Future of Advice survey
Professional advice is key to driving successful outcomes for your clients, and with so many changes in recent times and more to come...
Square Mile Research 27th Sep 2019
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
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
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
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
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
Invesco | What does the inverted US yield curve tell us?
The US yield curve inverted for the first time since 2007. What is the yield curve’s success in predicting previous US recessions? Is the inversion consistent with US data? What other reasons could be...
Invesco 17th Sep 2019
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
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 | 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 | 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...
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...
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
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.
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.
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...
Market briefings looking back at August
A selection of articles, written by our expert investment writers that cover the markets looking back through August.
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
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...
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...
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.
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.
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
M&G Global Dividend Fund: Square Mile Talking Factsheet
A strategy for the long term investing in global equities with some exposure to emerging markets.
Square Mile Research 11th Sep 2019
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
Legal & General Investment Management | The concentration conundrum
Justin Onuekwusi talks about the risks of concentrated equity portfolios that advisers should take into account when structuring their centralised investment proposition.
Legal & General Investment Management 11th Sep 2019
Falling yields – has gold got its shine back?
Gold has been trending upwards since the fourth quarter sell-off and is now at its highest level since 2013. In this month’s video, Investment Director, Ritu Vohora looks at the driving forces behind...
M&G Investments 10th Sep 2019
Invesco | Updating the cycle
Conventional cycles end by design, but Multi Asset Fund Manager, Richard Batty argues that this cycle is different.
Invesco 6th Sep 2019
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
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
Invesco | Flying update: Three things to consider in autumn
119 seconds – Back to school! Lewis Aubrey-Johnson, Head of Fixed Income Products, discusses three things you need to think about when it comes to fixed income portfolios this autumn.
Invesco 4th Sep 2019
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
Square Mile | Talking point... What PROD means for adviser firms
This video examines the PROD regime, what adviser firms need to look out for and what they need to do to comply with these regulations.
Square Mile Research 4th Sep 2019
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
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...
For a new perspective on Asia
BNY Mellon Global Income Fund
Square Mile's Alex Farlow discusses the BNY Mellon Global Income Fund
Square Mile Research 3rd Sep 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?
First Sentier Investors 2nd Sep 2019
Fund update: M&G Optimal Income Fund
In this short video, fund manager Richard Woolnough explains why he doesn’t share the market’s nervousness about prospects for the global economy, and how this view is reflected in the fund’s position...
M&G Investments 2nd Sep 2019
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