Adviser-Hub articles

Article-business-01-2022_1 Analysis & Opinion

The Week: Will CGT changes hurt the UK stock market?

Rumoured changes to CGT already appear to be creating selling pressure. Could it derail the recovery in the UK market?

Adviser-Hub 29th Aug 2024

abrdn_olympica Analysis & Opinion

Central bank Olympics redux – faster, (lower), stronger

The Games might be over, but the central bank rate-cutting race has just begun – abrdn looks at what to expect for the rest of 2024.

abrdn Investments 29th Aug 2024

fil_chinaa Analysis & Opinion

Market view: Navigating China’s path to recovery

Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, believes opportunities are now emerging across a range of sectors which offer strong structural growth prospects at compel...

Fidelity International 29th Aug 2024

schr_jacksona Analysis & Opinion

Jackson Hole: Powell pivots to rate cuts

Fed Chair Jay Powell confirmed the “time has come” for policy easing – his remarks have meant markets continue to price in a substantial number of rate cuts which Schroders believ...

Schroders 29th Aug 2024

pm_naturalinca Analysis & Opinion

Perspectives – Natural Income turns your enemy to your friend

David Jane, fund manager of the Premier Miton Macro Thematic Fund range, explains how market volatility is a feature that disciplined investors can take advantage of to improve outcomes.

Premier Miton Investors 29th Aug 2024

pm_naturalinca Partner Zone

Natural Income turns your enemy to your friend

Premier Miton’s David Jane explains how market volatility is a feature that disciplined investors can take advantage of to improve outcomes.

Premier Miton Investors 28th Aug 2024

sch_fivemrka Analysis & Opinion

Five market-moving sustainability risks with potential to impact now

Financial markets tend to view climate-related risks as long-term, but Schroders see several factors that can impact portfolios within the coming few years – even months.

Schroders 28th Aug 2024

sch_2024proxya Analysis & Opinion

2024 proxy season: what were the key environmental themes?

Schroders highlights the environmental issues that dominated this year’s shareholder meeting season, with a focus on climate change, nature and biodiversity.

Schroders 28th Aug 2024

ninety_finanmrka Analysis & Opinion

Climate adaptation for the next generation

Financial innovation to manage extreme-weather risk.

Ninety One 28th Aug 2024

fssa_shtermisma Analysis & Opinion

Financial markets are trapped in short-termism mindset

If the financial system fails to change the way financial decisions are made, we will continue jeopardising the health of our people and our planet. Change is a necessary must, says First Sentier I...

FSSA Investment Managers 28th Aug 2024

abrdnemcorpta Analysis & Opinion

EM corporate bonds and the SDGs: delivering profit with purpose

Can companies deliver solutions to the world’s big problems while returning a profit? Here’s three firms abrdn thinks can.

abrdn Investments 28th Aug 2024

abrdnclimchga Analysis & Opinion

Climate Change: sustainable returns, real-world impact via active transition investing

How bond investors can potentially achieve decent returns for their portfolios and help the planet: an Asian perspective from abrdn.

abrdn Investments 28th Aug 2024

sch_asianequa Partner Zone

Asian equities – four distinct regions rolled into one

The Asian equity opportunity set is diverse enough for the managers of Schroder Asian Total Return to view it as four separate regions rolled into one.

Schroders 28th Aug 2024

sch_drivesmka Partner Zone

What drives a market’s promotion to emerging market status?

How do you define an emerging market? Why is South Korea deemed an emerging market, but Vietnam is not? Schroders examines how MSCI classifies frontier and emerging markets.

Schroders 28th Aug 2024

ninebottma Partner Zone

Has inflation bottomed?

Inflation in the UK has ticked up, while in the US it has edged lower. Though some may see this as a halt in inflation's decline, Ninety One’s Jason Borbora-Sheen disagrees.

Ninety One 28th Aug 2024

nine_falla Partner Zone

Too high for too long?

The performance of developed economies and the action of central banks recently caused acute financial market tensions and volatility. Ninety One asks: what really happened, why, and was it avoidab...

Ninety One 28th Aug 2024

nine_nava Partner Zone

Navigating an increasingly concentrated market

Ninety One’s Clyde Rossouw explains why markets do not appear as healthy as the headlines suggest, and highlights several warning signs for investors to note.

Ninety One 28th Aug 2024

ninety_chgmarkta Partner Zone

Find value in a changing market

Beware the ‘cyclical’ case for value – hoping the market will re-rate value stocks en masse – and find out why Ninety One’s Value team believes in a ‘structural&...

