Adviser Hub articles

Article-DowningStreet-01 Market Briefings

The Week: Borisnomics: tax cuts and chlorinated chicken

Should we ever have been in any doubt, it is now absolutely clear that Boris Johnson is happy to take the UK out of the EU on 31 October, with or without a deal. If ‘no deal’ is the final option, can...

Adviser-Hub 29th Aug 2019

Partner Zone

Why gold's allure cannot be ignored

Chris Mahoney, assistant portfolio manager of the Merian Gold & Silver Fund, discusses how increased appetite and other factors has led to a rally in the price of the yellow metal and the prospects fo...

Merian Global Investors 28th Aug 2019

Partner Zone

The impact of the PPI mis-selling scandal

As we approach the deadline for PPI compensation claims, Rob James, co-manager of the Merian Financials Contingent Capital Fund, considers the impact of this extraordinary mis-selling scandal on the b...

Merian Global Investors 28th Aug 2019

Article-Chart-03-2019 Market Briefings

The Week: Global dividend growth slips as corporate profits dip

The deceleration in the global economy is making an impact on global dividends, finds the latest Henderson Global Dividend Index.

Adviser-Hub 22nd Aug 2019

Invesco_2Aug19 VIDEO

Invesco | One year of the Summit Growth range

In July 2018, Invesco launched the Summit Growth Range– their new range of five multi asset Funds-of-funds managed around pre-defined risk targets. As they move past the one-year anniversary of the fu...

Invesco 21st Aug 2019

mg_investments Partner Zone

Register now: M&G Meet the Managers 2019

Please join us for the M&G Meet the Managers live stream on Thursday 26 September at 10:00. Don’t miss the opportunity to hear from six fund managers who will share their insights across the asset cla...

M&G Investments 21st Aug 2019

Article-London-01-2019 Market Briefings

UK equity income market review: Weak pound boosts share prices in July

UK equity prices generally rose during July as intensifying speculation over the possibility of a no-deal Brexit drove down the pound’s value against the US dollar and the euro.

Adviser-Hub 19th Aug 2019

Article-London-01-2019 Market Briefings

UK equity market review: Sterling falls on no-deal speculation

Sterling fell sharply against the US dollar and euro during July as the prospect of a no-deal Brexit began to appear increasingly possible.

Adviser-Hub 19th Aug 2019

Article-Chart-04-2019 Market Briefings

UK bond market review: No-deal plans drive down gilt yields

Mounting fears that the UK will leave the EU without a deal on 31 October drove down the value of the pound against the US dollar and the euro during July.

Adviser-Hub 19th Aug 2019

Article-Chart-01-2019 Market Briefings

Global bond market review: Central banks around the world cut rates

Investors saw a raft of interest-rate cuts during July, as central banks sought to address slowing economic growth and subdued inflationary pressures.

Adviser-Hub 19th Aug 2019

Article-Grow-01-2019 Market Briefings

Emerging market review: China’s slowdown continues

China’s economy continued its slowdown during the second quarter of 2019, expanding at an annualised rate of 6.2%. The country’s economy grew by 6.4% during the first quarter.

Adviser-Hub 19th Aug 2019

Article-Global-01-2019 Market Briefings

Market briefings looking back at July

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

Adviser-Hub 19th Aug 2019

Article-Japan-01-2019 Market Briefings

Asian Japan market review: Australia and South Korea cut interest rates

Confidence amongst large Japanese manufacturers continued to deteriorate, according to the Bank of Japan’s quarterly Tankan survey.

Adviser-Hub 19th Aug 2019

Article-Europe-01-2019 Market Briefings

Europe market review: Deteriorating outlook for Europe

The outlook for economic growth in the eurozone has continued to weaken.

Adviser-Hub 19th Aug 2019

Article-Buildings-FED-01-2019 Market Briefings

US market review: Fed cuts rates for the first time since 2008

US equity markets reached new closing highs during July, and the S&P 500 Index breached 3,000 points for the first time ever.

Adviser-Hub 19th Aug 2019

SQM19Aug19 VIDEO

Square Mile | Talking point... Prufund range

Seeking to provide smoother investment returns.

