Adviser-Hub articles

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Baillie Gifford | Emerging Markets, AI build and commodities

Investment specialists Philip Rae and Qian Zhang explore growth opportunities in the US, the Emerging Markets Growth Fund, and Accton’s role in the AI infrastructure buildout. Capital at risk...

Baillie Gifford 30th Mar 2026

bg_upfront-ep14-300326ppg Partner Zone

Emerging Markets, AI build and commodities

Investment specialists Philip Rae and Qian Zhang explore growth opportunities in the US, the Emerging Markets Growth Fund, and Accton’s role in the AI infrastructure buildout. Capital at risk...

Baillie Gifford 30th Mar 2026

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Aberdeen Investments | Beyond commodities: investing in themes shaping the future

Watch Aberdeen’s insightful webinar that explores how thematic equity strategies, focused on Future Supply Chains, Future Minerals and Future Raw Materials are helping investors access the lo...

Aberdeen Investments 30th Mar 2026

Article-Goldmplate-01-smll2024 Analysis & Opinion

The Week: Gold: an unsafe haven

The gold price has abruptly ended its recent run of strength. It’s a reminder that defensiveness is conditional.

Adviser-Hub 26th Mar 2026

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Market view: Japan’s equity revival: an opportunity in a fragmenting world

Min Zeng, manager of the Fidelity Japan Value Fund, reveals why he believes Japanese equities currently offer a compelling opportunity in today’s fragmenting world.

Fidelity International 26th Mar 2026

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Private companies: Baillie Gifford’s philosophy

Peter Singlehurst explains how Baillie Gifford invests in Private Companies.

Baillie Gifford 26th Mar 2026

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Baillie Gifford | The active edge: the case for growth in uncertain times

A series of “extraordinary” events has made the environment more challenging for growth stocks. But “this level of trepidation can’t go on forever”, says Baillie Giffo...

Baillie Gifford 26th Mar 2026

bg_case250326 Partner Zone

The active edge: the case for growth in uncertain times

A series of “extraordinary” events has made the environment more challenging for growth stocks. But “this level of trepidation can’t go on forever”, says Baillie Giffo...

Baillie Gifford 26th Mar 2026

cpg_japan250326 Partner Zone

A new phase for Japanese equity investment

Capital Group’s Hiroaki Amemiya explores how the importance of companies capable of delivering sustainable growth – through pricing power, improving profitability, and resilient busines...

Capital Group 25th Mar 2026

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The world in 2031 – megatrends to watch

Capital Group equity portfolio managers Rob Lovelace and Alan Wilson discuss how advances in AI, drug discovery and industrial innovation could influence everyday life – and what these change...

Capital Group 25th Mar 2026

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Ninety One | The physical reality of an oil shock

Ninety One’s Paul Gooden, Head of Natural Resources, assesses the impact of the Strait of Hormuz’s closure.

Ninety One 25th Mar 2026

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Ninety One | Oil shock: when geopolitics shuts the taps

Ninety One’s Paul Gooden, Head of Natural Resources, explains why disruption is reverberating through oil and gas markets, how supply constraints are pushing prices higher, and the implicatio...

Ninety One 25th Mar 2026

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Baillie GIfford | The case for growth in uncertain times

Extraordinary events have made markets wary – but that, says Baillie Gifford, is when conviction matters most.

Baillie Gifford 25th Mar 2026

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Capital Group | Inside the AI supply chain

Capital Group equity investment analyst Timur Sugito breaks down the dynamics of the semiconductor industry and its impacts on the current AI boom.

Capital Group 25th Mar 2026

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Capital Group | You can’t model human behaviour

Long-term investing success comes from experience, humility and learning across market cycles – not short-term forecasting. Capital Group equity analyst Cyana Chilton shares why disciplined,...

Capital Group 25th Mar 2026

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