Adviser Hub articles

Partner Zone

Wanted – Bond Champions: Why it pays to be a fixed income investor

Yields at low or even negative rates have prompted questions about the relevance of investing in bonds. However, Baillie Gifford’s Phil Annen insists that this is an asset class that can still form a...

Baillie Gifford 29th May 2020

Article-Grow-02-2019 Market Briefings

The Week: Does size really matter?

Size has provided little protection in the recent market rout. The appeal of large caps has historically been their defensiveness and their dividend payments, but does this still stand?

Adviser-Hub 28th May 2020

Partner Zone

Why This Crisis Favours Growth Stocks

Growth stocks have been more resilient during the pandemic. Tom Slater of Scottish Mortgage explains why now is not the time to hunt for value stocks.

Baillie Gifford 28th May 2020

CIO webcast_Steve VIDEO

Fidelity International | Analysing the effects of monetary explosion

While the response from global central banks has helped to stabilise markets, the sheer size of the intervention could be storing up problems for the future. Fidelity CIOs Andrew McCaffery and Steve E...

Fidelity International 27th May 2020

Global Special Situations webcast VIDEO

Fidelity International | Market Perspectives: Global Special Situations

Jeremy Podger, portfolio manager of Fidelity Global Special Situations Fund, explains why as time has gone on, he believes it’s clear that the length and duration of consolidation in the Western world...

Fidelity International 27th May 2020

Article-Chart-03-1 Partner Zone

Global high yield update: After the first rally, can high yield rally even more?

March’s widespread sell-off was like any other, expect this time the intensity has been higher and the time-span more concentrated.

Legal & General Investment Management 26th May 2020

Partner Zone

Staying the Course for Scottish Mortgage

The disruption caused by the coronavirus pandemic extends far beyond the narrow world of investment, but as Scottish Mortgage’s Catharine Flood explains, within that sphere the trust remains committed...

Baillie Gifford 26th May 2020

Article-Technology-04-2019 Partner Zone

Guy de Blonay: Update on the Jupiter Global Financials strategy

The Jupiter Financial Opportunities Fund and the Jupiter International Financials Fund have continued to hold up well year-to-date relative to the MSCI ACWI/Financials Index and to peers.

Jupiter Asset Management 25th May 2020

Partner Zone

Navigating a Stock Market Crisis

What has a century of investing taught us about navigating a stock market crisis? Scott Nisbet, partner at Baillie Gifford, discusses the benefits of thinking long term.

Baillie Gifford 25th May 2020

Article-Communications-02-2019 Market Briefings

The Week: Does value investing still have a place in your portfolio?

It’s been a rough time for value managers. Has quantitative easing killed off value as a strategy? Or can it stage a comeback?

Adviser-Hub 21st May 2020

Article-Coin-02-2019 Market Briefings

The five most important investment rules in a crisis

There is no apparent improvement in the global economy, the outlook for corporate earnings is still highly uncertain, but markets have bounced almost 20% from their lows. Those waiting until the crisi...

AH (For DW) 20th May 2020

InvescoFiscal Partner Zone

Turning on the fiscal taps

How bad will the economic fallout from COVID-19 be? Could it be worse than the Global Financial Crisis? These are difficult questions to answer with any certainty today.

Invesco 20th May 2020

Article-Chart-05-2019 Market Briefings

UK bond market review: The economic outlook deteriorates

Although sentiment showed signs of improvement in April after March’s plunging stock markets, investors remained nervous. A survey conducted by GfK found that consumer confidence slumped to its lowest...

Adviser-Hub 19th May 2020

Article-Chart-01-2019 Market Briefings

Global bond market review: A bleak outlook

Although equity markets recovered to some extent during April, investors’ appetite for risk remained weak. Bond yields picked up towards the beginning of the month amid cautious optimism.

Adviser-Hub 19th May 2020

Article-Chart-01-2019 Market Briefings

Europe market review: European economies shrink in Q1

European equity markets generally rebounded in April after sustaining steep falls in March.

