Adviser-Hub articles

nine_nava Partner Zone

Navigating an increasingly concentrated market

In this piece – published before the bout of turbulence seen in markets recently – Ninety One’s Head of Quality Equities, Clyde Rossouw, explains why there are several warning sig...

Ninety One 20th Aug 2024

nine_falla Partner Zone

Anatomy of a fall

Ninety One’s Sahil Mahtani, Head of Macro Research, discusses how a growth scare, in the context of an almighty positioning unwind, should not detract from what is still likely to be a soft l...

Ninety One 20th Aug 2024

ninety_highlonga Podcast

Ninety One | Too high for too long?

The performance of developed economies and the action of central banks recently caused acute financial market tensions and volatility. Ninety One asks: what really happened, why, and was it avoidab...

Ninety One 20th Aug 2024

fil_chinapoda Podcast

Fidelity International | The Investor's Guide to China podcast: Asia's bright spots

Portfolio managers at Fidelity returning from an annual gathering in China explore how three themes – AI, the energy transition, and shifting supply chains – are galvanising investment...

Fidelity International 20th Aug 2024

Business Toolkit

The Pension Forum: Compensation payments paid into a pension

Fidelity Adviser Solutions’ Paul Squirrell, their pension expert, gives his answer in the Pension Forum.

Fidelity Adviser Solutions 19th Aug 2024

Analysis & Opinion

The Week: Does the US election matter?

It is tempting to dismiss the US election as just ‘noise’, but the result will have repercussions across the world. 

Adviser-Hub 15th Aug 2024

fil_usreca Analysis & Opinion

US recession fears rise, but fundamentals remain resilient

Fidelity’s Global Head of Macro & Strategic Asset Allocation Salman Ahmed explains why growth is unlikely to fall off a cliff, and a soft landing is still the most expected outcome for th...

Fidelity International 15th Aug 2024

abrdn_aia Analysis & Opinion

Thematic equities: the next frontiers in AI

Where are the next investment opportunities in AI? abrdn details three themes that they think will drive the future of AI.

Aberdeen Investments 15th Aug 2024

abrdn_incinvesta Partner Zone

Discover the power of income investing

abrdn advocates for strategic income investing in diverse assets to enhance financial resilience and maximise returns, offering both stability and growth opportunities for your clients.

Aberdeen Investments 15th Aug 2024

bg_environa Analysis & Opinion

Environment: making sense of the E in ESG

Baillie Gifford explores how companies’ relationships with climate, energy and the environment relate to long-term growth.

Baillie Gifford 14th Aug 2024

Partner Zone

Market jitters highlight the need for duration

As we move further away from a decade of ultra-loose monetary policy, bonds are once again proving their attractive diversification benefits. Our UK fixed income portfolio managers reflect on the r...

Fidelity International 14th Aug 2024

Partner Zone

Looking through recent market volatility

As we move into the second half of the year, the latest data indicates a slowing pace of economic growth and a broad-based easing of price pressures. Henk-Jan Rikkerink, Global Head of Solutions &a...

Fidelity International 14th Aug 2024

Partner Zone

US recession fears rise, but fundamentals remain resilient

Markets routed at the start of August following soft US jobs data, though we believe the reaction may be misguided. With economic fundamentals remaining resilient, Global Head of Macro & Strate...

Fidelity International 14th Aug 2024

fil_sustainability2a Partner Zone

Sustainable investing

At Fidelity, our purpose is to work together to build better financial futures for our clients. Considering and integrating sustainability risks and opportunities is of increasing importance to ach...

Fidelity International 14th Aug 2024

ninetyo_riskconca Partner Zone

There’s more to active risk than concentration

Ninety One’s 4Factor EM & Asia equity team challenge the notion that concentrated portfolios alone are the only way to take sufficient levels of active risk in an appropriately diversifie...

Ninety One 13th Aug 2024

© 2026, Copyrights Adviser-Hub. All Rights Reserved
Terms & Conditions | Privacy Policy | Modern Slavery statement | Cookie Policy