Adviser-Hub articles

nione_energy170725 Analysis & Opinion

The energy transition is on – just not how we expected

The energy transition hasn’t reversed; it’s just taking a different path to the one we expected, says Ninety One. Developed markets are going more slowly, but emerging markets are surpr...

Ninety One 17th Jul 2025

nione_netzero170725 Analysis & Opinion

Net-zero investing: searching for returns and real-world change

Ninety One’s paper sets out how to evolve the approach to net-zero investing to achieve the dual objectives of delivering decarbonisation in the real economy while optimising returns for clie...

Ninety One 17th Jul 2025

abrdn_celebrating170725 Analysis & Opinion

Celebrating three years of MyFolio Enhanced ESG Index

Aberdeen’s innovative range has passed a key milestone. What explains its popularity with clients?

Aberdeen Investments 17th Jul 2025

nione_deep160725 Partner Zone

A deep pool of undervalued opportunity

After ‘Liberation Day’, Ninety One wanted to build a clear picture of how companies are experiencing business on the ground and visited several over Q2. They liked a lot of what they sa...

Ninety One 16th Jul 2025

nione_unstop160725 Partner Zone

The unstoppable dollar meets the immovable Mr Trump

Dollar cycles are longer than others because four self-reinforcing forces create inertia and rarely reverse unless all four turn simultaneously. Ninety One believes Trump-era policies, fiscal strai...

Ninety One 16th Jul 2025

nione_end160725 Partner Zone

The end of the easy trade

For years, capital has gravitated to the US – but the next cycle is unlikely to resemble the last, and Ninety One believes the investment map is beginning to redraw itself.

Ninety One 16th Jul 2025

nione_oil160725 Partner Zone

Oil looks fragile, natural gas more buoyant

A visit to US energy companies reveals a cautious mood among oil executives. But the outlook for gas is more bullish.

Ninety One 16th Jul 2025

cgp_tariff150725 Partner Zone

Tariff resilience: what makes some companies stand strong?

Capital Group highlights some characteristics of companies that could be well positioned to weather the shifting tides of trade policy.

Capital Group 15th Jul 2025

cpg_everything150725 Partner Zone

‘Everything Everywhere All at Once’: 2025 mid-year outlook report

Staggering changes over the first half of 2025 have translated into high levels of market volatility – and, according to Capital Group veteran Jody Jonsson, we are living in very interesting...

Capital Group 15th Jul 2025

smmi-agm_lawrenceburns VIDEO

Baillie Gifford | Scottish Mortgage Manager Insights: Lawrence Burns

From the importance of unconventional methods to the ability to adapt in challenging environments, Lawrence Burns outlines common characteristics of a true outlier company. Capital at risk.

Baillie Gifford 15th Jul 2025

smmi-agm_lawrencebppg Partner Zone

Scottish Mortgage Manager Insights: Lawrence Burns

From the importance of unconventional methods to the ability to adapt in challenging environments, Lawrence Burns outlines common characteristics of a true outlier company. Capital at risk.

Baillie Gifford 15th Jul 2025

nione_european150725 Podcast

Ninety One | Time for European assets to shine

Ninety One’s Alex Holroyd-Jones, Multi Asset Portfolio Manager, discusses the evolving landscape in Europe as investors seek to diversify away from the US and into international markets.

Ninety One 15th Jul 2025

cgp_capconv100625 Podcast

Capital Group | Investing in South Asia's emerging markets: India’s embrace of free enterprise

Samir Parekh sits down with Mike Gitlin to talk about India’s shift towards wealth creation, and how political changes and demographics are serving as tailwinds.
 

Capital Group 15th Jul 2025

cpg_podcastimga Podcast

Capital Group | Made in America: can the U.S. rebuild its manufacturing might?

Capital Group economist Bobby Esnard shares his perspective on the potential benefits and challenges of bringing manufacturing back to the United States.

Capital Group 15th Jul 2025

fil_answr_150725 Podcast

Fidelity International | Fidelity Answers: What if Treasuries aren't so safe anymore?

Long-dated US Treasuries, the most popular go-to assets in times of uncertainty, have done a disappointing job this year of dampening volatility in portfolios. So what might you favour instead?&nbs...

Fidelity International 15th Jul 2025

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