Adviser-Hub 19th May 2020

Article-China-01-2019 Market Briefings

Emerging markets review: All eyes on China

Demonstrating the economic impact of the coronavirus pandemic, China’s economy contracted at an annualised rate of 6.8% during the first quarter of 2020, compared with growth of 6.4% in the same perio...

Adviser-Hub 19th May 2020

Article-Japan-01-2019 Market Briefings

Asian Japan market review: “A crisis like no other”

Asia is facing “a crisis like no other”, according to the IMF, which warned that the coronavirus pandemic’s impact on the region will be “severe and unprecedented” and will outstrip that of the Global...

Adviser-Hub 19th May 2020

Article-Global-01-2019 Market Briefings

Market briefings looking back at April

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

Adviser-Hub 19th May 2020

Article-Chart-03-2019 Market Briefings

UK equity income market review: Dividend cuts continue

Having experienced a difficult March, in which share prices plunged and dividends were cancelled, income-seeking investors experienced fresh pain in April as more companies opted to suspend their payo...

Adviser-Hub 18th May 2020

InvescoEU18May20 VIDEO

Invesco | Exiting lockdown and the EU transition

How has COVID-19 affected the UK government’s approach to EU negotiations? Graham Hook, Head of UK Government Relations & Public Policy at Invesco, discusses.

Invesco 18th May 2020

Article-DonaldTrump-01 Market Briefings

US market review: US economy shrinks

Despite the news that the US economy had contracted for the first time since 2014 during the first quarter, US equity markets ended April in positive territory in April as investors began to focus on...

Adviser-Hub 18th May 2020

Article-Chart-04-2019 Market Briefings

UK equity market review: UK plc on the back foot

Although UK share prices picked up slightly in April, the coronavirus continued to take a heavy social, corporate and economic toll and the UK overtook Spain to become the third-worst affected country...

Adviser-Hub 18th May 2020

Article-Time-01-2019 Partner Zone

Ben Whitmore and Dermot Murphy: Value Equities Update

Read the March round up, that Graham & Dodd P/E of the US market was 31x going into the market sell-off.

Jupiter Asset Management 18th May 2020

FILCIOwebcast15May20 VIDEO

Fidelity International | Fidelity CIOs: Shining a spotlight on solvency

As we move into a phase where solvency becomes the priority, Fidelity CIOs Andrew McCaffery and Romain Boscher assess the different shapes of company recoveries and why investors need to become more d...

Fidelity International 15th May 2020

FILEmergingMarket15May20 VIDEO

Fidelity International | Market Perspectives: Emerging Market Debt

Fidelity portfolio manager Eric Wong discusses the outlook and opportunities for the Fidelity Emerging Market Debt Fund.

Adviser-Hub 15th May 2020

FILSterlingF15May20 VIDEO

Fidelity International | Market Perspectives: Sterling Fixed Income

Fidelity co-portfolio managers Sajiv Vaid and Kris Atkinson discuss the outlook and opportunities across domestic fixed income markets.

Fidelity International 15th May 2020

Article-Japan-01-2019 Partner Zone

Dan Carter and Mitesh Patel: Japan strategy update

Since global equities peaked on 20th February 2020, the Japanese market has been a notable outperformer against other regions.

Jupiter Asset Management 15th May 2020

CorporateBondimg15May20 Partner Zone

Corporate Bond update

At the end of an extremely dramatic week and three weeks into what could be a prolonged period of market volatility, Mike Matthews, Fixed Interest Fund Manager, gives an update on investment grade cor...

Invesco 15th May 2020

Article-China-01 Market Briefings

The Week: China: the longer-term consequences of Covid-19

China may be seeing an economic bounce-back, but there may yet be economic consequences from the Covid-19 pandemic as the US sharpens its claws.

Adviser-Hub 14th May 2020

Article-Coin-02-2019 Business Toolkit

FundsNetwork’s pension LTA adviser support package

Paul Kennedy and Paul Squirrell, FundsNetwork’s tax and pension experts, discuss the pension LTA and its framework, which was recorded before the lockdown. A planning checklist highlights key consider...

