Adviser-Hub articles

324234 Podcast

Baillie Gifford | Where obsession meets opportunity: Japan’s ‘overlooked’ small caps

From AI-augmented weather forecasts to helping people with disabilities get hired, Baillie Gifford explores some of Japan’s most innovative growth companies.

Baillie Gifford 4th Nov 2025

34243 Podcast

Fidelity International | Fidelity Answers: how to reimagine investing for an ageing world?

This month’s Fidelity Answers gets its teeth into one of our industry’s red button issues: how we all deal with the financial pressures of a longer lifespan.

Fidelity International 4th Nov 2025

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Capital Group | US versus non-US equities: is the tide turning?

Capital Group portfolio managers Diana Wagner and Chris Thomsen explore what’s driving global markets and how investors can adapt.

Capital Group 4th Nov 2025

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Macro Brief: Can Korea follow in Japan’s footsteps to unlock shareholder value?

Over the past decade, shareholder returns in Asia have lagged the US, highlighting the need for change. Korea launched the Corporate Value-Up Program in 2024, designed to align corporate practices...

Capital Group 4th Nov 2025

2321 Partner Zone

Investing in unstoppable trends

Veteran portfolio manager Mark Casey shares insights into how and why he looks for investment opportunities in what he considers to be unstoppable market trends.

Capital Group 4th Nov 2025

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The Week: AI bubble? The jury is still out

Tech earnings do little to settle the debate over whether AI stocks are overvalued.

Adviser-Hub 30th Oct 2025

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Lost and found: tracking down old pensions

The average UK worker has 11 jobs  in their lifetime. Add a few house moves and everything else that life can throw at you, it’s no wonder that many people lose track of their pension sc...

Adviser-Hub 30th Oct 2025

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Multi-Asset Strategy Quarterly – September 2025

Ninety One's multi-asset growth team provides insights into the macroeconomic environment that informs their investment outlook for the coming quarter. This includes concise summaries of their...

Ninety One 28th Oct 2025

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World Equity Enhanced Index wins RSMR 'Best New Rating' award

Why did this independent research company honour the fund with an award? Find out here.

Aberdeen Investments 28th Oct 2025

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Baillie Gifford | Scottish Mortgage Portfolio Update Q3 2025

Investment Specialist Hamish Maxwell reflects on how artificial intelligence and other structural shifts are redefining industries, highlights portfolio exposure across transformational growth area...

Baillie Gifford 27th Oct 2025

Partner Zone

Why now for emerging markets?

A weaker US dollar and signs of a potential recovery for China are making emerging market equities a more attractive proposition for investors. Fidelity Emerging Markets portfolio managers Nick Pri...

Fidelity International 23rd Oct 2025

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The Week: What explains the UK’s falling bond yields?

UK gilt yields have been falling, giving the Chancellor some much-needed headroom

Adviser-Hub 23rd Oct 2025

Partner Zone

30 years of Fidelity MoneyBuilder Corporate Bond

30 years since launch, Fidelity MoneyBuilder Corporate Bond has reached a major milestone. To mark the occasion, we brought together the portfolio managers that shaped its journey. They reflect on...

Fidelity International 23rd Oct 2025

Partner Zone

Strat chat: A new era of global savings scarcity?

As global finance ministers and central bankers convene at the IMF and World Bank meetings this week amid mounting fiscal strains and renewed trade tensions, Mike Riddell, portfolio manager of the...

Fidelity International 23rd Oct 2025

Partner Zone

Field Notes: How a fund manager judges consumer brand health

Consumer-facing companies live or die by the strength of their brand. But monitoring the health of a brand means looking well beyond the company’s financial reports.

Fidelity International 23rd Oct 2025

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