Adviser-Hub articles

Partner Zone

Asia for Asia

Fidelity Asia portfolio manager Teera Chanpongsang discusses the outlook for Asia ex-Japan equities in 2026.

Fidelity International 7th Jan 2026

Partner Zone

FT Adviser: In conversation with Caroline Shaw

In a recent FT Adviser interview, Fidelity’s Caroline Shaw explored some of the key trends shaping today’s investment outlook – including how AI tailwinds, gold strength and emerg...

Fidelity International 7th Jan 2026

Partner Zone

Rethinking diversification in an age of higher correlations

Global markets are entering a new regime in which asset returns are more positively correlated. In this environment, Fidelity believes investors may need to rethink portfolio construction to achiev...

Fidelity Adviser Solutions 7th Jan 2026

Partner Zone

Taking a selective approach to Asia Pacific equity opportunities in 2026

Fidelity Asia Pacific Opportunities portfolio manager Anthony Srom explains why he is cautiously optimistic about Asian equities' prospects for 2026.

Fidelity International 7th Jan 2026

Article-London-01-smll2024 Market Updates

UK interest rate update: UK rates cut to 3.75%

UK interest rates were cut to their lowest level in almost three years at the Bank of England’s December monetary policy meeting.

Adviser-Hub 18th Dec 2025

bg_new181225 Partner Zone

Scottish Mortgage’s Tom Slater on the New Growth Epoch

Tom Slater, manager of Scottish Mortgage, argues that artificial intelligence represents a paradigm shift set to reshape the global economy with unprecedented speed. 

Baillie Gifford 18th Dec 2025

abrdn_global171225 Partner Zone

Global Economic Outlook: the cycle rolls on - for now

Will AI-driven growth keep global markets rolling, or are new risks on the horizon? Discover key forecasts for the US, China, Europe and Japan in our latest economic outlook.

Aberdeen Investments 17th Dec 2025

abrdn_monthly171225 Partner Zone

The Monthly Macro Outlook Video December 2025

Will AI drive growth or risk a bubble? Watch our video for our take on 2026’s key global economic trends.

Aberdeen Investments 17th Dec 2025

cpg_podcastimga Podcast

Capital Group | The trouble with unsustainable debt

Capital Group fixed income analysts Doug Kletter, Jason Davis and Arjun Madan take a deep dive into rising government debt in a panel discussion hosted by investment director Ed Harrold.

Capital Group 16th Dec 2025

Partner Zone

Real estate: how resilience yields opportunities in 2026

Resilience is reshaping real estate in 2026. Which sectors offer the best opportunities—and how can investors seek to future-proof their portfolios for a changing world?
 

Aberdeen Investments 16th Dec 2025

abrdn_infra161225 Partner Zone

Infrastructure: Transport as mainstay and as megatrend

Transport infrastructure is evolving in a world shaped by urbanisation, decarbonisation and digitalisation. Why should investors see transport as a mainstay—and a megatrend—for 2026 and...

Aberdeen Investments 16th Dec 2025

abrdn_marco161225 Partner Zone

Macro: 6 themes that will reshape investing in a new global order

Geopolitical tensions, economic fragmentation and shifting asset class correlations are redefining the investment landscape. Understanding these forces is essential for investors seeking resilience...

Aberdeen Investments 16th Dec 2025

abrdn_emequities161225 Partner Zone

EM equities: driving innovation and diversification for the next cycle

Emerging markets could drive global growth in the years ahead. We explore how investors can rethink equity portfolio strategy in a changing world.

Aberdeen Investments 16th Dec 2025

abrdn_emerging161225 Partner Zone

Emerging markets debt: how Trump's return is shaping opportunities

Emerging markets are adapting to Trump’s return, navigating tariffs and volatility. Will resilient economies and high yields create new opportunities for investors in 2026? Discover what&rsqu...

Aberdeen Investments 16th Dec 2025

abrdn_seeing161225 Partner Zone

Seeing the big picture: what art can teach us about modern portfolios

Pointillist art offers a compelling insight into building resilient portfolios—where each investment plays a role in shaping the whole.

Aberdeen Investments 16th Dec 2025

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