Adviser-Hub articles

abrdn_equities220725 Partner Zone

Equities: Why invest in Europe's smaller companies amid US uncertainty

European small caps are positioned to benefit from US uncertainty. Could this overlooked asset class be the smarter way to invest in Europe right now?

Aberdeen Investments 22nd Jul 2025

abrdn_real220725 Partner Zone

Real Assets: Investing in a new world amid drive towards resilience

Europe is reindustrialising. Power grids are under pressure. Discover how supply chain resilience is reshaping investment in factories and infrastructure, and why this shift could define the next d...

Aberdeen Investments 22nd Jul 2025

cpg_dollor220725 Partner Zone

Why the dollar deserves more credit

US economic resilience, supportive interest rate differentials, and a potentially overestimated dollar risk premium suggest a more positive outlook for the dollar than market sentiment reflects, sa...

Capital Group 22nd Jul 2025

cpg_scenarios220725 Partner Zone

Scenarios for a fragmented world

As the world stands at a geopolitical crossroads, Capital Group’s Tom Cooney and Jayme Colosimo attempt to map out a range of possible scenarios for a new world order.

Capital Group 22nd Jul 2025

cpg_five220725 Partner Zone

Five insights on what is driving innovation in China

Having closely followed companies in China for 26 years, Capital Group equity investment analyst Johnny Chan has learned not to underestimate what businesses can achieve when it comes to making tec...

Capital Group 22nd Jul 2025

Partner Zone

Shifting market dynamics strengthen the case for global equity income

Fidelity Global Equity Income assistant portfolio manager Tristan Purcell examines the historical context of US market dominance and embedded risks in current concentration levels, while outlining...

Fidelity International 21st Jul 2025

Partner Zone

Global Contrarian Long/Short: a differentiated absolute return opportunity

In a shift from a world where investors were concerned about secular stagnation to one where inflation, public debt and interest costs are front of mind, absolute return strategies can play a cruci...

Fidelity International 21st Jul 2025

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Baillie Gifford | Upfront: Private companies, China and Scottish Mortgage

Financial journalist Cherry Reynard and investment specialist Chloé Darling-Stewart discuss Scottish Mortgage’s private holdings, while investment manager Linda Lin explains why China...

Baillie Gifford 21st Jul 2025

Partner Zone

Expanding horizons: understanding higher conviction active ETFs

Fidelity looks at how the ETF market is evolving with a focus on higher-conviction active ETFs and their potential applications.

Fidelity International 21st Jul 2025

Partner Zone

The case for quality in Europe

As the case for European equities gains wider recognition, Fidelity portfolio managers Fred Sykes and Marcel Stotzel explore the compelling opportunity for investing in world-class quality companie...

Fidelity International 21st Jul 2025

bg_china_sm_vid Partner Zone

Upfront: Private companies, China and Scottish Mortgage

Financial journalist Cherry Reynard and investment specialist Chloé Darling-Stewart discuss Scottish Mortgage’s private holdings, while investment manager Linda Lin explains why China...

Baillie Gifford 21st Jul 2025

abrdn_ukreal220725 Partner Zone

UK real estate market outlook Q3 2025

Returns have been gradually climbing since the start of the year, as capital growth has returned. Find out more about our UK real estate views.

Aberdeen Investments 21st Jul 2025

abrdn_aiexpert220725 Partner Zone

AI vs the AI Expert: A conversation about the future of investing

Can AI replace fund managers? Discover how artificial intelligence could transform investing – and what a leading researcher says about its promise, pitfalls and future.

Aberdeen Investments 21st Jul 2025

Analysis & Opinion

Positive Change Impact Report

Baillie Gifford’s annual Impact Report evidences how the companies they invest in are contributing solutions to big global challenges.
 

Baillie Gifford 17th Jul 2025

Article-DonaldTrump-01-smll2024 Analysis & Opinion

The Week: Trump always chickens out – or does he?

Markets have shrugged off another round of tariff talk from the White House, but are they being too optimistic?

Adviser-Hub 17th Jul 2025

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