Adviser-Hub articles

Market Updates

US market review: No resolution to the trade conflict

US share prices were boosted during November by hopes that the US and China might find a resolution to their protracted trade conflict.

Adviser-Hub 20th Dec 2019

Market Updates

UK equity market review: Election dominates sentiment

November in the UK was largely taken up by the impending General Election. Having dominated the headlines for many months, Brexit relinquished the spotlight as the different parties’ manifestos focuse...

Adviser-Hub 20th Dec 2019

Market Updates

UK bond market review: Politics drives gilts in November

UK government bonds experienced a choppy November as General Election campaigning got under way.

Adviser-Hub 20th Dec 2019

Market Updates

Europe market review: Germany avoids recession

The eurozone’s economy almost stalled during November, according to IHS Markit, which reported the lowest level of activity for two months.

Adviser-Hub 20th Dec 2019

Market Updates

Asia Japan market review: Retail sales plummet in Japan

During November, Japan’s government came under intensifying pressure to support the country’s economy by boosting fiscal spending.

Adviser-Hub 20th Dec 2019

Market Updates

Market briefings looking back at November

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

Adviser-Hub 20th Dec 2019

Business Toolkit

Senior Managers and Certification Regime (SM&CR)

The FCA has extended the Senior Managers and Certification Regime (SM&CR) to all solo-regulated firms from 9 December 2019. All senior managers will need to be approved. Fidelity FundsNetwork discusse...

Fidelity Adviser Solutions 19th Dec 2019

Market Updates

The Week: Back to the races? The Conservative election victory

Markets celebrated the Conservative victory, but have they been premature?

Adviser-Hub 18th Dec 2019

Market Updates

The Week: Better times for the UK market?

With the election looming, the UK markets appear to be pricing in a Conservative victory and fund managers are increasingly optimistic, but is there enthusiasm misplaced?

Adviser-Hub 11th Dec 2019

Business Toolkit

Business challenges facing financial advisers

FundsNetwork commissioned research to find out what the biggest business challenges advisers are facing.

Fidelity Adviser Solutions 11th Dec 2019

Business Toolkit

Pension transfer advice

In our compliance section FundsNetwork provide summaries of the FCA rules and guidance on issues such as pension transfers.

Fidelity Adviser Solutions 10th Dec 2019

Market Updates

Global update: Brexit takes a back seat

Although politics continued to dominate newsflow and sentiment in the UK during November, Brexit was superseded by the General Election as the focal point.

Adviser-Hub 10th Dec 2019

Fidelity9Dec19_2 VIDEO

Fidelity International | Selectivity remains key in 2020

Jeremy Podger, Fidelity Global Special Situations Fund portfolio manager, believes 2020 has the potential to be a good year for equities, supported by a pick-up in earnings growth and accommodative po...

Fidelity International 9th Dec 2019

Partner Zone

Earnings returning

Romain Boscher, Global CIO Equities, looks past the political noise and focuses on what matters most for equity investors - earnings growth. After a lacklustre 2019, he discusses why 2020 could see a...

Fidelity International 9th Dec 2019

Partner Zone

Bull or bear in 2020?

Yields on traditional income-generating assets are very low and many investors have moved up the risk spectrum to earn higher yields. But looking to the year ahead, Eugene Philalithis explains why the...

Fidelity International 9th Dec 2019

Fidelity9Dec19_1 VIDEO

Fidelity International | Bull or bear in 2020?

Looking to 2020, Eugene Philalithis explains why Fidelity’s Multi Asset Income team remain focused on the fundamentals of income investing, with an acute focus on balancing risk and reward.

Fidelity International 9th Dec 2019

Fidelity9Dec19_3 VIDEO

Fidelity International | 2019: A tough act to follow

After a remarkable set of total returns in 2019, how should credit investors frame their expectations for 2020? Peter Khan, manager of the Fidelity Extra Income & Global High Yield Funds highlights th...

Fidelity International 9th Dec 2019

Partner Zone

Outlook 2020

Against an ever-changing macro backdrop, we believe that a synchronised wave of dovish central bank policy and confident consumers should be enough to prevent a global recession - for now. The earning...

Fidelity International 9th Dec 2019

Market Updates

The Week: Risk on: 2019 was a bumper year

Against expectations, 2019 has proved a year in which it was tough not to make money. The rising tide of central bank policy floated all boats.

Adviser-Hub 4th Dec 2019

Partner Zone

Is this the answer to the US/China trade war?

In context of the US/China trade war, agriculture could well be the area that prompts both countries to come to an agreement, according to Robin Wehbé, portfolio manager at Mellon, part of BNY Mellon...

BNY Mellon Investment Management 28th Nov 2019

Market Updates

The Week: ESG - a generational change for investment managers

If there has been a defining issue for the fund management industry in 2019, it is ESG.

Adviser-Hub 27th Nov 2019

Business Toolkit

The barriers to women investing

Fidelity's state of the nation report looks at steps women are taking to build wealth and the opportunity they have to make their money work harder.

Fidelity Adviser Solutions 25th Nov 2019

Thematic Investment: What is thematic investing and why should investors care?

Thematic funds focus on powerful, long-term global trends that are transforming the world and creating a wealth of investment opportunities, says David Docherty, Schroders Investment Director, Themati...

Adviser-Hub 20th Nov 2019

Asian Income: Asia the next dividend powerhouse

Asia has typically been viewed as an investment destination for those seeking capital growth with relatively high levels of volatility.

Fidelity International 20th Nov 2019

Market Updates

The Week: What next for equity income?

After recent weak performance, equity income’s position at the heart of a UK portfolio is under threat.

Adviser-Hub 20th Nov 2019

Partner Zone

The influencer marketing revolution

With social media usage continuing to rise, influencer marketing is revolutionising the way companies engage with their consumers online.

BNY Mellon Investment Management 20th Nov 2019

Partner Zone

Bright sparks in autos and tech shine through clouds of US/China trade tensions

A choppy earnings season and ongoing concerns over political risk have cast a pall over the tech sector in recent months.

BNY Mellon Investment Management 13th Nov 2019

Market Updates

The Week: When is a safe haven not a safe haven?

Is it time to rethink what constitutes a ‘safe haven’ in the current market environment?

Adviser-Hub 13th Nov 2019

Investec_Jason13Nov19 VIDEO

Investec | Why defence makes sense​

We believe the nature of markets has evolved since the GFC. Find out why a defensive approach makes sense all the time, not just in a recessionary environment.

Ninety One 13th Nov 2019

Partner Zone

Finding Explosive Growth in Asia

Investment managers Roderick Snell and Ewan Markson-Brown discuss the best ways to unleash the potential of Asia in your portfolio.

Baillie Gifford 12th Nov 2019

FIL_8Nov19 VIDEO

Fidelity International | Meet the Fidelity Multi Asset team

What's the Fidelity difference when it comes to multi asset investing? Find out what drives our team and how we work together to help deliver the best outcomes for your clients.

