Adviser-Hub articles

cpg_podcastimga Podcast

Capital Group | Stress testing AI Bulls vs. Bears

Capital Group equity portfolio manager Chris Buchbinder and economist Jared Franz stress test the bull and bear cases for AI.

Capital Group 21st May 2026

Article-Technology-03-smll2024 Analysis & Opinion

The Week: Markets in need of a new acronym as Mag 7 dominance shifts

Nvidia’s results confirm a new generation of technology leaders.

Adviser-Hub 21st May 2026

bg_frontiers210526ao Analysis & Opinion

Frontiers and frontlines: notes from the road

From AI labs to SpaceX, Baillie Gifford’s US Growth team looks for signals beyond desk research alone.

Baillie Gifford 21st May 2026

nione_making190526 Analysis & Opinion

Visible champions and invisible leaders

Ninety One’s research trip to China has reinforced that the energy transition and intelligent economy are accelerating – and investable.

Ninety One 21st May 2026

cpg_podcastimga Partner Zone

Capital Group | From medicine to markets: Long-term biotech investing

Physician turned Capital Group equity analyst Dr Judith Finegold explains how her clinical experience helps assess drug pipelines, clinical trials and long-term risk in biotech investing – we...

Capital Group 21st May 2026

Bridge_Sequence Partner Zone

Fidelity’s WealthBuilder Model Portfolio Service – built for what comes next

Help your clients stay on track with portfolios designed for a changing investment landscape. Powered by Fidelity’s global insights, WealthBuilder offers three clear ranges – Active, Bl...

Fidelity International 21st May 2026

cpg_ai190526 Partner Zone

How AI is reshaping US equity markets

In this environment, says Capital Group, deep fundamental research and careful security selection have become increasingly important.

Capital Group 19th May 2026

nione_making190526 Podcast

Ninety One | Making sense of recent market moves

Risks relating to the US private market and AI disruption have driven big moves in credit markets this year. Ninety One’s Co-head of Developed Market Credit Justin Jewell and Investment Direc...

Ninety One 19th May 2026

nione_visible190526 Podcast

Ninety One | Visible champions and invisible leaders

A research trip to China by Ninety One has reinforced that the energy transition and intelligent economy are accelerating – and investable.

Ninety One 19th May 2026

Enveda290426pp Podcast

Baillie Gifford | Scottish Mortgage podcast: Enveda

Founder and chief executive Viswa Colluru tells Scottish Mortgage manager Tom Slater how the AI-enabled business is pursuing a trillion-dollar opportunity. 

Baillie Gifford 19th May 2026

abrdn_ai190526 Podcast

Aberdeen Investments | Who's winning the AI race – and does it matter?

Aberdeen explores how the US and China are competing in AI, from models and semiconductors to power grids and government strategy, and asks whether it’s really a race at all – or someth...

Aberdeen Investments 19th May 2026

Article-Search-05-smll2024 Business Toolkit

Rethinking estate planning

Fidelity Adviser Solutions guides and insights can help you to face a new direction in retirement and estate planning, requiring earlier action, deeper client conversations and more integrated advi...

Fidelity Adviser Solutions 18th May 2026

fil-sdr251125 Analysis & Opinion

One year on: how SDR has reshaped the UK market for sustainable funds

Fidelity’s Jenn-Hui Tan outlines why progress will depend on the extent to which providers navigate regulatory complexity, distributors gain comfort with new labels, and market dynamics affec...

Fidelity International 18th May 2026

ah_fundinfocus banners2 Analysis & Opinion

Baillie Gifford – Cautious Managed Fund

Baillie Gifford’s Cautious Managed Fund builds on the four-decade success of the flagship Baillie Gifford Managed Fund. 

Baillie Gifford 18th May 2026

bg_spacex150526 Partner Zone

SpaceX: Pre IPO Briefing Note – Scottish Mortgage

Given the materiality of the SpaceX position within the Scottish Mortgage portfolio, and in light of recent speculation and uncertainty surrounding a potential SpaceX IPO, this communication aims t...

Baillie Gifford 15th May 2026

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