Adviser-Hub articles

Article-Direction-05-2019 Business Toolkit

What the end of NS&I 6.2% bond tells us about cash savings

Fidelity’s Ed Monk looks at the options available as investors look for a new home for their savings.

Fidelity Adviser Solutions 30th Sep 2024

pm_retirement30924a Partner Zone

Perspectives – What does retirement income look like in practice?

Premier Miton’s David Jane shares a flavour of some recent conversations with financial advisers and explains how income life-styling works.

Premier Miton Investors 30th Sep 2024

Article-London-01 Analysis & Opinion

The Week: Labour keeps savers guessing

Apart from some gloomy rhetoric, there were few clues at the Labour party conference as to who will pay to fill the fiscal black hole.

Adviser-Hub 26th Sep 2024

abrdn_high26924a Analysis & Opinion

Why higher-rated corporate bonds still make sense

abrdn goes back in time to find out what history teaches  us about bond performance in the critical 12 months following a central bank’s first rate cut.
 

abrdn Investments 26th Sep 2024

sch_powerply26924a Analysis & Opinion

Power play: the White House race and market impact

Schroders looks at Trump and Harris' routes to power and what that could mean for markets, the economy and the Fed.

Schroders 26th Sep 2024

fssa_china26924a Analysis & Opinion

China equities: staying the course with quality companies

FSSA Investment Managers continue to believe that there are pockets of growth to be found in China – even amid a slower economy.
 

FSSA Investment Managers 26th Sep 2024

sch_reimg17924a Partner Zone

Reimagining retirement, shifting mindsets and managing risks

Schroders' Rob Starkey discusses simple, effective risk management in retirement investing, highlighting annuities and the bucket approach for stability.

Schroders 26th Sep 2024

pm_diversified16924a Partner Zone

Premier Portfolio Management Service – investment update

Neil Birrell, Chair of the Premier Portfolio Management Service Investment Committee, shares his views on the macroeconomic environment, and discusses what could be in store over the coming months....

Premier Miton Investors 24th Sep 2024

pm_portfmanginvst24924a VIDEO

Premier Miton Investors | Premier Portfolio Management Service – investment update

Neil Birrell, Chair of the Premier Portfolio Management Service Investment Committee, shares his views on the macroeconomic environment, and discusses what could be in store over the coming months....

Premier Miton Investors 24th Sep 2024

pm_tellworth24924a VIDEO

Premier Miton Investors | Talking Markets – TM Tellworth UK Smaller Companies Fund

Fund Manager Paul Marriage, discusses M&A activity in the UK and shares why he believes the smaller companies sector is looking attractive.

Premier Miton Investors 24th Sep 2024

nineo_disloc24924a Partner Zone

Picture this: dislocation and distress in high-yield debt

The combination of historically expensive valuations and elevated levels of distress makes the high-yield corporate debt market an unattractive destination today. Investors can find a much better r...

Ninety One 24th Sep 2024

sch_global24924a Analysis & Opinion

Global developments in sustainability regulation and policy: Q2 2024

Schroders highlights the latest sustainability policy milestones that are shaping the investment industry.

Schroders 24th Sep 2024

sch_sovern24924a Analysis & Opinion

Engaging with sovereigns on sustainability issues

Schroders explores the benefits of engagement, its scope, and the mechanisms they use.

Schroders 24th Sep 2024

nineo_airevol24924a Analysis & Opinion

Powering the AI revolution: a superscale clean-tech opportunity?

Artificial intelligence is accelerating demand for clean and efficient energy – as a result, the growth opportunity across the clean-tech value chain is multiplying, says Ninety One.

Ninety One 24th Sep 2024

abrdn_ESG24924a Analysis & Opinion

New UK ESG rating rules are coming soon

abrdn outlines the benefits of ESG ratings regulations for investors.

abrdn Investments 24th Sep 2024

sch_china24924a Partner Zone

How much longer will the bust in Chinese housing last?

Much more decisive policy action is required if China is to start beating growth expectations again.

