Adviser-Hub articles

Article-London-01-smll2024 Market Updates

The Week: Trussonomics three years on

The UK’s ill-fated flirtation with Trussonomics should stay front of mind for policymakers ahead of the Budget.

Adviser-Hub 25th Sep 2025

cpg_guessao_180925 Partner Zone

Guess who’s beating the Magnificent Seven?

If you were hunting for a group of stocks to dethrone the Magnificent Seven, there’s a good chance European banks weren’t top of your list, says Capital Group.

Capital Group 24th Sep 2025

cgp_inflation240925 Partner Zone

Inflation or employment? The Fed makes its choice

With September’s quarter-point interest rate cut – the first such move in nine months – Fed officials appear to have made the labour market a key concern.

Capital Group 24th Sep 2025

cpg_emdebt240925 Partner Zone

EM debt: cautious confidence in a shifting landscape

As we enter the final quarter of 2025, EM debt continues to demonstrate resilience against a complex global backdrop.

Capital Group 24th Sep 2025

nione_harness_240925 Podcast

Ninety One | Harnessing risk and unlocking opportunity in EM equities

Ninety One’s Jen Ford and Archie Hart share how discipline, bottom-up stock selection, and a clear risk framework can help unlock long-term value in EM equities.

Ninety One 24th Sep 2025

sb_TimCampbell_ppg Podcast

Baillie Gifford | Beyond the benchmark: why being different pays off

Baillie Gifford’s chief executive on the importance of long-termism, optimism and conviction – and what comes next.

Baillie Gifford 24th Sep 2025

cpg_podcastimga Podcast

Capital Group | The age of robots

Capital Group equity analyst Mihir Mehta explores the convergence of robotics with artificial intelligence and explains why companies are investing heavily in automation and humanoid robots.

Capital Group 24th Sep 2025

cpg_analystvw030425 Podcast

Capital Group | Health check for the pharmaceutical sector

Capital Group equity investment analyst Melissa Gallagher looks at why pharmaceuticals remain an attractive investment area and how obesity treatment and AI continue to drive innovation in this spa...

Capital Group 24th Sep 2025

cpg_podcastimga Podcast

Capital Group | From oil sands to OPEC: a disciplined approach to energy investing

Andrea Montero, an investment professional and energy sector specialist at Capital Group, joins Mike Gitlin to discuss the complexities of investing in oil and gas.

Capital Group 24th Sep 2025

abrdn_years_230925 Partner Zone

15 years of clarity and consistency with MyFolio

Why is Aberdeen's MyFolio such a trusted adviser solution?

Aberdeen Investments 23rd Sep 2025

bg_resilient_230925 Partner Zone

The age of resilience: outperformers must first be survivors

Transformative companies must shockproof themselves for turbulent times, writes Tom Slater investment manager for Scottish Mortgage.

Baillie Gifford 23rd Sep 2025

Partner Zone

Fidelity Answers: markets look weird – how can I build resilience in my portfolio?

Doubts over the direction for interest rates and the over-concentration of stock markets hint at a need for more robust, diversified portfolios going into the final months of 2025.

Fidelity International 22nd Sep 2025

Partner Zone

Making the case for US smaller companies

Fidelity considers why now is an opportune time to consider diversifying US exposure and looking to smaller companies.

Fidelity International 22nd Sep 2025

Partner Zone

The takeover tailwind in UK equities

Alex Wright, portfolio manager of Fidelity Special Situations and Special Values PLC, discusses the flurry of takeover announcements of companies within the portfolio, despite turbulent markets and...

Fidelity International 22nd Sep 2025

sb_TimCampbell_video VIDEO

Baillie Gifford | Baillie Gifford CEO on why being different pays off

Discover how long-termism, optimism, and deep research guide Baillie Gifford’s investment decisions, regardless of companies’ stock market index weightings. Capital at risk.

Baillie Gifford 22nd Sep 2025

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