Adviser-Hub articles

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Baillie Gifford | Where obsession meets opportunity: Japan’s ‘overlooked’ small caps

From AI-augmented weather forecasts to helping people with disabilities get hired, Baillie Gifford explores some of Japan’s most innovative growth companies.

Baillie Gifford 4th Nov 2025

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Fidelity International | Fidelity Answers: how to reimagine investing for an ageing world?

This month’s Fidelity Answers gets its teeth into one of our industry’s red button issues: how we all deal with the financial pressures of a longer lifespan.

Fidelity International 4th Nov 2025

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Capital Group | US versus non-US equities: is the tide turning?

Capital Group portfolio managers Diana Wagner and Chris Thomsen explore what’s driving global markets and how investors can adapt.

Capital Group 4th Nov 2025

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Macro Brief: Can Korea follow in Japan’s footsteps to unlock shareholder value?

Over the past decade, shareholder returns in Asia have lagged the US, highlighting the need for change. Korea launched the Corporate Value-Up Program in 2024, designed to align corporate practices...

Capital Group 4th Nov 2025

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Investing in unstoppable trends

Veteran portfolio manager Mark Casey shares insights into how and why he looks for investment opportunities in what he considers to be unstoppable market trends.

Capital Group 4th Nov 2025

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The Week: AI bubble? The jury is still out

Tech earnings do little to settle the debate over whether AI stocks are overvalued.

Adviser-Hub 30th Oct 2025

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Lost and found: tracking down old pensions

The average UK worker has 11 jobs  in their lifetime. Add a few house moves and everything else that life can throw at you, it’s no wonder that many people lose track of their pension sc...

Adviser-Hub 30th Oct 2025

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Multi-Asset Strategy Quarterly – September 2025

Ninety One's multi-asset growth team provides insights into the macroeconomic environment that informs their investment outlook for the coming quarter. This includes concise summaries of their...

Ninety One 28th Oct 2025

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World Equity Enhanced Index wins RSMR 'Best New Rating' award

Why did this independent research company honour the fund with an award? Find out here.

Aberdeen Investments 28th Oct 2025

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Baillie Gifford | Scottish Mortgage Portfolio Update Q3 2025

Investment Specialist Hamish Maxwell reflects on how artificial intelligence and other structural shifts are redefining industries, highlights portfolio exposure across transformational growth area...

Baillie Gifford 27th Oct 2025

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The Week: What explains the UK’s falling bond yields?

UK gilt yields have been falling, giving the Chancellor some much-needed headroom

Adviser-Hub 23rd Oct 2025

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Aberdeen Investments | Turning tides: a new dawn for capital flows

Nick Robinson sits down with Peter Dunbar and Alex Smith to explore how capital flows are shifting across Asia and the Middle East.

Aberdeen Investments 21st Oct 2025

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Capital Group | From summer associate to CIO: Martin Romo on Capital Group’s signature investment approach

Martin Romo has spent more than 30 years at Capital Group. In this conversation with Mike Gitlin, he shares lessons from his journey and explains the three pillars of The Capital System™.

Capital Group 21st Oct 2025

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Capital Group | Indian Insights: the domestic story – part one

Capital Group macro analyst Anirudha Dutta looks at the current domestic opportunity in India, focusing on demographics, digitisation and consumption.

Capital Group 21st Oct 2025

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Capital Group | Investing through shifting global trade winds

Capital Group portfolio manager Kohei Higashi shares his outlook on the global equity markets amid a rapidly changing environment for world trade.

Capital Group 21st Oct 2025

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