Schroders 24th Sep 2024

sch_five24924a Partner Zone

Five takeaways on the potential rewards and risks facing global equity investors

Increased market breadth and volatility against a resilient economic backdrop should create opportunities for active fund managers, says Schroders.

Schroders 24th Sep 2024

abrdn_concentra Partner Zone

Help clients navigate investment concentration risks

Katie Trowsdale at abrdn Investments explores multi-asset opportunities beyond the Magnificent Seven with MyFolio.

abrdn Investments 24th Sep 2024

Partner Zone

Why technical leaders have the advantage in the AI era

Scottish Mortgage manager Tom Slater explains how Meta, Shopify, Roblox and Spotify all benefit from having chief executives with a deep understanding of developing technologies.

Baillie Gifford 24th Sep 2024

pm_wklymkvws24924a Partner Zone

Weekly Market Views: A short back and sides

Read the latest market views from Premier Miton’s managed portfolio service investment team for the week ending 22 September.

Premier Miton Investors 20th Sep 2024

abrdn_choppya Partner Zone

Navigate choppy waters with the help of bonds

Find out if an allocation to fixed income could help smooth the way with abrdn's Jamie Irvine.

abrdn Investments 19th Sep 2024

ninety_qualitya Partner Zone

Ninety One's definition of a quality company

The definition of 'quality' can be subjective – Ninety One's Clyde Rossouw explains why we are drawn to businesses that possess five key attributes.

Ninety One 19th Sep 2024

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

The Week: Rate cuts are here at last: a champagne moment?

The Federal Reserve has finally cut rates after a year of waiting. But markets were non-plussed. 

Adviser-Hub 19th Sep 2024

sch_takeawy19924a Analysis & Opinion

Five takeaways on the potential rewards and risks facing global equity investors

Increased market breadth and volatility against a resilient economic backdrop should create opportunities for active fund managers, says Schroders.

Schroders 19th Sep 2024

Analysis & Opinion

China: finding the new shoots of growth

International investors are sceptical, but Baillie Gifford believes that, below the surface, China’s government and companies are laying the foundations for the next growth phase.

Baillie Gifford 19th Sep 2024

Article-Buildings-FED-01-2019 Market Updates

Interest rate update: Fed cuts rates by half a percentage point

US interest rates fell for the first time in over four years following the FOMC’s September meeting. The FOMC implemented a relatively aggressive cut of 50 basis points, reducing the key fede...

Adviser-Hub 19th Sep 2024

hubex_vid318924a VIDEO

Where does value lie in the UK market? – panel discussion video #3

UK stock markets have seen a notable improvement over the last few months, galvanised by improving economic and political stability. This has brought some valuations closer to their international p...

Adviser-Hub 18th Sep 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 17th Sep 2024

hubex_dawn217924a VIDEO

How UK markets are changing – panel discussion video #2

It has been a long road for investors in UK stock markets. Without a glamorous technology sector to excite international investors, and with its fair share of domestic troubles, the UK equity marke...

Adviser-Hub 17th Sep 2024

marketv_job17924a Partner Zone

Weekly market views: A job to do

Read the latest market views from Premier Miton’s managed portfolio service investment team for the week ending 13 September.

Premier Miton Investors 17th Sep 2024

pm_ecochg17924a Partner Zone

Perspectives: The fundamental economic question has changed

Premier Miton’s Anthony Rayner reviews the change in macro trends, their impact on markets and how this is feeding through to fund positioning.

Premier Miton Investors 17th Sep 2024

sch_reimg17924a Podcast

Schroders | Reimagining retirement - shifting mindsets and managing risks

Schroders’ Rob Starkey discusses simple, effective risk management in retirement investing, highlighting annuities and the bucket approach for stability.

Schroders 17th Sep 2024

sch_sonja17924a Podcast

Schroders | The Value Perspective Podcast – with Sonja Laud

Schroders’ Value Perspective Podcast is joined by Sonja Laud, CIO of Legal & General Investment Management (LGIM).

Schroders 17th Sep 2024

Partner Zone

Investing in Asia’s next phase of development

Marty Dropkin, Head of Equities, Asia Pacific, outlines how investors can position to capture long-term value and embrace what’s next in the region’s development.

