Adviser-Hub articles

hubinfation1 VIDEO

What’s next for inflation and interest rates?

The path of inflation and interest rates has preoccupied investors in 2022. With inflationary pressures apparently easing, will central banks hold their course on rate...

Adviser-Hub 20th Dec 2022

Partner Zone

Scottish Mortgage Investment Trust: Manager Update

Tom Slater and Lawrence Burns discuss three topics on shareholders’ minds – portfolio performance, China, and the future outlook. Capital at risk.

Baillie Gifford 15th Dec 2022

hubthemes_outlook2023 VIDEO

Hub Themes | Outlook 2023

2022 has been a year that’s generated more questions than answers. Inflation has surged, monetary policy has tightened, and economic growth is faltering against a backdrop of geopolitical unc...

Adviser-Hub 15th Dec 2022

Market Updates

US interest rate update: Staying the course

US interest rates continued on their upward trajectory during December, although central bank policymakers moderated the pace of their tightening action.

Adviser-Hub 15th Dec 2022

Market Updates

UK interest rate update: Ninth increase for UK rates

The Bank of England (BoE) implemented its ninth consecutive interest rate increase at the Monetary Policy Committee’s (MPC’s) December meeting. Six policymakers voted in favour of a 50...

Adviser-Hub 15th Dec 2022

Market Updates

Global updates: The Fed’s next step…

Global equity markets generally built on October’s gains during November as investors became increasingly hopeful that the US Federal Reserve was considering a slowdown in the future pace of...

Adviser-Hub 14th Dec 2022

Market Updates

UK market review: A bleak midwinter for the UK?

UK households face their largest decline in living standards since records began in 1956, according to the Office for Budget Responsibility, which predicted that household incomes.

Adviser-Hub 14th Dec 2022

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 14th Dec 2022

Analysis & Opinion

The Week: Bargain-hunting in investment trusts

The pain of 2022 has been felt just as fiercely in the investment trust sector as the open-ended sector, but it has left some sectors looking appealing. 

Adviser-Hub 14th Dec 2022

Partner Zone

Upcoming webinars

View all our on-demand and upcoming webinars.

Capital Group 13th Dec 2022

Partner Zone

Funds

Discover key funds that aim at today's market opportunities.

Capital Group 13th Dec 2022

Business Toolkit

Changes to UK taxation and the potential impact on clients

As the dust settles on the fourth budget of 2022, Fidelity's Paul Squirrell looks at some of the financial planning considerations as a result of the proposed changes...

Fidelity Adviser Solutions 12th Dec 2022

Partner Zone

2023 Outlook: European energy demand picture could spell milder recession

The market pivot away from growth stocks over the past year has brought the dividend component of total stock returns back into focus.

Capital Group 12th Dec 2022

Analysis & Opinion

The Week: Back to the race in China?

China's easing of its zero Covid policy may reverse the slowdown in the country's growth rate, but could it come with some unitended consequences?

Adviser-Hub 8th Dec 2022

Analysis & Opinion

Implications of COP 27

Fidelity portfolio managers Velislava Dimitrova and Cornelia Furse discuss the main outcomes of the recently concluded COP 27 event and the implications for decarbonisation.

Fidelity International 8th Dec 2022

Partner Zone

Valuations beginning to look interesting

Fidelity Global Special Situations Fund portfolio manager Jeremy Podger believes valuations are now begi...

Fidelity International 6th Dec 2022

Partner Zone

What happens next depends on the Fed

Global Head of Macro & Strategic Asset Allocation Salman Ahmed analyses the confluence of challenges...

Fidelity International 6th Dec 2022

Partner Zone

Capitalising on Asia’s improving ESG trajectory

Amid an uncertain macro environment, Fidelity Sustainable Asia Equity Fund portfolio manager Dhananjay P...

Fidelity International 5th Dec 2022

Analysis & Opinion

Position for growth in 2023

As the interest rate environment begins to normalise in 2023, Ninety One believes investors should seek exposure to those companies with access to growth opportunities.

Ninety One 5th Dec 2022

ahje_asianstock Analysis & Opinion

Market view: The outlook for Asian stock markets

In our latest Adviser-Hub panel discussion, Jason Pidcock, manager of the Jupiter Asian Income fund, and Sunny Romo, equities investment director at M&G Investments, discuss the resilience of A...

Adviser-Hub 5th Dec 2022

Analysis & Opinion

The Week: An unpopular rally

The stock market has been on a bull run over the past two months, but investors don’t believe it can last.

Adviser-Hub 30th Nov 2022

Business Toolkit

Fidelity Adviser Solutions Pension Forum: Taking PCLS after age 75

A client is approaching age 75 and still has some uncrystallised money purchase benefits remaining. What are the rules for taking Pension Commencement Lump Sum payments beyond th...

Adviser-Hub 28th Nov 2022

Analysis & Opinion

The Week: Dollar reversal: the implications

Dollar strength has been a factor for much of the past 12 months. As it starts to shift, how will financial markets respond?

Adviser-Hub 23rd Nov 2022

Analysis & Opinion

Positive Change update

Join Baillie Gifford's investment manager Lee Qian and investment specialist Rosie Rankin as they giva an update on the Positive Change portfolio and why we should remain optimistic for the fut...

Ninety One 22nd Nov 2022

HubThemes-Energy VIDEO

Hub Themes | Energy

Energy supply, energy security, energy prices, the energy transition … energy is the issue that’s touching every area of our lives. Find out what’s happening, why it’s happ...

Adviser-Hub 21st Nov 2022

fil_esg_outlook23 VIDEO

Fidelity International | Outlook 2023: Sustainable Investing

Jenn-Hui Tan, Fidelity’s Global Head of Stewardship and Sustainable Investing, provides his outlook for the year ahead for all things ESG.

Fidelity International 21st Nov 2022

fil_ceooutlook VIDEO

Fidelity International | Outlook 2023: Fidelity’s CEO and CIO debate the key themes

Fidelity’s CEO Anne Richards and Global CIO Andrew McCaffery discuss how investors should think about positioning for the challenges and opportunities that are set to arise over the coming ye...

Fidelity International 21st Nov 2022

Business Toolkit

Talking Points – the latest technical insights in one place

Navigating the more intricate areas of financial planning can be...

Fidelity Adviser Solutions 21st Nov 2022

Analysis & Opinion

Market view: Finding income in uncertain markets in 2023

Fidelity Multi Asset Income portfolio managers Eugene Philalithis, George Efsathopoulos and Beck Qin examine the outlook for the year ahead.

Fidelity International 18th Nov 2022

Analysis & Opinion

Autumn Statement 2022: facing into the storm

In his Autumn Statement, Chancellor of the Exchequer Jeremy Hunt unveiled a series of measures designed to shore up the UK’s finances.

Adviser-Hub 18th Nov 2022

Analysis & Opinion

The Week: Do markets present a once-in-a-decade investment opportunity? 

New research suggests that financial markets are starting to look attractive once again after a dismal year for investors. Could there be better times ahead?

Adviser-Hub 17th Nov 2022

Partner Zone

Outlook 2023 - Your guide to the year ahead in global markets

The impact of the events of the past year will be felt long into the next one, particularly the tragic consequences of the Ukraine war. Chief among them from a financial perspect...

Fidelity International 17th Nov 2022

Partner Zone

Fed hikes again, but are we passed peak hawkishness?

Despite the Fed’s fourth straight jumbo rate hike, Global Head of Macro & Strategic Asset Allocation Salman Ahmed outlines why peak hawkishness from central banks is now likely behind us. He discusses...

Fidelity International 15th Nov 2022

Partner Zone

An inflection point in UK credit

Fidelity Sustainable MoneyBuilder Income managers Sajiv Vaid and Kris Atkinson reflect on recent market and policy moves and discuss why we are nearing an inflection point in sterling credit. With yie...

Fidelity International 15th Nov 2022

Partner Zone

Key themes for COP 27

While COP 27 is being billed as the ‘implementation COP’, it remains to be seen whether the gap between climate plans and implementation will be closed. Jenn-Hui Tan, Fidelity’s Global Head of Steward...

Fidelity International 15th Nov 2022

Analysis & Opinion

What a split Congress could mean for markets

A split Congress looks likely, with Republicans taking control of the House and Democrats retaining the Senate. Managers and economists from BNY Mellon Investment Management outline what the future ma...

BNY Mellon Investment Management 10th Nov 2022

Analysis & Opinion

Market view: Bonds are back in town

Against a volatile backdrop, Steve Ellis, Global CIO Fixed Income, Fidelity International, outlines why higher yields mean bonds look attractive going forward.

Fidelity International 10th Nov 2022

Analysis & Opinion

The Week: Will the midterms deliver a market bounce?

The midterm elections are usually good news for investors, but with recession looming, it may take more than the political cycle to revive US markets. 

Adviser-Hub 9th Nov 2022

bg_redwood_thbnl VIDEO

Baillie Gifford | Scottish Mortgage stock stories: Redwood Materials

The transition to electric transportation is key for tackling climate change. Claire Shaw discusses how challenges facing this sector make battery recycling companies like Redwood Materials worth i...

Baillie Gifford 8th Nov 2022

Partner Zone

Scottish Mortgage stock stories: Redwood Materials

The transition to electric transportation is key for tackling climate change. Claire Shaw discusses how challenges facing this sector make battery recycling companies like Redwood Materials worth inve...

Baillie Gifford 8th Nov 2022

Partner Zone

UK markets – what can history teach us?

Britain faces an economic and socio-economic crisis brought about by global events but also of its own making. Investment Strategist Russell Silberston draws on his 40-year career to see what lessons...

Ninety One 7th Nov 2022

Partner Zone

Sustainability in a pivotal year

Vivienne Taberer reflects on a pivotal 12 months for Ninety One’s EM Fixed Income platform from a sustainability perspective.

Ninety One 7th Nov 2022

Partner Zone

Diversified Income: a ten-year journey

To mark ten years of the Diversified Income Fund, portfolio managers John Stopford and Jason Borbora-Sheen sat down in the studio to reflect on their journey.

Ninety One 7th Nov 2022

Partner Zone

Do central banks know something we don’t?

Russell Silberston analyses the central bank action in conversation with Lindsay Williams.

Ninety One 7th Nov 2022

Analysis & Opinion

Johan Schot's theory of radical change

The second deep transition: Johan Schot’s theory of radical change. The old ways of producing and consuming will give way to a major industrial shift, according to Dutch academic Professor Johan Schot...

Baillie Gifford 7th Nov 2022

Market Updates

Global updates: “The worst is yet to come”

The International Monetary Fund warned: “The worst is yet to come” as it predicted that more than one third of the global economy is set to contract in 2023, including the US, the EU an...

Adviser-Hub 4th Nov 2022

Market Updates

UK market review: “All change” at the Treasury

October was a month of political turmoil for the UK and financial markets were plunged into chaos as the Government saw its third Prime Minister and fourth Chancellor of the Exchequer since July.

Adviser-Hub 4th Nov 2022

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 4th Nov 2022

bg_museumofpogress_tbnail VIDEO

Baillie Gifford | Scottish Mortgage Investment Trust: Museum of Progress

Today’s technologies and products are tomorrow’s museum pieces. Why invest in the status quo when you can invest in the future and help shape it? Manager Tom Slater and deputy manager Lawrence Burns e...

Baillie Gifford 3rd Nov 2022

Partner Zone

Scottish Mortgage Investment Trust: Museum of Progress

Today’s technologies and products are tomorrow’s museum pieces. Why invest in the status quo when you can invest in the future and help shape it? Manager Tom Slater and deputy manager Lawrence Burns e...

