articles from Adviser Hub

Adviser Hub articles

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...

FundsNetwork 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...

FundsNetwork 27th May 2021

Business Toolkit

Protect your inbox from hackers

‘Email takeover’ is becoming a very common feature of financial fraud and advice firms and their clients are commonly targeted. The good news is there are some simple steps you can take to...

FundsNetwork 27th May 2021

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

Market Updates

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

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

Market Updates

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

Market Updates

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...

FundsNetwork 17th May 2021

VIDEO

M&G Investments | M&G Global Macro Bond Fund: Answering the three big bond questions

Jim Leaviss, CIO Public Fixed Income, Eva Sun-Wai, Fund Manager & Andrew Eve, Investment Specialist answer the three big bond questions.

M&G Investments 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

VIDEO

Schroder Asian Alpha Plus: Square Mile Talking Factsheet

The Schroder Asian Alpha Plus fund, investing in a portfolio of Asian equities (excluding Japan), is an attractive Asian equity offering for long-term investors.

Square Mile Research 15th May 2021

VIDEO

Schroder Income Maximiser: Square Mile Talking Factsheet

High yielding UK equity fund with a contrarian investment approach.

Square Mile Research 15th May 2021

VIDEO

Schroder Asian Income fund: Square Mile Talking Factsheet

Paul Angell, Investment Research Analyst, explores the Schroder Asian Income fund. Run by a seasoned investor, this is a long-term attractive income-oriented strategy.

Square Mile Research 15th May 2021

VIDEO

Schroder Strategic Credit: Square Mile Talking Factsheet

Investment Research Analyst Eduardo Sanchez explores the Schroder Strategic Credit fund, deemed a flexible, short-dated corporate bond fund.

Square Mile Research 15th 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

VIDEO

Fidelity | 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 multi asset approach to ESG integration

Significant growth of ESG integrated strategies.

M&G Investments 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

Market Updates

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

Market Updates

Analysis & Opinion: US$6 trillion spending plans show Joe is far from "Sleepy"

Biden is in a hurry, pledging US$6 trillion for Covid recovery, infrastructure rebuilds, and the green economy. But will he succeed?

Adviser-Hub 13th May 2021

Market Updates

Analysis & Opinion: A multi-asset approach to ESG integration

When it comes to combining top-down and bottom-up investment decisions, ESG integration can become more complex.

Adviser-Hub 13th May 2021

Partner Zone

M&G Global Macro Bond Fund: Answering the three big bond questions

Watch Jim Leaviss, CIO Public Fixed Income, Eva Sun-Wai, Fund Manager & Andrew Eve, Investment Specialist answering the three big bond questions.

M&G Investments 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

Market Updates

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

VIDEO

Sanlam | Why Hybrid Capital over High Yield?

Why should you consider Hybrid Capital over traditional High Yield investments? Watch as Sanlam’s Peter Doherty, Head of Fixed Income, assesses the fixed income market outlook and explains why Hybrid...

Sanlam 11th May 2021

Market Updates

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

Market Updates

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

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FundsNetwork 53

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M&G Investments 77

Misc 64

Ninety One 27

Sanlam 42

Schroders 104

Square Mile Research 109

Various 8

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