Adviser-Hub articles

Article-Buildings-FED-01-smll2024 Market Updates

“A mood of angst”

As expected, the Federal Reserve (Fed) rounded off 2018 with its fourth interest-rate increase of the year, and its ninth since 2015. Fed policymakers raised the key federal funds rate by 25 basis...

Adviser-Hub 21st Dec 2018

Market Updates

The Week: Reasons to be cheerful 2019

2018 hasn’t been a classic year in markets, here are a number of reasons why investors can look forward to 2019 with more enthusiasm.

Adviser-Hub 20th Dec 2018

Market Updates

The Yield Curve: Economic Outlook for 2019

The yield curve gap has been a powerful and accurate predictor of recessions over the last 40 years. This month, we examine the recent movements in the yield curve and the implications of the shape of...

Adviser-Hub 19th Dec 2018

Fidelity19Dec18 VIDEO

Fidelity International | Hold on to your hat

Politics and economics are so often closely tied together, and Bill McQuaker, Portfolio Manager of the Fidelity Multi Asset Open range, believes that 2019 will be no different. Hear how policy makers...

Fidelity International 19th Dec 2018

Fidelity_18De18 VIDEO

Fidelity International | Navigating the shifting sands in 2019

Eugene Philalithis is not forecasting a recession in 2019, but he is positioning for a more volatile year ahead. Hear where he believes it will be necessary to reduce risk and where pockets of value m...

Fidelity International 18th Dec 2018

Market Updates

Asian Japan markets review: Japan faces economic headwinds in 2019

Japan’s economy contracted at an annualised rate of 2.5% during the third quarter of 2018, compared with an earlier calculation of -1.2%. Activity was curtailed during the year by a series of natural...

Adviser-Hub 18th Dec 2018

Market Updates

Emerging markets review: Emerging markets underperform over 2018

Emerging markets performed better than broader world markets during December, but underperformed global markets over 2018. Following a protracted war over trade tariffs, China and the US finally agree...

Adviser-Hub 18th Dec 2018

Article-Europe-01-smll2024 Market Updates

Europe market review: EU initiates Brexit contingency measures

Despite concerns that the eurozone’s economic expansion is showing signs of faltering, the European Central Bank confirmed that its programme of quantitative easing measures was ending at the...

Adviser-Hub 18th Dec 2018

Article-Chart-01-smll2024 Market Updates

Global bond market review: Rising risks to sovereign ratings

After a challenging 2018, risks to sovereign ratings are set to intensify in 2019. According to credit ratings agency Fitch, global financial conditions are tightening, political and geopolitical f...

Adviser-Hub 18th Dec 2018

Article-London-01-smll2024 Market Updates

UK bond market review: Choppy December for UK gilt yields

UK government bonds endured a choppy December as investor sentiment was dictated by Brexit and mounting fears of a no-deal scenario. Parliament was scheduled to hold a “meaningful vote”...

Adviser-Hub 17th Dec 2018

Article-DowningStreet-01-smll2024 Market Updates

UK equity market review: Mounting fears of a no-deal Brexit

Newsflow and investor sentiment were dominated by Brexit in December. Having managed to agree a Brexit deal with the EU in November, Prime Minister Theresa May later took the controversial decision...

Adviser-Hub 17th Dec 2018

Article-Chart-04-smll2024 Market Updates

UK equity income market review: UK equity yields surged over 2018

UK equity markets continued their downward trend into December amid intensifying speculation over the possibility of a no-deal Brexit. Although the government managed to reach an agreement with the...

Adviser-Hub 17th Dec 2018

Fidelity12Dec18 VIDEO

Fidelity International | Looking globally in 2019

Jeremy Podger, Portfolio Manager of Fidelity Global Special Situations Fund explains why 2019 has the potential to be a good year for equities. Against a backdrop of volatility, he outlines the pocket...

Fidelity International 12th Dec 2018

Fidelity11Dec18.png VIDEO

Fidelity International | Late cycle investing in 2019

Sajiv Vaid, Portfolio Manager of the Fidelity MoneyBuilder Income Fund, gives his outlook for bond markets in 2019. He explains where he is seeing pockets of value emerging in the asset class and remi...

Fidelity International 11th Dec 2018

Partner Zone

From tailwinds to headwinds: A new market regime

Explore our 2019 Investment Views, with expert analysis, asses class by asset class, to equip you with insight into what could lie ahead.

Ninety One 11th Dec 2018

Fidelity7Dec18 VIDEO

Fidelity International | Don’t wait for good news to buy UK equities

As a contrarian, the unrelenting negativity towards the UK equity market is making Fidelity Special Situations Fund Manager Alex Wright feel more positive on the prospects for the year ahead. Hear why...

Fidelity International 10th Dec 2018

Market Updates

US market review: Partial shutdown for the US government

Although US equity markets hit record highs during 2018, they ended the year in negative territory, pulled down by concerns over trade tensions, rising interest rates, a partial shutdown of the federa...

Adviser-Hub 10th Dec 2018

Market Updates

Global bond market review: Brexit sentiment drives European bond yields

European government bond yields rose sharply in November on the news that the UK and EU had finally managed to thrash out a Brexit deal.

Adviser-Hub 7th Dec 2018

Market Updates

Asian Japan markets review: Natural disasters dampen Japan’s growth

Japan’s economy shrank during the three months to September, contracting at an annualised rate of 1.2%. Spending and export activity were hampered over the summer by a series of natural disasters.

Adviser-Hub 7th Dec 2018

Article-London-01-smll2024 Market Updates

UK equity income market review: Brexit hangs in the balance

UK share prices fell during November as months of Brexit negotiation between the UK and the EU finally culminated in an agreed deal.

Adviser-Hub 7th Dec 2018

Article-Chart-04-smll2024 Market Updates

UK bond market review: Brexit: decision time

UK government bonds and the pound remained hostages to Brexit in November as the UK finally agreed a Brexit deal with the EU.

Adviser-Hub 7th Dec 2018

Article-Europe-01-smll2024 Market Updates

Global update: Deal or no deal … or no Brexit at all?

Months of Brexit speculation and uncertainty came to a head in November as the UK and the EU finally succeeded in reaching a Brexit deal.

Adviser-Hub 7th Dec 2018

Article-Europe-01-smll2024 Market Updates

Europe market review: Italy remains defiant

Brexit moved closer to a resolution during November as the EU and UK reached agreement on a deal; however, there are considerable doubts whether the deal will be ratified by the UK Parliament.

Adviser-Hub 7th Dec 2018

Market Updates

Emerging markets review: Investors hope for trade resolution at G20

Emerging markets generally performed more strongly than the broader global equity market during November, boosted by hopes that the US and China might resolve their ongoing trade dispute at the G20 su...

Adviser-Hub 7th Dec 2018

Market Updates

Market briefings looking back at November

A selection of articles, written by our expert investment writers, covering the markets looking back through November.

Adviser-Hub 7th Dec 2018

Article-Direction-05-smll2024 Market Updates

The Week: Is value back for good?

It is almost a decade since value investing was in the ascendancy, yet the past couple of months have seen a snap-back for the strategy. Can it last?

Adviser-Hub 6th Dec 2018

Fidelity_4Dec18.png VIDEO

Fidelity International | Leveraging litigation; the story of Burford

Burford Capital’s complex litigation financing business model meant it was hard for investors to analyse and the opportunity was overlooked by the wider market. Here we reveal the early potential Alex...

Fidelity International 4th Dec 2018

Article-Direction-03-smll2024 Market Updates

The Week: Santa rally ahead?

November 2018 It’s a festive tradition to discuss the prospects for a ‘Santa rally’ – will markets deliver this year?   A Santa rally has happened 84% of the time...

Adviser-Hub 29th Nov 2018

Article-Chart-01-smll2024 Market Updates

The Week: The value of dividends in a difficult climate

Stock markets may be bouncing around, but it looks like a good year ahead for income seekers as Janus Henderson forecasts record dividends in 2019.

Adviser-Hub 22nd Nov 2018

FidelityPearsons21Nov18 VIDEO

Fidelity International | Textbook investing: the story of Pearson

Despite being negatively rated by many external agencies, Alex Wright, manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC, believes the market has misread Pearson. In this...

Fidelity International 21st Nov 2018

InvestecGeopol13Jul18 Market Updates

Geopolitical landscape

Populism, Brexit, the Eurozone: How have Geopolitical risks evolved since the beginning of the year?

Adviser-Hub 16th Nov 2018

InvestecRisk113Jul18 Market Updates

Risks: Part 1

If bond yields move higher, is this the first domino to go?

Adviser-Hub 16th Nov 2018

InvestecRisk113Jul18 Market Updates

Risks: Part 2

Are we in the most hated bull market of all time?