Fidelity International 8th Nov 2019

Eugene_8Nov19 VIDEO

Fidelity International | Why Asia for income?

Eugene Philalithis, portfolio manager of the Fidelity Multi Asset Income range looks at why Asia is proving a rich hunting ground for income opportunities.

Fidelity International 8th Nov 2019

Market Updates

US market review: Fed cuts rates for a third time this year

Policymakers at the US central bank opted to cut the key federal funds rate by 25 basis points to a range of 1.5% to 1.75% during October.

Adviser-Hub 7th Nov 2019

Market Updates

UK equity income market review: Underlying dividend growth slows

The FTSE 100 Index fell and its yield rose during October as Brexit uncertainty continued.

Adviser-Hub 7th Nov 2019

Market Updates

UK equity market review: Brexit “flextension”

Seven months after the first Brexit delay, the Hallowe’en deadline came and went with the UK’s Brexit predicament unresolved.

Adviser-Hub 7th Nov 2019

Market Updates

UK bond market review: Teetering on the edge

Having surged earlier in the month, amid rising hopes of a Brexit deal, gilt yields subsequently dipped later in October when it became clear that Brexit remained unresolved.

Adviser-Hub 7th Nov 2019

Market Updates

Global bond market review: Fed cuts rates once again

Following a raft of interest-rate cuts in the third quarter of 2019, the loosening monetary trend continued into the fourth quarter as central banks reduced their key rates.

Adviser-Hub 7th Nov 2019

Market Updates

Europe market review: Waiting for Brexit

The Brexit deadline was shifted once again, this time from 31 October to 31 January 2020. The EU’s chief Brexit negotiator Michel Barnier called for a close post-Brexit relationship between the UK and...

Adviser-Hub 7th Nov 2019

Market Updates

Emerging markets review: China’s slowdown continues

The pace of economic growth in China continued to slow during the third quarter, dampened by the ongoing trade conflict with the US.

Adviser-Hub 7th Nov 2019

Market Updates

Asian Japan markets review: Japan raises consumption tax

Japan’s much-anticipated rise in consumption tax finally took place on 1 October.

Adviser-Hub 7th Nov 2019

Market Updates

Market briefings looking back at October

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

Adviser-Hub 7th Nov 2019

Market Updates

The Week: General Election 2019: the unpalatable economic choice ahead

As a General Election looms, voters face an uncomfortable choice.

Adviser-Hub 6th Nov 2019

Partner Zone

Three US infrastructure stories for the future

Global infrastructure manager Jim Lydotes outlines three US holdings that are more than they seem based on their sector classification.

BNY Mellon Investment Management 6th Nov 2019

Market Updates

Global update: Election fever

October saw the UK plunge into election fever as progress on Brexit once again ground to a halt.

Adviser-Hub 6th Nov 2019

Partner Zone

Why negative rates should be of interest

The amount of negative yielding debt globally has exploded in recent years and now stands at around US$15 trillion. Romain Boscher, Global CIO, Equities, outlines why we shouldn’t be complacent to thi...

Fidelity International 5th Nov 2019

Partner Zone

Alternative thinking for income seekers

As we begin the final quarter of 2019, volatility has seen a marked increase relative to the first half of the year. Against this backdrop of volatility and negative yields encouraging investors to se...

Fidelity International 5th Nov 2019

FidelityAlexWright_5Nov191 VIDEO

Fidelity International | Reasons to celebrate - 25 years of Fidelity Special Values PLC

Alex Wright, Portfolio Manager of the Fidelity Special Values PLC explains how the trusts consistent and disciplined investment approach has outperformed the FTSE All Share Index since its launch 25 y...

Fidelity International 5th Nov 2019

Partner Zone

Chinese tech – fast-moving and ever changing

While disruption by the technology sector has of course been a global phenomenon, Fidelity China Special Situations PLC portfolio manager Dale Nicholls highlights how China stands apart due to the she...

Fidelity International 5th Nov 2019

Partner Zone

The geopolitics behind oil

September’s attack on a production facility in Saudi Arabia resulted in the price of oil spiking nearly 20% - the largest one-day price move since the Iraqi invitation of Kuwait back in 1990. We asses...

Fidelity International 5th Nov 2019

Partner Zone

Investment Outlook Q4 2019

Bending, not breaking - Fidelity’s outlook for the global economy, equities, fixed income, multi asset and real estate.

Fidelity International 5th Nov 2019

Matser image Partner Zone

The future is Asian

Our Asia content series dissects the region’s evolving investment landscape and looks beyond the local powerhouse brands to reveal where Asia’s next generation of winners are emerging.

Fidelity International 5th Nov 2019

Market Updates

The Week: The future of fund management

ESG may be the saviour of active management, but it’s place in the retail funds industry is still in flux.

Adviser-Hub 30th Oct 2019

Partner Zone

In tech we trust?

Are antitrust investigations into FAANG stocks just another drop in the ocean for big tech, or could there be wider ramifications as regulatory scrutiny intensifies?

BNY Mellon Investment Management 30th Oct 2019

Market Updates

The Week: Brexit deal 2.0: the deal that business needs?

A Brexit deal has passed the House of Commons: does this provide much needed certainty for UK businesses?

Adviser-Hub 23rd Oct 2019

Fidelity21Oct VIDEO

Fidelity International | Grocery retail: the next frontier for China e-commerce

Hyomi Jie, portfolio manager of the Fidelity China Consumer Fund, compares China’s traditional wet markets to ultra-modern supermarket grocery deliveries and examines the perceptions of customers usin...

Fidelity International 21st Oct 2019

Partner Zone

How facial recognition tech could prompt new business opportunity

Facial recognition technology is becoming an increasingly controversial tool in the fight against crime. Yet it also holds significant positive potential for other business sectors.

BNY Mellon Investment Management 17th Oct 2019

Fidelity16Oct19-1 VIDEO

Fidelity International | From Made in China to Designed in China

Fidelity China Consumer Fund portfolio manager Hyomi Jie investigates how the trend towards premiumisation is creating new opportunities among local companies in China.

Fidelity International 16th Oct 2019

Market Updates

The Week: Woodford’s legacy for active management

The demise of Woodford Investment Management is a blow for the whole active industry.

Adviser-Hub 16th Oct 2019

Market Updates

US market review: Fed cuts rates in September

As expected, the US central bank implemented its second cut in interest rates since 2008 during September.

Adviser-Hub 15th Oct 2019

Market Updates

UK equity income market review: Politics dominate in September

UK investors’ attention was largely absorbed by Brexit during September.

Adviser-Hub 15th Oct 2019

Market Updates

UK equity market review: Counting down to Hallowe’en

As Brexit rumbled towards its Halloween deadline, investors’ attention during September was absorbed by a series of political developments.

Adviser-Hub 15th Oct 2019

Market Updates

UK bond market review: Deal or no deal?

Gilts experienced a choppy September as speculation over the likelihood of a Brexit deal ebbed and flowed in response to political developments.

