Adviser Hub articles

Article-Chart-03-PZ Partner Zone

Broomer's blog: It's not Friday 13th but...

Financial advisers are understandably running scared of the conventional gilt market. Instead many have turned to the indexed linked market seeking safety from growing global inflationary risks.

Square Mile Research 31st Oct 2018

bvtv-291018 VIDEO

M&G Investments | BVTV: Is luxury out of fashion?

The luxury goods sector has lost some of its polish – at least in financial markets. Uncertainty regarding the strength of the Chinese consumer means it is important to be selective, M&G's Investment...

M&G Investments 30th Oct 2018

Article-Charts-AO-06_1-1 Market Briefings

Chancellor's treats

The Chancellor hands out short-term Halloween treats for government departments, but the spectre of Brexit still looms large, says Schroders Senior European Economist, Azad Zangana

Adviser-Hub 30th Oct 2018

Article-DowningStreet-01_1 Market Briefings

Budget 2018: the end of austerity?

The era of austerity is coming to an end, according to Chancellor of the Exchequer Philip Hammond. Government spending is set to pick up, boosted by a better-than-expected outlook for economic growth...

Adviser-Hub 30th Oct 2018

Fidelity25Oct18 VIDEO

Fidelity International | The three paradigms of alpha generation

Jeremy Podger, portfolio manager of the Fidelity Global Special Situations Fund, looks to identify and balance opportunities in corporate change, unique businesses and stocks offering exceptional valu...

Fidelity International 29th Oct 2018

Screenshot 2018-10-30 at 10.09.26 VIDEO

Schroders | How can investors prepare for the next market crash?

After a record bull run for some stock markets, Andrew Connell, Head of Portfolio Solutions, discusses how best investors might mitigate the risks of a potential crash.

Schroders 25th Oct 2018

SQInvescoAsianFund25Oct18 VIDEO

Invesco Asian Fund: Square Mile Talking Factsheet

This is a well-regarded fund offering investors broad exposure to the region in a sensible manner.

Square Mile Research 25th Oct 2018

Article-America-02-2019-1 Market Briefings

The Week: Has the US economic miracle come to an end?

The volatility in markets this week appears to have been caused by a belief that the US economic miracle is about to come to an end. Trump only has himself to blame

Adviser-Hub 25th Oct 2018

SquareMile25Oct18 VIDEO

Square Mile | Talking With...Nick Mustoe, CIO, Invesco

Nick Mustoe, Chief Investment Officer, Invesco Henley Investment Centre talks being a contrarian investor, multi asset funds and karate with Richard Romer-Lee.

Square Mile Research 24th Oct 2018

Article-Cities-America-AO-01_1-1 Market Briefings

US market review: Sharp falls in US share prices

Having risen by over 25% over 2017, the Dow Jones Industrial Average Index fell during February to levels last seen at the end of November.

Adviser-Hub 23rd Oct 2018

Article-Maze-EH-01_1.jpg Events

360 Investment Conference

LGIM's 360 Investment Conferences' events consisting of five 30 minute roundtable sessions with their investment heads. The roundtables are centred on the asset classes and topics which matter...

Legal & General Investment Management 22nd Oct 2018

Invesco19Oct18 VIDEO

Invesco | John Greenwood’s quarterly economic outlook: Q4 2018

With problems in emerging markets continuing to grab headlines and an escalation of the tariff wars between the US and China, how concerned is John about the potential impacts on the global economy?

Invesco 19th Oct 2018

Article-Charts-AO-05_1-1 Market Briefings

US interest rates reach a ten-year high

The US Federal Reserve raised its key federal funds rate by 0.25 percentage points to a range of 2% to 2.25% at its September monetary policy meeting. The unanimous decision represented the third incr...

Adviser-Hub 19th Oct 2018

Schroders18Oct18 VIDEO

Schroders | Schroder European Alpha funds - Inflation: check or fold?

James Sym, Fund Manager, explains why he believes inflation is coming back and how the portfolio is positioned to benefit from this environment.

Schroders 18th Oct 2018

Article-Winning-02-AO Market Briefings

How should families discuss their finances?

We are seeing the largest inter-generational wealth transfer in history - an increase of 66% in the United Kingdom over the next 10 years to £115 billion in 2027¹, according to the Cen...

Adviser-Hub 18th Oct 2018

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

The Week: Tough times for UK equities

After a difficult run for UK equities, investors need to believe that neither a Labour Government nor a no deal Brexit is a possibility. A combination of a no-deal Brexit and a Labour government...

Adviser-Hub 18th Oct 2018

LGIM_15Oct18 VIDEO

Legal & General IM | 5 years of Multi-Index: the story so far

Five years on from the launch of our successful Multi-Index range, we ask our team what makes the funds tick. Hear more about how suitability, cost-effectiveness, diversification and dynamic asset all...

Legal & General Investment Management 16th Oct 2018

Article-Chart-04 Market Briefings

How share buybacks can boost returns

Companies regularly change their total amount of shares-in-issue through new share issuances or share buybacks. This month, we examine if changes in shares-in-issue have an impact on future returns. W...

Adviser-Hub 16th Oct 2018

Schroders11Oct18 VIDEO

Schroders | Schroder Global Cities Real Estate: Is retail still a viable investment option?

Tom Walker, Co-Head of Global Real Estate Securities, provides a quarterly update on the real estate market, with a focus on why the team still holds some retail in the fund.

Schroders 11th Oct 2018

Market Briefings

The Week: Wobbly times

October 2018 Stock markets have started to wobble. A sell-off in Asia has spread across the globe. Having been talked about for months, is the sell-off finally here? The catalysts for the sel...

