Adviser-Hub articles

Analysis & Opinion

Market View: 2022: investing in an inflationary world

Can investors protect their portfolios from rising prices? Managers from Newton Investment Management pick out the potential implications and opportunities across the investment landscape resulting fr...

BNY Mellon Investment Management 16th Dec 2021

Analysis & Opinion

The Week: Inflation: not so transitory after all

Inflationary pressures are real and are looking increasingly persistent rather than transitory. Investors need to be wary of the assumption that all equities can weather an inflation storm.

Adviser-Hub 16th Dec 2021

Analysis & Opinion

The ‘S’ of ESG: intangible value

Baillie Gifford’s ESG experts Marianne Harper Gow, Ed Whitten, and Abhi Parjuli talk about the Social aspect of ESG in the context of investing.

Baillie Gifford 16th Dec 2021

Analysis & Opinion

Bank of England makes its move

In an unexpected move, Bank of England policymakers opted to tighten monetary policy at their December meeting in a bid to address surging inflationary pressures.

Adviser-Hub 16th Dec 2021

Partner Zone

Catch-22: Unravelling the policy paradox

2021 brought the recovery many had hoped for. Economies and business reopened, but no one could describe it as getting back to normal amid rocketing energy prices, high debt levels, and past-the-peak...

Fidelity International 14th Dec 2021

Partner Zone

Our three ESG themes for 2022

As we head towards 2022, Jenn-Hui Tan, Fidelity’s Global Head of Stewardship & Sustainable Investing, highlights three key themes that will be commanding our attention.

Fidelity International 14th Dec 2021

Partner Zone

20 years of investing in glamour and hard grind

Investing in ‘high risk’ debt requires imagination, patience and an alignment of interests, as Baillie Gifford’s Robert Baltzer, Head of Credit Research, explains. Capital at risk and income not guara...

Baillie Gifford 13th Dec 2021

Business Toolkit

Lifetime allowance – making sure you have the correct allowance

Paul Squirrell, Fidelity FundsNetwork's pension expert, discusses some important considerations around the initial phase of LTA planning, on establishing the client’s individual lifetime allowance.

Fidelity Adviser Solutions 13th Dec 2021

Business Toolkit

Omicron: how to stay on track when markets are volatile

World stock markets have become more volatile with news of the Omicron variant of coronavirus, adding to existing uncertainty over the next moves in US and UK interest rates.

Fidelity Adviser Solutions 13th Dec 2021

Partner Zone

The view from the top

Watch our short video with CEO Anne Richards and Global CIO Andrew McCaffery as they take a closer look at the risks and opportunities that are set to arise in the year ahead.

Fidelity International 13th Dec 2021

Partner Zone

Establishing a more sustainable Asia investment

Our locally-based team discuss how sustainability practices are evolving across Asia and highlight how investors can benefit by partnering with companies on this journey.

Fidelity International 12th Dec 2021

Analysis & Opinion

Market View: Positive signs for euro credit in 2022

Ongoing asset purchases and rising impact bond issuance may underpin the euro credit market in 2022, according to Insight’s Responsible Horizons Euro Corporate Bond team.

BNY Mellon Investment Management 10th Dec 2021

actualincomethumbnail VIDEO

Baillie Gifford | Actual Income: We need to talk about inflation

When discussing investing, it's hard not to hear concerns surrounding inflation. Watch this webinar recording to hear some of the thoughts and opinions on this hot topic direct from five of the Bailli...

Baillie Gifford 9th Dec 2021

Analysis & Opinion

The Week: 2021: a great year for active managers?

Passive dominated once again in 2020, but will that change in 2021? A lot depends on the technology sector.

Adviser-Hub 8th Dec 2021

Partner Zone

Three key priorities in sustainable investing

As we head into 2022, Fidelity’s Global Head of Stewardship and Sustainable Investing Jenn-Hui Tan highlights three big themes coming into greater focus: deforestation, the just transition and double...

Fidelity International 6th Dec 2021

Partner Zone

We need to talk about inflation

Changing workforce demographics, Covid and climate change are pushing prices higher, leading to investment strategy shifts. Steven Hay, co-manager of the Baillie Gifford Multi Asset Income Fund explai...

Baillie Gifford 3rd Dec 2021

Analysis & Opinion

Quality investing during inflationary times

There are three core characteristics that insulate quality businesses from the damage inflation can bring: pricing power, lower capital intensity, and healthy balance sheets, says Ninety One’s Co-Head...

Ninety One 3rd Dec 2021

Market Updates

Global update: Inflationary headaches intensify

Global equity markets generally fell over November as investors digested new of the discovery of the new “Omicron” variant of the Covid-19 virus in South Africa, which triggered concerns that the econ...

Adviser-Hub 2nd Dec 2021

Market Updates

UK market review: Omicron triggers uncertainties

Investor sentiment was shaken during November by the discovery of the new “Omicron” Covid-19 variant in South Africa. The news sparked concerns over the outlook for the UK and global economic recovery...

Adviser-Hub 2nd Dec 2021

Market Updates

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 2nd Dec 2021

Analysis & Opinion

The Week: High yield bonds: another fixed income trouble spot?

It’s been a tough month for junk bonds - does this close off another avenue for fixed income investors?

Adviser-Hub 1st Dec 2021

Business Toolkit

The State Pension: how clients can boost the amount they receive

For most clients, the State Pension will form an important part of their retirement income. It not only provides a weekly sum to those who qualify, it’s also guaranteed.

Fidelity Adviser Solutions 25th Nov 2021

Analysis & Opinion

How should credit investors approach 2022?

Prepare for a shift in conditions and increasing dispersion in the performance of companies, says Ninety One.

Ninety One 25th Nov 2021

FIL_Outlook VIDEO

Fidelity International | Outlook 2022

Fidelity CEO Anne Richards and Global CIO Andrew McCaffery take a closer look at what investors can expect in 2022 and discuss the challenges and opportunities that might arise over the coming year.

Fidelity International 24th Nov 2021

Analysis & Opinion

The Week: The bear market in the lockdown winners

Lockdown winners have become recovery losers. Is value emerging?

Adviser-Hub 24th Nov 2021

VIDEO

Baillie Gifford | Baillie Gifford Managed Fund – Manager Insights

Investment managers Iain McCombie and Steven Hay discuss inflationary pressures, ESG opportunities and heat pumps, among other matters, in conversation with product specialist Lucy Haddow.

Baillie Gifford 23rd Nov 2021

Business Toolkit

Don’t let clients get caught by the lifetime allowance tax charge

The pension lifetime allowance (LTA) – and the planning that surrounds it – is far from straightforward.

Fidelity Adviser Solutions 19th Nov 2021

Analysis & Opinion

The Week: Targeting Pricing Power

As UK inflation ticks higher, will the traditional strategies adopted by fund managers to deal with rising prices prove effective?

Adviser-Hub 18th Nov 2021

Market outlook three things to look out for over the next year Partner Zone

Smarter Insurance for a less risky future

The insurance industry is being transformed by technological change – from drones to driverless cars. Baillie Gifford’s Duncan Sutherland considers how this will shape the future. Capital at risk and...

Baillie Gifford 17th Nov 2021

Partner Zone

Smarter Insurance for a less risky future

The insurance industry is being transformed by technological change – from drones to driverless cars. Baillie Gifford’s Duncan Sutherland considers how this will shape the future. Capital at risk and...

Baillie Gifford 17th Nov 2021

Partner Zone

Biodiversity bonds raise the stakes

Biodiversity is being lost at an alarming rate, particularly in Latin America due to deforestation and climate change. With paper and pulp production one the major encroachments into natural habits, f...

Fidelity International 15th Nov 2021

Partner Zone

Failed lift-off from the BOE

The Bank of England surprised markets by keeping rates unchanged at its latest policy meeting. However, with rate rises likely to happen soon, Fidelity MoneyBuilder Income Fund portfolio managers Saji...

Fidelity International 15th Nov 2021

Partner Zone

The great inflation debate

The unusual nature of the Covid-19 economic recovery and the resultant policy response has led to broad-based inflationary pressures. Against this backdrop, our Global Macro Team give our take on one...

Fidelity International 15th Nov 2021

Analysis & Opinion

Three reasons why markets may slide

Having looked at the bull case for stock markets, it is worth examining the bear case. There are structural forces conspiring against equities today, from slowing growth, to high valuations to rising...

Adviser-Hub 15th Nov 2021

Business Toolkit

Will ESG be the new normal after COP26?

Paul Richards, Head of Fidelity FundsNetwork Distribution, brought two industry leading experts in investment together ahead of the COP26. They explored the likely impact the conference would have on...

Fidelity Adviser Solutions 12th Nov 2021

Business Toolkit

Help with your due diligence

To help facilitate your due diligence, or if you're new to Fidelity FundsNetwork, they have a range of guides around their Pension, ISA and Investment Account.

Fidelity Adviser Solutions 12th Nov 2021

Fil_SustainableFuture VIDEO

Fidelity International | In the weeds with one of the world’s largest pulp producers

Fidelity Analysts and Brazilian paper manufacturer Suzano discuss the steps they’re taking to improve biodiversity and the role active investors can play in pushing companies to become more sustainabl...

Fidelity International 12th Nov 2021

Analysis & Opinion

The Week: A year on from vaccine liberation

The announcement of a successful vaccine in November 2020 prompted a significant rally in markets, but navigating markets in 2021 has been far more complex than just buying the recovery.

Adviser-Hub 11th Nov 2021

Analysis & Opinion

Three reasons why stock markets can power onwards

A lengthy bull market is always nerve-wracking. Investors start to fret on valuations, on earnings, on the strength of economic growth. As valuations creep higher, but economic growth remains strong,...

Adviser-Hub 11th Nov 2021

Partner Zone

Green government bonds: the promise and the pitfalls

Green sovereign debt issuance is on the rise and could dramatically improve liquidity and standards across the green bond market as a whole. Fidelity International assesses both the promise and the pi...