Fidelity International 17th Sep 2024

Partner Zone

US exceptionalism could continue but diversification still key

One of the most consistent themes in financial markets over the past 15 years has been the outperformance of US equities. Why have US equities been so successful and will the trend continue?

Fidelity International 17th Sep 2024

Partner Zone

Slowdown is here, time to de-risk

Recent spikes in market volatility, slowing macro signals and stretched valuations are among the many signs that are pointing to a global slowdown. In this environment, portfolio managers Kris Atki...

Fidelity International 17th Sep 2024

cpgrp_incomark17924a Partner Zone

Fixed income markets: when the stars align

Bonds now offer compelling investment opportunities alongside continued lower inflation and central banks entering the easing cycle, says Capital Group.

Capital Group 17th Sep 2024

cpgrp_bonds17924a Partner Zone

Why Capital Group believes it’s time to exit cash and move back into bonds

Historically, pivots in monetary policy have significantly impacted market returns and, as such, Capital Group believes they warrant a rethink of investors’ defensive allocations.

Capital Group 17th Sep 2024

cpgrp_useconomy17924a Partner Zone

US economy poised for a soft landing. What comes next?

A great deal of market commentary over the past several months has focused on the potential for the US economy to achieve a “soft landing.” What exactly is that?

Capital Group 17th Sep 2024

hubex_16924vid1a-1 VIDEO

Can political and economic stability drive UK equities? – panel discussion video #1

After a near-decade of political and economic disruption, the UK appears to be entering a period of greater stability. A new government, improving economic data and greater confidence should bring...

Adviser-Hub 16th Sep 2024

pm_global16924a-1 Partner Zone

Global small caps: headwinds turning into tailwinds

Premier Miton’s fund manager Alan Rowsell discusses what has affected global small caps and whether a small cap resurgence is in sight.

Premier Miton Investors 16th Sep 2024

pm_ukfocusfd16924a VIDEO

Premier Miton Investors | Talking Markets – Premier Miton UK Focus Fund and UK Value Opportunities Fund

Fund Manager Matthew Tillett, discusses how the team exploit opportunities in the UK market, and recent market activity.

Premier Miton Investors 16th Sep 2024

pm_diversified16924a VIDEO

Premier Miton Investors | Talking Markets – Premier Miton Diversified Funds update

Neil Birrell, CIO and Lead Fund Manager of the fund range, discusses the macroeconomic environment and provides an update on the funds.

Premier Miton Investors 16th Sep 2024

pm_retirement16924a VIDEO

Premier Miton Investors | Talking Markets – Retirement Income

David Jane, Fund Manager of the Premier Miton Cautious Monthly Income Fund, shares why he believes an income fund may be suitable for both pre and post-retirement investors.

Premier Miton Investors 16th Sep 2024

abrdn_equity6924 VIDEO

abrdn Investments | Are you en route to active equity income?

An active manager like abrdn will do all the pedalling, seeking out stocks with the potential for growth and income. Watch this video with Matt Williams to discover more.

abrdn Investments 16th Sep 2024

abrdn_podium16924a VIDEO

abrdn | Will it be a podium finish for real estate?

Preparation is the key to identifying tomorrow’s winning real estate markets. Watch Anne Breen’s video to discover more. 

abrdn Investments 16th Sep 2024

pm_fire17924a Partner Zone

Out of sight, out of EM?

Read Premier Miton fund manager Will Scholes’ take on a world on fire and a $5.5 trillion need for capital.

Premier Miton Investors 16th Sep 2024

hub-exclusives-banner-alternatives-3 Analysis & Opinion

How to invest with confidence in a US election year

Capital Group addresses some top adviser questions about investing in a US election year.

Capital Group 13th Sep 2024

cp_imp13924a Analysis & Opinion

Q&A: the importance of dividends

Gervais Williams, Head of Equities at Premier Miton and co-manager of the Diverse Income Trust, shares his view on the significance of dividends.

Premier Miton Investors 13th Sep 2024

nine_fivea Analysis & Opinion

EM equities: five factors point to a rebound

Ninety One analyses the critical factors that could support EM returns relative to developed markets after several false dawns.

