Adviser Hub articles

Article-China-AO-01_1.jpg-3 Analysis & Opinion

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

AH-vidarticle-Invesco22Jan19 Analysis & Opinion

Video: 2019 Investment outlook - European Equities

European equities have been heavily sold, are things that bad? Jeffrey Taylor head of European Equities focuses his outlook on the importance of taking a fundamental long-term approach to European equ...

Adviser Hub 30th Jan 2019

Invesco29Jan19 HUB TV

Invesco | 2019 investment outlook: Asian & emerging markets

2018 has been a challenging year for Asian and global emerging equity markets. The year began with upbeat earnings expectations and valuations above long-term historical averages. However, since the s...

Invesco 29th Jan 2019

SMJPM HUB TV

First State Global Listed Infrastructure Talking Factsheet

A global portfolio of high quality listed infrastructure securities.

Square Mile Research 28th Jan 2019

Invesco28Jan19 HUB TV

Invesco | 2019 investment outlook - Global markets

As we look out to 2019, we believe there are three key themes that will persist into this year: economic growth divergence is likely to continue to some extent, geopolitical disruption is leading to s...

Invesco 28th Jan 2019

Article-Maze-EH-01_1.jpg Events

Investment Intelligence Seminars: Round 1

Join Invesco for the first round of the 2019 Investment Intelligence Seminars, as they reflect on what has been a difficult year for most asset classes. Build upon your current knowledge, as they prov...

Adviser Hub 28th Jan 2019

Article-Cities-London-AO-01_1 Analysis & Opinion

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

AH-VOTWCrd-BG24Jan19 Analysis & Opinion

VIDEO: Beyond the Headlines - Stock Stories in Asia

How do you find the most exciting growth companies in the Asia Pacific region? In this film Ewan Markson-Brown and Roderick Snell, managers of the Baillie Gifford Pacific Fund, discuss the key compone...

Baillie Gifford 24th Jan 2019

M&G16Jan19 Analysis & Opinion

FTSE 100 celebrates 35 years - a bargain opportunity?

Watch this month’s video where, Investment Director, Ritu Vohora looks at the evolution of the FTSE 100 over the past 35 years and whether UK equities are a buying opportunity.

Adviser Hub 23rd Jan 2019

sqmile_mgemerging10apr19 Analysis & Opinion

M&G Emerging Markets Bond

Square Mile's Victoria Hasler discusses M&G Emerging Markets Bond.

Adviser Hub 23rd Jan 2019

AH-vidarticle-Neptune22Jan219 Analysis & Opinion

Video: Japan: global growth & record profits

Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.

Adviser Hub 23rd Jan 2019

Article-Direction-PZ-01 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

Article-Games-Chess-AO-01_1 (1) Analysis & Opinion

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

InvescoEuEquities21Jan19 HUB TV

Invesco | 2019 investment outlook - European equities

European equities have been heavily sold, are things that bad? Jeffrey Taylor head of European Equities focuses his outlook on the importance of taking a fundamental long-term approach to European equ...

Invesco 21st Jan 2019

Headers-Global-AO-01 Analysis & Opinion

Market briefings looking back at December

The below selection of articles have been written by our expert investment writers and cover the markets looking back through December.

Adviser Hub 18th Jan 2019

SchrodersHugoM18Jan19 HUB TV

Schroders | Cautious optimism on 2019 Real Estate outlook

Hugo Machin, Co-Head of Global Real Estate Securities, reviews market performance in 2018 and highlights the key message for Global Cities in 2019.

Schroders 18th Jan 2019

Article-Cities-London-AO-01_1 Analysis & Opinion

The clock is ticking

Hot on the heels of its heavy defeat in the “meaningful vote”, the Government survived a vote of “no confidence”. The motion had been tabled by Labour leader Jeremy Corbyn in a move designed to force...

Adviser Hub 17th Jan 2019

Article-Chart-03 Analysis & Opinion

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

Article-Cities-London-AO-01_1 Analysis & Opinion

“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, repres...

Adviser Hub 16th Jan 2019

Article-Chart-PZ-02_1 Partner Zone

A Spotlight On: The Sterling Strategic Bond Sector

As of December 2018, the IA Sterling Strategic Bond sector has c.£130 billion of client assets invested across 91 funds. The sector could most simply be characterised as a flexibl...