Fidelity International 8th Nov 2021

Partner Zone

Shock of the old: investing in heavy industries in a new-energy world

As the basis of the world’s energy supply shifts from fossil fuels to mainly metal-based technologies, we face upheaval in many commodity markets. Ninety-One identifies opportunities for investors, bu...

Ninety One 8th Nov 2021

Analysis & Opinion

The great inflation debate

Against a backdrop of broad-based inflationary pressures, Fidelity International’s Global Macro Team assess whether the current price surge will prove transitory or persistent and how will this shape...

Fidelity International 4th Nov 2021

Analysis & Opinion

The Week: COP26 delivers, but why is the UK lagging?

COP26 clearly showed the direction of travel for the funds industry. UK regulators may be behind the curve.

Adviser-Hub 4th Nov 2021

Analysis & Opinion

Market View: Turbulence ahead for fixed income

Bond markets may face a period of short-term uncertainty but could prove critical to the implementation of wider ESG initiatives across the globe, says Newton Investment.

BNY Mellon Investment Management 4th Nov 2021

Market Updates

UK market review: UK policymakers set to tighten?

Interest rates are widely expected to rise at the October meeting of the BoE’s Monetary Policy Committee (MPC).

Adviser-Hub 3rd Nov 2021

Market Updates

Global market review: Higher inflation for longer

The International Monetary Fund (IMF) warned that the world is facing inflationary pressures that will be “higher and longer than expected”.

Adviser-Hub 3rd Nov 2021

Market Updates

Market briefings looking back at October

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

Adviser-Hub 3rd Nov 2021

Business Toolkit

The changing DFM landscape

Hear about the rise in outsourcing investment solutions and the opportunities and challenges this brings.

Fidelity Adviser Solutions 2nd Nov 2021

Analysis & Opinion

Why green gilts matter to UK bond investors

As markets prepare for COP26, Joshua Kendall, Insight Investment head of responsible investment research and stewardship, weighs the significance of the UK government’s first-ever green gilt issuance.

BNY Mellon Investment Management 29th Oct 2021

Analysis & Opinion

The Asia call: India and ASEAN

As media headlines focus on China’s evolving regulatory environment, Fidelity’s investment team takes a step back and focuses on the opportunity set across the broader region.

Fidelity International 29th Oct 2021

Analysis & Opinion

The Week: Is this really a ‘new age of optimism’?

The Chancellor delivered a boosterish budget, hailing a ‘new age of optimism’. Has the normally-measured Rishi Sunak been drinking some of the Prime Minister’s Kool-Aid? Could the UK economy be over t...

Adviser-Hub 28th Oct 2021

Partner Zone

UK green glit launch signals market shift

As markets prepare for COP26, Joshua Kendall, Insight Investment head of responsible investment research and stewardship, weighs the significance of the UK government’s first-ever green gilt issuance.

BNY Mellon Investment Management 25th Oct 2021

Analysis & Opinion

Five reasons why healthcare may be the sector of the decade

The pandemic has thrown a spotlight on the healthcare industry. It has exposed the inadequacies of healthcare infrastructure across the globe, while also showcasing the astonishing innovation potentia...

Adviser-Hub 25th Oct 2021

Business Toolkit

The beneficiary flexi-access drawdown conundrum

Beneficiary flexi-access drawdown (BFAD) allows individuals to pass on pension benefits in a manner where the beneficiaries have immediate access to the funds after death, while retaining some of the...

Fidelity Adviser Solutions 25th Oct 2021

Partner Zone

Sustainable at heart: why businesses need to adapt

Could knowing when to adapt be the key to successful long-term growth? Baillie Gifford’s Seb Petit explains. Capital at risk and income not guaranteed.

Baillie Gifford 21st Oct 2021

Partner Zone

Sustainable at heart: why businesses need to adapt

Could knowing when to adapt be the key to successful long-term growth? Baillie Gifford’s Seb Petit explains.

Baillie Gifford 21st Oct 2021

Analysis & Opinion

Market View: Opportunities abound in cheap UK market

Alex Wright, portfolio manager of Fidelity Special Situations & Fidelity Special Values PLC, outlines why he remains excited by the opportunities on offer in the UK, despite recent market volatility.

Fidelity International 21st Oct 2021

Business Toolkit

Fidelity FundsNetwork's Investment Outlook

Tom Stevenson asks if we're heading for a discontented winter, or if there's still room for hope.

Fidelity Adviser Solutions 20th Oct 2021

Analysis & Opinion

The Week: Can COP26 succeed?

Multi-national agreement is often hard won, but implementation can be even harder. Can COP 26 produce tangible long-term progress on climate change?

Adviser-Hub 20th Oct 2021

Analysis & Opinion

Commodities: all over or just beginning?

At the start of 2021, investment in the commodities and natural resources sector looked like a no-brainer. A decade of weakness had left prices low, while a sharp economic recovery and ambitious infra...

Adviser-Hub 18th Oct 2021

Business Toolkit

Using technology to make your business processes much more efficient

In continuation of their Adviser Support Programme, Fidelity FundsNetwork's latest webinar covers the following three areas: the emergence of APIs (Application Programming Interfaces) within the platf...

Fidelity Adviser Solutions 15th Oct 2021

Business Toolkit

Security-related questions firms should ask their platform partner

Is your platform partner using strong enough measures to protect your firm and your clients' data from cybersecurity threats?

Fidelity Adviser Solutions 15th Oct 2021

Partner Zone

Staying Focused in Frantic Times

In the midst of the pandemic, do Mercado Libre and Avantor’s Bonds offer long-term value? Baillie Gifford’s Charlie Houston explains. Capital at risk and income not guaranteed.

Baillie Gifford 14th Oct 2021

Partner Zone

Staying Focused in Frantic Times

In the midst of the pandemic, do Mercado Libre and Avantor’s Bonds offer long-term value? Baillie Gifford’s Charlie Houston explains.

Baillie Gifford 14th Oct 2021

Partner Zone

Is inflation here to stay?

Companies face a mix of transitory and structural inflationary pressures, according to Fidelity International’s latest analyst survey, which highlights the few sectors where inflation could be set to...

Fidelity International 14th Oct 2021

Partner Zone

Navigating the changing investment environment

As we enter the closing stretch of 2021, various risks to the global growth picture have emerged. Ninety One’s John Stopford, Head of Multi-Asset Income, discusses how investors could approach this ch...

Ninety One 14th Oct 2021

Analysis & Opinion

Stagflation: do you need to worry?

The murmurs about stagflation are becoming increasingly insistent. The unwelcome trio of high inflation, weak growth and high unemployment would be a tough environment for investors.

Adviser-Hub 14th Oct 2021

Analysis & Opinion

The Week: Did you miss the UK’s bounce-back?

More lacklustre data from the UK emerged this week. Is the weakness temporary? Or have we seen the best of the UK’s revival?

Adviser-Hub 13th Oct 2021

Market Updates

Market briefings looking back at September

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

Adviser-Hub 12th Oct 2021

Partner Zone

Scottish Mortgage on disrupting disease with AI

Medical technologies using artificial intelligence could speed up medical breakthroughs as Tom Slater, joint manager of Scottish Mortgage Investment Trust explains. Capital at risk.

Baillie Gifford 12th Oct 2021

Partner Zone

Scottish Mortgage on disrupting disease with AI

Medical technologies using artificial intelligence could speed up medical breakthroughs as Tom Slater, joint manager of Scottish Mortgage Investment Trust explains.

Baillie Gifford 12th Oct 2021

Fidelity11Oct21 VIDEO

Fidelity International | What engagement means to us

Fidelity’s Ned Salter, Global Head of Investment Research, alongside various analysts, explain what engagement really means to us and what ESG and sustainability engagement with investee companies loo...

Fidelity International 11th Oct 2021

Market Updates

Global update: Gathering clouds

Investor sentiment during September was a hostage to concerns over faltering economic growth, rising inflation, surging energy prices, and an increasingly hawkish tone from central banks, compounded b...

Adviser-Hub 11th Oct 2021

Market Updates

UK market review: Stagflation fears hit sentiment

Investors were stalked during September as the spectre of stagflation manifested itself against a backdrop of rising prices and lacklustre growth prospects.

Adviser-Hub 11th Oct 2021

Analysis & Opinion

Cultural outliers: keeping hold of revolutionary companies

Companies seeking to upend entire industries can be exceptional investments, but need patience and support, as Nick Wood of Baillie Gifford’s US Equities Team explains.

Baillie Gifford 8th Oct 2021

Analysis & Opinion

The Week: Who wins and who loses from higher wages?

The UK is moving to a high wage economy, according to the government, but will corporates have to foot the bill?

Adviser-Hub 7th Oct 2021

Partner Zone

A sustainable future demands real engagement

A sustainable future demands real engagement, working with policy makers and industry groups to bring about positive change. But what does that really look like in practice?

Fidelity International 6th Oct 2021

Partner Zone

Purpose not Governance

James Anderson, joint manager of Scottish Mortgage Investment Trust, argues that ill-defined ESG ratings and corporate policies can result in tragedy.

Baillie Gifford 6th Oct 2021

Business Toolkit

Cybersecurity among top business risks for financial advice firms

Cybersecurity is among the top three business risks for large advice firms according to Nextwealth's Financial Advice Business Benchmarks 2021.

Fidelity Adviser Solutions 5th Oct 2021

Analysis & Opinion

Will the Bank of England be raising interest rates soon?

Until recently, the Bank of England’s Monetary Policy Committee (MPC), which has responsibility for setting interest rates, was undecided if conditions were right for tightening monetary policy.

Adviser-Hub 1st Oct 2021

Analysis & Opinion

The Week: UK consumer: struggling or saviour?

The UK consumer was due to drive the economic recovery, but it hasn’t worked out that way.

Adviser-Hub 30th Sep 2021

Analysis & Opinion

Time to look beyond Evergrande and China’s ‘too big to fail’ era

As Evergrande has sunk deeper into debt, investors have been rattled by fears of potential contagion. Fidelity’s locally-based investment team considers the implications for fixed income investors in...

