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US-Iran conflict update: the “messy” part of the “resolution”
Recent days’ escalation over the Strait of Hormuz reinforces Fidelity’s view that a messy resolution is the most likely outcome to the conflict.
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Hub Insights
Insights, analysis and information, straight from the Adviser-Hub team.
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The AI paradox: from carbon cost to climate dividend?
AI is energy-intensive, but it could also, over time, lower emissions by making energy systems more efficient. Baillie Gifford explains.
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Why a just energy transition requires an all-systems approach
Using South Africa as a live example, Ninety One’s paper explores why credible transition outcomes depend on the alignment of policy, infrastructure, capital and communities, and the role investors can play in supporting them.
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Resilience: the next phase of climate strategy
Aberdeen explains why active investors should focus on climate resilience.
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Energy systems in transition
Baillie Gifford believes that climate adaptation and corporate readiness offer lasting competitive advantages for portfolios.
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Sustainable investing: why holdings matter more than screens
Moving beyond exclusions to understand real portfolio drivers.
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Climate realism: why infrastructure investing needs a policy lens
Aberdeen presents a more realistic view of how investors can support decarbonisation.
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What is tokenisation?
Baillie Gifford explains how tokenisation could simplify ownership records and speed up financial systems.
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Private markets: a shift from momentum to selectivity
Private markets are changing fast. As valuation-led returns become less dependable, Aberdeen asks: where are returns coming from now?
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2026 midyear investment outlook
Capital Group’s latest Outlook report offers actionable insights into global markets.