Adviser-Hub articles

Article-Chart-01-2019 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

PM_4 Partner Zone

In favour - more of the same; Out of favour - sterling

Neil Birrell, Premier Miton’s Chief Investment Officer and manager of the Diversified Fund range, explains that the investment team continues to be cautious and are positioning the funds acco...

Premier Miton Investors 29th Jun 2022

pmcentralbk11 Partner Zone

Perspectives – central bank credibility: a tipping point?

Premier Miton macro thematic and multi asset fund manager, Anthony Rayner, considers the credibility of central banks following the recent interest rate announcements.

Premier Miton Investors 29th Jun 2022

pmhistory22 Partner Zone

Perspectives - History doesn’t repeat itself, but it certainly rhymes

Premier Miton macro thematic and multi asset fund manager, David Jane, looks at two of the asset classes he believes are beginning to struggle in the current market cycle.

Premier Miton Investors 29th Jun 2022

pmbias33 Partner Zone

Perspectives - optimism bias is driving lazy assumptions

Premier Miton macro thematic and multi asset fund manager, Anthony Rayner, highlights recent examples of optimism bias and how it can lead to negative impacts on financial markets.

Premier Miton Investors 29th Jun 2022

pmblendmulti44 Partner Zone

Blending multi-asset solutions

Multi-asset funds are often regarded as one stop shops, offering a holistic investment solution for clients suited to their risk profile. However, multi-asset solutions often embed longer-term stru...

Premier Miton Investors 29th Jun 2022

pmlow55-1 Partner Zone

Perspectives – how low can you go?

Premier Miton macro thematic and multi asset fund manager, David Jane, considers how falling demand might affect corporate profits and hence, equity markets.

Premier Miton Investors 29th 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

baillieg_positivechangepodcast VIDEO

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

Article-Buildings-01-2019 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

Article-London-01-2019 Analysis & Opinion

Why investors can't overlook the "S" in ESG

Schroders explores some of the risks, as well as the opportunities, which exist in the UK stock market, and asks how companies can be more socially responsible.

Schroders 27th Jun 2022

Article-Grow-02-2019 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

Article-Grow-01-2019 Analysis & Opinion

Thermatic investing: Energy transition

Thermatic investing: energy transition. Watch Duncan Goodwin, Fund Manager, Premier Miton, in conversation with Aker Carbon Capture’s Valborg Lundegard, CEO, and David Philips, Head of UK and Investor...

Premier Miton Investors 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

Article-Chart-04-2019 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

Article-Grow-02-2019 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

Article-Direction-05-2019 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

hubexclusives_sustainableinvestments VIDEO

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

Hub Exclusives - Banner_Alternatives 33-1 Analysis & Opinion

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

ninetyone_debunkingcarbonmyths VIDEO

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

Article-Pension-01 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

Article-balance-01-2019 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

Article-Change-01-2019 Analysis & Opinion

Seven key investment themes for 2022 and beyond

Schroders’ QEP Investment team has identified seven themes to watch in the months – and in some cases years – to come.

Schroders 20th Jun 2022

Article-Direction-05-2019 Analysis & Opinion

Optimism bias is driving lazy assumptions

Investors often assume a reversion to the status quo. Mostly they are right, but often they are not – and it can have a profound impact on financial markets, says Premier Miton’s Anthony Rayner.

Premier Miton Investors 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

Article-Buildings-FED-01-2019 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

Article-Building-04 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

Article-Energy-Oil-01-2019 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

Article-Infrastructure-01-2019 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

Article-Grow-02-2019 Analysis & Opinion

Five doodles to explain climate investing in multi-asset

Schroders’ multi-asset investment team has drawn five doodles that help you understand how they think about climate investing.

Schroders 13th Jun 2022

Article-Pension-01-2019 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

Article-Direction-05-2019 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

Article-Global-03-2019 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

Article-Buildings-01-2019 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

Article-balance-01-2019 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

Article-Buildings-FED-01-2019 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

Article-London-01-2019 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

Article-Global-01-2019 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

Article-Tesla01-2019 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

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