Adviser-Hub articles

Partner Zone

Companies in Europe still offer compelling opportunities

Fidelity European and European Trust portfolio managers Sam Morse and Marcel Stötzel share their outlook for 2025 and provide an insight into how they are looking to position the portfolios ag...

Fidelity International 17th Dec 2024

fil_contrarian161224 Podcast

Fidelity International | Is it contrarian to be a UK equities investor?

Fidelity’s Alex Wright speaks to Square Mile’s Jock Glover about the case for investing predominantly in the UK equity market and why being a big fish in a small pond can play to his ad...

Fidelity International 16th Dec 2024

cp_emd Partner Zone

EMD: A credible long-term asset allocation candidate

Capital Group’s paper highlights the importance of active management and bottom-up fundamental research in effectively navigating the multifaceted emerging market debt (EMD) landscape.

Capital Group 16th Dec 2024

Article-Chart-01-smll2024 Analysis & Opinion

The Week: emerging markets in the year ahead

Emerging markets should have been in a sweet spot for the year ahead, but the US election may have derailed that.

Adviser-Hub 12th Dec 2024

Market Updates

Global updates: Return of the tariff man 

Newsflow and sentiment in November were dominated by the US election and its outcome, as Donald Trump’s victory stoked expectations of deregulation, tax cuts, and fresh tariffs.

Adviser-Hub 11th Dec 2024

Market Updates

UK market review: Politics in focus

Politics – including the US election and the ongoing fallout from October’s Budget – absorbed much of the limelight in the UK during November. The Bank of England warned of mounti...

Adviser-Hub 11th Dec 2024

Market Updates

Market briefings looking back at November

A selection of articles, written by our expert investment writers that cover the markets looking back through November.

Adviser-Hub 11th Dec 2024

Partner Zone

Beyond Silicon Valley: the US’s other innovation hubs

The US’s most exciting and transformative companies are increasingly spread across thriving centres of innovation. Discover how Scottish Mortgage Investment Trust maps the US’s new econ...

Baillie Gifford 11th Dec 2024

bg_silicon111224 Partner Zone

Beyond Silicon Valley: the US’s other innovation hubs

The US’s most exciting and transformative companies are increasingly spread across thriving centres of innovation. Discover how Scottish Mortgage Investment Trust maps the US’s new econ...

Baillie Gifford 11th Dec 2024

Article-DonaldTrump-01-smll2024 Business Toolkit

Post-Budget and US election – is it time to invest again?

Fidelity’s Ed Monk examines how asset prices responded, which stock markets look cheap – and which don’t.

Fidelity Adviser Solutions 10th Dec 2024

Partner Zone

Tech opportunities to broaden beyond AI dominance

Fidelity Global Technology Strategy portfolio manager Hyun Ho Sohn shares his outlook for 2025 and provides an insight into how he is looking to position the portfolio against an evolving macro bac...

Fidelity International 5th Dec 2024

Partner Zone

Focus on high quality dividend companies set to continue

Fidelity Global Dividend and Sustainable Global Equity Income portfolio managers Dan Roberts and Aditya Shivram share their outlook for 2025 and how they are looking to position the portfolios agai...

Fidelity International 5th Dec 2024

fil_mixed51224 Analysis & Opinion

Market view: Mixed picture facing global fixed income investors

Fidelity Strategic & Flexible Bond portfolio managers Mike Riddell and Tim Foster share their outlook for 2025 and insights into how they’re looking to position the portfolios against an...

Fidelity International 5th Dec 2024

abrdn_five51224 Analysis & Opinion

Five things to look out for in 2025 with MyFolio

From inflation to diversification and SDR, abrdn explores the prospects for the year ahead.

Aberdeen Investments 5th Dec 2024

bg_great51224 Analysis & Opinion

The great US infrastructure rebuild

Spotting the winners from the great US infrastructure renaissance: Baillie Gifford explores the gold amid the grit of the US drive to repair its essential networks.

Baillie Gifford 5th Dec 2024

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