Adviser-Hub articles

Partner Zone

Global Contrarian Long/Short: a differentiated absolute return opportunity

In a shift from a world where investors were concerned about secular stagnation to one where inflation, public debt and interest costs are front of mind, absolute return strategies can play a cruci...

Fidelity International 21st Jul 2025

bg_china_sm_vid VIDEO

Baillie Gifford | Upfront: Private companies, China and Scottish Mortgage

Financial journalist Cherry Reynard and investment specialist Chloé Darling-Stewart discuss Scottish Mortgage’s private holdings, while investment manager Linda Lin explains why China...

Baillie Gifford 21st Jul 2025

Partner Zone

Expanding horizons: understanding higher conviction active ETFs

Fidelity looks at how the ETF market is evolving with a focus on higher-conviction active ETFs and their potential applications.

Fidelity International 21st Jul 2025

Partner Zone

The case for quality in Europe

As the case for European equities gains wider recognition, Fidelity portfolio managers Fred Sykes and Marcel Stotzel explore the compelling opportunity for investing in world-class quality companie...

Fidelity International 21st Jul 2025

bg_china_sm_vid Partner Zone

Upfront: Private companies, China and Scottish Mortgage

Financial journalist Cherry Reynard and investment specialist Chloé Darling-Stewart discuss Scottish Mortgage’s private holdings, while investment manager Linda Lin explains why China...

Baillie Gifford 21st Jul 2025

abrdn_ukreal220725 Partner Zone

UK real estate market outlook Q3 2025

Returns have been gradually climbing since the start of the year, as capital growth has returned. Find out more about our UK real estate views.

Aberdeen Investments 21st Jul 2025

abrdn_aiexpert220725 Partner Zone

AI vs the AI Expert: A conversation about the future of investing

Can AI replace fund managers? Discover how artificial intelligence could transform investing – and what a leading researcher says about its promise, pitfalls and future.

Aberdeen Investments 21st Jul 2025

Analysis & Opinion

Positive Change Impact Report

Baillie Gifford’s annual Impact Report evidences how the companies they invest in are contributing solutions to big global challenges.
 

Baillie Gifford 17th Jul 2025

Article-DonaldTrump-01-smll2024 Analysis & Opinion

The Week: Trump always chickens out – or does he?

Markets have shrugged off another round of tariff talk from the White House, but are they being too optimistic?

Adviser-Hub 17th Jul 2025

nione_energy170725 Analysis & Opinion

The energy transition is on – just not how we expected

The energy transition hasn’t reversed; it’s just taking a different path to the one we expected, says Ninety One. Developed markets are going more slowly, but emerging markets are surpr...

Ninety One 17th Jul 2025

nione_netzero170725 Analysis & Opinion

Net-zero investing: searching for returns and real-world change

Ninety One’s paper sets out how to evolve the approach to net-zero investing to achieve the dual objectives of delivering decarbonisation in the real economy while optimising returns for clie...

Ninety One 17th Jul 2025

abrdn_celebrating170725 Analysis & Opinion

Celebrating three years of MyFolio Enhanced ESG Index

Aberdeen’s innovative range has passed a key milestone. What explains its popularity with clients?

Aberdeen Investments 17th Jul 2025

nione_deep160725 Partner Zone

A deep pool of undervalued opportunity

After ‘Liberation Day’, Ninety One wanted to build a clear picture of how companies are experiencing business on the ground and visited several over Q2. They liked a lot of what they sa...

Ninety One 16th Jul 2025

nione_unstop160725 Partner Zone

The unstoppable dollar meets the immovable Mr Trump

Dollar cycles are longer than others because four self-reinforcing forces create inertia and rarely reverse unless all four turn simultaneously. Ninety One believes Trump-era policies, fiscal strai...

Ninety One 16th Jul 2025

nione_end160725 Partner Zone

The end of the easy trade

For years, capital has gravitated to the US – but the next cycle is unlikely to resemble the last, and Ninety One believes the investment map is beginning to redraw itself.

Ninety One 16th Jul 2025

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