The Week: The Fed rate cut finally arrives
The US central bank has finally cut rates, but will it be enough for markets?
Adviser-Hub 18th Sep 2025
Guess who’s beating the Magnificent Seven?
If you were hunting for a group of stocks to dethrone the Magnificent Seven, there’s a good chance European banks weren’t top of your list, says Capital Group.
Capital Group 18th Sep 2025
The age of resilience: outperformers must first be survivors
Scottish Mortgage’s Tom Slater on the lesson from turbulent times.
Baillie Gifford 18th Sep 2025
The power of purpose: investing in problem-solvers
Baillie Gifford explains why firms with a passion to improve customers’ lives do better.
How MyFolio can help your clients invest with an ESG focus
Aberdeen’s MyFolio Enhanced ESG ranges are designed as a simple, cost-effective way to invest responsibly.
Aberdeen Investments 18th Sep 2025
Why the choice of carbon metrics matters
Climate ambition is growing, but Aberdeen Investments believes that navigating carbon metrics is the real challenge for investors.
EMLC debt: why now is a good time to add
Baillie Gifford investment manager Sally Greig explains how emerging market local currency bonds offer high income potential combined with strong fundamentals relative to their developed market cou...
Baillie Gifford 17th Sep 2025
Hidden GEMs: how emerging markets are rewriting the volatility playbook
Ninety One Emerging market equities portfolio managers Archie Hart and Varun Laijawalla argue that stronger fundamentals, pragmatic policy, and resilient performance are reshaping investor percepti...
Ninety One 17th Sep 2025
Government bonds: the end of the shock absorber
Sticky inflation, rising fiscal strains and weak growth are eroding the role of bonds as a portfolio ballast, forcing investors to rethink defensive diversification, according to Ninety One’s...
Gilts and the 45% taxpayer: is the trade losing its edge?
Low-coupon, short-dated gilts were a tax-efficient winner for 45% taxpayers, but that edge is fading. Ninety One’s Diversified Income Fund offers resilient income with scope for capital growt...
The AI edge: investing beyond the headlines
In this series, Ninety One’s global investment teams uncover four underappreciated ways investors can position portfolios for long-term, AI-driven growth.
Hiking the narrow ridge: seven market themes for investors
Clyde Rossouw, Head of Quality at Ninety One, offers investors a map as they navigate shifting US policy, dollar uncertainty, and sharp market swings.
The opportunity gap in Asia
Asia ex Japan equities remain significantly underrepresented in global portfolios, despite substantial opportunities for long-term investors. Baillie Gifford explains why active stock picking is es...
Baillie Gifford 16th Sep 2025
New retirement income approaches gaining in popularity
Drawdown has largely been acknowledged as the ‘winner’ in terms of product since the introduction of pension freedoms.
Fidelity Adviser Solutions 15th Sep 2025
UK market review: Stubborn inflation set to curb further easing
The FTSE 100 Index reached a new all-time high during August amid widespread hopes that the US Federal Reserve will implement an interest-rate cut in September.
Adviser-Hub 15th Sep 2025
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