Market view: Asian stocks enter the dividend age
Asia has long been chiefly a growth story for investors – Fidelity portfolio managers Jochen Breuer and Lynda Zhou examine the case for Asian dividends.
Fidelity International 18th Apr 2024
Market view: Emerging markets: why the asset class is worth the "bother"
Faced with their critics, emerging markets continue to show significant potential in the second quarter and beyond, says abrdn.
abrdn 18th Apr 2024
Market view: Mixed economic signals puzzle fixed income investors
As central banks work to tackle inflation, Insight Investment asks: just how healthy are the prospects for European credit markets?
BNY Mellon Investment Management 18th Apr 2024
Are investors missing the vulnerabilities in the US economy?
The US economy has continued to defy expectations. Rising interest rates have made little dent in the country’s GDP trajectory, with a buoyant jobs market supporting consumer spending. Howeve...
Adviser-Hub 18th Apr 2024
Primary risk
Do markets get drawn to certain kinds of risks? Premier Miton’s Anthony Rayner explains why he believes this is the case, and suggests looking beyond the most eye-catching risks.
Premier Miton Investors 18th Apr 2024
Following cashflows from China to Chile
The latest episode of abrdn’s Emerging Market Equities Podcast explores the world of emerging markets through an income lens.
Baillie Gifford | Baillie Gifford American Fund webinar: where to next?
Fraser Thompson, Investment Specialist Director, and Gary Robinson, Investment Manager and Partner, discuss the future of US growth investing and how they seek out companies that are positioning th...
Baillie Gifford 18th Apr 2024
Why Scottish Mortgage favours founder-led companies
Companies led by their creators offer big advantages for long-term investors: an inspirational vision plus the ability to push through radical change. Tom Slater, manager of Scottish Mortgage Inves...
Sustainability Disclosure Requirements: a practical guide for investors
The roll-out of new measures related to Sustainability Disclosure Requirements (SDR) begins in May when anti-greenwashing rules come into effect. Ahead of this, Fidelity’s...
Fidelity International 17th Apr 2024
The Week: US rate rises to take ‘longer than expected’
Jay Powell has finally said what a lot of economists were thinking – US rate rises are some way off, but that shouldn’t deter the ECB and Bank of England.
Adviser-Hub 17th Apr 2024
Opportunities in the US market today – panel discussion video #3
Market leadership is broadening out from its narrow focus on a handful of AI-related megacaps. Fund managers are exploring other growth themes, while also looking at small and mid cap companies onc...
Adviser-Hub 16th Apr 2024
The FCA’s Retirement income advice review
In their review, the FCA has identified some key areas for improvement for the retirement income advice market.
Fidelity Adviser Solutions 16th Apr 2024
Quantitative tightening: where does it go from here?
Based on recent statements from Fed governors, the most realistic scenario appears to be that the central bank will begin tapering the QT programme in June.
Capital Group 12th Apr 2024
US election check-in: what to watch in the coming months
Capital Group’s veteran politics watcher John Emerson discusses how the picture is taking shape ahead of the US elections in November, and casts an eye over other polling activity around the...
Magnificent Seven or bust – panel discussion video #2
Seven companies led markets higher in 2023, but investors have started to reappraise them since the start of the year. It may be the start of a broadening out of US stock markets. There are plenty...
Adviser-Hub 11th Apr 2024
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