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
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
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
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...
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
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
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
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
Enlightenment - new funds magazine
Read Enlightenment, the quarterly digital magazine that puts Baillie Gifford’s funds in the spotlight, giving you the chance to access insights from the teams that manage them.
Baillie Gifford 24th Oct 2018
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
Baillie Gifford Bond Beats: PureGym – as disruptive as it gets?
In Bond Beats, Baillie Gifford’s High Yield Bond team explains the thinking behind some of their investment decisions. In the first Bond Beats, Lucy Isles takes a look at how PureGym has radically red...
Sharp falls in US share prices
February 2018 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. Investors were troubled by evidence that in...
Adviser Hub 23rd Oct 2018
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
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
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
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
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
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...
Neptune | Brazil elections: Bolsonaro leads
Tom Smith, manager of the Neptune Latin America Fund, discusses the outcome of Brazil’s first round Presidential election, and his expectations in the lead up to second round run off.
Neptune Investment Management 17th Oct 2018
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
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
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
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
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
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
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
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
Market briefings looking back at September
The below selection of articles have been written by our expert investment writers and cover the markets looking back through September. Asia Japan markets review A new inflation picks up in J...
Adviser Hub 9th Oct 2018
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...
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
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
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...
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...
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...
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...
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...
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
"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
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...
The Week: A decade on from the financial crisis, how do the banks look today?
October 2018 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 th...
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
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
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
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.
Tue, 17th, Sep Manchester
Tue, 17th, Sep Online Event
Tue, 17th, Sep Newmarket
Thu, 19th, Sep Glasgow
Thu, 19th, Sep Edinburgh
Thu, 19th, Sep Southampton
Tue, 24th, Sep Maidstone
Wed, 25th, Sep Norwich
Wed, 25th, Sep Newmarket
Wed, 25th, Sep Chatham