Adviser-Hub 11th Oct 2018

AH-VOTWCrd-Invesco18Sep18 Market Briefings

Video: Emerging markets - confronting the concerns

Emerging Market Equities Senior Analyst Douglas Turnbull discusses some of the key issues that are impacting emerging markets at the moment. Watch here

Invesco 11th Oct 2018

Cards-Chart-02 Partner Zone

Keeping calm and staying invested

Recent years have been dominated by drastic political and economic headlines. With a number of risk events on the horizon, investors may be feeling nervous. We explore why you keeping calm and staying...

Legal & General Investment Management 11th Oct 2018

AvivaInvestors10Oct18 VIDEO

Aviva Investors | Risk off, for now

Katarina Cohrs, Investment Strategist and a new member of the House View team shares the change in the group's asset allocation views on currencies, particularly the US dollar against Asian currencies...

Aviva Investors 10th Oct 2018

Fidelity10Oct18 VIDEO

Fidelity International | Flexible thinking in changing times

From trade wars and tech valuations to diverging monetary policy and desynchronising global growth - today’s watchlist for global investors is long and significant.

Fidelity International 10th Oct 2018

Headers-Global-AO-01 Market Briefings

Market briefings looking back at September

A selection of articles have been written by our expert investment writers that cover the markets looking back through September.

Adviser-Hub 9th Oct 2018

Article-Direction-AO-05_1.jpg Market Briefings

Impact investing: the future of active management?

Investing for good is a fast growing trend – and one worth exploring for any professional or private investor. Many savers feel passionate about protecting the environment  - in particul...

Adviser-Hub 9th Oct 2018

Article-Chart-PZ-01 Partner Zone

Square Mile Report: PruFund Range

Savers have long sought the holy grail of investment; that is a return which is ahead of cash but with little or no risk to capital. Of course, no such investment exists, however the PruFund range go...

Square Mile Research 8th Oct 2018

Market Briefings

Fed tightens rates

September 2018 US Treasury bond yields increased as investors awaited the next development in the trade war between the US and China. The yield on the ten-year Treasury bond rose as high as 3.1%, b...

Adviser-Hub 5th Oct 2018

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

Brexit dominates in September

September 2018 Brexit continued to overshadow sentiment in the UK during September as the EU rejected Prime Minister Theresa May’s Chequers Plan. The post-Brexit position of Northern Ireland...

Adviser-Hub 5th Oct 2018

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

Inflation picks up in Japan

September 2018 as expected, the Bank of Japan kept its monetary policy unchanged in September, maintaining its short-term interest rate target at minus 0.1% and an annual target of around 80 trilli...

Adviser-Hub 5th Oct 2018

Article-Cities-China-AO-02_1 Market Briefings

China accuses US of “trade bullyism”

September 2018 The trade war between the US and China continued to escalate during September. Following the US’s imposition of levies on US$200 billion-worth of Chinese products, China announ...

Adviser-Hub 5th Oct 2018

Article-Global-04-AO Market Briefings

Italy’s spending plans raise eyebrows

September 2018 Having recovered slightly during September, share prices in Italy fell heavily at the end of September as Italy’s government raised eyebrows with a controversial budget. The go...

Adviser-Hub 5th Oct 2018

Article-Europe-AO-01_1 Market Briefings

Brexit enters the last six months

Gilt yields rose during September as the Brexit negotiation process moved towards its final six months and a summit in Salzburg ended without a deal. The IMF concluded its annual assessment of the UK...

Adviser-Hub 5th Oct 2018

Fidelity4Oct18 VIDEO

Fidelity International | Bill McQuaker on the Fidelity Multi Asset Open range

Find out how Bill McQuaker manages the Fidelity Multi Asset Open range to deliver better outcomes for clients. What differentiates Fidelity Multi Asset from the rest of the pack?

Fidelity International 4th Oct 2018

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

"Moment of truth"?

September 2018 With six months to go until Brexit takes place, the negotiation process stalled in Salzburg as the EU rejected Prime Minister Theresa May’s Chequers plan. European Council Pres...

Adviser-Hub 4th Oct 2018

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

Tit-for-tat trade war continues

September 2018 As the trade war between the US and China rumbled on, the US imposed tariffs of 10% on US$200 billion-worth of Chinese products, rising to 25% on 1 January next year, and China retal...

Adviser-Hub 4th Oct 2018

Article-Charts-AO-04_1 Market Briefings

The Week: A decade on from the financial crisis, how do the banks look today?

On a total return basis, the FTSE All Share is up 139% over the last decade to end September. In contrast, the FTSE All Share Banks Index is down -6% Banks account for 11.9% of the FTSE 100, 12.2...

Adviser-Hub 4th Oct 2018

Cards-Cities-America-02 Partner Zone

Valuation and its role in investing

24 September 2018 Simon Laing, Head of US Equities, Invesco It’s hard to have a conversation on the US markets these days without being drawn to a debate on value versus growth. The...

Invesco 3rd Oct 2018

Market Briefings

Global update: EU rejects Chequers plan

he possibility of a hard Brexit came more sharply into focus during September as an EU summit in Salzburg rejected Prime Minister Theresa May’s Chequers plan. European Council (EC) President Don...

Adviser-Hub 2nd Oct 2018

TomWalker_Oct18 VIDEO

Schroders | Schroder Global Cities Real Estate - Does an unaffordability puzzle exist?

In this video, Tom Walker, Co-Head of Global Real Estate Securities, provides some insight into one of the common issues facing young graduates in global cities.

Schroders 1st Oct 2018

JamesSym_Oct18 VIDEO

Schroders | Schroder European Alpha funds - Digitalization in the oil & gas industry

In this video, James Sym, Fund Manager, explores market performance over the past month and new trends in the oil and gas industry.

Schroders 1st Oct 2018

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