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