Adviser-Hub articles

fil_ukvaluea_vid VIDEO

Fidelity International | Webinar: The value in unloved UK equities

The recent strong relative performance of the UK equity market has gone largely unnoticed by investors, reinforcing its unloved status. Alex Wright, portfolio manager of Fidelity Special Situations...

Fidelity International 31st Jan 2024

Partner Zone

Is home bias always more desirable?

Home biases can exist within portfolios but is this due to investment rationale or historical norms? In a more economically and geographically diverse world, Chris Forgan portfolio manager of Fidel...

Fidelity International 31st Jan 2024

Partner Zone

Analyst Survey 2024: Ready for a reset

The past two years have been marked by a fear of how bad the first sustained economic slowdown since 2008 might become. Yet our annual analyst survey suggests the conditions are settling into place...

Fidelity International 31st Jan 2024

Partner Zone

Catching the inflection point in bond markets

Fixed income markets are approaching an inflection point amid signs of easing inflation and expectations of lower rates. As the impact of tight monetary policy edges the domestic economy towards re...

Fidelity International 31st Jan 2024

cg_roblvlacea Partner Zone

Rob Lovelace on what’s in store for 2024

Portfolio manager Rob Lovelace offers his view on where markets are headed, the rise of the Magnificent Seven, the interest rate environment, and select investment themes driving his portfolio deci...

Capital Group 30th Jan 2024

cpg_fxdinca Partner Zone

Fixed Income Perspectives

Quarterly macro and market insights from Capital Group’s fixed income team.

Capital Group 30th Jan 2024

cg_dovoppa Partner Zone

A dovish Fed could unlock opportunity …

… some caution is warranted, says Capital Group.

Capital Group 30th Jan 2024

cg_bondsa Partner Zone

Now may be the time for core bonds: five themes for 2024

With inflation falling and the Fed signalling an end to its historic tightening cycle, the landscape for bond investors is beginning to look much clearer.

Capital Group 30th Jan 2024

cp_aioppsa Partner Zone

Decoding the AI opportunity

As AI continues to proliferate, Capital Group has produced a framework to clarify the opportunities.

Capital Group 30th Jan 2024

Business Toolkit

Webinar replay: Financial planning considerations following a year of change

In a recent webinar, Fidelity Adviser Solutions’ Paul Richards, Paul Squirrell and Jon Hale ran through the key considerations for clients and how to quickly identify those who may need to ta...

Fidelity Adviser Solutions 29th Jan 2024

Partner Zone

Scottish Mortgage Investor Forum 2024 summary

From MercadoLibre revolutionising financial inclusion in Latin America to Moderna reinventing how to develop new drugs, the managers of Scottish Mortgage share the outsized opportunities that they...

Baillie Gifford 29th Jan 2024

Partner Zone

A long-term approach to short-term performance

The 2022 inflation shock left the Baillie Gifford Managed Fund out of favour, creating a fantastic opportunity. Client service director Gareth Roberts addresses a dip in performance, what we have l...

Baillie Gifford 29th Jan 2024

fil_richpka Podcast

Fidelity International | Rich pickings

What the lessons of 2023 can teach investors for the year ahead – from artificial intelligence to US resilience, Fidelity’s panel of multi asset portfolio managers discusses the big the...

Fidelity International 26th Jan 2024

abrdnhorizona Podcast

abrdn | Sustainable horizons

Evaluating COP28 and charting the path forward for climate action – insights from abrdn on the successes, challenges and imperatives of COP28. 

Aberdeen Investments 26th Jan 2024

abrdn_lotusbla Podcast

abrdn | Lotus blooming - will 2024 be an Indian summer

In the latest episode of abrdn’s Emerging Markets Equities podcast, Nick Robinson is joined by James Thom to explore opportunities in India.

Aberdeen Investments 26th Jan 2024

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