Adviser Hub articles

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, i...

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 susta...

Fidelity International 31st Mar 2021

Article-Global-03-2019 Market Updates

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

Article-Animals-Bear-01-2019 Market Updates

Analysis & Opinion: Five important questions about impact bonds

Impact bonds are an important investment option that has made big strides in recent years – how can they help to make the world more sustainable?

Adviser-Hub 30th Mar 2021

Article-Chart-05-2019 Market Updates

Analysis & Opinion: Which equity sectors can combat higher inflation?

Some investors are worried that inflation is set to rise. Schroders’ Sean Markowicz, Strategist, Research and Analytics, assesses which equity sectors could prove most resilient.

Adviser-Hub 30th Mar 2021

Article-Direction-05-2019 Market Updates

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

MG31March21 VIDEO

M&G Investments | Should we fear an inflation shock?

The bond market spooked investors once more, with rising yields on inflation fears the main focus of attention in February. The M&G multi asset team highlight inconsistencies between the reasons put f...

M&G Investments 29th 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

MGPartcont18.03.21 Partner Zone

M&G Public Fixed Income

M&G Public Fixed Income looking at fixed income investing in a rising inflation environment.

M&G Investments 26th Mar 2021

Article-Direction-03-2019 Market Updates

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

Article-Change-01-2019 Market Updates

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

Sanlam_Freele Business Toolkit

Freeze on the Standard Lifetime Allowance – points to consider

The Lifetime Allowance was expected to increase this year but it’s been announced that it is frozen until April 2026.  Whilst short term this is not material, no increases for the next five tax years...

Sanlam 24th Mar 2021

Sanlambudget21 Business Toolkit

Budget 2021: 5 reasons to review your clients

While the Budget didn’t yield many surprises, the freezing of tax allowances will have an impact on client. Here are five reasons why it’s a good time to review client tax planning.

Sanlam 23rd Mar 2021

MGTargetsolutions Partner Zone

Targeting solutions for the planet through impact investing

We believe there are huge opportunities for innovative companies to successfully deliver viable products and services that help solve some of the world’s most pressing environmental challenges.

M&G Investments 22nd Mar 2021

Article-Chart-01-2019 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

Article-Europe-01-2019 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

Article-Japan-01-2019 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

Article-Global-01-2019 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

Sanlam_Timeisticking Business Toolkit

End of tax year – time is ticking

Tax year end is fast approaching. Sanlam outline the important deadlines for sending applications and other top-ups to ensure your clients’ money is invested for this tax year.

Sanlam 22nd Mar 2021

Sanlam_Gettingready Business Toolkit

Getting ready for tax year end – simple tax planning ideas

As this tax year draws to a close and we look towards a new one opening, it is time to take stock and ensure that we have utilised all the exemption and allowances permitted giving the most tax effici...

Sanlam 21st 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 views on the c...

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

Article-balance-01-2019 Market Updates

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

Article-Change-01-2019 Market Updates

Analysis & Opinion: Should we fear an inflation shock?

M&G's multi asset team highlights inconsistencies between the reasons put forward for the rise in yields and the actual facts.

M&G Investments 18th Mar 2021

Article-Chart-05-2019 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

Article-Buildings-FED-01-2019 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

Article-Chart-04-2019 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

Article-London-01-2019 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

Article-Infrastructure-01-2019 Market Updates

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

SanlamOnshoreMar21 Partner Zone

Onshore bonds, a product of the past or a tax wrapper of the future?

Onshore bonds were once the tax wrapper of choice, but in recent years international investment bonds and collective investments have been favoured by many advisers and their clients. But with capital...

Sanlam 15th Mar 2021

SanlamMarketOtlkMar1621 Partner Zone

A strong outlook for economic growth

A year on from the arrival of a global pandemic, and we finally have reason to feel optimistic again. The government has laid down a roadmap to normal life, and key data indicators are already pointin...

Sanlam 15th Mar 2021

mginvmonthly-4 Partner Zone

Should we fear an inflation shock?

The bond market spooked investors once more, with rising yields on inflation fears the main focus of attention in February. The M&G multi asset team highlight inconsistencies between the reasons put f...

M&G Investments 15th Mar 2021

Sanlambudget21 Partner Zone

Budget 2021: 5 reasons to review your clients

While the Spring Budget didn’t yield as many surprises as predicted, the freezing of all tax allowances will have an impact on clients over the next five years. In addition, ‘Tax Day’ on 23rd March co...

Sanlam 14th Mar 2021

mgBudget 2021 Partner Zone

UK Budget 2021: What stands out for investors?

The first Budget from the UK’s Chancellor of the Exchequer, Rishi Sunak, was delivered on the same day in March 2020 that the global COVID-19 pandemic was officially declared.

M&G Investments 14th Mar 2021

Sanlam_Freele Partner Zone

Freeze on the Standard Lifetime Allowance – points to consider

The Lifetime Allowance was expected to increase this year but it’s been announced that it is frozen until April 2026.  Whilst short term this is not material, no increases for the next five tax years...

