
Reframing fixed income: the old rules are no longer fixed
Ninety One’s Peter Kent, Co-Head of Fixed Income, argues bond markets are in a new regime – as a result, asset allocation approaches need a reboot, and portfolio diversification has nev...
Tapping into the global energy transition
Ninety One Portfolio Manager Matt Christ explains how investments in EM private credit offer both compelling return potential and the chance to make a meaningful contribution to global climate goal...
Powering the transition: lessons from Spain’s grid disruption
Ninety One’s Sam Segameglio speaks with portfolio manager Graeme Baker about the recent blackouts in Spain and Portugal, and what they reveal about the state of Europe’s energy infrastr...
The Week: The spending review
The Chancellor’s spending review appears to have succeeded in its most important mission – not to spook financial markets – but can it create growth?
Adviser-Hub 12th Jun 2025
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