Calculating the gains or losses on an investment
Paul Squirrell covers the methodology for performing these calculations as well as how to establish whether any tax is payable and, if so, how much.
Fidelity Adviser Solutions 31st Jul 2023
Multi-asset investing: the world today – panel discussion video #3
2023 brought a new environment. Arguably, it is a more normal environment, with interest rates closer to historic averages. But it has brought a fresh set of challenges, most notably on inflation....
Adviser-Hub 31st Jul 2023
Global updates: Fed has a breather, but ECB tightens again
Intense interest in technology companies drove up share prices in the sector over the first six months of 2023.
UK market review: UK rates hit 5%
UK government bond yields climbed in June, driven up by concerns over persistent inflationary pressures, expectations of further monetary tightening, and a lacklustre economic outlook.
Market briefings looking back at June
A selection of articles, written by our expert investment writers that cover the markets looking back through June.
Jupiter | A virtual tour of Japan - Japan’s place in the world
What is Japan’s role in modern geopolitics, and how can it balance relations between the US and China? We seek the views of Robert Ward, a Japan expert from the IISS.
Jupiter Asset Management 27th Jul 2023
The toolkit needed for the new market environment – panel discussion video #2
2022 brutally exposed the limitations of a traditional diversification approach, as both bond and equity markets dropped simultaneously. But with bond yields higher and equity markets showing great...
Adviser-Hub 27th Jul 2023
Baillie Gifford | Upfront: Episode Two
Catch up on episode two featuring an interview with Gary Robinson, manager of the Baillie Gifford American Fund and find out about the US companies he is excited about.
Baillie Gifford 26th Jul 2023
Adviser-Hub Annual Survey
At Adviser-Hub, we value your opinion, and we invite you to take part in our annual survey. By participating, you not only contribute to improving the platform but also stand a chance to win a &pou...
Adviser-Hub 26th Jul 2023
The Week: Is it job done for the ECB?
The ECB is odds-on to raise rates at its meeting this week, but is the hiking cycle now over for the Eurozone?
Is it your duty to have another look at CIP outsourcing?
Dave Fewtrell, Head of Strategic Partnerships at abrdn, discusses how outsourcing your CIP could save you time and money, while also helping you mitigate risk.
abrdn 25th Jul 2023
abrdn | The Consumer Duty
With the Consumer Duty coming into force on 31 July, Russell Bignall, Managing Director Sales, and Alastair Black, Head of Savings Policy, discuss the impact of the rules on adviser firms in our Po...
A platform built around your business
Making your life easier and your firm more efficient while providing a great end-investor experience for your clients is at the heart of what Fidelity Adviser Solutions stand for.
Fidelity Adviser Solutions 25th Jul 2023
A “revolution by coercion”?
The Jupiter Merlin team discusses how different countries are grappling with the path to net zero and what the political and economic costs of the journey may be.
Jupiter Asset Management 25th Jul 2023
Two key drivers of sustainable investing for the remainder of 2023
Schroders’ Charles Somers discusses what to expect and how a sustainable approach to investing can help navigate tough times.
Schroders 25th Jul 2023
Mapping the sustainable growth journey in China and Korea
Ninety One’s Juliana Hansveden and Yuxin Lin discuss the insights gained from their recent trip to...
Ninety One 25th Jul 2023
Companies without specific targets make most progress on DEI
Fidelity Sustainable Global Equity Income Fund portfolio manager Aditya Shivram outlines where we are seeing progress on DEI and why this matters to investors.
Fidelity International 25th Jul 2023
The ESG paradox and the case for natural resources stocks
Does all that’s green glitter? Maybe not. Premier Mitons’ Matthew Tillett explains why a transition to green tech requires the support of some old-fashioned extractive industries. ...
Premier Miton Investors 25th Jul 2023
The silent majority
While debates at either end of the sustainable investing spectrum attract the most attention, the silent majority in the middle is far larger and, for the most part, focused on investment returns.<...