Baillie Gifford 3rd Nov 2022

Market Updates

US interest rate update: The Fed’s not done yet

The Federal Reserve implemented its sixth consecutive interest rate increase in November. Fed policymakers voted unanimously to increase the key federal funds rate by 75 basis points to a range of...

Adviser-Hub 3rd Nov 2022

fil_goldencenturya Analysis & Opinion

The golden century: demographics, growth and inflation

Demographics of the next 75 years will be very different from the preceding 75. Wen Wen Lindroth from Fidelity’s Global Macro Team assesses how future demographic shifts could impact global growth and...

Fidelity International 3rd Nov 2022

Analysis & Opinion

Market view: Boosting exposure to bonds

BNY Mellon head of mixed assets investment Paul Flood explains why the team is increasing exposure to bonds in multi-asset portfolios but taking a careful approach to duration.

BNY Mellon Investment Management 3rd Nov 2022

Market Updates

UK interest rate: The least-worst option?

The Bank of England raised its key base rate by 75 basis points in November, representing its largest single rate increase over 30 years and taking base rate to 3%.

Adviser-Hub 3rd Nov 2022

Analysis & Opinion

The Week: The big tech sell-off

It’s been a turbulent week in technology, with weak results prompting a significant sell off. Should it tempt contrarian investors? 

Adviser-Hub 2nd Nov 2022

Business Toolkit

Helping your conversations around flexible retirement income

Fidelity Adviser Solutions’ client guide 'A flexible retirement income for whatever the future holds' gives a detailed look at drawdown from how it works to the advantages and drawbac...

Fidelity Adviser Solutions 31st Oct 2022

bg_multiasset_webinar_f0293-2022 VIDEO

Baillie Gifford | Multi Asset Quarterly Update

Investment manager Scott Lothian reflects upon the recent drivers of performance across investment markets, how the current environment is influencing investment decisions, and the key risks and op...

Baillie Gifford 27th Oct 2022

bg_actualincome-1022 VIDEO

Baillie Gifford | Seizing advantage in emerging market bonds

Extreme moves in emerging market bond prices are often coupled with high income for long-term investors. Such opportunities are rare, but our emphasis on sustainability could allow us to take advantag...

Baillie Gifford 27th Oct 2022

Analysis & Opinion

The Week: All eyes on the Federal Reserve

The possibility of a Fed pivot appears to be back in play. Is it plausible that the US central bank will pare back its rate rises?

Adviser-Hub 27th Oct 2022

Business Toolkit

Your guide to the new Consumer Duty

The final rules relating to the Consumer Duty mean advice firms have to implement major changes to how they operate and deal with clients on an ongoing basis. The implementation deadlines are extremel...

Fidelity Adviser Solutions 25th Oct 2022

bailliegifford_japan webinar 1022 VIDEO

Baillie Gifford | Japanese Equities Update

In this recent webinar, fund manager Matthew Brett and investment specialist Thomas Patchett, explore the environment and opportunities that are arising for growth investing within Japan. Capital a...

Baillie Gifford 25th Oct 2022

Partner Zone

Baillie Gifford: Japanese Equities Update

In this recent webinar, fund manager Matthew Brett and investment specialist Thomas Patchett, explore the environment and opportunities that are arising for growth investing within Japan. Capital at r...

Baillie Gifford 25th Oct 2022

ahhe_volatitly VIDEO

Managing volatility in Asian markets

In our latest Adviser-Hub panel discussion, Jason Pidcock, manager of the Jupiter Asian Income fund, and Sunny Romo, equities investment director at M&G Investments, discuss their positioning amid vol...

Adviser-Hub 24th Oct 2022

ahje_asianstock VIDEO

The outlook for Asian stock markets

Asian markets have been volatile since the start of the year, but the region’s corporate sector is showing real resilience. There is a wealth of choice among businesses geared to long-term structural...

Adviser-Hub 23rd Oct 2022

Analysis & Opinion

The Week: Has Jeremy Hunt done enough?

Income Chancellor Jeremy Hunt shelved the controversial mini-budget as he sought to stave off further volatility for UK assets. Order has been restored, but for how long?

Adviser-Hub 19th Oct 2022

ahpaneld_asiaworld1 VIDEO

Will Asia catch the world’s cold?

The global economy is facing significant challenges, from rising inflation, to higher interest rates to supply chain problems. Asia is not immune, but with less debt and stronger growth, the region’s...

Adviser-Hub 18th Oct 2022

Analysis & Opinion

The appeal of banks and oil

BNY Mellon UK Income portfolio manager David Cumming explains why the strategy has a tilt towards banks and oil.

BNY Mellon Investment Management 18th Oct 2022

Business Toolkit

Cybersecurity: addressing behavioural risks

Take a look at Fidelity Adviser Solutions’ cybersecurity resources to help you stay one step ahead of cyber criminals.

Fidelity Adviser Solutions 17th Oct 2022

sustainable_ma_thumbnail VIDEO

Baillie Gifford | Baillie Gifford Sustainable Multi Asset Fund - Introduction Film

Multi-asset specialist Lindsey Knight and investment manager Scott Lothian discuss the new fund and why it brings opportunities for strong, stable returns. Capital at risk.

Baillie Gifford 14th Oct 2022

Partner Zone

Baillie Gifford Sustainable Multi Asset Fund - Introduction Film

In this short film, multi-asset specialist Lindsey Knight and investment manager Scott Lothian discuss the new fund and why it brings opportunities for strong, stable returns. Capital at risk.

Baillie Gifford 14th Oct 2022

Analysis & Opinion

The Week: Safe havens

When is a safe haven not a safe haven? Gilts have proved a distinctly unsafe ‘safe haven’ in recent weeks. Can they reclaim their crown?

Adviser-Hub 13th Oct 2022

Market Updates

Global updates: Dollar dominates in September

September was dominated by the US dollar, which was boosted by expectations of further increases in US interest rates that also drove the two-year Treasury bond yield to its highest level since 2007....

Adviser-Hub 11th Oct 2022

Market Updates

UK market review: UK mid caps continue to slide

UK markets fell heavily in September, with mid caps faring particularly badly as sentiment towards domestically focused stocks turned sour.

Adviser-Hub 11th Oct 2022

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 11th Oct 2022

Business Toolkit

Challenges and strategies for income in retirement

Fidelity's Paul Richards and Paul Squirrell discuss important areas when considering retirement income.

Fidelity Adviser Solutions 10th Oct 2022

Analysis & Opinion

Market view: Responding to volatility in Asian markets

Jason Pidcock, manager of the Jupiter Asian Income fund, and Sunny Romo, equities investment director at M&G Investments, describe how they are responding to market volatility and positioning their po...

Adviser-Hub 7th Oct 2022

Analysis & Opinion

Market view: Recovering from a bond bear market

Although this bond bear market has been the worst he’s ever seen, Paul Brain, manager of the BNY Mellon’s Global Dynamic Bond strategy, says there are glimmers of hope on the horizon.

BNY Mellon Investment Management 7th Oct 2022

Analysis & Opinion

Responding to volatility in Asian markets

In spite of a stronger economic outlook, Asian equities have tracked the ups and downs of global financial markets for the year to date.

Adviser-Hub 5th Oct 2022

Analysis & Opinion

The Week: The other casualties of the mini-budget

The gilt and currency markets weren’t the only problem areas after the Chancellor’s risky budget. Property assets also took a hit. 

Adviser-Hub 5th Oct 2022

Business Toolkit

The new Consumer Duty: webinar replay

In this webinar, Fidelity Adviser Solutions' Paul Richards is joined by Chris Davies of award-winning RegTech provider Model Office and Alex Whitson of VouchedFor, the UK’s largest review platform for...

Fidelity Adviser Solutions 3rd Oct 2022

Analysis & Opinion

The Week: Sliding sterling, IMF intervention: back to the seventies

Nostalgia hunters may have had some reminders from the seventies this week, with a slumping currency, a finger-wagging from the IMF and rising gilt yields. Do the similarities end there?

Adviser-Hub 29th Sep 2022

Analysis & Opinion

Why sustainability pays dividends

Aditya Shivram, portfolio manager, Fidelity Sustainable Global Equity Income Fund, discusses how integrating sustainability considerations into his process helps to identify resilient companies with t...

Fidelity International 29th Sep 2022

Partner Zone

A simple theory: Einstein’s lesson for investors

Albert Einstein observed that simple is often best. Here, Baillie Gifford’s Robert Baltzer explains why this is true when it comes to investing in high yield bonds. Capital at risk and income not guar...

Baillie Gifford 29th Sep 2022

Partner Zone

Growth Investing: why the hunt for outliers remains compelling

Stuart Dunbar, partner at Baillie Gifford, explains why growth investing is as important as ever. Capital at risk.

Baillie Gifford 28th Sep 2022

Analysis & Opinion

Gambling on growth?

Designed to boost economic growth and cool inflationary pressures.

Adviser-Hub 28th Sep 2022

Business Toolkit

UFPLS withdrawal and the annual allowance tax charge

Paul Squirrell, Fidelity Adviser Solutions pension expert, answers the latest question raised via our Pension forum.

Fidelity Adviser Solutions 27th Sep 2022

filinter_sdg VIDEO

Fidelity International | Why UN SDGs matter to investors

Fidelity Sustainable Global Equity Fund portfolio manager Jamie Harvey outlines how and why the UN’s Sustainable Development Goals provide a powerful framework from both a return and sustainability pe...

Fidelity International 27th Sep 2022

Partner Zone

Scottish Mortgage: a decade of investing in private companies

Tom Slater, manager of Scottish Mortgage Investment Trust, looks at the process of picking private companies that create value and long-term relationships. Capital at risk.

Baillie Gifford 27th Sep 2022

Analysis & Opinion

Asian stockmarkets: looking ahead

Asian stock markets have not escaped the volatility seen in financial markets since the start of the year. Many of the patterns have been the same: a preference for value over growth, a focus on highe...

Adviser-Hub 26th Sep 2022

Analysis & Opinion

UK interest rates reach fresh 14-year high

UK interest rates continued their rise in September as the Bank of England increased the key base rate from 1.75% to 2.25% to reach its highest level since 2008.

Adviser-Hub 22nd Sep 2022

Analysis & Opinion

The Week: The Federal Reserve proves as good as its word

The US central bank surprised markets with another 0.75% rise in rates. There is little comfort for investors in the move. 

Adviser-Hub 22nd Sep 2022

Market Updates

US interest rate update: Fed doubles down

US interest rates rose to their highest level in more than 14 years in September as central bank policymakers sought to curb persistent inflationary pressures.

Adviser-Hub 22nd Sep 2022

Analysis & Opinion

Can Asia side-step the world’s economic problems?

Growth is in short supply across the world as inflationary pressures weigh on spending. However, Asian economies are not experiencing the downturn in the same way: inflationary pressures are lower and...

Adviser-Hub 22nd Sep 2022

Partner Zone

Navigating sustainable investing's growing pains

Sustainable investing has come in for a great deal of criticism since the turn of the year. The fall from grace has been spectacular with several factors contributing. Portfolio manager Jamie Harvey s...

Fidelity International 20th Sep 2022

Partner Zone

The Investor's Guide to China podcast: Engaging with companies in China

In this podcast our Asia investment experts across equities and sustainable investing discuss how developments on the ground in China are bringing sustainability evermore to the fore. They also reveal...

