Adviser-Hub articles

Article-Bear-01 Market Updates

The Week: Is stockpicking enough in a populist era?

Fund managers are fond of emphasising that they focus on stockpicking rather than troubling themselves with the broader macroeconomic landscape.

Adviser-Hub 25th Sep 2019

Partner Zone

Finding Europe’s Hidden Champions

There are lots of reasons not to invest in Europe. But beyond the negative headlines, there are still exciting opportunities to be found. Baillie Gifford Investment manager Stephen Paice discusses in...

Baillie Gifford 20th Sep 2019

Article-Building-04 Market Updates

The Week: Why is the Bank of England not easing?

While the ECB and Federal Reserve are loosening monetary policy, the UK is holding out. Why?

Adviser-Hub 18th Sep 2019

Article-Infrastructure-01-2019 Partner Zone

Sustainability vs. fast fashion – the war for millennials

Fast fashion has benefited from increased consumer desire for speed and value but as clothing increasingly takes up space in landfills, sustainable fashion is gaining ground. But there are many hurdle...

BNY Mellon Investment Management 18th Sep 2019

Partner Zone

Asia - A question of sustainability

Asian companies have historically lagged their European counterparts when it comes to environmental, social and governance considerations. With ever increasing flows of international capital, companie...

Fidelity International 18th Sep 2019

FidelityAltInvSep19 VIDEO

Fidelity International | Explaining alternatives to your clients

Help your clients to understand the fundamentals of alternative investments and the diversification role they play in a portfolio with our short infographic video.

Fidelity International 17th Sep 2019

FedIMutlassetSep19 VIDEO

Fidelity International | Explaining multi asset to your clients

Need help to articulate what multi asset investing is to your clients? Help your clients to grasp the fundamentals and benefits of multi asset investing with our short infographic video.

Fidelity International 17th Sep 2019

FIidelityIChinaSep19 VIDEO

Fidelity International | Sustainable investing in China

Dale Nicholls, portfolio manager of the Fidelity China Special Situations PLC, provides his insight into the growing emphasis from Chinese companies on ESG and explains how he evaluates the governance...

Fidelity International 17th Sep 2019

FidelityIAsiaSep19 VIDEO

Fidelity International | The Asia Call: Episode 2

Listen to the call with the Fidelity International Asia-based investment team. Hear from portfolio managers Dhananjay Phadnis, Fidelity Emerging Asia Fund, and Hyomi Jie, Fidelity China Consumer Fund...

Fidelity International 17th Sep 2019

Partner Zone

The real value in UK equities

While aggregate valuations in the UK look attractive on a number of metrics, this picture masks some significant stylistic and sectoral differences. As UK investors seek comfort in steady growth stock...

Fidelity International 17th Sep 2019

Article-Chart-04-2019 Market Updates

Global bond market review: Bond yields plunge in August

Bond yields slid during August as nervous investors headed for perceived “safe-haven” assets such as government bonds and gold.

Adviser-Hub 16th Sep 2019

Article-Europe-01-2019 Market Updates

Europe market review: Storm clouds gathering over Germany

Confidence over the outlook for Europe’s economy continued to deteriorate during August amid mounting concerns over Germany’s prospects.

Adviser-Hub 16th Sep 2019

Article-Grow-01-2019 Market Updates

Emerging markets review: Renminbi falls to lowest level since 2008

China’s renminbi fell to its lowest level against the US dollar for 11 years during August.

Adviser-Hub 16th Sep 2019

Article-Japan-01-2019 Market Updates

Asian Japan markets review: What next for Japan’s monetary policy?

Japan achieved its third straight quarter of economic growth during the three months to June, growing at an annualised rate of 1.8% and easing pressure on the Bank of Japan to implement further moneta...