Adviser-Hub 15th Oct 2019

Market Updates

Global bond market review: Further monetary easing in September

Following interest-rate cuts in India, Thailand and New Zealand in August, central banks in Russia and Brazil cut their key interest rates during September.

Adviser-Hub 15th Oct 2019

Market Updates

Europe market review: ECB restarts QE

During September, the European Central Bank (ECB) announced another programme of economic stimulus measures designed to shore up the eurozone’s faltering economy.

Adviser-Hub 15th Oct 2019

Market Updates

Emerging markets review: Trade conflict hits China’s exports

The People’s Bank of China cut its reserve ratio – the amount of cash that banks have to hold in reserve – during September, releasing liquidity totalling 900 billion yuan.

Adviser-Hub 15th Oct 2019

Market Updates

Asian Japan markets review: Japan’s economic growth disappoints

Japan’s second-quarter economic growth proved disappointing for investors, as initial calculations of annualised growth of 1.8% were downgraded to a more muted 1.3%. On a quarter-on-quarter basis, the...

Adviser-Hub 15th Oct 2019

Market Updates

Market briefings looking back at September

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

Adviser-Hub 15th Oct 2019

Market Updates

The Week: As trade talks resume, how optimistic should we be about the prospects for a deal?

As trade talks resume, how optimistic should we be about the prospects for a deal?

Adviser-Hub 9th Oct 2019

Market Updates

Global update: What next for Brexit?

The long-running Brexit saga took a new twist in September as the clock continued to tick towards its Hallowe’en deadline.

Adviser-Hub 3rd Oct 2019

Market Updates

The Week: Does manufacturing matter?

As US manufacturing slides, how important is it for global economic growth? And would trade talks resolve the problem?

Adviser-Hub 2nd Oct 2019

Market Updates

The Week: Is stockpicking enough in a populist era?

Fund managers are fond of emphasising that they focus on stockpicking rather than troubling themselves with the broader macroeconomic landscape.

Adviser-Hub 25th Sep 2019

Partner Zone

Finding Europe’s Hidden Champions

There are lots of reasons not to invest in Europe. But beyond the negative headlines, there are still exciting opportunities to be found. Baillie Gifford Investment manager Stephen Paice discusses in...

Baillie Gifford 20th Sep 2019

Market Updates

The Week: Why is the Bank of England not easing?

While the ECB and Federal Reserve are loosening monetary policy, the UK is holding out. Why?

Adviser-Hub 18th Sep 2019

Partner Zone

Sustainability vs. fast fashion – the war for millennials

Fast fashion has benefited from increased consumer desire for speed and value but as clothing increasingly takes up space in landfills, sustainable fashion is gaining ground. But there are many hurdle...

BNY Mellon Investment Management 18th Sep 2019

Partner Zone

Asia - A question of sustainability

Asian companies have historically lagged their European counterparts when it comes to environmental, social and governance considerations. With ever increasing flows of international capital, companie...

Fidelity International 18th Sep 2019

FidelityAltInvSep19 VIDEO

Fidelity International | Explaining alternatives to your clients

Help your clients to understand the fundamentals of alternative investments and the diversification role they play in a portfolio with our short infographic video.

Fidelity International 17th Sep 2019

FedIMutlassetSep19 VIDEO

Fidelity International | Explaining multi asset to your clients

Need help to articulate what multi asset investing is to your clients? Help your clients to grasp the fundamentals and benefits of multi asset investing with our short infographic video.

Fidelity International 17th Sep 2019

FidelityIAsiaSep19 VIDEO

Fidelity International | The Asia Call: Episode 2

Listen to the call with the Fidelity International Asia-based investment team. Hear from portfolio managers Dhananjay Phadnis, Fidelity Emerging Asia Fund, and Hyomi Jie, Fidelity China Consumer Fund...

Fidelity International 17th Sep 2019

Partner Zone

The real value in UK equities

While aggregate valuations in the UK look attractive on a number of metrics, this picture masks some significant stylistic and sectoral differences. As UK investors seek comfort in steady growth stock...

Fidelity International 17th Sep 2019

FIidelityIChinaSep19 VIDEO

Fidelity International | Sustainable investing in China

Dale Nicholls, portfolio manager of the Fidelity China Special Situations PLC, provides his insight into the growing emphasis from Chinese companies on ESG and explains how he evaluates the governa...

Fidelity International 17th Sep 2019

Market Updates

Global bond market review: Bond yields plunge in August

Bond yields slid during August as nervous investors headed for perceived “safe-haven” assets such as government bonds and gold.

Adviser-Hub 16th Sep 2019

Market Updates

Europe market review: Storm clouds gathering over Germany

Confidence over the outlook for Europe’s economy continued to deteriorate during August amid mounting concerns over Germany’s prospects.

Adviser-Hub 16th Sep 2019

Market Updates

Emerging markets review: Renminbi falls to lowest level since 2008

China’s renminbi fell to its lowest level against the US dollar for 11 years during August.

Adviser-Hub 16th Sep 2019

Market Updates

Asian Japan markets review: What next for Japan’s monetary policy?

Japan achieved its third straight quarter of economic growth during the three months to June, growing at an annualised rate of 1.8% and easing pressure on the Bank of Japan to implement further moneta...

Adviser-Hub 16th Sep 2019

Market Updates

Market briefings looking back at August

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

Adviser-Hub 16th Sep 2019

Partner Zone

Asia by numbers - too big to ignore

With over half of the world’s population, ongoing urbanisation and a rapidly growing middle class, Asia already powers around a large chunk of the global economy at purchasing power parity. The facts,...

Fidelity International 16th Sep 2019

Market Updates

US market review: Fresh salvoes in the US/China trade conflict

The trade war between the US and China continued to rage in August. President Trump revealed further tariff increases on Chinese imports to the US; in response, China announced that it would impose ad...

Adviser-Hub 16th Sep 2019

Market Updates

UK equity income market review: Equity income remains out of favour

Although bond yields have continued to fall to record lows, income-seeking investors do not appear to be moving towards UK equity income, daunted by a backdrop of ongoing political and economic uncert...

Adviser-Hub 16th Sep 2019

Market Updates

UK equity market review: Uncertainties drive down share prices

August proved both busy and controversial for UK investors, and share prices remained unsettled throughout the month.

Adviser-Hub 16th Sep 2019

Market Updates

UK bond market review: Gilt yields plummet in August

Gilt yields plunged during August as nervous investors sought the perceived safety of government bonds and gold.

Adviser-Hub 16th Sep 2019

Partner Zone

Could China’s rise pose a challenge to developed market democracies?

China’s rise to economic and political pre-eminence could pose a challenge to developed market liberal democracies, argues Shamik Dhar, chief economist at BNY Mellon Investment Management. 

BNY Mellon Investment Management 13th Sep 2019

Market Updates

The Week: Is the elastic about to snap?

The dominance of large growth stocks over unloved value names has proved the John Maynard Keynes adage that markets can stay irrational longer than investors can stay solvent.