Fidelity International 30th Sep 2021

Partner Zone

The Baillie Gifford Managed Fund’s European Champions

European Investment Specialist, Thomas Hodges, answers five burning questions on the companies to watch.

Baillie Gifford 28th Sep 2021

Business Toolkit

Helping your clients stay cyber safe at home, online and on the move

In an increasingly digital and online world, it’s important that information and data is secured and protected.

Fidelity Adviser Solutions 27th Sep 2021

Analysis & Opinion

Learning the lessons of history: why income matters

Einstein is reputed to have described compounding as the eighth wonder of the world. He may have been onto something, say Newton’s Global Income team.

BNY Mellon Investment Management 23rd Sep 2021

Analysis & Opinion

Fidelity analysts temper expectations for margin growth

Fidelity’s latest Analyst Survey suggests that the outlook for margins is moderating, although earnings estimates for next year remain healthy.

Fidelity International 23rd Sep 2021

Partner Zone

Biodiversity bond raises the stakes for paper firms

How a Brazilian paper and pulp maker recently launched the first ‘transition’ bond with specific rewilding targets prompted us to talk to another pulp maker about its activities.

Fidelity International 22nd Sep 2021

Analysis & Opinion

The Week: Evergrande: China’s Lehman moment?

Is the imminent default of Chinese property developer Evergrande about to destabilise the wider economy? Or has the risk been overblown?

Adviser-Hub 22nd Sep 2021

MA Income retrospective Website-holding-1920x1080 VIDEO

Baillie Gifford | Multi Asset Income Fund: Retrospective

As the Multi Asset Income Fund reaches its third anniversary, investment managers Steven Hay and James Dow reflect on successes, the impact of the Covid-19 pandemic and inflation’s challenge. Capital...

Baillie Gifford 17th Sep 2021

Partner Zone

Baillie Gifford Multi Asset Income Fund: Retrospective

As the Multi Asset Income Fund reaches its third anniversary, investment managers Steven Hay and James Dow reflect on successes, the impact of the Covid-19 pandemic and inflation’s challenge. Capital...

Baillie Gifford 17th Sep 2021

Analysis & Opinion

The two key risks for bond investors

Fidelity International portfolio managers Sajiv Vaid and Kris Atkinson discuss why fixed income investors should be cautious.

Fidelity International 16th Sep 2021

Analysis & Opinion

The Week: Is the commodities super-cycle over already?

Commodities prices have been rolling over, particularly in the metals complex. Is the much-heralded commodities super-cycle a damp squib?

Adviser-Hub 15th Sep 2021

Analysis & Opinion

ESG Hub

Head to our new ESG Hub to hear news, views, and expert analysis, and to find out more about the key issues driving environmental, social, and Governance investment. Find out more

Adviser-Hub 15th Sep 2021

Analysis & Opinion

Investing in firms shaping the world of tomorrow

From futuristic wireless technology to healthcare innovation and new forms of food production, Investment Analyst Michael Pye of Baillie Gifford’s US Equity Team considers the advances that may define...

Baillie Gifford 10th Sep 2021

Analysis & Opinion

Making sense of impact bonds

Impact investing offers a remarkable growing array of opportunities; nevertheless, investors should be wary of ‘impact washing,’ says Insight Investment head of responsible investment and stewardship...

BNY Mellon Investment Management 10th Sep 2021

Partner Zone

Read the latest issue of Enlightenment, the funds magazine from Baillie Gifford

Read Enlightenment, the quarterly digital magazine that puts Baillie Gifford’s funds in the spotlight, giving you the chance to access insights from the teams that manage them.

Baillie Gifford 8th Sep 2021

Analysis & Opinion

The Week: Europe’s going green

There has been a flurry of green bond issuance in Europe, does it solve the ESG problem for fixed income investors?

Adviser-Hub 8th Sep 2021

Partner Zone

The past is a foreign country

Baillie Gifford’s Theo Holland outlines the characteristics that make an emerging market attractive to income investors and explains how Indonesia became an Asian success story. Capital at risk and in...

Baillie Gifford 8th Sep 2021

Partner Zone

The Past is a Foreign Country

Baillie Gifford’s Theo Holland outlines the characteristics that make an emerging market attractive to income investors and explains how Indonesia became an Asian success story. Capital at risk and in...

Baillie Gifford 8th Sep 2021

Market Updates

Tax hikes to raise money for social care

In a move designed to fund the spiralling cost of social care, the Government announced a controversial increase to National Insurance contributions (NICs) in the form of a 1.25% “Health and Social Ca...

Adviser-Hub 7th Sep 2021

Market Updates

Market briefings looking back at August

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

Adviser-Hub 6th Sep 2021

Partner Zone

Cows, methane and the climate threat

Methane can be a more threatening pollutant than carbon dioxide when it comes to the greenhouse gases behind global warming. Our portfolio managers and analysts discuss a number of pioneering new meth...

Fidelity International 3rd Sep 2021

Fidelity_ZTOSept2021 VIDEO

Fidelity International | Sustainable engagement in China

The rapid growth in e-commerce has been accelerated by the Covid-19 pandemic, with significant knock-on implications in terms of fuel emissions and packaging waste. Against this backdrop, Fidelity has...

Fidelity International 3rd Sep 2021

Partner Zone

Staying the course in Asia

Asian equities have tumbled in recent times, driven by notable weakness in China’s markets amid heightened regulatory tightening. Fidelity Asia Fund portfolio manager Teera Chanpongsang reviews the ev...

Fidelity International 3rd Sep 2021

Partner Zone

What lies ahead for Europe?

Sam Morse and Marcel Stötzel, portfolio managers of the Fidelity European Fund and Fidelity European Trust PLC, review the outlook for continental European equity markets. Following a period of strong...

Fidelity International 3rd Sep 2021

Analysis & Opinion

The Week: Will tapering bring the stock market party to an end?

Markets continue to ride a wave of easy money: could the Federal Reserve bring that to an abrupt halt?

Adviser-Hub 2nd Sep 2021

Market Updates

UK market review: M&A activity boosts mid caps in August

Investors witnessed a surge of M&A activity in August as companies sought to make use of their high cash balances.

Adviser-Hub 2nd Sep 2021

Market Updates

Global update: The beginning of the end

The US Federal Reserve may start to reduce its stimulus measures sooner than expected.

Adviser-Hub 2nd Sep 2021

Analysis & Opinion

China

“A white knuckle ride” is how Dzmitry Lipski, head of funds research at Interactive Investor, described the performance of the Chinese stock market in the wake of a government crackdown on the nation’...

Adviser-Hub 1st Sep 2021

Analysis & Opinion

The Week: What does a normalising recovery mean for investors?

As economic recovery starts to slow into a more normal pattern, is it bad news for over-inflated markets?

Adviser-Hub 26th Aug 2021

Analysis & Opinion

Five things to watch out for in the rest of 2021

The economic restart is well under way, with buoyant economic data emerging from most major economies. However, the world can only reopen once and we are entering the ‘post-restart’ era.

Adviser-Hub 20th Aug 2021

Analysis & Opinion

The Week: Inflation falling? No-one is fooled

Inflation may have dropped, but few believe inflationary pressures have gone away.

Adviser-Hub 18th Aug 2021

Analysis & Opinion

How to get the maths right on education costs

After a bumper year for A level grades, almost 400,000 students were confirmed at their first-choice university this year. This is good news for them, but may also commit their long-suffering parents...

Adviser-Hub 16th Aug 2021

The war on plastic - Finding solutions and winners

Demand for plastic is still growing, says Velislava Dimitrova and Cornelia Furse, Portfolio Managers on the Fidelity Sustainable Water & Waste fund, but solutions are emerging to minimise its environm...

Fidelity International 11th Aug 2021

Retirement should be enjoyed, not endured

Retirees need income solutions that can provide spending confidence through retirement, says Jason Borbora-Sheen, co-Portfolio Manager, Ninety One Diversified Income Fund.

Ninety One 11th Aug 2021

Analysis & Opinion

The Week: Outsourcing

Large institutional investors are being driven to outsource investment management, but is this a welcome trend?

Adviser-Hub 11th Aug 2021

The rebranding of the oil & gas majors: greenwashing or sound common sense?

Interest in renewable energy sources has intensified as countries seek to move away from fossil fuels to meet the climate change targets set out in the Paris Agreement, says Sanlam.

Various 11th Aug 2021

Business Toolkit

Passive versus active and ESG

Can ESG be run passively or is active asset management the only effective way to run ESG portfolios?

Fidelity Adviser Solutions 10th Aug 2021

Business Toolkit

Value that works for you

Take a closer look at everything you can expect from FundsNetwork, when you choose their platform.

Fidelity Adviser Solutions 10th Aug 2021

Partner Zone

Chart Room: The value rally has further to go

The value rally has faltered following hawkish comments from the US Fed about future policy. But with the economic prospects for the US still strong, Matthew Quaife, Head of Multi Asset Investment Man...

Fidelity International 10th Aug 2021

Business Toolkit

Working with you in challenging times

Jackie Boylan, Head of Fidelity FundsNetwork, reflects on the last 12 months, how we all reacted to a different way of working and what FundsNetwork introduced to cater for their client’s immediate ne...

Fidelity Adviser Solutions 10th Aug 2021

Partner Zone

What next for China?

A harsher-than-expected overhaul of China’s education sector has hit investor sentiment. While some see this as part of a broader regulatory clampdown, we think these concerns are overdone. Asia Pacif...

Fidelity International 10th Aug 2021

Partner Zone

CEO Anne Richards on creating a more sustainable future

Following the publication of our Sustainable Investing and CSR 2021 Reports, Anne Richards discusses why sustainability factors must continue to move up the corporate agenda. She outlines how we are a...

Fidelity International 10th Aug 2021

Business Toolkit

DB transfer issues and considerations

The outputs from the Pension Transfer Analysis System forms an important part of transfer advice, as well as the basis for much of the required Appropriate Pension Transfer Analysis (APTA).

