Baillie Gifford | Scottish Mortgage – Invest in Progress
Joint managers of Scottish Mortgage Investment Trust discuss the impact of companies leading fundamental change in industry, the economy and society.
Baillie Gifford 22nd Dec 2020
AXA IM | Trade wars, the US election and Brexit
Watch the highlights of our exclusive webinar with Jean-Claude Juncker on geopolitics and the future of Europe.
AXA Investment Managers 18th Dec 2020
Outlook 2021 - Seizing the new reality
Discover the latest thinking from our investment team as our CIOs and portfolio managers discuss the big factors and themes that will drive returns across the world’s major asset classes in 2021.
Fidelity International 16th Dec 2020
Value and the vaccine
The gap between value stocks and growth stocks has never been bigger. However, we have recently seen some temporary rotations into value as markets were cheered by vaccine breakthroughs - seen as a vi...
China Stewardship Report 2020
When it comes to China, some may picture a freewheeling market that is dominated by retail investors. But as foreign participation increases, we are seeing more focus on stewardship and engagement. We...
The outlook for UK credit
Fixed income portfolio managers Sajiv Vaid and Kris Atkinson outline why they believe sterling investment grade still sits in the sweet spot for income-seekers. However, with the broader market no lon...
The Week: The investment lessons we learned in 2020
2020 was a difficult year, but investors shouldn’t waste the opportunity to learn from it. A crisis may be painful, but it can help create better investors.
Adviser-Hub 16th Dec 2020
US market review: US share prices reach new highs
Share prices surged in the US during November, driven up by significant progress in Covid-19 vaccine developments.
Adviser-Hub 15th Dec 2020
UK equity income market review: A tough Q3 for UK dividends
UK share prices surged and yields fell during November as investors became increasingly optimistic over prospects for economic recovery.
UK equity market review: UK equities rally in November
UK share prices rose strongly during November, driven up by mounting optimism over the development of Covid-19 vaccines and hopes that a Brexit trade deal will be reached.
UK bond market review: Improving optimism… deteriorating data
Investor sentiment improved sharply during November, underpinned by the news of vaccine breakthroughs in the UK and the US. Improving hopes for the economic outlook led to a surge in demand for higher...
Global bond market review: Corporate defaults on the rise
Investors’ attention shifted from safe havens to riskier assets during November.
Europe market review: European markets shrug off negative data
Although November in Europe was characterised by rising Covid-19 infection rates and lacklustre economic data, share prices soared over the month.
Emerging markets review: Investors welcome a Biden presidency
Share prices in China rose following the news of Joe Biden’s victory in the US Presidential election.
Asia Japan market review: Asian markets surge in November
Equity markets in Asia performed strongly during November, driven by hopes that Covid-19 vaccines will soon be widely available.
Market briefings looking back at November
A selection of articles, written by our expert investment writers that cover the markets looking back through November.
Sanlam investment update - the global hunt for yield
With cash and government bonds offering low returns and equity valuations staying markedly high, where can investors find a reliable yield? CIO Phil Smeaton looks at this question, assessing the benef...
Sanlam 15th Dec 2020
Re-registration – the new rules from February 2021
To facilitate more platform-to-platform switching, from 1 February 2021, new FCA rules will come into force. At present, in-specie transfers (re-registrations) are not always possible, commonly due to...
FundsNetwork 14th Dec 2020
The Week: Deal or no deal, the UK’s unpopularity could continue
The UK market is hugely out of favour, but some resolution to the Brexit situation – be that deal or no deal – see UK assets find favour once again?
Adviser-Hub 10th Dec 2020
Baillie Gifford Japanese Fund: Square Mile Talking Factsheet
Investing in Japanese companies with above average growth.
Square Mile Research 8th Dec 2020
Baillie Gifford High Yield Bond: Square Mile Talking Factsheet
Although ideas may take some time to play out, we believe investors will be well rewarded with both an income stream and the potential for capital appreciation.
Hybrid capital: Secure income for uncertain times
At a time when developed market government bond yields are close to zero, Peter Doherty discusses how hybrid capital can provide a stable yield and how it compares to traditional asset classes.
Sanlam 8th Dec 2020
Global update: A November to remember
It was a November for investors to remember as a widespread focus on the perceived safe havens of gold and government bonds was replaced by renewed interest in equities.
Adviser-Hub 8th Dec 2020
The Week: Could 2021 be a better year for equity income?
After a horrible year, can investors be more optimistic about the prospects for equity income next year? It depends.
Adviser-Hub 3rd Dec 2020
Ten years of the M&G Episode Income Fund
Watch Steven Andrew, Fund Manager of the M&G Episode Income Fund. Discuss the ten year anniversary of the fund and how it has adapted to the broad market trends it has experienced over this time.
M&G Investments 2nd Dec 2020
Outlook 2021: Seizing the new reality
2020 has been a year like no other. The global economy was upended and the fastest bear market in history has been followed by a remarkable recovery. So how should investors think about approaching th...
Fidelity International 2nd Dec 2020
Better times ahead for UK equities?
Portfolio manager Alex Wright takes a more optimistic view for UK equities in 2021 due to recently announced vaccine breakthroughs and a potential resolution to Brexit talks. Against this backdrop, he...
Fidelity International | Fidelity’s CEO and CIOS on the year ahead
CEO Anne Richards, Global CIO Andrew McCaffery and Global Head of Macro & SAA Salman Ahmed discuss the key macro issues facing the world in 2021. Who is best positioned to seize the new reality?
Fidelity International | Big ambitions for Asia in 2021
Paras Anand, CIO for Asia Pacific discusses the three key areas he believes investors should focus on over the coming year when hunting for opportunities across the region.
Asia’s big ambitions
Historians may look back on 2020 not only as the year of the Covid-19 pandemic, but also as the year in which Asian economic leadership came to the fore. Paras Anand, CIO Asset Management Asia Pacific...
Twenty years of the M&G Global Themes Fund
Watch Alex Araujo, Fund Manager of the M&G Global Themes Fund, discuss the twenty year anniversary of the fund and what lessons investors can learn from that period of history.
Succession planning for the future generation
FundsNetwork talks to Gavin Chapman from Chase de Vere, about ways of training young advisers for the future generation, as well as attracting younger investors.
FundsNetwork 1st Dec 2020
Adviser Guide to Sustainable Investing
Sustainable investing has now moved into the mainstream and more and more clients are taking an active interest in how their money is invested. FundsNetwork’s research shows that the coronavirus crisi...
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