Adviser-Hub articles

nione_gold300925-1 Partner Zone

Why gold stocks can shine on

After talking with gold companies at this year’s Mining Forum Americas, Ninety One’s George Cheveley came away confirmed in his view that the outlook for this equity sector remains brig...

Ninety One 30th Sep 2025

nione_picture300925-1 Partner Zone

Picture this: short-sightedness in a mainstream credit market

Investors in investment-grade bonds have focused purely on yields in recent years, looking past historically tight credit spreads. With yields now falling, the market’s allure could fade, and...

Ninety One 30th Sep 2025

Article-business-01-smll2024 Business Toolkit

Slaying the dragon

Are your clients concerned about the impact of market downturns on their retirement plans?

Fidelity Adviser Solutions 26th Sep 2025

fil_marketv011025 Analysis & Opinion

Market view: Fidelity International Q4 investment outlook: broader is better

Markets are back in risk-on mode, but investors should be selective in their portfolio construction. Best now to carry a broad basket of assets.

Fidelity International 25th Sep 2025

nine_govern011025 Analysis & Opinion

Government bonds: the end of the shock absorber

Sticky inflation, rising fiscal strains and weak growth are eroding the role of bonds as a portfolio ballast, forcing investors to rethink defensive diversification, according to Ninety One’s...

Ninety One 25th Sep 2025

abrdn_markuk021025 Analysis & Opinion

Market view: UK smaller companies: feeling supersonic

Don’t look back in anger, says Aberdeen Investments – it may be worth considering an allocation to UK small caps now.

Aberdeen Investments 25th Sep 2025

Article-London-01-smll2024 Market Updates

The Week: Trussonomics three years on

The UK’s ill-fated flirtation with Trussonomics should stay front of mind for policymakers ahead of the Budget.

Adviser-Hub 25th Sep 2025

cpg_guessao_180925 Partner Zone

Guess who’s beating the Magnificent Seven?

If you were hunting for a group of stocks to dethrone the Magnificent Seven, there’s a good chance European banks weren’t top of your list, says Capital Group.

Capital Group 24th Sep 2025

cgp_inflation240925 Partner Zone

Inflation or employment? The Fed makes its choice

With September’s quarter-point interest rate cut – the first such move in nine months – Fed officials appear to have made the labour market a key concern.

Capital Group 24th Sep 2025

cpg_emdebt240925 Partner Zone

EM debt: cautious confidence in a shifting landscape

As we enter the final quarter of 2025, EM debt continues to demonstrate resilience against a complex global backdrop.

Capital Group 24th Sep 2025

nione_harness_240925 Podcast

Ninety One | Harnessing risk and unlocking opportunity in EM equities

Ninety One’s Jen Ford and Archie Hart share how discipline, bottom-up stock selection, and a clear risk framework can help unlock long-term value in EM equities.

Ninety One 24th Sep 2025

sb_TimCampbell_ppg Podcast

Baillie Gifford | Beyond the benchmark: why being different pays off

Baillie Gifford’s chief executive on the importance of long-termism, optimism and conviction – and what comes next.

Baillie Gifford 24th Sep 2025

cpg_podcastimga Podcast

Capital Group | The age of robots

Capital Group equity analyst Mihir Mehta explores the convergence of robotics with artificial intelligence and explains why companies are investing heavily in automation and humanoid robots.

Capital Group 24th Sep 2025

cpg_analystvw030425 Podcast

Capital Group | Health check for the pharmaceutical sector

Capital Group equity investment analyst Melissa Gallagher looks at why pharmaceuticals remain an attractive investment area and how obesity treatment and AI continue to drive innovation in this spa...

Capital Group 24th Sep 2025

cpg_podcastimga Podcast

Capital Group | From oil sands to OPEC: a disciplined approach to energy investing

Andrea Montero, an investment professional and energy sector specialist at Capital Group, joins Mike Gitlin to discuss the complexities of investing in oil and gas.

Capital Group 24th Sep 2025

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