Ninety One 28th Aug 2024

Partner Zone

The Investor's Guide to China podcast: Asia's bright spots

Portfolio managers at Fidelity returning from an annual gathering in China explore the themes that are galvanising investment ideas in the region.

Fidelity International 27th Aug 2024

Article-Building-04-2019 Analysis & Opinion

The Week: Investors should exercise caution on fixed income exuberance

Fixed income funds have seen record inflows over the summer, with investors worried about recession, but the optimism may have gone too far.

Adviser-Hub 22nd Aug 2024

pm_mpswka Partner Zone

Premier Miton MPS weekly comment: summer markets return

Read what Premier Miton’s managed portfolio service team made of the week just gone – as well as what lies ahead. 

Premier Miton Investors 20th Aug 2024

nine_nava Partner Zone

Navigating an increasingly concentrated market

In this piece – published before the bout of turbulence seen in markets recently – Ninety One’s Head of Quality Equities, Clyde Rossouw, explains why there are several warning sig...

Ninety One 20th Aug 2024

nine_falla Partner Zone

Anatomy of a fall

Ninety One’s Sahil Mahtani, Head of Macro Research, discusses how a growth scare, in the context of an almighty positioning unwind, should not detract from what is still likely to be a soft l...

Ninety One 20th Aug 2024

sch_aicarbona Podcast

Schroders | How AI is helping solve the carbon market crisis 

Jonathan Horn, CEO of Treefera, discusses his company's mission to help clean up carbon markets using tech, AI and nature-based assets.

Schroders 20th Aug 2024

ninety_highlonga Podcast

Ninety One | Too high for too long?

The performance of developed economies and the action of central banks recently caused acute financial market tensions and volatility. Ninety One asks: what really happened, why, and was it avoidab...

Ninety One 20th Aug 2024

fil_chinapoda Podcast

Fidelity International | The Investor's Guide to China podcast: Asia's bright spots

Portfolio managers at Fidelity returning from an annual gathering in China explore how three themes – AI, the energy transition, and shifting supply chains – are galvanising investment...

Fidelity International 20th Aug 2024

Article-Pension-01 Business Toolkit

The Pension Forum: Compensation payments paid into a pension

Fidelity Adviser Solutions’ Paul Squirrell, their pension expert, gives his answer in the Pension Forum.

Fidelity Adviser Solutions 19th Aug 2024

pm_stepbka Partner Zone

Perspectives – Stepping back from the noise

Premier Miton, fund manager Anthony Rayner steps back from the recent market noise and looks at changes in the dynamic of the world economy.

Premier Miton Investors 19th Aug 2024

Article-America-02-2019-2 Analysis & Opinion

The Week: Does the US election matter?

It is tempting to dismiss the US election as just ‘noise’, but the result will have repercussions across the world. 

Adviser-Hub 15th Aug 2024

fil_usreca Analysis & Opinion

US recession fears rise, but fundamentals remain resilient

Fidelity’s Global Head of Macro & Strategic Asset Allocation Salman Ahmed explains why growth is unlikely to fall off a cliff, and a soft landing is still the most expected outcome for th...

Fidelity International 15th Aug 2024

bny_hallmarksa Analysis & Opinion

Four hallmarks of a quality company

Walter Scott client investment manager Murdo MacLean delves into four attributes he thinks companies should possess in order to weather macro and market headwinds.

BNY Mellon Investment Management 15th Aug 2024

abrdn_aia Analysis & Opinion

Thematic equities: the next frontiers in AI

Where are the next investment opportunities in AI? abrdn details three themes that they think will drive the future of AI.

abrdn Investments 15th Aug 2024

pm_posteleca VIDEO

Premier Miton Investors | Talking Markets – UK equities post-election update

Premier Miton’s Gervais Williams, delves into the UK post-election financial landscape, discussing market stability, investment opportunities, and what could be in store for UK equities.

Premier Miton Investors 15th Aug 2024

pm_microcapa VIDEO

Premier Miton Investors | Miton UK MicroCap Trust plc – new fund manager video

Premier Miton’s Gervais Williams, joint Fund Manager of the trust, discusses the ‘cheapness’ of UK company shares and the financial health of micro companies.

