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
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
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
What has driven stockmarket returns and what will drive them in future?
When we look back over the past three years, investors have earned remarkably similar returns in local currency terms in very different parts of the world. UK, eurozone, Japanese and emerging marke...
Schroders 19th Feb 2018
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
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
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...
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.
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.
Market briefings looking back at January
A selection of articles, written by our expert investment writers and cover the markets looking back through January.
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.
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.
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.
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.
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
'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
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
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
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
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