Adviser-Hub 16th Nov 2018

InvestecRisk113Jul18 Market Updates

Opportunities

Looking through the bad news, opportunities are out there – it’s about picking and choosing your fights.

Adviser-Hub 16th Nov 2018

Investec_AlastairCM25Jul18 Market Updates

Investec Cautious Managed Fund

Watch Portfolio Manager Alastair Mundy’s update on the Fund covering the second quarter of 2018.

Adviser-Hub 16th Nov 2018

Investec_SimonUKA25Jul18 Market Updates

Investec | Investec UK Alpha Fund

Watch Portfolio Manager Simon Brazier’s update on the Fund covering the second quarter of 2018.

Adviser-Hub 16th Nov 2018

Investec_JohnDIF25Jul18 Market Updates

Investec Diversified Income Fund

Watch Portfolio Manager John Stopford’s update on the Fund covering the second quarter of 2018.

Adviser-Hub 16th Nov 2018

Investec_IainMAP25Jul18 Market Updates

Investec | Investec Multi Asset Protector Fund

Watch Portfolio Manager Iain Cunningham’s update on the Fund covering the second quarter of 2018.

Adviser-Hub 16th Nov 2018

Market Updates

A Guide to Defensification

'Defensification' is the holistic investment approach to defensive returns that we apply to the Investec Diversified Income Fund.

Ninety One 16th Nov 2018

Market Updates

A Guide to Defensification Chapter Two

Chapter 2 of Investec Asset Management’s Guide to Defensification see the managers behind the Investec Diversified Income Fund continue to provide insight around their approach to running thi...

Ninety One 16th Nov 2018

Article-London-01-smll2024 Market Updates

The Week: Deal, but no cigar

We have a deal on Brexit, but it appears to have resolved little about the future EU/UK relationship. It’s likely to be business as usual for UK assets

Adviser-Hub 15th Nov 2018

FidelityEPhilalithisNov18 VIDEO

Fidelity International | Eugene Philalithis on the Fidelity Multi Asset Income range

In this video Eugene discusses why his approach to flexible asset allocation can help deliver sustainable income through the cycle and maintain a focus on capital protection.

Fidelity International 14th Nov 2018

Market Updates

Market briefings looking back through October

A selection of articles, written by our expert investment writers that cover the markets looking back through October.

Adviser-Hub 13th Nov 2018

Market Updates

Which Regions offer the Best Factor Returns

While factor return products are becoming more and more popular, investors may be interested if factor returns are higher in certain regions than others. This month, we investigate the size of factor...

Adviser-Hub 12th Nov 2018

Article-Buildings-FED-01-smll2024 Market Updates

US market review: US equities plummet in October

Financial markets experienced a volatile October and the S&P 500 Index experienced one of its worst Octobers since 1928 as investors became increasingly concerned about the outlook for global e...

Adviser-Hub 9th Nov 2018

Article-London-01-smll2024 Market Updates

UK equity income market review: Record Q3 for UK dividends

Concerns about Brexit, global economic growth, geopolitical issues and monetary tightening undermined investors’ confidence during October and share prices generally fell.

Adviser-Hub 9th Nov 2018

Article-Chart-01-smll2024 Market Updates

Global bond market review: A choppy month for bond investors

A turbulent October sent investors scrambling for the perceived safety of “haven” assets such as the Japanese yen, US Treasury bonds, and gold.

Adviser-Hub 9th Nov 2018

Market Updates

Emerging markets review: Clouded outlook for emerging markets

The IMF expressed concern over the outlook for emerging markets during October: as monetary policy continues to normalise in advanced economies, capital inflows to emerging economies could start to de...

Adviser-Hub 9th Nov 2018

Market Updates

Asian Japan markets review: Asian markets drop in October

Asian equity markets generally posted sharp declines during October. Nevertheless, Asia continues to drive global economic growth.

Adviser-Hub 9th Nov 2018

Market Updates

Global update: October’s global sell-off

October proved a torrid month for investors as equity markets fell heavily. The global sell-off was attributed to a range of factors, including concerns over Italy’s budget, wider worries about Brexit...

Adviser-Hub 9th Nov 2018

Article-Chart-04-smll2024 Market Updates

Europe market review: Europe: “a bunch of uncertainties”

European equity markets fell during October against a backdrop of intensifying worries relating to the impact of rising protectionism, Brexit and concerns over Italy's budget.

Adviser-Hub 9th Nov 2018

Article-London-01-smll2024 Market Updates

UK equity market review: A Brexit deal remains elusive

UK share prices fell sharply during October as investors became increasingly rattled by a combination of factors, including concerns over global growth and worries over Brexit.

Adviser-Hub 9th Nov 2018

Article-London-01-smll2024 Market Updates

UK bond market review: Gilt yields tumble in October

Turmoil in global financial markets and sharp losses in equity markets drove up demand for gilts during October, leading to a decline in gilt yields.

Adviser-Hub 9th Nov 2018

Market Updates

The Week: US Midterms - a check on Trump's power

November 2018 Trump’s unique brand of rhetoric failed to chime with voters in the mid-terms – what does it mean for investors? Markets have rallied since the mid-term elections...

Adviser-Hub 8th Nov 2018

Market Updates

The Emerging Markets Forum

Notes from The Emerging Markets Forum 2018 The Emerging Markets Forum brought together five leading asset managers, for in-depth discussions on the key dynamics at play within the asset class. Foll...

Adviser-Hub 8th Nov 2018

5Nov_1SimonAlph VIDEO

Investec | Investec UK Alpha Fund: Q3 2018

Watch Portfolio Manager Simon Brazier’s update on the Fund covering the third quarter of 2018. A core UK equity fund focused on attractively values, quality businesses.

Ninety One 5th Nov 2018

5Nov18_2.DiversifiedJohnSt VIDEO

Investec | Investec Diversified Income Fund: Q3 2018

Watch Portfolio Manager John Stopford’s update on the Fund covering the third quarter of 2018. Can be used as a defensive alternative or a source of income.

Ninety One 5th Nov 2018

5Nov18_3BlakeHuEquity VIDEO

Investec | Investec UK Equity Income: Q3 2018

Watch Portfolio Manager Blake Hutchin’s update on the Fund covering the third quarter of 2018, during which the Fund reached its 3 year track record and markets saw increased volatility.

Ninety One 5th Nov 2018

5Nov_5AlastairCauti VIDEO

Investec | Investec Cautious Managed Fund: Q3 2018

Watch Portfolio Manager Alastair Mundy’s update on the Fund covering the third quarter of 2018. Blends out of favour equities for growth with complementary asset seeking to dampen volatility

Ninety One 5th Nov 2018

Article-London-01-smll2024 Market Updates

The Week: Why was the budget so boring?

The 2018 Budget was boring, even by the standard of recent budgets, but the constraints of Brexit make it difficult to implement any radical ideas

Adviser-Hub 1st Nov 2018

Article-DowningStreet-01-smll2024 Market Updates

Budget 2018: the end of austerity?

The era of austerity is coming to an end, according to Chancellor of the Exchequer Philip Hammond. Government spending is set to pick up, boosted by a better-than-expected outlook for economic grow...

Adviser-Hub 30th Oct 2018

Fidelity25Oct18 VIDEO

Fidelity International | The three paradigms of alpha generation

Jeremy Podger, portfolio manager of the Fidelity Global Special Situations Fund, looks to identify and balance opportunities in corporate change, unique businesses and stocks offering exceptional valu...

Fidelity International 29th Oct 2018

Market Updates

The Week: Has the US economic miracle come to an end?

The volatility in markets this week appears to have been caused by a belief that the US economic miracle is about to come to an end. Trump only has himself to blame

Adviser-Hub 25th Oct 2018

Article-America-01-smll2024 Market Updates

US market review: Sharp falls in US share prices

Having risen by over 25% over 2017, the Dow Jones Industrial Average Index fell during February to levels last seen at the end of November.

Adviser-Hub 23rd Oct 2018

Article-Chart-05-smll2024 Market Updates

US interest rates reach a ten-year high

The US Federal Reserve raised its key federal funds rate by 0.25 percentage points to a range of 2% to 2.25% at its September monetary policy meeting. The unanimous decision represented the third incr...

Adviser-Hub 19th Oct 2018

Article-Direction-05-smll2024 Market Updates

How should families discuss their finances?

We are seeing the largest inter-generational wealth transfer in history - an increase of 66% in the United Kingdom over the next 10 years to £115 billion in 2027¹, according to the Cen...

Adviser-Hub 18th Oct 2018

Article-London-01-smll2024 Market Updates

The Week: Tough times for UK equities

After a difficult run for UK equities, investors need to believe that neither a Labour Government nor a no deal Brexit is a possibility. A combination of a no-deal Brexit and a Labour government...

