Adviser-Hub articles

Article-Technology-03-smll2024 Analysis & Opinion

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

hub-exclusives-banner-alternatives-34 Analysis & Opinion

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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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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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

SM - Quarterly Update Q3 2025-1 VIDEO

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

Article-Chart-03-smll2024 Analysis & Opinion

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

abrdn_1440x770_asi_turning-tides-and-a-new-dawn-for-capital-flows Podcast

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

cpg_podcastimga Podcast

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

cpg_podcastimga Podcast

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

cpg_podcastimga Podcast

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

234242345 Podcast

Ninety One | The Fed’s risk-management pivot: A green light for equities

A more accommodative Fed stance is turning restrictive policy into a tailwind for equities, note Ninety One Portfolio Manager Alex Holroyd-Jones and Analyst Rebecca Phillips.

Ninety One 21st Oct 2025

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Fresh breadth? Market concentration in three charts

With the S&P 500 Index near record highs, have we moved past peak dominance for the Magnificent Seven group of stocks? It appears so, says Capital Group.

Capital Group 21st Oct 2025

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Five forces that could stimulate the US economy

Slowing job growth and consumer spending patterns suggest the US economy is weakening. Nevertheless, Capital Group sees reasons for optimism, from the passage of the tax bill to declining interest...

Capital Group 21st Oct 2025

cp_indiaelca Analysis & Opinion

The Week: Will Diwali deliver hope for the Indian stock market?

It’s been a tough period for investors in India. Can the market revive?

Adviser-Hub 16th Oct 2025

SM DC 2025 - Blue Sky Base Rates VIDEO

Baillie Gifford | Blue Sky and Base Rates: 10 Years On

Investment specialist Hamish Maxwell is joined by investment managers Tom Slater and Lawrence Burns to reveal the findings from Tom's highly anticipated research update on what truly drives exc...

Baillie Gifford 15th Oct 2025

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