Adviser-Hub articles

Article-Animals-Bear-01-smll2024 Market Updates

Global updates: Global uncertainties

Geopolitical events took a new turn in June as Iran and Israel engaged in a short but intense ‘12-day war’ that also included a US military attack on three Iranian nuclear facilities

Adviser-Hub 8th Jul 2025

Article-Direction-05-smll2024 Market Updates

UK market review: Geopolitics dominate in June

Despite a turbulent start to 2025 – compounded by an escalation of ongoing conflict in the Middle East – UK equity markets performed relatively strongly over the first half of the year....

Adviser-Hub 8th Jul 2025

Article-Global-04-smll2024 Market Updates

Market briefings look back at June

A selection of articles, written by our expert investment writers that cover the markets looking back through June.

Adviser-Hub 8th Jul 2025

Partner Zone

Strategic acquisitions in tech: a quiet tailwind for portfolio performance

Fidelity’s Hyun Ho Sohn examines M&A’s role within the global technology sector, reflecting on past successful acquisitions involving portfolio holdings and outlining key recent dea...

Fidelity International 8th Jul 2025

Partner Zone

A renaissance underway for UK equities

Alex Wright, portfolio manager of Fidelity Special Situations & Special Values, examines the recent resurgence of UK equities and outlines why he expects outperformance to continue as buying in...

Fidelity International 8th Jul 2025

Partner Zone

Dollar dominance dimmed

Fidelity believes the recent US trade policy shift will have significant ramifications for US dollar exchange rates.

Fidelity International 8th Jul 2025

Article-Chart-01-smll2024 Analysis & Opinion

Emerging markets: the new orthodoxy

High fiscal spending, economic mismanagement, and geopolitical risk used to be the hallmarks of emerging markets rather than developed markets. Today, these characteristics are more likely to be fo...

Adviser-Hub 7th Jul 2025

Article-DowningStreet-01-smll2024 Analysis & Opinion

The Week: Rachel Reeves finds a friend in the bond market

It turns out the bond markets rather like Rachel Reeves as they contemplate her departure. 

Adviser-Hub 3rd Jul 2025

bg_european_030725 Analysis & Opinion

The European renaissance

Baillie Gifford explains why stronger growth prospects, political stability and fiscal momentum are making European assets more appealing than their US counterparts.

Baillie Gifford 3rd Jul 2025

fssa_rethink_030725 Analysis & Opinion

Market view: Rethink how rising market concentration affects your portfolio

Concentration in equity markets has reached unprecedented levels, raising critical questions about diversification, valuation, and risk for equity investors. First Sentier Investors tells us more.&...

FSSA Investment Managers 3rd Jul 2025

Article-America-02-smll2024 Analysis & Opinion

The new US administration: economic unorthodoxy

The incoming US administration has correctly diagnosed that the US has a fiscal problem. It has built up vast trade deficits with the rest of the world, its currency makes its exports uncompetitive...

Adviser-Hub 3rd Jul 2025

hube_balancedvid3_070725-1 VIDEO

Adjusting balance to manage risk – panel discussion video #3

If the risk relationship between developed and emerging markets has changed, how should this changing environment be reflected in a flexible portfolio? This is explored further in our latest panel...

Adviser-Hub 3rd Jul 2025

bg_positive_020725 Partner Zone

Positive Change Impact Report

What difference did companies make in the real world during 2024? From climate solutions to social progress, this annual impact report highlights how the companies the Baillie Gifford Positive Chan...

Baillie Gifford 2nd Jul 2025

abrdn_sovereign_020725 Partner Zone

The ‘sovereign ceiling’ in EM corporate bond ratings

Liam Blaikie considers the influence of the ‘sovereign ceiling’ in EM corporate bond credit ratings.

Aberdeen Investments 2nd Jul 2025

abrdn_decentwk300625 Partner Zone

Decent work: a framework for investors

What’s decent work, and what’s the issue?

Aberdeen Investments 2nd Jul 2025

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