Adviser-Hub 18th Oct 2018

Market Updates

How share buybacks can boost returns

Companies regularly change their total amount of shares-in-issue through new share issuances or share buybacks. This month, we examine if changes in shares-in-issue have an impact on future returns. W...

Adviser-Hub 16th Oct 2018

Market Updates

Video: Emerging markets - confronting the concerns

Emerging Market Equities Senior Analyst Douglas Turnbull discusses some of the key issues that are impacting emerging markets at the moment. Watch here

Adviser-Hub 11th Oct 2018

Market Updates

The Week: Wobbly times

Stock markets have started to wobble. A sell-off in Asia has spread across the globe. Having been talked about for months, is the sell-off finally here?

Adviser-Hub 11th Oct 2018

Fidelity10Oct18 VIDEO

Fidelity International | Flexible thinking in changing times

From trade wars and tech valuations to diverging monetary policy and desynchronising global growth - today’s watchlist for global investors is long and significant.

Fidelity International 10th Oct 2018

Article-Global-01-smll2024 Market Updates

Market briefings looking back at September

A selection of articles have been written by our expert investment writers that cover the markets looking back through September.

Adviser-Hub 9th Oct 2018

Article-Direction-05-smll2024 Market Updates

Impact investing: the future of active management?

Investing for good is a fast growing trend – and one worth exploring for any professional or private investor. Many savers feel passionate about protecting the environment  - in particul...

Adviser-Hub 9th Oct 2018

Market Updates

Fed tightens rates

September 2018 US Treasury bond yields increased as investors awaited the next development in the trade war between the US and China. The yield on the ten-year Treasury bond rose as high as 3.1%, b...

Adviser-Hub 5th Oct 2018

Article-London-01-smll2024 Market Updates

Brexit dominates in September

September 2018 Brexit continued to overshadow sentiment in the UK during September as the EU rejected Prime Minister Theresa May’s Chequers Plan. The post-Brexit position of Northern Ireland...

Adviser-Hub 5th Oct 2018

Market Updates

Inflation picks up in Japan

September 2018 as expected, the Bank of Japan kept its monetary policy unchanged in September, maintaining its short-term interest rate target at minus 0.1% and an annual target of around 80 trilli...

Adviser-Hub 5th Oct 2018

Market Updates

China accuses US of “trade bullyism”

September 2018 The trade war between the US and China continued to escalate during September. Following the US’s imposition of levies on US$200 billion-worth of Chinese products, China announ...

Adviser-Hub 5th Oct 2018

Article-Global-04-smll2024 Market Updates

Italy’s spending plans raise eyebrows

September 2018 Having recovered slightly during September, share prices in Italy fell heavily at the end of September as Italy’s government raised eyebrows with a controversial budget. The go...

Adviser-Hub 5th Oct 2018

Article-Europe-01-smll2024 Market Updates

Brexit enters the last six months

Gilt yields rose during September as the Brexit negotiation process moved towards its final six months and a summit in Salzburg ended without a deal. The IMF concluded its annual assessment of the UK...

Adviser-Hub 5th Oct 2018

Fidelity4Oct18 VIDEO

Fidelity International | Bill McQuaker on the Fidelity Multi Asset Open range

Find out how Bill McQuaker manages the Fidelity Multi Asset Open range to deliver better outcomes for clients. What differentiates Fidelity Multi Asset from the rest of the pack?

Fidelity International 4th Oct 2018

Article-London-01-smll2024 Market Updates

"Moment of truth"?

September 2018 With six months to go until Brexit takes place, the negotiation process stalled in Salzburg as the EU rejected Prime Minister Theresa May’s Chequers plan. European Council Pres...

Adviser-Hub 4th Oct 2018

Market Updates

Tit-for-tat trade war continues

September 2018 As the trade war between the US and China rumbled on, the US imposed tariffs of 10% on US$200 billion-worth of Chinese products, rising to 25% on 1 January next year, and China retal...

Adviser-Hub 4th Oct 2018

Article-Chart-04-smll2024 Market Updates

The Week: A decade on from the financial crisis, how do the banks look today?

On a total return basis, the FTSE All Share is up 139% over the last decade to end September. In contrast, the FTSE All Share Banks Index is down -6% Banks account for 11.9% of the FTSE 100, 12.2...

Adviser-Hub 4th Oct 2018

Market Updates

Global update: EU rejects Chequers plan

he possibility of a hard Brexit came more sharply into focus during September as an EU summit in Salzburg rejected Prime Minister Theresa May’s Chequers plan. European Council (EC) President Don...

Adviser-Hub 2nd Oct 2018

Robots1_Cards Market Updates

Active or passive: the right strategy for your firm and your clients

In an age where IFAs increasingly look to partner with online investment management services to combat robo creep, the question remains, active or passive – which strategy is right for your firm...

Adviser-Hub 27th Sep 2018

Article-Buildings-FED-01-smll2024 Market Updates

The Week: The Fed tightens rates, but do money markets share its optimism?

As the Fed hikes rates once again, and predicts more rises this year and next, the yield curve continues to flatten.

Adviser-Hub 27th Sep 2018

Article-balance-01-smll2024 Market Updates

Financial advisers are under-engaging with HNW clients

A new report from Oppenheimer and global research firm CoreData Research suggests advisers are missing an opportunity to build long-term relationships with families as wealth transitions across genera...

Adviser-Hub 25th Sep 2018

Business Toolkit

The point of impact

Stephanie Sotiriou, senior investment manager and ethical specialist at TAM Asset Management, talks to Adviser-Hub about impact investing and how advisers should position with clients.   Wh...

Adviser-Hub 20th Sep 2018

Article-Global-01-smll2024 Market Updates

Market briefings looking back at August

The below selection of articles have been written by our expert investment writers and cover the markets looking back through August. Asia Japan markets review A new Prime Minister for Austral...

Adviser-Hub 20th Sep 2018

Market Updates

The Week: As the China/US trade war escalates, what will bring it to an end?

The US/China trade war accelerated again this week.

Adviser-Hub 20th Sep 2018

AH-vidarticle-Fidelity7Sep18 Market Updates

Video: Kung-Fu and swimming with sharks

To deliver better outcomes for clients, Fidelity Multi Asset draws on the team’s length and breadth of experience with a focus on fundamental research. Individuals with very diverse backgrounds work t...

Fidelity International 19th Sep 2018

Article-Animals-Bear-01-smll2024 Market Updates

The Week: The pace of change

A messy week in the retail sector should remind investors that structural change is a prolonged and difficult process.

Adviser-Hub 13th Sep 2018

Fidelity7Sep18 VIDEO

Fidelity International | Kung-fu and swimming with sharks

To deliver better outcomes for clients, Fidelity Multi Asset draws on the team’s length and breadth of experience with a focus on fundamental research. Individuals with very diverse backgrounds work t...

Fidelity International 7th Sep 2018

Article-Event-04-smll2024 Market Updates

The Week: What does good diversification look like?

Diversification used to be easy. Investors just had to mix equities and bonds. Not so today, as the influence of passive funds and monetary policy weighs on markets. 

Adviser-Hub 6th Sep 2018

Market Updates

Global update: What's next for Nafta?

Trade talks took a fresh turn during August as the US and Canada failed to reach agreement over the renegotiation of the North American Free Trade Agreement (Nafta).

Adviser-Hub 5th Sep 2018

Article-America-01-smll2024 Market Updates

S&P 500 achieves its longest-ever bull run

August 2018 The S&P 500 Index achieved its longest bull market in history, superseding the previous record of 3,452 days that was set during the technology boom of the early noughties. The US r...

Adviser-Hub 5th Sep 2018

Article-Europe-01-smll2024 Market Updates

Consumer confidence dips in Europe

August 2018 Share prices dipped across European markets at the end of August following the news that consumer confidence in the eurozone had posted a sharp drop. According the European Commission (...

Adviser-Hub 5th Sep 2018

Market Updates

A tough month for emerging markets

August 2018 Emerging markets generally fell during August, undermined by an increasingly hawkish US central bank, a strengthening US dollar and unease over escalating trade tensions. The Turkish li...

Adviser-Hub 5th Sep 2018

Market Updates

A new Prime Minister for Australia

August 2018 The share prices of larger companies performed better than their medium-sized counterparts during August. Over the month as a whole, the Nikkei 225 Index rose by 1.4%, while the Topix I...

Adviser-Hub 5th Sep 2018

Article-America-01-smll2024 Market Updates

US yield curve flattens

August 2018 As the US yield curve has continued to flatten, some officials at the Federal Reserve (Fed) are monitoring its trajectory for evidence of economic downturn. In the past, narrowing sprea...

