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
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
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
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
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
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
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
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
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
Baillie Gifford Multi Asset Income Fund: Retrospective
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
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
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
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
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
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
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
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...
The Past is a Foreign Country
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 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
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 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...
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...
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...
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
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.
Global update: The beginning of the end
The US Federal Reserve may start to reduce its stimulus measures sooner than expected.
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
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