The Week: Only flu? Assessing the impact of the Corona virus
It’s been a torrid week for the financial markets, as investors assess the potential impact of the Coronavirus.
Adviser-Hub 26th Feb 2020
Education: retirement and pensions training
Studying for your CII pension exams? Take a look at FundsNetwork's range of 47 videos covering everything from the annual allowance to exam technique.
FundsNetwork 19th Feb 2020
The Week: Merger mania?
Consolidation has been considered a solution to the pressures on the active management industry, but it is not an end in itself.
Adviser-Hub 19th Feb 2020
Square Mile | Talking With...Hanneke Smits, Chief Executive, Newton Investment Management
Talking ESG integration, being Non-Exec at the Bank of England and giving something back with Hanneke Smits, Chief Executive, Newton Investment Management and Richard Romer-Lee, Square Mile.
Square Mile Research 18th Feb 2020
FIdelity International | Tapping into opportunities with water and waste
With the world becoming wealthier, the demand for water intensive goods and services is growing. For investors, there has never been a more pressing time to look at companies who are generating the so...
Fidelity International 17th Feb 2020
Fidelity International | Why we’re hitting pause on de-risking
Fidelity Multi Asset Income range manager, Eugene Philalithis discusses why he's looking to Asia for yield and why he's pressing pause on de-risking, at least for now.
Invesco | Flying update: Coronavirus and bond markets
How have fixed income markets responded to the coronavirus outbreak? Lewis Aubrey-Johnson, Head of Fixed Income Products at Invesco, discusses.
Invesco 13th Feb 2020
Sanlam | Multi-strategy
The Sanlam Multi-Strategy Fund is “well positioned for the current environment” says Mike Pinggera, Head of Multi-Strategy at Sanlam. Launched in 2013, the fund is structured to participate when marke...
Sanlam 13th Feb 2020
Sanlam | Real Assets
Launched in August 2018, the Sanlam Real Assets Fund targets income and capital growth through investments in real asset securities which lead fund manager, Mike Pinggera describes as the “pillars of...
Sanlam | Global High Quality
A relentless focus on high quality businesses is one factor that differentiates the multi-award winning Sanlam Global High Quality Fund, says Pieter Fourie, Head of Global Equities.
Asia Japan market review: Japan’s policymakers remain cautious
Although the Bank of Japan raised its forecast for economic growth in the fiscal year 2020 from 0.7% to 0.9%, policymakers are not yet ready to scale back their current stimulus programme.
Adviser-Hub 13th Feb 2020
Emerging markets review: Coronavirus hits markets
January proved to be a month of two halves for China. Although investor sentiment received a boost from the “Phase One” trade agreement with the US.
Global bond market review: Seeking safe havens
Global bond yields declined during January as investors sought safe havens against a backdrop of rising worry over the Coronavirus.
UK equity income market review: Brexit, trade… and the Coronavirus
In common with most major equity markets around the world, UK equity indices fell during January as concerns over the rise of Coronavirus outweighed optimism.
Market briefings looking back at January
A selection of articles, written by our expert investment writers that cover the markets looking back through January.
Europe market review: ECB launches review of its monetary policy strategy
The eurozone’s economy expanded by only 0.1% during the fourth quarter of 2019.
Adviser-Hub 12th Feb 2020
UK bond market review: Flight to safety
Gilt yields fell during January as investors sought the perceived safety of government bonds
UK equity market review: The transition period begins
Brexit finally “got done” in January as the UK left the EU on 31 January. However, with a transition period of only 11 months, the Government is now under pressure to negotiate its new relationship wi...
US market review: US and China sign their “Phase One” deal
2020 began with fresh geopolitical tensions amid signs of rising hostility between the US and Iran.
The Week: The UK continues its unloved status
As Valentine’s Day approaches, the UK still can’t find many suitors. The post-election bounce has ebbed and investors are looking at the Brexit negotiations with trepidation.
Legal & General Investment Management | Boris and Brexit bust ups
Hetal Mehta, Senior European Economist, outlines why investors should prepare for the Brexit trade tensions that are likely to develop this year.
Legal & General Investment Management 10th Feb 2020
M&G Investments: The race is on: US Presidential election 2020
M&G's Investment Director, Ritu Vohora looks at what the wide range of potential policy outcomes could mean for investors.
M&G Investments 10th Feb 2020
Talking with...
Hanneke Smits, Chief Executive, Newton Investment Management
Square Mile Research 10th Feb 2020
PROD 3 and 4: what you need to know
As part of MiFID II, the FCA introduced the Product Intervention and Product Governance Sourcebook (PROD) rules in January 2018.
FundsNetwork 6th Feb 2020
Absolute return funds failing to deliver
Charles Hovenden, Portfolio Manager at Square Mile, discusses the IA Targeted Absolute Return sector and whether it can deliver for investors.
Square Mile Research 5th Feb 2020
Be bold and prepare for binary outcomes in 2020
At a moment of maximum uncertainty and with this strange cycle on the edge, 2020 may see the global economy slide into recession or avoid one altogether.
Ninety One 5th Feb 2020
The Week: Returns in short supply
It’s been a torrid time for short-sellers of Elon Musk’s Tesla as the company has beaten expectations on profits. Does it challenge the concept of short-selling?
Adviser-Hub 5th Feb 2020
Global update: Coronavirus hits investor sentiment
Investor sentiment was initially buoyed in January as the US and China signed their interim trade deal, driving US share indices to new all-time highs.
Adviser-Hub 4th Feb 2020
Tue, 2nd, Feb Online Event
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