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Rethinking value investing
A low multiple is not necessarily a sign of value. Ninety One believes genuine value arises when there is a gap between the market value of a company and its true intrinsic worth.
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Hub Insights
Insights, analysis and information, straight from the Adviser-Hub team.
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Decent work: a framework for investors
Aberdeen asks: what’s decent work, and what’s the issue?
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Market view: US equities: where focus meets opportunity
Despite ongoing macro volatility, Fidelity’s Stephen DuFour highlights how the diversity of the US market continues to offer focused opportunities for earnings growth across several key areas.
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The room marked ‘AI’
Concentration, conviction and why emerging markets still offer more than one story. Baillie Gifford tells us more.
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Market view: Diversification is an edge, not a compromise
Rebecca McVittie, Investment Director, Fidelity Global Special Situations strategy, explains how diversification can enhance portfolio resilience while supporting long-term value creation for investors.
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Why there’s a HALO over decarbonisation companies
The decarbonisation investment universe is well-stocked with ‘heavy-asset, low-obsolescence’ companies that are well-placed to benefit from an investment supercycle. Ninety One takes a closer look.
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Financial resilience: investing for positive change
Baillie Gifford explains why more accessible, affordable protection products could become a major growth theme.