Adviser-Hub 11th Sep 2019

Market Updates

The Week: All eyes on UK Parliament

While other things certainly happened this week - sliding global manufacturing, a crisis in Argentina - all eyes were on the UK parliament.  The Chancellor Sajid Javid declared an ‘en...

Adviser-Hub 5th Sep 2019

Partner Zone

For a new perspective one Asia

Against an evolving backdrop of politics in the West, large Asian economies are pressing on with progressive reforms and its companies are maturing into market leaders. Should we now look to Asia for...

Fidelity International 4th Sep 2019

Market Updates

Global update: Parliament’s suspension creates controversy

The prospect of a no-deal Brexit crept closer during August as Prime Minister Boris Johnson announced that Parliament would be suspended.

Adviser-Hub 4th Sep 2019

Partner Zone

Why are we getting mixed signals from markets?

The primary question facing investors today is whether we will see a resolution to the tension between strong global equity markets and rallying bond markets. A muted outlook for growth, which we are...

Fidelity International 3rd Sep 2019

Partner Zone

The road ahead for sterling

Sterling has been on a one-way downward trend since 2016 as the political environment in the UK has become increasingly uncertain. We analyse some of the key local and global drivers to determine what...

Fidelity International 3rd Sep 2019

For_a_new_perspective_on_Asia Partner Zone

For a new perspective on Asia

Against an evolving backdrop of politics in the West, large Asian economies are pressing on with progressive reforms and its companies are maturing into market leaders. Should we now look to Asia for...

Fidelity International 3rd Sep 2019

Millennials: Tomorrow's Investors

Will Oulton, Global Head of Responsible Investment, First State Investments asks whether the investment ecosystem IS ready to meet the needs of the next generation of investors?

FSSA Investment Managers 2nd Sep 2019

Market Updates

The Week: Borisnomics: tax cuts and chlorinated chicken

Should we ever have been in any doubt, it is now absolutely clear that Boris Johnson is happy to take the UK out of the EU on 31 October, with or without a deal. If ‘no deal’ is the final option, can...

Adviser-Hub 29th Aug 2019

Market Updates

The Week: Global dividend growth slips as corporate profits dip

The deceleration in the global economy is making an impact on global dividends, finds the latest Henderson Global Dividend Index.

Adviser-Hub 22nd Aug 2019

Market Updates

UK equity income market review: Weak pound boosts share prices in July

UK equity prices generally rose during July as intensifying speculation over the possibility of a no-deal Brexit drove down the pound’s value against the US dollar and the euro.

Adviser-Hub 19th Aug 2019

Market Updates

UK equity market review: Sterling falls on no-deal speculation

Sterling fell sharply against the US dollar and euro during July as the prospect of a no-deal Brexit began to appear increasingly possible.

Adviser-Hub 19th Aug 2019

Market Updates

UK bond market review: No-deal plans drive down gilt yields

Mounting fears that the UK will leave the EU without a deal on 31 October drove down the value of the pound against the US dollar and the euro during July.

Adviser-Hub 19th Aug 2019

Market Updates

Global bond market review: Central banks around the world cut rates

Investors saw a raft of interest-rate cuts during July, as central banks sought to address slowing economic growth and subdued inflationary pressures.

Adviser-Hub 19th Aug 2019

Market Updates

Emerging market review: China’s slowdown continues

China’s economy continued its slowdown during the second quarter of 2019, expanding at an annualised rate of 6.2%. The country’s economy grew by 6.4% during the first quarter.

Adviser-Hub 19th Aug 2019

Market Updates

Market briefings looking back at July

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

Adviser-Hub 19th Aug 2019

Market Updates

Asian Japan market review: Australia and South Korea cut interest rates

Confidence amongst large Japanese manufacturers continued to deteriorate, according to the Bank of Japan’s quarterly Tankan survey.

Adviser-Hub 19th Aug 2019

Market Updates

Europe market review: Deteriorating outlook for Europe

The outlook for economic growth in the eurozone has continued to weaken.

Adviser-Hub 19th Aug 2019

Market Updates

US market review: Fed cuts rates for the first time since 2008

US equity markets reached new closing highs during July, and the S&P 500 Index breached 3,000 points for the first time ever.

Adviser-Hub 19th Aug 2019

Market Updates

The Week: Yield Curve

The US yield curve has finally inverted. It’s spooked equity markets, but does it necessarily mean recession is imminent?

Adviser-Hub 15th Aug 2019

Market Updates

The Week: A new world order threatens capitalism

After significant falls this week, have markets recognised that China/US trade wars are part of a deeper problem?

Adviser-Hub 8th Aug 2019

Market Updates

The Week: The Fed has bitten the bullet on interest rates

The Federal Reserve has bitten the bullet on interest rates, but will the 25bps rise make any difference to the global economy?

Adviser-Hub 1st Aug 2019

Market Updates

Global update: Possibility of “no deal” moves closer

Boris Johnson beat Jeremy Hunt during July to become the new leader of the Conservative Party and the UK’s new Prime Minister.

Adviser-Hub 1st Aug 2019

Market Updates

The Week: The new PM and UK assets

This week saw Boris Johnson anointed as UK Prime Minister.

Adviser-Hub 25th Jul 2019

Market Updates

The Week: China GDP: time to panic?

There was much hand-wringing this week as China announced the slowest growth in almost 30 years. Should investors be worried?

Adviser-Hub 18th Jul 2019

Market Updates

Adviser-Hub Annual Survey 2019

Participate in the annual Adviser-Hub survey for a chance to win a £250 Amazon voucher. Follow this link to be entered in our free prize draw

Adviser-Hub 16th Jul 2019

Partner Zone

Now is the time for some radical thinking

From Thatcher to Blair, it is no coincidence that through history moments of political change have brought with them new economic thinking in the UK. With low rates and weak growth, Leigh Himsworth ou...

Fidelity International 11th Jul 2019

Market Updates

The Week: All change at the head of Europe’s institutions

The UK is not the only place undergoing a change of leadership. Europe is in the process of appointing new heads for the European Commission and European Central Bank.

Adviser-Hub 11th Jul 2019

Market Updates

UK equity funds move back into favour

UK share prices rose and equity yields fell in June in the face of ongoing political uncertainty. The unfolding story of Brexit entered a new chapter during the month as the Conservative Party.

Adviser-Hub 10th Jul 2019

Market Updates

Asian Japan markets review: Trade tensions hit growth in Asia

Economic growth picked up in Japan during the first quarter of 2019, despite the continuing trade tensions between the US and China.

Adviser-Hub 10th Jul 2019

Market Updates

Emerging markets review: Trade negotiations reopen

The trade relationship between China and the US continued to dominate investor sentiment during June.

Adviser-Hub 10th Jul 2019

Market Updates

Europe market review: Further stimulus to come?

Following the extension to the Brexit deadline, the European Commission urged companies to ‘take advantage of the extra time” to make their preparations.

