Navigating Uncertainty 2.0 – are bonds in the sweet spot?
Since the start of the year, the potential long term investment opportunity for fixed income has increased. Capital Group’s Peter Becker and Flavio Carpenzano tell us more.
Capital Group 30th Jun 2023
Why R-star may rise, and its implications for rates and policy
R-star is the real interest rate that is neither expansionary nor contractionary when the economy is at full employment, says Capital Group’s Jared Franz.
2023 Midyear Outlook report
Capital Group’s portfolio managers and economists discuss the prospects for equities, bonds and economies in this new reality.
Bond outlook: Fed pause leaves many paths to income potential
After a rough 2022, fixed income is back to fulfilling its role as a source of stability and diversification.
Retirement income drawdown: building a framework for success
Drawdown is becoming a more important part of the retirement investment journey, says Capital Group’s Philip May, Director of Retirement Income Solutions.
Opportunities in US high-yield credit
Capital Group’s Shannon Ward, fixed income portfolio manager, discusses numerous factors she believes are creating a compelling opportunity in US high-yield bonds.
Seeking enduring growth companies
“The philosophy stays the same, but the process should evolve,” says Alasdair McHugh, client services director on the Baillie Gifford Sustainable Growth Fund.
Baillie Gifford 30th Jun 2023
Fidelity International | Wild for sound: how new research is plugging biodiversity’s data deficit
How do you measure something as complicated as biodiversity? Fidelity is...
Fidelity International 29th Jun 2023
Climate transition bonds: putting capital to work where it's needed
abrdn’s Thomas Leys and Samuel Granthan discuss what role investors can play in the battle against climate change, while also seeking attractive financial returns.
abrdn 29th Jun 2023
The Week: What happened to the technology bust?
Technology stocks have been the surprise outperformers this year, fuelled by the excitement around AI and improving earnings.
Adviser-Hub 29th Jun 2023
The history of The Scottish American Investment Company
The US was once an emerging market. One Scot who spotted its vast potential created a new type of investment company. As SAINTS celebrates its 150th birthday, John Newlands reveals the roots of its...
Baillie Gifford 23rd Jun 2023
abrdn | Fixed Income Explained Podcast: Addressing Uncertainty
Are you wondering how to navigate today’s bond markets? Fixed Income Explained Podcast host Peter Marsland is here to help you explore the opportunities.
abrdn 23rd Jun 2023
Schroders | Could hydrogen be the answer to net zero?
Is hydrogen really the solution to net zero? How practical is it for the world to adopt hydrogen as a major clean energy alternative? Kristian Hoeg Madsen, Co-Head of Hydrogen Investment at Schrode...
Schroders 23rd Jun 2023
Fidelity International | Bioacoustics
Could sound solve biodiversity’s data deficit? From the forests of Borneo, Fidelity have followed a project to explore if sound recordings - layered with AI - could help to solve biodiversity...
Fidelity International 23rd Jun 2023
abrdn | Spring tide how will EM benefit from nearshoring
abrdn’s Gabriel Sacks and Nick Robinson discuss the trend of nearshoring and how global supply chains’ changing structure is impacting the companies and economies of emerging markets.&n...
Interest update: Higher-than-expected rise in UK rates
The Bank of England raised interest rates by half a percentage point at the Monetary Policy Committee’s June meeting.
Adviser-Hub 23rd Jun 2023
The Week: The opportunities in smaller emerging markets
The strongest opportunities in emerging markets may be found off the beaten path, but how can investors get access?
abrdn 22nd Jun 2023
How to implement an impact investing strategy in emerging market debt
Insight Investment uses impact bonds as an umbrella term for fixed income issuances whose proceeds are dedicated to projects intended to meet environmental or social criteria.
BNY Mellon Investment Management 21st Jun 2023
Impact investing behind the scenes: four ways investor capital builds a sustainable future
Three of Schroders Capital’s impact experts explain some of the ways that pension capital may be put to work.
Schroders 21st Jun 2023
The climate leaders and laggards as we race to net zero
Schroders outlines the risks and opportunities for investors as an important audit of climate pledges looms and pressure for change intensifies.
How to assess sustainability in sovereign bonds
Schroders’ Paul Grainger and Marcus Jennings discuss the challenges around investing in sustainable government bonds and how to tackle them.
Why sustainability unlocks the EM opportunity
A sustainable approach is the best way for equity investors to capture the powerful structural growth trends in emerging markets, says Ninety One’s Juliana Hansveden.
Ninety One 21st Jun 2023
Using emissions data: seven key takeaways
Members of the Ninety One team explore how professional investors and asset management firms use emissions data, and how sustainability reporting needs to evolve.