Ninety One 13th Sep 2024

Article-Chart-05-2019 Analysis & Opinion

The Week: Is the inflation genie back in the bottle?

Inflation data is mixed and unpredictable. Could it still be a threat even as central banks cut rates?

Adviser-Hub 12th Sep 2024

pm_twothings12924a Partner Zone

Two things – one happening NOW and one coming soon

It is relevant to our Diversified fund range (Premier Miton Diversified Balanced Growth Fund, PM Diversified Cautious Growth Fund, PM Diversified Dynamic Growth Fund, PM Diversified Growth Fund, PM...

Premier Miton Investors 12th Sep 2024

arbdn_chop16924 VIDEO

abrdn | Navigate choppy waters with the help of bonds

We believe investors who get on board now could lock in today’s high yields. Watch Jamie Irvine’s video to discover more.

abrdn Investments 12th Sep 2024

pm_tm_mgedpsupdA VIDEO

Premier Miton Investors | Talking Markets – Managed Portfolio Service update

Ian Rees, Head of Multi Manager Funds, and MPS Investment Director Chris Robinson, discuss what could be in store over the coming months.

Premier Miton Investors 11th Sep 2024

pm_tm_mgedpsupdA Partner Zone

Talking Markets – Managed Portfolio Service update

In this video, Ian Rees, Head of Multi Manager Funds, and MPS Investment Director Chris Robinson, discuss what could be in store over the coming months.

Premier Miton Investors 11th Sep 2024

nine_decadea Partner Zone

EM equities: a decade of transformation

Emerging markets have changed dramatically over the last decade, resulting in a more diverse and higher-quality asset class. Ninety One discusses how this evolution has transformed the investment l...

Ninety One 11th Sep 2024

nine_fivea Partner Zone

EM equities: five factors point to a rebound

Ninety One analyses assesses the critical factors that could support EM returns relative to developed markets after several false dawns.

Ninety One 11th Sep 2024

sch_bonds11924a Partner Zone

Are bonds set to return as a portfolio diversifier?

Investors have recently questioned the role of bonds in portfolios as inflation increased and equity-bond correlations rose. However, with inflation coming under control, are bonds set to return?

Schroders 11th Sep 2024

sch_public11924a Partner Zone

Public Enemy were right: don’t believe the hype

Schroders examines the data showing the perils of chasing past stock market winners.

Schroders 11th Sep 2024

sch_gold11924a Partner Zone

Emerging forces driving the price of gold and their implications for your portfolio

Despite the apparent breakdown in the precious metal’s negative relationship with real yields, its diversification benefits remain persuasive, says Schroders.

Schroders 11th Sep 2024

sch_jacksn11924a Partner Zone

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 11th Sep 2024

Article-balance-01-2019 Business Toolkit

Vulnerable customers and the Consumer Duty

The Consumer Duty has imposed additional rules and guidance on how vulnerable customers should be treated.

Fidelity Adviser Solutions 10th Sep 2024

pm_tractor10924a Analysis & Opinion

Sustainable Times – Tractors and tech

Premier Miton’s Duncan Goodwin explores the role that tractor maker John Deere is playing in increasing efficiency and driving sustainable practices in farming.

Premier Miton Investors 10th Sep 2024

cg_decarbon10924a Analysis & Opinion

Decarbonising data centres

Capital Group explores three key areas that could play a role in the decarbonisation of data centres.

Capital Group 10th Sep 2024

Article-Pension-01 Business Toolkit

Will Labour change the State Pension age?

The government has legislated for an age increase from 66 to 67 in 2026-28 and to 68 in 2044-46. However, the timing of the rise to 68 is in doubt and will be looked at by an independent review.

Fidelity Adviser Solutions 9th Sep 2024

Article-Chart-01-2019 Analysis & Opinion

Where does value lie in the UK market?

UK stock markets have seen a notable improvement over the last few months, galvanised by improving economic and political stability. This has brought some valuations closer to their international p...

