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FixedIncomesolutions_AH Market Briefings

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

Article-Pension-01 Partner Zone

FWB: ESG checklist for Trustees

How can pension trustees prepare for new requirements on the financial materiality of environmental, social and governance (ESG) factors? Here are five steps to help you navigate the recent Department...

Legal & General Investment Management 29th Mar 2019

Article-Technology-03 Partner Zone

Macro Matters blog: Techlash: Why investors may be too worried

When investing in technology companies, regulation risk is real. But is the market too concerned about it?

Legal & General Investment Management 29th Mar 2019

Partner Zone

Macro Matters blog: US economy: Extending the cycle

The recent soft patch in growth and dovish shift from the Feb has made it less likely that the US enters recession next year.

Legal & General Investment Management 29th Mar 2019

Article-Chart-01-2019 Market Briefings

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

CM9344 SM Invest in Progress banners 1219_713x250 VIDEO

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 Briefings

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 Briefings

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

Article-Chart-04 Partner Zone

LGIM Podcast: The changing world of index funds

Investors have embraced the world of index-tracking products on the back of comparatively low headline costs and the broad market exposures on offer.

Legal & General Investment Management 22nd Mar 2019

Article-Protection-02 Partner Zone

FWB: Equity protection, it’s the same as buying a car really

Buying cars and protecting yourself from equity market falls may not appear to have much in common. But you might choose to do both if you had the option…

Legal & General Investment Management 22nd Mar 2019

Article-Europe-01 Partner Zone

Macro Matters blog: ECB succession: the race to replace Mario Draghi

Forget the debates about nationality – the next ECB chief’s most important quality will be their ability to keep the show on the road in the next crisis.

Legal & General Investment Management 22nd Mar 2019

Partner Zone

FWB: Consumer of last resort

Amid all the global economic and market uncertainty, conviction about the macro outlook is low. But the one engine of growth Tim Drayson, Head of Economics at Legal & General IM, thinks we can rely on...

Legal & General Investment Management 22nd Mar 2019

Article-Bear-01 Market Briefings

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

SchrodersJSym_20Mar19 VIDEO

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

SchrodersTWalker20Mar19 VIDEO

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...

Schroders 20th Mar 2019

Article-Europe-01-2019 Market Briefings

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

Article-London-01 Market Briefings

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

Article-London-01 Market Briefings

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

Article-DowningStreet-01 Market Briefings

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

Article-Europe-01 Market Briefings

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

Article-Chart-02 Partner Zone

Macro Matters blog: 3D diversification

What are the key ways to diversify a portfolio? And why might investors wish to do this in the first place?

Legal & General Investment Management 14th Mar 2019

Article-Change-01 Partner Zone

Macro Matter blog: Swimming in data lakes and running through random forests

Why should investors take note of advances in the field of data science? And why now?

Legal & General Investment Management 14th Mar 2019

Article-Balance-01 Partner Zone

Macro matters blog: Inequality drives change

What's the link between happiness and wealth? And could it be behind the rise of populism?

Legal & General Investment Management 14th Mar 2019

InvescoUSEq12Mar19 VIDEO

Invesco | A dose of optimism in US equity markets

After a build-up of negative sentiment towards the end of 2018 – Simon, US Equities Fund Manager and John Botham, Global Equities Product Director discuss how that sentiment has changed since January...

Invesco 12th Mar 2019

InvescoHYield12Mar19 VIDEO

Invesco | Big changes and easier opportunities in high yield

Thomas Moore, Fund Manager and Senior Credit Analyst outlines his views on the current high yield environment.

Invesco 12th Mar 2019

InvescoEquities12Mar19 VIDEO

Invesco | Investing in equities: the world of the optimist

2018 was the fifth worst year in 40 years for UK equity markets. Does Fund Manager, Ciaran Mallon think there is room for more optimism as we move into 2019?

Invesco 12th Mar 2019

Communication-02 Partner Zone

FWB: A woman's work is never done

Across the world, more women participate in the formal labour market than ever before. But as the quality of women's employment varies widely, what can be done to reduce internation...

Legal & General Investment Management 11th Mar 2019

ritu VIDEO

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

Invesco28Feb19 VIDEO

Invesco | Finding value in financials

Despite the noise surrounding the markets – including the financials sector - in 2018, is Julien Eberhardt Fund manager and Senior Credit Analyst still able to find value?

Invesco 8th Mar 2019

Article-Balance-01 Market Briefings

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

Article-Building-04 Market Briefings

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

Article-Chart-03-2 Market Briefings

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

Communication-02 Partner Zone

FWB: Why separation of powers on the board matters

Splitting out the Chief Executive Officer (CEO) and board chair roles may help companies prepare for future challenges.

Legal & General Investment Management 6th Mar 2019

LGIM6Mar19 VIDEO

Legal & General Investment Management | Outlook for 2019

Justin Onuekwusi, Head of Retail Multi-Asset Funds gives his views on the outlook for 2019 and why multi-asset investing is important in the current environment.

Legal & General Investment Management 6th Mar 2019

Article-Grow-01 Partner Zone

Macro Matters blog: Will Marie Kondon save the world?

As unpopular as it may sound, the response to climate change may require the global economy to move to a model based less on 'relentless growth'. But can we wean ourselves off consumption?

Legal & General Investment Management 6th Mar 2019

Article-DonaldTrump-01 Market Briefings

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

Article-Europe-01 Market Briefings

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

Article-London-01 Market Briefings

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

Article-London-01 Market Briefings

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

Article-Japan-01 Market Briefings

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 Briefings

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

Article-Change-01 Market Briefings

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...

Adviser-Hub 6th Mar 2019

Article-Chart-01-1 Market Briefings

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

Article-Chart-03-2 Market Briefings

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

Invesco5Mar19 VIDEO

Invesco | Cautious, but confident

Rhys Davies, Portfolio Manager and Senior Credit Analyst gives his views on: His expectations and outlook for the coming months, whether high yield now offers value, where he is currently finding oppo...

Invesco 5th Mar 2019

Article-Balance-01 Partner Zone

LGIM Podcast: In conversation with: Simon Chinnery – painter, poet, Peru

If you’ve listened to any of our Defined Contribution focused episodes, you will have heard Simon’s voice. Through his self-professed middle-man role, he always seems to know just the right question t...

Legal & General Investment Management 5th Mar 2019

Invesco_4Mar19 VIDEO

Invesco | Challenging environment: a mixed asset perspective

Lewis Aubrey-Johnson Head of Fixed Income Products and Ciaran Mallon UK Equities Fund Manager discuss the UK equity and bond market environment in 2018 and where they are finding investment opportunit...

Invesco 4th Mar 2019

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