Adviser-Hub articles

Article-Technology-03-smll2024 Analysis & Opinion

Harnessing growth themes in emerging markets

For more than a decade, investors have been focused on a single growth theme – AI – and on a single country – the US. Emerging markets not only have exposure to the AI supply chai...

Adviser-Hub 31st Mar 2025

Article-DowningStreet-01-smll2024 Market Updates

Spring Statement 2025: ISA reforms loom

Chancellor of the Exchequer Rachel Reeves’ Spring Statement included downgrades to growth forecasts, higher defence expenditure, and further cuts to welfare spending.

Adviser-Hub 28th Mar 2025

Partner Zone

Fed will wait and see on tariffs

March’s meeting saw the US Federal Reserve firmly in wait and see mode. Tariffs and growth are the issues.

Fidelity International 27th Mar 2025

Partner Zone

Strat chat: Unwinding of the US exceptionalism trade

Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and outlines his views across the strategy’s main alpha sources. Against...

Fidelity International 27th Mar 2025

Article-DowningStreet-01-smll2024 Analysis & Opinion

The Week: The Spring Statement and the gilt market

The Chancellor appears to have appeased the gilt market with the Spring Statement, but can it last?

Adviser-Hub 27th Mar 2025

Partner Zone

US equities sell-off will create opportunities

Tariffs, funding freezes, and government spending cuts have caused investors to reassess the outlook. The chances of stagflation have grown, but policy will stabilise, and opportunities will appear...

Fidelity International 27th Mar 2025

Partner Zone

UK: a fertile hunting ground for contrarian investors

The unpopularity of the UK market in recent years has made it an attractive hunting ground for contrarian value investors. While investors continue to be seduced by the charms of the US technology...

Fidelity International 27th Mar 2025

Partner Zone

Podcast: The Investor’s Guide to Asia: Forced to innovate

Negative headlines about geopolitics might suggest Asian companies will struggle to push technological boundaries. Quite the opposite, say Fidelity portfolio manager Tina Tian and technology analys...

Fidelity International 27th Mar 2025

Article-China-01-smll2024 Analysis & Opinion

Emerging markets' two behemoths: China and India explored

China and India remain the dominant forces in emerging markets. They have helped change the nature of emerging market investment, shifting its geographic and sector composition. What are their pros...

Adviser-Hub 27th Mar 2025

HE_fractured270325 VIDEO

Emerging markets in a fractured world – panel discussion video #3

In an unsettled world, how are fund managers positioning themselves for the challenges that lie ahead? How are they handling the tariff situation, for example, and are they taking any significant e...

Adviser-Hub 27th Mar 2025

HE_emvid2_260325 VIDEO

Harnessing growth themes in emerging markets – panel discussion video #2

Emerging markets are home to many of exciting global themes, but at a fraction of the price. Taiwan, for example, holds much of the semiconductor supply chain, while China has real prowess in clean...

Adviser-Hub 26th Mar 2025

nione_banks260325 Partner Zone

Crisis, central banks and a comeback: why gold equities shine today

Investors looking for opportunity in today’s uncertain markets should take a fresh look at gold equities. While the long-term case for gold is well established, immediate market dynamics are...

Ninety One 26th Mar 2025

nione_gemai260325 Partner Zone

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

nione_brazil2600325 Partner Zone

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.

Ninety One 26th Mar 2025

nione_treadlines260325 Partner Zone

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...

Ninety One 26th Mar 2025

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