articles from Adviser Hub

Adviser Hub articles

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

Market Briefings

Video: 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 28th Nov 2018

Market Briefings

Fund Manager Commentary - Henderson EuroTrust

October was a tough month in every respect for both markets and the fund. Although we had been quite cautious

Adviser-Hub 26th Nov 2018

Market Briefings

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

Market Briefings

Video: 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 21st Nov 2018

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

Market Briefings

Bespoke managed portfolios

Risk-targeted portfolios constructed to achieve specific outcomes Consistent with advisers' risks grading tools Operate across a range of administrative platforms

Adviser-Hub 16th Nov 2018

Market Briefings

Governance and oversight support

Consultancy service bespoke to each client Drawing from our knowledge bank of 17 independent researchers We can design and review recommended fund panels

Adviser-Hub 16th Nov 2018

Market Briefings

Tailored investment process advice

Sub-advisory support for authorised investment managers on their investment process Strategic asset allocation through to portfolio construction, fund selection and blending Tailored ser...

Adviser-Hub 16th Nov 2018

Market Briefings

Profit Warning

US profits are booming, but could be set to change radically. We believe that an earnings recession is almost inevitable in 2020, even if the US Federal Reserve (Fed) can engineer a soft landing.

Adviser-Hub 16th Nov 2018

Market Briefings

Hoping not to get behind the curve...

How is Brexit impacting the Bank of England's reaction function? For my latest thoughts, here is a clip from CNBC.

Adviser-Hub 16th Nov 2018

Market Briefings

Midterm elections, strong fundamentals and a Santa rally?

Equities tend to rally into year end, and particularly in years with US midterm elections. While this could easily be a statistical fluke, we also see fundamental reasons to buy stocks at this point a...

Adviser-Hub 16th Nov 2018

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Market Briefings

Emerging or sub-merging? The impact of currency on returns

When investing in local currency emerging market debt, currency risk can improve returns. But it can also erode performance in times of stress. Understanding how active managers handle this risk is cr...

Adviser-Hub 16th Nov 2018

Market Briefings

Investment Outlook: Q4 2018

Our quarterly outlook provides a representative summary of our views across asset classes. The global economy has been slowing and our proprietary leading indicator suggests this will continue. While...

Adviser-Hub 16th Nov 2018

Market Briefings

UK Alpha Fund

A core UK equity fund, it seeks outperformance of 3-5% per annum above the FTSE All-Share Index through investing in a high-conviction portfolio of attractively valued, quality businesses

Adviser-Hub 16th Nov 2018

Market Briefings

Diversified Income Fund

A defensive return fund aiming to provide an attractive level of income with growth over the long term, through an actively managed defensive portfolio. It targets an attractive, sustainable yield of...

Adviser-Hub 16th Nov 2018

Market Briefings

Cautious Managed Fund

Managed using a contrarian/value approach, the Fund blends undervalued, out-of-favour equities with complementary assets, seeking to dampen volatility and provide attractive risk-adjusted returns. The...

Adviser-Hub 16th Nov 2018

Market Briefings

Geopolitical landscape

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

Adviser-Hub 16th Nov 2018

Market Briefings

Risks: Part 1

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

Adviser-Hub 16th Nov 2018

Market Briefings

Risks: Part 2

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

Adviser-Hub 16th Nov 2018

Market Briefings

Opportunities

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

Adviser-Hub 16th Nov 2018

Market Briefings

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

Market Briefings

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

Market Briefings

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

Market Briefings

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 Briefings

A Guide to Defensification

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

Adviser-Hub 16th Nov 2018

Market Briefings

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 this defensi...

Adviser-Hub 16th Nov 2018

Market Briefings

Quality Investing

Investec’s Quality Funds seek to provide sustainable long-term outcomes for investors by investing in world leading companies with sustainable competitive advantages. Investors can access Investec’s Q...

Adviser-Hub 16th Nov 2018

Market Briefings

Fund Centre

We offer strategies across the full spectrum of asset classes, including equities, bonds, property, alternatives and cash, as well as multi-asset strategies tailored to the needs of retail investors.

Adviser-Hub 16th Nov 2018

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Market Briefings

Income Illusion

Investors entering retirement may be tempted to look to higher-yielding assets to boost their income. But could this result in greater concentration risk? And might dividends be more stable than equit...

Adviser-Hub 16th Nov 2018

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Market Briefings

Do Italian BTPs* present an opportunity or a threat?

Five months is a long time in Italian politics. Back in June, we observed that Italy was too big to fail, but also too big to bail. We were also waiting for the almost inevitable clash with the Europe...

Adviser-Hub 16th Nov 2018

Market Briefings

The show must go on

How much negativity about leaving the European Union is priced into the current level of sterling?

