The Week: Santa rally ahead?
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...
29th Nov 2018
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.
28th Nov 2018
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
26th Nov 2018
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.
22nd Nov 2018
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
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...
21st Nov 2018
Bespoke managed portfolios
Risk-targeted portfolios constructed to achieve specific outcomes<br />
Consistent with advisers' risks grading tools<br />
Operate across a range of administrative platforms<br />
16th Nov 2018
Governance and oversight support
Consultancy service bespoke to each client<br />
Drawing from our knowledge bank of 17 independent researchers<br />
We can design and review recommended fund panels<br />
Tailored investment process advice
Sub-advisory support for authorised investment managers on their investment process<br />
Strategic asset allocation through to portfolio construction, fund selection and blending<br />
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.
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.
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...
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...
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...
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
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...
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...
Populism, Brexit, the Eurozone: How have Geopolitical risks evolved since the beginning of the year?
Risks: Part 1
If bond yields move higher, is this the first domino to go?
Risks: Part 2
Are we in the most hated bull market of all time?
Looking through the bad news, opportunities are out there – it’s about picking and choosing your fights.
Investec Cautious Managed Fund
Watch Portfolio Manager Alastair Mundy’s update on the Fund covering the second quarter of 2018.
Investec | Investec UK Alpha Fund
Watch Portfolio Manager Simon Brazier’s update on the Fund covering the second quarter of 2018.
Investec Diversified Income Fund
Watch Portfolio Manager John Stopford’s update on the Fund covering the second quarter of 2018.
Investec | Investec Multi Asset Protector Fund
Watch Portfolio Manager Iain Cunningham’s update on the Fund covering the second quarter of 2018.
A Guide to Defensification
'Defensification' is the holistic investment approach to defensive returns that we apply to the Investec Diversified Income Fund.
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...
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...
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.
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...
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...
The show must go on
How much negativity about leaving the European Union is priced into the current level of sterling?
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...
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...
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...
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...
M&G Episode Income Fund
Square Mile's Alex Farlow discusses M&G Episode Income Fund.
M&G Global Dividend Fund
Square Mile's John Monaghan discusses M&G Global Dividend Fund.
M&G Emerging Markets Bond Fund: Square Mile Talking Factsheet
Square Mile's Amaya Assan discusses M&G Emerging Markets Bond Fund.
M&G UK Inflation Linked Corporate Bond Fund
Square Mile's Victoria Hasler discusses the M&G UK Inflation Linked Corporate Bond.
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.
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.
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...
Investment Trusts explained
Investment trusts are fast-becoming a popular choice among those looking to take advantage of a trust’s distinct investment powers.
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...
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
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
15th Nov 2018
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.
14th Nov 2018
Market briefings looking back through October
A selection of articles, written by our expert investment writers that cover the markets looking back through October.
13th Nov 2018
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.
13th Nov 2018
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.
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...
12th Nov 2018
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...
9th Nov 2018
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.
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.
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...
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.
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...
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.
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.
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.
The Week: US Midterms - a check on Trump's power
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...
8th Nov 2018
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...
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...
8th Nov 2018
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...
7th Nov 2018
Schroder Income Maximiser: Square Mile Talking Factsheet
High yielding UK equity fund with a contrarian investment approach.
Square Mile Research
6th Nov 2018
Schroder Asian Income: Square Mile Talking Factsheet
A seasoned Asian equity investor with a sensible investment approach.
Can the bull still ride on?
Winter is closing in, British summer time has ended and I’m reminded of a quote from the great Yogi Berra, “It’s getting late early”. But while our evenings may be darker, in t...
Legal & General Investment Management
5th Nov 2018
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.
5th Nov 2018
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.
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.
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
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
1st Nov 2018
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