Adviser-Hub articles

Article-Direction-03-smll2024 Market Updates

The Week: Santa rally ahead?

November 2018 It’s a festive tradition to discuss the prospects for a ‘Santa rally’ – will markets deliver this year?   A Santa rally has happened 84% of the time...

Adviser-Hub 29th Nov 2018

Article-Chart-01-smll2024 Market Updates

The Week: The value of dividends in a difficult climate

Stock markets may be bouncing around, but it looks like a good year ahead for income seekers as Janus Henderson forecasts record dividends in 2019.

Adviser-Hub 22nd Nov 2018

FidelityPearsons21Nov18 VIDEO

Fidelity International | Textbook investing: the story of Pearson

Despite being negatively rated by many external agencies, Alex Wright, manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC, believes the market has misread Pearson. In this...

Fidelity International 21st Nov 2018

InvestecGeopol13Jul18 Market Updates

Geopolitical landscape

Populism, Brexit, the Eurozone: How have Geopolitical risks evolved since the beginning of the year?

Adviser-Hub 16th Nov 2018

InvestecRisk113Jul18 Market Updates

Risks: Part 1

If bond yields move higher, is this the first domino to go?

Adviser-Hub 16th Nov 2018

InvestecRisk113Jul18 Market Updates

Risks: Part 2

Are we in the most hated bull market of all time?

Adviser-Hub 16th Nov 2018

InvestecRisk113Jul18 Market Updates

Opportunities

Looking through the bad news, opportunities are out there – it’s about picking and choosing your fights.

Adviser-Hub 16th Nov 2018

Investec_AlastairCM25Jul18 Market Updates

Investec Cautious Managed Fund

Watch Portfolio Manager Alastair Mundy’s update on the Fund covering the second quarter of 2018.

Adviser-Hub 16th Nov 2018

Investec_SimonUKA25Jul18 Market Updates

Investec | Investec UK Alpha Fund

Watch Portfolio Manager Simon Brazier’s update on the Fund covering the second quarter of 2018.

Adviser-Hub 16th Nov 2018

Investec_JohnDIF25Jul18 Market Updates

Investec Diversified Income Fund

Watch Portfolio Manager John Stopford’s update on the Fund covering the second quarter of 2018.

Adviser-Hub 16th Nov 2018

Investec_IainMAP25Jul18 Market Updates

Investec | Investec Multi Asset Protector Fund

Watch Portfolio Manager Iain Cunningham’s update on the Fund covering the second quarter of 2018.

Adviser-Hub 16th Nov 2018

Market Updates

A Guide to Defensification

'Defensification' is the holistic investment approach to defensive returns that we apply to the Investec Diversified Income Fund.

Ninety One 16th Nov 2018

Market Updates

A Guide to Defensification Chapter Two

Chapter 2 of Investec Asset Management’s Guide to Defensification see the managers behind the Investec Diversified Income Fund continue to provide insight around their approach to running thi...

Ninety One 16th Nov 2018

Article-London-01-smll2024 Market Updates

The Week: Deal, but no cigar

We have a deal on Brexit, but it appears to have resolved little about the future EU/UK relationship. It’s likely to be business as usual for UK assets

Adviser-Hub 15th Nov 2018

FidelityEPhilalithisNov18 VIDEO

Fidelity International | Eugene Philalithis on the Fidelity Multi Asset Income range

In this video Eugene discusses why his approach to flexible asset allocation can help deliver sustainable income through the cycle and maintain a focus on capital protection.

Fidelity International 14th Nov 2018

Market Updates

Market briefings looking back through October

A selection of articles, written by our expert investment writers that cover the markets looking back through October.

Adviser-Hub 13th Nov 2018

Market Updates

Which Regions offer the Best Factor Returns

While factor return products are becoming more and more popular, investors may be interested if factor returns are higher in certain regions than others. This month, we investigate the size of factor...

Adviser-Hub 12th Nov 2018

Article-Buildings-FED-01-smll2024 Market Updates

US market review: US equities plummet in October

Financial markets experienced a volatile October and the S&P 500 Index experienced one of its worst Octobers since 1928 as investors became increasingly concerned about the outlook for global e...