Fidelity Adviser Solutions 10th Aug 2021

Business Toolkit

CII September AF1 exam - get ready

For those of you taking the AF1 exam this September, why not check FundsNetwork’s video training resources with industry expert Sue Cox.

Fidelity Adviser Solutions 10th Aug 2021

VIDEO

Ninety One UK Alpha: Square Mile Talking Factsheet

Looking to provide a consistent and reliable level of outperformance. 

Adviser-Hub 9th Aug 2021

Market Updates

Global update: Investors rattled by Delta spread

Mounting inflationary pressures and the continued spread of the Delta coronavirus variant raised fresh questions over the outlook for economic recovery.

Adviser-Hub 6th Aug 2021

Market Updates

UK market review: Freedom … but no celebration for UK investors

England’s “Freedom Day” on 19th July received a lacklustre welcome from investors as the Delta variant of the Covid-19 virus continued to spread.

Adviser-Hub 6th Aug 2021

Market Updates

Market briefings looking back at July

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

Adviser-Hub 6th Aug 2021

Market Updates

Connect with us on LinkedIn

Be sure to follow us on LinkedIn to stay up to date with all the latest news, articles and information from our editors and sponsors.

Adviser-Hub 4th Aug 2021

Analysis & Opinion

The Week: Will fund managers continue to Zoom?

Fund managers have had to conduct company management meetings remotely over the past year. To what extent will they revert to old practices as normal life re-emerges?

Adviser-Hub 4th Aug 2021

VIDEO

Baillie Gifford Japanese Income Growth: Square Mile Talking Factsheet

Alex Farlow, Head of Risk Based Solutions, takes a closer look at the Baillie Gifford Japanese Income Growth fund, an attractive long-term option for investors seeking income and growth potential in J...

Adviser-Hub 30th Jul 2021

VIDEO

Baillie Gifford Strategic Bond: Square Mile Talking Factsheet

This video offers Square Mile's independent view on a high conviction, income-oriented, strategic bond fund focused on resilient businesses and undervalued bonds.

Adviser-Hub 30th Jul 2021

Analysis & Opinion

Embracing the extraordinary

Building long-term value is not about following the pack, but about spotting the companies set to benefit from social change, according to Scottish Mortgage's managers.

Baillie Gifford 29th Jul 2021

Analysis & Opinion

The Week: Time to revisit the UK Equity income sector?

It has been a better period for the UK equity income sector. It has benefited from UK economic recovery and a bounce-back in payouts. But can its strength endure?

Adviser-Hub 28th Jul 2021

Partner Zone

The future of bond investing is here

Innovation is the name of the game. Baillie Gifford’s Torcail Stewart shares his enthusiasm for the growth companies of the future that we own the bonds of today. Capital at risk and income not guaran...

Baillie Gifford 22nd Jul 2021

Partner Zone

The future of bond investing is here

Innovation is the name of the game. Baillie Gifford’s Torcail Stewart shares his enthusiasm for the growth companies of the future that we own the bonds of today.

Baillie Gifford 22nd Jul 2021

Business Toolkit

Global women & money study 2021

In their latest report Fidelity explore how women across the globe choose to manage their money and their attitudes towards investing.

Fidelity Adviser Solutions 21st Jul 2021

Business Toolkit

Pension transfer advice: Finalised Guidance

The FCA issued their final rules relating to DB pension transfer advice last year. In order to support firms offering this advice to clients, the regulator subsequently issued recent Finalised Guidanc...

Fidelity Adviser Solutions 21st Jul 2021

Business Toolkit

Paraplanning in a pandemic 2021 report

FundsNetwork are delighted to be sponsoring Professional Paraplanner’s unique report ‘Paraplanning in a pandemic’.

Fidelity Adviser Solutions 21st Jul 2021

Analysis & Opinion

The Week: Olympic glory for Japanese equities?

As the Olympic games get underway in Japan, the country’s equity markets have been little more than an also-ran. Can they catch up?

Adviser-Hub 21st Jul 2021

Market Updates

Global update: Growth and inflation are on the rise

Prospects for inflation and interest rates continued to garner headlines during June.

Adviser-Hub 15th Jul 2021

Market Updates

UK market review: UK inflation breaches 2% target

Against a backdrop of intensifying pressures, both at home and in the US, UK investors continued to focus on the outlook for inflation during June.

Adviser-Hub 15th Jul 2021

Market Updates

Market briefings looking back at June

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

Adviser-Hub 15th Jul 2021

Analysis & Opinion

The Week: Is the UK economy in trouble?

While UK fund managers suggest buoyant growth for the UK economy, recovery is not yet assured as recent GDP and inflation figures demonstrate.

Adviser-Hub 14th Jul 2021

Partner Zone

Positive Change – It’s Not Obvious

The Baillie Gifford Positive Change Fund invests in businesses that can help solve global challenges. But, as investment manager Kate Fox explains, the impact that some of the most influential compani...

Baillie Gifford 8th Jul 2021

Partner Zone

Positive Change – It’s Not Obvious

The Baillie Gifford Positive Change Fund invests in businesses that can help solve global challenges. But, as investment manager Kate Fox explains, the impact that some of the most influential compani...

Baillie Gifford 8th Jul 2021

Analysis & Opinion

Why quality is crucial in the debate around growth and value

It's been a growth market for years, but we may be at a turning point where value and quality become more important.

Adviser-Hub 8th Jul 2021

Analysis & Opinion

The journey to a carbon-neutral economy

The electrification challenge – Walter Scott's investment team considers the challenge and opportunity in the coming energy transition

Adviser-Hub 8th Jul 2021

Analysis & Opinion

Market View: What Japan’s digital transformation means for markets

After years as relative laggards, Japanese companies are now diving into digital transformation.

Adviser-Hub 8th Jul 2021

Analysis & Opinion

The Week: Is the UK index fit for purpose?

The UK market is facing an assault from private equity, which is picking off the best companies at the bottom and top of the market. How can it improve?

Adviser-Hub 7th Jul 2021

Analysis & Opinion

The Week: Will the second half of 2021 be as strong as the first?

It has been a cracking start to 2021 for investors, but eeking out gains in the second half of the year may be tougher.

Adviser-Hub 1st Jul 2021

Partner Zone

ESG Analyst Survey 2021: A world of opportunity

You may be familiar with Fidelity's Analyst Survey, which over the years has accurately predicted trends in the business world from the bottom-up. The survey has become a powerful tool in its own righ...

Fidelity International 29th Jun 2021

Partner Zone

Capitalising on China’s EV drive

Optimism around electric vehicles is on the rise as governments around the world make decarbonisation central to their strategies. Against this backdrop, China’s burgeoning electric vehicle (EV) marke...

Fidelity International 29th Jun 2021

Partner Zone

Policy credibility remains the key macro risk

The latest US Federal Reserve meeting was more hawkish than many market participants anticipated, with two rate hikes now expected in 2023. Global Head of Macro & Strategic Asset Allocation Salman Ahm...

Fidelity International 29th Jun 2021

Partner Zone

Why we need a global ESG standard

As investors focus more on sustainable investing, some companies are tempted to oversell their ESG credentials. To get a truer picture, we discuss why corporates and investors must adopt a consistent...

Fidelity International 29th Jun 2021

FidelityInter_ESG2021 VIDEO

Fidelity International | ESG Analyst Survey 2021: The highlights

Three of our equity analysts, Alex Laing, Lulu Xiong and Karens Muljadi share some highlights from the ESG Analyst Survey 2021. They explain how companies are changing and adapting as we travel toward...

Fidelity International 29th Jun 2021

Analysis & Opinion

The Week: Time to call time on open-ended property funds?

As Aegon closes its Property Income fund and feeder funds, are we ignoring the elephant in the room on property funds?

Adviser-Hub 23rd Jun 2021

Business Toolkit

ESG investing: to outsource or not?

Is outsourcing the only option for advisers looking to integrate ESG solutions for their clients?

Fidelity Adviser Solutions 22nd Jun 2021

SM - The Next Generation of Winners holding image 1280 x 720 VIDEO

Baillie Gifford | The Next Generation of Winners

Tom Slater, joint manager of Scottish Mortgage Investment Trust, stakes his claim with the industries he thinks the big winners of the future will come from.

Baillie Gifford 21st Jun 2021

FIDELITY21JAN21 VIDEO

Fidelity International | Fidelity ESG Analyst Survey 2021

Fidelity International's first ESG-focused Analyst Survey reveals our analysts believe the opportunities to be had from the decarbonisation megatrend now outweigh the risks. The report sheds light on...

Fidelity International 21st Jun 2021

Partner Zone

Strat snippets: Reflation and reopening

Fidelity Strategic Bond Fund portfolio manager Claudio Ferrarese outlines why fixed income investors shouldn’t be overly concerned about the reflation narrative. He also outlines how the portfolio is...

Fidelity International 17th Jun 2021

Partner Zone

Can inflation keep rising?

With US inflation climbing at the fastest pace since 2008, our latest monthly analyst survey shines a light on what our research team are seeing through their daily interactions with companies. We dis...

Fidelity International 17th Jun 2021

Partner Zone

The war on plastic

The way we currently consume plastic is environmentally unsustainable and needs to change. With the circular packaging solutions market set to boom, Fidelity Sustainable Water & Waste Fund Managers Ve...

Fidelity International 17th Jun 2021

Analysis & Opinion

The Week: Is the recovery running out of steam?

Until the last few weeks, the global recovery had surprised with its strength. However, recently the signals – on jobs, on retail sales, on inflation – have been more mixed.

Adviser-Hub 17th Jun 2021

NinetyOne17June21 VIDEO

Ninety One | The quest for quality in the UK

Simon Brazier, Ben Needham and Matt Evans highlight what they believe are the characteristics and attributes required to construct resilient portfolios that continue to deliver over the long term.

Ninety One 17th Jun 2021

Market Updates

Market briefings looking back at May

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

Adviser-Hub 15th Jun 2021

Market Updates

Global bond market review: Where next for monetary policy?