Sustainable Times
Premier Miton Diversified Sustainable Growth Fund – how can you make sustainable investments in real estate? Neil Birrell, Premier Miton’s CIO, explains.
Regulatory clarity critical to steer sustainable transition
abrdn outlines the importance of fit-for-purpose regulation in Asia Pacific that can advance sustainable investing while offering a level of investor protection.
35 years on: the compound effect of environmental solutions
Jon Wallace, Noelle Guo and Grisha Milushev reflect on progress on ecological challenges during the 35 years since the Jupiter Ecology Fund was launched.
Jupiter Asset Management 24th Jul 2023
Jupiter | Jupiter Merlin webcast: Should we be worried about government debt?
Debt, and how to manage it, is a subject which polarises opinion and manifests itself in volatile market behaviour. How should investors react?
Should your client invest in global real estate?
Our four charts will help you form your view.
abrdn 24th Jul 2023
The Investment Outlook (Q3) – Introduction
Peter Branner introduces 5 new Investment Outlook articles which offer insights into key asset classes and topics as storm clouds gather for investors.
Jupiter Merlin webcast: Should we be worried about government debt?
Jupiter Asset Management 20th Jul 2023
Jupiter Merlin Weekly: NATO recovers its purpose – but what next?
This Jupiter Merlin Weekly discusses how NATO’s support for Ukraine has restored its purpose after Afghanistan, and why it now faces a test of leadership it mustn’t fail.
Making big strides
Avinash Vazirani and Colin Croft say India’s fast-expanding economy may offer a silver lining amid a gloomy outlook for the global economy.
The changing environment for multi-asset funds – panel discussion video #1
In the post financial crisis period, low interest rates and quantitative easing lifted all boats. It was both an easy time for multi-asset managers – because returns from financial assets wen...
Adviser-Hub 19th Jul 2023
Ninety One | Thinking beyond bonds: from the multi-asset income desk
Traditionally, bonds have been seen as ‘safe’ and equities as ‘risky’, but this does not always hold true. Jason Borbora-Sheen and Ellie Clapton from Ninety One are back on...
Ninety One 19th Jul 2023
The Week: Who would be a central banker?
Inflationary pressures appear to be falling, but the outlook is still finely balanced.
Ninety One | Embracing the transition opportunity in emerging markets
Ninety One’s Nazmeera Moola, Chief Sustainability Officer, and Daisy Streatfield, Sustainability Director, explore how investors must finance new infrastructure and industries in emerging mar...
Ninety One 14th Jul 2023
Ninety One | Summertime blues in the oil market
Against an uneasy backdrop, Ninety One’s Tom Nelson, Head of Thematic Equities, discusses the oil market with Lindsay Williams.
Scottish Mortgage - Manager Insights
The market’s enthusiasm for predictability is not in shareholders’ best interests. Investment manager Tom Slater explains why Scottish Mortgage will not follow the crowd in its pursuit...
Baillie Gifford 14th Jul 2023
Actual investing: why thinking differently matters
Much has changed since Baillie Gifford set out its ideas on Actual investing. Does the approach still work?
Active vs passive vs sustainability
With sustainability in focus, 'ye olde debate' has a new dimension. abrdn's Dave Fewtrell, Head of Strategic Partnerships, UK Wholesale, tells us more.
abrdn 14th Jul 2023
The Week: Japan: right market, wrong companies?
Investors are backing Japan for the first time in decades, but are they directing capital to...
Adviser-Hub 13th Jul 2023
abrdn | abrdn MyFolio Sustainable Index fund range turns one
abrdn’s multi-asset MyFolio Sustainable Index range is an affordable, no-fuss, risk-targeted fund of funds solution that’s here to help.
abrdn 7th Jul 2023
The Week: Gilts look good, but high yields are bad news for the UK economy
Gilt yields at over 5% may be exciting news for investors, but they reveal some uncomfortable truths about the UK economy.
Adviser-Hub 6th Jul 2023
How to manage the unsustainable parts of your portfolio
Schroders’ Willem Schramade, Head of Sustainability Client Advisory, shares his five key considerations for investing in transitions.
