Adviser-Hub articles

ninetyo_ballota Partner Zone

The year of the ballot

More than 50 countries go to the polls in 2024 – with FX volatility likely, Ninety One has produced this piece to help investors navigate this year.

Ninety One 30th Jul 2024

ninetyo_quartreviewa Partner Zone

Quarter two in review

It was a mixed second quarter for capital markets, with various election results driving up volatility.

Ninety One 30th Jul 2024

Partner Zone

Whatever happened to the US recession?

In the not-too-distant past, the US was widely predicted to be heading for recession, but both its economic prospects and stock market have since surged ahead and confounded expectations. Maroun Yo...

Fidelity International 26th Jul 2024

Partner Zone

Will political change spark a resurgence in UK equities?

After years of underperformance, UK equities could be on the cusp of a much-needed revival in fortunes as the fundamental environment becomes more stable. Alex Wright, portfolio manager of Fidelity...

Fidelity International 26th Jul 2024

Partner Zone

Will French luxury win gold at the Olympics?

With visitors heading to Paris for this summer’s Olympics, which French companies stand to benefit? Marcel Stötzel, portfolio manager of the Fidelity European Fund and Fidelity European...

Fidelity International 26th Jul 2024

Partner Zone

Political stability will help reduce UK macro underperformance

Global Head of Macro & Strategic Asset Allocation Salman Ahmed outlines how Labour’s landslide general election victory has the potential to drive a notable shift in the UK macro landscap...

Fidelity International 26th Jul 2024

Partner Zone

Webcast: China Macro & Policy Insights: Controlled stabilisation

As the macro picture in China shows signs of incremental improvements, our locally-based team share their perspectives on how this is impacting the investment environment. They discuss how policy s...

Fidelity International 26th Jul 2024

Partner Zone

Back to the future for bonds

With Labour winning a commanding majority, it appears that we are back to the 1990s and early 2000s in terms of political regime change, and perhaps even for bond markets. Here, our UK fixed income...

Fidelity International 26th Jul 2024

Analysis & Opinion

The Week: UK turnaround?

It’s not the first time a turnaround has been flagged for the UK market, but this time, it could be different.

Adviser-Hub 25th Jul 2024

bny_trioa Analysis & Opinion

A trio of transformational themes

Newton mixed assets portfolio manager Simon Nichols considers three global investment themes he thinks could have a positive influence on multi-asset portfolios.

BNY Mellon Investment Management 25th Jul 2024

abrdn_masa Analysis & Opinion

Market view: Are M&As and buybacks about to drive markets?

Read abrdn’s latest thoughts on the potential impact of corporate activity on the direction of major stock markets around the world – is it a case of ‘good news’ or ‘b...

Aberdeen Investments 25th Jul 2024

cg_chinaa-1 Analysis & Opinion

Market view: Beyond China: exploring Asia's equity landscape

Capital Group equity portfolio manager Chris Thomsen discusses opportunities he is currently seeing across India, the Philippines, Vietnam and Indonesia.

Capital Group 25th Jul 2024

sm_lawrenceb VIDEO

Baillie Gifford | Scottish Mortgage manager insights: Lawrence Burns

Deputy manager Lawrence Burns discusses how various companies within the Scottish Mortgage portfolio are harnessing the power and potential of artificial intelligence. Capital at risk.

Baillie Gifford 25th Jul 2024

Partner Zone

Scottish Mortgage manager insights: Lawrence Burns

Deputy manager Lawrence Burns discusses how various companies within the Scottish Mortgage portfolio are harnessing the power and potential of artificial intelligence. Capital at risk.

Baillie Gifford 25th Jul 2024

nineone_asharesa Podcast

Ninety One | China A-shares are back

Ninety One’s Wenchang Ma and Joanna Yang, Portfolio Managers, sit down to discuss China A shares following a strong start to 2024.

Ninety One 24th Jul 2024

© 2025, Copyrights Adviser-Hub. All Rights Reserved
Terms & Conditions | Privacy Policy | Modern Slavery statement | Cookie Policy