articles from Adviser Hub

US market review: US/China relationship sours again

Relations between the US and China deteriorated further during May as the US blamed China and the World Health Organisation (WHO) for the pandemic.

Adviser-Hub 10th Jun 2020

Market Briefings

UK equity income market review: Companies continue to cancel dividends

The outlook for income-seeking investors continued to deteriorate during May as companies sought to shore up their balance sheets by cancelling dividend payouts

Adviser-Hub 10th Jun 2020

Market Briefings

UK equity market review: UK retail sales plunge

UK share prices continued to rally during May as investors became more hopeful that the lockdown would lift, and the economy could restart.

Adviser-Hub 10th Jun 2020

Market Briefings

UK bond market review: BoE keeps its options open

Demand for gilts remained strong during May as the economic outlook continued to deteriorate. The coronavirus pandemic is expected to take a heavy toll on UK and global growth.

Adviser-Hub 10th Jun 2020

Market Briefings

Global bond market review: Corporate defaults on the rise

US Treasury bond yields rose during May: government spending continued to rise and central bank policy showed signs of shifting as Federal Reserve Chair Jerome Powell emphasised that the Fed would tak...

Adviser-Hub 10th Jun 2020

Market Briefings

Europe market review: Is Europe heading for deflation?

During May, the Dax Index rose by 6.7% while the CAC 40 Index climbed by 2.7%.

Adviser-Hub 10th Jun 2020

Market Briefings

Emerging markets review: Clouded outlook for China’s growth

China’s National People’s Congress announced that it would not set an economic growth target for the country this year as it addresses the impact of the coronavirus pandemic.

Adviser-Hub 10th Jun 2020

Market Briefings

Asia Japan market review: Concerns over Hong Kong’s future

Share prices in Hong Kong dived during May on the news that China was set to make national security laws for the territory, clamping down on dissent and raising questions over Hong Kong’s special econ...

Adviser-Hub 10th Jun 2020

Market Briefings

The Week: Have markets moved too far, too fast?

Markets have seen one of the quickest rebounds in history, to the extent that investors are starting to wonder whether they might have gone too far.

Adviser-Hub 3rd Jun 2020

Market Briefings

The Week: Does size really matter?

Size has provided little protection in the recent market rout. The appeal of large caps has historically been their defensiveness and their dividend payments, but does this still stand?

Adviser-Hub 28th May 2020

Market Briefings

The Week: Does value investing still have a place in your portfolio?

It’s been a rough time for value managers. Has quantitative easing killed off value as a strategy? Or can it stage a comeback?

Adviser-Hub 21st May 2020

Market Briefings

UK bond market review: The economic outlook deteriorates

Although sentiment showed signs of improvement in April after March’s plunging stock markets, investors remained nervous. A survey conducted by GfK found that consumer confidence slumped to its lowest...

Adviser-Hub 19th May 2020

Market Briefings

Global bond market review: A bleak outlook

Although equity markets recovered to some extent during April, investors’ appetite for risk remained weak. Bond yields picked up towards the beginning of the month amid cautious optimism.

Adviser-Hub 19th May 2020

Market Briefings

Europe market review: European economies shrink in Q1

European equity markets generally rebounded in April after sustaining steep falls in March.

Adviser-Hub 19th May 2020

Market Briefings

Emerging markets review: All eyes on China

Demonstrating the economic impact of the coronavirus pandemic, China’s economy contracted at an annualised rate of 6.8% during the first quarter of 2020, compared with growth of 6.4% in the same perio...

Adviser-Hub 19th May 2020

Market Briefings

Asian Japan market review: “A crisis like no other”

Asia is facing “a crisis like no other”, according to the IMF, which warned that the coronavirus pandemic’s impact on the region will be “severe and unprecedented” and will outstrip that of the Global...

Adviser-Hub 19th May 2020

Market Briefings

UK equity income market review: Dividend cuts continue

Having experienced a difficult March, in which share prices plunged and dividends were cancelled, income-seeking investors experienced fresh pain in April as more companies opted to suspend their payo...

Adviser-Hub 18th May 2020

Market Briefings

US market review: US economy shrinks

Despite the news that the US economy had contracted for the first time since 2014 during the first quarter, US equity markets ended April in positive territory in April as investors began to focus on...

Adviser-Hub 18th May 2020

Market Briefings

UK equity market review: UK plc on the back foot

Although UK share prices picked up slightly in April, the coronavirus continued to take a heavy social, corporate and economic toll and the UK overtook Spain to become the third-worst affected country...

Adviser-Hub 18th May 2020

VIDEO

Fidelity International | Market Perspectives: Emerging Market Debt

Fidelity portfolio manager Eric Wong discusses the outlook and opportunities for the Fidelity Emerging Market Debt Fund.

Adviser-Hub 15th May 2020

Market Briefings

The Week: China: the longer-term consequences of Covid-19

China may be seeing an economic bounce-back, but there may yet be economic consequences from the Covid-19 pandemic as the US sharpens its claws.

Adviser-Hub 14th May 2020

Market Briefings

The Week: Dividend cuts become the norm

Shell became the latest company to cut its dividend last week. Can investors rely on dividends returning?

Adviser-Hub 6th May 2020

Market Briefings

The Week: Will the low oil price dent the prospects for renewables?

The oil price has slumped. This brings problems for oil majors, the shale industry and various others, but could it also create difficulties for the renewables sector?

Adviser-Hub 29th Apr 2020

Market Briefings

The Week: Oil price shock: the implications

The pandemic has already disrupted equity and bond markets, but now its influence is spreading to commodities markets and notably to the price of oil. What are the implications of rock bottom oil pric...

Adviser-Hub 23rd Apr 2020

Market Briefings

UK equity income market review: UK companies cancel dividends

Although March was painful for most investors, income-seeking investors probably felt an additional level of pain.

Adviser-Hub 20th Apr 2020

Market Briefings

UK equity market review: On the back foot

UK share prices plunged during March as the coronavirus continued to sweep the world.