Adviser-Hub 9th Sep 2024

hub-exclusives-banner-alternatives-3 Analysis & Opinion

How to invest with confidence in a US election year

There are lots of reasons why an investor might want to use their portfolio to generate an income. Perhaps they want to fund their retirement, or to supplement their day-to-day living expenses, or...

Capital Group 9th Sep 2024

pm_multimang9924 Partner Zone

Talking Markets – Multi Manager update

In this video, we focus on the Premier Miton Liberation Fund range with Ian Rees, Head of Multi Manager Funds and Fund Manager David Thornton.

Premier Miton Investors 9th Sep 2024

pm_multimang9924 VIDEO

Premier Miton Investors | Talking Markets – Multi Manager update

In this video, we focus on the Premier Miton Liberation Fund range with Ian Rees, Head of Multi Manager Funds and Fund Manager David Thornton.

Premier Miton Investors 9th Sep 2024

pm_ukequitiesa Partner Zone

Talking Markets – UK Equities

Join Premier Miton Fund Managers, Jon Hudson and Benji Dawes, as they discuss the importance of being nimble in the current market environment.

Premier Miton Investors 9th Sep 2024

pm_portfoliomangda Partner Zone

Talking Markets – Managed Portfolio Service introduction

An introduction to the new Premier Miton Managed Portfolio Service with Ian Rees, Head of Multi Manager Funds, and MPS Investment Director Chris Robinson.

Premier Miton Investors 9th Sep 2024

Article-Global-04-2019 Market Updates

Market briefings looking back at August

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

Adviser-Hub 6th Sep 2024

Article-Chart-05-2019 Analysis & Opinion

UK market review: Volatility hits UK markets

Although many global equity markets successfully rebounded from sharp declines early in August, UK share prices posted a somewhat lacklustre performance amid fading hopes of further near-term cuts...

Adviser-Hub 6th Sep 2024

hub-exclusives-banner-alternatives-34 Analysis & Opinion

Investing for income

There are lots of reasons why an investor might want to use their portfolio to generate an income. Perhaps they want to fund their retirement, or to supplement their day-to-day living expenses, or...

Adviser-Hub 6th Sep 2024

pm_preditfuturea Partner Zone

Perspectives – The dangers of modelling the past to predict the future

Premier Miton’s David Jane discusses why natural income looks to be a more reliable source of income, than financial models. 

Premier Miton Investors 6th Sep 2024

Article-Chart-03-2019 Analysis & Opinion

The Week: Mounting volatility in investment markets

After the sell-off in late July, markets have been uneventful for much of August, but that appears to be changing as people return to work.

Adviser-Hub 5th Sep 2024

fil_valuefoca Analysis & Opinion

US value in focus

Rosanna Burcheri and Ashish Bhardwaj, portfolio managers for Fidelity American Special Situations, explain why there is still a rich pool of attractive opportunities for value investors to exploit...

Fidelity International 5th Sep 2024

cg_bondsa-1 Analysis & Opinion

Why Capital Group believes it’s time to exit cash and move back into bonds

Historically, pivots in monetary policy have significantly impacted market returns and, as such, Capital Group believes they warrant a rethink of investors’ defensive allocations.

Capital Group 5th Sep 2024

fil_pensiona Analysis & Opinion

Will Labour change the State Pension age?

With the election decided, one of the more electorally sensitive issues is likely to emerge in the months ahead: the State Pension age. Fidelity’s Andrew Oxlade examines the possibilities.

Fidelity International 5th Sep 2024

sch_hengelharta Podcast

Schroders | The Value Perspective Podcast with Henry Engelhart

Schroders’ Value Perspective Podcas is joined by legendary entrepreneur and capital allocator Henry Engelhart, who founded Welsh car insurer Admiral Group and is also the author of Be A Bette...

Schroders 5th Sep 2024

sch_mmorbiusa Podcast

Schroders | The Value Perspective Podcast – with Mark Mobius

Schroders’ Value Perspective Podcast is joined by legendary emerging markets investor Mark Mobius.

Schroders 5th Sep 2024

sch_feddeca Podcast

Schroders | The problem facing the Fed two decades in the making

The Federal Reserve and other central banks face the dilemma over when and how to cut interest rates – but could their decision making be hindered by issues two decades in the making?