Premier Miton Investors 15th Aug 2024

abrdn_incinvesta Partner Zone

Discover the power of income investing

abrdn advocates for strategic income investing in diverse assets to enhance financial resilience and maximise returns, offering both stability and growth opportunities for your clients.

abrdn Investments 15th Aug 2024

bny_sustainappra Analysis & Opinion

A sustainable approach to corporate credit

Insight Investment portfolio manager Damien Hill talks about the relationship between alpha and carbon intensity in relation to investing in corporate credit.

BNY Mellon Investment Management 14th Aug 2024

sch_activeowna Analysis & Opinion

Active ownership: which social issues were in focus at the 2024 voting season?

Schroders examines the social issues that dominated the 2024 voting season with a focus on their Blueprint themes of human rights, human capital management, and diversity & inclusion.

Schroders 14th Aug 2024

sch_themexa Analysis & Opinion

ThemEx: identifying exposure to “super themes”

Schroders’ ThemEx model seeks to measure how a company’s products and services align to a range of sustainable investment themes.

Schroders 14th Aug 2024

bg_environa Analysis & Opinion

Environment: making sense of the E in ESG

Baillie Gifford explores how companies’ relationships with climate, energy and the environment relate to long-term growth.

Baillie Gifford 14th Aug 2024

Partner Zone

Market jitters highlight the need for duration

As we move further away from a decade of ultra-loose monetary policy, bonds are once again proving their attractive diversification benefits. Our UK fixed income portfolio managers reflect on the r...

Fidelity International 14th Aug 2024

Partner Zone

Looking through recent market volatility

As we move into the second half of the year, the latest data indicates a slowing pace of economic growth and a broad-based easing of price pressures. Henk-Jan Rikkerink, Global Head of Solutions &a...

Fidelity International 14th Aug 2024

Partner Zone

US recession fears rise, but fundamentals remain resilient

Markets routed at the start of August following soft US jobs data, though we believe the reaction may be misguided. With economic fundamentals remaining resilient, Global Head of Macro & Strate...

Fidelity International 14th Aug 2024

fil_sustainability2a Partner Zone

Sustainable investing

At Fidelity, our purpose is to work together to build better financial futures for our clients. Considering and integrating sustainability risks and opportunities is of increasing importance to ach...

Fidelity International 14th Aug 2024

pm_incomea Partner Zone

Should we income cost average?

Premier Miton's David Jane highlights how a simple adage is also true for income investing: ti...

Premier Miton Investors 13th Aug 2024

pm_augustshkea Partner Zone

August 2024 shake-out

Ian Rees, Head of Multi-Manager Team at Premier Miton, looks at recent market events and reasons for optimism looking ahead.

Premier Miton Investors 13th Aug 2024

pm_updatevola Partner Zone

Does volatility provide opportunity? 

Neil Birrell, Premier Miton’s Chief Investment Officer, and lead manager of the Diversified fund range, discusses the recent market volatility and the impact on the funds.

Premier Miton Investors 13th Aug 2024

ninetyo_riskconca Partner Zone

There’s more to active risk than concentration

Ninety One’s 4Factor EM & Asia equity team challenge the notion that concentrated portfolios alone are the only way to take sufficient levels of active risk in an appropriately diversifie...

Ninety One 13th Aug 2024

ninetyo_navema Partner Zone

Actively navigating EM equities

Ninety One’s Varun Laijawalla believes an active approach is imperative to investing in emerging markets, which he illustrates by relating to his team’s experiences of investing in two...

Ninety One 13th Aug 2024

sch_dataa Partner Zone

The data that can help you keep a cool investing head in a crisis

Four bite-sized pieces of research showing investors are best served not making decisions in the heat of the moment.

Schroders 13th Aug 2024

Partner Zone

Rate cuts provide a tailwind

Fidelity’s UK fixed income portfolio managers discuss whether the expectation of further cuts could act as a tailwind for fixed income markets.

Fidelity International 12th Aug 2024

sch_goldilocksa Partner Zone

The Goldilocks market scenario – and the three bears

Three types of bear are at large in volatile stock markets – for one group, at least, the tumult has brought some benefit.

Schroders 12th Aug 2024

pm_incomea Partner Zone

Perspectives - Has anyone considered income cost averaging?

Premier Miton’s David Jane, shares how time in the market matters much more than timing the market.

Premier Miton Investors 12th Aug 2024

sch_mvstockmksa Partner Zone

What’s behind the stock market sell-off?

Amid heightened stock market volatility, Schroders’ investment experts share their views on what’s driving the falls, the outlook for the US economy, and the implications for equity inv...