Adviser-Hub 20th Apr 2020

Business Toolkit

UK bond market review: UK interest rates reach all-time low

Against the backdrop of heightened uncertainty caused by the intensifying coronavirus crisis, investors continued to lose their appetite for risk during March.

Adviser-Hub 20th Apr 2020

Market Briefings

Global update: March meltdown

The extended bull run came to an abrupt end in March as the coronavirus continued to spread into Europe and America, and a collapse in confidence pushed share indices into bear-market territory.

Adviser-Hub 20th Apr 2020

Market Briefings

Emerging markets review: China bucks the trend

Share prices in China generally fell less heavily in March than other major equity markets. While most share indices posted double-digit losses during the month.

Adviser-Hub 20th Apr 2020

Market Briefings

Europe market review: Extraordinary times

European investors experienced a torrid March as the coronavirus spread and intensified across the region. Major equity markets posted double-digit losses over the month.

Adviser-Hub 17th Apr 2020

Market Briefings

Asian Japan market review: Fears grow over Japan’s longer-term outlook

As the coronavirus intensified its grip, officials at the Bank of Japan increased monetary stimulus measures in an emergency meeting in a bid to soothe investors’ jitters.

Adviser-Hub 17th Apr 2020

Market Briefings

US market review: US rates fall to near-zero

Share prices fell sharply in the US during March as the coronavirus pandemic continued its spread, and the yields on ten-year and 30-year Treasury bonds fell to all-time lows. President Donald Trump d...

Adviser-Hub 17th Apr 2020

Market Briefings

The Week: Corporate bond bargains?

“The best value investment grade market I have seen” - corporate bond managers say they are finding bargains. Should advisers be taking note?

Adviser-Hub 16th Apr 2020

Market Briefings

The Week: Is this a dead cat bounce?

The recent performance from stock markets has given investors some cause for cheer amid the general gloom. However, could this be a dead cat bounce rather than a genuine cause for optimism?

Adviser-Hub 8th Apr 2020

Market Briefings

The Week: Are we going bust?

Government bailouts look set to explode already stretched deficits. While necessary in the short-term, what may be the longer-term consequences?

Adviser-Hub 2nd Apr 2020

Market Briefings

The Week: What does it cost to support markets? $2 trillion

The US emergency fiscal stimulus package has finally passed and markets are grateful, but could it create long-term problems?

Adviser-Hub 26th Mar 2020

Business Toolkit

5 articles to reassure your clients

During periods of market instability and uncertainty, supporting your clients is likely to be your number-one priority. And timely communication can make all the difference when easing their concerns.

Adviser-Hub 23rd Mar 2020

Market Briefings

UK interest rates cut to record low

In an unexpected move designed to shore up the UK economy against the effects of the coronavirus pandemic, the Bank of England slashed its key interest rate to 0.1%.

Adviser-Hub 20th Mar 2020

Market Briefings

The Week: Bye-bye the ‘V’ shaped recovery; hello the ‘L’ shape

A V-shaped recovery now looks vanishingly unlikely, but could any good come of the financial market meltdown?

Adviser-Hub 19th Mar 2020

Marketing Toolkit

The benefit of hindsight

History and experience have shown us that different asset classes and industry sectors generate strong or weak performance at different times.

Adviser-Hub 18th Mar 2020

Marketing Toolkit

Following the herd

"To err is human" said the poet Alexander Pope; however, in investment, errors can be expensive.

Adviser-Hub 18th Mar 2020

Market Briefings

“Whatever it takes”

Less than a week after the Budget, Chancellor the Exchequer Rishi Sunak revealed a package of measures designed to help the UK economy withstand the financial impact of the coronavirus.

Adviser-Hub 18th Mar 2020

Marketing Toolkit

Weathering market storms

There’s no doubt that periods of market volatility can be very unsettling for investors. Nevertheless, history shows us that, although equities can certainly be risky in the short term, they remain th...

Adviser-Hub 18th Mar 2020

Marketing Toolkit

When uncertainty strikes…

When uncertainty strikes, financial markets often respond with a period of volatility. It can be difficult to remain pragmatic and unruffled when asset prices are swinging back and forth.

Adviser-Hub 18th Mar 2020

Marketing Toolkit

Irrational behaviour

Investors can be strange creatures. We wait until the market has risen before we are willing to buy. We sell when the market has plunged.

Adviser-Hub 18th Mar 2020

Market Briefings

Fed cuts rates to near-zero

In an unprecedented move, the US Federal Reserve (Fed) announced its second consecutive emergency rate cut as central banks around the world launched co-ordinated action to support the global economy.

Adviser-Hub 16th Mar 2020

Market Briefings

The Week: What markets really, really want...

Markets have their fiscal and monetary stimulus, but still they’re not happy. What would it take to improve market sentiment?

Adviser-Hub 12th Mar 2020

Market Briefings

The Week: Federal Reserve: not enough or too much?

The Federal Reserve surprised markets by announcing a 50bps interest rate cut in an attempt to calm market nerves. The move hit a bum note, prompting a further sell-off in the equity market.

Adviser-Hub 5th Mar 2020

Market Briefings

Global bond market review: Bond yields hit record lows

Global bond yields extended their January declines into February as investors became increasingly worried about the potential economic impact and human cost of the coronavirus.

Adviser-Hub 5th Mar 2020

Market Briefings

Global update: Investors take fright as coronavirus takes hold

As the spread of coronavirus gathered pace across the world during February, investors became increasingly concerned that the economic impact could trigger a global recession. Share prices plunged ove...

Adviser-Hub 5th Mar 2020

Market Briefings

Emerging markets review: China moves to support its financial system

Having been shut from 23 January to combat the continuing spread of coronavirus, China’s stock market reopened on 3 February and the benchmark Shanghai Composite Index promptly fell by almost 8% in a...

