Adviser-Hub articles

bgyarak160226 Partner Zone

Yarak – culture in the age of AI

Baillie Gifford’s Kirsty Gibson, investment manager, explains what happens to great company cultures in the age of AI? Does it become irrelevant – a luxury in a world of automated execu...

Baillie Gifford 16th Feb 2026

cpg_europe120226ao Partner Zone

Europe: a new growth trajectory powered by reform and investment

For investors willing to take a medium to long term view, the region presents a broadening landscape of investment opportunities, says Capital Group.

Capital Group 13th Feb 2026

fil_value130226 Partner Zone

Is there still value in European equities?

With pessimism deeply embedded in prices and expectations low, Fidelity’s investment team highlights why the selective upside for Europe is now increasingly compelling.

Fidelity International 13th Feb 2026

fil_geopol130226 Partner Zone

How geopolitical shocks are benefiting transition materials investors

With countries increasingly looking to build strategic reserves of important commodities and secure energy independence, Fidelity believes the outlook for many commodity producers looks bright.

Fidelity International 13th Feb 2026

fil_equity130226 Partner Zone

Equity income: opportunities in a challenging global market

Fidelity global equity income portfolio manager Tristan Purcell highlights the benefits of a defensive, dividend-based approach in the current environment – and where he sees attractive inves...

Fidelity International 13th Feb 2026

fil_income-ing130226 Partner Zone

Income-ing! A new way to access elevated yields

In a world where the search for stable income is increasingly complex, the newly repurposed Fidelity Global High Income Bond Fund takes a broad, quality focused approach to capturing compelling opp...

Fidelity International 13th Feb 2026

fil_separating130226 Partner Zone

Separating AI fears from software fundamentals

Fidelity Global Technology portfolio manager Hyun Ho Sohn believes that, while AI is clearly a transformative technology, market reactions have once again moved faster than underlying fundamentals....

Fidelity International 13th Feb 2026

fil_deepseek130226 Partner Zone

DeepSeek one year on: separating fundamentals from noise

One year on from the launch of DeepSeek, China’s renewed artificial intelligence momentum raises key questions for investors; does it reflect a cyclical surge in enthusiasm, or a deeper struc...

Fidelity International 13th Feb 2026

fil_unique290126ao Partner Zone

Unique opportunities in global mid- and small-caps

The team behind Fidelity’s Global Future Leaders strategy highlight the unique investment opportunities to be found within the mid- and small-cap markets.

Fidelity International 13th Feb 2026

fil_csuite130226 Partner Zone

Conversations with the C-Suite

Fidelity’s portfolio managers are accustomed to challenging some of the world’s highest-profile CEOs before deciding whether to invest in their companies. In this series, viewers take a...

Fidelity International 13th Feb 2026

cpg_usgdp130226 Partner Zone

Could US GDP growth hit 5% this year?

What needs to happen to return to the days of 5% growth? A lot. But Capital Group’s Jared Franz believes it’s within the realm of possibility.

Capital Group 13th Feb 2026

cpg_port130226 Partner Zone

From politics to portfolios: the market impact of rising populism

For investors, says Capital Group, the task is not to dismiss populism outright, but to navigate it selectively.

Capital Group 13th Feb 2026

abrdn_analyst0900625 Podcast

Capital Group | Finding durable value in high yield tech & financials

Capital Group fixed income investment analyst Sandro Lazzarini joins investment director David Bradin to discuss high-yields – an often-overlooked area. 

Capital Group 12th Feb 2026

Articles-Japan-01-smll2024 Analysis & Opinion

The Week: She’s big in Japan

Sanae Takaichi scored a decisive victory in Japan’s election at the weekend. Could she unleash animal spirits in the country’s economy?

Adviser-Hub 12th Feb 2026

cpg_europe120226ao Analysis & Opinion

Market view: The case for Europe

For investors willing to take a medium- to long term view, the region presents a broadening landscape of investment opportunities, says Capital Group.

Capital Group 12th Feb 2026

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