Fidelity International 20th Sep 2022

Partner Zone

Taking stock of Japan's equity market

Nicholas Price, portfolio manager of Fidelity Japan Trust PLC, takes stock of what has been a very challenging period for investors. He discusses how the market environment is likely to evolve over th...

Fidelity International 20th Sep 2022

Analysis & Opinion

The Week: Fundsmith closure: a reflection on EM’s prospects?

Terry Smith surprised investors this week by announcing the wind-up of his emerging market investment trust. Should this be applauded?

Adviser-Hub 16th Sep 2022

Market Updates

Global updates: US faces “sustained period of below-trend growth”

US interest rates look likely to continue their rise as Federal Reserve Chair Jerome Powell confirmed that the central bank will continue to raise them as high as necessary for as long as needed in or...

Adviser-Hub 16th Sep 2022

Market Updates

UK market review: Sterling on the slide

Amid growing concerns over inflation and the outlook for the UK economy, the pound dropped to US$1.16 during August, while the yield on the benchmark UK gilt rose to its highest level since early 2014...

Adviser-Hub 16th Sep 2022

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 16th Sep 2022

Analysis & Opinion

Sustainable investing's coming of age

Sustainable investing has come in for a great deal of criticism since the turn of the year. Jamie Harvey, portfolio manager, Fidelity Sustainable Global Equity Fund, separates the myths from the facts...

Fidelity International 13th Sep 2022

Analysis & Opinion

The small islands with a lot of energy

Baillie Gifford’s Caroline Cook, Head of Climate Change, and Paulina McPadden, Investment Manager, explain how Orkney’s renewable energy projects can inform our investment choices.

Baillie Gifford 13th Sep 2022

Analysis & Opinion

Can Truss’s cuts alleviate the cost-of-living crisis?

Portfolio managers and economists from across BNY Mellon Investment Management group give their take on the economic implications of a Liz Truss leadership.

BNY Mellon Investment Management 8th Sep 2022

Analysis & Opinion

Why UN SDGs matter to investors

Jamie Harvey, portfolio manager of the Fidelity Sustainable Global Equity Fund, outlines how and why the UN’s Sustainable Development Goals (SDGs) provide a powerful framework from both a return and a...

Fidelity International 8th Sep 2022

Partner Zone

Infrastructure: seeking resilient income in tough times

Why investing in infrastructure for our greener future could also protect you against inflation. Baillie Gifford’s Gemma Wright explains how. Capital at risk and income not guaranteed.

Baillie Gifford 8th Sep 2022

Partner Zone

Infrastructure: seeking resilient income in tough times

Why investing in infrastructure for our greener future could also protect you against inflation. Baillie Gifford’s Gemma Wright explains how. Capital at risk and income not guaranteed.

Baillie Gifford 8th Sep 2022

Analysis & Opinion

The Week: How low can the pound go?

The pound has seen further weakness this week, maintaining a pattern seen for most of the year. Can it fall further?

Adviser-Hub 7th Sep 2022

Partner Zone

Understanding the new MiFID rules

From early August, financial advisers have been required to incorporate sustainability preferences into their clients’ suitability assessment. However, many advisers have struggled to adapt their proc...

Ninety One 6th Sep 2022

Hub Exclusives - Banner_Alternatives 33-1 Analysis & Opinion

Sustainable investing’s coming of age

Sustainable investing has undergone some criticism since the start of the year. Jamie Harvey, Lead Portfolio Manager of the Fidelity Sustainable Global Equity Fund, assesses the challenges and opportu...

Fidelity International 6th Sep 2022

Partner Zone

Understanding the new MiFID rules

From early August, financial advisers have been required to incorporate sustainability preferences into their clients’ suitability assessment. However, many advisers have struggled to adapt their proc...

Ninety One 6th Sep 2022

bg_globaldiscovery_5922 VIDEO

Baillie Gifford | Global Discovery: A decade of growth investing

The Global Discovery mission to capture opportunities in the enduring cycle of innovation has made for a fascinating ten years. Capital at risk.

Baillie Gifford 5th Sep 2022

Partner Zone

Global Discovery: A decade of growth investing

The Global Discovery mission to capture opportunities in the enduring cycle of innovation has made for a fascinating ten years. Capital at risk.

Baillie Gifford 5th Sep 2022

filglobalequities-332x240 Partner Zone

Global equities

Right here, right now our sustainable global equity funds invest in companies who are addressing the world’s greatest environmental and social challenges. By doing so, they aim to deliver mor...

Fidelity International 5th Sep 2022

Analysis & Opinion

EM Debt Q&A: exploring a more constructive outlook

Following big drawdowns in EM Debt this year, investor are rightly assessing the asset class. Ninety One’s Grant Webster addresses some of the key questions posed by EM Debt investors on his recent ro...

Ninety One 1st Sep 2022

Analysis & Opinion

Why emerging markets are key for global impact investors

Insight Investment’s Portfolio Manager Simon Cooke discusses the impact of emerging market sustainable bonds in comparison to those in developed markets.

BNY Mellon Investment Management 1st Sep 2022

Partner Zone

Your guide to bond markets

Economic data continues to deteriorate and a slowdown that tips the US economy into a recession is a distinct possibility this year. Our Fixed Income investment team take stock of this challenging env...

Fidelity International 31st Aug 2022

Partner Zone

Anatomy of an ESG engagement

Equity analyst Cormac Byrne provides an overview of our recent engagement with Italian industrials firm Interpump. He outlines how collaborative - and at times challenging - discussions have brought a...

Fidelity International 31st Aug 2022

Analysis & Opinion

The Week: UK consumer confidence hits new lows

UK consumer confidence has hit all-time lows and there may be worse to come as inflation soars.

Adviser-Hub 31st Aug 2022

Analysis & Opinion

How to navigate impact washing

Insight Investment’s Portfolio Manager Simon Cooke discusses the impact of emerging market sustainable bonds in comparison to those in developed markets.

BNY Mellon Investment Management 31st Aug 2022

Analysis & Opinion

Why ESG ratings are too simplistic

Members of Fidelity’s Sustainable Investing Team highlight how today’s quantitative ESG ratings are frequently misunderstood or misapplied.

Fidelity International 31st Aug 2022

Partner Zone

Don’t lose sight of Asia’s structural growth opportunity

Asian investors have been grappling with a range of global and local headwinds. Against this uncertain backdrop, Fidelity Asia Fund Manager Teera Chanpongsang discusses the benefits of adopting a long...

Fidelity International 31st Aug 2022

Analysis & Opinion

Seven hallmarks of leading companies

Walter Scott’s research team outlines seven important ‘personality traits’ that may help companies be resilient in a tough market climate.

BNY Mellon Investment Management 25th Aug 2022

Analysis & Opinion

The Week: Corporate earnings: the next problem for investors?

Corporate earnings held up reasonably well in the second quarter, but there are increasing jitters about their direction from here. Could earnings weakness prompt markets to lurch lower?

Adviser-Hub 24th Aug 2022

Business Toolkit

The new State Pension – buy now while stocks last?

The State Pension provides a guaranteed, index-linked income and so it’s essential that clients maximise this benefit, where possible.

Fidelity Adviser Solutions 22nd Aug 2022

Analysis & Opinion

In hot seat: Jamie Harvey

Portfolio manager Jamie Harvey discusses how Fidelity’s Sustainable Global Equity Fund aims to create positive societal outcomes and more durable returns over time.

Fidelity International 22nd Aug 2022

Partner Zone

Baillie Gifford Managed Fund update

Steven Hay and Lucy Haddow discuss how, despite recent underperformance, the Managed Fund team will stick with the holdings it believes can go the distance. Capital at risk.

Baillie Gifford 18th Aug 2022

bg_managedfund update0822 VIDEO

Baillie Gifford | Baillie Gifford Managed Fund update

Steven Hay and Lucy Haddow discuss how, despite recent underperformance, the Managed Fund team will stick with the holdings it believes can go the distance. Capital at risk.

Baillie Gifford 18th Aug 2022

bg_managedfund update0822 Partner Zone

Baillie Gifford Managed Fund update

Steven Hay and Lucy Haddow discuss how, despite recent underperformance, the Managed Fund team will stick with the holdings it believes can go the distance. Capital at risk.

Baillie Gifford 18th Aug 2022

Analysis & Opinion

In the hot seat: Aditya Shivram

Portfolio manager Aditya Shivram introduces Fidelity Sustainable Global Equity Income Fund, its focus on quality and sustainable dividend payers, and how ESG complements a dividend-based approach.

Fidelity International 17th Aug 2022

Analysis & Opinion

The Week: Inflation hits double digits: more bad news for the UK economy

Inflation in the UK continues to outpace expectations. The repercussions are dire and likely to deter international investors. 

Adviser-Hub 17th Aug 2022

Analysis & Opinion

Sustainability commitments are changing how we invest

Sustainability commitments are changing how we invest: asset owners are increasingly aware of climate risks, among other ESG risks, and are asserting their right to be heard, says Ninety One.

Ninety One 17th Aug 2022

Analysis & Opinion

Worse than the Global Financial Crisis?

Fidelity Sustainable MoneyBuilder Income portfolio managers Sajiv Vaid and Kris Atkinson outline why a defensive and high-quality approach will be key to navigating the difficult period ahead.

Fidelity International 11th Aug 2022

Analysis & Opinion

The Week: The global economy is teetering: why are markets ok about it?

Markets rallied in July in spite of some tough economic data. They are hoping weaker growth may force a change of heart from the Federal Reserve.

Adviser-Hub 10th Aug 2022

Market Updates

Global updates: Equity markets rebound in July 

Despite an increasingly clouded economic backdrop, share prices around the world generally rose during July.

Adviser-Hub 10th Aug 2022

Market Updates

UK market review: “No ifs or buts”

UK inflation continued to surge during June as higher prices for food and fuel pushed up the annualised rate of consumer price inflation from 9.1% in May to 9.4%.

Adviser-Hub 10th Aug 2022

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 10th Aug 2022

Business Toolkit

Client getting divorced? Don’t let them forget their pension

Why are pension sharing orders so important and why should clients ensure their pension pots are part of any divorce settlement?

Fidelity Adviser Solutions 9th Aug 2022

Analysis & Opinion

The Week: In a crisis, diversification matters more than ever

The first six months of 2022 may have seen all asset classes sell off, but diversification has still helped preserve investors’ returns.

Adviser-Hub 4th Aug 2022

Analysis & Opinion

Biggest increase in UK rates since 1995

BoE policymakers implemented their largest single increase in UK interest rates since February 1995 at their August meeting.

Adviser-Hub 4th Aug 2022

Analysis & Opinion

Green thinking for the property

Insight Investment ESG analyst Annabel Jennings and senior credit analyst Karsten Hartmann explore the world of green property bond investment.

BNY Mellon Investment Management 3rd Aug 2022

esg1_bailliegifford3aug22a Analysis & Opinion

Responsible Global Equity Income Webinar

In the context of higher inflation and market volatility, Baillie Gifford portfolio managers James Dow and Toby Ross discuss current views and explain how focusing on long-term income growth remains c...

Baillie Gifford 3rd Aug 2022

Analysis & Opinion

The Week: Time to move in or out of European fixed income?

The ECB may have raised rates, but bond yields are still falling. Investors are voting with their feet on European fixed income. Are they right?

Adviser-Hub 28th Jul 2022

Partner Zone

Baillie Gifford on why it’s not over for growth stocks

Drawdowns are not easy. Tech stocks and other future winners have been hit hard, but this is not the end for growth stocks as Baillie Gifford’s James Budden explains. Capital at risk.