Adviser-Hub 5th Mar 2020

Market Briefings

UK equity market review: Companies warn on profits as coronavirus bites

Share prices tumbled during February as the extent and severity of coronavirus continued to intensify. By the end of the month, 85,403 cases had been confirmed worldwide, with 23 cases in the UK.

Adviser-Hub 4th Mar 2020

Market Briefings

US interest rate update: Fed cuts interest rates by 50 basis points

Amid mounting concern that the coronavirus could slow down economic growth, the US Federal Reserve cut its key interest rate by 0.50% percentage points to a range of 1% to 1.25%.

Adviser-Hub 4th Mar 2020

Market Briefings

UK bond market review: Gilt yields fall as investors head for the hills

Government bond yields dropped sharply during February as the coronavirus continued to spread across the world, fuelling concerns over the impact on global economic growth.

Adviser-Hub 4th Mar 2020

Market Briefings

Europe market review: European markets fall in February

Coronavirus continued its spread into Europe during February, with Italy the hardest hit country by a significant margin.

Adviser-Hub 4th Mar 2020

Market Briefings

Asia Japan market review: Double-digit falls in Japan

Asian markets came under pressure during February as coronavirus continued to tighten its grip. By the end of February, South Korea was second only to China in terms of diagnosed cases of coronavirus,...

Adviser-Hub 4th Mar 2020

Market Briefings

The Week: Only flu? Assessing the impact of the Corona virus

It’s been a torrid week for the financial markets, as investors assess the potential impact of the Coronavirus.

Adviser-Hub 26th Feb 2020

Market Briefings

The Week: Merger mania?

Consolidation has been considered a solution to the pressures on the active management industry, but it is not an end in itself.

Adviser-Hub 19th Feb 2020

Market Briefings

Asia Japan market review: Japan’s policymakers remain cautious

Although the Bank of Japan raised its forecast for economic growth in the fiscal year 2020 from 0.7% to 0.9%, policymakers are not yet ready to scale back their current stimulus programme.

Adviser-Hub 13th Feb 2020

Market Briefings

Emerging markets review: Coronavirus hits markets

January proved to be a month of two halves for China. Although investor sentiment received a boost from the “Phase One” trade agreement with the US.

Adviser-Hub 13th Feb 2020

Market Briefings

Global bond market review: Seeking safe havens

Global bond yields declined during January as investors sought safe havens against a backdrop of rising worry over the Coronavirus.

Adviser-Hub 13th Feb 2020

Market Briefings

UK equity income market review: Brexit, trade… and the Coronavirus

In common with most major equity markets around the world, UK equity indices fell during January as concerns over the rise of Coronavirus outweighed optimism.

Adviser-Hub 13th Feb 2020

Market Briefings

Europe market review: ECB launches review of its monetary policy strategy

The eurozone’s economy expanded by only 0.1% during the fourth quarter of 2019.

Adviser-Hub 12th Feb 2020

Market Briefings

UK bond market review: Flight to safety

Gilt yields fell during January as investors sought the perceived safety of government bonds

Adviser-Hub 12th Feb 2020

Market Briefings

UK equity market review: The transition period begins

Brexit finally “got done” in January as the UK left the EU on 31 January. However, with a transition period of only 11 months, the Government is now under pressure to negotiate its new relationship wi...

Adviser-Hub 12th Feb 2020

Market Briefings

US market review: US and China sign their “Phase One” deal

2020 began with fresh geopolitical tensions amid signs of rising hostility between the US and Iran.

Adviser-Hub 12th Feb 2020

Market Briefings

The Week: The UK continues its unloved status

As Valentine’s Day approaches, the UK still can’t find many suitors. The post-election bounce has ebbed and investors are looking at the Brexit negotiations with trepidation.

Adviser-Hub 12th Feb 2020

Market Briefings

The Week: Returns in short supply

It’s been a torrid time for short-sellers of Elon Musk’s Tesla as the company has beaten expectations on profits. Does it challenge the concept of short-selling?

Adviser-Hub 5th Feb 2020

Market Briefings

Global update: Coronavirus hits investor sentiment

Investor sentiment was initially buoyed in January as the US and China signed their interim trade deal, driving US share indices to new all-time highs.

Adviser-Hub 4th Feb 2020

Market Briefings

The Week: The FCA’s new value assessments are soon to be released

The FCA’s new value assessments are soon to be released. But will they do any good?

Adviser-Hub 30th Jan 2020

Business Toolkit

Talking with...

Suhail Shaikh, Chief Investment Officer, Fulcrum Asset Management

Adviser-Hub 28th Jan 2020

Market Briefings

The Week: Is China’s growth assured?

This week saw the widely-awaited trade deal struck between the US and China.

Adviser-Hub 23rd Jan 2020

Market Briefings

US market review: Trade breakthrough?

Signs of progress in the long-running trade conflict between the US and China lifted investor sentiment in the US and around the world during December.

Adviser-Hub 15th Jan 2020

Market Briefings

UK equity market review: Brexit’s turning-point

December provided a turning-point for the UK as the Conservative Party won the General Election. Prime Minister Boris Johnson succeeded in securing an 80-seat majority in the House of Commons.

Adviser-Hub 15th Jan 2020

Market Briefings

UK equity income market review: A defining moment for Brexit

The UK General Election proved to be a defining moment for Brexit in the UK as Boris Johnson’s decisive victory – with an 80-seat majority – paved the way for his Brexit deal to clear the House of Com...

Adviser-Hub 15th Jan 2020

Market Briefings

UK bond market review: Optimism returns as 2019 ends

Investor confidence rallied during December following the Conservative Party’s decisive victory in the General Election.

Adviser-Hub 15th Jan 2020

Market Briefings

Global bond market review: Investors eye riskier assets in December

A mood of tentative optimism blunted the attractions of government bonds during December.

Adviser-Hub 15th Jan 2020

Market Briefings

Europe market review: Germany puts the brakes on the eurozone

The eurozone’s economy remained sluggish in December as improved activity in the services sector failed to mitigate a deepening contraction in the manufacturing sector.

