Adviser-Hub articles

abrdn_analyst0900625 Podcast

Capital Group | Inside the AI supply chain

Capital Group equity investment analyst Timur Sugito breaks down the dynamics of the semiconductor industry and its impacts on the current AI boom.

Capital Group 25th Mar 2026

cgp_capconv100625 Podcast

Capital Group | You can’t model human behaviour

Long-term investing success comes from experience, humility and learning across market cycles – not short-term forecasting. Capital Group equity analyst Cyana Chilton shares why disciplined,...

Capital Group 25th Mar 2026

cpg_podcastimga Podcast

Capital Group | Adventures in emerging markets investing

Lisa Thompson, a portfolio manager for Capital Group New Geography Equity ETF, shares how her decades of experience covering emerging markets helped her get comfortable with uncertainty, volatility...

Capital Group 25th Mar 2026

abrdn_five240326 Partner Zone

Five things to know about bonds amid current geopolitical volatility

Aberdeen review why bonds aren’t behaving like a safe haven this time.

Aberdeen Investments 24th Mar 2026

cpg_iran190326 Partner Zone

How the Iran war changes the economic outlook

War in Iran has injected new uncertainty into the global economy, says Capital Group, reviving concerns that high oil prices could drive up inflation, strain consumer spending, and weigh on economi...

Capital Group 24th Mar 2026

Article-Puzzle-01-smll2024 Partner Zone

Confidence and a K-shaped economy

Companies are experiencing a once-in-a generation investment boom across a growing list of industries, but this year’s Fidelity International Analyst Survey sees signs that AI is already supp...

Fidelity International 23rd Mar 2026

fil_japan230326 Partner Zone

Japan’s equity revival: an opportunity in a fragmenting world

Min Zeng, manager of the Fidelity Japan Value Fund, reveals why he believes Japanese equities currently offer a compelling opportunity in today’s fragmenting world.

Fidelity International 23rd Mar 2026

fil_china230326 Partner Zone

The Investor’s Guide to Asia: where next for China’s stock market?

In the latest episode of The Investor’s Guide to Asia, Fidelity portfolio managers Nick Price and Cynthia Chen discuss why Chinese stocks remain central to portfolios in an increasingly multi...

Fidelity International 23rd Mar 2026

fil_geopolitics230326 Partner Zone

Geopolitics, inflation, and the shifting dynamics of global bond markets

Fidelity International Global Fixed Income CIO Marion Le Morhedec reviews the impact of higher oil prices, shifting rate expectations, and so-far resilient credit markets.

Fidelity International 23rd Mar 2026

fil_rethink230326 Partner Zone

Rethinking 60/40 in a fragmenting world: building more resilient allocations

In a regime of higher macro volatility and greater geoeconomic fragmentation, Fidelity believes investors may need to take a broader and more layered approach to ensure portfolio stability.

Fidelity International 23rd Mar 2026

Analysis & Opinion

Confidence and a K-shaped economy

Companies are experiencing a once-in-a generation investment boom across a growing list of industries, but this year’s Fidelity International Analyst Survey sees signs that AI is already supp...

Fidelity International 19th Mar 2026

Article-Direction-05-smll2024 Analysis & Opinion

The Week: Could there be a market shock round the corner?

Markets have been relatively sanguine about the crisis in the Middle East. That might change at the crucial six-week mark. 

Adviser-Hub 19th Mar 2026

bg_tomorrow190326 Analysis & Opinion

Tomorrow’s marvels, today

With Baillie Gifford, explore private growth investing, mega-cap private companies, and the future of IPOs.

Baillie Gifford 19th Mar 2026

fil_geop190326 Analysis & Opinion

Geopolitics, inflation, and the shifting dynamics of global bond markets

Fidelity International Global Fixed Income CIO Marion Le Morhedec reviews the impact of higher oil prices, shifting rate expectations, and so-far resilient credit markets.

Fidelity International 19th Mar 2026

nione_em190326 Partner Zone

Reassessing emerging market equity allocations

Recent meetings with asset allocators across North America and Australia have highlighted an important question for Ninety One: how should allocators think about implementation to best capture the...

Ninety One 19th Mar 2026

© 2026, Copyrights Adviser-Hub. All Rights Reserved
Terms & Conditions | Privacy Policy | Modern Slavery statement | Cookie Policy