Adviser-Hub articles

Partner Zone

Japanese growth: an evolving opportunity

After a challenging period for growth investing in Japan, Donald Farquharson, Head of Japanese Equities at Baillie Gifford reflects on how the landscape is changing and why it’s time to take...

Baillie Gifford 6th Dec 2023

Analysis & Opinion

The Week: The market rally: can it last?

It’s been a bumper month for stock markets, with a wholesale re-embracing of risk over the past month. Does it leave increasingly little margin for error?

Adviser-Hub 6th Dec 2023

SM HelloFresh podcast imga2 Podcast

Baillie Gifford | HelloFresh: a recipe for success

Chief executive of HelloFresh, Dominik Richter, tells Scottish Mortgage’s Lawrence Burns how his company helps even the most reluctant, time-pressed consumers serve up nutritious, delicious f...

Baillie Gifford 1st Dec 2023

Partner Zone

HelloFresh: changing how people eat forever

Scottish Mortgage deputy manager Lawrence Burns speaks to Dominik Richter, co-founder and chief executive at HelloFresh, about streamlining the journey from farm to front-door, reducing food waste...

Baillie Gifford 1st Dec 2023

ninetyone_philipsaundersa Podcast

Ninety One | The acceleration towards a multipolar world

Ninety One’s Philip Saunders argues that much of the current geopolitical malaise is the result of the rise of China – its scale, its ‘all-state’ characteristics, and Americ...

Ninety One 30th Nov 2023

abrdn_smokesta Podcast

abrdn | Smoke Stacks to Chip Stacks – how EM is driving the next generation of infrastructure:

In the latest episode of the Emerging Markets Equities podcast, abrdn’s Nick Robinson is joined by Pruksa Iamthongthong to evaluate the AI revolution within emerging markets. 

Aberdeen Investments 30th Nov 2023

cg_fastlane301123a Partner Zone

Electric vehicles in the fast lane

Will European consumers be interested in buying Chinese EVs, and will China’s automakers slash prices to grab market share?

Capital Group 30th Nov 2023

cg_equities301123a Partner Zone

The new normal for equities in 2024

Capital Group’s analysis shows that investors would be well served by diversifying into stocks once interest rates peak.

Capital Group 30th Nov 2023

cg_balance301123a Partner Zone

How to use bonds to seek balance as Fed hikes wind down

The time-honoured relationship between stocks and bonds has broken down over recent years, but there are encouraging signs of its eventual return.

Capital Group 30th Nov 2023

Analysis & Opinion

The Week: Regulator’s warning on cash holdings

The regulator’s messaging around pension funds and cash is capricious. Everyone needs to invest, so why not help them do it? 

Adviser-Hub 29th Nov 2023

Analysis & Opinion

Resilience in higher rate headwinds

Walter Scott client investment manager George Dent discusses the macroeconomic environment from the perspective of a quality growth investor.

BNY Mellon Investment Management 29th Nov 2023

fil_esgout281123a Analysis & Opinion

US outlook: structural tailwinds vs near-term uncertainty

The fundamental drivers for US outperformance remain intact, according to Fidelity American Special Situations Fund portfolio managers Rosanna Burcheri and Ashish Bhardwaj.

Fidelity International 29th Nov 2023

Business Toolkit

Vulnerable customers and the Consumer Duty

The Consumer Duty has recently imposed additional rules and guidance on how vulnerable customers should be treated.

Fidelity Adviser Solutions 28th Nov 2023

Partner Zone

India gears up for a greater global role

With index inclusion imminent, Indi...

Ninety One 27th Nov 2023

Partner Zone

Driving financial inclusion in Brazil

For a select group of companies, enabling financial inclusion is both a structural growth tailwind and an impact opportunity.

Ninety One 27th Nov 2023

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