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