Adviser-Hub 16th Sep 2019

Article-Global-01-2019 Market Updates

Market briefings looking back at August

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

Adviser-Hub 16th Sep 2019

Partner Zone

Asia by numbers - too big to ignore

With over half of the world’s population, ongoing urbanisation and a rapidly growing middle class, Asia already powers around a large chunk of the global economy at purchasing power parity. The facts,...

Fidelity International 16th Sep 2019

Article-Japan-01-2019 Market Updates

US market review: Fresh salvoes in the US/China trade conflict

The trade war between the US and China continued to rage in August. President Trump revealed further tariff increases on Chinese imports to the US; in response, China announced that it would impose ad...

Adviser-Hub 16th Sep 2019

Article-Chart-05-2019 Market Updates

UK equity income market review: Equity income remains out of favour

Although bond yields have continued to fall to record lows, income-seeking investors do not appear to be moving towards UK equity income, daunted by a backdrop of ongoing political and economic uncert...

Adviser-Hub 16th Sep 2019

Article-London-01-2019 Market Updates

UK equity market review: Uncertainties drive down share prices

August proved both busy and controversial for UK investors, and share prices remained unsettled throughout the month.

Adviser-Hub 16th Sep 2019

Article-Chart-03-2019 Market Updates

UK bond market review: Gilt yields plummet in August

Gilt yields plunged during August as nervous investors sought the perceived safety of government bonds and gold.

Adviser-Hub 16th Sep 2019

Article-China-01-2019 Partner Zone

Could China’s rise pose a challenge to developed market democracies?

China’s rise to economic and political pre-eminence could pose a challenge to developed market liberal democracies, argues Shamik Dhar, chief economist at BNY Mellon Investment Management. 

BNY Mellon Investment Management 13th Sep 2019

Article-Chart-03-2019 Market Updates

The Week: Is the elastic about to snap?

The dominance of large growth stocks over unloved value names has proved the John Maynard Keynes adage that markets can stay irrational longer than investors can stay solvent.

Adviser-Hub 11th Sep 2019

Article-London-01-2019 Market Updates

The Week: All eyes on UK Parliament

While other things certainly happened this week - sliding global manufacturing, a crisis in Argentina - all eyes were on the UK parliament.  The Chancellor Sajid Javid declared an ‘en...

Adviser-Hub 5th Sep 2019

Partner Zone

For a new perspective one Asia

Against an evolving backdrop of politics in the West, large Asian economies are pressing on with progressive reforms and its companies are maturing into market leaders. Should we now look to Asia for...

Fidelity International 4th Sep 2019

Article-London-01-2019 Market Updates

Global update: Parliament’s suspension creates controversy

The prospect of a no-deal Brexit crept closer during August as Prime Minister Boris Johnson announced that Parliament would be suspended.

Adviser-Hub 4th Sep 2019

Partner Zone

Why are we getting mixed signals from markets?

The primary question facing investors today is whether we will see a resolution to the tension between strong global equity markets and rallying bond markets. A muted outlook for growth, which we are...

Fidelity International 3rd Sep 2019

Partner Zone

The road ahead for sterling

Sterling has been on a one-way downward trend since 2016 as the political environment in the UK has become increasingly uncertain. We analyse some of the key local and global drivers to determine what...

Fidelity International 3rd Sep 2019

For_a_new_perspective_on_Asia Partner Zone

For a new perspective on Asia

Against an evolving backdrop of politics in the West, large Asian economies are pressing on with progressive reforms and its companies are maturing into market leaders. Should we now look to Asia for...

Fidelity International 3rd Sep 2019

Partner Zone

BNY Mellon Global Income Fund

Square Mile's Alex Farlow discusses the BNY Mellon Global Income Fund

Square Mile Research 3rd Sep 2019

Article-Technology-04-2019

Millennials: Tomorrow's Investors

Will Oulton, Global Head of Responsible Investment, First State Investments asks whether the investment ecosystem IS ready to meet the needs of the next generation of investors?

FSSA Investment Managers 2nd Sep 2019

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