Adviser-Hub 5th Sep 2018

Article-London-01-smll2024 Market Updates

Brexit affects investor sentiment

August 2018 Gilt yields declined during most of August, but rallied towards the end of the month amid speculation that BoE Governor Mark Carney might be requested to stay on beyond the end his term...

Adviser-Hub 5th Sep 2018

Article-Europe-01-smll2024 Market Updates

Brexit concerns intensify

August 2018 Amid mounting fears that the UK might have to exit the EU without a deal, the pound wobbled during August, dipping below US$1.27 against the US dollar for the first time in over a year....

Adviser-Hub 5th Sep 2018

Article-London-01-smll2024 Market Updates

UK equity yields rise in August

August 2018 UK equity markets declined during August as investor sentiment was undermined by escalating concern that Brexit might actually take place without the UK and EU reaching a deal. The yiel...

Adviser-Hub 5th Sep 2018

Market Updates

Is the US hot or not?

The Federal Reserve isn’t worried about the US overheating, but should investors be concerned?

Adviser-Hub 30th Aug 2018

Market Updates

The Week: A bumper year for global dividends, but what about the UK?

The latest statistics from the Janus Henderson Global Dividend index show payouts improving across the globe, but the UK appears a notable laggard.

Adviser-Hub 23rd Aug 2018

Market Updates

Do Stock Market Corrections Lead Recessions?

Investors will be aware that the current 10-year bull-run within the stock market is one of the longest in history. This period of positive performance has coincided with growth in western economies t...

Adviser-Hub 21st Aug 2018

Market Updates

The Week: Turkey: an idiosyncratic problem or a threat to wider emerging markets?

Turkey has seen a temporary resolution to its current crisis with the injection of $15bn of Qatari cash, but it is still in crisis

Adviser-Hub 16th Aug 2018

Article-London-01-smll2024 Market Updates

UK equity income market review: Mining sector fuels Q2 dividend growth

The second quarter is an important one for UK equity income investors, as it accounts for one-third of total annual dividends. Underlying dividend growth rose at an annualised rate of 7.1% during t...

Adviser-Hub 14th Aug 2018

Market Updates

Global bond market review: Trade fears stoke bond yields

Global bond yields generally rose during July as escalating trade tensions undermined investors’ confidence. Nevertheless, despite concerns over the possible impact of the deepening trade wars, Federa...

Adviser-Hub 14th Aug 2018

Market Updates

Asia Japan markets review: Trade fears dampen confidence

July 2018 Concerns over the impact of trade wars is starting to affect confidence amongst Japanese companies, according to the Bank of Japan’s quarterly Tankan survey of business sentiment. O...

Adviser-Hub 14th Aug 2018

Market Updates

Emerging markets review: No winners in a global trade war

July 2018 During July, President Donald Trump imposed US$34 billion in tariffs on Chinese goods, prompting China to respond with US$34 billion of levies on US imports. The US announced plans to imp...

Adviser-Hub 14th Aug 2018

Market Updates

Global update: Deal or no deal?

Investors became increasingly preoccupied by the possibility of a “no-deal” Brexit during July as the UK’s Parliament broke up for the summer recess.

Adviser-Hub 9th Aug 2018

Article-Europe-01-smll2024 Market Updates

Europe market review: Junker and Trump discuss trade

As the US imposed controversial tariffs on Chinese imports – and China responded in kind – President Donald Trump met with European Commission President Jean-Claude Juncker. The two par...

Adviser-Hub 9th Aug 2018

Article-DonaldTrump-01-smll2024 Market Updates

US market review: Trade tariffs start to bite

Some US businesses have “scaled back or postponed” plans for capital spending amid mounting concern over the potential consequence of President Donald Trump’s controversial new tr...

Adviser-Hub 9th Aug 2018

Market Updates

The Week: Is Musk going private? The implications for public markets

Elon Musk has said he is considering taking Tesla private. Does this say something about the constraints investors are placing on company management?

Adviser-Hub 9th Aug 2018

Article-Puzzle-01-smll2024 Marketing Toolkit

10 Reasons to use a Financial Adviser

A good financial adviser can be the difference between financial well-being and financial stress. You know that, but sometimes potential clients can take a little persuading. With this in mind, we&...

Adviser-Hub 9th Aug 2018

Investec_9Aug18 VIDEO

Investec | Two years on from Brexit, what's in store for UK investors?

At our London Global Insights event held in June this year we asked our portfolio manager and strategy leaders: Two years on from the Brexit vote, what’s in store for UK investors in the next 12 month...

Ninety One 9th Aug 2018

Article-Global-01-smll2024 Market Updates

Market briefings looking back at July

A selection of articles written by our expert investment writers, covering the markets looking back through July.

Adviser-Hub 9th Aug 2018

Article-London-01-smll2024 Market Updates

UK bond market review: Sterling wobbles in July

July 2008 Gilt yields rose and gilt prices fell during July amid expectations that the Bank of England (BoE) would increase its key interest rate at the Monetary Policy Committee’s (MPC&rsquo...

Adviser-Hub 9th Aug 2018

Article-Europe-01-smll2024 Market Updates

UK equity market review: Brexit pressure builds

July 2018 With less than eight months to go before the UK leaves the EU, the possibility of a “no-deal” Brexit became a hot topic during July. The Government was thrown into disarray ea...

Adviser-Hub 9th Aug 2018

Fidelity Multi Asset podcast: Market disconnect - time to tread carefully

James Bateman, CIO Multi Asset, Markets Analyst Charlotte Harington, and Portfolio Manager Eugene Philalithis explain why there’s a shift in sentiment over Europe and try to square the mixed messaging...

Adviser-Hub 6th Aug 2018

Market Updates

BAILLIE GIFFORD - Our Events

Please click here to find a schedule of upcoming events in 2025 where you can meet Baillie Gifford staff. This schedule will be updated throughout the year.

Adviser-Hub 6th Aug 2018

Market Updates

Funds

Search our extensive range of OEICs and investment trusts.

Adviser-Hub 6th Aug 2018

Article-DonaldTrump-01-smll2024 Market Updates

US GDP: keep dancing while the music is playing?

Is US GDP running at over 4% encouraging or scary? On the one hand it seems that the engine of the world economy is in rude health; but it may also accelerate the pace of interest rate rises and ha...

Adviser-Hub 2nd Aug 2018

Market Updates

Video: John Greenwood's quarterly economic outlook: Q3 2018

Will a trade war undermine economic growth? While it is possible that political issues could hamper the economic upswing in some countries, my view remains that the business cycle is the ultimate and...

Adviser-Hub 30th Jul 2018

Investec_AlastairCM25Jul18 VIDEO

Investec | Investec Cautious Managed Fund: Q2 2018

Watch Portfolio Manager Alastair Mundy’s update on the Fund covering the second quarter of 2018.

Ninety One 25th Jul 2018

Investec_SimonUKA25Jul18 VIDEO

Investec | Investec UK Alpha Fund: Q2 2018

Watch Portfolio Manager Simon Brazier’s update on the Fund covering the second quarter of 2018.

Ninety One 25th Jul 2018

Investec_JohnDIF25Jul18 VIDEO

Investec | Investec Diversified Income Fund: Q2 2018

Watch Portfolio Manager John Stopford’s update on the Fund covering the second quarter of 2018.

Ninety One 25th Jul 2018

Investec_IainMAP25Jul18 VIDEO

Investec | Investec Multi Asset Protector Fund: Q2 2018

Watch Portfolio Manager Iain Cunningham’s update on the Fund covering the second quarter of 2018.

Ninety One 25th Jul 2018

Article-London-01-smll2024 Market Updates

The Week: False hope on UK assets

While international fund managers seemed to give the UK market a tentative thumbs up, it is not a ringing endorsement. 

Adviser-Hub 25th Jul 2018

Robots1_Cards Business Toolkit

The rise of the hybrid-robos: how IFAs can future-proof their businesses

Robo-advisors are evolving into a new bionic threat. Scalable Capital has introduced human advisers and Wealthify and Nutmeg are considering it.

Various 24th Jul 2018

Cards-Robots-03 Business Toolkit

How IFAs can take advantage of the FCA robo review: play them at their own game

In May of this year, the FCA published its review into ‘automated investment services’ – or robo advice platforms. In part the findings amounted to a suprising rebuke of their offeri...

Various 19th Jul 2018

Market Updates

The Week: Inflation statistics: another gloomy sign?

This month’s inflation data undershot. Another reason to be gloomy about the UK’s prospects?

Adviser-Hub 19th Jul 2018

Fidelity17Jul18 VIDEO

Fidelity International | Trade wars: China v US

Bill McQuaker and analyst Riccardo Muscio discuss the ongoing trade war between China and the US. What is the dispute really about? Is the US simply levelling the playing field or are they strategical...

