Adviser Hub articles

Article-DonaldTrump-AO-01_1 (1) Market Briefings

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

AH-vidarticle-GSAM19Jun_1-1 Market Briefings

Video: The Case for Emerging Markets Equity

In the past two decades emerging markets have undergone a significant transformation, reshaping the global economic and investment landscape. At Goldman Sachs, we expect emerging markets to drive clos...

Goldman Sachs Asset Management 29th Aug 2018

InvescoP_28Aug18 HUB TV

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...

Invesco 28th Aug 2018

M&GPropertyPort28Aug18 HUB TV

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.

M&G Investments 23rd Aug 2018

Article-Charts-AO-01_1 (1) Market Briefings

A bumper year for global dividends, but what about the UK?

August 2018 The latest statistics from the Janus Henderson Global Dividend index show payouts improving across the globe, but the UK appears a notable laggard. France, Japan and the US have b...

Adviser Hub 23rd Aug 2018

AH-VOTWCrd-Schroders14Aug18 Market Briefings

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...

Schroders 22nd Aug 2018

SchrodersTomWalker21Aug18 HUB TV

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.

Schroders 21st Aug 2018

SchrodersJamesSyms21Aug18 HUB TV

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.

Schroders 21st Aug 2018

Article-Chart-05 Market Briefings

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

Invesco_20Aug18 HUB TV

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...

Invesco 20th Aug 2018

Article-Chart-PZ-01 Partner Zone

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...

Schroders 17th Aug 2018

Article-Grow-AO-01 Market Briefings

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

SQM15Aug18Jupiter HUB TV

Jupiter Absolute Return Fund: Square Mile Talking Factsheet

A long/short equity fund which, over the long term, should show little correlation to global equity markets.

Square Mile Research 15th Aug 2018

SQM15Aug18BG HUB TV

Baillie Gifford Japanese Income Growth: Square Mile Talking Factsheet

A promising fund investing in Japanese growth companies with income potential.

Square Mile Research 15th Aug 2018

SQMileAXAGlobal15Aug18 HUB TV

AXA Global Short Duration Bond: Square Mile Talking Factsheet

This short dated global strategic bond fund draws on the strength of AXA IM's regional fixed income teams.

Square Mile Research 15th Aug 2018

Article-Cities-London-AO-01_1 Market Briefings

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...

Adviser Hub 14th Aug 2018

Article-Charts-AO-03_1 Market Briefings

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...

Adviser Hub 14th Aug 2018

Article-Cities-Japan-AO-01_1 Market Briefings

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...

Adviser Hub 14th Aug 2018

Article-Emerging-AO-01_1.jpg Market Briefings

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...

Adviser Hub 14th Aug 2018

Schroders_KWade13Aug18 HUB TV

Schroders | 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...

Schroders 13th Aug 2018

Article-Europe-AO-01_1 Market Briefings

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...

Adviser Hub 9th Aug 2018

Article-DonaldTrump-AO-01_1 (1) Market Briefings

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...

Adviser Hub 9th Aug 2018

Article-Charts-AO-01_1-2-1 Market Briefings

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. Although Chief EU Brexit negotiator Michel Barnier...

Adviser Hub 9th Aug 2018

Article-Tesla-AO-01 Market Briefings

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?

Adviser Hub 9th Aug 2018

Article-Puzzle-MS-01-2 Marketing Toolkit

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...

Adviser Hub 9th Aug 2018

InvescoPerpetual_Income3Aug18 HUB TV

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...

Invesco 9th Aug 2018

Investec_9Aug18 HUB TV

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...

Investec Asset Management 9th Aug 2018

Headers-Global-AO-01 Market Briefings

Market briefings looking back at July

The below selection of articles have been written by our expert investment writers and cover the markets looking back through July. Asia Japan markets review Trade fears dampen confidence...

Adviser Hub 9th Aug 2018

Article-Cities-London-AO-01_1-2 Market Briefings

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...

Adviser Hub 9th Aug 2018

Article-Europe-AO-01_1 Market Briefings

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...

Adviser Hub 9th Aug 2018

AH-vidarticle-SqM7Aug18_1 Market Briefings

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...

Adviser Hub 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...

Adviser Hub 6th Aug 2018

Henleys Fixed Interest

The Henley Fixed Interest team comment on the recent equity market moves.

Adviser Hub 6th Aug 2018

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.

Adviser Hub 6th Aug 2018

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.

Adviser Hub 6th Aug 2018

GSAM Viewpoints

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.

Adviser Hub 6th Aug 2018

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.

Adviser Hub 6th Aug 2018

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

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...

Adviser Hub 6th Aug 2018

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.

Adviser Hub 6th Aug 2018

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.

Adviser Hub 6th Aug 2018

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.

Adviser Hub 6th Aug 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...

Adviser Hub 6th Aug 2018

HouseViewQ3_2018 Market Briefings

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...

Adviser Hub 6th Aug 2018

Market Briefings

BAILLIE GIFFORD - Our Events

Please click here to find a schedule of upcoming events in 2019 where you can meet Baillie Gifford staff. This schedule will be updated throughout the year.

Adviser Hub 6th Aug 2018

Market Briefings

OEICs

Your client can invest in our extensive range of OEICs.

Adviser Hub 6th Aug 2018

Market Briefings

Investment Trusts

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.

Adviser Hub 6th Aug 2018

Partner Zone

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...

Adviser Hub 6th Aug 2018

Partner Zone

Weekly global commentary

Read more in our weekly market commentary.

Adviser Hub 6th Aug 2018

Partner Zone

Conversation Starters

A brief overview of index investing.

Adviser Hub 6th Aug 2018

Partner Zone

Investor Pulse

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.

Adviser Hub 6th Aug 2018

Screen Shot 2015-09-02 at 12_01_29 Partner Zone

The Blog

Regular insights from leading BlackRock thinkers on the industry, retirement, markets and more.

Adviser Hub 6th Aug 2018

ishares_logo Market Briefings

'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...

Adviser Hub 6th Aug 2018

Market Briefings

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...

Adviser Hub 6th Aug 2018

Market Briefings

Global Market Developments

We review global market developments every month, highlighting the best and worst performing sectors globally. The report covers the following market segments: The report covers the following marke...

Adviser Hub 6th Aug 2018

Market Briefings

Our Events

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.

Adviser Hub 6th Aug 2018

Market Briefings

Invesco Perpetual’s Open Investment Meeting

Join us at the first Open Investment Meeting of 2018, where you’ll hear the latest regional outlooks and asset class views of our key investment professionals. Friday 16 March Venue: Four Seasons...

Adviser Hub 6th Aug 2018

Market Briefings

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...

Adviser Hub 6th Aug 2018

Article-DonaldTrump-AO-01_1 Market Briefings

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...

Adviser Hub 2nd Aug 2018

LGIM_Tradewars_01Aug18 HUB TV

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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