Adviser-Hub 10th Jul 2019

Market Updates

Global bond market review: Central banks start to ease

Bond yields continued their decline into June: prices rose as several central banks loosened their monetary policy stance.

Adviser-Hub 10th Jul 2019

Market Updates

UK bond market review: Gradual tightening strategy remains intact

UK government bond yields fell over the first six months of 2019, boosted by rising demand for gilts driven by political uncertainty.

Adviser-Hub 10th Jul 2019

Market Updates

UK equity market review: Political distraction

Three years on from the Brexit referendum – and three months after the Brexit deadline was extended – the issue of Brexit remained unresolved.

Adviser-Hub 10th Jul 2019

Market Updates

UK equity income market update: UK equity funds move back into favour

UK share prices rose and equity yields fell in June in the face of ongoing political uncertainty. The unfolding story of Brexit entered a new chapter during the month as the Conservative Party.

Adviser-Hub 10th Jul 2019

Market Updates

US market review: Rate cut on the horizon

Trade developments continued to absorb attention during June. Having imposed tariffs on Mexican imports in May President Donald Trump suspended them “indefinitely”.

Adviser-Hub 10th Jul 2019

Market Updates

Market briefings looking back at June

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

Adviser-Hub 10th Jul 2019

InvestecDefensiveReturns9Jul19 VIDEO

Investec | The driving force behind defensive returns?

Portfolio Managers John Stopford and Jason Borbora-Sheen explain their approach to delivering defensive returns in unsettled markets.

Ninety One 9th Jul 2019

Fidelity4Jul19 VIDEO

Fidelity International | Why the hunt for yield takes us to Asia

Eugene Philalithis discusses how he took full advantage of the flexibility within the Multi Asset Income range to favour opportunities across Asia in Q1.

Fidelity International 4th Jul 2019

Market Updates

The Week: Inflated expectations

Investor expectations have been dialled up by market returns in recent years. Advisers will need to talk them down.

Adviser-Hub 4th Jul 2019

Market Updates

Global update: Brexit: no further forward

The third anniversary of the Brexit referendum came and went in June, and still the issue of Brexit remained up in the air.

Adviser-Hub 4th Jul 2019

Market Updates

Select conference 2019

This year’s Select conference took the temperature of global market stock markets, gathering views from ten leading asset management firms. What were the seven big themes to emerge?

Adviser-Hub 3rd Jul 2019

Market Updates

The Week: Monetary easing resumes: will markets be impressed?

It is deja vu all over again. This week, central banks have hinted at further rate cuts, but is monetary easing losing its potency?

Adviser-Hub 27th Jun 2019

Market Updates

The Week: The platform duty of care

The Woodford problems have raised a number of problems, not least the relationship between platforms and their execution-only clients.

Adviser-Hub 20th Jun 2019

Website-holding-1920x1080 VIDEO

Baillie Gifford | Solving the Investment Puzzle

For over 30 years, the Baillie Gifford Managed Fund has exemplified that sometimes the simplest solutions can be very successful. This film explains how the fund can help you solve the puzzle of inves...

Baillie Gifford 20th Jun 2019

Market Updates

Open-ended funds: beyond redemption?

Open-ended funds aim to hold enough cash in reserve to allow the manager to meet redemptions without having to sell holdings. Problems can arise, however, when the manager is faced with an unexpectedl...

Adviser-Hub 20th Jun 2019

Market Updates

The Week: Is Woodford a victim?

Amid the clamour, there are a number of quieter voices suggesting that Neil Woodford has been poorly treated. If investors had only been willing to be more patient, they argue, it would have come righ...

Adviser-Hub 13th Jun 2019

Market Updates

Asian Japan markets review: Economic outlook dims for Japan

Notwithstanding some encouraging economic data, Japan’s Government downgraded its view on the country’s economy during May.

Adviser-Hub 12th Jun 2019

Market Updates

Emerging markets review: Trade wars bite

Although the US and China had been widely expected to agree a trade deal, US President Donald Trump instead confounded hopes.

Adviser-Hub 12th Jun 2019

Market Updates

Europe market review: Slowing European growth

Although European investors generally welcomed the results of the European Parliamentary elections, share prices across the region generally fell heavily amid concerns over Europe’s economic outlook a...

Adviser-Hub 12th Jun 2019

Market Updates

Global bond market review: Trade conflicts driven down yields

Bond yields fell during May as the trade conflict between the US and China took an unexpected turn.

Adviser-Hub 12th Jun 2019

Market Updates

UK bond market review: Brexit worries fuel demand for gilts

Amid rising speculation over the likelihood of a no-deal Brexit, gilt prices surged and yields plummeted in May as investors scrambled for investments perceived to be safe havens.

Adviser-Hub 12th Jun 2019

Market Updates

UK equity income market review: Brexit drives up equity yields

UK share prices fell during May as Prime Minister Theresa May announced that she would be standing down.

Adviser-Hub 12th Jun 2019

Market Updates

UK equity market review: Brexit tensions intensify in May

Escalating political upheaval knocked investors’ confidence in May, and share prices suffered.

Adviser-Hub 12th Jun 2019

Market Updates

US market review: The “Tariff Man” strikes again

Having hit new highs during April, share prices plummeted in May as the trade war between the US and China took an unexpected turn.

Adviser-Hub 12th Jun 2019

Market Updates

Market briefings looking back at May

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

Adviser-Hub 12th Jun 2019

Partner Zone

Head in the cloud

Reflecting on his future-gazing session in Seattle with Jeff Bezos, Tom Slater considers the fast-growing Cloud business Amazon Web Services.

Baillie Gifford 10th Jun 2019

Partner Zone

Streaming the future

Tom Slater on tomorrow’s opportunities Following a meeting with Amazon boss Jeff Bezos in Seattle, Tom Slater considers the online giant’s prospects in the changing world of new media....

Baillie Gifford 10th Jun 2019

Market Updates

Solving the Investment Puzzle

For over 30 years, the Baillie Gifford Managed Fund has exemplified that sometimes the simplest solutions can be very successful. Iain McCombie and Steven Hay explain how the fund can help you solve t...

Baillie Gifford 7th Jun 2019

Partner Zone

America’s China Challenge – Read the Latest Issue of Baillie Gifford’s Enlightenment magazine

US companies are under pressure from Chinese rivals looking to dominate their home market and satisfy global ambitions. Read about this and more in the latest issue of Enlightenment, the funds magazin...

Baillie Gifford 7th Jun 2019

Market Updates

The Week: Woodford: bad for him, bad for the industry

Many column inches have already been devoted to the Neil Woodford saga, but make no mistake, it is vitally important for investors to take some lessons from the downfall of ‘the greatest investor of h...

Adviser-Hub 6th Jun 2019

Market Updates

Global update: US/China trade war escalates

Prime Minister Theresa May finally announced that she was resigning as leader of the Conservative Party on 7 June. Her decision triggered a leadership contest alongside rising concerns over the possib...

Adviser-Hub 4th Jun 2019

Partner Zone

Alexa - how big can you get?

