Adviser-Hub articles

hubex_shiftingvid1_010725 VIDEO

The new US administration: economic unorthodoxy – panel discussion video #1

The world’s largest economy has lost its last AAA credit rating. Its debt levels are at war-time highs, and about to get higher with the enactment of the ‘big beautiful bill’. Is...

Adviser-Hub 1st Jul 2025

fil_china_010725 VIDEO

Fidelity International | Field Notes: Test driving China’s technological prowess in downtown Shanghai

Fidelity Portfolio Manager Tina Tian puts her trust in the latest assisted driving technology and braces for a ride through some of China’s busiest streets.

Fidelity International 1st Jul 2025

nione_euroeq_010725 Partner Zone

European equities: a beautiful panic

After years in the global investment wilderness, an increasing set of pro-growth signals from policymakers is starting to shift the narrative, says Ninety One. Europe is positioning itself not just...

Ninety One 1st Jul 2025

nione_picture_010725 Partner Zone

Picture this: higher yields ≠ higher returns

Since the start of 2025, the highest-yielding (riskiest) parts of the global high-yield market have underperformed. Rather than compromising on risk, Ninety One believes investors should find diffe...

Ninety One 1st Jul 2025

nione_lseg_010725 Partner Zone

LSEG: a critical artery of the global financial system

LSEG supports clients across the trading lifecycle, helping them save money, and has stayed ahead through major tech shifts, securing its place in the Ninety One Quality team’s universe.

Ninety One 1st Jul 2025

sm_backblue_300625 Partner Zone

Scottish Mortgage Investment Trust: Back to Blue Sky and Base Rates

A decade on, Tom Slater’s influential study on shareholder returns still holds true: just five per cent of companies deliver the exceptional returns that truly matter. His updated analysis sh...

Baillie Gifford 30th Jun 2025

abrdn_decentwk300625 Analysis & Opinion

Decent work: a framework for investors

What’s decent work, and what’s the issue? Aberdeen Investments explains.

Aberdeen Investments 30th Jun 2025

abrdn_fouryrs_300625 Analysis & Opinion

Four years forward: lessons from the Climate Transition Bond Strategy

The companies in Aberdeen’s strategy seek to deliver real-world decarbonisation and adaptation while providing a financial return. Find out how.

Aberdeen Investments 30th Jun 2025

Article-America-02-smll2024 Analysis & Opinion

The Week: US concentration in fixed income

Bond market indices have high weightings to the US at a time when US Treasuries look vulnerable.

Adviser-Hub 26th Jun 2025

abrdn_smllcps260625ao Analysis & Opinion

Market view: European smaller companies: normal service resumed?

Since 2001, small caps have outpaced large caps globally. Yet, says Aberdeen, many investors still steer clear. Time to take another look?

Aberdeen Investments 26th Jun 2025

cgp_bond_250625 Partner Zone

Bond outlook: income potential intact as economic risks rise

Capital Group believes the bond market is well positioned to provide investors with attractive income potential and relative stability, should equity markets swing lower in the second half of the y...

Capital Group 25th Jun 2025

cgp_macrobf_250625 Partner Zone

Macro brief: what could a China shock 2.0 mean for Europe?

The consequences of a second China shock could be different from the first, says Capital Group economist Beth Beckett.

Capital Group 25th Jun 2025

cgp_japan250625 Partner Zone

Japan at the crossroads: navigating Trump 2.0 and tariff risks

Capital Group explores how Japan’s macroeconomic outlook and asset class dynamics are being influenced by the resurgence of Trump-era tariffs, and why Japanese equities could still provide at...

Capital Group 25th Jun 2025

cgp_stockmk250625 Partner Zone

Stock market outlook: new growth catalysts amid volatility

As tariffs, trade wars and real wars upend the global economy, Capital Group believes the path of equity markets remains uncertain heading into the second half of 2025.

Capital Group 25th Jun 2025

cgp_capconv100625 Podcast

Capital Group | Decoding dividend investing: lessons in resilience amid volatility

Noted equity portfolio manager Hilda Applbaum talks with Mike Gitlin about the core principles that shape her dividend investing style, honed through decades of navigating market volatility.

Capital Group 24th Jun 2025

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