Adviser-Hub articles

Article-Animals-Bear-01-smll2024 Analysis & Opinion

The Week: Will the Iran conflict destroy the optimism of the Spring Statement?

Reeves is determined that the UK economy is on the right track: but will the Iran conflict derail it?

Adviser-Hub 5th Mar 2026

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Human judgement in an era of AI

AI is a powerful tool, but Baillie Gifford believes investing still depends on human exploration, judgement and synthesis. 

Baillie Gifford 5th Mar 2026

hub-exclusives-banner-alternatives-33 Analysis & Opinion

Market view: Diversification is an edge, not a compromise

Rebecca McVittie, Investment Director, Fidelity Global Special Situations strategy, explains how diversification can enhance portfolio resilience while supporting long-term value creation for inves...

Fidelity International 5th Mar 2026

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Finding opportunities in Vietnam

Vietnam's cities rarely pause. It's a sign the economy has remained resilient. The Scottish Oriental Smaller Companies Trust team explore one of Asia's most compelling growth stories.

Baillie Gifford 5th Mar 2026

Article-DowningStreet-01-smll2024 Market Updates

Spring Statement 2026: Geopolitics could derail forecasts

The government’s Spring Statement was overshadowed by unfolding events in the Middle East as the Office for Budget Responsibility warned that escalating conflict in the region “could ha...

Adviser-Hub 4th Mar 2026

hub-exclusives-banner-alternatives-33 Analysis & Opinion

Diversification is an edge, not a compromise

Rebecca McVittie, Investment Director, Fidelity Global Special Situations Fund, explains how diversification across geographies, styles and time horizons can enhance portfolio resilience while supp...

Fidelity International 4th Mar 2026

nione_globalequity040326 Partner Zone

Global equity: a resurgence of core

Investors are facing a new market regime with markedly different characteristics, says Ninety One. As market leadership broadens and rotations accelerate, investors are reassessing the role of core...

Ninety One 4th Mar 2026

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A different perspective on high-yield markets

Reflecting on recent developments in the high-yield corporate debt market, Ninety One’s Ellie Clapton and Darpan Harar provide pointers on how to identify the most attractive investment oppor...

Ninety One 4th Mar 2026

Article-Chart-03-smll2024 Analysis & Opinion

The Week: The shape-shifting investment trust sector

Investment trust boards have worked hard to adapt to a new investment environment. Their efforts may be paying off.

Adviser-Hub 26th Feb 2026

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How to spot an AI bubble

With so much money pouring into AI, it’s natural to wonder if today’s investments are signs of a bubble. That’s why Capital Group’s team is tracking signs of volatility as w...

Capital Group 25th Feb 2026

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Unleashing the potential

Emerging market debt (EMD) has become increasingly appealing to a broader investor base as the asset class has developed. Capital Group explores the opportunities created by navigating local curren...

Capital Group 25th Feb 2026

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Rob Lovelace on the year ahead

In a wide-ranging Q&A , Capital Group’s veteran equity portfolio manager Rob Lovelace offers his view on where stock markets are headed.

Capital Group 25th Feb 2026

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High yield: investing in a transformed credit ecosystem

The structural evolution of the high yield market has reshaped this asset class into something very different from its origins.

Capital Group 25th Feb 2026

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Macro brief: five questions on the European Central Bank – will it really hike interest rates in 2026?

Given her view that inflation risks in the euro area are higher than expected, Capital Group economist Beth Beckett suspects it won’t be long before the ECB adopts a hawkish bias.

Capital Group 25th Feb 2026

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Baillie Gifford | China’s new growth leaders: inventing, not copying

Sophie Earnshaw, investment manager on Baillie Gifford’s China Equities Team, examines China’s new generation of growth companies. She explains why innovation – not imitation &nda...

Baillie Gifford 24th Feb 2026

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