Adviser-Hub 15th Jan 2020

Market Briefings

Emerging markets review: US and China agree “Phase One” trade deal

Investor sentiment was lifted during December by the news that the US and China had reached a preliminary “Phase One” trade agreement in its long-running trade war.

Adviser-Hub 15th Jan 2020

Market Briefings

Asia Japan market review: Japan’s consumption tax takes its toll

Japan’s economic expansion proved to be better than first calculated during the third quarter of 2019; however, this better-than-expected performance does not reflect the impact of October’s increase...

Adviser-Hub 15th Jan 2020

Market Briefings

Market briefings looking back at December

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

Adviser-Hub 15th Jan 2020

Market Briefings

The Week: Fink’s greener future needs governments to play ball

Larry Fink this week committed BlackRock to a greener future. He should have words with the UK government.

Adviser-Hub 15th Jan 2020

Market Briefings

Global update: Double-digit gains in 2019

Despite a year that was filled with political and social upheaval – from the trade war between the US and China, through Brexit, to the civil unrest in Hong Kong – many world markets achieved double-d...

Adviser-Hub 9th Jan 2020

Market Briefings

The Week: The rise and rise of indexation

As index funds smash records, their influence on pricing in global stock markets is increasing. Can active managers put up a credible defense?

Adviser-Hub 8th Jan 2020

Market Briefings

US market review: No resolution to the trade conflict

US share prices were boosted during November by hopes that the US and China might find a resolution to their protracted trade conflict.

Adviser-Hub 20th Dec 2019

Market Briefings

UK equity market review: Election dominates sentiment

November in the UK was largely taken up by the impending General Election. Having dominated the headlines for many months, Brexit relinquished the spotlight as the different parties’ manifestos focuse...

Adviser-Hub 20th Dec 2019

Market Briefings

UK bond market review: Politics drives gilts in November

UK government bonds experienced a choppy November as General Election campaigning got under way.

Adviser-Hub 20th Dec 2019

Market Briefings

Europe market review: Germany avoids recession

The eurozone’s economy almost stalled during November, according to IHS Markit, which reported the lowest level of activity for two months.

Adviser-Hub 20th Dec 2019

Market Briefings

Asia Japan market review: Retail sales plummet in Japan

During November, Japan’s government came under intensifying pressure to support the country’s economy by boosting fiscal spending.

Adviser-Hub 20th Dec 2019

Market Briefings

Market briefings looking back at November

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

Adviser-Hub 20th Dec 2019

Market Briefings

The Week: Back to the races? The Conservative election victory

Markets celebrated the Conservative victory, but have they been premature?

Adviser-Hub 18th Dec 2019

Market Briefings

The Week: Better times for the UK market?

With the election looming, the UK markets appear to be pricing in a Conservative victory and fund managers are increasingly optimistic, but is there enthusiasm misplaced?

Adviser-Hub 11th Dec 2019

Market Briefings

Global update: Brexit takes a back seat

Although politics continued to dominate newsflow and sentiment in the UK during November, Brexit was superseded by the General Election as the focal point.

Adviser-Hub 10th Dec 2019

Market Briefings

The Week: Risk on: 2019 was a bumper year

Against expectations, 2019 has proved a year in which it was tough not to make money. The rising tide of central bank policy floated all boats.

Adviser-Hub 4th Dec 2019

Market Briefings

The Week: ESG - a generational change for investment managers

If there has been a defining issue for the fund management industry in 2019, it is ESG.

Adviser-Hub 27th Nov 2019

Market Briefings

The Week: What next for equity income?

After recent weak performance, equity income’s position at the heart of a UK portfolio is under threat.

Adviser-Hub 20th Nov 2019

Market Briefings

The Week: When is a safe haven not a safe haven?

Is it time to rethink what constitutes a ‘safe haven’ in the current market environment?

Adviser-Hub 13th Nov 2019

Market Briefings

US market review: Fed cuts rates for a third time this year

Policymakers at the US central bank opted to cut the key federal funds rate by 25 basis points to a range of 1.5% to 1.75% during October.

Adviser-Hub 7th Nov 2019

Market Briefings

UK equity income market review: Underlying dividend growth slows

The FTSE 100 Index fell and its yield rose during October as Brexit uncertainty continued.

Adviser-Hub 7th Nov 2019

Market Briefings

UK equity market review: Brexit “flextension”

Seven months after the first Brexit delay, the Hallowe’en deadline came and went with the UK’s Brexit predicament unresolved.

Adviser-Hub 7th Nov 2019

Market Briefings

UK bond market review: Teetering on the edge

Having surged earlier in the month, amid rising hopes of a Brexit deal, gilt yields subsequently dipped later in October when it became clear that Brexit remained unresolved.

Adviser-Hub 7th Nov 2019

Market Briefings

Global bond market review: Fed cuts rates once again

Following a raft of interest-rate cuts in the third quarter of 2019, the loosening monetary trend continued into the fourth quarter as central banks reduced their key rates.

Adviser-Hub 7th Nov 2019

Market Briefings

Europe market review: Waiting for Brexit

The Brexit deadline was shifted once again, this time from 31 October to 31 January 2020. The EU’s chief Brexit negotiator Michel Barnier called for a close post-Brexit relationship between the UK and...

Adviser-Hub 7th Nov 2019

Market Briefings

Emerging markets review: China’s slowdown continues

The pace of economic growth in China continued to slow during the third quarter, dampened by the ongoing trade conflict with the US.

Adviser-Hub 7th Nov 2019

Market Briefings

Asian Japan markets review: Japan raises consumption tax

Japan’s much-anticipated rise in consumption tax finally took place on 1 October.

Adviser-Hub 7th Nov 2019

Market Briefings

Market briefings looking back at October

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

Adviser-Hub 7th Nov 2019

Market Briefings

The Week: General Election 2019: the unpalatable economic choice ahead

As a General Election looms, voters face an uncomfortable choice.

