Adviser-Hub articles

ninety_vala Partner Zone

Valuations need to tell the whole story

While the P/E ratio is a popular and commonly used metric in equity valuation, Ninety One firmly believes that a healthy dose of caution is required.

Ninety One 10th May 2024

ninety_allnotha Partner Zone

All or nothing

People tend to underestimate the risk of losing everything – to maximise long-term compounding, every investor should take care to mitigate the risk of...

Ninety One 10th May 2024

Analysis & Opinion

The Week: Who’d be a central banker?

A rate cut always looked unlikely, but the devil will be the detail as the Bank of England shows its working.

Adviser-Hub 9th May 2024

fil_chartrm9524a Analysis & Opinion

The dividend pay-off

Fidelity’s Aditya Shivram examines the data behind his belief that a focus on dividends is just as important as capital appreciation, and why it could lead to more sustainable and lower volat...

Fidelity International 9th May 2024

bny_asian9524a Analysis & Opinion

Asia’s changing income story

Newton portfolio manager Zoe Kan assesses a shifting investment landscape in Asia – one that looks towards a more income-oriented approach to the region.

BNY Mellon Investment Management 9th May 2024

Business Toolkit

Capital Gains and Investment Accounts

At face value, calculating the gains or losses on an investment seems a relatively straightforward process. In reality, it can be quite complicated.

Fidelity Adviser Solutions 7th May 2024

Analysis & Opinion

Algorithmic alchemy: investing with optimism in AI

As well as investing in many leading artificial intelligence companies, Baillie Gifford is exploring uses of AI to improve how they invest on behalf of their clients.

Baillie Gifford 2nd May 2024

Analysis & Opinion

What if the Fed doesn’t cut interest rates this year?

Capital Group’s Darrell Spence sees three solid reasons to keep the federal funds rate right where it is throughout 2024.

Capital Group 2nd May 2024

Analysis & Opinion

Cash has further to run

As interest rates are expected to stay higher for longer, so should the relative attractiveness of cash in investment portfolios, says Fidelity

Fidelity International 2nd May 2024

ninety_dralphaa Podcast

Ninety One | How active can drive alpha

Every investor has probably formed their own opinion on this topic – let Ninety One talk you through why they believe their active quality approach can help them beat the benchmark over the l...

Ninety One 1st May 2024

ninety_vala Podcast

Ninety One | Valuations need to tell the whole story

While the P/E ratio is a popular and commonly used metric in equity valuation, Ninety One firmly believes that a healthy dose of caution is required.

Ninety One 1st May 2024

ninety_allnotha Podcast

Ninety One | All or nothing

People tend to underestimate the risk of losing everything – to maximise long-term compounding, every investor should take care to mitigate the risk of going bust, says Ninety One.

Ninety One 1st May 2024

Analysis & Opinion

The Week: China: finally, a turnaround?

Few dispute the difficulties still facing the Chinese economy. However, they may not prevent a revival in the country’s stock market. 

Adviser-Hub 1st May 2024

cp_fed30424a Partner Zone

What if the Fed doesn’t cut interest rates this year?

Capital Group’s Darrell Spence, Economist, sees three solid reasons to keep the federal funds rate right where it is throughout 2024.

Capital Group 30th Apr 2024

cp_eurol30424a Partner Zone

Can Europe’s largest economy adapt to a shifting global landscape?

Despite intensifying concerns around deindustrialisation, German manufacturing is quickly adapting to the new economic paradigm.

Capital Group 30th Apr 2024

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