Adviser Hub articles

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

VIDEO

Merian UK Smaller Companies Fund: Square Mile Talking Factsheet

A sensibly managed fund in what can be a volatile asset class.

Square Mile Research 30th Apr 2019

MGGlobalBond29Apr19 Partner Zone

M&G Update on Global Bonds

Watch Jim Leaviss, fund manager of the M&G Global Macro Bond Fund, give his views on what has driven the change of tack in risk assets since Q1, what dollar strength means for other G10 currencies, th...

M&G Investments 29th Apr 2019

Article-Chart-02 Partner Zone

FWB: And when did you last see the father of investing?

Investor psychology may be all the rage in recent years, but by stripping away any emotional attachment to investing, Legal & General Investment Management find that valuation always ends up the most...

Legal & General Investment Management 25th Apr 2019

Article-Chart-04 Partner Zone

FWB: Market bubbles and melt-ups

Signs of bubble trouble in equity markets have dissipated, says Head of Asset Allocation, Emiel van den Heiligenberg. But as the risk of a market melt-down has fallen, could the chances of a ‘melt-up’...

Legal & General Investment Management 25th Apr 2019

Article-Buildings-FED-01-2019 Partner Zone

LGIM Talks: Let's rebuild America

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

Legal & General Investment Management 25th Apr 2019

Article-Chart-03-2 Market Briefings

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

SqMileMGGlobal25Apr19-1 VIDEO

M&G Global Floating Rate High Yield: Square Mile Talking Factsheet

This is an interesting strategy which should provide investors with protection against rising interest rates over the long term and a considerably more defensive performance profile than that of the w...

Square Mile Research 25th Apr 2019

Article-Global-02 Partner Zone

LGIM Talks: In conversation with - Ben Bennett, Head of Investment Strategy and Research

‘In conversation with’ series explores the lives and careers of people across Legal & General Investment Management and to understand more about what brought them to asset management.

Legal & General Investment Management 18th Apr 2019

Article-Chart-03-1 Market Briefings

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

Article-Building-Fed-01 Market Briefings

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

Article-London-01 Market Briefings

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

Article-Chart-03-1 Market Briefings

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

Article-London-01 Market Briefings

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

Article-Chart-03-1 Market Briefings

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

Article-Chart-01-1 Market Briefings

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

Article-China-01 Market Briefings

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

Article-Japan-01 Market Briefings

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

Article-Global-01-3 Market Briefings

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

Communication-02 Partner Zone

FWB: Emma’s top tips for aspiring women

How can women rise to the top of a career in finance? Emma Douglas, LGIM's Head of DC, spills the beans about life, work, and using the untried and untested to broaden your horizons...

Legal & General Investment Management 17th Apr 2019

SchroderTWalker15Apr19 VIDEO

Schroders | When generalisations can be dangerous

Tom Walker, Co-Head of Global Real Estate Securities, covers the team's approach to the less popular subsector of retail and how the fund's retail holdings are maintaining relevance. Tom also discusse...

Schroders 15th Apr 2019

Market Briefings

Trends Evolve. Investments Adapt.

We help our clients see through information complexity to capitalise on the opportunities presented by rapidly changing markets and evolving trends.

Adviser-Hub 11th Apr 2019

Partner Zone

The Big Deal about Big Data

Big Data is transforming companies, sectors and the broader economy. Active management has always been about generating an informational advantage. Big Data, with the right human judgement, can help u...

Adviser-Hub 11th Apr 2019

Article-Chart-01-1 Market Briefings

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 Briefings

The Millennial Effect

We believe Millennials are reshaping markets and have the potential to impact businesses across sectors and geographies. Millennials are driving a series of trends that will shape tomorrow’s investmen...

Adviser-Hub 10th Apr 2019

Market Briefings

A Better Deal – 2019 Annual Outlook

In this year’s outlook we provide three key reasons why we believe 2019 offers a better deal for investors

Adviser-Hub 10th Apr 2019

sqmile_mgemerging10apr19 VIDEO

M&G Emerging Markets Bond: Square Mile Talking Factsheet

A flexible fund investing across emerging bond markets.

Square Mile Research 10th Apr 2019

sqmile_inflation10apr19 VIDEO

M&G UK Inflation Linked Corporate Bond: Square Mile Talking Factsheet

A unique fund, providing both inflation protection and access to corporate bond premiums.

Square Mile Research 10th Apr 2019

Article-Gold-01-1 Partner Zone

LGIM Talks: Millennials on money

Catherine Fildes and Eliza Grimond talk about the latest research on how millennials are engaging with their finances, from real-time spending habit feedback to challenger banks, and understanding the...

Legal & General Investment Management 10th Apr 2019

Communication-02 Partner Zone

LGIM Talks: In conversation with - Meryam Omi, Head of Sustainability and Responsible Investment Strategy

Legal & General Investment Management talks to Meryam about growing up in Japan and New Zealand and her path into the world of Corporate Governance.

Legal & General Investment Management 10th Apr 2019

ritu-apr19 Market Briefings

Share buybacks: the good, the bad or the ugly?

In this month’s video, Investment Director, Ritu Vohora looks at the recent ‘buyback wave’ fuelled by corporate tax cuts. Do share buybacks only benefit company executives or do they also create long-...

Adviser-Hub 10th Apr 2019

Market Briefings

Market Uncertainty ≠ Income Uncertainty

Market volatility is likely to remain elevated in the foreseeable future. We do not believe that this heightened uncertainty coupled with low yields need result in an income dilemma.

Adviser-Hub 9th Apr 2019

Article-London-01 Market Briefings

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

Market Briefings

A Different Perspective

We believe that it is possible to generate consistent alpha, even in the inherently efficient developed markets. However, to do so requires a differentiated approach complemented by diverse skillsets.

Adviser-Hub 8th 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

Article-Gold-01-1 Partner Zone

Our thinking: Responsible investing: factor, friend or foe

Can environmental, social and governance concerns (ESG) fit within a factor-based portfolio? In this article, David Barron, from Legal & General Investment Management, tackle two issues: the...

Legal & General Investment Management 5th Apr 2019

Article-Europe-01 Market Briefings

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 Briefings

Fidelity Multi Asset

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

Adviser-Hub 1st Apr 2019

Partner Zone

Monthly Market Roundup

Every month we review global market developments, highlighting the best and worst performing sectors globally. The report covers the following market segments: · Global market overview · US Equiti...

Invesco 1st Apr 2019

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