During May, ECB Vice President Luis de Guindos warned that recent increases in US bond yields had revived concerns over the potential for shifts in financial conditions, which could affect indebted co...

Adviser-Hub 14th Jun 2021

Market Updates

Europe market review: European growth set to accelerate

Following the easing of lockdown measures, the eurozone is experiencing its strongest surge in demand for goods and services in almost 15 years. However, companies are struggling to keep up with deman...

Adviser-Hub 14th Jun 2021

Market Updates

Emerging markets review: Covid hampers emerging Asia’s recovery

Although China’s strong economy recovery is helping to support developing economies across Asia, lockdown-related restrictions are reducing domestic demand in many economies.

Adviser-Hub 14th Jun 2021

Market Updates

Asia Japan market review: Is Japan heading for a double-dip recession?

Share prices in Japan delivered a muted performance during May as investors digested lacklustre economic data alongside concerns over the prospects for the approaching Tokyo Olympic Games.

Adviser-Hub 14th Jun 2021

Market Updates

US market review: Fed plays down inflationary concerns

The future trajectory of inflation was the principal factor preoccupying investors in the US during May following the news that the rate of consumer price inflation had risen at its fastest rate since...

Adviser-Hub 10th Jun 2021

Market Updates

UK equity income market review: UK dividends show signs of a pickup

Having breached 7,000 points for the first time since February 2020 during April, the FTSE 100 Index rose above 7,000 once again during May.

Adviser-Hub 10th Jun 2021

Market Updates

UK equity market review: Signs of building inflationary pressures

Non-essential shops reopened in April and retail sales rose sharply in April, climbing by 9.2% from March. In particular, clothing sales rose by 69.4% over the month.

Adviser-Hub 10th Jun 2021

Market Updates

UK bond market review: Economic recovery boosts inflation

The annualised rate of UK inflation surged during April from 0.7% to 1.5%, stoked by a sharp appreciation in the cost of household utilities and clothing.

Adviser-Hub 10th Jun 2021

Analysis & Opinion

The Week: Why is the gold price rising?

Inflation? Cryptos? Interest rates? What explains the recent strength of gold?

Adviser-Hub 9th Jun 2021

AHEmail3_June21 VIDEO

Adviser-Hub Rethinking Income Panel Discussion: Predictable income: is it possible?

Hosted by Cherry Reynard with Simon Young - Portfolio Manager, UK Equities, AXA Investment Managers/ Jan Oliver - Partner, Income Strategies, Baillie Gifford/ Jason Borbora-Sheen - Portfolio Manager,...

Adviser-Hub 9th Jun 2021

Market Updates

Global update: Markets gripped by inflation fears

Although global equity markets generally ended May in positive territory, investor sentiment during the month was affected by growing concerns that mounting inflationary pressures could lead to higher...

Adviser-Hub 9th Jun 2021

Analysis & Opinion

The Week: Boom times for the global economy

The global economy is flying, but with structural imbalances building, will its strength be reflected in markets?

Adviser-Hub 3rd Jun 2021

AHCasting2 VIDEO

Adviser-Hub Rethinking Income Panel Discussion: Casting a wider net for growing income

Hosted by Cherry Reynard with Simon Young - Portfolio Manager, UK Equities, AXA Investment Managers/ Jan Oliver - Partner, Income Strategies, Baillie Gifford/ Jason Borbora-Sheen - Portfolio Manager,...

Adviser-Hub 3rd Jun 2021

Partner Zone

Seafarers’ crisis - one year on

Last year, as the Covid-19 crisis deepened, we first sounded the alarm of hundreds of thousands of forgotten maritime workers stranded at sea. One year on and the number stranded has halved to 200,000...

Fidelity International 1st Jun 2021

Partner Zone

Read the latest issue of Enlightenment, the funds magazine from Baillie Gifford

Read Enlightenment, the quarterly digital magazine that puts Baillie Gifford’s funds in the spotlight, giving you the chance to access insights from the teams that manage them.

Baillie Gifford 1st Jun 2021

Partner Zone

Read the latest issue of Enlightenment, the funds magazine from Baillie Gifford

The quarterly digital magazine that puts Baillie Gifford’s funds in the spotlight, giving you the chance to access insights from the teams that manage them.

Baillie Gifford 1st Jun 2021

Partner Zone

Fund update - Emerging Markets

Fidelity Emerging Markets Fund portfolio manager Nick Price provides an update on the fund and discusses his outlook for the asset class. He outlines where we are seeing opportunities in anticipation...

Fidelity International 31st May 2021

Partner Zone

Equities Outlook May 2021 - Global economic boom taking shape

April gave us fresh highs in equity markets, and there is justification for it. Economic and corporate earnings data are indicating that we could be in moving into a global economic boom.

Fidelity International 30th May 2021

Business Toolkit

What are the latest adviser trends on sustainable investing?

Client allocation in ESG has grown to 15% in the last year and 68% of advisers expect to see a continued increase in assets invested in ESG funds and solutions. The views of investors are changing and...

Fidelity Adviser Solutions 27th May 2021

Business Toolkit

The annual allowance charge and Scheme Pays requests

Paul Squirrell, FundsNetwork’s pension expert, takes a step-by-step approach to calculating client’s annual allowance charges and explains the two types of Scheme Pays, mandatory and volun...

Fidelity Adviser Solutions 27th May 2021

Business Toolkit

Protect your inbox from hackers

The good news is there are some simple steps you can take to protect your email account from hackers.

Fidelity Adviser Solutions 27th May 2021

Analysis & Opinion

The Week: Dividends are back! Will investors follow?

The latest Janus Henderson Global Dividend index should make encouraging reading for beleaguered income seekers.

Adviser-Hub 26th May 2021

AH1_Canincomesbighitttersrevive VIDEO

Adviser-Hub Rethinking Income Panel Discussion: Can income’s big hitters revive?

Hosted by Cherry Reynard with Simon Young - Portfolio Manager, UK Equities, AXA Investment Managers/ Jan Oliver - Partner, Income Strategies, Baillie Gifford/ Jason Borbora-Sheen - Portfolio Manager,...

Adviser-Hub 26th May 2021

Partner Zone

Scottish Mortgage on the visionaries driving the future of healthcare

With innovative management teams and breakthrough-inspiring cultures, Moderna and Illumina have the technology and vision to progress a new era of healthcare. Capital at risk.

Baillie Gifford 24th May 2021

Partner Zone

Baillie Gifford Managed Fund: Answering the 5 burning questions on investors’ minds

The year 2020 felt somewhat surreal for UK investors. We answer some of the questions most asked by investors of the portfolio’s UK equity holdings. Capital at risk.

Baillie Gifford 23rd May 2021

Market Updates

Asia Japan market review: Japan’s inflation remains lacklustre

Business confidence in Japan improved during the first three months of 2021.

Adviser-Hub 21st May 2021

Analysis & Opinion

Predictable income: is it possible?

What is their secret for generating reliable income and are they optimistic for the year ahead?

Adviser-Hub 21st May 2021

Analysis & Opinion

The Week: Is the US heading for disaster?

For US treasury secretary Larry Summers believes that the Fed is ignoring the risks of inflation and could be sowing the seeds of financial instability.

Adviser-Hub 19th May 2021

Market Updates

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 18th May 2021

Business Toolkit

The FSCF and EU-domiciled funds

In late 2020, there were some media reports suggesting that FSCS protections for EU-domiciled funds – such as those based in Ireland and Luxembourg – would be stripped away once the Brexit transition...

Fidelity Adviser Solutions 17th May 2021

Market Updates

US market review: Fresh spending plans from President Biden

US share prices rose during April as investor sentiment was boosted by President Joe Biden’s extensive spending plan.

Adviser-Hub 17th May 2021

Market Updates

UK equity income market review: Companies return value to shareholders

As investors became increasingly sanguine about prospects for the UK economic recovery, share prices generally rose during April.

Adviser-Hub 17th May 2021

Market Updates

UK equity market review: Mid-caps hit new highs

The FTSE 250 Index, whose constituents tend to be more exposed to the UK economy, hit a new all-time high during April, stoked by renewed optimism over the UK’s prospects as the economy continues to r...

Adviser-Hub 17th May 2021

Market Updates

UK bond market review: Inflation picks up

Public sector borrowing rose to £303.1 billion over the year to the end of March 2021 – £246.1 billion more than in the year to March 2020 and representing the highest level since records began in 194...

Adviser-Hub 17th May 2021

Market Updates

Global bond market review: Default rates set to remain high?

Sovereign defaults hit record levels during 2020 as the coronavirus pandemic and falling oil prices weakened credit quality.

Adviser-Hub 17th May 2021

Market Updates

Europe market review: “Double-dip” recession for Europe

Having slipped back into recession during the first three months of 2021, the eurozone fell into a “double-dip” recession.

Adviser-Hub 17th May 2021

Market Updates

Emerging markets review: India struggles with second wave

The global death toll from Covid-19 exceeded three million during April, according to Johns Hopkins University.

Adviser-Hub 17th May 2021

Partner Zone

The outlook for Europe

Sam Morse and Marcel Stötzel, portfolio managers of the Fidelity European Fund and Fidelity European Trust PLC, outline why they maintain a positive outlook for regional equities. In particular, they...

Fidelity International 14th May 2021

Fidelity_Sustainabilityengagment VIDEO

Fidelity International | Inside Fidelity: Sustainable engagement in Europe

Discover the value of engagement and how active ownership can drive positive change and benefit both shareholders and stakeholders. Here, portfolio managers Vincent Durel and Aela Cozic outline the ma...

Fidelity International 14th May 2021

Partner Zone

A new paradigm in income investing

James Dow, investment manager for Baillie Gifford’s Global Income Growth explains why he thinks this is an exciting time to be an income investor. Capital at risk and income not guaranteed.