Schroders 6th Jul 2023
Can we really do well by doing good
Social needs have never been greater – let’s do something about it, says Schroders.
India’s sustainable future
India’s sustainable future: Ninety One portfolio manager Graeme Baker is joined by analyst Arita Sehgal and LSE Professor in Practice Nick Robins to unpack the risks and opportunities facing...
Ninety One 6th Jul 2023
Another year: investing in decarbonisation
Ahead of the publication of Ninety One Global Environment’s fifth annual Impact Report, Head of Sustainable Equity Deirdre Cooper explores developments in climate-solutions investing.
Embracing the transition opportunity in emerging markets
Ninety One’s Nazmeera Moola, Chief Sustainability Officer, and Daisy Streatfield, Sustainability Director, discuss what investors need to do to help achieve a real-world transition.
Eating better to save ourselves
Six ideas to change the world: Episode 1 – Food. Tim Spector and Henry Dimbleby discuss the future of food in Baillie Gifford’s webinar recorded as part of a series in the run up to COP...
Baillie Gifford 6th Jul 2023
Charting China’s sustainability journey
Fidelity’s Victoria Mio, Head of Equity Research - Asia Pacific, discusses where local analysts are seeing pockets of progress and a cause for optimism.
Fidelity International 6th Jul 2023
Mind the gap: companies need to spend much more on net
Fidelity’s Head of Global Cross-Asset Research Capabilities Fiona O'Neill outlines how and where companies should up their game.
Wild for sound
Fidelity co-sponsors a team of researchers who travelled into the jungles of Borneo to learn how analysis of sound recordings could help investors and companies better assess biodiversity risks. Fidelity International 6th Jul 2023
Fidelity co-sponsors a team of researchers who travelled into the jungles of Borneo to learn how analysis of sound recordings could help investors and companies better assess biodiversity risks.
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.
Premier Miton Investors 6th Jul 2023
MyFolio Sustainable Index: celebrating a year of low-cost responsible investing
abrdn’s MyFolio Sustainable Index fund range has just turned one. Find out about its key features.
abrdn 6th Jul 2023
Multi-asset investing: the world today
The toolkit needed for the new market environment
Adviser-Hub 5th Jul 2023
Schroders | Investor Download: Commodities in the age of the 3D reset
Commodities in the age of the 3D reset: Schroders’ John Mensack chats with fund managers Jim Luke and Malcolm Melville about the impact on commodities of decarbonisation, deglobalisation and...
Schroders 5th Jul 2023
Ninety One | Adapting to a new reality
Adapting to a new reality: Ninety One’s Philip Saunders discusses the end of the current cycle and a new market regime that is reshaping the world as we know it, and unpacks the implications...
Ninety One 5th Jul 2023
Baillie Gifford | Actual investing: why thinking differently matters
The Actual investing message remains sound despite recent market upheaval, according to Baillie Gifford partner Stuart Dunbar.
Baillie Gifford 5th Jul 2023
Fidelity International | The Investor's Guide to China: anatomy of a recovery
Fidelity portfolio managers Dale Nicholls and Hyomi Jie share on-the-ground insights into China's reopening following a recent research trip, which reveal a multi-faceted economic picture. ...
Fidelity International 5th Jul 2023
The changing environment for multi-asset funds
Adviser-Hub 4th Jul 2023
The MyFolio Sustainable Index suite of funds from abrdn makes it easy to align your clients’ values and investment goals. In this article, investment managers Justin Jones and Daniel Reynolds...
abrdn 4th Jul 2023
Investing in passive funds over the long term
How are passive funds managed through different conditions over time? abrdn Investment managers Justin Jones and Daniel Reynolds explain what goes on behind the scenes to ensure passive multi-manag...
Hub Themes | Japan
Japan’s equity market is drawing fresh interest from investors, underpinned by still-attractive valuations and an intensifying focus on shareholder value. Hub Themes, a cur...
Adviser-Hub 3rd Jul 2023
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