Fidelity International 17th Jul 2018

Article-Global-01-smll2024 Market Updates

Market briefings looking back at June

A selection of articles written by our expert investment writers that cover the markets looking back through June.

Adviser-Hub 16th Jul 2018

Market Updates

Global bond market review: Rising demand for “safe havens”

June 2018 Demand for investments perceived to be “safe havens” – such as US Treasury Bonds, the Japanese yen and the Swiss franc – was boosted during the month by concerns o...

Adviser-Hub 16th Jul 2018

Market Updates

US market review: “Losers on both sides”?

June 2018 Trade dominated newsflow and sentiment in the US during June. Investors endured a lacklustre month as financial markets reacted to the latest moves from the US Government and its key trad...

Adviser-Hub 16th Jul 2018

Article-Europe-01-smll2024 Market Updates

UK equity market review: “Cards on the table”

June 2018 UK equity markets were blighted during June by Brexit, amid rising concerns over the UK’s lack of progress as the deadline moves closer. EC President Donald Tusk called on the UK to...

Adviser-Hub 16th Jul 2018

Article-London-01-smll2024 Market Updates

UK equity income market review: Brexit continues to cast a shadow

June 2018 Although escalating trade tensions dominated global investor sentiment in June, the UK also had to contend with Brexit-related issues against a backdrop of criticism over the Government&r...

Adviser-Hub 16th Jul 2018

Article-London-02-smll2024 Market Updates

UK bond market review: UK rates to rise in August?

June 2018 June proved to be another uneven month for UK government bonds. Investor sentiment was at the mercy of macroeconomic factors, from US President Donald Trump’s introduction of puniti...

Adviser-Hub 13th Jul 2018

Market Updates

Europe market review: ECB unlikely to raise rates before summer 2019

June 2018 Although the eurozone’s rate of inflation has moved closer to target, the ECB does not expect to tighten interest rates until “at least through the summer of 2019”. Else...

Adviser-Hub 13th Jul 2018

Market Updates

Emerging markerts review: Sino-US relations continue to sour

June 2018 June proved to be a challenging month for emerging market investors as trade tensions between the US and China continued to escalate. Following US President Donald Trump’s decision...

Adviser-Hub 13th Jul 2018

Articles-Japan-01-smll2024 Market Updates

Asian Japan Markets Review: Trade wars cloud the outlook for exporters

June 2018 Escalating trade wars between the US and some of the world’s largest economies have raised fears that new trade tariffs could undermine the economies of major exporting nations in A...

Adviser-Hub 13th Jul 2018

InvestecRisk113Jul18 VIDEO

Investec | Opportunities

Looking through the bad news, opportunities are out there – it’s about picking and choosing your fights.

Ninety One 13th Jul 2018

InvestecRisk113Jul18 VIDEO

Investec | Risks: Part 2

Are we in the most hated bull market of all time?

Ninety One 13th Jul 2018

InvestecRisk113Jul18 VIDEO

Investec | Risks: Part 1

If bond yields move higher, is this the first domino to go?

Ninety One 13th Jul 2018

InvestecGeopol13Jul18 VIDEO

Investec | Geopolitical landscape

Populism, Brexit, the Eurozone: How have Geopolitical risks evolved since the beginning of the year?

Ninety One 13th Jul 2018

FidelityFindinghidden12Jul18 VIDEO

Fidelity International | Finding hidden income

Eugene Philalithis, portfolio manager of the Multi Asset Income range explains why he's looking at loans as a diversified source of income and how he's reducing risk in the portfolio in order to navig...

Fidelity International 12th Jul 2018

Market Updates

The Week: The US: how long can the party last?

The US market has been labelled over-valued, over-concentrated and over-indebted, but still it continues to rise. What might disrupt its trajectory?

Adviser-Hub 12th Jul 2018

Market Updates

Why Do Factor Returns Exist?

The reasons for the existence of factor premiums is hotly debated. Those in the mispricing camp believe that factor premiums exist because investors misprice stocks, while those in the risk-based camp...

Adviser-Hub 11th Jul 2018

Article-WorldCupRussia-01-2019 Analysis & Opinion

The Week: Will the World Cup boost Russian growth?

Does hosting a major sporting event boost economic growth? 

Adviser-Hub 4th Jul 2018

Market Updates

Trade tensions intensify

Financial markets in June were soured by the rapidly deteriorating trade relationship between the US and China. The IMF warned that the US’s aggressive trade strategy risked harming the global economy...

Adviser-Hub 2nd Jul 2018

Article-DonaldTrump-01-smll2024 Market Updates

The Week: Talking bulls

The US bull market is on course to be the longest in history, but that inevitably means it is closer to the end that the beginning. The US bull market has just 53 days left to beat the longest...

Adviser-Hub 28th Jun 2018

Market Updates

The Week: The £100bn opportunity for asset managers

While fund managers scout around for the next big thing, the real answer to increased flows may be right in front of their noses.

Adviser-Hub 21st Jun 2018

EugueneFidelityJun18 VIDEO

Fidelity International | Eugene Philalithis: What I've learned

What I've learned’ is a new video series in which Fidelity portfolio managers share key moments from their personal and professional lives which shaped who they are as investors today. Eugene Philalit...

Fidelity International 21st Jun 2018

ThreereasonsFIL20June VIDEO

Fidelity International | Three reasons why oil is troubling markets

Bill McQuaker takes a look at the three main drivers behind the rising cost of oil and what that means for investors. How does an inflated oil price impact on the fundamentals and where can investors...

Fidelity International 20th Jun 2018

Part2_FidelityJun18 VIDEO

Fidelity International | Growth vs Value - the big debate

In this video feature, we tackle the thorny issue of growth vs value.

Fidelity International 19th Jun 2018

Market Updates

FOMC raises rates at their June meeting

US Federal Reserve (Fed) policymakers raised interest rates for the second time this year, increasing the key federal funds rate by 0.25 percentage points to a range of 1.75% to 2%. The decision was w...

Adviser-Hub 18th Jun 2018

Fidelity15June18 VIDEO

Fidelity International | Market leadership - Tech for tech’s sake?

The technology sector had a strong year in 2017 and investors have begun to question whether the stellar performance means stocks are now overvalued.

Fidelity International 15th Jun 2018

Article-DonaldTrump-01-smll2024 Market Updates

The Week: Why are global investors moving back to the US?

Valuations are expensive, there’s an unpredictable egoist in charge of the economy and stock market growth has been heavily geared to a number of companies whose moral position now looks dang...

Adviser-Hub 14th Jun 2018

Market Updates

Do Factor Returns work in Large Caps?

Smart beta and factor return strategies tend to invest in the liquid, large-cap segment of the market, ensuring that the products are scalable. The downside to this strategy is that large caps receive...

Adviser-Hub 12th Jun 2018

Market Updates

Global bond market review|: Political turmoil in Italy

May 2018 Having breached 3% for the first time since 2011 in April, the ten-year US Treasury Bond yield rose above 3.10% in May. As the month progressed, however, Treasury bond yields subsided, dam...

Adviser-Hub 11th Jun 2018

Market Updates

Asian Japan markets review: Asian economies vulnerable to trade tensions

May 2018 Economic growth in Asian countries – particularly Singapore and Hong Kong – is still heavily reliant on merchandise exports, according to Moody’s Investors Service, and e...

Adviser-Hub 11th Jun 2018

Market Updates

Emerging markets review: Argentina raises rates to 40%

May 2018 Sentiment towards emerging markets was undermined during May by speculation that US monetary policy is likely to tighten more aggressively than previously anticipated, and by escalating co...

Adviser-Hub 11th Jun 2018

Article-Europe-01-smll2024 Market Updates

Europe market review: EU hit by US levies

May 2018 Trade tensions and political instability unsettled European investors during May. Markets were dealt a blow by the news that US President Donald Trump had decided, after all, to impose tar...

Adviser-Hub 11th Jun 2018

Article-London-01-smll2024 Market Updates

UK equity income market review: UK equity indices rise above the tension

May 2018 Despite escalating trade tensions, uncertainties over Brexit, and political instability in Italy, UK equity markets rose during May. The FTSE 100 Index increased by 2.2% and reached a new...

Adviser-Hub 11th Jun 2018

Article-Global-01-smll2024 Market Updates

Market briefings looking back at May

A selection of articles, written by our expert investment writers that cover the markets looking back through May.

Adviser-Hub 11th Jun 2018

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US market review: Escalating trade tensions

May 2018 The prospect of global trade wars moved closer during May. The US announced that it would start imposing tariffs on steel and aluminium imports from the EU, Canada and Mexico, and also on...

