Adviser-Hub articles

Analysis & Opinion

The Week: US rate rises to take ‘longer than expected’

Jay Powell has finally said what a lot of economists were thinking – US rate rises are some way off, but that shouldn’t deter the ECB and Bank of England. 

Adviser-Hub 17th Apr 2024

hubexc_Apr24_3a VIDEO

Opportunities in the US market today – panel discussion video #3

Market leadership is broadening out from its narrow focus on a handful of AI-related megacaps. Fund managers are exploring other growth themes, while also looking at small and mid cap companies onc...

Adviser-Hub 16th Apr 2024

Business Toolkit

The FCA’s Retirement income advice review

In their review, the FCA has identified some key areas for improvement for the retirement income advice market.

Fidelity Adviser Solutions 16th Apr 2024

cp_quanta Analysis & Opinion

Quantitative tightening: where does it go from here?

Based on recent statements from Fed governors, the most realistic scenario appears to be that the central bank will begin tapering the QT programme in June.

Capital Group 12th Apr 2024

cp_uselectiona Partner Zone

US election check-in: what to watch in the coming months

Capital Group’s veteran politics watcher John Emerson discusses how the picture is taking shape ahead of the US elections in November, and casts an eye over other polling activity around the...

Capital Group 12th Apr 2024

hubex_uselectionyraa VIDEO

Magnificent Seven or bust – panel discussion video #2

Seven companies led markets higher in 2023, but investors have started to reappraise them since the start of the year. It may be the start of a broadening out of US stock markets. There are plenty...

Adviser-Hub 11th Apr 2024

Analysis & Opinion

The Long View: four megatrends to watch

Capital Group’s portfolio managers and analysts are scouring the world for e.nduring trends that have the potential to transcend individual sectors and impact the broader investing landscape...

Capital Group 11th Apr 2024

fil_equitymka Analysis & Opinion

Equity markets suggest all is well... but is it really?

Fidelity Multi Asset Open range portfolio managers Chris Forgan and Caroline Shaw explain why they believe a cautious and flexible approach to asset allocation is prudent to navigate what comes nex...

Fidelity International 11th Apr 2024

abrdn_midusaa Analysis & Opinion

Global mid-caps: postcard from the USA

abrdn’s Anjli Shah shares insights from her recent trip to the US, including politics, the economy, and companies that impressed.

Aberdeen Investments 11th Apr 2024

ninety_latinama Analysis & Opinion

Notes from the road: something for everyone in Latin America

Whether it’s the strong structural story of Brazil or the alpha potential from Argentina’s reforming economy, Ninety One’s Nicolas Jaquier finds a compelling case for these two co...

Ninety One 11th Apr 2024

hubex_uselectionyra VIDEO

Are investors missing the vulnerabilities in the US economy? – panel discussion video #1

The US economy has gone from strength to strength in spite of higher interest rates. Nevertheless, some vulnerabilities are emerging - from high debt levels, to inflationary pressures. Do investors...

Adviser-Hub 10th Apr 2024

Analysis & Opinion

The Week: India: Asia’s great success story

India continues to grow at an impressive pace, but this has been reflected in financial market prices. Are there still opportunities for investors?

Adviser-Hub 10th Apr 2024

Partner Zone

Why investors may want to consider moving from cash to corporate bonds

Fidelity explains why a natural first step is short-dated high-quality corporate bonds and then all-maturity corporate bonds once the curve dis-inverts.

Fidelity International 9th Apr 2024

Partner Zone

Why China is an allocation still worth making

China is transitioning to a new growth model and, although ongoing headwinds may keep volatility elevated for some time, Fidelity believes an allocation to Chinese equities is still worth making.

Fidelity International 9th Apr 2024

abrdn_outlookvida VIDEO

abrdn | The Monthly Macro Outlook Video: Tackling the last mile of inflation

In the Monthly Macro video for March, Luke Bartholomew, Senior Economist, looks at whether the final stage of the battle against inflation will prove to be the hardest.

Aberdeen Investments 9th Apr 2024

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