Hidden GEMs: AI’s new power shift – how DeepSeek is challenging US tech supremacy
Ninety One’s Anton du Plooy discusses how DeepSeek's AI breakthrough is challenging US dominance, bypassing restrictions and reshaping global AI investment and geopolitics.
Ninety One 26th Mar 2025
How adversity is inspiring innovation in Brazil
High interest rates and uncertainty have created a challenging backdrop for Brazilian companies. But some businesses are using adversity to catalyse innovation.
Follow the trendlines, not the headlines
Tariffs are reshaping market dynamics—where are the opportunities for emerging market equity investors? Ninety One’s Varun Laijawalla explores the risks, the mispricings, and the strate...
Is it time to look beyond passive investing to enhanced indexation?
Discover a cost-efficient quantitative investment strategy with outperformance potential. Find out more with Aberdeen Investments.
Aberdeen Investments 25th Mar 2025
How to build a real net-zero portfolio
By focusing allocations on financing real-world emissions reduction and using engagement to encourage net-zero alignment, investors can help shift the economy toward a credible decarbonisation path...
Ninety One 25th Mar 2025
Positive Change: Investor Letter Q4 2024
The Baillie Gifford Positive Change team shares insights on Q4 2024, covering the strategy's recent performance, portfolio adjustments, and market influences.
Baillie Gifford 25th Mar 2025
Japan's Green Transformation Policy: are investors overlooking an opportunity?
aberdeen explains what this US$140 billion programme means for investors.
Reframing sustainable investing for high-yield bonds
The scope for sustainability advancements in companies that issue high-yield bonds is high, and bond investors can play a key role in this, says aberdeen.
Adviser-Hub Annual User Survey 2025
At Adviser-Hub, we value your opinion, and we invite you to take part in our annual survey. By participating, you not only contribute to improving the platform but also stand a chance to win a &pou...
Adviser-Hub 25th Mar 2025
Baillie Gifford | Scottish Mortgage Podcast: Nubank
Deputy manager Lawrence Burns chats with CEO David Vélez about how Nubank’s digital, fee-free banking experience has changed the game in Latin America, and how it could impact the fina...
Baillie Gifford 24th Mar 2025
Scottish Mortgage interviews Nubank CEO
In this podcast, Lawrence Burns chats with CEO David Vélez about how Nubank’s digital, fee-free banking experience could impact the financial landscape globally.
Emerging markets' two behemoths: China and India explored – panel discussion video #1
China has been a weak spot for emerging markets, but after a series of stimulus packages it is showing signs of recovery. How important is it for the fate or emerging markets more broadly? At the s...
Adviser-Hub 21st Mar 2025
The Week: fund managers cool on the US technology trade
Monthly fund manager survey finds little enthusiasm for US equities as Trump trade weakens.
Adviser-Hub 20th Mar 2025
Understanding tariffs in five charts
To help make sense of it all, Capital Group developed this guide to tariffs and their potential implications for the economy, markets and investors.
Capital Group 20th Mar 2025
Categories
Archives
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Authors
Tags
UPCOMING EVENTS
Thu, 26th, Mar Online Event
Sign up to our Hub News E-Newsletter