Adviser-Hub 6th Nov 2019

Market Briefings

Global update: Election fever

October saw the UK plunge into election fever as progress on Brexit once again ground to a halt.

Adviser-Hub 6th Nov 2019

Market Briefings

The Week: The future of fund management

ESG may be the saviour of active management, but it’s place in the retail funds industry is still in flux.

Adviser-Hub 30th Oct 2019

Market Briefings

The Week: Brexit deal 2.0: the deal that business needs?

A Brexit deal has passed the House of Commons: does this provide much needed certainty for UK businesses?

Adviser-Hub 23rd Oct 2019

Market Briefings

The Week: Woodford’s legacy for active management

The demise of Woodford Investment Management is a blow for the whole active industry.

Adviser-Hub 16th Oct 2019

Market Briefings

US market review: Fed cuts rates in September

As expected, the US central bank implemented its second cut in interest rates since 2008 during September.

Adviser-Hub 15th Oct 2019

Market Briefings

UK equity income market review: Politics dominate in September

UK investors’ attention was largely absorbed by Brexit during September.

Adviser-Hub 15th Oct 2019

Market Briefings

UK equity market review: Counting down to Hallowe’en

As Brexit rumbled towards its Halloween deadline, investors’ attention during September was absorbed by a series of political developments.

Adviser-Hub 15th Oct 2019

Market Briefings

UK bond market review: Deal or no deal?

Gilts experienced a choppy September as speculation over the likelihood of a Brexit deal ebbed and flowed in response to political developments.

Adviser-Hub 15th Oct 2019

Market Briefings

Global bond market review: Further monetary easing in September

Following interest-rate cuts in India, Thailand and New Zealand in August, central banks in Russia and Brazil cut their key interest rates during September.

Adviser-Hub 15th Oct 2019

Market Briefings

Europe market review: ECB restarts QE

During September, the European Central Bank (ECB) announced another programme of economic stimulus measures designed to shore up the eurozone’s faltering economy.

Adviser-Hub 15th Oct 2019

Market Briefings

Emerging markets review: Trade conflict hits China’s exports

The People’s Bank of China cut its reserve ratio – the amount of cash that banks have to hold in reserve – during September, releasing liquidity totalling 900 billion yuan.

Adviser-Hub 15th Oct 2019

Market Briefings

Asian Japan markets review: Japan’s economic growth disappoints

Japan’s second-quarter economic growth proved disappointing for investors, as initial calculations of annualised growth of 1.8% were downgraded to a more muted 1.3%. On a quarter-on-quarter basis, the...

Adviser-Hub 15th Oct 2019

Market Briefings

Market briefings looking back at September

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

Adviser-Hub 15th Oct 2019

Market Briefings

The Week: As trade talks resume, how optimistic should we be about the prospects for a deal?

As trade talks resume, how optimistic should we be about the prospects for a deal?

Adviser-Hub 9th Oct 2019

Market Briefings

Global update: What next for Brexit?

The long-running Brexit saga took a new twist in September as the clock continued to tick towards its Hallowe’en deadline.

Adviser-Hub 3rd Oct 2019

Market Briefings

The Week: Does manufacturing matter?

As US manufacturing slides, how important is it for global economic growth? And would trade talks resolve the problem?

Adviser-Hub 2nd Oct 2019

Market Briefings

The Week: Is stockpicking enough in a populist era?

Fund managers are fond of emphasising that they focus on stockpicking rather than troubling themselves with the broader macroeconomic landscape.

Adviser-Hub 25th Sep 2019

Market Briefings

The Week: Why is the Bank of England not easing?

While the ECB and Federal Reserve are loosening monetary policy, the UK is holding out. Why?

Adviser-Hub 18th Sep 2019

Market Briefings

Global bond market review: Bond yields plunge in August

Bond yields slid during August as nervous investors headed for perceived “safe-haven” assets such as government bonds and gold.

Adviser-Hub 16th Sep 2019

Market Briefings

Europe market review: Storm clouds gathering over Germany

Confidence over the outlook for Europe’s economy continued to deteriorate during August amid mounting concerns over Germany’s prospects.

Adviser-Hub 16th Sep 2019

Market Briefings

Emerging markets review: Renminbi falls to lowest level since 2008

China’s renminbi fell to its lowest level against the US dollar for 11 years during August.

Adviser-Hub 16th Sep 2019

Market Briefings

Asian Japan markets review: What next for Japan’s monetary policy?

Japan achieved its third straight quarter of economic growth during the three months to June, growing at an annualised rate of 1.8% and easing pressure on the Bank of Japan to implement further moneta...

Adviser-Hub 16th Sep 2019

Market Briefings

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 16th Sep 2019

Market Briefings

US market review: Fresh salvoes in the US/China trade conflict

The trade war between the US and China continued to rage in August. President Trump revealed further tariff increases on Chinese imports to the US; in response, China announced that it would impose ad...

Adviser-Hub 16th Sep 2019

Market Briefings

UK equity income market review: Equity income remains out of favour

Although bond yields have continued to fall to record lows, income-seeking investors do not appear to be moving towards UK equity income, daunted by a backdrop of ongoing political and economic uncert...

Adviser-Hub 16th Sep 2019

Market Briefings

UK equity market review: Uncertainties drive down share prices

August proved both busy and controversial for UK investors, and share prices remained unsettled throughout the month.

Adviser-Hub 16th Sep 2019

Market Briefings

UK bond market review: Gilt yields plummet in August

Gilt yields plunged during August as nervous investors sought the perceived safety of government bonds and gold.

Adviser-Hub 16th Sep 2019

Market Briefings

The Week: Is the elastic about to snap?

The dominance of large growth stocks over unloved value names has proved the John Maynard Keynes adage that markets can stay irrational longer than investors can stay solvent.

