Adviser Hub articles

TW_RichardBuxton_Headshot_162x133 Market Briefings

Talking with...

Richard Buxton, Head of UK Equities at Merian Global Investors

Square Mile Research 31st Jul 2019

TW_DavidCumming_Headshot_162x133 Market Briefings

Talking with...

David Cumming, Chief Investment Officer, Equities at Aviva Investors

Square Mile Research 31st Jul 2019

SQM_Sch14May19 Partner Zone

Schroder Strategic Credit

Square Mile's Victoria Hasler discusses Schroder Strategic Credit.

Square Mile Research 31st Jul 2019

SchroderMLacey30Jul19 VIDEO

Schroders | Three themes driving energy transition

Mark Lacey, Head of Commodities, reveals three drivers behind the energy sector’s transition to renewables

Schroders 30th Jul 2019

Article-DowningStreet-01-2019 Market Briefings

The Week: The new PM and UK assets

This week saw Boris Johnson anointed as UK Prime Minister.

Adviser-Hub 25th Jul 2019

IANHESLOP_25JUL19 VIDEO

Merian Global Investors | A unique approach to European equities

Ian Heslop, head of global equities, recently took over management of the Merian European Equity (ex UK) Fund. Here, he discusses why the unique stock selection process has been especially successful...

Merian Global Investors 25th Jul 2019

Article-Chart-04-2019 Partner Zone

Macro Matters blog: Dabbling with Dalio

Commenting live on Ray Dalio's views is never going to be easy. While we wouldn't add to gold at these levels, over the medium term we see inflation as a key global risk that is under-priced and could...

Legal & General Investment Management 24th Jul 2019

Article-Direction-06-2019-1 Partner Zone

Macro Matters blog: Will the last bund trader please turn out the lights?

Roll up, roll up ... behold the amazing, disappearing bund market.

Legal & General Investment Management 24th Jul 2019

SQM_JupiterDistribution6Aug19 VIDEO

Jupiter Distribution Fund: Square Mile Talking Factsheet

A straight forward approach seeking a regular and sustainable income.

Square Mile Research 23rd Jul 2019

SQM_JupiterAsiaIncome6Aug19 VIDEO

Jupiter Asian Income: Square Mile Talking Factsheet

A strong option for accessing Asia's income and growth potential.

Square Mile Research 23rd Jul 2019

Article-Grow-01-2019 Partner Zone

Why the emerging market debt rally has further to go

Delphine Arrighi, manager of the Merian emerging market debt funds, discusses how emerging market debt has rallied strongly this year.

Merian Global Investors 23rd Jul 2019

Partner Zone

Why the emerging market debt rally has further to go

Delphine Arrighi, manager of the Merian emerging market debt funds, discusses how emerging market debt has rallied strongly this year, with hard currency reaping the majority of the rewards. She expla...

Merian Global Investors 23rd Jul 2019

Article-China-01-2019 Market Briefings

The Week: China GDP: time to panic?

There was much hand-wringing this week as China announced the slowest growth in almost 30 years. Should investors be worried?

Adviser-Hub 18th Jul 2019

Invesco17July19 VIDEO

Invesco | Risk & Reward: A factor-based approach to diversifying oil exposure

Latest research on diversifying oil exposure, how patent data can be a predictor of equity returns in innovation-based companies, fixed income factor investing - and China’s second tier cities and the...

Invesco 17th Jul 2019

BGTenbaggers17July19 VIDEO

Baillie Gifford | Baillie Gifford European Fund

How do you find Europe's ‘tenbaggers’, the stocks which have the potential to increase ten-fold? Baillie Gifford Investment Manager Stephen Paice takes a look to see what observations can be made abou...