Baillie Gifford 14th May 2021

Partner Zone

A new paradigm in income investing

James Dow, investment manager for Baillie Gifford’s Global Income Growth explains why he thinks this is an exciting time to be an income investor. Capital at risk and income not guaranteed.

Baillie Gifford 13th May 2021

Analysis & Opinion

Casting a wider net

With fixed income a tough place to generate income and dividend payouts still uncertain, investors have cast a wider net to shore up their income.

Adviser-Hub 13th May 2021

Partner Zone

Strat snippets: Tempering the taper talk

Led by the US Federal Reserve, talk of central bank tapering has been increasing over recent weeks. So how should fixed income holders approach this environment? We look at why it need not be all doom...

Fidelity International 13th May 2021

Analysis & Opinion

The Week: Europe: the advantage of low expectations

Europe’s economic data may be weak, but its corporate sector is showing a buoyant recovery – and expectations are far lower than for the buoyant US.

Adviser-Hub 12th May 2021

Partner Zone

The Asia Call: Sustainable investing

Our team shine a light on the rise of sustainable investing in Asia. As sustainability factors become an increasingly important driver of returns, we provide some real-life examples of how practices a...

Fidelity International 12th May 2021

Analysis & Opinion

Can income’s big hitters revive?

Equity income and bonds have traditionally done the heavy lifting in income portfolios. However, both areas came under pressure in 2020.

Adviser-Hub 6th May 2021

Market Updates

Global update: Optimism drives share prices in April

Global equity markets generally rose during April, buoyed by encouraging economic data from the US. The IMF upgraded its forecasts for global growth from 5.5% to 6% in 2021 and from 4.2% to 4.4% in 20...

Adviser-Hub 5th May 2021

Analysis & Opinion

The Week: Biden tops the charts for stock market performance

Unlike his predecessor, President Biden has been quiet on stock market performance in his first 100 days. While it may be tempting to boast, he is right to be cautious.

Adviser-Hub 5th May 2021

Analysis & Opinion

The Week: Why have US earnings failed to impress?

US earnings season has been a blast. Companies have been smashing it out of the park on profitability and growth as they put the pandemic behind them.

Adviser-Hub 29th Apr 2021

AHPanelD_measures VIDEO

The weak spots in adviser ESG strategies: Measurement and performance

Hosted by Cherry Reynard with Jake Moeller - Senior Investment Consultant, Square Mile/ Ben Constable Maxwell - Head of Sustainable and Impact Investing, M&G Investments/ Toby Gibb - Global Head of In...

Adviser-Hub 28th Apr 2021

Business Toolkit

An increasing number of DFMs available on FundsNetwork platform

FundsNetwork now have over 40 Discretionary Fund Managers (DFMs) available on their platform, with more joining shortly.

Fidelity Adviser Solutions 27th Apr 2021

Business Toolkit

What does it really mean to be an IFA today?

FundsNetwork’s latest study examines how advisers’ views have changed from last year and how firms are planning for the post-pandemic period.

Fidelity Adviser Solutions 27th Apr 2021

Partner Zone

Central banks need to take urgent action on climate change

We are facing a climate emergency that demands collective action. CEO Anne Richards discusses the important role that central banks need to play in helping the transition towards a low-carbon world. S...

Fidelity International 27th Apr 2021

Partner Zone

Is UK value back?

Alex Wright, portfolio manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC, outlines why the recent rally in UK value stocks and sectors could be just the start of a sustai...

Fidelity International 26th Apr 2021

ScottishMortgage23Apr21 VIDEO

Baillie Gifford | Scottish Mortgage – The Next Generation of Winners

Tom Slater, joint manager of Scottish Mortgage Investment Trust, stakes his claim with the industries he thinks the big winners of the future will come from.

Baillie Gifford 23rd Apr 2021

Partner Zone

Macro outlook

As we move through the second quarter of the year, the global recovery continues apace, although volatility and ‘mini tantrums’ are testing central bank credibility. Against this backdrop, our Global...

Fidelity International 23rd Apr 2021

Analysis & Opinion

The Week: Diminishing rewards for taking risk

The potential rewards for taking investment risk are falling: should investors be concerned about rising asset prices?

Adviser-Hub 22nd Apr 2021

Market Updates

Market briefings looking back at March

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

Adviser-Hub 21st Apr 2021

AHPanelD_Tools portfolio VIDEO

The weak spots in adviser ESG strategies: Do advisers have the tools to build a balanced portfolio?

Hosted by Cherry Reynard with Jake Moeller - Senior Investment Consultant, Square Mile/ Ben Constable Maxwell - Head of Sustainable and Impact Investing, M&G Investments/ Toby Gibb - Global Head of In...

Adviser-Hub 21st Apr 2021

Analysis & Opinion

How Covid has transformed investing

If the pandemic has changed how we work, play and live – what has been the impact on the way we invest?

Adviser-Hub 21st Apr 2021

Market Updates

US market review: Biden signs Covid Relief Bill into law

Investor sentiment in the US was buoyed during March as President Biden’s American Rescue Plan was approved and signed into law.

Adviser-Hub 20th Apr 2021

Market Updates

UK equity income market review: Equity income expected to pick up in 2021

UK share prices continued to improve during March as investors drew encouragement from the continued successful rollout of the Covid-19 vaccination programme across the country.

Adviser-Hub 20th Apr 2021

Market Updates

UK equity market review: Vaccine optimism gains traction

As coronavirus infection rates in the UK continue to subside and the vaccination programme expands, there is “light at the end of the tunnel” according to BoE Governor Andrew Bailey.

Adviser-Hub 20th Apr 2021

Market Updates

UK bond market review: 19% of the UK workforce remains on furlough

Improving investor confidence, underpinned by the ongoing rollout of Covid-19 vaccines, pushed the yield on the benchmark UK government bond to its highest level in almost two years during March.

Adviser-Hub 20th Apr 2021

Market Updates

Global bond market review: Growth hopes drive up yields

Global bond yields continued to rise throughout March as expectations for economic growth and inflation were bolstered by the global Covid-19 vaccination rollout and the passing of US President Joe Bi...

Adviser-Hub 20th Apr 2021

Market Updates

Europe market review: European investors shrug off third wave

Share prices in Europe generally strengthened during March, despite concerns over the slow rollout of the coronavirus vaccine and worries about a third wave of Covid-19 infections sweeping across the...

Adviser-Hub 20th Apr 2021

Market Updates

Emerging markets review: China eyes 6% GDP growth for 2021

Having scrapped its GDP target last May in response to the Covid-19 pandemic, China announced that it aims to achieve economic growth in excess of 6% in 2021.

Adviser-Hub 20th Apr 2021

Market Updates

Asia Japan market review: Asia set to benefit from US stimulus

The Asia Pacific region is set to benefit from a stronger global recovery, according to S&P Global Ratings.

Adviser-Hub 20th Apr 2021

Business Toolkit

Ensuring the fair treatment of vulnerable customers

The FCA recently issued Finalised Guidance FG21/1 setting out requirements firms must follow.

Fidelity Adviser Solutions 19th Apr 2021

AH Panel Discussion_Portfolio VIDEO

The weak spots in adviser ESG strategies: Constructing a portfolio

Hosted by Cherry Reynard with Jake Moeller - Senior Investment Consultant, Square Mile/ Ben Constable Maxwell - Head of Sustainable and Impact Investing, M&G Investments/ Toby Gibb - Global Head of In...

Adviser-Hub 15th Apr 2021

Analysis & Opinion

The Week: Barnett is back: can he deliver?

Mark Barnett is back with a new role alongside Paul Marriage at Tellworth. Could greater freedom and flexibility see a brighter future for the fallen star?

Adviser-Hub 14th Apr 2021

Business Toolkit

Investment Pathways

New legislation was introduced on 1 February 2021 requiring pension providers to offer Investment Pathways to certain individuals entering or topping up drawdown arrangements.

Fidelity Adviser Solutions 13th Apr 2021

Coverslide - Coal-1 VIDEO

Fidelity International | Driving positive change on coal financing

As the most heavily polluting fossil fuel, coal should have no future in the global energy mix. Through active engagement, which is the cornerstone of our sustainable investment strategy and a crucial...

Fidelity International 13th Apr 2021

Analysis & Opinion

The Week: Is the reflation trade at risk?

The reflation trade continues in earnest, with cyclical sectors leading markets in recent weeks. However, could problems in the vaccine rollout disrupt markets’ assumptions?

Adviser-Hub 7th Apr 2021

Partner Zone

Lessons in investing

Deputy manager of Scottish Mortgage Lawrence Burns shares the views of brilliant minds outside the industry that will reshape your view of what equity investing is all about.

Baillie Gifford 6th Apr 2021

Partner Zone

Lessons in investing

Deputy manager of Scottish Mortgage Lawrence Burns shares the views of brilliant minds outside the industry that will reshape your view of what equity investing is all about.

Baillie Gifford 6th Apr 2021

Market Updates

Global update: “Light at the end of the tunnel”?

The global economic outlook has improved, according to the OECD, which upgraded its growth forecasts, as vaccine rollouts gain momentum and governments – particularly the US – provide stimulus support...

Adviser-Hub 6th Apr 2021

Business Toolkit

Tax tables 2021/22 available

FundsNetwork's 2021/22 tax tables are now available, with all the rates and thresholds for the coming year.

Fidelity Adviser Solutions 5th Apr 2021

Business Toolkit

The transition from LIBOR and other IBORs

The use of the LIBOR (London Interbank Offer Rate) is expected to come to an end at the close of 2021.

Fidelity Adviser Solutions 5th Apr 2021

Business Toolkit

Do your client's understand ESG investing?

FundsNetwork’s client-friendly guide aims to decode the concept and some of the complexity around sustainable investing, to help you and your clients have better discussions around ESG.

Fidelity Adviser Solutions 5th Apr 2021

Partner Zone

Analyst Survey 2021 - Counting down the days

Each year we survey our analyst team across the globe to take the pulse of the corporate landscape. Unlike many other top-down macro surveys, the research starts at the bottom-up, aggregating individu...

