The Week: The FCA’s new value assessments are soon to be released
The FCA’s new value assessments are soon to be released. But will they do any good?
30th Jan 2020
Legal & General Investment Management | AI, robot: harnessing the investment potential of technological breakthroughs
We explore how to identify and invest in the companies set to benefit from the exciting growth of the AI and robotics industries.
Legal & General Investment Management
29th Jan 2020
In focus: investment bonds and collective investments
The age-old debate of offshore bond versus onshore bond versus collective investments continues to rumble on, but there are some key tax considerations and benefits of investment bonds versus collecti...
29th Jan 2020
Suhail Shaikh, Chief Investment Officer, Fulcrum Asset Management
28th Jan 2020
The Week: Is China’s growth assured?
This week saw the widely-awaited trade deal struck between the US and China.
23rd Jan 2020
AXA IM | UK equities – 2020 outlook
As the new year begins, Chris St John, Portfolio Manager, Framlington Equities and David Page, Head of Macro Research give us their thoughts on the state of the UK economy as we head further into 2020...
AXA Investment Managers
20th Jan 2020
AXA IM | How to de-risk your fixed income allocation whilst aiming to maintain an attractive yield?
Nicolas Trindade, Senior Fixed Income Portfolio Manager, explains why a global short duration strategy appears so appealing right now given geopolitical risks amid global slowdown.
Schroders | Global Cities Outlook 2020
Tom Walker, Fund Manager of Global Cities, reflects on a recent Alexandria Real Estate investor day which exemplifies some of the real estate approaches the portfolio looks to grow.
20th Jan 2020
US market review: Trade breakthrough?
Signs of progress in the long-running trade conflict between the US and China lifted investor sentiment in the US and around the world during December.
15th Jan 2020
UK equity market review: Brexit’s turning-point
December provided a turning-point for the UK as the Conservative Party won the General Election. Prime Minister Boris Johnson succeeded in securing an 80-seat majority in the House of Commons.
UK equity income market review: A defining moment for Brexit
The UK General Election proved to be a defining moment for Brexit in the UK as Boris Johnson’s decisive victory – with an 80-seat majority – paved the way for his Brexit deal to clear the House of Com...
UK bond market review: Optimism returns as 2019 ends
Investor confidence rallied during December following the Conservative Party’s decisive victory in the General Election.
Global bond market review: Investors eye riskier assets in December
A mood of tentative optimism blunted the attractions of government bonds during December.
Europe market review: Germany puts the brakes on the eurozone
The eurozone’s economy remained sluggish in December as improved activity in the services sector failed to mitigate a deepening contraction in the manufacturing sector.
Emerging markets review: US and China agree “Phase One” trade deal
Investor sentiment was lifted during December by the news that the US and China had reached a preliminary “Phase One” trade agreement in its long-running trade war.
Asia Japan market review: Japan’s consumption tax takes its toll
Japan’s economic expansion proved to be better than first calculated during the third quarter of 2019; however, this better-than-expected performance does not reflect the impact of October’s increase...
Market briefings looking back at December
A selection of articles, written by our expert investment writers that cover the markets looking back through December.
The Week: Fink’s greener future needs governments to play ball
Larry Fink this week committed BlackRock to a greener future. He should have words with the UK government.
Global update: Double-digit gains in 2019
Despite a year that was filled with political and social upheaval – from the trade war between the US and China, through Brexit, to the civil unrest in Hong Kong – many world markets achieved double-d...
9th Jan 2020
The global economic outlook for 2020
As we enter a new year and a new decade, Philip Smeaton, Chief Investment Officer at Sanlam, discusses his immediate and longer-term views of the markets, and what it will mean for investors.
9th Jan 2020
The Week: The rise and rise of indexation
As index funds smash records, their influence on pricing in global stock markets is increasing. Can active managers put up a credible defense?
8th Jan 2020
The Digital Archipelago
Two of Southeast Asia’s biggest nations are following china into rapid tech-led growth says Ewan Markson-Brown, co-manager of Baillie Gifford’s Pacific Fund.
8th Jan 2020
The best European companies are those whose management think hardest about securing future growth, says Stephen Paice of Baillie Gifford’s European Fund. Read more in Enlightenment, Baillie Gifford’s...
6th Jan 2020
Baillie Gifford | Finding Explosive Growth in Asia
Baillie Gifford investment managers Roderick Snell and Ewan Markson-Brown discuss the best ways to unleash the potential of Asia in your portfolio.
Fidelity International | Fidelity Multi Asset Open range; meet the new team in charge
Meet Chris Forgan and Charlotte Harington who are managing the Fidelity Multi Asset Open fund range. They talk through their investment approach and outlook on asset classes for the year ahead.
3rd Jan 2020
Tue, 2nd, Feb
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