Baillie Gifford 26th Jul 2022

Partner Zone

Corporate Bonds: Finding opportunities in resilience

Baillie Gifford’s Torcail Stewart explains how attractive investment opportunities can be found by seeking resilient companies and thinking long-term. Capital at risk and income not guaranteed.

Baillie Gifford 21st Jul 2022

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Baillie Gifford | Corporate Bonds: Finding opportunities in resilience

Baillie Gifford’s Torcail Stewart explains how attractive investment opportunities can be found by seeking resilient companies and thinking long-term. Capital at risk and income not guaranteed.

Baillie Gifford 21st Jul 2022

Analysis & Opinion

The Week: Bargain-hunting in bonds

After a lengthy period when bonds looked unappealing, current valuations should alert investors.

Adviser-Hub 20th Jul 2022

Partner Zone

Baillie Gifford: Which European country is driving innovation?

In this postcast, Baillie Gifford’s Stephen Paice, Head of Europe, explains how Sweden tops the charts for original thinking and innovation. Capital at risk.

Baillie Gifford 20th Jul 2022

Partner Zone

How are Baillie Gifford approaching their emerging market holdings?

From macroeconomics to sustainability, the Baillie Gifford Managed Fund team answer the key questions investors are asking about the funds emerging market holdings. Capital at risk.

Baillie Gifford 18th Jul 2022

Partner Zone

Baillie Gifford Managed Fund update

In times of volatility, it often pays to be patient. The team from Baillie Gifford Managed Fund discuss the importance of having a long-term outlook as opposed to focusing on short-term events. Capita...

Baillie Gifford 18th Jul 2022

Business Toolkit

Sustainable investing and the advice process

A changing regulatory and legislative backdrop has led to a surge in interest for sustainable investing. And Fidelity Adviser Solutions research indicates that interest in sustainable investing will,...

Fidelity Adviser Solutions 18th Jul 2022

ninetyone_multiasset_722 VIDEO

Ninety One | Ninety One View from the Multi-Asset Income Desk

With inflation at the top of investors’ minds, Jason Borbora-Sheen and Ellie Clapton discuss lessons from the past and implications for asset prices.

Ninety One 18th Jul 2022

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Baillie Gifford | Which European country is driving innovation?

In this podcast, Baillie Gifford’s Stephen Paice, Head of Europe, explains how Sweden tops the charts for original thinking and innovation. Capital at risk.

Baillie Gifford 14th Jul 2022

Hub Exclusives - Banner_Alternatives 34 Analysis & Opinion

Stronger pension nudges: final rules and guidance

On 1 December 2021 the FCA published the final rules and guidance for firms on the stronger nudge to Pension Wise guidance PS21/21. These new rules came into effect from 1 June 2022. Paul Squirrell, H...

Fidelity Adviser Solutions 14th Jul 2022

Partner Zone

Baillie Gifford Positive Change Fund: Keeping Positive

Rosie Rankin, director at Baillie Gifford and Positive Change specialist, discusses the long term progress of the fund, the challenges of 2022 and the attractions of investing for impact. Capital at r...

Baillie Gifford 13th Jul 2022

Analysis & Opinion

The Week: UK GDP: good news amid the gloom?

UK GDP data came in ahead of market expectations and staved off recession for another few months. Is it the sign of a turnaround?

Adviser-Hub 13th Jul 2022

baillieg_positivechange_webinar VIDEO

Baillie Gifford | Baillie Gifford Positive Change Fund: Keeping Positive

Rosie Rankin, director at Baillie Gifford and Positive Change specialist, discusses the long term progress of the fund, the challenges of 2022 and the attractions of investing for impact. Capital at r...

Baillie Gifford 13th Jul 2022

Hub Exclusives - Banner_Alternatives 32 Analysis & Opinion

EV charging ahead

First Sentier Investors’ Peter Meaney and Kate Turner assess the challenges and investment opportunities presented by rising demand for electric vehicles (EV).

FSSA Investment Managers 11th Jul 2022

Analysis & Opinion

Market View: CIO Q3 outlook

Against a backdrop of heightened volatility triggered by high inflation and hawkish banks, senior members of Fidelity’s investment team take stock of a challenging period for investors across asset cl...

Fidelity International 8th Jul 2022

Analysis & Opinion

Breaks in the supply chain

Supply chain robustness and the quality of a company are intertwined. BNY Mellon Long-term Global Equity investment manager Murdo MacLean explains why.

BNY Mellon Investment Management 8th Jul 2022

Market Updates

Global update: Risk of stagflation moves closer

Concerns about rising inflation and faltering economic growth pervaded financial markets during June and central banks around the world raised interest rates in a bid to curb inflationary pressures th...

Adviser-Hub 8th Jul 2022

Market Updates

UK market review: Downturn fears hit sentiment

As inflationary pressures continued to bite, the Bank of England announced its fifth consecutive increase to interest rates during June.

Adviser-Hub 8th Jul 2022

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 8th Jul 2022

Analysis & Opinion

The Week: What does political turmoil mean for UK markets?

It’s been a turbulent few days in British politics. Could there be an impact on UK assets? Or is the turmoil priced in?

Adviser-Hub 7th Jul 2022

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The development of impact investment

Impact investment is evolving as reporting improves. Investors can now see how their capital is influencing the world around them.

Adviser-Hub 7th Jul 2022

jupiter_regdiff7jul22 VIDEO

Are regulatory changes making a difference?

2021 was a landmark year for sustainable investment legislation. Three fund managers explain how it has changed corporate behaviour.

Adviser-Hub 7th Jul 2022

Partner Zone

Scottish Mortgage Investment Trust - Manager Insights

Tom Slater, manager of the Scottish Mortgage Investment Trust, discusses the current environment, activity in China, and why it is imperative that we stick to our investment philosophy. Capital at ris...

Baillie Gifford 5th Jul 2022

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Baillie Gifford | Scottish Mortgage Investment Trust - Manager Insights

Tom Slater, manager of the Scottish Mortgage Investment Trust, discusses the current environment, activity in China, and why it is imperative that we stick to our investment philosophy. Capital at ris...

Baillie Gifford 4th Jul 2022

Analysis & Opinion

The Week: Can the world avoid recession?

Recession appears to be inching closer as PMI data turns south and housing markets falter. 

Adviser-Hub 30th Jun 2022

hube3_importengg VIDEO

The importance of engagement in delivering change

Fund managers are prioritising engagement as the most effective tool to bring about changes in corporate behaviour. Three fund groups explain how it works in practice.

Adviser-Hub 29th Jun 2022

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Baillie Gifford | Baillie Gifford on the future of education

For digital learning companies that can balance accessibility and profits, the opportunities are vast. In this podcast, Baillie Gifford’s Thaiha Nguyen explains more. Capital at risk.

Baillie Gifford 27th Jun 2022

Analysis & Opinion

Post pandemic boost for impact bonds

Emerging markets embrace impact bonds: fallout from the pandemic is helping fuel explosive growth in responsible fixed income and impact investing, but investors must always assess their objectives ca...

BNY Mellon Investment Management 27th Jun 2022

Analysis & Opinion

The sleeping giant: Bond investors and the fight against climate change

In the first of a two-part series, Fidelity portfolio managers Kris Atkinson and Sajiv Vaid discuss the vital role fixed income investors can play in accelerating the shift to a net-zero world by 2050...

Fidelity International 27th Jun 2022

Partner Zone

Asia’s emerging dividend story

Fidelity Asian Dividend Fund portfolio manager Jochen Breuer reviews the landscape for dividend investors in the region. Against an uncertain backdrop, he discusses how a dividend-based approach can a...

Fidelity International 23rd Jun 2022

Partner Zone

Central bank watch

Our investment team explore the challenges faced by global central banks as they look to tackle high inflation and looming recession risks. They also shine a spotlight on how policy is diverging betwe...

Fidelity International 23rd Jun 2022

Analysis & Opinion

The Week: Inflation remains a menace

There was another round of startling inflation statistics this week, with UK CPI reaching its highest point since 1982. 

Adviser-Hub 23rd Jun 2022

Partner Zone

Chart Room: Are cost pressures starting to ease?

Tentative signs are emerging that cost pressures may soon ease, according to a recent survey of Fidelity analysts. On average, we still see companies' costs increasing over the next six months, but to...

Fidelity International 23rd Jun 2022

Analysis & Opinion

Reasons to be optimistic about climate change

Is a greener world achievable? In this webinar, Baillie Gifford Client Service Director Stephen Corr interviews Investment Analyst Calum Holt on why he believes we are at a turning point in the energy...

Baillie Gifford 23rd Jun 2022

Analysis & Opinion

Market View: Why are the fundamentals behind short-term movements so crucial?

Philip Saunders, Ninety One’s co-Head of Multi-Asset Growth, discusses the set of circumstances causing such concern in conversation with Lindsay Williams.

Ninety One 23rd Jun 2022

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The shifting landscape of sustainable investment

Sustainable investment has been focused on climate issues, but fund management groups are broadening their priorities. Three fund groups discuss the new environment.

Adviser-Hub 22nd Jun 2022

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Finding places to hide

Inflation is at a pivotal point, says Suzanne Hutchins, manager of BNY Mellon’s Real Return strategy.

BNY Mellon Investment Management 22nd Jun 2022

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Ninety One | Debunking carbon myths

Sam Anthony, analyst for the Ninety One Global Environment Fund, explains what the required financing is for the climate transition, what carbon really is, and the investment opportunity associated wi...

Ninety One 21st Jun 2022

Business Toolkit

Pension contributions checklist

Fidelity Adviser Solutions’ checklist is designed to highlight important considerations for clients making pension contributions.

Adviser-Hub 20th Jun 2022

Analysis & Opinion

Finding places to hide

Inflation is at a pivotal point, says BNY Mellon Real Return manager Suzanne Hutchins. Here she discusses what this means for investment opportunities and risks.

BNY Mellon Investment Management 20th Jun 2022

Fidelity_MAI cover VIDEO

Fidelity International | Introducing the Fidelity Multi Asset Income Fund range

James Bird, National Development Associate Director, and Elia Soutou, Investment Director, provide an overview of the Fidelity Multi Asset Income fund range. Elia also shares her insight into the inve...

Fidelity International 17th Jun 2022

Analysis & Opinion

US interest rates: Fed announces biggest rate increase in almost 30 years

In a move designed to address surging inflationary pressures, US policymakers implemented their largest single increase in interest rates since 1994.

Adviser-Hub 16th Jun 2022

AHHEUkraineCrisis VIDEO

The impact of the Ukraine crisis on sustainable investment

Russia’s attack on Ukraine has forced global governments to think hard about energy security. Three fund groups discuss the implications for the sustainable investment landscape.

Adviser-Hub 16th Jun 2022

Analysis & Opinion

UK interest rates: UK rates hit 13-year high

Surging inflation and slowing economic growth continue to create a headache for the Bank of England (BoE).

Adviser-Hub 16th Jun 2022

Partner Zone

Big brands need to clean up on plastics

Find out how Fidelity is pressing consumer companies to deliver real world solutions to one of the planet’s biggest challenges.

Fidelity International 15th Jun 2022

Partner Zone

Investing through China's storm

Fidelity China Special Situations PLC portfolio manager Dale Nicholls shares his perspectives on recent market volatility in China and discusses what happens next.

Fidelity International 15th Jun 2022

Partner Zone

Are cost pressures starting to ease?

Tentative signs are emerging that cost pressures may soon ease, according to a recent survey of Fidelity analysts – on average, companies' costs are set to increasing over the next six months, but to...

