Adviser Hub articles

landmark-thames-vector-id165689202 HUB TV

Neptune | Tech, low productivity & zombie companies – UK outlook

Is uncertainty creating a buying opportunity for active managers or is the UK at risk of becoming a zombie nation due to flagging fundamentals? Watch Cherry Reynard, Mark Martin and James Dowey discus...

Neptune Investment Management 30th Apr 2019

Dan Roberts_FundCalibre HUB TV

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

HUB TV

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

SQ_MerianUKAlp3May19_3 Analysis & Opinion

Merian UK Alpha

Square Mile’s John Monaghan discusses the Merian UK Alpha Fund.

Merian Global Investors 30th Apr 2019

MGGlobalBond29Apr19 Analysis & Opinion

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

SQ_MerianNorthUSEquity_3 Analysis & Opinion

Merian North American Equity

Square Mile’s Andrew Johnston discusses the Merian North American Equity Fund.

Merian Global Investors 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 Analysis & Opinion

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 HUB TV

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 Analysis & Opinion

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

Partner Zone

Merian Gold & Silver Fund

The fund offers a unique investment strategy, providing actively managed exposures to gold, silver and shares in mining companies engaged in extracting the two metals in a format that is not available...

Merian Global Investors 18th Apr 2019

Analysis & Opinion

Re-engage with equity market neutral

Investors should re-engage with equity market neutral as an uncorrelated investment strategy able to enhance risk adjusted returns according to Ian Heslop, head of global equities and Justin Wells, st...

Merian Global Investors 18th Apr 2019

Partner Zone

Keep active and get physical

There are notable benefits of having actively-managed gold exposure says Ned Naylor-Leyland, manager of the Merian Gold & Silver Fund.

Merian Global Investors 18th Apr 2019

Analysis & Opinion

Waiting for the fog to lift

At first glance, the backdrop for UK small cap investing looks a rather daunting one, according to Dan Nickols, head of UK mid & small cap equities.

Merian Global Investors 18th Apr 2019

Analysis & Opinion

Seven deadly sins of investor behaviour

Psychological research suggests that markets are not wholly efficient, but are swayed by behavioural biases. Here are some biases of which all investors should be aware.

Merian Global Investors 18th Apr 2019

Merian1-1 Analysis & Opinion

Is gold a commodity or money?

Gold is best seen not as a commodity but as non-political money that comes to the fore when money issued by governments begins to look tarnished.

Merian Global Investors 18th Apr 2019

Article-Building-Fed-01 Analysis & Opinion

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. Nevertheless, optimism amongst investors has been d...

Adviser Hub 17th Apr 2019

Article-London-01 Analysis & Opinion

“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. Brexit Day was postp...

Adviser Hub 17th Apr 2019

Article-Chart-03-1 Analysis & Opinion

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 Analysis & Opinion

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 Analysis & Opinion

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 Analysis & Opinion

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 Analysis & Opinion

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 Analysis & Opinion

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 Analysis & Opinion

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

Merian2 Analysis & Opinion

Don’t fall into behavioural traps

Ian Heslop, head of global equities, believes behavioural or psychological biases such as herding can lead to market mispricing of equities.

Merian Global Investors 17th Apr 2019

Analysis & Opinion

Merian UK Alpha Fund

The Merian UK Alpha Fund is managed by Richard Buxton, one of the most experienced fund managers in the City. The aim of the fund is to maximise capital growth through investment in a portfolio of typ...

Merian Global Investors 17th Apr 2019

Merian3 Analysis & Opinion

Are UK equities undervalued?

Richard Buxton, head of UK equities, believes the UK economy could accelerate if the Brexit ‘handbrake’ is lifted, given its underlying strength, while UK equities valuations are below long-term avera...

Merian Global Investors 16th Apr 2019

SchroderTWalker15Apr19 HUB TV

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

Analysis & Opinion

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 Analysis & Opinion

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

Analysis & Opinion

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

Analysis & Opinion

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

BaillG_10Apr18 HUB TV

Baillie Gifford | The Baillie Gifford Responsible Global Equity Fund

The Baillie Gifford Responsible Global Equity Income Fund is the first and only fund of its type in the Global Equity Income sector.

Baillie Gifford 10th Apr 2019

sqmile_mgemerging10apr19 HUB TV

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 HUB TV

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 Analysis & Opinion

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

GSAM15MAY2019 Partner Zone

Global Millennials Equity Portfolio

Goldman Sachs Asset Management 9th Apr 2019

Analysis & Opinion

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 Analysis & Opinion

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

Analysis & Opinion

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 HUB TV

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...

Investec Asset Management 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 Analysis & Opinion

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 HUB TV

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...

Adviser Hub 3rd Apr 2019

Global Dividend_Adviser Hub Analysis & Opinion

Fidelity Global Dividend Fund

With a more uncertain outlook for valuations and growth, the Fidelity Global Dividend Fund aims to deliver an attractive dividend-based total return with an emphasis on capital preservation.

Adviser Hub 1st Apr 2019

Multi Asset_300x139 Analysis & Opinion

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

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