Adviser-Hub articles

cpg_high080926pp Partner Zone

What higher interest rates could mean for stocks and bonds

Bonds have been anything but boring this summer. Capital Group explores whether recent volatility signals a looming crisis or a broader shift to a world of higher interest rates.

Capital Group 8th Sep 2026

bg_high080926pod Podcast

Baillie Gifford | The new shape of European growth

Polish fashion, Greek banks, German cookers: discover why Baillie Gifford’s European portfolios now hold a broader range of companies. Capital at risk.

Baillie Gifford 8th Sep 2026

cpg_podcastimga Podcast

Capital Group | Market leadership: US vs international stocks

Capital Group portfolio managers Lisa Thompson and Diana Wagner discuss the merits of US, international and emerging markets stocks. So far this year, emerging markets are winning, but can that con...

Capital Group 8th Sep 2026

fil_wave040926ao Analysis & Opinion

Market view: Riding the next wave of US earnings growth

Stephen DuFour, portfolio manager of the FF2 - Focused Stock Fund, reviews the shifting dynamics in the US equity market and reveals three areas that offer particularly compelling opportunities in...

Fidelity International 4th Sep 2026

abrdn_listed040926ao Analysis & Opinion

Listed alternatives: finding new sources of income and diversification

Aberdeen explores what to do when traditional portfolio construction is becoming more challenging.

Aberdeen Investments 4th Sep 2026

nione_verdant040926esg Analysis & Opinion

Verdant/PHESI: pioneering wind power and storage project in the Philippines

Ninety One portfolio manager Matt Christ describes a private credit deal that taps into two major themes: the transition to low-carbon economies and infrastructure growth in emerging markets.

Ninety One 4th Sep 2026

fil_systemic040926ao Analysis & Opinion

Systemic stewardship: engaging sovereigns and other influential stakeholders

Fidelity explores how investors can widen their impact with systemic stewardship.

Fidelity International 4th Sep 2026

abrdn_infrast040926esg Analysis & Opinion

Infrastructure: can roads ever be sustainable?

Can road infrastructure support sustainability goals? It depends on how it's managed, says Aberdeen.

Aberdeen Investments 4th Sep 2026

abrdn_myfolio0826esg Analysis & Opinion

How MyFolio can help your clients invest with an ESG focus

The MyFolio Enhanced ESG ranges combine Aberdeen Investments’ proven process with a focus on sustainability.

Aberdeen Investments 4th Sep 2026

Article-Chart-01-smll2024 Analysis & Opinion

The Week: calming the bond market

The US administration appears on a collision course with the bond markets as it fails to understand the problem.

Adviser-Hub 3rd Sep 2026

nione_em270826ao Partner Zone

EM still in its multi-year ascent

It has been another strong year for EM equities, but Ninety One’s Archie Hart and Varun Laijawalla explain the key reasons why they remain positive regarding the outlook.

Ninety One 3rd Sep 2026

nione_beyond030926pp Partner Zone

Beyond the one-way trade

For years, capital has gravitated to the US – but, as the world tilts on its axis, Ninety One believes the investment map is beginning to redraw itself.

Ninety One 3rd Sep 2026

fil_select020926 Partner Zone

There’s more to selecting equity index funds than low fees

Fidelity’s Jason Humphrey provides his expert insight into what should be on investors’ due diligence checklist when selecting equity index funds.

Fidelity International 2nd Sep 2026

fil_invest020926 Partner Zone

Why the investment case for China is strengthening

Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, outlines why he believes the outlook for Chinese equities has become increasingly compelling.

Fidelity International 2nd Sep 2026

fil_energy270826ao Partner Zone

Energy price transmission is muted, but inflation risks remain

Mike Riddell, Portfolio Manager of the Fidelity Strategic Bond Fund, discusses the key drivers shaping rates markets, and where he sees the risks and opportunities for bond investors.

Fidelity International 2nd Sep 2026

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