Fidelity International 15th Jun 2022

Partner Zone

The sleeping giant: bond investors and the fight against climate change

In the first of a two-part series, Fidelity portfolio managers Kris Atkinson and Sajiv Vaid discuss the vital role that fixed income investors can play in accelerating the shift to a net-zero world by...

Fidelity International 15th Jun 2022

Analysis & Opinion

The Week: Can commodities maintain the pace?

It’s been a bumper time for commodities, but there are question marks over whether commodities can sustain their current pace of growth. 

Adviser-Hub 15th Jun 2022

Partner Zone

Energy efficiency champions: the indirect beneficiaries of oil spikes

Baillie Gifford looks beyond energy stocks to focus on companies whose earnings and dividends should see long-term benefits from higher oil and gas prices. Seb Petit explains why. Capital at risk and...

Baillie Gifford 14th Jun 2022

Partner Zone

Energy efficiency champions: the indirect beneficiaries of oil spikes

Baillie Gifford looks beyond energy stocks to focus on companies whose earnings and dividends should see long-term benefits from higher oil and gas prices. Seb Petit explains why. Capital at risk and...

Baillie Gifford 14th Jun 2022

Business Toolkit

Stronger pension nudges: final rules and guidance

The FCA's final rules and guidance for firms on the stronger nudge to Pension Wise guidance (PS21/21) came into effect on 1 June 2022. Here Fidelity Adviser Solutions look at who is affected by the ne...

Fidelity Adviser Solutions 13th Jun 2022

Analysis & Opinion

When ESG and sustainability are at odds

ESG v sustainability: are we heading in the right direction? Baillie Gifford’s Siobhan Cleary, ESG Specialist, explores questions to consider to avoid being led astray by ESG risk scores.

Baillie Gifford 13th Jun 2022

Analysis & Opinion

Big brands need to clean up on plastics

Big brands need to clean up on plastics: find out how Fidelity is pressing consumer companies to deliver real world solutions to one of the planet’s biggest challenges.

Fidelity International 13th Jun 2022

Analysis & Opinion

Global Property Securities - Property sector yet to face its emissions reckoning

The property sector is yet to face its emissions reckoning, says Stephen Hayes, First Sentier’s Head of Global Property Securities.

FSSA Investment Managers 13th Jun 2022

Partner Zone

Infinite progress

Gary Robinson of the Baillie Gifford American Fund explains why there’s no reason to fear innovators will run out of ideas. In fact, the speed at which they generate them is accelerating. Capital at r...

Baillie Gifford 10th Jun 2022

Partner Zone

How is technology reshaping the future of education?

For digital learning companies that can balance accessibility and profits, the opportunities are vast. Baillie Gifford’s Thaiha Nguyen explains more. Capital at risk.

Baillie Gifford 10th Jun 2022

Analysis & Opinion

The Week: Saving the blue economy

Oceans Day 2022 serves as a reminder of the threat to the world’s oceans – and the role investors can play in holding companies to account.

Adviser-Hub 9th Jun 2022

Market Updates

Global update: Interest rates rise around the world

Markets were choppy during May as investors’ ongoing preoccupation over inflation was compounded by a raft of interest rate increases. The US Federal Reserve (Fed) raised its key interest rate by 50 b...

Adviser-Hub 6th Jun 2022

Market Updates

UK market review: Uncertainties hang over financial markets

Concerns over inflation and the outlook for monetary policy and economic growth continued to preoccupy investors in May. The FTSE 100 Index edged up by 0.8% over the month, while the FTSE 250 Index fe...

Adviser-Hub 6th Jun 2022

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 6th Jun 2022

Analysis & Opinion

The Week: Tesla gets the elbow

Tesla has been given the elbow from a popular ESG index, yet ExxonMobil remains in place, showing the anomalies of ESG ratings. 

Adviser-Hub 1st Jun 2022

Business Toolkit

Pre-A Day drawdown arrangements and the age 75 test

Fidelity Adviser Solutions’ pension expert, Paul Squirrell, runs through a case study of a client with Pre A day drawdown arrangements approaching age 75. Considerations include the uncrystallised fun...

Fidelity Adviser Solutions 31st May 2022

Partner Zone

How the energy crisis could fuel mobility innovation

Could the current energy crisis fuel greater change in the mobility sector, creating new opportunities for investors? Newton portfolio manager Frank Goguen and global investment strategist George Saff...

BNY Mellon Investment Management 31st May 2022

Partner Zone

Sustainable investing needs to evolve. Fast

Sustainable investing needs to evolve. Fast. The leading businesses of tomorrow will be those that create value for all of their stakeholders. To identify them, sustainable investment approaches need...

Ninety One 31st May 2022

Partner Zone

How to Measure Responsible Investing

With ESG reporting in its infancy, many investors take ESG scores at face value. In doing so, they risk missing what really matters. Toby Ross, co-manager of Baillie Gifford Global Income Growth strat...

Baillie Gifford 31st May 2022

Partner Zone

Focus on the outcomes, not the income

The Multi-Asset team shares its latest ‘retirement checklist’, comprising three core questions that help investors double check whether their existing strategy is as active and differentiated as their...

Ninety One 30th May 2022

Partner Zone

Sustainable investing needs to evolve. Fast

The leading businesses of tomorrow will be those that create value for all of their stakeholders. To identify them, sustainable investment approaches need to be re-engineered. Three of Ninety One’s po...

Ninety One 30th May 2022

Sustainable multi asset VIDEO

Fidelity International | Introducing the Fidelity Sustainable Multi Asset range

James Bird, National Development Associate Director, and Paul Nash, Investment Director, discuss the Fidelity Sustainable Multi Asset fund range. Listen to benefit from Paul’s insight into the range’s...

Fidelity International 30th May 2022

Hub Exclusives - Banner_Alternatives 3 Analysis & Opinion

Why dividends tell us that earnings may be overbaked

Despite developing headwinds, the market still expects earnings to trend higher through 2023. Dividends, however, tell a rather different story. Portfolio Manager Abrie Pretorius explains why dividend...

Ninety One 30th May 2022

Partner Zone

The long view: investing in the future

Baillie Gifford’s Gary Robinson, investment manager of the US Growth Trust and American Fund, explains why the pace of invention should continue to speed up. Capital at risk.

Baillie Gifford 26th May 2022

Partner Zone

Scottish Mortgage: long-term endurance

In turbulent times, Scottish Mortgage’s focus is on long-term investing, not on the discomfort of drawdowns. Deputy fund manager Lawrence Burns explains why. Capital at risk.

Baillie Gifford 26th May 2022

Analysis & Opinion

The Week: The state of markets: is it over yet?

This has been a tough period in markets. However, it is difficult to see a reversal in fortunes in the short-term.

Adviser-Hub 25th May 2022

Partner Zone

Scottish Mortgage: Long-term endurance

In turbulent times, Scottish Mortgage’s focus is on long-term investing, not on the discomfort of drawdowns. Deputy fund manager Lawrence Burns explains why. Capital at risk.

Baillie Gifford 25th May 2022

Partner Zone

Electric Income

Two renewable energy providers demonstrate how tackling climate change can also create new sources of reliable income. Baillie Gifford’s Charlie Houston explains more. Capital at risk and income not g...

Baillie Gifford 24th May 2022

FIL_OpenMAY22 VIDEO

Fidelity International | Introducing Fidelity Multi Asset Open range

James Bird, National Development Associate Director, and Paul Nash, Investment Director, provide an overview of the Multi Asset Open range. Watch this short video to benefit from Paul’s insight into t...

Fidelity International 24th May 2022

Analysis & Opinion

Regulation: the evolving UK landscape

This has been an important period for sustainability regulation. Europe has led the way, implementing the Sustainable Finance Disclosure Regulation in May 2021, following the EU taxonomy in June 2020....

Adviser-Hub 24th May 2022

Partner Zone

Electric Income

Electric Income Two renewable energy providers demonstrate how tackling climate change can also create new sources of reliable income. Baillie Gifford’s Charlie Houston explains more.

Baillie Gifford 24th May 2022

Analysis & Opinion

The Week: The China problem

China’s economic weakness has spooked markets, but is its weakness likely to be short or long term?

Adviser-Hub 19th May 2022

Partner Zone

The “Grand Chessboard” reconfigured; Stagflation risks intensify

The Russia-Ukraine war is set to dramatically redefine the global order (or the Grand Chessboard*), both economically and geopolitically. In the near-term, the trade and financial shocks from the conf...

Fidelity International 18th May 2022

Hub Exclusives - Banner_Alternatives 34 Analysis & Opinion

Net Zero: do we really understand what it means?

Reaching Net Zero is a massive undertaking that requires co-operation on a global scale. We all have a role to play, both as individuals and as investors. As demand for sustainable investment solution...

Adviser-Hub 18th May 2022

Analysis & Opinion

The evolution of our sustainability ratings and research

Fidelity’s investment team discuss how they are evolving and enhancing their sustainability research and ratings. Find out how they are moving away from solely using ESG as a risk management tool, wit...

Fidelity International 17th May 2022

Analysis & Opinion

Patient Green Capital

Companies need time to develop carbon-cutting disruptive innovations. By providing patient capital, you can increase both their environmental impact and your returns, as Scottish Mortgage Investment T...

Baillie Gifford 17th May 2022

Analysis & Opinion

In conversation with Mercer: How to practically invest sustainably?

Ninety One invited guest speaker Indira Sabitova, Portfolio Manager at Mercer, to share her experiences of investing sustainably and practical takeaways for investors looking to embark on the journey...

Ninety One 17th May 2022

Partner Zone

Bond investing in the zero-carbon future

Baillie Gifford’s Charlie Houston explains how renewable energy providers like India’s Greenko and Costa Rica’s ICE can tackle climate change while creating new sources of reliable income for investor...

Baillie Gifford 16th May 2022

Partner Zone

Corporates weigh the cost of long-term Russia exits

Our latest Analyst Survey points to a new message coming from a substantial group of global companies: Russia may be un-investable for years to come and many will not do business with Putin’s regime a...

Fidelity International 16th May 2022

Partner Zone

50 is the new 25

Our Global Macro Team give their take on the US Federal Reserve’s first 50bps interest rate hike since 2000. Despite this seemingly hawkish move, they discuss why the Fed could end up delivering less...

Fidelity International 16th May 2022

Partner Zone

Scottish Mortgage: why decarbonisation needs patient investors

Scottish Mortgage Investment Trust’s Claire Shaw explains why investing in the next generation of green technologies requires time and patience. Capital at risk.

Baillie Gifford 16th May 2022

Partner Zone

Scottish Mortgage: why decarbonisation needs patient investors

Scottish Mortgage Investment Trust’s Claire Shaw explains why investing in the next generation of green technologies requires time and patience. Capital at risk.

Baillie Gifford 16th May 2022

Partner Zone

Your guide to blockchain and digital assets

In the last 10 years digital assets have evolved into a wide taxonomy of applications, including cryptocurrencies, and investors across the globe are starting to take notice. Read our guide to find ou...

Fidelity International 16th May 2022

Analysis & Opinion

What’s new in ESG?

The initial focus for sustainable investors has been around decarbonisation and changing the way the world uses energy. However, it is increasingly clear that investors also hold the power to change t...

Adviser-Hub 16th May 2022

Analysis & Opinion

Central bank digital currencies: an age-defining shift in the monetary system?

A recent increase in interest has seen many countries bring forward analysis and trials for central bank digital currencies (CBDCs). Given the complexities involved, we ask: why the rush?

