Government bonds: the end of the shock absorber
Sticky inflation, rising fiscal strains and weak growth are eroding the role of bonds as a portfolio ballast, forcing investors to rethink defensive diversification, according to Ninety One’s...
Ninety One 17th Sep 2025
Gilts and the 45% taxpayer: is the trade losing its edge?
Low-coupon, short-dated gilts were a tax-efficient winner for 45% taxpayers, but that edge is fading. Ninety One’s Diversified Income Fund offers resilient income with scope for capital growt...
The AI edge: investing beyond the headlines
In this series, Ninety One’s global investment teams uncover four underappreciated ways investors can position portfolios for long-term, AI-driven growth.
Hiking the narrow ridge: seven market themes for investors
Clyde Rossouw, Head of Quality at Ninety One, offers investors a map as they navigate shifting US policy, dollar uncertainty, and sharp market swings.
The opportunity gap in Asia
Asia ex Japan equities remain significantly underrepresented in global portfolios, despite substantial opportunities for long-term investors. Baillie Gifford explains why active stock picking is es...
Baillie Gifford 16th Sep 2025
New retirement income approaches gaining in popularity
Drawdown has largely been acknowledged as the ‘winner’ in terms of product since the introduction of pension freedoms.
Fidelity Adviser Solutions 15th Sep 2025
UK market review: Stubborn inflation set to curb further easing
The FTSE 100 Index reached a new all-time high during August amid widespread hopes that the US Federal Reserve will implement an interest-rate cut in September.
Adviser-Hub 15th Sep 2025
Market briefings look back at August
A selection of articles, written by our expert investment writers that cover the markets looking back through August.
Sophistication delivered simply
Aberdeen Investments explains how MyFolio supports clients' long-term goals with simplicity at its core.
Aberdeen Investments 11th Sep 2025
Is it cake? The inflation episode
Markets are asking: is it inflation? Aberdeen Investments believes the Fed’s next move could hinge on the answer.
Gap between reality and expectations threatens retirement goals
In Fidelity’s 2025 European Investor Sentiment Survey, the majority of respondents say they’re on track to meet their pension income goals – yet they don’t feel ready for a...
Fidelity International 11th Sep 2025
Aberdeen Investments | Sophistication delivered simply
Aberdeen Investments | How MyFolio can help your clients invest with an ESG focus
The MyFolio Enhanced ESG ranges combine Aberdeen Investments’ proven process with a focus on sustainability.
Global updates: US rate cut looms
Hopes of a September interest rate cut in the US provided a boost for global equity markets.
Adviser-Hub 11th Sep 2025
US electric utilities: stability amid uncertainty
Amid the ongoing uncertainty of tariffs and geopolitics, one area of the corporate bond market that stands out as providing a stable and reliable source of income is the US electric utility sector....
Capital Group 10th Sep 2025
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