Square Mile Research 19th Aug 2019

Article-Buildings-FED-01-2019 Partner Zone

Macro Matter blog: The Fed could NIRP a downturn in the bud

Few economists believe the widely expected Fed rate cut will start another prolonged easing cycle.

Legal & General Investment Management 16th Aug 2019

Article-Animals-Bear-01-2019 Partner Zone

Macro Matters blog: Here we go again

Our medium-term view on markets is changing. Recession probabilities are increasing and trade wars are not helping. This makes us shy away from buying during market dips.

Legal & General Investment Management 16th Aug 2019

Market Briefings

The Week: Yield Curve

The US yield curve has finally inverted. It’s spooked equity markets, but does it necessarily mean recession is imminent?

Adviser-Hub 15th Aug 2019

GlobalCities3Aug19 VIDEO

Schroders | How sustainable are cities?

Tom Walker, Co-Head of Global Real Estate Securities, discusses the ways in which cities are creating sustainable ways of living and reducing emissions that contribute to climate change.

Schroders 14th Aug 2019

EuroAlphaFundQurterAug19 VIDEO

Schroders | European Alpha Focus Q2 2019 Update

Fund managers James Sym and James Rutland reflect on the second quarter of 2019 including the continued story of growth vs. value and how their portfolios focus more on value and cyclical exposure.

Schroders 14th Aug 2019

EuroAlphaFundAug19 VIDEO

Schroders | Anticipating a regime change

James Sym, fund manager, discusses why the era of growth defensives and stock's success may be coming to an end.

Schroders 14th Aug 2019

TW_MarkBurgess Partner Zone

Talking with...

Mark Burgess, Chief Investment Officer, EMEA, Columbia Threadneedle

Square Mile Research 14th Aug 2019

equities-aug19 Partner Zone

Currency wars: tweetstorm in a cup?

The Fed delivered its much anticipated interest rate cut at the end of July. In this month’s video, Investment Director, Ritu Vohora looks at the implications for the US dollar. Could the US Treasury...

M&G Investments 14th Aug 2019

Article-Animals-Bear-01-2019 Market Briefings

The Week: A new world order threatens capitalism

After significant falls this week, have markets recognised that China/US trade wars are part of a deeper problem?

Adviser-Hub 8th Aug 2019

Article-Direction-05-2019 Magazine

Defining value for fund managers

The regulator wants asset managers to define more clearly the value they provide to their investors. Square Mile explores what they need to consider.

Square Mile Research 7th Aug 2019

MGCurrencyAug19 VIDEO

M&G Investments | Currency wars: tweetstorm in a cup?

The Fed delivered its much anticipated interest rate cut at the end of July. In this video, Investment Director, Ritu Vohora looks at the implications for the US dollar.

M&G Investments 7th Aug 2019

Article-Goldmplate-01-2019 Partner Zone

Hi Ho, silver’s shining

Silver has always been the money of the individual, with gold the money of the king. Although unlike gold, which is a well-publicised asset class, silver has less of an investment profile.

Merian Global Investors 6th Aug 2019

Article-Building-04 Market Briefings

The Week: The Fed has bitten the bullet on interest rates

The Federal Reserve has bitten the bullet on interest rates, but will the 25bps rise make any difference to the global economy?

Adviser-Hub 1st Aug 2019

Article-Chart-01-2019 Market Briefings

Global update: Possibility of “no deal” moves closer

Boris Johnson beat Jeremy Hunt during July to become the new leader of the Conservative Party and the UK’s new Prime Minister.

Adviser-Hub 1st Aug 2019

Article-Chart-03-2019 Partner Zone

FWB - The surprising power of diversifiers

Diversification, whether in portfolios or teams, is surprisingly powerful but sometimes misunderstood.

Legal & General Investment Management 1st Aug 2019

Article-Communications-02-2019 Partner Zone

LGIM Talks: In conversation with Sonja Laud, Chief Investment Officer

Sonja Laud brings a wealth of experiences to LGIM but her dream job would have been to become a professional horse-rider.

Legal & General Investment Management 1st Aug 2019

m&g_investments_log Partner Zone

The evolution of geopolitical risks

Geopolitical risks appear to be a recurring theme impacting global markets and can have a significant influence on the short and medium term direction of asset prices. Although they can be unnerving f...

M&G Investments 1st Aug 2019

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