Ninety One 13th May 2022

Analysis & Opinion

This US tightening cycle is different and market participants don’t get it

Strategist Russell Silberston discusses how the market is underestimating how far interest rates will rise, meaning bond yields have much further to rise (and bond prices to fall) than hitherto

Ninety One 13th May 2022

Partner Zone

Central bank digital currencies: an age-defining shift in the monetary system?

A recent increase in interest has seen many countries bring forward analysis and trials for central bank digital currencies (CBDCs). Given the complexities involved, we ask: why the rush?

Ninety One 13th May 2022

Partner Zone

This US tightening cycle is different and market participants don’t get it

Strategist Russell Silberston discusses how the market is underestimating how far interest rates will rise, meaning bond yields have much further to rise (and bond prices to fall) than hitherto

Ninety One 13th May 2022

Business Toolkit

Fidelity Adviser Solutions partners with Origo’s Integration Hub

Fidelity Adviser Solutions are delighted to have partnered with the Origo Integration Hub providing Straight Through Processing (STP) for account opening and trading services.

Fidelity Adviser Solutions 12th May 2022

Business Toolkit

The Pension Forum: helping build your technical knowledge

The rules relating to pensions can be incredibly confusing given the complexity of the Pensions Tax Manual. To help build your technical knowledge around some of the more obscure aspects of this topic...

Fidelity Adviser Solutions 12th May 2022

Partner Zone

Can sustainability legislation prevent greenwashing?

It is over a year since the Sustainable Finance Disclosure Regulation (SFDR) was introduced in Europe. The UK’s Sustainable Disclosure Requirements (SDRs) came into effect at the start of this year an...

Ninety One 11th May 2022

Partner Zone

Can sustainability legislation prevent greenwashing?

It is over a year since the Sustainable Finance Disclosure Regulation (SFDR) was introduced in Europe. The UK’s Sustainable Disclosure Requirements (SDRs) came into effect at the start of this year an...

Ninety One 11th May 2022

Analysis & Opinion

The Week: Buybacks: time to celebrate or sell?

It’s not just the oil majors delivering chunky share buyback programmes, but is it good for long-term investors?

Adviser-Hub 11th May 2022

Analysis & Opinion

The impact of the Ukraine crisis on sustainable investment

The war in Ukraine will have far-reaching ramifications for the economic and geopolitical landscape for some time to come. It has also pushed governments, corporates and individuals to look at the way...

Adviser-Hub 9th May 2022

Analysis & Opinion

Small but powerful: why disruption isn’t just for tech giants

As the Baillie Gifford International Smaller Companies Fund marks its third anniversary, its managers explain how the Fund’s ‘radar research framework’ picks up the signals of small caps that can deli...

Baillie Gifford 6th May 2022

Analysis & Opinion

Market View: The outlook for value investing

Value stocks and sectors have rallied sharply over recent times, driven by shifting expectations for inflation and monetary policy. Fidelity’s value-focused portfolio managers discuss what lies ahead...

Fidelity International 6th May 2022

Market Updates

US interest rate update: Fed continues to tighten

Having raised the federal funds rate by 0.25 percentage points in March – its first rate increase for two years – the US Federal Reserve intensified its tightening action at its April meeting, raising...

Adviser-Hub 5th May 2022

Analysis & Opinion

Time to get our houses in order for the energy transition

The global construction industry accounts for almost 40% of total energy-related greenhouse gas emissions. That presents big opportunities for companies providing products and services that make the b...

Ninety One 5th May 2022

Market Updates

Global update: Inflation triggers concerns over growth

Investor sentiment was undermined during April by concerns over inflation, fears relating to the war in Ukraine, and worries about the wider economic impact of Covid outbreaks in China.

Adviser-Hub 5th May 2022

Market Updates

UK market review: “Clear and present danger”

As prices continued their relentless rise, the IMF warned: “inflation has become a clear and present danger for many countries”. Consumer price inflation in the UK accelerated from 6.2% year on year i...

Adviser-Hub 5th May 2022

Market Updates

UK interest rate update: Bank of England triggers stagflation fears

The Bank of England raised its key base rate from 0.75% to 1% at its May meeting, returning it to a level last seen in 2009. This was the fourth rise imposed by the central bank, following increases i...

Adviser-Hub 5th May 2022

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 5th May 2022

Hub Exclusives - Banner_Alternatives 35 Analysis & Opinion

Energy shock: looking at both sides of the coin

The energy shock facing consumers requires environmental solutions on both the demand and the supply side of the energy equation. While this is set to boost usage of existing energy-efficient technolo...

Adviser-Hub 5th May 2022

Analysis & Opinion

The Week: US bond yields hit 3%: a new investment landscape?

The dramatic moves in government bond markets since the start of the year are changing the landscape for wider financial markets. 

Adviser-Hub 4th May 2022

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.

Fidelity Adviser Solutions 3rd May 2022

Analysis & Opinion

Is central bank tightening priced in

Is the full extent of Fed policy tightening now “in the price”. Ninety One’s Portfolio Manager Iain Cunningham doesn’t think so…

Ninety One 29th Apr 2022

Analysis & Opinion

The Week: Time to AIM higher

AIM stocks have hit hardest by weakening investor sentiment: the gap between their operational performance, relative and share price performance now looks hard to ignore. 

Adviser-Hub 28th Apr 2022

Multi Asset Income Thumbnail VIDEO

Baillie Gifford | Up to speed with property

A growing digital economy means opportunities for those providing the real estate to support it, and a reliable income stream as Baillie Gifford’s Jon Stewart explains. Capital at risk and income not...

Baillie Gifford 25th Apr 2022

Partner Zone

Up to speed with property

A growing digital economy means opportunities for those providing the real estate to support it, and a reliable income stream as Baillie Gifford’s Jon Stewart explains. Capital at risk and income not...

Baillie Gifford 22nd Apr 2022

Analysis & Opinion

10 trends to watch in global equities

Fidelity Global Special Situations portfolio manager Jeremy Podger identifies 10 trends that are set to influence returns over the next decade and discusses what this means for stock selection and por...

Fidelity International 22nd Apr 2022

Analysis & Opinion

The case for clean energy in EM

As developing countries continue their path to decarbonisation there is a growing need for companies in these regions to provide renewable solutions, says BNY Mellon Sustainable Global Emerging Market...

BNY Mellon Investment Management 22nd Apr 2022

Analysis & Opinion

Collecting thoughts

As he prepares to stand down as joint manager of Scottish Mortgage Investment Trust, James Anderson reflects on the great minds that influenced his thinking.

Baillie Gifford 22nd Apr 2022

Analysis & Opinion

The Week: Technology: they think it’s all over?

The technology sector has had a dismal start to the year, but it remains embedded in major structural trends. Is this a good time to take another look?

Adviser-Hub 21st Apr 2022

NinetyOne_whatwilldrivemarketsintheyear VIDEO

Ninety One | What will drive markets in the year ahead?

2022 promises to be a very different kind of year for financial markets. In particular, rising rates and higher inflation will reshape the landscape. Does anything else have the power to surprise mark...

Ninety One 20th Apr 2022

NinetyOne_reversaloffortunes VIDEO

Ninety One | Asset class outlook for 2022

For the past decade, there has really only been one trade in town – the long duration trade. Today, the landscape looks different: how will this affect asset classes in the year ahead?

Ninety One 20th Apr 2022

NinetyOne_handlingtheyearahead VIDEO

Ninety One | How fund managers are adapting their portfolios

Financial markets in 2022 are likely to break with recent history. We asked Ellie Clapton, Portfolio Specialist at Ninety One, with a flexible strategy, how she is positioned for the year ahead.

Ninety One 20th Apr 2022

Analysis & Opinion

China's move to renewable energy

With China’s recent investment in solar power and renewable energy getting progressively cheaper, Baillie Gifford’s Calum Holt explores whether a greener world is achievable.

Baillie Gifford 20th Apr 2022

Analysis & Opinion

Case for clean energy

As developing countries continue their path to decarbonisation there is a growing need for companies in these regions to provide renewable solutions, says BNY Mellon Sustainable Global Emerging Market...

BNY Mellon Investment Management 20th Apr 2022

Business Toolkit

The annual allowance charge and Scheme Pays requests

Fidelity Adviser Solutions take a step-by-step approach to calculating client’s annual allowance charges and explain the two types of Scheme Pays, mandatory and voluntary. They also run throu...

Fidelity Adviser Solutions 19th Apr 2022

Analysis & Opinion

Equities and inflation: a good match?

Walter Scott client investment manager George Dent looks back to previous periods of higher inflation, and how it suits strategies like Long-Term Global Equity.

Various 14th Apr 2022

Market Updates

Global update: Concerns over Ukraine persist

Alongside the heavy human cost of Russia’s war in Ukraine, the Organisation for Economic Development (OECD) issued a warning about the economic impact.

Adviser-Hub 14th Apr 2022

Market Updates

UK market review: Ukraine and inflation share the spotlight

Alongside the unfolding tragedy in Ukraine, the surging cost of living continued to garner headlines in the UK during March.

Adviser-Hub 14th Apr 2022

Analysis & Opinion

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 14th Apr 2022

Partner Zone

Why is Baillie Gifford buying into private companies?

Baillie Gifford’s Peter Singlehurst explains the rise of investment opportunities in innovative private companies like SpaceX, Epic Games and Stripe. Capital at risk.

Baillie Gifford 13th Apr 2022

Analysis & Opinion

The Week: Fixed income holdings drop to 14-year lows

Investors are abandoning fixed income, as rising inflation and interest rates take hold, but could they be leaving themselves vulnerable?

Adviser-Hub 13th Apr 2022

Business Toolkit

New: Tax tables 2022/23 available

Fidelity Adviser Solutions' 2022/23 tax tables are now available, with all the rates and thresholds for the coming year.

Fidelity Adviser Solutions 11th Apr 2022

Sustainable global equity income VIDEO

Fidelity International | Why consider ESG factors for dividend investing?

Aditya Shivram, Portfolio Manager of the Fidelity Sustainable Global Equity Income Fund introduces the fund’s investment approach and shares why he believes a focus on sustainability is highl...

Fidelity International 11th Apr 2022

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 7th Apr 2022

Analysis & Opinion

Ukraine war raises social and ethical dilemmas

Russia’s war in Ukraine has raised complex sustainability and ethical issues for companies and investors. Jenn-Hui Tan, Fidelity’s Global Head of Stewardship and Sustainable Investing, examines some o...

Fidelity International 7th Apr 2022

Analysis & Opinion

Market View: ‘Hope and hype’ replacing fundamentals?

Walter Scott client investment manager George Dent argues that while the growth sell-off might appear indiscriminate, it pays to look beyond the noise for quality companies.

BNY Mellon Investment Management 7th Apr 2022

Analysis & Opinion

The Week: Government spending soars to $65 trillion

Global government spending has increased by a quarter over the pandemic. It’s a tough time to be in charge of the government’s purse strings.

Adviser-Hub 6th Apr 2022

Partner Zone

Ukraine war raises social and ethical dilemmas

Russia’s war in Ukraine has raised complex sustainability and ethical issues for companies and investors alike. Jenn-Hui Tan, Fidelity’s Global Head of Stewardship and Sustainable Investing, examines...

Fidelity International 6th Apr 2022

Partner Zone

Is the SFDR achieving its aims?

Is the SFDR achieving its aims? Kristina Church BNY Mellon Investment Management’s Head of Responsible Strategy, assesses the SFDR’s successes and challenges.

