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...
29th Mar 2018
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...
Legal & General IM | Is volatility back?
Justin Onuekwusi, Fund Manager at Legal & General Investment Management talks about recent market fluctuations and whether investors should be worried.
Legal & General Investment Management
23rd Mar 2018
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...
22nd Mar 2018
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...
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...
21st Mar 2018
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...
19th Mar 2018
Schroders | European Alpha Income and European Alpha Plus funds (February 2018)
James Sym, Fund Manager, provides an overview of European markets over the month and shares his new investment themes for 2018.
19th Mar 2018
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...
15th Mar 2018
The Week: Time to relax?
Markets appear on a surer footing following the volatility at the start of the year, but can it last?
UK equity market review: FTSE 100’s yield rises above 4%
The UK equity market experienced a volatile February.
14th Mar 2018
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.
Europe market review: Post-Brexit future of Northern Ireland remains in doubt
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....
Emerging markets review: Brazil cuts interest rates again
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...
Asian Japan market review: Asian markets weakened in February
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...
Invesco | Global challenges in equity markets
Watch Simon Laing, Head of US Equities, discuss his thoughts on the recent volatility in markets, and what that means for the technology and healthcare sector.
13th Mar 2018
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...
12th Mar 2018
Market briefings looking back at February
A selection of articles written by our expert investment writers that cover the markets looking back through February.
9th Mar 2018
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.
UK bond market review: Gilt yields continued their rise in February
Having risen strongly during January, gilt yields continued their upward journey in February.
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.
8th Mar 2018
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...
8th Mar 2018
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 | 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...
7th Mar 2018
Schroders | Global Cities Real Estate (covering February 2018)
Tom Walker, Co-Head of Global Real Estate Securities, provides an update on the Schroder Global Cities Real Estate Fund. He covers the real estate market, portfolio updates and outlook for the portfol...
7th Mar 2018
The rise of considerate capitalism
Fund managers are increasingly being asked to play a role in ensuring good corporate behaviour, but strong ESG analysis is a crucial part of delivering shareholder returns, says Rupert Krefting, head...
5th Mar 2018
Global update: Global sell-off in February
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...
2nd Mar 2018
Tue, 2nd, Feb
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