Adviser-Hub articles

Analysis & Opinion

Transition materials: short-term market moves, long-term opportunities

Fidelity believes the long-term case for transition materials investing remains, supported by energy transition demand, broader geopolitical and industrial drivers, and constrained supply across ke...

Fidelity International 4th Aug 2026

nione_ai040826pp Partner Zone

AI and the return of US equity supply

A shrinking supply of shares has flattered US equity returns for years. Ninety One believes the AI issuance boom is putting that into reverse.

Ninety One 4th Aug 2026

abrdn_nature040826 Analysis & Opinion

Why nature finance is becoming investable

Aberdeen explores this growing theme as its emerging market SDG corporate bond strategy turns five.

Aberdeen Investments 4th Aug 2026

abrdn_judge040826esg Analysis & Opinion

Judgement matters when ESG ratings clash

ESG ratings are useful inputs but, says Aberdeen Investments, conviction requires active judgement.

Aberdeen Investments 4th Aug 2026

bg_asml030826vid VIDEO

Baillie Gifford | Scottish Mortgage Podcast: ASML – The Printing Press of the AI Age

ASML CEO Christophe Fouquet tells Scottish Mortgage manager Lawrence Burns why, without the firm's extreme ultraviolet (EUV) technology, there would be no AI.

Adviser-Hub 3rd Aug 2026

bg_asml030826pp Podcast

Baillie Gifford | Scottish Mortgage Podcast: ASML – The Printing Press of the AI Age

ASML CEO Christophe Fouquet tells Scottish Mortgage manager Lawrence Burns why, without the firm's extreme ultraviolet (EUV) technology, there would be no AI.

Baillie Gifford 3rd Aug 2026

bg_asml030826pp Partner Zone

Scottish Mortgage Podcast: ASML – The Printing Press of the AI Age

ASML CEO Christophe Fouquet tells Scottish Mortgage manager Lawrence Burns why, without the firm's extreme ultraviolet (EUV) technology, there would be no AI.

Baillie Gifford 3rd Aug 2026

fil_beyond030826pp Partner Zone

Beyond the numbers: in conversation with Fidelity’s Tom Record

In an environment of abundant data and widely available information, what can investors still learn from meeting companies in person?

Fidelity International 3rd Aug 2026

fil_markets300726ao-1 Partner Zone

Finding quality in emerging markets

Fidelity’s ETF team examine how emerging markets have performed this year, and discuss why now may be the time to combine quality and income in the search for disciplined, research-fuelled al...

Fidelity International 3rd Aug 2026

fil_valua030826pp Partner Zone

Valuation discipline in the age of AI

Alex Wright, Portfolio Manager of Fidelity Special Situations and Special Values, discusses where he continues to find opportunities across the UK market.

Fidelity International 3rd Aug 2026

fil_ai030826pp Partner Zone

The AI trade: adoption is accelerating

Fidelity’s latest Analyst Survey, a visit to Silicon Valley, and research from the multi-asset and macro teams offer signs of ‘where next’ for the AI revolution.

Fidelity International 3rd Aug 2026

fil_quality030826 Partner Zone

Quality as a source of resilience for small and mid-cap investing

Maroun Younes, Co-Portfolio Manager of Fidelity’s Global Future Leaders strategy, examines the factors driving current market performance, and highlights the role that quality companies can p...

Fidelity International 3rd Aug 2026

Article-Technology-03-smll2024 Analysis & Opinion

The Week: A volatile week for the technology sector

There have been dramatic sell-offs in the technology sector as investors have started to fret about the durability of AI spending. 

Adviser-Hub 30th Jul 2026

fil_markets300726ao-1 Analysis & Opinion

Market view: Finding quality in emerging markets

Fidelity’s ETF team examine how emerging markets have performed this year, and discuss why now may be the time to combine quality and income in the search for disciplined, research-fuelled al...

Fidelity International 30th Jul 2026

fil_fieldnotes270726vid VIDEO

Fidelity International | Field Notes: Can a Swiss small cap become a tourism powerhouse?

Sometimes you have to go to the mountain to get the answers you need.

Fidelity International 27th Jul 2026

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