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Adviser-Hub 31st Mar 2019
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
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
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
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...
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
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
Schroders | The morning after the night before: New opportunities in european equity
James Sym, Fund Manager, provides an overview of challenges encountered by companies during earning season, especially with cyclicals, ESG explorations being made in the portfolio, and some innovators...
Schroders 20th Mar 2019
Schroders | Finding strength in Scandinavian cities
Tom Walker, Co-Head of Global Real Estate Securities, covers the team's recent research trip to Scandinavia to see two holdings in Stockholm and Oslo and how they are adapting to shifting urban popula...
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
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
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
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.
The Week: Brexit, no Brexit
Whatever side you’re on, Brexit means higher costs for asset managers, which means more consolidation
M&G Investments | Earnings season – some welcome surprises?
Ritu Vohora, Investment Director, offers some key takeaways following the latest round of quarterly earnings announcements. Results were better than feared, with actual reported earnings surprisingly...
M&G Investments 11th Mar 2019
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
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...
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.
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
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.
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.
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.
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.
Market briefings looking back at February
A selection of articles, written by our expert investment writers, covering the markets looking back through February.
LGIM Podcast: In Conversation with Anton Esher, CIO, LGIM
It’s fair to say that growing up in South Africa helped shape Anton Eser into the Chief Investment Officer he is today. Having lived “in one of the emerging markets” through a tumultuous period in tha...
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.
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.
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