Baillie Gifford 17th Jul 2019

Article-Global-03-2019 Market Briefings

Adviser-Hub Annual Survey 2019

Participate in the annual Adviser-Hub survey for a chance to win a £250 Amazon voucher. Follow this link to be entered in our free prize draw

Adviser-Hub 16th Jul 2019

Article-Change-01-2019 Partner Zone

FWB - Debunking eight persistent myths about corporate diversity

We’ve met with hundreds of company boards about improving their levels of gender diversity. The pushback we receive can be quite surprising…

Legal & General Investment Management 11th Jul 2019

Partner Zone

Now is the time for some radical thinking

From Thatcher to Blair, it is no coincidence that through history moments of political change have brought with them new economic thinking in the UK. With low rates and weak growth, Leigh Himsworth ou...

Fidelity International 11th Jul 2019

Article-Communications-02-2019 Market Briefings

The Week: All change at the head of Europe’s institutions

The UK is not the only place undergoing a change of leadership. Europe is in the process of appointing new heads for the European Commission and European Central Bank.

Adviser-Hub 11th Jul 2019

Article-Chart-05-2019 Partner Zone

FWB - How long is your Hamlet?

With global attention spans becoming ever shorter, the virtues of patience and long-term thinking are more relevant than ever for investors.

Legal & General Investment Management 11th Jul 2019

Article-Chart-04-2019 Market Briefings

UK equity funds move back into favour

UK share prices rose and equity yields fell in June in the face of ongoing political uncertainty. The unfolding story of Brexit entered a new chapter during the month as the Conservative Party.

Adviser-Hub 10th Jul 2019

Article-Japan-01-2019 Market Briefings

Asian Japan markets review: Trade tensions hit growth in Asia

Economic growth picked up in Japan during the first quarter of 2019, despite the continuing trade tensions between the US and China.

Adviser-Hub 10th Jul 2019

Article-Grow-01-2019 Market Briefings

Emerging markets review: Trade negotiations reopen

The trade relationship between China and the US continued to dominate investor sentiment during June.

Adviser-Hub 10th Jul 2019

Article-Europe-01-2019 Market Briefings

Europe market review: Further stimulus to come?

Following the extension to the Brexit deadline, the European Commission urged companies to ‘take advantage of the extra time” to make their preparations.

Adviser-Hub 10th Jul 2019

Article-Chart-01-2019 Market Briefings

Global bond market review: Central banks start to ease

Bond yields continued their decline into June: prices rose as several central banks loosened their monetary policy stance.

Adviser-Hub 10th Jul 2019

Article-London-01-2019 Market Briefings

UK bond market review: Gradual tightening strategy remains intact

UK government bond yields fell over the first six months of 2019, boosted by rising demand for gilts driven by political uncertainty.

Adviser-Hub 10th Jul 2019

Article-London-01-2019 Market Briefings

UK equity market review: Political distraction

Three years on from the Brexit referendum – and three months after the Brexit deadline was extended – the issue of Brexit remained unresolved.

Adviser-Hub 10th Jul 2019

Article-Chart-04-2019 Market Briefings

UK equity income market update: UK equity funds move back into favour

UK share prices rose and equity yields fell in June in the face of ongoing political uncertainty. The unfolding story of Brexit entered a new chapter during the month as the Conservative Party.

Adviser-Hub 10th Jul 2019

Market Briefings

US market review: Rate cut on the horizon

Trade developments continued to absorb attention during June. Having imposed tariffs on Mexican imports in May President Donald Trump suspended them “indefinitely”.

Adviser-Hub 10th Jul 2019

Article-Global-01-2019 Market Briefings

Market briefings looking back at June

A selection of articles, written by our expert investment writers that cover the markets looking back through June.

Adviser-Hub 10th Jul 2019

Article-Direction-05-2019 Partner Zone

G20 Summit - Merian Global Investors fund managers comment

While much of the discussion at last weekend’s G20 summit centred upon trade, what are the implications for financial markets? Here, a selection of our fund managers give their diverse views on...

Merian Global Investors 9th Jul 2019

InvestecDefensiveReturns9Jul19 VIDEO

Investec | The driving force behind defensive returns?

Portfolio Managers John Stopford and Jason Borbora-Sheen explain their approach to delivering defensive returns in unsettled markets.