Adviser-Hub 9th Nov 2018

Article-London-01-smll2024 Market Updates

UK equity income market review: Record Q3 for UK dividends

Concerns about Brexit, global economic growth, geopolitical issues and monetary tightening undermined investors’ confidence during October and share prices generally fell.

Adviser-Hub 9th Nov 2018

Article-Chart-01-smll2024 Market Updates

Global bond market review: A choppy month for bond investors

A turbulent October sent investors scrambling for the perceived safety of “haven” assets such as the Japanese yen, US Treasury bonds, and gold.

Adviser-Hub 9th Nov 2018

Market Updates

Emerging markets review: Clouded outlook for emerging markets

The IMF expressed concern over the outlook for emerging markets during October: as monetary policy continues to normalise in advanced economies, capital inflows to emerging economies could start to de...

Adviser-Hub 9th Nov 2018

Market Updates

Asian Japan markets review: Asian markets drop in October

Asian equity markets generally posted sharp declines during October. Nevertheless, Asia continues to drive global economic growth.

Adviser-Hub 9th Nov 2018

Market Updates

Global update: October’s global sell-off

October proved a torrid month for investors as equity markets fell heavily. The global sell-off was attributed to a range of factors, including concerns over Italy’s budget, wider worries about Brexit...

Adviser-Hub 9th Nov 2018

Article-Chart-04-smll2024 Market Updates

Europe market review: Europe: “a bunch of uncertainties”

European equity markets fell during October against a backdrop of intensifying worries relating to the impact of rising protectionism, Brexit and concerns over Italy's budget.

Adviser-Hub 9th Nov 2018

Article-London-01-smll2024 Market Updates

UK equity market review: A Brexit deal remains elusive

UK share prices fell sharply during October as investors became increasingly rattled by a combination of factors, including concerns over global growth and worries over Brexit.

Adviser-Hub 9th Nov 2018

Article-London-01-smll2024 Market Updates

UK bond market review: Gilt yields tumble in October

Turmoil in global financial markets and sharp losses in equity markets drove up demand for gilts during October, leading to a decline in gilt yields.

Adviser-Hub 9th Nov 2018

Market Updates

The Week: US Midterms - a check on Trump's power

November 2018 Trump’s unique brand of rhetoric failed to chime with voters in the mid-terms – what does it mean for investors? Markets have rallied since the mid-term elections...

Adviser-Hub 8th Nov 2018

Market Updates

The Emerging Markets Forum

Notes from The Emerging Markets Forum 2018 The Emerging Markets Forum brought together five leading asset managers, for in-depth discussions on the key dynamics at play within the asset class. Foll...

Adviser-Hub 8th Nov 2018

5Nov_1SimonAlph VIDEO

Investec | Investec UK Alpha Fund: Q3 2018

Watch Portfolio Manager Simon Brazier’s update on the Fund covering the third quarter of 2018. A core UK equity fund focused on attractively values, quality businesses.

Ninety One 5th Nov 2018

5Nov18_2.DiversifiedJohnSt VIDEO

Investec | Investec Diversified Income Fund: Q3 2018

Watch Portfolio Manager John Stopford’s update on the Fund covering the third quarter of 2018. Can be used as a defensive alternative or a source of income.

Ninety One 5th Nov 2018

5Nov18_3BlakeHuEquity VIDEO

Investec | Investec UK Equity Income: Q3 2018

Watch Portfolio Manager Blake Hutchin’s update on the Fund covering the third quarter of 2018, during which the Fund reached its 3 year track record and markets saw increased volatility.

Ninety One 5th Nov 2018

5Nov_5AlastairCauti VIDEO

Investec | Investec Cautious Managed Fund: Q3 2018

Watch Portfolio Manager Alastair Mundy’s update on the Fund covering the third quarter of 2018. Blends out of favour equities for growth with complementary asset seeking to dampen volatility

Ninety One 5th Nov 2018

Article-London-01-smll2024 Market Updates

The Week: Why was the budget so boring?

The 2018 Budget was boring, even by the standard of recent budgets, but the constraints of Brexit make it difficult to implement any radical ideas

Adviser-Hub 1st Nov 2018

© 2025, Copyrights Adviser-Hub. All Rights Reserved
Terms & Conditions | Privacy Policy | Modern Slavery statement | Cookie Policy