Adviser-Hub 11th Sep 2019

Market Briefings

The Week: All eyes on UK Parliament

While other things certainly happened this week - sliding global manufacturing, a crisis in Argentina - all eyes were on the UK parliament. The Chancellor Sajid Javid declared an ‘en...

Adviser-Hub 5th Sep 2019

Market Briefings

Global update: Parliament’s suspension creates controversy

The prospect of a no-deal Brexit crept closer during August as Prime Minister Boris Johnson announced that Parliament would be suspended.

Adviser-Hub 4th Sep 2019

Market Briefings

The Week: Borisnomics: tax cuts and chlorinated chicken

Should we ever have been in any doubt, it is now absolutely clear that Boris Johnson is happy to take the UK out of the EU on 31 October, with or without a deal. If ‘no deal’ is the final option, can...

Adviser-Hub 29th Aug 2019

Market Briefings

The Week: Global dividend growth slips as corporate profits dip

The deceleration in the global economy is making an impact on global dividends, finds the latest Henderson Global Dividend Index.

Adviser-Hub 22nd Aug 2019

Market Briefings

UK equity income market review: Weak pound boosts share prices in July

UK equity prices generally rose during July as intensifying speculation over the possibility of a no-deal Brexit drove down the pound’s value against the US dollar and the euro.

Adviser-Hub 19th Aug 2019

Market Briefings

UK equity market review: Sterling falls on no-deal speculation

Sterling fell sharply against the US dollar and euro during July as the prospect of a no-deal Brexit began to appear increasingly possible.

Adviser-Hub 19th Aug 2019

Market Briefings

UK bond market review: No-deal plans drive down gilt yields

Mounting fears that the UK will leave the EU without a deal on 31 October drove down the value of the pound against the US dollar and the euro during July.

Adviser-Hub 19th Aug 2019

Market Briefings

Global bond market review: Central banks around the world cut rates

Investors saw a raft of interest-rate cuts during July, as central banks sought to address slowing economic growth and subdued inflationary pressures.

Adviser-Hub 19th Aug 2019

Market Briefings

Emerging market review: China’s slowdown continues

China’s economy continued its slowdown during the second quarter of 2019, expanding at an annualised rate of 6.2%. The country’s economy grew by 6.4% during the first quarter.

Adviser-Hub 19th Aug 2019

Market Briefings

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 19th Aug 2019

Market Briefings

Asian Japan market review: Australia and South Korea cut interest rates

Confidence amongst large Japanese manufacturers continued to deteriorate, according to the Bank of Japan’s quarterly Tankan survey.

Adviser-Hub 19th Aug 2019

Market Briefings

Europe market review: Deteriorating outlook for Europe

The outlook for economic growth in the eurozone has continued to weaken.

Adviser-Hub 19th Aug 2019

Market Briefings

US market review: Fed cuts rates for the first time since 2008

US equity markets reached new closing highs during July, and the S&P 500 Index breached 3,000 points for the first time ever.

Adviser-Hub 19th Aug 2019

Market Briefings

The Week: Yield Curve

The US yield curve has finally inverted. It’s spooked equity markets, but does it necessarily mean recession is imminent?

Adviser-Hub 15th Aug 2019

Market Briefings

The Week: A new world order threatens capitalism

After significant falls this week, have markets recognised that China/US trade wars are part of a deeper problem?

Adviser-Hub 8th Aug 2019

Market Briefings

The Week: The Fed has bitten the bullet on interest rates

The Federal Reserve has bitten the bullet on interest rates, but will the 25bps rise make any difference to the global economy?

Adviser-Hub 1st Aug 2019

Market Briefings

Global update: Possibility of “no deal” moves closer

Boris Johnson beat Jeremy Hunt during July to become the new leader of the Conservative Party and the UK’s new Prime Minister.

Adviser-Hub 1st Aug 2019

Market Briefings

The Week: The new PM and UK assets

This week saw Boris Johnson anointed as UK Prime Minister.

Adviser-Hub 25th Jul 2019

Market Briefings

The Week: China GDP: time to panic?

There was much hand-wringing this week as China announced the slowest growth in almost 30 years. Should investors be worried?

Adviser-Hub 18th Jul 2019

Market Briefings

Adviser-Hub Annual Survey 2019

Participate in the annual Adviser-Hub survey for a chance to win a £250 Amazon voucher. Follow this link to be entered in our free prize draw

Adviser-Hub 16th Jul 2019

Market Briefings

The Week: All change at the head of Europe’s institutions

The UK is not the only place undergoing a change of leadership. Europe is in the process of appointing new heads for the European Commission and European Central Bank.

Adviser-Hub 11th Jul 2019

Market Briefings

UK equity funds move back into favour

UK share prices rose and equity yields fell in June in the face of ongoing political uncertainty. The unfolding story of Brexit entered a new chapter during the month as the Conservative Party.

Adviser-Hub 10th Jul 2019

Market Briefings

Asian Japan markets review: Trade tensions hit growth in Asia

Economic growth picked up in Japan during the first quarter of 2019, despite the continuing trade tensions between the US and China.

Adviser-Hub 10th Jul 2019

Market Briefings

Emerging markets review: Trade negotiations reopen

The trade relationship between China and the US continued to dominate investor sentiment during June.

Adviser-Hub 10th Jul 2019

Market Briefings

Europe market review: Further stimulus to come?

Following the extension to the Brexit deadline, the European Commission urged companies to ‘take advantage of the extra time” to make their preparations.

Adviser-Hub 10th Jul 2019

Market Briefings

Global bond market review: Central banks start to ease

Bond yields continued their decline into June: prices rose as several central banks loosened their monetary policy stance.

Adviser-Hub 10th Jul 2019

Market Briefings

UK bond market review: Gradual tightening strategy remains intact

UK government bond yields fell over the first six months of 2019, boosted by rising demand for gilts driven by political uncertainty.

Adviser-Hub 10th Jul 2019

Market Briefings

UK equity market review: Political distraction

Three years on from the Brexit referendum – and three months after the Brexit deadline was extended – the issue of Brexit remained unresolved.