When Tom Slater met Jeff Bezos in Seattle recently, the Amazon CEO explained how little he cared about daily market news. Better, he said, to spend his time “living in the future … a wonderful place”.

Baillie Gifford 4th Jun 2019

Market Updates

The Week: A revival in Japan?

Against all expectations, the Japanese economy grew at robust pace of 2.1% in the first quarter of 2019.

Adviser-Hub 30th May 2019

Market Updates

What next for Brexit?

After months of political wrangling over Brexit, Prime Minister Theresa May announced that she would stand down as leader of the Conservative Party.

Adviser-Hub 28th May 2019

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The Week: Is value emerging in retail property?

The UK’s retail property sector has been tough, but is now attracting interest from across the pond.

Adviser-Hub 23rd May 2019

Market Updates

The Week: Can the US retain its innovation crown?

The long-term outperformance of the US stock market has many possible explanations.

Adviser-Hub 16th May 2019

Market Updates

US market review: US share indices hit fresh highs

Economic growth picked up in the US during the first quarter of 2019. Having expanded by 2.2% year on year in the final quarter of 2018, the US economy grew.

Adviser-Hub 14th May 2019

Market Updates

UK equity income market review: UK dividend growth set to continue

Dividend payouts from UK companies reached a new first-quarter record during the first three months of 2019.

Adviser-Hub 14th May 2019

Market Updates

Global bond market review: Europe weakens

Demand for government bonds generally rose during April against a backdrop of intensifying concerns over the global economic outlook.

Adviser-Hub 14th May 2019

Market Updates

Europe market review: Eurozone stages a rally

The eurozone’s economy rebounded during the first three months of 2019, posting quarter-on-quarter growth of 0.4%. Italy emerged from recession, supported by export activity.

Adviser-Hub 14th May 2019

Market Updates

Emerging markets review: Dovish Fed boosts sentiment towards emerging markets

Sentiment towards emerging markets has improved recently, boosted by a more dovish rhetoric from the US Federal Reserve.

Adviser-Hub 14th May 2019

Market Updates

Asian Japan markets review: Bank of Japan provides additional guidance

Japan’s interest rates will remain unchanged until the beginning of 2020 at the earliest, according to the BoJ’s updated guidance.

Adviser-Hub 14th May 2019

Market Updates

Market briefings looking back at April

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

Adviser-Hub 14th May 2019

Market Updates

UK equity market review: Another six months …

The new Brexit deadline of 31 October has given UK MPs an additional six months to reach agreement.

Adviser-Hub 13th May 2019

Market Updates

UK bond market review: Brextension eases demand for gilts

Demand for UK government bonds slipped during April: prices fell and yields rose as a six-month extension to Brexit allayed investors’.

Adviser-Hub 13th May 2019

Market Updates

The Week: Wobbly markets

Markets have been wobbly this week as the China/US truce appeared to be in jeopardy.

Adviser-Hub 9th May 2019

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Capitalising on China’s consumption shifts

While global issues continue to impact sentiment towards Chinese equities, Dale Nicholls discusses some of the local drivers that are structurally shifting the investment landscape. As consumption...

Fidelity International 6th May 2019

Market Updates

What does de-globalisation mean for global investing?

The recent shift towards protectionism and nationalist self-interest has left some questioning whether the sun is setting on the globalisation-driven world order of recent times. We assess what such a...

Fidelity International 3rd May 2019

Market Updates

The Week: Addressing intergenerational unfairness

The House of Lords and FCA are both looking at ways to address financial disparity between generations. Financial advisers may need to take note.

Adviser-Hub 2nd May 2019

Market Updates

The Asia Call - Episode 1: China

Join us for a new, live and interactive call from our Asia-based investment team. First up, we focus on China - covering the latest trade-related developments and the opportunities and risks in Chines...

Fidelity International 2nd May 2019

Market Updates

Global update: Brextension

Having delayed Brexit from 29 March to 12 April, Prime Minister Theresa May agreed a new Brexit deadline of 31 October with EU leaders.

Adviser-Hub 2nd May 2019

Dan Roberts_FundCalibre VIDEO

Fidelity International | Dan Roberts on economic expansion and current opportunities

FundCalibre research analyst Ryan Lightfoot-Brown sits down with Dan Roberts, fund manager of Elite Rated Fidelity Global Dividend to get his thoughts on the "longest running equity bull market". You...

Fidelity International 30th Apr 2019

Market Updates

The Week: Is the hedge fund dead?

A few years ago, investors were happy to pay 2% a year, plus a 20% performance fee for access to the top talent in the hedge fund industry.

Adviser-Hub 25th Apr 2019

Market Updates

The Week: Lessons from the Neil Woodford experience

Do Neil Woodford's troubles at Woodford Investment Management hold any lessons for investors?

Adviser-Hub 18th Apr 2019

Market Updates

US market review: Bull market celebrates its tenth birthday

The US bull market became the longest bull market in the history of the S&P 500 Index during March, celebrating its ten-year anniversary on 9 March.

Adviser-Hub 17th Apr 2019

Market Updates

UK equity income market review: “Hope dies last”

Having tried – and failed – to get her Brexit deal through the House of Commons three times, Prime Minister Theresa May was obliged to seek an extension to the Article 50 process.

Adviser-Hub 17th Apr 2019

Market Updates

UK equity income market review: Brexit puzzle remains unsolved

The Brexit conundrum remained unsolved as March drew to a close, and the UK remained in the EU as Brexit Day was pushed out to 12 April. The yield on the FTSE 100 Index declined over March.

Adviser-Hub 17th Apr 2019

Market Updates

UK bond market review: Brexit uncertainties are unresolved

Following Parliament’s rejection of a no-deal Brexit, sterling surged against the US dollar to its highest level since June 2018 and against the euro to its highest level since April 2017.

Adviser-Hub 17th Apr 2019

Market Updates

Global bond market review: European slowdown drives demand for bonds

Fears of an economic slowdown in Europe rattled investors during March, and European government bond yields fell as investors sought perceived safe havens.

Adviser-Hub 17th Apr 2019

Market Updates

Europe market review: European slowdown

Interest rates in the eurozone are not expected to rise until next year at the earliest, according to the European Central Bank (ECB).

Adviser-Hub 17th Apr 2019

Market Updates

Emerging markets review: China cuts economic forecast

China’s leaders cut their economic growth forecast for 2019 to 6% to 6.5%, compared with last year’s target of around 6.5%.

Adviser-Hub 17th Apr 2019

Market Updates

Asian Japan markets review: Clouds over Japan’s economy

Confidence amongst Japanese businesses deteriorated over the first three months of 2019, according to the Bank of Japan’s (BoJ’s) quarterly Tankan survey of business sentiment.

Adviser-Hub 17th Apr 2019

Market Updates

Market briefings looking back at March

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

Adviser-Hub 17th Apr 2019

Market Updates

The Week: Why do we still group funds by geography?

In a globalised age, why do we persist in grouping funds by geography?

