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From the category archives: Adviser Hub News

How well does the Low Volatility Factor work in Downturns?

The low volatility factor is becoming more popular as investors look for a potential safe haven in troubled markets, but has the low volatility factor provided protection in previous market crashes? This month, we examine the performance of the low volatility factor during the previous two market cycles to see if it provided any protection for investors. We find that low volatility has indeed provided good protection during market corrections, although it performs poorly in subsequent rebounds.

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Global listed infrastructure

M&G’s new Global Listed Infrastructure fund launched in mid-October. Manager Alex Araujo, who is also co-deputy-manager on the group’s Global Dividend fund, explains why they want to bring a traditionally institutional asset class to a retail investor audience.

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Which Factors Perform best in Late Cycle Environments?

In terms of downside protection, momentum is the only factor that has positive performance across all 6 pre-recession periods.

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We're not afraid of the Euro!

Investors looking at European Equities have had to address some fundamental questions, probably better referred to as hurdles, over the last decade. But what is the next ‘worry du jour’ and how are Invesco Perpetual positioned to deal with it?

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Monthly Market Roundup – covering August 2017

The report aims to provide a snapshot of the global market developments during the past month, highlighting the best and the worst performing sectors. It is broken down into 3 key factors affecting each market segment, along with a full market commentary; allowing advisors to keep up with the ever changing environment of today’s markets, and helping them to provide the best possible service to their clients.  

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Out now: The Janus Henderson Global Dividend Index report

The Janus Henderson Global Dividend Index (JHGDI) is the first of its kind, long-term study into global dividend trends. It is a measure of progress that global firms are making in paying their investors an income on their capital. It analyses dividends paid every quarter by the 1,200 largest firms by market capitalisation.

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Key Indicators of a New Recession

It is widely believed that a low rate of unemployment and high rate of inflation are key signs of a healthy economy. While this may be the case, these characteristics are also the ones that are most likely to be observed at the very top of an economic cycle. Unemployment and inflation are key metrics monitored by the Federal Reserve (Fed) and very positive readings can limit its room for manoeuvre at critical points in the economic cycle. This month, we will look at the current rates of inflation and unemployment in the US economy, a key driver of the world economy, and examine what these metrics tell us regarding the chance of an upcoming recession.

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