Adviser-Hub articles

Article-DowningStreet-01-smll2024 Analysis & Opinion

The Week: Rachel Reeves finds a friend in the bond market

It turns out the bond markets rather like Rachel Reeves as they contemplate her departure. 

Adviser-Hub 3rd Jul 2025

bg_european_030725 Analysis & Opinion

The European renaissance

Baillie Gifford explains why stronger growth prospects, political stability and fiscal momentum are making European assets more appealing than their US counterparts.

Baillie Gifford 3rd Jul 2025

fssa_rethink_030725 Analysis & Opinion

Market view: Rethink how rising market concentration affects your portfolio

Concentration in equity markets has reached unprecedented levels, raising critical questions about diversification, valuation, and risk for equity investors. First Sentier Investors tells us more.&...

FSSA Investment Managers 3rd Jul 2025

bg_positive_020725 Partner Zone

Positive Change Impact Report

What difference did companies make in the real world during 2024? From climate solutions to social progress, this annual impact report highlights how the companies the Baillie Gifford Positive Chan...

Baillie Gifford 2nd Jul 2025

abrdn_sovereign_020725 Partner Zone

The ‘sovereign ceiling’ in EM corporate bond ratings

Liam Blaikie considers the influence of the ‘sovereign ceiling’ in EM corporate bond credit ratings.

Aberdeen Investments 2nd Jul 2025

abrdn_decentwk300625 Partner Zone

Decent work: a framework for investors

What’s decent work, and what’s the issue?

Aberdeen Investments 2nd Jul 2025

abrdn_short_020725 Partner Zone

Short-dated credit: seeking a resilient income in a turbulent world

Investment-grade short-dated bonds have historically offered lower volatility and higher yields than cash. A smart move in uncertain times.

Aberdeen Investments 2nd Jul 2025

abrdn_fouryrs_300625 Partner Zone

Four years forward: lessons from the Climate Transition Bond Strategy

The companies in our strategy seek to deliver real-world decarbonisation & adaptation while providing a financial return. Find out how.

Aberdeen Investments 2nd Jul 2025

abrdn_infrast_020725 Partner Zone

How much infrastructure does the world need?

In this new episode, we explore the staggering global infrastructure investment needs over the next 25 years, why the bill is so high, and how governments and private investors might share the load...

Aberdeen Investments 2nd Jul 2025

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

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