Blue bonds and the ocean funding gap
Bonds that invest in ocean conservation may eventually replicate the success of their green counterparts; however, Fidelity’s Kris Atkinson discusses why a win is not guaranteed. ...
Fidelity International 21st Jun 2023
Sustainable Investing Report 2023: foreword
Fidelity CEO Anne Richards outlines why it is critical for policymakers and the investment community to act in a way that conserves natural capital.
Why nature positive is the new net zero
Fidelity’s Jenn-Hui Tan outlines why climate change is set to become a subset of how we think about risks to biodiversity and natural capital.
Why should biodiversity matter to investors?
Fidelity’s Velislava Dimitrova, portfolio manager of the Fidelity Sustainable Biodiversity and Sustainable Climate Solutions Funds, outlines how Fidelity is approaching this critical is...
How regulation is shaping the future of sustainability
Gabriel Wilson-Otto, Fidelity’s Head of Sustainable Investing Strategy, looks at how regulation is becoming a key driver of ESG flows.
The golden rules of sustainable investing
abrdn’s David Smith and Henry Loh outline the preconditions that investors need in place to do sustainable investing well.
abrdn 21st Jun 2023
Producing positive investor outcomes when using climate benchmarks
All investors should recognise that the selection and design of a climate benchmark is an active decision, regardless of passive or active implementation, says abrdn’s Nick Gaskell.
abrdn’s Thomas Leys and Samuel Grantham explore whether investors can play a part in the battle against climate change while also seeking attractive financial returns.
Considerations around pension contributions
Paul Squirrell, Fidelity Adviser Solutions’ pension expert, runs through many of the considerations relating to pension contributions for 2023/24.
Fidelity Adviser Solutions 20th Jun 2023
Baillie Gifford’s Global Discovery Team reflects on the lessons of turbulent times
Pandemic, inflation and global instability have all taken their toll, but the desirable qualities the growth stars of tomorrow remain the same as ever. Baillie Gifford’s Worldwide Discovery T...
Baillie Gifford 20th Jun 2023
US Interest rate update: Fed pauses … for now
Having raised its key federal funds rate at ten consecutive meetings, the Federal Reserve left rates unchanged at the Federal Open Market Committee’s June meeting.
Adviser-Hub 16th Jun 2023
With cash earning 5%, why risk money on the stock market?
Savings rates have trebled in 12 months, and UK savers can earn over 5% on deposits. So doesn’t it make sense to cut risk and stick to the safety of cash?
Schroders 16th Jun 2023
Can a weakening US dollar catalyse an emerging market decade?
Capital Group’s Natalya Zeman explores whether the dollar’s recent decline signals the end of its decade-long bull run, creating a positive backdrop for emerging market equities.
Capital Group 15th Jun 2023
Commercial real estate: the next shoe to drop for the banking sector?
With lending standards growing tighter, investors are getting increasingly nervous about problematic properties lurking on bank balance sheets.
Mild recession, strong recovery
The global economy has managed to avoid a recession in recent months – but that’s likely to change in the second half of the year, says Capital Group economist Jared Franz.
Stock market outlook: Broader opportunities emerge
Even as the global economic outlook weakens, powerful tailwinds are forming behind certain areas of the equity markets that previously spent many years in the wilderness. Capital Group tells...
The Week: Do rising loan defaults spell bad news for the high yield market?
Default rates are moving higher in the US loan market, as companies feel the pain of rising borrowing costs. Could the pain spread to the high yield market?
Adviser-Hub 15th Jun 2023
Ninety One | UK savings platforms: a diamond in the rough
Portfolio managers Ben Needham and Anna Farmbrough explain why savings platforms are a pocket of the equity market with significant growth potential, making it an area of focus for quality investor...
Ninety One 15th Jun 2023
Ninety One | China’s self-sufficiency opportunity
In the second edition of our Quality podcast, the team looks at investment in China, and why - irrespective of ongoing tensions with the US - there are rising opportunities for quality businesses w...
Ninety One | Semiconductors: an industry shaping the modern world
A Quality deep dive into the semiconductor industry.
Ninety One | From the Multi-Asset Income desk: reaching the debt ceiling
Ellie Clapton and Jason Borbora-Sheen discuss two key topics on the multi-asset income team’s desk at present. The fallout from US regional banks and the impending US debt ceiling are at the...
Ninety One | From the multi-asset income desk: Fed in focus
Ellie Clapton and Jason Borbora-Sheen discuss the recent move by the Fed to increase their balance sheet and why that doesn’t change their view on risk assets over the long term.