FundsNetwork 14th May 2020

Article-Animals-Bear-01-2019 Market Briefings

Lessons from a crisis

Stock market crises may not feel much fun at the time, but they can provide a handy lesson in the right way to run a portfolio.

AH (For DW) 14th May 2020

Invesco13May20 Partner Zone

COVID-19: Why the ‘S’ in ESG matters

The pandemic is showing us why keeping an eye on employee welfare, corporate culture and supply-chain sustainability is of particular importance.

Invesco 13th May 2020

FilMarketPerspective12May20 VIDEO

Fidelity International | The income conundrum

Fidelity’s Andrew McCaffery, Global CIO Asset Management, and Henk-Jan Rikkerink, Global Head of Solutions and Multi Asset, discuss the risks and trade-offs that income investors need to consider movi...

Fidelity International 12th May 2020

Article-Direction-05-2019 Partner Zone

Investing in sustainability: the power of ESG

The COVID-19 pandemic has been a worrying time for companies and investors globally, but has also put a spotlight on the importance of ESG needs and responsible investing.

BNY Mellon Investment Management 12th May 2020

FilAsia12May20 VIDEO

Fidelity International | Market Perspectives: Asia and Emerging Asia

Fidelity Asia Fund manager Teera Chanpongsang talks us through how Asian businesses have adapted to the pandemic, the potential for increased US-China trade tensions and his latest portfolio positioni...

Fidelity International 12th May 2020

Article-Chart-01-2019 Market Briefings

Global update: Painful consequences

Following March’s collapse in share prices, global stock markets made a partial recovery in April, although most major indices still sustained double-digit losses compared with the start of the year....

Adviser-Hub 11th May 2020

InvescoESG7May20 VIDEO

Invesco | Core US exposure, with ESG criteria

Chris Mellor and Jaspreet Duhra (Senior Director of ESG Indices at S&P Dow Jones Indices) discuss an ESG alternative to the S&P 500 index.

Invesco 7th May 2020

fil_chinaconsumer6may20-1 VIDEO

Fidelity International | Fidelity Market Perspectives: China Consumer

Fidelity portfolio manager Hyomi Jie discusses the outlook and opportunities for the Fidelity China Consumer Fund.

Fidelity International 6th May 2020

fil_multiassetopen6may20 VIDEO

Fidelity International | Fidelity Market Perspectives: Multi Asset Open range

Fidelity portfolio manager Chris Forgan discusses the outlook and opportunities for the Fidelity Multi Asset Open range.

Fidelity International 6th May 2020

Article-Chart-03-2019 Market Briefings

The Week: Dividend cuts become the norm

Shell became the latest company to cut its dividend last week. Can investors rely on dividends returning?

Adviser-Hub 6th May 2020

Article-Balance-01-1 Partner Zone

Jupiter Independent Funds Team: Jupiter Merlin Portfolios coronavirus update

A coronavirus update from the Jupiter Independent Funds Team.

Jupiter Asset Management 6th May 2020

Partner Zone

Let’s finally consign “boom and bust” to the history books

Whilst we all focus on the immediate challenges posed by Covid-19, companies, investors and Government must also begin to think about the longer-term consequences of what we are living through.

Merian Global Investors 5th May 2020

Partner Zone

The irresistible glow of the gold miners

Gold miners have long been that awkward, unwelcome cousin at a family party, placed on the children’s table as far from the action as possible.

Merian Global Investors 5th May 2020

Partner Zone

Banks: part of the solution, not part of the problem

Banks are key to the recovery from the economic shock dealt by Covid-19, and could even achieve renewed public esteem.

Merian Global Investors 5th May 2020

Article-Chart-03-2019 Market Briefings

A short history of market crashes (and why they don’t matter)

Since Tulip mania took hold of the Dutch in 1637, stock markets have been subject to crashes. In the longer term, the price of any individual investment may reflect its real value, but in the short-te...

AH (For DW) 1st May 2020

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