Adviser-Hub articles

nione_mac311024 Partner Zone

MAC mechanics: under the bonnet of Ninety One’s Multi-Asset Credit Strategy

Ninety One believes that the case for adopting a dynamic approach to portfolio construction across a broad investment universe has never been clearer.

Ninety One 5th Nov 2024

Partner Zone

Why small cap strife means big opportunities in immature companies

Small cap strife: big opportunities - Baillie Gifford explores the transformative potential of small-cap companies such as DexCom, Tesla and Axon.

Baillie Gifford 4th Nov 2024

Partner Zone

Why Fidelity believes there is still life in the UK market rally

With UK equities trading at their most attractive levels, strong corporate earnings, and an improving domestic economy, it’s time to capitalise on the significant upside potential still on of...

Fidelity International 4th Nov 2024

Partner Zone

China’s stimulus to spark a sustained stock revival?

Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, outlines why China’s stimulus measures could turn the tide in economic fundamentals, potentially driving a sustained...

Fidelity International 4th Nov 2024

Business Toolkit

Autumn Budget – what it means for your clients and their money

Rachel Reeves’s Budget debut was road-tested in advance, as they are these days. There were no surprises in her well-flagged higher tax, higher spend, higher borrowing speech.

Fidelity Adviser Solutions 1st Nov 2024

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Baillie Gifford | Scottish Mortgage: Portfolio Update Q3

Investment Specialist Hamish Maxwell delivers an update on Scottish Mortgage’s portfolio positioning, including allocation to Chinese companies, private holdings, artificial intelligence, and...

Baillie Gifford 1st Nov 2024

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Baillie Gifford | Future Stocks: Our best investment ideas in Asia

Baillie Gifford’s Qian Zhang highlights three Asian companies at the forefront of global structural trends: Samsung, Delhivery and Bank Rakyat. Demonstrating why Asia is growing faster than a...

Baillie Gifford 1st Nov 2024

Partner Zone

Scottish Mortgage: Portfolio Update Q3

Investment Specialist Hamish Maxwell delivers an update on Scottish Mortgage’s portfolio positioning, including allocation to Chinese companies, private holdings, artificial intelligence, and...

Baillie Gifford 1st Nov 2024

Partner Zone

Future Stocks: Our best investment ideas in Asia

Baillie Gifford’s Qian Zhang highlights three Asian companies at the forefront of global structural trends: Samsung, Delhivery and Bank Rakyat. Demonstrating why Asia is growing faster than a...

Baillie Gifford 1st Nov 2024

Analysis & Opinion

The Week: Budget 2024: bond market nerves

Since the Liz Truss debacle, chancellors have lived in fear of the bond market. Has Rachel Reeves kept it sweet?

Adviser-Hub 31st Oct 2024

Analysis & Opinion

Budget 2024: fixing the foundations?

In Labour’s first Budget since 2010, Chancellor of the Exchequer Rachel Reeves announced £40 billion-worth of higher taxes alongside increased investment in health, education, defe...

Adviser-Hub 31st Oct 2024

fil_mkrally310124 Analysis & Opinion

Market view: Why Fidelity believes there is still life in the UK market rally

With UK equities trading at their most attractive levels, strong corporate earnings, and an improving domestic economy, it’s time to capitalise on the significant upside potential still on of...

Fidelity International 31st Oct 2024

nione_mac311024 Analysis & Opinion

MAC mechanics: under the bonnet of Ninety One’s Multi-Asset Credit Strategy

Ninety One believes that the case for adopting a dynamic approach to portfolio construction across a broad investment universe has never been clearer.

Ninety One 31st Oct 2024

hub-exclusives-banner-alternatives-35 Analysis & Opinion

Public Enemy were right: don’t believe the hype

Momentum has been a popular investment strategy in recent years, but glory hunting is likely to result in high costs and mediocre returns. Schroders examines data showing the perils of chasing past...

Adviser-Hub 30th Oct 2024

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Where to invest as interest rates decline

Don’t let uncertainty get in the way of your long-term investment goals, says Capital Group – here are five opportunities to consider as the Fed pivots to interest rate cuts.

Capital Group 29th Oct 2024

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