Adviser-Hub articles

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Don’t be fooled by the headlines, credit still looks good

Despite the headlines, Capital Group believes this remains a positive environment for credit.

Capital Group 3rd Apr 2025

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Will economic uncertainty knock the Fed off course?

Capital Group’s Timothy Ng, Fixed Income Portfolio Manager, explains his thinking about the probabilities behind the different scenarios, and considerations for portfolio positioning.

Capital Group 3rd Apr 2025

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Understanding tariffs in five charts

Tariffs are making headlines as the Trump administration implements trade policies. But what are they, why are they used, and how do they impact investors? Capital Group economists explain with fiv...

Capital Group 3rd Apr 2025

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Baillie Gifford | European growth: unique brands, hidden champions

From luxury goods to semiconductors, payment processing to treating opioid addiction: discover why taking a long-term approach to European growth stocks is more relevant than ever today. Baillie Gi...

Baillie Gifford 3rd Apr 2025

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Capital Group | Charting the course for tomorrow’s cruiseliners

The first episode of the Analyst View, Capital Group’s new podcast series, charts the future of the luxury cruise liner industry.

Capital Group 3rd Apr 2025

Partner Zone

Are European stocks coming back into favour?

From luxury goods to semiconductors, payment processing to treating opioid addiction: discover why taking a long-term approach to European growth stocks is more relevant than ever today. Baillie Gi...

Baillie Gifford 3rd Apr 2025

Partner Zone

Scottish Mortgage on Joby Aviation's air taxis'

Joby Aviation’s vision of speeding passengers above gridlocked streets from A to B is getting closer. Tom Slater, manager of Scottish Mortgage Investment Trust explains what it will take to b...

Baillie Gifford 3rd Apr 2025

Paice_Europe_video VIDEO

Baillie Gifford | Are European stocks coming back into favour?

From luxury goods to semiconductors, payment processing to treating opioid addiction: discover why taking a long-term approach to European growth stocks is more relevant than ever today. Baillie Gi...

Baillie Gifford 3rd Apr 2025

cpg_podcastimga Partner Zone

Charting the course for tomorrow’s cruiseliners

The first episode of the Analyst View, Capital Group’s new podcast series, charts the future of the luxury cruise liner industry.

Capital Group 3rd Apr 2025

Partner Zone

How to navigate US markets in 2025 and beyond

Fidelity’s investment team outline five key themes that may explain some of the short-term volatility, but ultimately underpin the compelling case for investing in US equity markets.

Fidelity International 1st Apr 2025

Partner Zone

Investing in times of greater uncertainty

Against an increasingly uncertain macroeconomic backdrop, a selection of Fidelity’s multi asset portfolio managers explore how they approach investing in this environment and how they have ta...

Fidelity International 1st Apr 2025

Partner Zone

Asia will fare best: Fidelity International analysts on tariffs and trade tensions

Geography matters when it comes to trade, according to Fidelity International’s analysts. The further east you go, the fewer expect tariffs to have an adverse effect on their companies.

Fidelity International 1st Apr 2025

Partner Zone

The case for Japan

Amid heightened global market volatility triggered by President Trump’s trade policies, Fidelity’s local investment team outline the attractive opportunities in Japan’s stock mark...

Fidelity International 1st Apr 2025

Partner Zone

Waves of change

Baillie Gifford investment manager Dave Bujnowski and investment specialist Phil Rae uncover how US market disruptions are reshaping growth opportunities for patient investors.

Baillie Gifford 1st Apr 2025

Partner Zone

Why ants, scaffolding and long jumps matter to growth investors

Baillie Gifford’s Kirsty Gibson explores the role of culture in successful organisations, and the common characteristics underpinning them.

Baillie Gifford 1st Apr 2025

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