Adviser-Hub 10th Jul 2019

Market Briefings

UK equity income market update: UK equity funds move back into favour

UK share prices rose and equity yields fell in June in the face of ongoing political uncertainty. The unfolding story of Brexit entered a new chapter during the month as the Conservative Party.

Adviser-Hub 10th Jul 2019

Market Briefings

US market review: Rate cut on the horizon

Trade developments continued to absorb attention during June. Having imposed tariffs on Mexican imports in May President Donald Trump suspended them “indefinitely”.

Adviser-Hub 10th Jul 2019

Market Briefings

Market briefings looking back at June

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

Adviser-Hub 10th Jul 2019

Market Briefings

The Week: Inflated expectations

Investor expectations have been dialled up by market returns in recent years. Advisers will need to talk them down.

Adviser-Hub 4th Jul 2019

Market Briefings

Global update: Brexit: no further forward

The third anniversary of the Brexit referendum came and went in June, and still the issue of Brexit remained up in the air.

Adviser-Hub 4th Jul 2019

Market Briefings

Select conference 2019

This year’s Select conference took the temperature of global market stock markets, gathering views from ten leading asset management firms. What were the seven big themes to emerge?

Adviser-Hub 3rd Jul 2019

Market Briefings

The Week: Monetary easing resumes: will markets be impressed?

It is deja vu all over again. This week, central banks have hinted at further rate cuts, but is monetary easing losing its potency?

Adviser-Hub 27th Jun 2019

Market Briefings

The Week: The platform duty of care

The Woodford problems have raised a number of problems, not least the relationship between platforms and their execution-only clients.

Adviser-Hub 20th Jun 2019

Market Briefings

Open-ended funds: beyond redemption?

Open-ended funds aim to hold enough cash in reserve to allow the manager to meet redemptions without having to sell holdings. Problems can arise, however, when the manager is faced with an unexpectedl...

Adviser-Hub 20th Jun 2019

Market Briefings

The Week: Is Woodford a victim?

Amid the clamour, there are a number of quieter voices suggesting that Neil Woodford has been poorly treated. If investors had only been willing to be more patient, they argue, it would have come righ...

Adviser-Hub 13th Jun 2019

Market Briefings

Asian Japan markets review: Economic outlook dims for Japan

Notwithstanding some encouraging economic data, Japan’s Government downgraded its view on the country’s economy during May.

Adviser-Hub 12th Jun 2019

Market Briefings

Emerging markets review: Trade wars bite

Although the US and China had been widely expected to agree a trade deal, US President Donald Trump instead confounded hopes.

Adviser-Hub 12th Jun 2019

Market Briefings

Europe market review: Slowing European growth

Although European investors generally welcomed the results of the European Parliamentary elections, share prices across the region generally fell heavily amid concerns over Europe’s economic outlook a...

Adviser-Hub 12th Jun 2019

Market Briefings

Global bond market review: Trade conflicts driven down yields

Bond yields fell during May as the trade conflict between the US and China took an unexpected turn.

Adviser-Hub 12th Jun 2019

Market Briefings

UK bond market review: Brexit worries fuel demand for gilts

Amid rising speculation over the likelihood of a no-deal Brexit, gilt prices surged and yields plummeted in May as investors scrambled for investments perceived to be safe havens.

Adviser-Hub 12th Jun 2019

Market Briefings

UK equity income market review: Brexit drives up equity yields

UK share prices fell during May as Prime Minister Theresa May announced that she would be standing down.

Adviser-Hub 12th Jun 2019

Market Briefings

UK equity market review: Brexit tensions intensify in May

Escalating political upheaval knocked investors’ confidence in May, and share prices suffered.

Adviser-Hub 12th Jun 2019

Market Briefings

US market review: The “Tariff Man” strikes again

Having hit new highs during April, share prices plummeted in May as the trade war between the US and China took an unexpected turn.

Adviser-Hub 12th Jun 2019

Market Briefings

Market briefings looking back at May

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

Adviser-Hub 12th Jun 2019

Market Briefings

The Week: Woodford: bad for him, bad for the industry

Many column inches have already been devoted to the Neil Woodford saga, but make no mistake, it is vitally important for investors to take some lessons from the downfall of ‘the greatest investor of h...

Adviser-Hub 6th Jun 2019

Market Briefings

Global update: US/China trade war escalates

Prime Minister Theresa May finally announced that she was resigning as leader of the Conservative Party on 7 June. Her decision triggered a leadership contest alongside rising concerns over the possib...

Adviser-Hub 4th Jun 2019

Market Briefings

The Week: A revival in Japan?

Against all expectations, the Japanese economy grew at robust pace of 2.1% in the first quarter of 2019.

Adviser-Hub 30th May 2019

Market Briefings

What next for Brexit?

After months of political wrangling over Brexit, Prime Minister Theresa May announced that she would stand down as leader of the Conservative Party.

Adviser-Hub 28th May 2019

Market Briefings

Talking with...

Audrey Ryan, Investment Manager at Kames Capital

Adviser-Hub 28th May 2019

Market Briefings

The Week: Is value emerging in retail property?

The UK’s retail property sector has been tough, but is now attracting interest from across the pond.

Adviser-Hub 23rd May 2019

Market Briefings

The Week: Can the US retain its innovation crown?

The long-term outperformance of the US stock market has many possible explanations.

Adviser-Hub 16th May 2019

Market Briefings

US market review: US share indices hit fresh highs

Economic growth picked up in the US during the first quarter of 2019. Having expanded by 2.2% year on year in the final quarter of 2018, the US economy grew.

Adviser-Hub 14th May 2019

Market Briefings

UK equity income market review: UK dividend growth set to continue

Dividend payouts from UK companies reached a new first-quarter record during the first three months of 2019.

Adviser-Hub 14th May 2019

Market Briefings

Global bond market review: Europe weakens

Demand for government bonds generally rose during April against a backdrop of intensifying concerns over the global economic outlook.

