Adviser-Hub articles

nione_beware030226 Partner Zone

Beware the crowded trade

If investors turn their attention to rising concentration and valuation risks in the market and the AI theme becomes less dominant, Ninety One expects the defensive qualities of select stocks to re...

Ninety One 3rd Feb 2026

nione_china030226esg Analysis & Opinion

China: investing in the world’s first electro-state

Following recent research trips, the Ninety One Global Environment team report back from the world’s first ‘electro-state’.

Ninety One 3rd Feb 2026

bg_climate030226esg Analysis & Opinion

Climate Scenarios summary: part 3

Baillie Gifford’s new scenario explores the current trend of energy addition, not transition, where clean power scales rapidly atop a persistent fossil base.

Baillie Gifford 3rd Feb 2026

fil_invest030226esg Analysis & Opinion

Investing in a power supercycle

Fidelity Climate Solutions portfolio manager Alexander Laing discusses how investors can tap into a multi-year structural runway for renewables and the equipment that enables them, and outlines opp...

Fidelity International 3rd Feb 2026

Article-balance-01-smll2024 Analysis & Opinion

The Week: The Mag7: a slow deflation looms

The end of the Mag7 bubble may be a slow deflation rather than a dramatic bang. 

Adviser-Hub 29th Jan 2026

fil_unique290126ao Analysis & Opinion

Market view: Unique opportunities in global mid- and small-caps

The team behind Fidelity’s Global Future Leaders strategy highlight the unique investment opportunities to be found within the mid- and small-cap markets.

Fidelity International 29th Jan 2026

abrdn_ukreal220725 Analysis & Opinion

Market view: UK real estate market outlook – Q1 2026

UK real estate looks set to deliver healthy returns in 2026. Aberdeen explains why.

Aberdeen Investments 29th Jan 2026

bg_forge290126ao Analysis & Opinion

The forge of intelligence

From models to matter, Baillie Gifford investment manager John MacDougall explores the rise of physical AI. 

Baillie Gifford 29th Jan 2026

cpg_midterm290226 Partner Zone

How US midterm elections affect the markets

This pivotal contest is just ten months away, says Capital Group – and the campaign starts in earnest next month when President Donald Trump delivers the State of the Union Address. 

Capital Group 29th Jan 2026

bg_smupdateq4280126vid VIDEO

Baillie Gifford | Scottish Mortgage Portfolio Update Q4 2025

Investment Specialist Hamish Maxwell reflects on the 'Golden Age of Change' driven by AI, highlights strategic portfolio exposure in transformational growth areas, and reviews recent trades...

Baillie Gifford 28th Jan 2026

bg_smupdateq4280126smll Partner Zone

Scottish Mortgage Portfolio Update Q4 2025

Investment Specialist Hamish Maxwell reflects on the 'Golden Age of Change' driven by AI, highlights strategic portfolio exposure in transformational growth areas, and reviews recent trades...

Baillie Gifford 28th Jan 2026

nione_energy280126 Podcast

Ninety One | Energy, geopolitics, and markets: reflections from Miami

Sahil Mahtani, Director of Ninety One’s Investment Institute, and Paul Gooden, Portfolio Manager for Global Natural Resources, discuss Venezuela and broader energy themes following the Goldma...

Ninety One 28th Jan 2026

cgp_capconv100625 Podcast

Capital Group | Building resilience into portfolios over the long term

Equity portfolio manager Aline Avzaradel discusses her approach to building resilient portfolios, shaped by experiences ranging from growing up during Brazil’s hyperinflation to investing thr...

Capital Group 28th Jan 2026

abrdn_analyst0900625 Podcast

Capital Group | European utilities: unlocking growth in the grid revolution

Capital Group equity investment analyst and portfolio manager Bobby Chada outlines what European utilities companies can bring to a portfolio and why their traditional ‘boring’ label is...

Capital Group 28th Jan 2026

cpg_podcastimga Podcast

Capital Group | Washington watch: outlook for the US midterm elections

Capital Group political economist Matt Miller discusses his outlook for the US midterm elections, along with other major events that are likely to shape the policy landscape in the new year.

Capital Group 28th Jan 2026

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