Adviser-Hub articles

Article-DowningStreet-01-smll2024 Analysis & Opinion

The Week: Has Andy Burnham given any Budget clues?

Andy Burnham has set out his long-term vision. Reform of social care and pensions could impact long-term planning.

Adviser-Hub 1st Oct 2026

bg_beyond011026ao Analysis & Opinion

Beyond consensus: what is active management for?

Baillie Gifford’s Dave Bujnowski explores how systems thinking can sharpen long-term investment questions. 

Baillie Gifford 1st Oct 2026

pimco_cleared011026pp Partner Zone

Cleared for Take-off: The Aviation Finance Opportunity

PIMCO explore how aviation finance works, what's driving the opportunity today, and why investors are paying growing attention to the sector. They discuss the rise of aircraft leasing, the forc...

PIMCO 1st Oct 2026

pimco_macro011026pp Partner Zone

Macro Signposts A Recalibration, Not a Rate-Hike Cycle

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

PIMCO 1st Oct 2026

pimco_credit011026pp Partner Zone

The Credit Market Lens: Hyperscalers Are Repricing, Not Displacing (So Far)

Despite a sharp rise in AI-related borrowing, signs of broad corporate credit market disruption remain limited.

PIMCO 1st Oct 2026

SMDigitalConference26_The Dragon's in the China Session_vid VIDEO

Baillie Gifford | Scottish Mortgage: The Dragon’s in the Detail

Linda Lin, Head of Baillie Gifford’s China Equities Team, joins Scottish Mortgage managers Tom Slater and Lawrence Burns to uncover the companies driving China’s next wave of growth and...

Baillie Gifford 1st Oct 2026

SMDigiConfquestionsandanswer_vid VIDEO

Baillie Gifford | Scottish Mortgage Digital Conference: Q&A

Is AI the only driver of future growth, or are there other opportunities on the horizon? Scottish Mortgage managers Tom Slater and Lawrence Burns explain how patience, culture and adaptability shap...

Baillie Gifford 1st Oct 2026

SMDigiConfquestionsandanswer_vid Partner Zone

Scottish Mortgage Digital Conference: Q&A

Is AI the only driver of future growth, or are there other opportunities on the horizon? Scottish Mortgage managers Tom Slater and Lawrence Burns explain how patience, culture and adaptability shap...

Baillie Gifford 1st Oct 2026

SMDigiConfquestionsandanswer_pp-1 Partner Zone

Scottish Mortgage: The Dragon’s in the Detail

Linda Lin, Head of Baillie Gifford’s China Equities Team, joins Scottish Mortgage managers Tom Slater and Lawrence Burns to uncover the companies driving China’s next wave of growth and...

Baillie Gifford 1st Oct 2026

bg_positive300926esg Analysis & Opinion

Positive Change Fund: opportunities beyond the obvious

From healthcare to climate adaptation, Baillie Gifford’s Kate Fox explores how Positive Change is broadening its portfolio while keeping a long-term focus on growth and real-world impact.

Baillie Gifford 30th Sep 2026

abrdn_profit300926esg Analysis & Opinion

Profit with purpose: how the SDGs can uncover opportunity in emerging markets

Targeting returns while supporting sustainable development: Aberdeen explores the continued expansion of sustainable investment opportunities.

Aberdeen Investments 30th Sep 2026

allianz_power300926esg Analysis & Opinion

Power: the race to keep the lights on

AI, electrification and climate adaptation are driving a surge in demand. Can supply keep pace, and what does this mean for economies and investors? Allianz Global Investors takes a closer look.

Allianz Global Investors 30th Sep 2026

fil_mmsignals_290926vid VIDEO

Fidelity International | Market Minutes: Cautious signals

The Fidelity Multi Asset team break down what's driving markets, how positioning is evolving, and what they're watching next. This update explores the impact of rising government bond yield...

Fidelity International 29th Sep 2026

Article-Technology-04-smll2024 Business Toolkit

Advice firms are embracing the AI revolution

Artificial intelligence (AI) is moving from emerging technology to everyday business. Fidelity Adviser Solutions’ latest IFA DNA research reveals growing adoption across advice firms, helping st...

Fidelity Adviser Solutions 29th Sep 2026

fil_crossroad280926pp Partner Zone

AI at a crossroads: dividing the AI growth dividend

Investors must assess the extent to which AI will deliver sustained productivity gains, how it will interact with labour, and where surpluses might accrue.

Fidelity International 28th Sep 2026

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