Schroders 11th Aug 2024

sch_trumpa Partner Zone

How might a Trump election win impact US corporate earnings?

A second term for Donald Trump could help maintain double-digit earnings growth and serve as a positive driver for the US stock market.

Schroders 10th Aug 2024

sch_usequitya-1 Partner Zone

Which areas of the US equity market perform best when interest rates start to fall?

Schroders examines which stock market sectors and styles typically do well after the first interest rate cut.

Schroders 9th Aug 2024

Article-Buildings-FED-01-2019 Analysis & Opinion

The Week: Is the US really heading for recession?

This week’s turmoil in markets is premised on the view that the US might be heading for recession – is that plausible?

Adviser-Hub 8th Aug 2024

sch_gosha Podcast

Schroders | The Value Perspective Podcast - with Chetan Gosh

Listen to the latest episode of Allocators’ Edge, a TVP miniseries in which Schroders talk to the world’s top capital allocators. This time, hear from Chetan Ghosh, who joined Schroders...

Schroders 8th Aug 2024

sch_napiera Podcast

Schroders | The Value Perspective Podcast - with Russell Napier 2.0

This episode of Schroders’ Value Perspective Podcast features Russell Napier, an independent market strategist, a financial historian, an author and the co-founder of the Library of Mistakes...

Schroders 8th Aug 2024

nine_activelya Podcast

Ninety One | Actively navigating EM equities

Ninety One’s Varun Laijawalla believes an active approach is imperative to investing in emerging markets, which he illustrates by relating to his team’s experiences of investing in two...

Ninety One 8th Aug 2024

fil_etfa Podcast

Fidelity International | Deconstructing active ETFs

What makes an active ETF active? In Fidelity’s podcast, hear from Stefan Kuhn, Head of ETF distribution for Europe, Caroline Shaw, Multi Asset Portfolio Manager, and Andrew Craswell, Head of...

Fidelity International 8th Aug 2024

abrdn_ema Podcast

abrdn Investments | State of Origin: EM elections, trade and inflation

In the latest episode of abrdn’s Emerging Markets Equities podcast, Nick Robinson sits down with Bob Gilhooly to discuss all things emerging markets.

abrdn Investments 8th Aug 2024

cg_useleca Partner Zone

US election watch: a November to remember

This November is shaping up to be one to remember. Watch veteran political commentators Matt Miller and Reagan Anderson debate how the revised race is developing, and the lessons investors can lear...

Capital Group 8th Aug 2024

cg_investedgea Partner Zone

What’s your investment edge?

An excerpt from equity portfolio manager Mark Casey’s unscripted discussion with Capital Group’s CEO Mike Gitlin about his investment approach and lessons learned over a long career in...

Capital Group 8th Aug 2024

cg_chinaa-1 Partner Zone

Beyond China: exploring Asia's equity landscape

Capital Group equity portfolio manager Chris Thomsen discusses opportunities he is currently seeing across India, the Philippines, Vietnam and Indonesia.

Capital Group 8th Aug 2024

cg_mvfivevwsa Analysis & Opinion

Market view: Five views on tumbling markets

Five views from Capital Group investment professionals assessing the latest fast-changing market developments.

Capital Group 8th Aug 2024

sch_mvstockmksa Analysis & Opinion

Market view: What’s behind the stock market sell-off?

Amid heightened stock market volatility, Schroders’ investment experts share their views on what’s driving the falls, the outlook for the US economy, and the implications for equity inv...

Schroders 8th Aug 2024

bny_mvukcorpa Analysis & Opinion

Market view: Is it time for UK corporate bonds to shine?

What persistent inflationary pressures and market volatility might mean for UK corporate bond markets.

BNY Mellon Investment Management 8th Aug 2024

abrdn_shftecona Partner Zone

Investing in a shifting economic landscape

Four of abrdn’s senior investors give their top ideas for the rest of 2024 and beyond, based on the company’s latest global outlook.

abrdn Investments 7th Aug 2024

pm_fixedincupa VIDEO

Premier Miton Investors | Talking Markets – Fixed Income update July 2024

Lloyd Harris, Head of Fixed Income at Premier Miton gives an update on the fixed income market and recent political events.

Premier Miton Investors 7th Aug 2024

pm_fixedintraa VIDEO

Premier Miton Investors | Talking Markets – Fixed Income Trading at Premier Miton

Join Lloyd Harris, Head of Fixed Income, and Anish Shah, Senior Fixed Income dealer, as they discuss the intricacies of managing Fixed Income. 