Adviser-Hub 16th Nov 2018

Market Briefings

Webcast: M&G Emerging Markets Bond Fund

Join us on Thursday 25th October at 10am where we will discuss the M&G Emerging Markets Bond Fund with the deputy fund manager, Charles de Quinsonas. During the webcast, Charles will be asked his view...

Adviser-Hub 16th Nov 2018

Market Briefings

Register now – Learning Matters Seminars 2018

Please join us for Majoring on the Macro, a series of CPD-accredited seminars. M&G’s Julian Hince will present on the macro-economic outlook for the global economy, as well introduce ESG investing. Ac...

Adviser-Hub 16th Nov 2018

Market Briefings

Stocks, bonds and Brazil’s election. Two sides of the same coin

One candidate has been stabbed and a former potential one is in prison. It is not a movie but the run up to a general election in the world’s eighth largest economy, and one that can set the mode for...

Adviser-Hub 16th Nov 2018

Market Briefings

Face behind the fund: M&G Emerging Markets Bond Fund

In this short video discover more about the face behind the M&G Emerging Markets Bond Fund. Claudia Calich, Fund Manager, discusses her career and experience, as well as reviewing the first half of 20...

Adviser-Hub 16th Nov 2018

Market Briefings

M&G Episode Income Fund

Square Mile's Alex Farlow discusses M&G Episode Income Fund.

Adviser-Hub 16th Nov 2018

Market Briefings

M&G Global Dividend Fund

Square Mile's John Monaghan discusses M&G Global Dividend Fund.

Adviser-Hub 16th Nov 2018

Market Briefings

M&G Emerging Markets Bond Fund: Square Mile Talking Factsheet

Square Mile's Amaya Assan discusses M&G Emerging Markets Bond Fund.

Adviser-Hub 16th Nov 2018

Market Briefings

M&G UK Inflation Linked Corporate Bond Fund

Square Mile's Victoria Hasler discusses the M&G UK Inflation Linked Corporate Bond.

Adviser-Hub 16th Nov 2018

Market Briefings

US investors trump Europeans in sustainability league table

September 2018 - A global study spanning sustainable consumer habits and investing actions ranks Indonesia top with the US the only developed market to feature in the top 10.

Adviser-Hub 16th Nov 2018

Market Briefings

What is the best way to receive an income from my investments?

July 2018 - Investors relying on their portfolio to replace traditional sources of income can choose “natural income” or “decumulation”. Each has its merits.

Adviser-Hub 16th Nov 2018

Market Briefings

The potential income shock awaiting pension savers

July 2018 - A global study of investor attitudes finds that those close to retirement expect to replace 74% of their salary when they give up work. The reality for those already retired is very differ...

Adviser-Hub 16th Nov 2018

Market Briefings

Investment Trusts explained

Investment trusts are fast-becoming a popular choice among those looking to take advantage of a trust’s distinct investment powers.

Adviser-Hub 16th Nov 2018

Market Briefings

Empowering investors through intelligence

At the heart of investIQ is a short test developed by behavioural scientists that will help your clients understand their investment personalities. In less than 8 minutes, they will get a detailed rep...

Adviser-Hub 16th Nov 2018

Market Briefings

Academy of Funds

Visit Square Mile’s free-to-access Academy of Funds to access our latest research and opinion across over 300 funds, including our newly launched Fund Dashboard

Adviser-Hub 16th Nov 2018

Market Briefings

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

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 Briefings

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

VIDEO

Schroders | Schroder Global Cities Real Estate - "Choppy waters, not full-on gale"

Hugo Machin, Co-Head of Global Real Estate Securities, explores why despite October being a challenging month, there are still a number of opportunities in the real estate market.

Schroders 13th Nov 2018

VIDEO

Schroders | Schroder European Alpha funds - is this a buying opportunity?

James Sym, Fund Manager, explores the factors that have driven market performance over the past month and explains if this period is the start of something bigger in markets.

Schroders 13th Nov 2018

Market Briefings

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

Market Briefings

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 economic...

Adviser-Hub 9th Nov 2018

Market Briefings

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

Market Briefings

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 Briefings

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 Briefings

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 Briefings

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

Market Briefings

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

Market Briefings

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

Market Briefings

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 Briefings

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 Briefings

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

VIDEO

Invesco | Breaking through the noise

Stephen Anness and Andrew Hall, Global Equities Fund Managers discuss: Factors affecting this quarter’s performance for Invesco Global Opportunities Fund (UK); their case for Bayer; recent macro conce...

Invesco 8th Nov 2018

Partner Zone

The M&G Global Listed Infrastructure Fund: One year on from launch

A YEAR IN GLOBAL LISTED INFRASTRUCTURE Potential investors in listed infrastructure often have preconceived ideas about the asset class. Some are good – that it is a stable, low risk asset cl...

M&G Investments 7th Nov 2018