Adviser-Hub 11th Apr 2019

Market Updates

Global update: Brexit postponed…

“Brexit Day” – 29 March – came and went, but the UK remained in the EU. The UK was forced to seek an extension to the Article 50 process as Prime Minister Theresa May failed to get her Brexit deal thr...

Adviser-Hub 9th Apr 2019

TempleBar8Apr19 VIDEO

Investec | Alastair Mundy in conversation: Temple Bar Investment Trust

Journalist Cherry Reynard speaks to Portfolio Manager Alastair Mundy and Analyst Peter Lowery, covering topics such as the Temple Bar dividend, value vs. growth investing and their views on the domest...

Ninety One 8th Apr 2019

Market Updates

The Week: Better times ahead for UK mid-caps

Yesterday’s vote in Parliament came as close as reasonably possible to preventing a ‘no deal’ Brexit scenario. Of course, in the absence of other options, there may still be an accidental ‘no deal’, b...

Adviser-Hub 4th Apr 2019

FidelityDRoberts3Apr19 VIDEO

Fidelity International | A quality approach pays dividends

Portfolio manager Dan Roberts talks through his long-term portfolio strategy for the Fidelity Global Dividend Fund – company characteristics, his valuations discipline, and bottom-up approach to stock...

Fidelity International 3rd Apr 2019

Multi Asset_300x139 Market Updates

Fidelity Multi Asset

Providing your clients with the choice, flexibility and confidence that their investment needs are being met in a consistent fashion.

Fidelity International 1st Apr 2019

FixedIncomesolutions_AH Market Updates

Fixed income solutions

Make the most of the opportunities on offer across the global fixed income universe through the integrated capabilities of our award-winning fixed income solutions.

Adviser-Hub 31st Mar 2019

Market Updates

The Week: Active vs Passive

A new report from BMO Global Asset Management has issued a major challenge to the assumption that passive funds always outperform the average active manager.

Adviser-Hub 28th Mar 2019

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Baillie Gifford | Scottish Mortgage - Invest in Progress

Scottish Mortgage is the UK’s largest investment trust. Join joint managers James Anderson and Tom Slater, as they discuss why they believe that it is the impact of a very small group of exceptional c...

Baillie Gifford 25th Mar 2019

Market Updates

Bond Beats #3 Pinewood Studios

In Bond Beats, Baillie Gifford’s High Yield Bond team explains the thinking behind some of their investment decisions. Hollywood, California might be the first location you think of with regard to lar...

Adviser-Hub 22nd Mar 2019

Market Updates

Scottish Mortgage Stock Stories - Spotify

Tom Slater, joint manager of Scottish Mortgage Investment Trust, shares his enthusiasm for Spotify, a subscription streaming business that has grown to be a global product under the guidance of its fo...

Adviser-Hub 22nd Mar 2019

Market Updates

The Week: ‘Feemageddon’ warning for asset managers

Today’s headlines warned of a ‘feemageddon’ for asset managers, as a new report showed fees on US equity funds fell to a new record low last year.

Adviser-Hub 21st Mar 2019

Fidelity21MarDRoberts VIDEO

Fidelity International | Revisiting the case for quality dividend investing

Dan Roberts, Portfolio Manager for the Fidelity Global Dividend Fund gives an update on the strategy and where he's finding new opportunities for dividend growth this year. He challenges the argument...

Fidelity International 21st Mar 2019

Market Updates

MPs vote to delay Brexit

Having rejected the possibility of leaving the EU without a deal, MPs voted by 402 to 202 in favour of requesting an extension to Article 50.

Adviser-Hub 19th Mar 2019

Market Updates

Brexit: where now?

Following the Government’s defeat in the second “meaningful vote” on Prime Minister Theresa May’s Brexit deal, the House of Commons voted by 321 to 278 against leaving the EU without a deal.

Adviser-Hub 18th Mar 2019

Market Updates

Government loses second “meaningful vote”

Having lost the first “meaningful vote” on Brexit by a record margin in January, the Government went on to lose a second “meaningful vote” on Prime Minister Theresa May’s updated Brexit deal.

Adviser-Hub 14th Mar 2019

Market Updates

Spring Statement 2019: Brexit deal holds the key

Having signalled an end to austerity in the Budget of October 2018, Chancellor of the Exchequer Philip Hammond struck a slightly more restrained tone in the Spring Statement of March 2019.

Adviser-Hub 14th Mar 2019

Market Updates

The Week: Brexit, no Brexit

Whatever side you’re on, Brexit means higher costs for asset managers, which means more consolidation

Adviser-Hub 14th Mar 2019

Market Updates

The Week: Women and wealth

There is a huge opportunity for fund managers who can shrink the gender gap, with women increasingly controlling household wealth.

Adviser-Hub 7th Mar 2019

Market Updates

Global bond market review: Italian bond yields rise

Government bond yields in Italy rose sharply during February as a decline in confidence pushed up borrowing costs. Sentiment was knocked by a combination of factors...

Adviser-Hub 7th Mar 2019

Market Updates

UK equity income market review: Brexit question remains unanswered

UK share prices generally rose during February, despite the fact that the pressing issue of Brexit remained unresolved.

Adviser-Hub 7th Mar 2019

Market Updates

US market review: Hopes of a trade deal

US equity markets rose during February as investor sentiment was buoyed by hopes that the US and China will finally manage to reach agreement on their long-running trade dispute.

Adviser-Hub 6th Mar 2019

Market Updates

UK equity market review: The Brexit deadline looms

The UK ended February with the question of Brexit still unanswered. The month was dominated by political newsflow as concerns over Brexit were compounded by the resignation of eleven MPs. 

Adviser-Hub 6th Mar 2019

Market Updates

UK bond market review: Brexit “fog”

The possibility that Brexit might be delayed beyond its 29 March deadline drove sterling to its highest level against the euro for almost two years during February.

Adviser-Hub 6th Mar 2019

Market Updates

Global update: The eleventh hour...

With Brexit still unresolved and the clock counting down to the 29 March deadline, Prime Minister Theresa May announced that a second “meaningful vote” on her Brexit deal will be held by 12 March.

Adviser-Hub 6th Mar 2019

Market Updates

Asian Japan markets review: Trade deal hopes boost sentiment

Japan’s benchmark Nikkei 225 Index reached its highest level since mid-December during February, boosted by US President Donald Trump’s decision to delay tariff increases on imports from China.

Adviser-Hub 6th Mar 2019

Market Updates

Market briefings looking back at February

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

Adviser-Hub 6th Mar 2019

Market Updates

Emerging markets review: End of trade dispute within sight?

Despite signs of an ongoing economic slowdown in China, share prices performed strongly during February. The US announced that it would postpone its planned tariff increases on Chinese exports.

Adviser-Hub 6th Mar 2019

Market Updates

Europe market review: “No breakthrough in sight”

Further “robust but constructive” Brexit talk between Prime Minister Theresa May and European Commission President Jean-Claude Juncker yielded no change in February.