Sanlam 13th Mar 2021

Article-Chart-03-2019 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

Article-Direction-03-2019 Market Updates

Analysis & Opinion: Is pent-up demand a coiled spring … or a slinky?

The durable goods boom of the past year is unlikely to be repeated, removing a key input to drive post-pandemic inflation

Jupiter Asset Management 12th Mar 2021

Article-Grow-02-2019 Market Updates

Analysis & Opinion: The big squeeze

Investment Specialist Kirsty Clark highlights the leaders and laggards during February’s market rotation

M&G Investments 12th Mar 2021

Sanlam_Timeisticking Business Toolkit

End of tax year – time is ticking

Tax year end is fast approaching. Sanlam outline the important deadlines for sending applications and other top-ups to ensure your clients’ money is invested for this tax year.

Sanlam 12th Mar 2021

SQM_BNYMLongTerm11Mar21 Partner Zone

BNY Mellon Long Term Global Equity: Talking Factsheet

A global equity fund with a simple mantra of investing in high quality companies and holding them for the long term. Watch the Talking Factsheet to hear thoughts and opinion from Square Mile.

Square Mile Research 11th Mar 2021

SQM_RIVERMERCANMAR2021 Partner Zone

ES River & Mercantile UK Recovery: Talking Factsheet

A high risk and reward UK equity fund that is not for the faint-hearted. Watch Square Mile’s Talking Factsheet for more information on what you can expect from this strategy.

Square Mile Research 11th Mar 2021

TW_Curt Custard_Headshot_300x150_01 Partner Zone

Talking with...

Curt Custard, Chief Investment Officer at Newton Investment Management

Square Mile Research 11th Mar 2021

SchrodersGlobC11Mar21 VIDEO

Schroders | Global Cities: Volatility and opportunity

Tom Walker, reflects on the volatility at the start of the year and how this has played out in the Real Estate sector.

Schroders 11th 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

TailoredInvestment Partner Zone

Research

Square Mile's research is fuelled by a qualitative process, looking beyond what a fund does and how it is whether it represents good value for investors.

Square Mile Research 11th Mar 2021

SQM_BNYMLongTerm11Mar21 VIDEO

BNY Mellon Long Term Global Equity: Talking Factsheet

A global equity fund with a simple mantra of investing in high quality companies and holding them for the long term.

Square Mile Research 11th Mar 2021

Portfolios Partner Zone

Bespoke managed portfolios

- Risk-targeted portfolios constructed to achieve specific outcomes<br /> - Consistent with advisers' risks grading tools<br /> - Operate across a range of administrative platforms<br />

Square Mile Research 10th Mar 2021

TW_Dr Paul Jourdan_Headshot Partner Zone

Talking with...

Dr Paul Jourdan, Fund manager of UK Smaller Companies Fund and Co-Founder at Amati Global Investors

Square Mile Research 10th Mar 2021

Article-Chart-05-2019 Market Updates

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

AcademyofFunds_Banner Market Updates

Academy of Funds

Visit Square Mile’s free-to-access Academy of Funds to access our latest research and opinion across over 300 funds, including our newly launched Fund Dashboard.

Adviser-Hub 10th Mar 2021

Governance&Oversight Partner Zone

Governance and oversight support

- Consultancy service bespoke to each client<br /> - Drawing from our knowledge bank of 17 independent researchers<br /> - We can design and review recommended fund panels<br />

Square Mile Research 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

Article-Infrastructure-01-2019 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

Article-Pension-01-2019 Business Toolkit

Taking CII pension exams next month?

With over five hours of content, broken down in snippets of eight-minute tutorials, our library of retirement technical videos can help you prepare for CII pension exams.

FundsNetwork 8th Mar 2021

Article-Grow-02-2019 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...

FundsNetwork 8th Mar 2021

Article-Pension-01-2019 Business Toolkit

Pension contributions at tax year end – an ‘aide memoire’

Our tax and pension experts, Paul Kennedy and Paul Squirrell, take a step-by-step approach to pension contributions from the critical starting point of tax relief.

FundsNetwork 8th Mar 2021

TailoredInvestment Partner Zone

Tailored investment process advice

Sub-advisory support for authorised investment managers on their investment process<br /> Strategic asset allocation through to portfolio construction, fund selection and blending<br /> Tailored ser...

Square Mile Research 8th Mar 2021

PA in association withAXAIM4Mar21 VIDEO

AXA IM | Ten years in charge: AXA Framlington UK Mid Cap

Julian Marr, Group Editor at Portfolio Adviser, talks to Chris St John about the past ten years of running the AXA Framlington UK Mid Cap strategy. Amongst other areas, Chris covers why they launched...

AXA Investment Managers 4th Mar 2021

SQM_RIVERMERCANMAR2021 VIDEO

River & Mercantile UK Recovery fund: Square Mile Talking Factsheet

A high risk and reward UK equity fund that is not for the faint-hearted.

Square Mile Research 3rd Mar 2021

Article-Direction-03-2019 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

Article-Chart-04-2019 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

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