Adviser-Hub articles

Article-Buildings-FED-01-smll2024 Market Updates

“A mood of angst”

As expected, the Federal Reserve (Fed) rounded off 2018 with its fourth interest-rate increase of the year, and its ninth since 2015. Fed policymakers raised the key federal funds rate by 25 basis...

Adviser-Hub 21st Dec 2018

Market Updates

The Week: Reasons to be cheerful 2019

2018 hasn’t been a classic year in markets, here are a number of reasons why investors can look forward to 2019 with more enthusiasm.

Adviser-Hub 20th Dec 2018

Market Updates

The Yield Curve: Economic Outlook for 2019

The yield curve gap has been a powerful and accurate predictor of recessions over the last 40 years. This month, we examine the recent movements in the yield curve and the implications of the shape of...

Adviser-Hub 19th Dec 2018

Fidelity19Dec18 VIDEO

Fidelity International | Hold on to your hat

Politics and economics are so often closely tied together, and Bill McQuaker, Portfolio Manager of the Fidelity Multi Asset Open range, believes that 2019 will be no different. Hear how policy makers...

Fidelity International 19th Dec 2018

Fidelity_18De18 VIDEO

Fidelity International | Navigating the shifting sands in 2019

Eugene Philalithis is not forecasting a recession in 2019, but he is positioning for a more volatile year ahead. Hear where he believes it will be necessary to reduce risk and where pockets of value m...

Fidelity International 18th Dec 2018

Market Updates

Asian Japan markets review: Japan faces economic headwinds in 2019

Japan’s economy contracted at an annualised rate of 2.5% during the third quarter of 2018, compared with an earlier calculation of -1.2%. Activity was curtailed during the year by a series of natural...

Adviser-Hub 18th Dec 2018

Market Updates

Emerging markets review: Emerging markets underperform over 2018

Emerging markets performed better than broader world markets during December, but underperformed global markets over 2018. Following a protracted war over trade tariffs, China and the US finally agree...

Adviser-Hub 18th Dec 2018

Article-Europe-01-smll2024 Market Updates

Europe market review: EU initiates Brexit contingency measures

Despite concerns that the eurozone’s economic expansion is showing signs of faltering, the European Central Bank confirmed that its programme of quantitative easing measures was ending at the...

Adviser-Hub 18th Dec 2018

Article-Chart-01-smll2024 Market Updates

Global bond market review: Rising risks to sovereign ratings

After a challenging 2018, risks to sovereign ratings are set to intensify in 2019. According to credit ratings agency Fitch, global financial conditions are tightening, political and geopolitical f...

Adviser-Hub 18th Dec 2018

Article-London-01-smll2024 Market Updates

UK bond market review: Choppy December for UK gilt yields

UK government bonds endured a choppy December as investor sentiment was dictated by Brexit and mounting fears of a no-deal scenario. Parliament was scheduled to hold a “meaningful vote”...

Adviser-Hub 17th Dec 2018

Article-DowningStreet-01-smll2024 Market Updates

UK equity market review: Mounting fears of a no-deal Brexit

Newsflow and investor sentiment were dominated by Brexit in December. Having managed to agree a Brexit deal with the EU in November, Prime Minister Theresa May later took the controversial decision...

Adviser-Hub 17th Dec 2018

Article-Chart-04-smll2024 Market Updates

UK equity income market review: UK equity yields surged over 2018

UK equity markets continued their downward trend into December amid intensifying speculation over the possibility of a no-deal Brexit. Although the government managed to reach an agreement with the...

Adviser-Hub 17th Dec 2018

Fidelity12Dec18 VIDEO

Fidelity International | Looking globally in 2019

Jeremy Podger, Portfolio Manager of Fidelity Global Special Situations Fund explains why 2019 has the potential to be a good year for equities. Against a backdrop of volatility, he outlines the pocket...

Fidelity International 12th Dec 2018

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Fidelity International | Late cycle investing in 2019

Sajiv Vaid, Portfolio Manager of the Fidelity MoneyBuilder Income Fund, gives his outlook for bond markets in 2019. He explains where he is seeing pockets of value emerging in the asset class and remi...

Fidelity International 11th Dec 2018

Partner Zone

From tailwinds to headwinds: A new market regime

Explore our 2019 Investment Views, with expert analysis, asses class by asset class, to equip you with insight into what could lie ahead.

Ninety One 11th Dec 2018

Fidelity7Dec18 VIDEO

Fidelity International | Don’t wait for good news to buy UK equities

As a contrarian, the unrelenting negativity towards the UK equity market is making Fidelity Special Situations Fund Manager Alex Wright feel more positive on the prospects for the year ahead. Hear why...

Fidelity International 10th Dec 2018

Market Updates

US market review: Partial shutdown for the US government

Although US equity markets hit record highs during 2018, they ended the year in negative territory, pulled down by concerns over trade tensions, rising interest rates, a partial shutdown of the federa...

Adviser-Hub 10th Dec 2018

Market Updates

Global bond market review: Brexit sentiment drives European bond yields

European government bond yields rose sharply in November on the news that the UK and EU had finally managed to thrash out a Brexit deal.

Adviser-Hub 7th Dec 2018

Market Updates

Asian Japan markets review: Natural disasters dampen Japan’s growth

Japan’s economy shrank during the three months to September, contracting at an annualised rate of 1.2%. Spending and export activity were hampered over the summer by a series of natural disasters.

Adviser-Hub 7th Dec 2018

Article-London-01-smll2024 Market Updates

UK equity income market review: Brexit hangs in the balance

UK share prices fell during November as months of Brexit negotiation between the UK and the EU finally culminated in an agreed deal.

Adviser-Hub 7th Dec 2018

Article-Chart-04-smll2024 Market Updates

UK bond market review: Brexit: decision time

UK government bonds and the pound remained hostages to Brexit in November as the UK finally agreed a Brexit deal with the EU.

Adviser-Hub 7th Dec 2018

Article-Europe-01-smll2024 Market Updates

Global update: Deal or no deal … or no Brexit at all?

Months of Brexit speculation and uncertainty came to a head in November as the UK and the EU finally succeeded in reaching a Brexit deal.

Adviser-Hub 7th Dec 2018

Article-Europe-01-smll2024 Market Updates

Europe market review: Italy remains defiant

Brexit moved closer to a resolution during November as the EU and UK reached agreement on a deal; however, there are considerable doubts whether the deal will be ratified by the UK Parliament.

Adviser-Hub 7th Dec 2018

Market Updates

Emerging markets review: Investors hope for trade resolution at G20

Emerging markets generally performed more strongly than the broader global equity market during November, boosted by hopes that the US and China might resolve their ongoing trade dispute at the G20 su...

Adviser-Hub 7th Dec 2018

Market Updates

Market briefings looking back at November

A selection of articles, written by our expert investment writers, covering the markets looking back through November.

Adviser-Hub 7th Dec 2018

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The Week: Is value back for good?

It is almost a decade since value investing was in the ascendancy, yet the past couple of months have seen a snap-back for the strategy. Can it last?

Adviser-Hub 6th Dec 2018

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Fidelity International | Leveraging litigation; the story of Burford

Burford Capital’s complex litigation financing business model meant it was hard for investors to analyse and the opportunity was overlooked by the wider market. Here we reveal the early potential Alex...

Fidelity International 4th Dec 2018

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