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
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
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
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
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
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...
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...
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...
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
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...
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...
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?
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&...
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
Market briefings looking back at July
A selection of articles written by our expert investment writers, covering the markets looking back through July.
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...
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...
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
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.
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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
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