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 | 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 | Investec UK Alpha Fund: Q2 2018
Watch Portfolio Manager Simon Brazier’s update on the Fund covering the second quarter of 2018.
Investec | Investec Diversified Income Fund: Q2 2018
Watch Portfolio Manager John Stopford’s update on the Fund covering the second quarter of 2018.
Investec | Investec Multi Asset Protector Fund: Q2 2018
Watch Portfolio Manager Iain Cunningham’s update on the Fund covering the second quarter of 2018.
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
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
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
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
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
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
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...
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...
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...
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...
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
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...
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...
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...
Investec | Opportunities
Looking through the bad news, opportunities are out there – it’s about picking and choosing your fights.
Ninety One 13th Jul 2018
Investec | Risks: Part 2
Are we in the most hated bull market of all time?
Investec | Risks: Part 1
If bond yields move higher, is this the first domino to go?
Investec | Geopolitical landscape
Populism, Brexit, the Eurozone: How have Geopolitical risks evolved since the beginning of the year?
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
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
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
The Week: Will the World Cup boost Russian growth?
Does hosting a major sporting event boost economic growth?
Adviser-Hub 4th Jul 2018
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
Categories
Archives
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Authors
Tags
UPCOMING EVENTS
Wed, 26th, Mar Online Event
Tue, 29th, Apr Edinburgh
Tue, 29th, Apr Horsham
Tue, 29th, Apr Glasgow
Wed, 30th, Apr Knutsford
Wed, 30th, Apr Southampton
Thu, 1st, May Harrogate
Tue, 6th, May Bristol
Tue, 6th, May Derby
Wed, 7th, May Exeter
Sign up to our Hub News E-Newsletter