Adviser-Hub 8th Jun 2018

Article-Chart-04-smll2024 Market Updates

UK equity market review: Macroeconomic issues drive sentiment

May 2018 UK equity markets rose over May as a whole, but investors’ attention was absorbed by Italy’s ongoing political problems, question-marks over the UK Government’s commitmen...

Adviser-Hub 8th Jun 2018

Article-London-02-smll2024 Market Updates

UK bond market review: Gilt yields driven down by demand for safe havens

May 2018 UK gilts experienced a choppy month during May. The yield on the benchmark ten-year government bond rose above 1.55% during the middle of the month, but plummeted towards the end of May as...

Adviser-Hub 8th Jun 2018

Market Updates

The Week: Is the recent emerging market decline terminal?

Emerging markets have suffered over the past few months, as the Dollar has strengthened and US bond yields have risen. 

Adviser-Hub 7th Jun 2018

Article-Global-03-smll2024 Business Toolkit

What are the big questions troubling business owners?

Google acts as doctor, therapist and now as management consultant as small business owners seek answers Small business owners make extensive use of the search engine to solve business problems...

Adviser-Hub 7th Jun 2018

AH-vidarticle-Fidelity29May Market Updates

Video: From unloved to recovery; the secrets of Alex Wright’s success

In this short video, Fidelity Special Situations Fund Manager Alex Wright, FE Alpha Manager of the Year 2017, reveals his contrarian value investment philosophy and three stage investment cycle. His d...

Fidelity International 6th Jun 2018

Market Updates

Global update: Trade wars on the horizon

May 2018 Corporate news took a back seat during May as political developments directed investor sentiment. The possibility of an international trade war moved closer during the month as the US pres...

Adviser-Hub 4th Jun 2018

Article-Communications-02-smll2024 Business Toolkit

A regulatory framework for the digital era?

Despite GDPR now a reality, many UK businesses still have their head stuck in the sand rather than face the reality. Paul Holland, CEO of cyber security innovator Beyond Encryption, considers how GDPR...

Adviser-Hub 31st May 2018

Article-Building-04-smll2024 Market Updates

The Week: La Dolce Vita?

Markets have been soothed by Italy’s apparently successful bond auction. Are they too quick to revert to business as usual?

Adviser-Hub 31st May 2018

Fidelity_AlexWright29May VIDEO

Fidelity International | From unloved to recovery; the secrets of Alex Wright’s success

In this short video, Fidelity Special Situations Fund Manager Alex Wright, FE Alpha Manager of the Year 2017, reveals his contrarian value investment philosophy and three stage investment cycle. His d...

Fidelity International 29th May 2018

Market Updates

The Week: Is there any hope for the High Street?

t was another grim week for the UK high street. M&S looks set to tumble out of the FTSE 100 as it announced falling profits.

Adviser-Hub 24th May 2018

Article-Global-01-smll2024 Market Updates

Market briefings looking back at April

A selection of articles, written by our expert investment writers that cover the markets looking back through April.

Adviser-Hub 23rd May 2018

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US market review: Strong beginning to the Q1 earnings season

April 2018 Strong first-quarter earnings reports provided a boost for investors who have been distracted by ongoing political developments and concerns over possible trade wars. Of the companies th...

Adviser-Hub 22nd May 2018

Article-London-01-smll2024 Market Updates

UK equity market review: Corporate activity dominates the FTSE 100

April 2018 UK markets in April were notable for a flurry of corporate activity that was concentrated in the FTSE 100 Index, and large companies generally outperformed their medium-sized counterpart...

Adviser-Hub 22nd May 2018

Article-Chart-04-smll2024 Market Updates

UK bond market review: UK economic growth disappoints

April 2018 Mounting speculation over inflation drove up government bond yields around the world in the middle of April, and the benchmark UK gilt yield closed as high as 1.54% during April. Sterlin...

Adviser-Hub 22nd May 2018

Article-Chart-05-smll2024 Market Updates

Global bond market review: 10-year Treasury bond yields breach 3%

April 2018 The ten-year US Treasury Bond yield rose above 3% for the first time since 2011 during April, stoked by mounting concerns over the outlook for inflation. The price of oil continued to cl...

Adviser-Hub 22nd May 2018

Article-Chart-03-smll2024 Market Updates

Europe market review: ECB remains supportive

April 2018 During April, the ECB confirmed that it would continue with its planned programme of monthly bond purchases until the end of September, and that asset purchases would carry on beyond thi...

Adviser-Hub 21st May 2018

Market Updates

Emerging markets review: Oil price continues its rise

April 2018 China posted encouraging annualised economic growth of 6.8% during the first three months of the year, beating the official target of “around 6.5%”. Nevertheless, there are p...

Adviser-Hub 21st May 2018

Market Updates

Asian Japan markets review: Ongoing concern over trade tensions

April 2018 Confidence amongst large Japanese manufacturers deteriorated during the first quarter of 2018, according to the Bank of Japan’s (BoJ’s) quarterly Tankan survey. Meanwhile, Ja...

Adviser-Hub 21st May 2018

Market Updates

The Week: Curtains for emerging markets?

Emerging markets currencies and government bonds have seen an uncomfortable sell-off in recent weeks. Will it endure?

Adviser-Hub 17th May 2018

Article-Chart-04-smll2024 Market Updates

How Factor Returns have Faded Around the World

The deterioration of factor return premiums is a major worry for smart beta investors. It raises the concern that the back-tested returns of the past will fail to materialise during the life of their...

Various 16th May 2018

Market Updates

The Week: Is disappointing Eurozone economic data a one-off?

Slowing growth, weak retail sales, declining industrial production. No, it’s not the UK, but the Eurozone, which, until recently was the darling of the global economy.

Adviser-Hub 10th May 2018

Market Updates

Secular stagnation? Or the optimistic view?

By Peter Elston, Chief Investment Officer, Seneca Investment Managers Since the Great Financial Crisis, a period during which the developed world has struggled to grow, there has been much talk abo...

Adviser-Hub 8th May 2018

Article-Communications-02-smll2024 Marketing Toolkit

Helping you to communicate better with your clients

Client communication is arguably one of the most important parts of your role as a financial adviser. Yet, with little time to spare, client contact can sometimes be left by the wayside. This is where...

Adviser-Hub 8th May 2018

Article-London-01-smll2024 Market Updates

Why everyone loves UK companies except UK investors

Corporate buyers can’t get enough of UK assets, so why are investors so pessimistic? The Sainbury’s/Asda tie up shows demand for UK assets among corporate buyers This is in contras...

Adviser-Hub 8th May 2018

Article-Chart-01-smll2024 Market Updates

Corporate activity grips UK markets

April 2018 Despite ongoing Brexit-related uncertainties and fresh political instability in the UK, newsflow during April was dominated by a wave of corporate activity. Elsewhere, the ECB reassured...

Adviser-Hub 1st May 2018

Market Updates

The Week: Is the market peak behind us?

At the recent Jupiter annual dinner, two fund managers debated whether the markets peaked on 26 January. 

Adviser-Hub 26th Apr 2018

Market Updates

The Week: Is there value in UK assets?

Global investors shun the UK, while canny corporate buyers are taking an interest. Who is right?

Adviser-Hub 19th Apr 2018

FidelityPaulleeta_19Apr VIDEO

Fidelity International | Experience counts at the end of the market cycle

Paulleeta Haggith, Manager Research Analyst takes a look at the robust investment process behind the IVI European Fund and discusses why their experienced, active investment proposition really stands...

Fidelity International 19th Apr 2018

AH-VOTW-Fidelity7Apr Market Updates

Video: A clear-cut future for markets?

Bill McQuaker takes a look at the triggers behind the recent turning point in markets and gives an update on the range, explaining how he’s positioning for a potentially bumpier ride. Watch h...

Fidelity International 18th Apr 2018

Market Updates

Asian Japan markets review: Yen spikes in March

President Trump’s proposed trade tariffs on steel and aluminium knocked investor sentiment in Asia during March, amid fears of a trade war.

Adviser-Hub 17th Apr 2018

Article-Europe-01-smll2024 Market Updates

Europe market review: Europe reacts to a possible trade war

European markets were rattled during March over the prospect of a possible trade war with the US following President Donald Trump’s decision to impose a 25% levy on steel imports and a 10% le...

Adviser-Hub 17th Apr 2018

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UK share prices knocked by trade war concerns

In common with other major equity markets around the world, UK share prices declined during March.

Adviser-Hub 17th Apr 2018

Article-Chart-03-smll2024 Market Updates

Global bond market review: High demand for safe-haven assets

Government bond prices generally rose in March as investors faced the possibility of a trade war.

Adviser-Hub 17th Apr 2018

Market Updates

Emerging markets review: Looming trade war knocks sentiment

China’s relationship with the US deteriorated during March following President Donald Trump’s decision to impose a series of new tariffs intended to safeguard US interests.

