GDP: time for reform?
Gross domestic product is our chief measurement of economic health. But GDP is failing to account for the dynamics of modern economies – and some experts are calling for reform.
31st Dec 2018
Behavioural science for financial advisers: an interview with Greg Davies
Greg Davies, head of behavioural science at Oxford Risk, explains how a combination of behavioural science and data-driven risk-profiling tools is reshaping the financial advice industry.
Defensive Returns | Cricket Helmet
22nd Dec 2018
Defensive Returns | Bullmarket
21st Dec 2018
Defensive Returns | QE to QT
Defensive Returns | Drawdowns
While multi-asset managers look to incorporate ever-more complex asset classes in their portfolios, the Baillie Gifford Managed fund sticks to a straightforward approach.
Value | Blue Ted & 2019
“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 poi...
The Case for Multi-Asset
People often think about investing in terms of where they need to go but not necessarily how they get there. We think this exposes investors to a range of risks along the way. Multi-asset portfolios e...
20th Dec 2018
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.
In yesterday's post we looked at potential deals that could be key for boosting markets in 2019. Today, we look for any central bank doves that might do the same.
Value | Opportunities in 2019
Video: A Christmas parody: DynAAsties
Watch Legal & General Investment Management's parody trailer inspired by the new BBC documentary: DynAAsties and help us raise money for our team charity, Children with Cancer UK.
Legal & General Investment Management
20th Dec 2018
Helping Your Business Grow
Actionable solutions for financial advisers and institutions to strengthen their business.
19th Dec 2018
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...
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...
19th Dec 2018
Value | Brexit as a backdrop for Value investing
UK Quality | Staycation
Brexit - now what?
Paul O'Connor, Head of Janus Henderson's UK-based Multi-Asset Team, sifts through the highly complex range of Brexit scenarios following Theresa May's survival as party leader.
18th Dec 2018
Fund Manager commentary - Henderson Alternative Strategies Trust
Global equities remained volatile in November but ended up 1.5% in US dollar terms and 1.6% in sterling terms. Emerging markets led the way, followed by the US and Japan, whereas European and UK equit...
Kepler research - Henderson EuroTrust
We would like to draw your attention to the following commissioned research piece. The research gives general insight into the background of the Investment Trust, and the investment strategy with whi...
Five years on: Janus Henderson Horizon Global High Yield Bond Fund
The Janus Henderson Horizon Global High Yield Bond Fund reached its five year milestone on 19 November 2018. Over that time it has delivered top quartile performance in all five discrete years and is...
The politics of rising rates
Nick Maroutsos, Co-Head of Global Bonds, looks at the factors that are driving the credit cycle. He also explains why he believes the US Federal Reserve will want to avoid moving interest rates into r...
Fund Manager commentary - Lowland Investment Company
At the stock level, the best performer during the month was International Personal Finance, which provides door to door lending in markets, such as Poland and Mexico, to people that would otherwise st...
Fund Manager commentary - Henderson EuroTrust
After a difficult October, November proved to be another challenging month for growth/quality focused strategies, but, helped by a few stock-specific winners, we managed to finish almost in line with...
Fund Manager commentary - City of London Investment Trust
UK equities produced a negative return of 1.6% in November as measured by the FTSE All Share Index. The FTSE 100 Index of large companies, with a negative return of 1.6%, outperformed the more domesti...
Tail Risk Report: December 2018 – what will move?
Janus Henderson’s US-based Multi-Asset Solutions Team present their latest tail risk report, using option market prices to infer expected tail gains and losses for each asset class.
The Big Deal About Big Data
Big Data is transforming our lives. Uncover its potential.
A Christmas Parody: DynAAsties
Please watch our parody trailer inspired by the new BBC documentary: DynAAsties and help us raise money for our team charity, Children with Cancer UK (CwCUK).
Standing on the shoulders of giants
How 2018 taught us about the perils of concentration and what it all meant for equity factors.
US Fed preview: Powell put
Investors are still expecting the US Federal Reserve (Fed) to raise interest rates at its upcoming meeting. But have they scaled back expectations too far for next year?
Asia – The Stars Align – First Quarter 2018
The managers of the Baillie Gifford Pacific Fund and Pacific Horizon Investment Trust discuss why they believe the stars are aligning for the Asia Pacific Ex-Japan region following a period of weak gl...
AVIVA INVESTORS UK PROPERTY FUND
Earning sufficient income without taking an unacceptable amount of risk can seem a daunting prospect. Not least in a world where interest and annuity rates and bond yields are near record lows. Howeve...
AVIVA INVESTORS STRATEGIC BOND FUND
A static fixed income allocation has little chance of out performing in all market conditions. Our Strategic Bond Fund seeks to solve this problem by offering a comprehensive total-return solution, ut...
AIQ issue 006. Beyond the cave
The latest issue of AIQ explores the uses and abuses of data. Our cover story on behavioural finance looks at how digital technologies are helping economists and financial professionals improve decisi...
Demographics key to the future of real estate
Real estate investors should focus on global demographic trends to ensure their portfolios stand the test of time.
Brexit scenarios and the art of topiary
With so much still up in the air regarding Brexit, making predictions is difficult – particularly about the future. But we can prepare for a range of different outcomes and market environments, prunin...
QE is dead, long live enhanced forward guidance and reinvestments
Andrew Mulliner, portfolio manager within the Global Bonds team, reveals an inconsistency within the European Central Bank’s decision to end quantitative easing.
The Rhodes Show
Watch M&G fund managers Stuart Rhodes and Alex Araujo discuss big questions facing income investors in the context of rising interest rates and market volatility.
Outlook 2019: Risks and opportunities
Watch M&G fund managers Jim Leaviss, Stuart Rhodes and Tristan Hanson discuss where they see challenges and opportunities, as they reflect on what has been a testing 2018.
Fund update: M&G Global Target Return Fund
In this short update, Tristan Hanson, fund manager of the M&G Global Target Return Fund, discusses the aim of the Fund, as well the recent market environment and his outlook going forward into 2019.
Celebrating one year of listed infrastructure investing
One year on from the launch of the M&G Global Listed Infrastructure Fund, Alex Araujo, fund manager, explores the highs and lows of listed infrastructure over the year and how the Fund has performed a...
Legal & General Investment Management | A Christmas Parody: DynAAsties
Watch our parody trailer inspired by the new BBC documentary: DynAAsties and help us raise money for our team charity, Children with Cancer UK.
Legal & General Investment Management
18th Dec 2018
UK Quality | The end of easy money?
UK Quality | Brexit
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...
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...
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 end of 2...
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 fact...
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...
18th Dec 2018
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” on Prime Minis...
17th Dec 2018
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 to...
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 EU...
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...
12th Dec 2018
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.
11th Dec 2018
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...
11th Dec 2018
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...
10th Dec 2018
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...
10th Dec 2018
Investment themes you can’t ignore
In the eighth in a series of videos looking at the change of investor behaviour over the years and how asset managers have responded, Global Head of Distribution, Jonathan (Joffy) Willcocks revisits p...
9th Dec 2018
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.
7th Dec 2018
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.
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.
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.
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.
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...
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.
Market briefings looking back at November
A selection of articles, written by our expert investment writers, covering the markets looking back through November.
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?
6th Dec 2018
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...
4th Dec 2018
Tue, 2nd, Feb
Sign up to our Hub News E-Newsletter