Adviser-Hub articles

Partner Zone

Japan: opportunities in automation

Investment manager Donald Farquharson explores Japan's automation revolution, highlighting the country’s expertise in robot development and key industry leaders.

Baillie Gifford 9th Oct 2024

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Baillie Gifford | Japan: opportunities in automation

Investment manager Donald Farquharson explores Japan's automation revolution, highlighting the country’s expertise in robot development and key industry leaders.

Baillie Gifford 9th Oct 2024

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US yield curve dis-inversion: what it means and how to trade it

Ninety One’s Alex Holroyd-Jones discusses whether the current US yield curve is a predictor of an upcoming recession or a stronger outlook, and why it should continue steepening.

Ninety One 8th Oct 2024

Partner Zone

Fund in Five: Fidelity Sterling Corporate Bond Fund

Ian Fishwick, lead manager of the Fidelity Sterling Corporate Bond Fund, discusses why a combination of falling interest rates, and an attractive starting level of yield, are increasing the investm...

Fidelity International 8th Oct 2024

Partner Zone

Bond correlations normalise, but will it hold?

The equity-bond correlation has turned negative and it seems that bonds can perform a hedging role once again – however, it’s the context that matters, says Fidelity.

Fidelity International 7th Oct 2024

Partner Zone

China: finding the new shoots of growth

International investors are sceptical, but Baillie Gifford believes that, below the surface, China’s government and companies are laying the foundations for the next growth phase.

Baillie Gifford 7th Oct 2024

Partner Zone

The importance of focus

Baillie Gifford’s Brogan Harris explains why focus and patience are crucial elements when investing and identifying growth companies.

Baillie Gifford 7th Oct 2024

Partner Zone

Why quality matters in Europe

Fidelity’s Sam Morse and Marcel Stötzel explain why a focus on high-quality companies with strong balance sheets and sustainable dividend growth can continue to drive attractive long-ter...

Fidelity International 7th Oct 2024

Partner Zone

Fed goes big but volatility ahead

Labour market fragility pushed the Fed into more aggressive action, but what it does next hangs in the balance. Fidelity’s Salman Ahmed explores the reasons behind the cut and its implication...

Fidelity International 7th Oct 2024

Partner Zone

US exceptionalism could continue but diversification remains key

One of the most consistent themes over the past 15 years has been the outperformance of US equities – Fidelity explores why they have been so successful and whether the trend will continue.

Fidelity International 7th Oct 2024

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Fidelity International | Fund in Five: Fidelity Sterling Corporate Bond Fund

Ian Fishwick, lead manager of the Fidelity Sterling Corporate Bond Fund, discusses why a combination of falling interest rates, and an attractive starting level of yield, are increasing the investm...

Fidelity International 7th Oct 2024

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Fidelity International | Fund in Five: Fidelity Short Dated Corporate Bond Fund

Kris Atkinson, discusses the factors in the market which are boosting the appeal for the asset class. He shares why by focusing on those credits where there is a story behind them, the fund looks t...

Fidelity International 7th Oct 2024

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Capital Group | John Emerson on the US election run in

Geopolitical analyst and vice chair of Capital Group John Emerson shares his insights on the upcoming US Presidential election. He discusses key factors to watch, the potential outcomes, and how in...

Capital Group 4th Oct 2024

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Capital Group | Fed insights webinar: Post-meeting analysis and market impact

Fixed income portfolio manager Timothy Ng and economist Jared Franz delve into the Federal Reserve’s recent action and analyse potential implications for interest rates, broader fixed income...

Capital Group 4th Oct 2024

Analysis & Opinion

The Week: tax changes and UK small caps

The small cap recovery is on pause while investors wait for the October budget.

Adviser-Hub 3rd Oct 2024

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