Is the US hot or not?
The Federal Reserve isn’t worried about the US overheating, but should investors be concerned?
30th Aug 2018
Invesco | Japan - more of the same?
In this video, Head of Japanese Equities Paul Chesson discusses: his outlook for the Japanese economy, efforts taken to simulate the stubbornly low inflation rate, how US Government imposed trade tari...
28th Aug 2018
M&G Investments | A look inside the M&G Property Portfolio: R+ Building
In this short video Co-fund manager Justin Upton showcases one of the assets held within the M&G Property Portfolio, the R+ building in Reading.
23rd 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.
23rd Aug 2018
Video: Is the world economy slowing?
Global growth appears to be losing momentum in some regions, particularly in Asia and Europe. Keith Wade, Chief Economist & Strategist, examines the three factors that we believe to be driving the slo...
22nd Aug 2018
Schroders | Global Cities Real Estate - "House with no bills"?
In this video, Tom Walker, Co-Head of Global Real Estate Securities, provides some insight into one of the portfolio's core holding and how it fits into the Global Cities philosophy.
21st Aug 2018
Schroders | European Alpha funds - Beats vs misses
In this video, James Sym, Fund Manager, explains what happened to performance over the past month and explores the current opportunities in European markets.
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...
21st Aug 2018
Invesco | How does the UK equity market look to a value investor?
As a valuation-orientated investor, Martin Walker's investment style brings valuation at the point of purchase to the foreground, as he seeks to find compelling opportunities in areas of the market th...
20th Aug 2018
Why investors should care about rising interest rates
The link between interest rates and company share prices may not be obvious but it certainly exists, which means investors need to pay attention to last week’s decision by the Bank of England to raise...
17th 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
16th Aug 2018
AXA Global Short Duration Bond: Square Mile Talking Factsheet
This short dated global strategic bond fund draws on the strength of AXA's regional fixed income teams.
Square Mile Research
15th 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 the...
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
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
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...
Schroders | Is the world economy slowing?
13th 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 parties agreed to...
9th Aug 2018
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 trade tariffs. Accordin...
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.
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've...
Invesco | The case for income
Income seeking investors have faced headwinds in the aftermath of the global financial crisis. But with demand for income rising, investors may need to cast their nets wider than some of the more trad...
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...
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
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
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...
Video: L&G Multi Index Fund Range: Square Mile Talking Factsheet
Square Mile's Alex Farlow discusses L&G Multi Index Fund Range.
Square Mile Research
8th Aug 2018
Eurozone inflation: are investors ignoring the balance of risks?
The consensus view on inflation is that it remains weak. As explained in this article, the risks to this consensus view whilst fair, are growing. The key factor going forward will be the extent to whi...
6th Aug 2018
5 years of contrarian investing
Watch Stephen Anness and Andrew Hall, managers of the Invesco Perpetual Global Opportunities Fund, reflect on their first five years of stewardship. They discuss the contrarian investment philosophy s...
Henleys Fixed Interest
The Henley Fixed Interest team comment on the recent equity market moves.
Market update for Asian Equities and Fixed Interest
Asian equity markets do not appear overvalued but gains are likely to be lower and more volatile from here.
Diversify Your Portfolio with Liquid Alternatives
Understanding potential benefits and risks associated with these strategies could prove critical when investing in this area of the market.
Is it time to de-risk? Why hasn’t inflation picked up? What tech trends are emerging from Silicon Valley? Visit GSAM Viewpoints as we discuss the themes impacting today’s global markets.
GSAM Quarterly Investment Outlook 3Q17
Access our new Quarterly Investment Outlook to learn why we think the current period of economic expansion will continue and what that means for the markets.
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...
Investment Outlook: Q3 2018
The global economy is sending conflicting signals. The outlook across markets is finely balanced and arguments can be made for both risk-on and risk-off views. We aren’t forecasting the end of the cyc...
AVIVA INVESTORS - Gilded youth driving change in emerging markets
The rise of the newly-affluent millennial generation is disrupting traditional industries in emerging markets – and bringing new risks and opportunities for investors.
AVIVA INVESTORS - Traditional income investing to be tested in 2018
Traditional sources of income have had a comfortable ride in recent years, but this year is likely to prove more challenging, writes Gavin Counsell.
AVIVA INVESTORS - Fixed income: bear necessities?
As the prolonged era of extraordinary monetary policy winds down, our fixed income fund managers consider what investors should look out for in 2018.
AVIVA INVESTORS - AIQ issue 005. Millennials: the fall and rise of Generation Y
We all know what millennials are like, don’t we? The generation born between 1981 and 2000 have been characterised as workshy narcissists who would rather dine out on expensive avocado brunches than s...
AVIVA INVESTORS - The intelligence that guides our investment decisions
The Aviva Investors House View document is a comprehensive compilation of views and analysis from the major investment teams. The document is produced quarterly by Aviva Investors investment professio...
BAILLIE GIFFORD - Our Events
Please click here to find a schedule of upcoming events in 2020 where you can meet Baillie Gifford staff. This schedule will be updated throughout the year.
Your client can invest in our extensive range of OEICs.
Please note that all Baillie Gifford managed trusts are available for investment by intermediaries and their clients.
Your client can invest in one or more of the investment trusts we manage.
The Portfolio Construction Files
Markets have been volatile since the start of 2018, bringing greater focus onto the asset mix in client portfolios. Michael Gruener, Head of BlackRock EMEA Retail, discusses what clients have been tel...
Weekly global commentary
Read more in our weekly market commentary.
A brief overview of index investing.
After speaking to more people about their finances than ever before, BlackRock has been able to gain a fascinating insight into the minds of savers and investors.
Regular insights from leading BlackRock thinkers on the industry, retirement, markets and more.
'How can Exchange Traded Funds help me and my clients?
Under RDR and against a background of significant challenges for private investors and their advisers seeking effective solutions to their investment needs, you may want to consider Exchange Traded Fu...
RDR Investment Solution
BlackRock Consensus Funds are a range of five independently risk-rated, core asset allocation-portfolios that invest in our range of index funds. Catering to a variety of risk appetites, each Fund inv...
Over the course of the year Invesco hosts a number of CPD accredited events to keep you up-to-date with its funds and market views.
Investment Intelligence Seminars Round 1 2018
You can now sign up for the first round of our Investment Intelligence Seminars 2018. Make sure you reserve your space!
Can Goldilocks continue?
In this round we provide our outlook for global...
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 haste...
2nd Aug 2018
Legal & General Investment Management | Trade wars, tax reform and immigration
Paul Measures, Head of Intermediary Sales, and Justin Onuekwusi, lead fund manager of the Multi-Index range, discuss how political developments are affecting portfolios.
Legal & General Investment Management
1st Aug 2018
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