Adviser-Hub 17th Apr 2018

Market Updates

Examining Estoteric Factors: The Asset Growth Anomaly

As factor investing becomes more popular, the search intensifies for new factors. This month we examine a less well-known factor: The Asset Growth anomaly. We examine the claim that there is a premium...

Adviser-Hub 12th Apr 2018

Analysis & Opinion

The Week: Are markets right to be spooked?

As market volatility increases on the back of mounting geopolitical tensions, can this be dismissed as ‘short term noise’ – or is there more at work?

Adviser-Hub 12th Apr 2018

FidelityOldhandfaces10Apr VIDEO

Fidelity International | Old hands or new faces?

Can managers who haven’t experienced a full market cycle offer the capabilities investors need in a more volatile environment? Bill McQuaker and Tigran Manukyan, Manager Research Analyst discuss wheth...

Fidelity International 10th Apr 2018

Aclear-cutfuture4markets10Apr VIDEO

Fidelity International | A clear-cut future for markets?

Bill McQuaker takes a look at the triggers behind the recent turning point in markets and gives an update on the range, explaining how he’s positioning for a potentially bumpier ride.​

Fidelity International 10th Apr 2018

Article-London-01-smll2024 Market Updates

Demand for VCTs hits new high

The 2017-18 tax year has seen another strong performance for venture capital trust (VCT) fundraising. The latest figures suggest VCTs raised more than £670 million, well ahead of the £542...

Adviser-Hub 10th Apr 2018

Market Updates

Global update: Rising US protectionism knocks sentiment

Investor sentiment during March was marred by mounting levels of US protectionism.

Adviser-Hub 6th Apr 2018

Market Updates

The Week: Is a trade war really ‘easy to win’ for the US?

Who wins in a trade war? Donald Trump believes that trade wars are ‘easy to win’, but what does winning look like?

Adviser-Hub 5th Apr 2018

Article-Global-01-smll2024 Market Updates

Market briefings looking back at March

A selection of articles, written by our expert investment writers that cover the markets looking back through March.

Adviser-Hub 5th Apr 2018

Article-America-01-smll2024 Market Updates

US market review: Trump threatens trade war

March was a controversial month for the US as President Donald Trump implemented a range of measures designed to protect America’s interests

Adviser-Hub 5th Apr 2018

Article-Chart-04-smll2024 Market Updates

UK equity market review: Progress on Brexit transition agreement

UK share prices generally fell during March amid expectations of tightening monetary policy and concerns over rising US protectionism.

Adviser-Hub 5th Apr 2018

Article-London-01-smll2024 Market Updates

UK bond market review: Concerns over gilt supplies

UK gilt yields fell over March as a whole amid concerns over future supply as the DMO announced it would reduce gilt issuance in 2018/19 to its lowest level since 2007/2008.

Adviser-Hub 5th Apr 2018

Article-balance-01-smll2024 Market Updates

Retail property: time to check out?

Amid poor retail data, the rise and rise of internet shopping and recent high-profile retail failures, John Cartwright, CEO of the Association of Real Estate Funds (AREF) asked three prominent members...

Adviser-Hub 29th Mar 2018

Article-Chart-03-smll2024 Market Updates

Ethical investing is mainstream, but it’s still tricky to invest

Ethical investment has become mainstream and consumer demand is high, but why is it still so difficult to find and compare funds? Ethical considerations are now embedded in the investment and ri...

Adviser-Hub 29th Mar 2018

Market Updates

The Week: The first signs of Spring for the UK economy?

What a difference a week makes. From gloomy, snowy backwater, the UK is suddenly showing the first signs of Spring, with inflation down, a Brexit transition deal sorted and a small recovery in the pou...

Adviser-Hub 22nd Mar 2018

Article-America-01-smll2024 Market Updates

FOMC raises rates

US interest rates rose and economic forecasts were upgraded at the March meeting of the Federal Open Market Committee (FOMC). In a move that was widely anticipated by investors, policymakers voted una...

Adviser-Hub 22nd Mar 2018

FidelityInternationalAnalystSurveyMar18 VIDEO

Fidelity International | The Fidelity Analyst Survey 2018

Our equity and credit analysts conduct 16,000 company meetings throughout the year, talking to CEOs, CFOs and division heads. This survey provides an aggregate measure of sentiment based on that acces...

Fidelity International 21st Mar 2018

FidelityGlobalEqwebcastMar18 VIDEO

Fidelity International | A new phase of earnings growth

After years of stagnation, earnings growth finally returned to drive global equity markets higher in 2017. In this webcast, Jeremy Podger assessed whether this dynamic will continue and revealed how i...

Fidelity International 19th Mar 2018

Article-London-01-smll2024 Market Updates

Upbeat Spring Statement

The outlook for the UK economy has brightened, according to the Chancellor of the Exchequer’s Spring Statement. Chancellor Philip Hammond described himself as “positively Tigger-like&rdquo...

Adviser-Hub 15th Mar 2018

Market Updates

The Week: Time to relax?

Markets appear on a surer footing following the volatility at the start of the year, but can it last?

Adviser-Hub 15th Mar 2018

Market Updates

Europe market review: Post-Brexit future of Northern Ireland remains in doubt

February 2018 European share prices generally fell in February, undermined by speculation that major central banks may be poised to tighten monetary policy more quickly than previously anticipated....

Adviser-Hub 14th Mar 2018

Article-Chart-05-smll2024 Market Updates

UK equity market review: FTSE 100’s yield rises above 4%

The UK equity market experienced a volatile February.

Adviser-Hub 14th Mar 2018

Market Updates

Global bond market review: US bond yields continue to rise

Global bond investors experienced an eventful February as investors faced up to the possibility that interest rates in the US might rise sooner than anticipated.

Adviser-Hub 14th Mar 2018

Market Updates

Emerging markets review: Brazil cuts interest rates again

February 2018 Emerging equity markets were not immune to the heavy declines experienced by developed share indices during February. Investors around the world were rattled by signs that the end of...

Adviser-Hub 14th Mar 2018

Market Updates

Asian Japan market review: Asian markets weakened in February

February 2018 Like many other major equity markets around the world, stock indices in Asia fell sharply during February amid speculation that US monetary policy might begin to tighten more quickly...

Adviser-Hub 14th Mar 2018

Market Updates

How the value factor performs in the market cycle

This month, we turn our attention to the value premium, which is one the most popular and well-known factors. We begin by examining the cumulative return of investing in two common value portfolios an...

Adviser-Hub 12th Mar 2018

Article-Global-01-smll2024 Market Updates

Market briefings looking back at February

A selection of articles written by our expert investment writers that cover the markets looking back through February.

Adviser-Hub 9th Mar 2018

Article-London-01-smll2024 Market Updates

UK equity market review: UK shares joined February’s global sell-off

UK share prices dropped sharply at the beginning of February amid mounting speculation that central bank policymakers – not only in the UK, but also in the US.

Adviser-Hub 9th Mar 2018

Market Updates

UK bond market review: Gilt yields continued their rise in February

Having risen strongly during January, gilt yields continued their upward journey in February.

Adviser-Hub 9th Mar 2018

Market Updates

The Week: Gender diversity – much more carrot than stick

It’s International Women’s Day, which will undoubtedly be accompanied with much hand-wringing about the gender pay gap, poor pension provision for women and the lack of workplace diversity.

Adviser-Hub 8th Mar 2018

Fidelity_Outlook4infrastr_Feb18 VIDEO

Fidelity International | The outlook for infrastructure investing

Hear from Eugene Philalithis about how social infrastructure such as schools, hospitals and government buildings offer key income investing opportunities and play a fundamental role across our Multi A...

Fidelity International 8th Mar 2018

Fidelity_IncomeinAsia_Feb18 VIDEO

Fidelity International | Income in Asia

China’s bond market is evolving and it’s now the third largest in the world. Our Multi Asset team take a look at the evolution of the renminbi bond market and why Asia; in particular, China, offer gre...

Fidelity International 8th Mar 2018

Fidelity_Theskythelimit_Feb18 VIDEO

Fidelity International | The sky's the limit

Aircraft leasing is one of the longer standing infrastructure positions in our Multi Asset Income range. We explain how the process works and how this relatively simple concept offers income seekers a...

Fidelity International 7th Mar 2018

Market Updates

Global update: Global sell-off in February

February 2018 Equity markets experienced a global sell-off during early February triggered by concerns that US interest rates might rise more rapidly than previously expected. Equity indices in the...

Adviser-Hub 2nd Mar 2018

Market Updates

The Week: Should investors be worried about an M&A bubble?

