Adviser-Hub articles

ah_2vid15124a VIDEO

Challenges for the global economy in the year ahead – panel discussion video #2

A US recession has been long-anticipated, but could finally arrive in 2024. For the time being, the consensus is that it will be short-lived and shallow, but what happens if there is a more serious...

Adviser-Hub 14th Jan 2024

Analysis & Opinion

Interest rates and inflation

The trajectory of inflation and interest rates has dominated financial market movements over the past 12 months.

Adviser-Hub 12th Jan 2024

Analysis & Opinion

The Week: Is it really the year of the bond?

Asset allocators have teed up 2024 as the year of the bond, but it is not a one-way street.

Adviser-Hub 11th Jan 2024

no_wonko11124a Partner Zone

The wisdom of Wonko the Sane

Wonko the Sane, a character in a Douglas Adams novel, summarised perfectly why challenging preconceptions can pay dividends.

Ninety One 11th Jan 2024

no_amercfana Partner Zone

American Franchise

Looking beyond the top line – it’s the quality of revenue that matters, not the quantity.

Ninety One 11th Jan 2024

bg_esgs120124a Analysis & Opinion

Social: making sense of the ‘S’ in ESG

Social and environmental factors are often linked and shouldn’t be considered as part of separate silos, says Baillie Gifford. 

Baillie Gifford 11th Jan 2024

bg_lmtcarbon12124a Analysis & Opinion

Limiting carbon, not growth

Sustainability is much too big and important a topic to be confined only to equity investments.  

Baillie Gifford 11th Jan 2024

bg_emethod12124a Analysis & Opinion

Avoided emissions methodology

Why companies that can transform essential industries through innovative ideas will be fundamental to addressing climate change.  
 

Baillie Gifford 11th Jan 2024

fil_etf12124a Analysis & Opinion

Financing the carbon transition with sustainable fixed income ETFs

Investing in sustainable fixed income ETFs can help contribute to achieving net zero.
 

Fidelity International 11th Jan 2024

filchina5124a Analysis & Opinion

The Investor's Guide to China: transition materials

Fidelity’s local team explores the critical role played by transition materials in developing and deploying clean energy technologies

Fidelity International 11th Jan 2024

fil_leadersdeliva Analysis & Opinion

Why future leaders can deliver now

Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes review the attractive investment opportunity among global small and mid-caps as we enter a new year.

Fidelity International 11th Jan 2024

bny_lkahead2024a Analysis & Opinion

Looking ahead to 2024

Walter Scott client investment manager George Dent shares his outlook on the key economies and considers some of the characteristics of businesses he thinks could differentiate themselves.

BNY Mellon Investment Management 11th Jan 2024

fil_analsurveya Analysis & Opinion

Fidelity’s Analyst Survey 2024: management move on from inflation worries

Fidelity’s annual Analyst Survey suggests that management teams have moved on from worrying about price pressures, with most analysts expecting cost inflation to ease over the next 12 months....

Fidelity International 10th Jan 2024

cg_bkfut5124a Analysis & Opinion

Back to the future: lessons from the past, insights for tomorrow

Whether it’s the rapid expansion of disruptive technologies or shifts in strategic relationships, change provides a wealth of investment opportunities, says Capital Group.

Capital Group 10th Jan 2024

ah_domint10124a VIDEO

Interest rates and inflation: where next? – panel discussion video #1

These two considerations have dominated financial market movements over the past 12 months. At the moment, investors are betting that the global economy will have a soft landing, but are there risk...

Adviser-Hub 10th Jan 2024

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