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
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
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
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.
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
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...
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 | 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.
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
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
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.
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
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%.
Market briefings looking back at January
A selection of articles, written by our expert investment writers that cover the markets looking back through January.
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
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
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
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
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...
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
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...
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.
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
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
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
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
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
Infinity machines
Ninety One Portfolio Manager Archie Hart discusses Infinity Machines (compounders) and their attractiveness within a portfolio
Ninety One 3rd Feb 2022
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
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...
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