Schroders 5th Sep 2024

ninety_podcsta Podcast

Ninety One | US election: how a Trump or Harris victory will shape markets

Ninety One’s Philip Saunders analyses this most tight of political struggles and speculates on market reaction to both possible eventualities.

Ninety One 5th Sep 2024

ninety_podcsta Podcast

Ninety One | 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 5th Sep 2024

pm_perspectivespodcasta Podcast

Premier Miton Investors | Perspectives – Stepping back from the noise

“Just because it makes a good story, doesn’t mean it’s helpful” – Premier Miton’s Anthony Rayner steps back from the recent market noise and examines changes in...

Premier Miton Investors 5th Sep 2024

Article-Direction-05-2019 Analysis & Opinion

How UK markets are changing

It has been a long road for investors in UK stock markets. Without a glamorous technology sector to excite international investors, and with its fair share of domestic troubles, the UK equity marke...

Adviser-Hub 5th Sep 2024

Article-Time-01-2019 Analysis & Opinion

Global updates: “The time has come for policy to adjust”

August provided a roller-coaster ride for investors. The month started with heavy falls across global equity markets but ended with many major indices in positive territory amid renewed expectation...

Adviser-Hub 5th Sep 2024

abrdn_cipa Partner Zone

Is CIP-licity the ultimate sophistication?

abrdn explains how using multi-asset funds in your CIP can boost business valuation by streamlining operations, reducing costs, and freeing up client time.

abrdn Investments 5th Sep 2024

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

AI fever: has it become too hot?

Against a backdrop of heightened enthusiasm for AI, Capital Group’s Chris Buchbinder, Equity Portfolio Manager, assesses the outlook for the sector, drawing on his experiences of the 1990s te...

Capital Group 4th Sep 2024

hub-exclusives-banner-alternatives-32 Partner Zone

AI fever: has it become too hot?

Against a backdrop of heightened enthusiasm for AI, Capital Group’s Chris Buchbinder, Equity Portfolio Manager, assesses the outlook for the sector, drawing on his experiences of the 1990s te...

Capital Group 4th Sep 2024

ninety_qualitya VIDEO

Ninety One | Our definition of a Quality company

We spend our time looking for quality companies, but the definition of ‘quality’ can be subjective. Ninety One’s Clyde Rossouw explains why we are drawn to busi...

Ninety One 4th Sep 2024

capital_3invest-1 Partner Zone

Three investment ideas from second-quarter earnings

Capital Group explores three investment ideas from the latest round of earnings reports.

Capital Group 4th Sep 2024

pm_landing Partner Zone

Thinking beyond the landing

Although our base case remains for a soft landing, it is important to keep an open mind, given the extraordinary events of the past few years, says Capital Group.

Capital Group 3rd Sep 2024

ninety_podcsta Partner Zone

US election: how a Trump or Harris victory will shape markets

Ninety One’s Philip Saunders analyses this most tight of political struggles and speculates on market reaction to both possible eventualities.

Ninety One 3rd Sep 2024

pm_inflationrdya Partner Zone

Is inflation really dead?

Premier Miton’s Anthony Rayner considers if the market is getting ahead of itself.

Premier Miton Investors 2nd Sep 2024

pm_perspectivespodcasta Podcast

Premier Miton Investors | Stepping back from the noise

In this podcast, Premier Miton’s Anthony Rayner, steps back from the recent market noise and looks at changes in the dynamic of the world economy. 

Premier Miton Investors 2nd Sep 2024

Article-London-01 Analysis & Opinion

Can political and economic stability drive UK equities?

After a near-decade of political and economic disruption, the UK appears to be entering a period of greater stability. A new government, improving economic data and greater confidence should bring...

Adviser-Hub 2nd Sep 2024

Article-Time-01-2019 Business Toolkit

Tax treatment of money purchase death benefit payments

Here is a rough guide from Fidelity Adviser Solutions – including a flowchart – to the tax treatment of money purchase death benefit payments.

Fidelity Adviser Solutions 2nd Sep 2024

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