Ninety One 9th Jul 2019

Partner Zone

US interest rates need to fall

The global economy continues its descent with June PMIs showing no let-up for manufacturing. US, Japan, Chinese and European manufacturing PMI’s all came in lower than expected for June.

Merian Global Investors 8th Jul 2019

Fidelity4Jul19 VIDEO

Fidelity International | Why the hunt for yield takes us to Asia

Eugene Philalithis discusses how he took full advantage of the flexibility within the Multi Asset Income range to favour opportunities across Asia in Q1.

Fidelity International 4th Jul 2019

Article-balance-01-2019 Market Briefings

The Week: Inflated expectations

Investor expectations have been dialled up by market returns in recent years. Advisers will need to talk them down.

Adviser-Hub 4th Jul 2019

Article-Chart-01-2019 Market Briefings

Global update: Brexit: no further forward

The third anniversary of the Brexit referendum came and went in June, and still the issue of Brexit remained up in the air.

Adviser-Hub 4th Jul 2019

Article-Event-04-2019 Market Briefings

Select conference 2019

This year’s Select conference took the temperature of global market stock markets, gathering views from ten leading asset management firms. What were the seven big themes to emerge?

Adviser-Hub 3rd Jul 2019

Article-Chart-03-2019 Partner Zone

Finding Value and Growth in UK Equities

Buying growth compounding shares isn’t the only way to generate returns in UK equities, explains UK Alpha Fund manager Richard Buxton.

Merian Global Investors 3rd Jul 2019

SQMRichardBuxton VIDEO

Square Mile | Talking With...Richard Buxton, Head of UK Equities at Merian Global Investors

Richard Buxton, Head of UK Equities at Merian Global Investors talks about his 34 years investing, diversity and passion for cooking with Richard Romer-Lee, Square Mile.

Square Mile Research 3rd Jul 2019

SQMRichardBuxton Partner Zone

Talking With...Richard Buxton, Head of UK Equities at Merian Global Investors

Richard Buxton, Head of UK Equities at Merian Global Investors talks about his 34 years investing, diversity and passion for cooking with Richard Romer-Lee, Square Mile.

Merian Global Investors 3rd Jul 2019

Article-Communications-02-2019 Partner Zone

LGIM Talks: Absolute return “a genre, not a sector ” with Richard Romer-Lee, Square Mile

LGIM’s Head of UK Retail Distribution, James Crossley and Square Mile’s Richard Romer-Lee, discuss whether this is a ‘genre, not a sector’.

Legal & General Investment Management 3rd Jul 2019

Article-Chart-04-2019 Partner Zone

Hedging rising rates: it’s all about the carry

With interest rates in developed nations remaining near historically low levels, here’s a look at what investors can do to get their portfolios ready for any future hikes.

Legal & General Investment Management 3rd Jul 2019

Article-Direction-05-2019 Partner Zone

Legal & General Multi Index Update

Justin Onuekwusi, Head of Multi-Asset Retail, provides a market and fund performance update. Joining him to answer your questions on Brexit, income and active allocation is James Crossley, Head of UK...

Legal & General Investment Management 3rd Jul 2019

Screenshot 2019-07-01 at 15.31.39 Partner Zone

Focused on quality - Merian Corporate Bond Fund

Market Minutes: Merian Corporate Bond Fund - Fund Manager Lloyd Harris tells RSMR Director Ken Rayner about the Merian Corporate Bond Fund’s emphasis on quality and respecting the asset class.

Merian Global Investors 2nd Jul 2019

Screenshot 2019-07-01 at 15.31.39 VIDEO

Merian Global Investors | Focused on quality - Merian Corporate Bond Fund

Market Minutes: Merian Corporate Bond Fund - Fund Manager Lloyd Harris tells RSMR Director Ken Rayner about the Merian Corporate Bond Fund’s emphasis on quality and respecting the asset class.

Merian Global Investors 1st Jul 2019

© 2020, Copyrights Adviser Hub. All Rights Reserved
Terms & Conditions | Privacy Policy