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
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
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
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.
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...
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
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.
Market briefings looking back at November
A selection of articles, written by our expert investment writers that cover the markets looking back through November.
The Week: 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.
Upcoming webinars
View all our on-demand and upcoming webinars.
Capital Group 13th Dec 2022
Funds
Discover key funds that aim at today's market opportunities.
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
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
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
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
Valuations beginning to look interesting
Fidelity Global Special Situations Fund portfolio manager Jeremy Podger believes valuations are now begi...
Fidelity International 6th Dec 2022
What happens next depends on the Fed
Global Head of Macro & Strategic Asset Allocation Salman Ahmed analyses the confluence of challenges...
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
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
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
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