Premier Miton Investors 7th Aug 2024

pm_diversteama VIDEO

Premier Miton Investor | Premier Miton Diversified Fund Range – new Investment team video

Join Premier Miton’s Neil Birrell and team, as they discuss M&A activity, property companies, alternative assets and UK equities.

Premier Miton Investors 7th Aug 2024

pm_trusta VIDEO

Premier Miton Investors | The Diverse Income Trust – new Fund Manager video

Premier Miton’s Gervais Williams, discusses the opportunities for UK small caps and a potential small cap rally in this latest video. 

Premier Miton Investors 7th Aug 2024

Partner Zone

Extraordinary times and opportunities

Baillie Gifford’s James Budden explains why now may be the time for growth investors, as markets weather extraordinary volatility. 

Baillie Gifford 6th Aug 2024

Article-Pension-01-2019 Business Toolkit

Transitional tax-free amount certificates – should a client apply?

Where clients have accessed pension savings prior to 6 April 2024 and have therefore used part or all of their lifetime allowance, the lump sum allowance (LSA) and lump sum and death benefit allowa...

Fidelity Adviser Solutions 6th Aug 2024

Article-DonaldTrump-01-2019 Market Updates

Global updates: A shift in sentiment?

The forthcoming US Presidential Election remain at the forefront of newsflow for much of July. While Donald Trump was officially nominated as the candidate for the Republican Party, incumbent Presi...

Adviser-Hub 6th Aug 2024

pm_volatilitya Partner Zone

Some thoughts on the recent market volatility

Neil Birrell, Premier Miton’s Chief Investment Officer, offers thoughts on the recent market volatility and what may come next.

Premier Miton Investors 6th Aug 2024

Article-London-01-2019 Market Updates

UK market review: “Difficult decisions”

The Labour Party won a landslide victory in July’s General Election. New Chancellor of the Exchequer Rachel Reeves announced that the Budget will take place on 30 October and warned of &ldquo...

Adviser-Hub 6th Aug 2024

Article-Global-04-2019 Market Updates

Market briefings looking back at July

A selection of articles, written by our expert investment writers that cover the markets looking back through July.

Adviser-Hub 6th Aug 2024

pm_ciomarketjul24a Partner Zone

CIO’s Market Watch – July 2024

“Simply put, we’re at an inflection point for the world economy”. Read about what’s been happening and what’s next from Premier Miton’s Neil Birrell.

Premier Miton Investors 6th Aug 2024

cgp_globeqa Partner Zone

The future of global equities

Portfolio managers Rob Lovelace and Noriko Chen discuss the dynamics shaping world markets and where they see the greatest opportunities.

Capital Group 6th Aug 2024

pm_casha Partner Zone

Perspectives – Are clients holding too much cash?

Premier Miton’s Anthony Rayner, shares his thoughts on why current savings rates are much less attractive than they might at first appear. 

Premier Miton Investors 5th Aug 2024

hub-exclusives-banner-alternatives-32 Analysis & Opinion

How to invest with confidence in a US election year

Pension legislation can never be described as straightforward. Judging by Fidelity Adviser Solutions’ Pension Forum, the intricacies of the new lifetime allowance (LTA) replacement regime are...

Fidelity Adviser Solutions 4th Aug 2024

Article-Chart-05-2019 Analysis & Opinion

The Week: Interest rate fever

All eyes are on central banks. Will the US follow the UK and Europe in September?

Adviser-Hub 1st Aug 2024

cgp_globeqa Analysis & Opinion

Market view: The future of global equities

Portfolio managers Rob Lovelace and Noriko Chen discuss the dynamics shaping world markets and where they see the greatest opportunities.

Capital Group 1st Aug 2024

sch_usequitya Analysis & Opinion

Which areas of the US equity market perform best when interest rates start to fall?

Schroders examines which stock market sectors and styles typically do well after the first interest rate cut.

Schroders 1st Aug 2024

bny_weightlossa Analysis & Opinion

Weighing up the effect of weight-loss drugs

Walter Scott investment managers Lindsay Scott and Max Skorniakov, and investment analyst Dr Oriana Beaumont investigate the potential consequences of anti-obesity drugs.

BNY Mellon Investment Management 1st Aug 2024

Article-London-01-2019 Analysis & Opinion

Interest rate update: “Finely balanced”

The Bank of England cut its key interest rate by 25 basis points to 5% at its August rate-setting meeting.

Adviser-Hub 1st Aug 2024

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