BNY Mellon Investment Management 6th Apr 2022

Partner Zone

Market View: What Russia-Ukraine means for energy and commodity markets

What Russia-Ukraine means for energy and commodity markets: recent oil and gas pricing may have seemed chaotic. But, as Ninety One’s Tom Nelson explains, there is a logic to energy market moves, as we...

Ninety One 6th Apr 2022

Analysis & Opinion

Spring Statement 2022: crisis in the cost of living

Chancellor of the Exchequer Rishi Sunak’s 2022 Spring Statement acknowledged the rising cost of living but did little to address it in the short-to-medium term.

Adviser-Hub 4th Apr 2022

Analysis & Opinion

A better way to generate beta?

BNY Mellon explains how investors can reliably extract beta from less liquid fixed income markets where traditional active and passive strategies have struggled to match the index.

BNY Mellon Investment Management 1st Apr 2022

Analysis & Opinion

Market View: What Russia-Ukraine means for energy and commodity markets

Recent oil and gas pricing may have seemed chaotic. But as Ninety One’s Tom Nelson explains, there is a logic to energy market moves, as well as useful precedents for investors to learn from.

Ninety One 1st Apr 2022

Hub Exclusives - Banner_Alternatives 3 Analysis & Opinion

Inflation: why the ‘hard asset’ mantra needs a rethink

Inflation is set to continue its rise. Historically, tangible ‘hard’ assets have outperformed financial assets in similar environments – but it’s not as simple as that.

Ninety One 1st Apr 2022

Analysis & Opinion

The Week: Gold: from damp squib to safe haven

Gold has protected investors during the crisis, but may struggle to make further progress from here.

Adviser-Hub 30th Mar 2022

Partner Zone

Chart Room: The second-order impacts of the Ukraine war

As the appalling human cost of the war in Ukraine continues to grow, the knock-on economic effects are also being felt. With this in mind, we recently surveyed our team of analysts to gain an insight...

Fidelity International 29th Mar 2022

Partner Zone

Strat snippets: All eyes on geopolitics

A combination of central bank policy tightening and the tragic events in Ukraine have driven broad-based weakness across rates and credit markets in the opening weeks of 2022. Fidelity Strategic Bond...

Fidelity International 29th Mar 2022

Partner Zone

A time for cool heads as the world order shifts

Russia’s war in Ukraine has raised fears of profound fissures in the global economic and geopolitical balance, while casting scrutiny on China’s stance in the unfolding crisis. Once the dust settles a...

Fidelity Adviser Solutions 29th Mar 2022

Analysis & Opinion

The Week: Latin America: the world’s investing hotspot

Latin American funds have been top performers since the start of the year, buoyed by rising commodity prices and currency strength. But will difficult politics disrupt the region’s strength?

Adviser-Hub 24th Mar 2022

AHHEVid_23Mar22 VIDEO

Handling the year ahead: how fund managers are adapting their portfolios

Financial markets in 2022 are likely to break with recent history. We ask two fund managers with flexible strategies how they are positioning for the year ahead.

Adviser-Hub 23rd Mar 2022

Partner Zone

How can active bond investors find sustainable innovators?

Baillie Gifford’s Lucy Isles and Saorla Whelan explain how active bond investors can find the companies that are successfully adapting as the energy sector moves to a low-carbon initiative. Capital at...

Baillie Gifford 22nd Mar 2022

Partner Zone

Scottish Mortgage - The power of people

Scottish Mortgage deputy fund manager Lawrence Burns explains how access to the brightest minds in entrepreneurship and academia allows him and his team to invest in the leading companies of the futur...

Baillie Gifford 22nd Mar 2022

Hub Exclusives - Banner_Alternatives 33 Analysis & Opinion

The climate challenge and the role investors can play

Climate change poses a threat to natural habitats, human populations and the economy, but there are compelling long-term opportunities for companies.

Adviser-Hub 21st Mar 2022

Analysis & Opinion

Fed delivers first rate increase since 2018

The US Federal Reserve raised the key federal funds rate for the first time since March 2018 in a move designed to curb inflationary pressures.

Adviser-Hub 17th Mar 2022

Analysis & Opinion

UK rates return to pre-pandemic levels

The Bank of England raised interest rates for a second consecutive month in March, bringing them back to pre-pandemic levels.

Adviser-Hub 17th Mar 2022

Analysis & Opinion

The Week: Might the war in Ukraine change the direction of interest rates?

Interest rates are slated to rise several times in 2022. Does the Ukrainian crisis shift the thinking from central bankers?

Adviser-Hub 16th Mar 2022

SM Webinar Image - AH 1283x565 VIDEO

Baillie Gifford | In conversation with the Scottish Mortgage managers

In this webinar, Baillie Gifford’s Tom Slater and Lawrence Burns discuss the evolution of the Scottish Mortgage management team.

Baillie Gifford 16th Mar 2022

Sustainable Asia VIDEO

Fidelity International | Fund update - Sustainable Asia Equity

Fidelity Sustainable Asia Equity Fund managers Dhananjay Phadnis and Flora Wang highlight how portfolio positioning is evolving in the current environment and how deep levels of corporate engagement i...

Fidelity International 14th Mar 2022

Partner Zone

We are living in the age of sustainable consumer brands

Consumers increasingly identify with what a product stands for and what it communicates to others. Aneta Wynimko, Portfolio Manager of the Fidelity Sustainable Consumer Brands Fund, discusses how comp...

Fidelity International 14th Mar 2022

Partner Zone

How investors can mitigate climate change

Investors have a vital role to play in accelerating the shift to a net zero world by 2050. Our portfolio managers across asset classes discuss why we must support the adoption of solutions that provid...

Fidelity International 14th Mar 2022

Partner Zone

Three key demographic drivers shaping tomorrow’s world

The world is changing rapidly, with three key demographic trends at play: we are living longer lives; we are living better lives; and there are more lives on the planet than ever before. We deep dive...

Fidelity International 14th Mar 2022

Climate change VIDEO

Fidelity International | How investors can mitigate climate change

Investors have a vital role to play in accelerating the shift to a net zero world by 2050. Our portfolio managers across asset classes discuss why we must support the adoption of solutions that provid...

Fidelity International 14th Mar 2022

Thematic investing VIDEO

Fidelity International | How Fidelity thinks about thematic investing

As interest in thematic investing continues to grow, Global Head of Investment Research Ned Salter introduces Fidelity’s capabilities in this area, outlining how we identify themes where high levels o...

Fidelity International 14th Mar 2022

HE_Reversaloffortunates VIDEO

Reversal of fortunes: asset class outlook for 2022

For the past decade, there has really only been one trade in town – the long duration trade. Today, the landscape looks different: how will this affect asset classes in the year ahead?

Adviser-Hub 14th Mar 2022

04 Analysis & Opinion

Analyst survey 2022: reality bites for ESG

Analysts report a growing emphasis on ESG among companies around the world.

Fidelity International 14th Mar 2022

Partner Zone

Fund update - Sustainable Asia Equity

Fidelity Sustainable Asia Equity Fund portfolio managers Dhananjay Phadnis and Flora Wang provide a fund update and outline how deep levels of corporate engagement is starting to deliver tangible resu...

Fidelity Adviser Solutions 10th Mar 2022

Analysis & Opinion

International growth: a conversation with Baillie Gifford’s Portfolio Management team

Nick Thomas hosts a discussion of the investment landscape with his Portfolio Construction Group colleagues, Tom Coutts and Julia Angeles.

Baillie Gifford 10th Mar 2022

Analysis & Opinion

CIO outlook: searching for safe havens amid a stagflation shock

Fidelity’s Global CIO Andrew McCaffery and other senior members of the investment team discuss the options for investors looking to build resilience into their portfolios.

Fidelity International 10th Mar 2022

Market Updates

Global update: Global stock markets fall as Russia moves on Ukraine

Investors experienced fresh market volatility towards the end of February as global financial markets reacted to Russia’s invasion of Ukraine.

Adviser-Hub 9th Mar 2022

Market Updates

UK market review: UK markets drop on Ukraine invasion

Share prices in the UK generally fell during February as a whole, as concerns over the prospect of a Russian invasion of Ukraine turned into reality.

Adviser-Hub 9th Mar 2022

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 9th Mar 2022

Analysis & Opinion

The Week: Soaring oil price: is a recession inevitable?

The oil price hit new highs this week, as countries took steps to cut Russian oil out of their energy supply chain.

Adviser-Hub 9th Mar 2022

Business Toolkit

Planning considerations at tax year end

Paul Squirrell, Fidelity Adviser Solutions ‘expert, highlights financial planning considerations for Pensions, ISAs and Investment Accounts when approaching the end of the tax year.

Fidelity Adviser Solutions 8th Mar 2022

HN_7March22 VIDEO

This time it's different: what will drive markets in the year ahead?

2022 promises to be a very different kind of year for financial markets. In particular, rising rates and higher inflation will reshape the landscape. Does anything else have the power to surprise mark...

Adviser-Hub 7th Mar 2022

Analysis & Opinion

Cryptocurrencies: not a one-way ticket?

The price of Bitcoin has almost halved since November last year, reminding investors that this it is not a one-way ticket to riches.

Adviser-Hub 4th Mar 2022

Analysis & Opinion

The Week: Ukraine and the impact on markets

The impact of geopolitical events on markets is often short-lived – will it be different for the Ukrainian crisis?

Adviser-Hub 3rd Mar 2022

RGEI Image VIDEO

Baillie Gifford | Responsible Global Equity Income Fund

Baillie Gifford’s Toby Ross and Diane Esson reflect on the past three years of the Responsible Global Equity Income Fund. Capital at risk and income not guaranteed.

Baillie Gifford 1st Mar 2022

Analysis & Opinion

In the spotlight: the energy sector

Tensions in Ukraine have put the energy sector in the spotlight.

Adviser-Hub 1st Mar 2022

Analysis & Opinion

Handling the year ahead: how fund managers are adapting their portfolios

We ask two fund managers with flexible strategies how they are positioning for the year ahead.

Adviser-Hub 28th Feb 2022

Analysis & Opinion

The Week: Emerging markets: all doom and gloom?

Emerging markets have been a tough place to invest for over a decade, particularly outside China. Today, there seem to be even more reasons to worry.

Adviser-Hub 23rd Feb 2022

Partner Zone

Why cleaning up energy is good news for income investors

Baillie Gifford’s Nicoleta Dumitru explains how two utilities involved in power grid upgrades could help income keep pace with inflation.

Baillie Gifford 21st Feb 2022

Partner Zone

Why cleaning up energy is good news for income investors

Baillie Gifford’s Nicoleta Dumitru explains how two utilities involved in power grid upgrades could help income keep pace with inflation. Capital at risk and income not guaranteed.

Baillie Gifford 21st Feb 2022

Partner Zone

Strat snippets: Onwards and upwards

With rates on the rise and volatility alive and well, Fidelity Strategic Bond Fund co-portfolio manager Tim Foster assesses the impact of the recent hawkish pivot on bond markets. He discusses why the...

Fidelity International 21st Feb 2022

Partner Zone

Chart Room: Covid recovery tops the list of themes for 2022

A tempestuous start to the year for markets, driven by inflation and geopolitical worries, shouldn’t obscure what Fidelity analysts on balance expect to be the central theme of the next 12 months: the...

Fidelity International 21st Feb 2022

Partner Zone

Metaverse: Does it meta?

The buzz around the “metaverse” has gone into overdrive as the technology that could make it a (virtual) reality draws closer and internet giants make big bets on its success. But is it all it’s crack...

