articles from Adviser Hub

Adviser Hub articles

VIDEO

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

VIDEO

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

Partner Zone

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

Partner Zone

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...

Fidelity International 16th Dec 2020

Partner Zone

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...

Fidelity International 16th Dec 2020

Partner Zone

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...

Fidelity International 16th Dec 2020

Market Briefings

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

Market Briefings

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

Market Briefings

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.

Adviser-Hub 15th Dec 2020

Market Briefings

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.

Adviser-Hub 15th Dec 2020

Market Briefings

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...

Adviser-Hub 15th Dec 2020

Market Briefings

Global bond market review: Corporate defaults on the rise

Investors’ attention shifted from safe havens to riskier assets during November.

Adviser-Hub 15th Dec 2020

Market Briefings

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.

Adviser-Hub 15th Dec 2020

Market Briefings

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.

Adviser-Hub 15th Dec 2020

Market Briefings

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.

Adviser-Hub 15th Dec 2020

Market Briefings

Market briefings looking back at November

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

Adviser-Hub 15th Dec 2020

Partner Zone

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

Business Toolkit

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

Market Briefings

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

VIDEO

Legal & General Investment Management | Multi-Index Unfiltered

Multi-Index Unfiltered: at our recent virtual coffee break, Justin Onuekwusi and Chris Jeffery discussed the fixed income landscape, their outlook for bonds and five portfolio plays for advisers navig...

Legal & General Investment Management 9th Dec 2020

VIDEO

Baillie Gifford Japanese Fund: Square Mile Talking Factsheet

Investing in Japanese companies with above average growth.

Square Mile Research 8th Dec 2020

VIDEO

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.

Square Mile Research 8th Dec 2020

Partner Zone

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

Market Briefings

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

Market Briefings

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

Partner Zone

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

Partner Zone

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...