Fidelity International 31st Mar 2021

FIL_Realengagement Partner Zone

Sustainable investing

Active engagement is at the heart of our approach to sustainable investing. We believe it is the most effective way to influence corporate behaviour, build a more sustainable future and, ultimately...

Fidelity International 31st Mar 2021

Partner Zone

Asian equities: Flows vs friction

Paras Anand, CIO of Asset Management, Asia Pacific sets out the case for why growth opportunities in post-pandemic Asia are positioned to propel a long-term boom in equity capital markets. The region...

Fidelity International 31st Mar 2021

Partner Zone

Upcoming live webcasts with our investment team

Stay informed of our latest views on the outlook for global markets and the key factors and themes that are influencing our portfolio positioning.

Fidelity International 31st Mar 2021

Fil_Hot_airballoons Partner Zone

Our Sustainable family of funds

These funds are built on our core approach to sustainable investing, with an enhanced sustainable investing framework based on three pillars in order to deliver outcomes with a specific focus on su...

Fidelity International 31st Mar 2021

Analysis & Opinion

The Week: Why didn’t Deliveroo deliver?

Deliveroo’s IPO fell flat in early trading: it may be a temporary blip.

Adviser-Hub 31st Mar 2021

FIL_Coverslide VIDEO

Fidelity International | Our approach to sustainable investing

Focused on long-term sustainable outcomes, our approach to sustainable investing is based on three key pillars: corporate engagement, collaboration and integrated sustainability analysis. Watch our sh...

Fidelity International 31st Mar 2021

Analysis & Opinion

Picking the right sustainable fund: three questions to ask

There is more choice than ever for those that want to invest with purpose. There will be vanilla ESG funds, through to highly specialised impact or thematic funds.

Adviser-Hub 30th Mar 2021

Partner Zone

Fixed Income Spotlight: Emerging markets

Our fixed income investment team debate the outlook and opportunities across emerging markets and specifically China. While 2020 was certainly an eventful year, with aggregate valuations relatively at...

Fidelity International 29th Mar 2021

Partner Zone

The great fiscal pivot

The Covid-19 pandemic has accelerated numerous pre-existing macroeconomic trends, including a dramatic rise in global debt. Our global macro and strategic asset allocation team examines the primary dr...

Fidelity International 28th Mar 2021

Analysis & Opinion

The Week: Lessons from a veteran investor

James Anderson’s may be leaving Baillie Gifford in April next year, but the investment philosophy he has put in place looks set to thrive long after his departure.

Adviser-Hub 25th Mar 2021

Analysis & Opinion

Is your ESG manager any good?

One of the thorniest issues for advisers has been how to measure ESG, impact or sustainable fund performance and then explain that performance clearly to clients.

Adviser-Hub 24th Mar 2021

Market Updates

Global bond market review: Global bond sell-off in February

Global bond yields surged during February as hopes over economic recovery and speculation over rising inflationary pressures prompted investors to sell off global bonds.

Adviser-Hub 22nd Mar 2021

Market Updates

Europe market review: Economic confidence improves in Europe

Former President of the European Central Bank (ECB) Mario Draghi took the helm of Italy’s government during February.

Adviser-Hub 22nd Mar 2021

Market Updates

Asian Japan market review: Nikkei reaches 30-year closing high

Japan’s economy expanded by 3% year on year during the final quarter of 2020, having grown by 5.3% in the previous quarter.

Adviser-Hub 22nd Mar 2021

Market Updates

Market briefings looking back at February

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

Adviser-Hub 22nd Mar 2021

Partner Zone

A year in a bubble

In recent weeks, Google search trends for the phrase “stock market bubble” have reached record levels. Fidelity Global Special Situations Fund Portfolio Manager Jeremy Podger shares his...

Fidelity International 19th Mar 2021

FilAnalyst SurveyMar21 VIDEO

Fidelity International | Fidelity’s Analyst Survey 2021

Our annual Analyst Survey canvases Fidelity’s 140 sector experts globally for a detailed picture of how they expect to see their companies perform in the coming year. Fidelity’s Global Head of Researc...

Fidelity International 19th Mar 2021

Analysis & Opinion

The Week: Are there any silver linings for commercial property?

From Brexit to Covid to ecommerce and agile working, there have been a litany of problems for the commercial property sector. Could there be better times ahead?

Adviser-Hub 18th Mar 2021

Market Updates

UK bond market review: Letting the inflationary cat out of the bag?

Gilt prices fell and yields rose following the announcement of a gradual lifting of Covid-19 restrictions as investors considered the likelihood that inflationary pressures will start to build and the...

Adviser-Hub 18th Mar 2021

Partner Zone

Analyst Survey 2021: Race is on to achieve net zero

European companies are leading the way to net zero, according to our global survey of Fidelity International analysts. But with sustainability continuing to climb the agenda in North America and elsew...

Fidelity International 18th Mar 2021

Partner Zone

China takes a breather

Chinese equities have been caught in the storm of the reflation trade, with rising US real rates putting pressure on equity market valuations. While this dynamic may continue in the near-term, we outl...

Fidelity International 17th Mar 2021

Market Updates

US market review: Rising speculation over inflation

Having reached a fresh all-time high in the middle of February, the technology-rich Nasdaq Index fell towards the end of the month.

Adviser-Hub 16th Mar 2021

Market Updates

UK equity income market review: Banks resume dividend payouts

During February, investment sentiment was buoyed by significant progress in the UK’s vaccination programme, followed by confirmation that lockdown measures are set to be eased from March onwards.

Adviser-Hub 16th Mar 2021

Market Updates

UK equity market review: The end of lockdown beckons

UK investor sentiment was boosted in February by evidence that the UK’s Covid-19 vaccination programme is progressing well: more than 20 million people had received their first jab by the end of the m...

Adviser-Hub 16th Mar 2021

Analysis & Opinion

The right tools: is it possible to build a balanced ESG portfolio?

Just in case anyone still thought that ESG was a fad, 2020 showed otherwise.

Adviser-Hub 16th Mar 2021

Market Updates

Market View: A year in a bubble

As Google search trends for “stock market bubble” reach record levels, Fidelity Global Special Situations Fund Portfolio Manager Jeremy Podger examines the current state of markets

Fidelity International 12th Mar 2021

BFManagedFundManagerFEB21 VIDEO

Baillie Gifford | Manager Insights

Hear from Steven Hay and Iain McCombie, investment managers from Baillie Gifford’s Managed Fund, as they reflect on 2020 and look forward to what’s to come.

Baillie Gifford 11th Mar 2021

Analysis & Opinion

The Week: The fixed income reckoning

The year has started badly for fixed income, but ultimately, it may bring greater opportunity as yields rise.

Adviser-Hub 10th Mar 2021

Partner Zone

An acceleration of megatrends

Amid all the uncertainty of 2020, what does this mean for Baillie Gifford’s American Fund? Read the latest issue of Enlightenment, Baillie Gifford’s funds magazine.

Baillie Gifford 9th Mar 2021

Partner Zone

An acceleration of megatrends

Amid all the uncertainty of 2020, what does this mean for Baillie Gifford’s American Fund? Read the latest issue of Enlightenment, Baillie Gifford’s funds magazine.

Baillie Gifford 9th Mar 2021

Business Toolkit

Increase to the NMPA: a brief examination of the consultation paper

The Government has recently reaffirmed its intention to increase the normal minimum pension age (NMPA) from 55 to 57 from 6 April 2028. Paul Kennedy, FundsNetwork's tax expert, takes a look at some sa...

Fidelity Adviser Solutions 8th Mar 2021

Market Updates

The Week: Will listings shake-up draw businesses to the UK?

The Hill Review recommends changes to the UK listing rules. It may help shake off the fuddy-duddy reputation of UK markets.

Adviser-Hub 3rd Mar 2021

Market Updates

Global update: Concerns grow over inflation

Although most major equity indices ended February in positive territory, the month finished on a question-mark.

Adviser-Hub 3rd Mar 2021

Analysis & Opinion

Will the SFDR fill advisers’ ESG gaps?

New legislation due to come into effect in March promises to pave the way for better reporting and disclosure of ESG risks.

Adviser-Hub 25th Feb 2021

Analysis & Opinion

The Week: All change for fixed income

It’s starting to get nasty in fixed income markets, with yield rising and prices tumbling. Is this the moment the ‘lower for longer’ trade finally comes to an end?

Adviser-Hub 24th Feb 2021

Market Updates

Why this may be Asia’s century…and why it might not

The world is used to dancing to the US’s beat. The US has been economically, culturally and militarily dominant for much of the last sixty years. However, recent events have weakened its hand.

Adviser-Hub 19th Feb 2021

Market Updates

Market briefings looking back at January

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

Adviser-Hub 17th Feb 2021

Market Updates

The Week: Woodford’s back…and he’s right about one thing

It’s safe to say Neil Woodford’s comeback hasn’t been universally welcomed.

Adviser-Hub 17th Feb 2021

Market Updates

US market review: President Biden takes office

Politics and economics were intertwined in the US during January as President Joe Biden took office. America’s 46th President has inherited a faltering economy.

Adviser-Hub 16th Feb 2021

Market Updates

UK equity income market review: Dividends fall to eight-year low

Eight years of growth was wiped off UK dividends during 2020, according to Link Group’s Dividend Monitor. Dividend payments fell by at a headline rate of 44% year on year.

Adviser-Hub 16th Feb 2021

Market Updates

UK equity market review: Fresh lockdown for the UK

As Covid-19 infection rates continued to spread during December and into January, new lockdown measures were imposed across the UK.

Adviser-Hub 16th Feb 2021

Market Updates

UK bond market review: Lacklustre outlook for the UK economy

The yield on the benchmark UK gilt dipped early in January as Prime Minister Boris Johnson announced fresh lockdown measures to stem a rapid increase in Covid-19 infections.