Adviser Hub 16th Jan 2019

SchrodersHugo16Jan19 HUB TV

Schroders | Outlook 2019 - Physical vs online retail: embracing disruption

Hugo Machin, Co-Head of Global Real Estate Securities, wraps up 2018, covering the challenges and fund performance over the year, and provides his outlook for 2019.

Schroders 16th Jan 2019

SchrodersJames16Jan19 HUB TV

Schroders | 2019 outlook: A tricky year ahead but with better buying opportunities

James Sym, Fund Manager, provides a summary of European markets in 2018 and explores the headwinds and opportunities that might arise in 2019.

Schroders 16th Jan 2019

BGBeyondHeadlines16Jan19 HUB TV

Baillie Gifford | Beyond the Headlines - Stock Stories in Asia – December 2018

How do you find the most exciting growth companies in the Asia Pacific region? In this film Ewan Markson-Brown and Roderick Snell, managers of the Baillie Gifford Pacific Fund, discuss the key compone...

Baillie Gifford 16th Jan 2019

InvescoGreenwood16Jan19 HUB TV

Invesco | John Greenwood’s annual economic outlook 2019

What are the prospects for the global economy? With record low rates of unemployment in many major economies, will inflation take off in 2019? Read Chief Economist John Greenwood’s economic outlook fo...

Invesco 16th Jan 2019

Invesco16Jan19Outlook19 HUB TV

Invesco | 2019 investment outlook – UK equities

Mark Barnett head of UK equities provides his outlook for 2019 with focus on Brexit uncertainty, geopolitics, trade wars and global monetary policy mistakes.

Invesco 16th Jan 2019

SchrodersJSymEuroEquities16Jan19 HUB TV

Schroders | What next for European equities after a volatile 2018?

James Sym, Fund Manager, provides a review of European markets in 2018, an outlook for 2019 and explains how the portfolio will be positioned to benefit from the environment.

Schroders 16th Jan 2019

opti-update Analysis & Opinion

Fund Update: M&G Optimal Income Fund

In this short video Richard Woolnough, Fund Manager for the M&G Optimal Income Fund, will discuss how the market performed in the second half of 2018, as well as his outlook going into the new year an...

Adviser Hub 16th Jan 2019

Article-Global-04 Partner Zone

Enlightenment Funds Magazine – Read the latest issue

Read Enlightenment, the quarterly digital magazine that puts Baillie Gifford’s funds in the spotlight, giving you the chance to access insights from the teams that manage them. In the latest iss...

Baillie Gifford 15th Jan 2019

M&GEpisodeSQM14Jan19 HUB TV

M&G Episode Income: Square Mile Talking Factsheet

The manager aims to deliver income and growth in a risk controlled manner.

Square Mile Research 14th Jan 2019

SQBGMultiAsset14Jan19 HUB TV

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.

Square Mile Research 14th Jan 2019

m&g_investments_log Analysis & Opinion

Emerging Markets: 5 key issues to watch in 2019?

Emerging Markets (EM) debt had a torrid 2018 as global macro risks, softer EM growth and idiosyncratic stories, all repriced relatively expensive valuations at the beginning of the year. Are the new p...

Adviser Hub 14th Jan 2019

Investec10Jan19 HUB TV

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...

Investec Asset Management 10th Jan 2019

Analysis & Opinion

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

Analysis & Opinion

Investment Intelligence Seminars: Round 1 2019

You can now sign up for the first round of our Investment Intelligence Seminars 2019. Make sure you reserve your space! 2018 has been a difficult year for most asset classes as they’ve faced a moun...

Adviser Hub 8th Jan 2019

Article3_v2 Analysis & Opinion

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.

Adviser Hub 8th Jan 2019

Analysis & Opinion

Investment Outlook 2019

Each New Year brings the promise of a fresh start – but for investors, it’s important to understand the global dynamics that have brought us to this point. How do yesterday’s elections, monetary po...

Adviser Hub 8th Jan 2019

Article-Chart-01-1 Analysis & Opinion

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

Article-China-01 Analysis & Opinion

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

Aviva_3Jan19 HUB TV

Aviva Investors | Building trust and delivering value

In partnership with The Investment Association and ITN Productions, this four-minute Aviva Investors video highlights the crucial role of asset managers to create a more sustainable world.

Aviva Investors 3rd Jan 2019

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