Fidelity International 21st Feb 2022

Eugene - cover image VIDEO

Fidelity International | Fidelity Multi Asset Income range - Fund update

Portfolio manager Eugene Philalithis shares a portfolio update and his latest market observations on high yield and equities, as well as his insight into the portfolio’s investments into alternatives.

Fidelity International 21st Feb 2022

Business Toolkit

Important considerations for pension contributions before 5 April

Paul Squirrell, Fidelity Adviser Solutions’ pension expert, takes a step-by-step approach to pension contributions from the critical starting point of tax relief.

Fidelity Adviser Solutions 21st Feb 2022

Analysis & Opinion

The Week: It’s a value rally, but not as we know it

This year’s value rally looks a little different to last year’s. There are reasons to believe it may have more longevity as a result.

Adviser-Hub 17th Feb 2022

Analysis & Opinion

Reversal of fortunes: asset class outlook for 2022

For investors that have got it right, it has been an easy way to grow wealth. However, that may be all about to change.

Adviser-Hub 17th Feb 2022

Market Updates

UK market review: Inflationary pressures continue to build

January was a challenging month for UK investors who had to contend with intensifying inflationary pressures alongside the prospect of higher UK and US interest rates and the possibility of a Russian...

Adviser-Hub 11th Feb 2022

Analysis & Opinion

UK rate increase: Back-to-back rate increases from the Bank of England

In a move intended to dampen surging inflationary pressures, the Bank of England (BoE) raised its key interest rate from 0.25% to 0.50%.

Adviser-Hub 11th Feb 2022

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 11th Feb 2022

Partner Zone

Investing in energy in a decarbonising world

As the world transitions towards net zero, investors need to think carefully how they allocate to the energy sector. Ninety-One’s Tom Nelson, Co-Head of Thematic Equity, explores the outlook and the o...

Ninety One 10th Feb 2022

Analysis & Opinion

The Week: Does the conflict in Ukraine pose a risk to markets?

As the crisis escalates, what is the fallout for financial markets from tension on the Ukrainian border?

Adviser-Hub 10th Feb 2022

Partner Zone

Sustainable companies, global challenges

Investing in the sustainability revolution: recognising creative destruction is good for sustainable investment is an important step in finding the upcoming sustainable companies that will drive a mor...

Baillie Gifford 10th Feb 2022

Partner Zone

Fixed Income Spotlight: Sustainable investing

Fidelity’s fixed income investment team explores the critical role that fixed income investors can play in decarbonising the global economy and mitigating the impact of climate change.

Fidelity International 10th Feb 2022

Market Updates

Global update: A volatile start to 2022

Leading equity markets generally fell during January amid concerns over the prospect of higher interest rates in the US, the impact of the Omicron variant, and mounting tensions between Russia and Ukr...

Adviser-Hub 10th Feb 2022

Business Toolkit

Make online safety your priority

Fidelity Adviser Solutions’ cybersecurity hub includes a number of checklists and support guides to help you and your office ensure you stay safe online.

Fidelity Adviser Solutions 9th Feb 2022

Business Toolkit

FCA’s strategy for positive change

The FCA believes the financial sector has an important role to play in helping the economy adapt to a more sustainable long-term future. Here is an overview of how it intends to support the industry d...

Fidelity Adviser Solutions 9th Feb 2022

Business Toolkit

Tax year end checklists - your financial planning framework

Fidelity Adviser Solutions have designed checklists to help highlight financial planning considerations for Pensions, ISAs and Investment Accounts when approaching the end of the tax year.

Fidelity Adviser Solutions 9th Feb 2022

Analysis & Opinion

2022: what will drive markets in the year ahead?

2022 promises to be a very different kind of year. The environment of loose monetary policy and benign inflation that has characterised the decade or more since the financial crisis is starting to shi...

Adviser-Hub 8th Feb 2022

Business Toolkit

Tax year end planning for Pensions

Fidelity Adviser Solutions’ experts look at pensions and all the important considerations before the end of the tax year.

Fidelity Adviser Solutions 7th Feb 2022

Partner Zone

Baillie Gifford Managed Fund: 2021 performance review

Periods of weakness and market volatility aren’t comfortable, but we believe the Baillie Gifford Managed Fund’s consistent approach when investing in shares and bonds continues to be critical to deliv...

Baillie Gifford 4th Feb 2022

Partner Zone

Baillie Gifford Managed Fund: 2021 performance review

Periods of weakness and market volatility aren’t comfortable, but we believe the Baillie Gifford Managed Fund’s consistent approach when investing in shares and bonds continues to be critical to deliv...

Baillie Gifford 4th Feb 2022

Analysis & Opinion

The history of Edinburgh Worldwide Investment Trust

The US trips of trust founder and Victorian City giant Robert Fleming set the pattern of pioneering research that characterises today’s EWIT, as John Newlands explains

Baillie Gifford 3rd Feb 2022

Analysis & Opinion

The Week: Risk managers deliver a gloomy prognosis

The 2022 World Economic Forum Global Risks Report suggests a difficult few years ahead. Investors will need to lean in to these risks.

Adviser-Hub 3rd Feb 2022

Analysis & Opinion

Infinity machines

Ninety One Portfolio Manager Archie Hart discusses Infinity Machines (compounders) and their attractiveness within a portfolio

Ninety One 3rd Feb 2022

FILJamie Harvey VIDEO

Fidelity International | Investing in the world’s sustainable leaders

Jamie Harvey, Portfolio Manager of the recently repurposed Fidelity Sustainable Global Equity Fund shares why he believes that companies addressing the world’s greatest environmental and social challe...

Fidelity International 1st Feb 2022

Partner Zone

Catch-2022 policy dilemma hits markets

Shifting narratives from central banks - coupled with strong inflationary pressures - has had a significant impact on investor sentiment over recent weeks. Global Head of Macro & SAA Salman Ahmed outl...

Fidelity International 1st Feb 2022

Partner Zone

A regime change for equities?

Recent market movements suggest that a regime change is underway. Toby Gibb, Global Head of Investment Directing - Equities, reviews the shift away from those areas that have benefited most from a low...

Fidelity International 31st Jan 2022

Partner Zone

Why China could roar in the Year of the Tiger

As people around the world get ready to celebrate the Chinese New Year, Fidelity China Special Situations PLC’s Dale Nicholls considers whether better times for investors in China’s equity markets. In...

Fidelity International 30th Jan 2022

Analysis & Opinion

Market View: Navigating the ESG “bubble”

Jamie Harvey, portfolio manager of the Fidelity Sustainable Global Equity Fund, highlights the growing opportunities in under-appreciated ESG stocks that offer significantly higher quality and growth...

Fidelity International 27th Jan 2022

Analysis & Opinion

Tiger, tiger!

With uncertainty hanging over markets, investors need to tread carefully in the Year of the Tiger. But as Ninety One’s investment professionals explain, there are abundant opportunities too.

Ninety One 27th Jan 2022

Partner Zone

Nurobots: delivery with autonomous vehicles

Claire Shaw, Investment Specialist at Scottish Mortgage, explains how the autonomous vehicle company Nuro, hopes to transform local commerce and help deliver a better everyday life for everyone. Capit...

Baillie Gifford 26th Jan 2022

Partner Zone

Nurobots: delivery with autonomous vehicles

Claire Shaw, Investment Specialist at Scottish Mortgage, explains how the autonomous vehicle company Nuro, hopes to transform local commerce and help deliver a better everyday life for everyone.

Baillie Gifford 26th Jan 2022

Analysis & Opinion

The Week: Jump in profit warnings suggests a tougher 2022

Omicron was barely getting started, but profit warnings had already started to rise in the final quarter of 2021. Supply chain problems were starting to bite.

Adviser-Hub 26th Jan 2022

Business Toolkit

Sustainable Investment Finder

Fidelity’s Maike Currie and Julia Dreblow of SRI Services discuss how Fidelity’s tool could help to identify potential fund solutions.

Fidelity Adviser Solutions 26th Jan 2022

Analysis & Opinion

What do weak retail sales say about the UK economy?

It had all been going swimmingly for the UK retail sector. In November all the signs pointed to a buoyant Christmas period and recovery at last for the previously lacklustre high street.

Adviser-Hub 25th Jan 2022

Business Toolkit

Tax year end planning for ISAs and Investment Accounts

Tune in to hear a discussion on the financial planning considerations relating to ISAs and Investment Accounts as we approach the tax year end. Fidelity Adviser Solutions cover the various different t...

Fidelity Adviser Solutions 25th Jan 2022

Partner Zone

Navigating the ESG "bubble"

Navigating the ESG “bubble”: Jamie Harvey, portfolio manager of the Fidelity Sustainable Global Equity Fund, highlights the growing opportunities in under-appreciated ESG stocks that offer significant...

Fidelity International 24th Jan 2022

Analysis & Opinion

Market View: A turning of the tide in UK equities?

Simon Brazier explores the recent environment for UK equities and explains why market leadership may be about to change, benefiting the types of companies in which the Ninety One UK Alpha strategy see...

Ninety One 21st Jan 2022

Analysis & Opinion

The Week: China: does its recent weakness bring opportunities?

It’s been a horrible year for investors in China – and the most recent growth statistics brought little cheer. But might this bring opportunities?

Adviser-Hub 19th Jan 2022

Analysis & Opinion

The Week: Terry Smith takes aim at Unilever

Unilever has come under fire from one of its biggest shareholders, Terry Smith, for its grandstanding on social issues. Is the criticism fair?

Adviser-Hub 13th Jan 2022

Market Updates

Global update: Higher interest rates on the horizon

Despite the spread of the Omicron variant of Covid-19, major equity markets around the world ended 2021 in positive territory, boosted by mounting hopes that the variant would prove less serious than...

Adviser-Hub 13th Jan 2022

Market Updates

UK market review: A strong end to 2021, but question-marks remain

UK equity markets wobbled early in December as investors tried to assess the potential impact of the new Omicron variant of Coronavirus.

Adviser-Hub 13th Jan 2022

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 13th Jan 2022

Partner Zone

Externalities: The world's measure of success is changing

Externalities are now at the heart of companies’ interactions with society. As the focus on sustainability intensifies, it is increasingly important for investors to understand and price externalities...

Ninety One 11th Jan 2022

Business Toolkit

Cyber security: a core concern for advice firms

More and more advisory firms view cyber security as a top business challenge. Fidelity FundsNetwork’s report looks at certain key measures that can be taken by all firms to address the biggest risks.

Fidelity Adviser Solutions 11th Jan 2022

Partner Zone

Emerging markets: Investing beyond ESG

Baillie Gifford’s John Berry explains why investing strategies need to consider emerging markets’ potential for improvement, not just their risk scores. Capital at risk and income not guaranteed.

Baillie Gifford 10th Jan 2022

Partner Zone

Emerging markets: Investing beyond ESG

Baillie Gifford’s John Berry explains why investing strategies need to consider emerging markets’ potential for improvement, not just their risk scores. Capital at risk and income not guaranteed.

Baillie Gifford 10th Jan 2022

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 10th Jan 2022

Partner Zone

Are SLBs more than just a passing fad?

As demand for sustainably invested products gathers pace, issuers of sustainability-linked bonds (SLBs) are gaining inroads to fixed income markets. Insight Investment portfolio manager Lutz Engberdin...

BNY Mellon Investment Management 10th Jan 2022

Analysis & Opinion

The Week: An optimistic start to 2022

Markets have opened with a flourish – dismissing the new variant and inflationary pressures: should investors follow this new-found optimism?

Adviser-Hub 6th Jan 2022

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