Adviser-Hub 16th Feb 2021

Market Updates

Global bond market review: Bond yields lifted by hopes of US stimulus spending

Global bond yields rose during January as the news that the Democratic party had gained control of the US Senate stoked hopes of higher stimulus spending and a consequent boost to inflation.

Adviser-Hub 16th Feb 2021

Market Updates

Europe market review: Outlook for Europe remains subdued

Europe was blighted by a fresh wave of lockdown measures during January in response to rising Covid-19 infection rates. Economic activity in the eurozone is unlikely to recover to pre-pandemic levels...

Adviser-Hub 16th Feb 2021

Market Updates

Emerging market review: China posts best quarterly growth for two years

China’s economy achieved its most rapid quarterly expansion for two years during the final three months of 2020, posting growth of 6.5% during the period.

Adviser-Hub 16th Feb 2021

Market Updates

Asia Japan market review: Hopes of US stimulus boost sentiment

Despite a surge in Covid-19 infections that led to a state of emergency being declared in the four prefectures of Tokyo, Chiba, Saitama, and Kanagawa, Japan’s benchmark Nikkei 225 Index reached a thre...

Adviser-Hub 16th Feb 2021

Partner Zone

Serving a purpose

As we move into the recovery phase of the pandemic, Fidelity Global Focus Fund Manager Amit Lodha examines the strong linear relationship between companies with a high ESG rating and their valuation m...

Fidelity International 15th Feb 2021

Partner Zone

China, the West and the rest: progress on vaccine rollouts

Our health care analyst discusses the wide-ranging approaches taken by countries across the globe to vaccinate their populations and what that might mean for a global recovery - in health and in wealt...

Fidelity International 15th Feb 2021

Partner Zone

Inside Fidelity: Sustainable engagement

Discover the value of engagement and how active ownership can drive positive change and benefit both shareholders and stakeholders. In the first of our 2021 quarterly series, we outline our current ke...

Fidelity International 15th Feb 2021

Fidelity15Feb21 VIDEO

Fidelity International | Fidelity Live: The Analysts

Fidelity’s Global Head of Investment Research, Ned Salter is joined by analysts Juliet Pursaill and Federico Wynne, where they discuss the sentiment shifts they're seeing across their respective secto...

Fidelity International 15th Feb 2021

Market Updates

5 things to know about ‘The Great Reset’

The Great Reset is a new initiative from the World Economic Forum and the Prince of Wales, designed to guide governments across the world down the path to a more resilient, sustainable world beyond co...

Adviser-Hub 15th Feb 2021

Market Updates

Inflation – are you scared?

Inflation has gone from bogeyman to benign, but could that be about to change as economies revive?

Adviser-Hub 10th Feb 2021

Market Updates

The Week: Stock markets: a year since the crash

Even though markets have recovered since the crash in February 2020, they have held plenty of surprises for investors.

Adviser-Hub 10th Feb 2021

Business Toolkit

FundsNetwork's Pension and ISA allowances guide

FundsNetwork's client guide ‘Reap the benefits of tax efficient savings’ provides the key tax information that your clients need to make the most of their annual allowances.

Fidelity Adviser Solutions 9th Feb 2021

Business Toolkit

What is ESG?

How many of us think about where our money goes? Are we worried about climate change and how our money is invested?

Fidelity Adviser Solutions 9th Feb 2021

Business Toolkit

Re-registration – are you up to speed with the FCA’s new rules?

From 1 February 2021, to facilitate more platform-to-platform switching, new FCA rules have come into force.

Fidelity Adviser Solutions 9th Feb 2021

Partner Zone

Global Environment Fund

Seeks to capture the structural decarbonisation growth story – investing in companies that are driving the transition to a low carbon world.

Ninety One 5th Feb 2021

Market Updates

The Week: The new-found enthusiasm for emerging markets

Investors have been showing renewed interest in emerging markets. Is this the right way to play the reflation trade?

Adviser-Hub 4th Feb 2021

Market Updates

Diversified Income Fund

A defensive return fund aiming to provide an attractive level of income with growth over the long term, through an actively managed defensive portfolio. It targets an attractive, sustainable yield of...

Adviser-Hub 4th Feb 2021

Market Updates

Global update: “Unintended consequences”

Financial markets are becoming increasingly vulnerable to a sharp correction that would, in turn, jeopardise stability, according to the International Monetary Fund (IMF).

Adviser-Hub 2nd Feb 2021

Partner Zone

UK Sustainable Equity Fund

Investing in companies making a positive contribution to the future of society and the environment.

Ninety One 1st Feb 2021

Partner Zone

Global Total Return Credit Fund

A dynamically managed, diversified, global credit solution seeking an attractive yield in today's low-yielding markets.

Ninety One 31st Jan 2021

Partner Zone

American Franchise

A differentiated Quality approach to American equity investing.

Ninety One 28th Jan 2021

Partner Zone

Asia Pacific Franchise Fund

A Quality approach focused on the growth engine of the world. The expanding opportunity set in Asia, we believe, provides a highly investable, liquid and diverse group of exceptional quality compan...

Ninety One 28th Jan 2021

Partner Zone

UK Equity Income

A core UK equity income fund focused on sustainable dividend growth, investing in attractively valued quality businesses.

Ninety One 27th Jan 2021

Market Updates

The Week: Vaccine worries and the stock market bubble

2021 is not panning out as we planned. It’s delivered more lockdowns, new Covid-19 strains and a fresh assault on the global economy. Should stock market bubble be added to the list of concerns?

Adviser-Hub 27th Jan 2021

Partner Zone

Diversified Income Fund

A tried and tested defensive return strategy with a proven track record of protecting the downside in weak markets and capturing the upside in less challenging conditions.

Ninety One 27th Jan 2021

Partner Zone

Global Macro Allocation

A flexible multi-asset strategy aiming to compound high total returns through time.

Ninety One 26th Jan 2021

Business Toolkit

Tax year end – supporting you at home or from the office

FundsNetwork’s tax year end hub is live with everything you need to keep your business moving during this busy time.

Fidelity Adviser Solutions 26th Jan 2021

BNYMellonSustainable-Talkingfactsheet VIDEO

BNY Mellon Sustainable Global Dynamic Bond: Square Mile Talking Factsheet

A solid sustainable global fixed income fund with a focus on capital preservation.

Adviser-Hub 25th Jan 2021

Market Updates

Market briefings looking back at December

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

Adviser-Hub 20th Jan 2021

Market Updates

Asian Japan market review: Japanese exports disappoint

Weak trade data dealt a blow to Japanese investors during December. Exports had grown at an annualised rate of only 0.2% in October, raising hopes that they would achieve some long-awaited growth in N...

Adviser-Hub 20th Jan 2021

Market Updates

The Week: A new broom at the White House

Joe Biden takes on a raft of seemingly intractable problems when he takes office this week, but the buoyant US stock market hasn’t been one of them.

Adviser-Hub 20th Jan 2021

Market Updates

US market review: US equities end 2020 strongly

Share prices rose strongly in the US during December, boosted by the news that President Donald Trump had – despite raising many objections – signed into law a coronavirus relief package worth US$900...

Adviser-Hub 19th Jan 2021

Market Updates

UK equity income market review: Dividends set to pick up in Q2 2021

Global dividends are calculated to have fallen during 2020 at a headline rate of 15.7% in a best-case scenario and by 18.5% in a worst-case scenario, according to Janus Henderson’s Global Dividend Ind...

Adviser-Hub 19th Jan 2021

Market Updates

UK equity market review: Worst year for the FTSE 100 since 2008

With a matter of days left before the end of the transition period, the UK and EU finally reached a post-Brexit trade deal.

Adviser-Hub 19th Jan 2021

Market Updates

UK bond market review: Investors welcome post-Brexit trade deal

The yield on the benchmark UK gilt fell from 0.31% to 0.20% over December as a whole as investors reacted to the news of tightening coronavirus-related restrictions in response to rising infection rat...

Adviser-Hub 19th Jan 2021

Market Updates

Global bond market review: A challenging outlook for sovereigns

2021 is expected to be a challenging year for lower-rated sovereigns. There were six sovereign defaults during 2020 – Argentina, Belize, Lebanon, Ecuador, Suriname, and Zambia.

Adviser-Hub 18th Jan 2021

Market Updates

Europe market review: Europe welcomes post-Brexit trade deal

European equity markets generally welcomed the news that the UK and EU had finally managed to thrash out a post-Brexit trade deal with only a week left before the end of the transition period.

Adviser-Hub 18th Jan 2021

Market Updates

Emerging market review: Brazil exits recession

Brazil emerged from recession during the third quarter of 2020: the country’s economy grew by 7.7%, posting its strongest growth since 1996.

Adviser-Hub 18th Jan 2021

Partner Zone

Resilience amid uncertainty

Fidelity Global Dividend Fund portfolio manager Dan Roberts sets out the case for focusing on quality and sustainable businesses in 2021 to produce resilient and growing income streams. He also discus...

Fidelity International 14th Jan 2021

Partner Zone

Chinese consumption: accelerating and evolving

Consumer behaviour patterns are shifting online globally and nowhere is this more pervasive than in China. Hyomi Jie, portfolio manager of the Fidelity China Consumer Fund, discusses how the digitisat...

Fidelity International 14th Jan 2021

Partner Zone

The macro view

The opening days of the new year have already seen some significant events on the political front, both at home and overseas. Keep up-to-date with our latest views on the Brexit agreement and the US S...

Fidelity International 14th Jan 2021

Market Updates

The Week: Will the SFDR change the world?

A new raft of EU disclosure requirements on sustainability are in the offing. What are the implications for investors?

Adviser-Hub 13th Jan 2021

Market Updates

The Week: Muted reaction to eleventh-hour Brexit deal

After considerable wrangling, the UK and EU have finally agreed a deal. Why aren’t financial markets more excited?

Adviser-Hub 6th Jan 2021

Market Updates

Global update: Shares advance on vaccine optimism

After a tumultuous year in which the coronavirus pandemic gripped the world, many major stock markets ended 2020 in positive territory.

Adviser-Hub 5th Jan 2021

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