Adviser-Hub articles

Partner Zone

Private growth: looking over the overlooked

Learn more from Baillie Gifford about the key features and attributes of the growth equity asset class.

Baillie Gifford 4th Mar 2025

Partner Zone

What dancing robots tell us about the possibilities of investing in China

China’s economy is increasingly driven by innovation and policy that supports technology and science. The recent breakthroughs in AI reinforce our view that China is an allocation worth makin...

Fidelity International 4th Mar 2025

Partner Zone

Strat chat: Fading Trump trades

Mike Riddell, portfolio manager of Fidelity Strategic Bond Fund, provides an overview of the macroeconomic environment and outlines his views across the strategy’s main alpha sources. Amid th...

Fidelity International 4th Mar 2025

Partner Zone

Latin America equities: Reasons for optimism

The Latin America index derated significantly last year as fiscal pressures in Brazil, and a volatile political backdrop for Mexico squeezed equity markets. However, Chris Tennant, co-portfolio man...

Fidelity International 4th Mar 2025

Partner Zone

Why we are cautiously optimistic on China

China's economic landscape presents a mix of challenges and opportunities for investors. While tariffs and regulatory concerns have impacted sentiment, the focus on domestic revenue-generating...

Fidelity International 4th Mar 2025

Partner Zone

Sustainability outlook 2025: ESG as BAU

A recent survey we conducted alongside Coalition Greenwich shows that environmental, social, and governance concerns remain high on investors agendas.

Fidelity International 4th Mar 2025

Partner Zone

Webinar: The case for multi asset income in today’s macro environment

Fidelity Global Multi Asset Income portfolio managers Talib Sheikh and Becky Qin discuss their outlook for the strategy, portfolio positioning and key highlights of 2024, including performance. In...

Fidelity International 4th Mar 2025

Partner Zone

AI’s big breakthrough won’t happen this year

Artificial intelligence is expected to have a minimal impact on companies’ profitability in 2025, with most of its potential still some years away. For now, though, the big names in technolog...

Fidelity International 4th Mar 2025

Partner Zone

A real assets recovery in the UK

Real assets like property and infrastructure are presenting new opportunities in the UK. Learn how Baillie Gifford is taking advantage of them.

Baillie Gifford 4th Mar 2025

abrdn_deepsk040325 Podcast

abrdn Investments | Deepseeking – China’s LLM leap

In the latest episode of Aberdeen’s Emerging Market Equities podcast, Nick Robinson sits down with Pruksa Iamthongthong to take a deep dive into the current world of AI.

Aberdeen Investments 4th Mar 2025

nione_deepseek200225 Podcast

Ninety One | How DeepSeek might dethrone the dollar

Ninety One’s Alex Holroyd Jones examines how DeepSeek’s challenge to US technological dominance may disrupt global markets.

Ninety One 28th Feb 2025

Article-Technology-03-smll2024 Analysis & Opinion

The Week: Back to the races for big technology

Can strong results from Nvidia calm investor nerves on the outlook for the dominant technology sector?

Adviser-Hub 27th Feb 2025

bge3_vid VIDEO

Baillie Gifford | Scottish Mortgage Podcast: How Tempus AI is Pioneering AI-enabled Healthcare

Eric Lefkofsky, CEO and founder of Tempus AI, explains to Scottish Mortgage manager Tom Slater the huge potential in personalising cancer diagnosis and treatment at scale.

Baillie Gifford 27th Feb 2025

Partner Zone

Scottish Mortgage Podcast: How Tempus AI is Pioneering AI-enabled Healthcare

Eric Lefkofsky, CEO and founder of Tempus AI, explains to Scottish Mortgage manager Tom Slater the huge potential in personalising cancer diagnosis and treatment at scale.

Baillie Gifford 27th Feb 2025

bg_tempus_smll Partner Zone

Baillie Gifford | Scottish Mortgage Podcast: How Tempus AI is Pioneering AI-enabled Healthcare

Eric Lefkofsky, CEO and founder of Tempus AI, explains to Scottish Mortgage manager Tom Slater the huge potential in personalising cancer diagnosis and treatment at scale.

Baillie Gifford 27th Feb 2025

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