US cable operator Comcast has announced a £22.1bn bid for Sky, potentially thwarting a planned takeover by 21st Century Fox. At the same time, Warren Buffett has said cheap debt is fuelling a &l...

Adviser-Hub 27th Feb 2018

Fedelity_BillMcQuakerFebvid6 VIDEO

Fidelity International | Bill McQuaker: what I’ve learnt from the last three market cycles

Fidelity multi asset portfolio manager Bill McQuaker talks about the last 30 years in markets and his experience of Black Monday in 1987, the Dotcom crash in 2000 and the 2007-2009 financial crisis. H...

Fidelity International 23rd Feb 2018

Market Updates

The Week: The big data revolution in active management

This week, the Financial Times reported that BlackRock was setting up a new lab in Silicon Valley, specialising in artificial intelligence.

Adviser-Hub 22nd Feb 2018

Article-Communications-02-smll2024 Business Toolkit

Does email marketing work?

In spite of fears that it is losing its edge, done right, email marketing still gives a good return on investment. All the standard process metrics for digital marketing - open rates, click rate...

Adviser-Hub 15th Feb 2018

Market Updates

Market briefings looking back at January

A selection of articles, written by our expert investment writers and cover the markets looking back through January.

Adviser-Hub 14th Feb 2018

Market Updates

Emerging markets review: The price of oil reaches US$70 in January

The price of oil rose to US$70 per barrel for the first time in over three years during January as OPEC members confirmed that they would continue to limit output until the end of 2018.

Adviser-Hub 14th Feb 2018

Market Updates

Asia Japan market review: The Nikkei 225 Index hits its highest level since 1991

Following the US’s rejection of the Trans-Pacific Partnership (TPP), the remaining 11 participants have agreed to sign a trade deal in Chile in March.

Adviser-Hub 14th Feb 2018

Market Updates

Global bond yields rise sharply in January

Bond yields generally rose sharply in January as investors moved away from global fixed income, triggering speculation over the possibility of a bear market for bonds.

Adviser-Hub 14th Feb 2018

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UK equity income market review: Stronger pound could dampen UK dividend payouts

UK equity indices fell over January as a whole, dampened by a rally in the value of the pound.

Adviser-Hub 14th Feb 2018

Market Updates

US market review: Government shutdown hampers US sentiment

A three-day shutdown of the US federal government dampened investor sentiment as politicians reached deadlock over immigration policy. 

Adviser-Hub 14th Feb 2018

Article-Chart-05-smll2024 Market Updates

UK equity market review: The pound rallies in January

January 2018 Although the FTSE 100 Index reached a new all-time high during January, UK equity indices generally ended the month in negative territory, weighed down by a rally in the value of sterl...

Adviser-Hub 14th Feb 2018

Article-London-02-smll2024 Market Updates

UK bond market review: Gilt yields soar in January

Despite a rally in the value of the pound, UK government bonds experienced a drop in demand during January, sending yields sharply higher.

Adviser-Hub 14th Feb 2018

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Europe market review: The EU sets out its Brexit stall

The EU outlined its requirements for the UK during the post-Brexit transition period that will take place from March 2019 to the end of 2020. 

Adviser-Hub 14th Feb 2018

Market Updates

The Week: An alternative perspective on the bond market?

The economy is rolling and it’s all bad news for the bond markets, right? But is there an alternative view?

Adviser-Hub 13th Feb 2018

Market Updates

Global update: Sterling regains pre-Brexit levels

January 2018 The pound strengthened to its highest level against the US dollar since the Brexit referendum in June 2016, rising above US$1.40. Although sterling was lifted by weakness in the US...

Adviser-Hub 8th Feb 2018

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'It’s not that we use technology, we live technology’

’My top 5 lessons from last year Yes, we’ve all heard the warnings that advisers might be replaced by robots. But the point people miss is that technology isn’t a competitor, it’s...

Various 8th Feb 2018

Market Updates

Forward Indicators of the Economy

Passive investing provides little protection in the event of a market downturn, as no active positioning is allowed.  This means that many passive investors will wish to monitor market developmen...

Adviser-Hub 5th Feb 2018

Market Updates

The Week: Value stocks tick higher - another dead cat bounce?

These have not been good years to be a value manager.

Adviser-Hub 1st Feb 2018

Market Updates

The Week: Veteran investor Byron Wien gives his 10 ‘surprises’ for the year ahead

Since 1986, veteran analyst Byron Wein, vice chairman of Blackstone Advisory Partners of Blackstone, has published his 10 ‘surprises’ for the year ahead.

Adviser-Hub 25th Jan 2018

Article-Time-01-smll20244 Market Updates

It is actually different this time…

The problem - the normal rules of engagement no longer apply While we can spend many hours contemplating the rights and wrongs of the great central bank experiment that we are living with, we can p...

Various 23rd Jan 2018

Market Updates

The Week: Why do US equities keep rising?

It’s tough to find an asset allocator with an overweight position in US assets. Most agree that the stock market is expensive.

Adviser-Hub 18th Jan 2018

Market Updates

The Week: What's the plan in Japan

Japan has been a big hit with investors in 2017, but we’ve been here before.

Adviser-Hub 11th Jan 2018

Article-Communications-02-smll2024 Business Toolkit

Why 2018 is the year to go digital

January 2018 With the new year in full swing, have you enacted your resolutions? As the world adapts to the technological revolution it is time for IFAs to digitalise their work as well – tha...

Adviser-Hub 11th Jan 2018

Market Updates

Market briefings looking back at December

A selection of articles, written by our expert investment writers and cover the markets looking back through December.

Adviser-Hub 10th Jan 2018

Market Updates

A record-breaking year for US equities

December 2017 US equity indices reached new highs during December as President Donald Trump’s controversial tax reforms were approved by US lawmakers and signed into law. Meanwhile, as expect...

Adviser-Hub 10th Jan 2018

Market Updates

Brexit negotiations are cleared to move on

December 2017 The UK performed relatively strongly during December compared with many other major equity markets; over 2017 as a whole, however, the performance of the FTSE 100 Index was dwarfed by...

Adviser-Hub 10th Jan 2018

Article-Chart-05-smll2024 Market Updates

The FTSE 100 Index’s yield rose over 2017

December 2017 Although the UK lagged many other major equity markets during 2017 as a whole, it posted a robust performance during December. Both the FTSE 100 Index and the FTSE 250 Index reached n...

Adviser-Hub 10th Jan 2018

Article-Chart-04-smll2024 Market Updates

Inflation rises to 3.1%

December 2017 UK government bond yields fell during December as demand for gilts rallied. EU leaders declared that, following agreement on key issues – including the future of the Irish borde...

Adviser-Hub 10th Jan 2018

Market Updates

Global update: A strong 2017 for global equity markets

December 2017 Although global equity market returns were relatively muted during December, annualised performance from leading equity indices was very strong. The US, Germany, Japan, Brazil and Ind...

Adviser-Hub 10th Jan 2018

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US Treasury bond yields ease over 2017

December 2017 US Treasury bond yields rose during a busy December. As expected, the Federal Reserve raised the federal funds rate for a third time in 2017, taking the key federal funds rate to a ra...

Adviser-Hub 10th Jan 2018

Article-Europe-01-smll2024 Market Updates

Europe’s economy continues to gain traction

December 2017 European equity markets generally posted subdued performance during December; over 2017 as a whole, however, returns were strong. Brexit discussions are moving on to the next phase, w...

Adviser-Hub 10th Jan 2018

Article-Chart-01-smll2024 Market Updates

Emerging markets rise over 2017

December 2017 Emerging equity indices generally ended 2018 in positive territory, with many individual countries outperforming the broader world equity market. Brazil notched up its third consecuti...

Adviser-Hub 10th Jan 2018

Articles-Japan-01-smll2024 Market Updates

Japanese markets surge over 2017

December 2018 Confidence amongst Japanese businesses has continued to improve, according to the Bank of Japan’s quarterly Tankan survey of business sentiment. Credit ratings agency Moody&rsqu...

Adviser-Hub 10th Jan 2018

Partner Zone

Momentum as a late-cycle factor

A couple of months ago, I examined the volatility factor and discovered that it tends to outperform during market corrections, but underperforms dramatically during recoveries. This month, I look at t...

Adviser-Hub 9th Jan 2018

Market Updates

The Week: The week

Some New Years start with a burst of enthusiasm; a blast out of the blocks, let’s-get-it-on and buy some equities sort of start.

Adviser-Hub 4th Jan 2018

Article-Communication-13-smll2024 Business Toolkit

MiFID II: A safer, but more boring, future for advised clients

January 2018 MiFID II runs to 1.7m paragraphs and covers all aspects of trading in European financial markets. Aside from a few teething troubles in the futures markets, and a temporary delay on it...

Adviser-Hub 4th Jan 2018

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