Adviser-Hub articles

Article-Global-04-smll2024 Market Updates

Market briefings looking back at June

A selection of articles, written by our expert investment writers that cover the markets looking back through June.

Adviser-Hub 9th Jul 2026

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Rethinking value investing

A low multiple is not necessarily a sign of value. Ninety One believes genuine value arises when there is a gap between the market value of a company and its true intrinsic worth.

Ninety One 8th Jul 2026

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The US$1.75 trillion question: an IPO that could change everything

With Anthropic and OpenAI now both filing confidentially for their own listings, Ninety One analyst Anton du Plooy considers what a wave of trillion-dollar AI debuts means for markets and investors...

Ninety One 8th Jul 2026

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Baillie Gifford | Scottish Mortgage Podcast: In Conversation with Gopuff’s Co-Founder

From late-night convenience to everyday essentials, Gopuff is rethinking how people shop. Scottish Mortgage has backed Gopuff since 2021 – and in the latest episode of Invest in Progress, co-...

Baillie Gifford 7th Jul 2026

LAWRENCE BURNS MI VIDEO

Baillie Gifford | Scottish Mortgage Manager Insights: Lawrence Burns

Lawrence Burns reflects on the past 12 months and what the agentic era of AI could mean for growth investors. Capital at risk. 

Baillie Gifford 7th Jul 2026

Tom Slater MI VIDEO

Baillie Gifford | Scottish Mortgage Manager Insights: Tom Slater

From AI infrastructure and space-based connectivity to digital finance, Tom Slater reflects on a year defined by disruption and opportunity. Capital at risk. 

Baillie Gifford 7th Jul 2026

website-holding_gopuff_s4ep3 Partner Zone

Scottish Mortgage Podcast: In Conversation with Gopuff’s Co-Founder

From late-night convenience to everyday essentials, Gopuff is rethinking how people shop. Scottish Mortgage has backed Gopuff since 2021 – and in the latest episode of Invest in Progress, co-...

Baillie Gifford 7th Jul 2026

LAWRENCE BURNS MI_pp Partner Zone

Scottish Mortgage Manager Insights: Lawrence Burns

Lawrence Burns reflects on the past 12 months and what the agentic era of AI could mean for growth investors. Capital at risk. 

Baillie Gifford 7th Jul 2026

Tom Slater MI_pp Partner Zone

Scottish Mortgage Manager Insights: Tom Slater

From AI infrastructure and space-based connectivity to digital finance, Tom Slater reflects on a year defined by disruption and opportunity. Capital at risk. 

Baillie Gifford 7th Jul 2026

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Baillie Gifford | Mega-caps, ecommerce and SAINTS

In this episode of Upfront, James Budden and James Dow discuss recent developments in Baillie Gifford's investment trusts, the case for active investing in concentrated markets, and Sea Limited...

Baillie Gifford 3rd Jul 2026

bg_upfront15030726pp Partner Zone

Mega-caps, ecommerce and SAINTS

In this episode of Upfront, James Budden and James Dow discuss recent developments in Baillie Gifford's investment trusts, the case for active investing in concentrated markets, and Sea Limited...

Baillie Gifford 3rd Jul 2026

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Why now is the time to revisit the case for US smaller companies

With valuations at historical lows and several fundamental factors creating a more supportive environment for US small-caps, Fidelity believes now could be an opportune time to revisit the case for...

Fidelity International 3rd Jul 2026

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Rethinking income in changing markets

Fidelity addresses five common misconceptions about income – and discusses how an active approach can deliver for income-seeking investors across equities, credit and multi-asset.

Fidelity International 3rd Jul 2026

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Capturing Asia's structural winners through market cycles

Fidelity’s Teera Chanpongsang outlines why a long-term mindset continues to identify high-quality businesses with durable earnings profiles that are well positioned to deliver attractive retu...

Fidelity International 3rd Jul 2026

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Value investing: a persistent source of alpha

Fidelity’s investment experts delve into value investing and discuss Fidelity’s belief that research, intrinsic value, and long-term thinking can create opportunity in equity markets.

Fidelity International 3rd Jul 2026

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