Adviser-Hub 6th Mar 2019

Fidelity28Feb19 VIDEO

Fidelity International | Diversified, sustainable income

How can the Fidelity Multi Asset Income range help your clients achieve a sustainable income when markets are increasingly volatile? In this video, Portfolio Manager Eugene Philalithis delves into his...

Fidelity International 28th Feb 2019

Market Updates

Time to Buy British?

As Norway’s sovereign wealth fund snaps up bargain-basement British assets, is it the start of a tentative revival?

Adviser-Hub 28th Feb 2019

Market Updates

Fidelity Analyst Survey 2019

Each year, we ask our analysts what their companies are expecting in the coming months and how management teams are positioning their businesses. Formed from over 16,000 meetings, this year’s results...

Fidelity International 27th Feb 2019

Partner Zone

Scottish Mortgage - Invest in Progress

Scottish Mortgage is the UK’s largest investment trust. Join joint managers James Anderson and Tom Slater, as they discuss why they believe that it is the impact of a very small group of exceptional c...

Baillie Gifford 25th Feb 2019

Market Updates

Asian Japan markets review: Subdued outlook for inflation

The outlook for Japan’s key export market appears clouded, dampened by the ongoing trade conflict between the US and China.

Adviser-Hub 25th Feb 2019

Market Updates

Emerging markets review: Trade conflicts pose a risk to growth

After a strong December, emerging markets generated a more muted performance in January. Nevertheless, emerging economies are expected to continue to drive global growth. However, one of the principal...

Adviser-Hub 25th Feb 2019

Market Updates

Europe market review: Headwinds to European growth

Although European stock markets generally rallied in January after December’s sharp falls, investor sentiment was blunted by further signs of economic slowdown. European Central Bank President Mario D...

Adviser-Hub 25th Feb 2019

Market Updates

UK bond market review: May heads back to Brussels

With no sign of a resolution to Brexit, gilt yields seesawed in January. As expected, Prime Minister Theresa May failed to get her Brexit deal through the House of Commons, and ended the month with no...

Adviser-Hub 25th Feb 2019

Market Updates

UK equity market review: Another throw of the dice

January ended without any resolution to the question of Brexit. With only two months left before the deadline of 29 March, investors faced up to the possibility of no deal. Following votes on a range...

Adviser-Hub 25th Feb 2019

Market Updates

US market review: A temporary end to the shutdown

Following its worst December since 1931, the S&P 500 Index experienced its best January since 1987. Investors appeared to shrug off the implications of a protracted partial shutdown of the federal gov...

Adviser-Hub 25th Feb 2019

Market Updates

What’s next for technology?

Technology has undoubtedly been a good investment in recent years, but in a climate of weaker growth, can it sustain its advantage?

Adviser-Hub 21st Feb 2019

Partner Zone

Podcast: Short Term Briefings on Long Term Thinking

Baillie Gifford’s Short Briefings on Long Term Thinking brings valuable insights into the benefits of taking the long view.

Baillie Gifford 19th Feb 2019

Market Updates

The Week: Markets rebound; but why?

Markets re-found their footing this week with European stock markets hitting a three month high.

Adviser-Hub 14th Feb 2019

Fidelity13Feb19 VIDEO

Fidelity International | What matters most for investors in 2019?

2019 has seen a strong start to the year with areas like equities and high yield bonds rallying. Fidelity Multi Asset Open range Portfolio Manager Bill McQuaker discusses why this is not atypical afte...

Fidelity International 13th Feb 2019

Article-Chart-03-smll2024 Market Updates

The Week: Investor nerves over commercial property funds

Commercial property funds have caught the eye of the regulator again, after nervous investors withdrew £315m from the sector in December. The FCA has asked for daily updates from the funds ov...

Adviser-Hub 7th Feb 2019

Market Updates

Global update: Brexit: more talk, no action?

Having dominated financial markets in 2018, political issues intensified into 2019 in the UK and the US. The UK inched closer towards the Brexit deadline without any sign of a resolution.

Adviser-Hub 5th Feb 2019

Market Updates

Market briefings looking back at January

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

Adviser-Hub 4th Feb 2019

Market Updates

The Week: Does the future belong to India rather than China?

Martin Wolf wrote in this week’s Financial Times that ‘the future might not belong to China’. Is he right?

Adviser-Hub 31st Jan 2019

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The Week: UK dividends hit new highs

With the yield on UK shares at a level not seen since the depths of the financial crisis, are investors missing a barg

Adviser-Hub 24th Jan 2019

Partner Zone

Hub News: Refreshingly predictable

While multi-asset managers look to incorporate ever-more complex asset classes in their portfolios, the Baillie Gifford Managed funds sticks to a straightforward approach. Iain McCombie, Investme...

Baillie Gifford 23rd Jan 2019

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Heightened focus on governance in the year to come

Melville Rodrigues, partner at international law firm Charles Russell Speechlys, considers the implications of important corporate governance reforms being introduced by the UK regulator

Various 22nd Jan 2019

Market Updates

Market briefings looking back at December

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

Adviser-Hub 18th Jan 2019

Market Updates

The Week: Is Brexit in the price?

Markets were stable in the face of political turmoil in the UK this week. Does this suggest that Brexit - in all its forms - is in the price?

Adviser-Hub 17th Jan 2019

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The clock is ticking

Hot on the heels of its heavy defeat in the “meaningful vote”, the Government survived a vote of “no confidence”.

Adviser-Hub 17th Jan 2019

Article-London-01-smll2024 Market Updates

“Time is almost up”

Having postponed the “meaningful vote” on her controversial Brexit deal by over a month, Prime Minister Theresa May saw it voted down by in the House of Commons by 432 votes to 202, rep...

Adviser-Hub 16th Jan 2019

SQBGMultiAsset14Jan19 VIDEO

Baillie Gifford Multi Asset Growth: Square Mile Talking Factsheet

A multi asset fund that aims to deliver a return that is well ahead of cash whilst keeping volatility to a level below that of equities.

Adviser-Hub 14th Jan 2019

Investec10Jan19 VIDEO

Investec | Defensive Returns - Drawdowns

As markets brace for continued volatility in 2019, a more defensive stance appears warranted. John Stopford and Jason Borbora discuss their approach to delivering defensive returns on the Investec Div...

Ninety One 10th Jan 2019

Article-balance-01-smll2024 Market Updates

What will make the difference in 2019?

As investors adjust their portfolios for 2019, what will be the key things to watch for the year ahead?

Adviser-Hub 10th Jan 2019

Market Updates

Global update: 2018: worst year since 2008 for equity markets

2018 proved to be the worst year for global markets since 2008. The MSCI World Index fell by 10.4% over the year as a whole, dragged down by widespread economic and political concerns. Markets seesawe...

Adviser-Hub 7th Jan 2019

Market Updates

The Week: Big trouble in little China

Things are looking increasingly gloomy in China. Should investors be worried about the year ahead?

Adviser-Hub 3rd Jan 2019

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