Ninety One Big Picture
To listen to our podcasts, subscribe on Spotify, Apple Podcast, Google Podcasts or simply search for ‘Ninety One Big Picture’ on your podcast app of choice.
Ninety One 14th Jun 2023
Premier Miton Diversified Funds
Premier Miton’s Diversified fund range offers six actively managed, directly invested multi asset funds with growth or income objectives and different risk profiles. Managed by a team of spec...
Premier Miton Investors 14th Jun 2023
Contentions about growth investing in the USA
Baillie Gifford American Fund manager Gary Robinson explains why the conditions are right for innovative US companies to grow.
Baillie Gifford 9th Jun 2023
Baillie Gifford | Contentions about growth investing in the USA
Are investors picking up enough pennies in front of the inflation steamroller?
Emerging from last year battered and bruised by bonds as inflation ripped through the global economy, many investors are understandably asking whether they should continue to own them.
Schroders 9th Jun 2023
The Week: The UK: no hope of a revival?
The UK has been undervalued so long, with no apparent hope of a turnaround. Is there any hope ahead?
Adviser-Hub 8th Jun 2023
Global updates: Getting close?
May was dominated by concerns over the US debt ceiling.
Adviser-Hub 7th Jun 2023
UK market review: Inflation eases … but not by enough
The Bank of England BoE) raised its key base rate by 25 basis points to 4.5% during May, implementing its twelfth consecutive rate increase.
Market briefings looking back at May
A selection of articles, written by our expert investment writers that cover the markets looking back through May.
Backdrop creates bond opportunity
Seismic shifts in the global macroeconomic landscape and growing investment in climate transition could create major opportunities for active fixed income portfolio managers, says Insight Investmen...
BNY Mellon Investment Management 7th Jun 2023
The Big Questions: what is net zero, and why does it really matter?
In a brand-new animated series, Schroders ditch the jargon to tackle the questions investors are asking.
Schroders 7th Jun 2023
Investor Download: Could hydrogen be the answer to net zero?
Is hydrogen really the solution to net zero? Kristian Hoeg Madsen, Co-Head of Hydrogen Investment at Schroders Greencoat, joins the pod to discuss.
Sustainable investing in Asia
Fidelity Global Head of Stewardship and Sustainable Investing Jenn-Hui Tan sat down with some Hong Kong-based investment colleagues to discuss the state of play when it comes to ESG investing in As...
Fidelity International 7th Jun 2023
Shifting sands in China’s ESG landscape
Fidelity’s survey of C-suite and director level executives based in China shows that investors and customers play an increasingly important role in driving ESG strategies at Chinese companies...
The Investor's Guide to China podcast: decarbonising China
Fidelity’s investment experts based in the region share their insights from what they are hearing from companies on the ground.
The solutions for a net zero world will come from Asia
abrdn’s David Smith, Senior Investment Director, Asian Equities, takes a look at some of the leading Asian companies creating many of the net zero solutions of tomorrow.
abrdn 7th Jun 2023
Forest loss
Why Asia needs to play its part in a global problem. abrdn’s Ann Meoni examines Asia’s role in the world’s forest loss and explains why investors should take notice.
The Sustainability Inspires Podcast – positive tipping points
Claiming agency and finding solutions in the face of rising emissions: journalist and campaigner Claire O'Rourke joins abrdn’s Danielle Welsh Rose, Head of Sustainability Investment Speci...
The energy transition
Trends reshaping the future of investing. Premier Miton’s Duncan Goodwin considers the decarbonisation of the power sector and what the future of energy provision may look like.
Premier Miton Investors 7th Jun 2023
Premier Miton Global Sustainable Funds
Sustainability Report – Duncan Goodwin, Fund Manager of the Premier Miton Global Sustainable Equity funds, provides an insight into the recently released sustainability report. &...
How are the banking difficulties affecting real estate?
What do the banking challenges mean for real estate? Read more about the risks and opportunities.
abrdn 6th Jun 2023
Do European smaller companies have staying power?
We sift the data – and look to the past – to try and answer the question.
Can corporate bonds boost resilience?
We explore actively managed short duration sterling credit.
A return to the 70s?
Following the fastest, most aggressive rate hikes seen in a generation, Newton Real Return manager Andy Warwick believes we’re in for a decade of price instability, heightened geopolitical ri...
BNY Mellon Investment Management 1st Jun 2023
Uncertainty has a certain attraction for value investors
All investors need to think hard about what a sustained – and, for many, unfamiliar – environment of higher interest rates could mean for their portfolios, says Schroders’ Andrew...
Schroders 1st Jun 2023
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