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
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
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
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
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
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
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
Video: Japan: global growth & record profits
Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
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
M&G Emerging Markets Bond
Square Mile's Victoria Hasler discusses M&G Emerging Markets Bond.
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
Invesco | 2019 investment outlook - European equities
Invesco 21st Jan 2019
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
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
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
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?
“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
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...
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
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.
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
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.
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.
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...
M&G Investments 16th Jan 2019
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
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.
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
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
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
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
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.
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...
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
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
Tue, 2nd, Feb Online Event
Sign up to our Hub News E-Newsletter