Adviser-Hub 14th May 2019

Market Briefings

Europe market review: Eurozone stages a rally

The eurozone’s economy rebounded during the first three months of 2019, posting quarter-on-quarter growth of 0.4%. Italy emerged from recession, supported by export activity.

Adviser-Hub 14th May 2019

Market Briefings

Emerging markets review: Dovish Fed boosts sentiment towards emerging markets

Sentiment towards emerging markets has improved recently, boosted by a more dovish rhetoric from the US Federal Reserve.

Adviser-Hub 14th May 2019

Market Briefings

Asian Japan markets review: Bank of Japan provides additional guidance

Japan’s interest rates will remain unchanged until the beginning of 2020 at the earliest, according to the BoJ’s updated guidance.

Adviser-Hub 14th May 2019

Market Briefings

Market briefings looking back at April

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

Adviser-Hub 14th May 2019

Market Briefings

UK equity market review: Another six months …

The new Brexit deadline of 31 October has given UK MPs an additional six months to reach agreement.

Adviser-Hub 13th May 2019

Market Briefings

UK bond market review: Brextension eases demand for gilts

Demand for UK government bonds slipped during April: prices fell and yields rose as a six-month extension to Brexit allayed investors’.

Adviser-Hub 13th May 2019

Market Briefings

The Week: Wobbly markets

Markets have been wobbly this week as the China/US truce appeared to be in jeopardy.

Adviser-Hub 9th May 2019

Partner Zone

LGIM Talks: Build to rent: Rise of the institutional landlord

LGIM’s Real Assets team return to that famous British obsession: housing.

Adviser-Hub 8th May 2019

Market Briefings

Capitalising on China’s consumption shifts

While global issues continue to impact sentiment towards Chinese equities, Dale Nicholls discusses some of the local drivers that are structurally shifting the investment landscape. As consumption con...

Adviser-Hub 6th May 2019

Market Briefings

Global update: Brextension

Having delayed Brexit from 29 March to 12 April, Prime Minister Theresa May agreed a new Brexit deadline of 31 October with EU leaders.

Adviser-Hub 2nd May 2019

Market Briefings

The Week: Addressing intergenerational unfairness

The House of Lords and FCA are both looking at ways to address financial disparity between generations. Financial advisers may need to take note.

Adviser-Hub 2nd May 2019

Market Briefings

The Week: Is the hedge fund dead?

A few years ago, investors were happy to pay 2% a year, plus a 20% performance fee for access to the top talent in the hedge fund industry.

Adviser-Hub 25th Apr 2019

Market Briefings

The Week: Lessons from the Neil Woodford experience

Do Neil Woodford's troubles at Woodford Investment Management hold any lessons for investors?

Adviser-Hub 18th Apr 2019

Market Briefings

US market review: Bull market celebrates its tenth birthday

The US bull market became the longest bull market in the history of the S&P 500 Index during March, celebrating its ten-year anniversary on 9 March.

Adviser-Hub 17th Apr 2019

Market Briefings

UK equity income market review: “Hope dies last”

Having tried – and failed – to get her Brexit deal through the House of Commons three times, Prime Minister Theresa May was obliged to seek an extension to the Article 50 process.

Adviser-Hub 17th Apr 2019

Market Briefings

UK equity income market review: Brexit puzzle remains unsolved

The Brexit conundrum remained unsolved as March drew to a close, and the UK remained in the EU as Brexit Day was pushed out to 12 April. The yield on the FTSE 100 Index declined over March.

Adviser-Hub 17th Apr 2019

Market Briefings

UK bond market review: Brexit uncertainties are unresolved

Following Parliament’s rejection of a no-deal Brexit, sterling surged against the US dollar to its highest level since June 2018 and against the euro to its highest level since April 2017.

Adviser-Hub 17th Apr 2019

Market Briefings

Global bond market review: European slowdown drives demand for bonds

Fears of an economic slowdown in Europe rattled investors during March, and European government bond yields fell as investors sought perceived safe havens.

Adviser-Hub 17th Apr 2019

Market Briefings

Europe market review: European slowdown

Interest rates in the eurozone are not expected to rise until next year at the earliest, according to the European Central Bank (ECB).

Adviser-Hub 17th Apr 2019

Market Briefings

Emerging markets review: China cuts economic forecast

China’s leaders cut their economic growth forecast for 2019 to 6% to 6.5%, compared with last year’s target of around 6.5%.

Adviser-Hub 17th Apr 2019

Market Briefings

Asian Japan markets review: Clouds over Japan’s economy

Confidence amongst Japanese businesses deteriorated over the first three months of 2019, according to the Bank of Japan’s (BoJ’s) quarterly Tankan survey of business sentiment.

Adviser-Hub 17th Apr 2019

Market Briefings

Market briefings looking back at March

A selection of articles, written by our expert investment writers, covering the markets looking back through March.

Adviser-Hub 17th Apr 2019

Market Briefings

Trends Evolve. Investments Adapt.

We help our clients see through information complexity to capitalise on the opportunities presented by rapidly changing markets and evolving trends.

Adviser-Hub 11th Apr 2019

Partner Zone

The Big Deal about Big Data

Big Data is transforming companies, sectors and the broader economy. Active management has always been about generating an informational advantage. Big Data, with the right human judgement, can help u...

Adviser-Hub 11th Apr 2019

Market Briefings

The Week: Why do we still group funds by geography?

In a globalised age, why do we persist in grouping funds by geography?

Adviser-Hub 11th Apr 2019

Market Briefings

The Millennial Effect

We believe Millennials are reshaping markets and have the potential to impact businesses across sectors and geographies. Millennials are driving a series of trends that will shape tomorrow’s investmen...

Adviser-Hub 10th Apr 2019

Market Briefings

A Better Deal – 2019 Annual Outlook

In this year’s outlook we provide three key reasons why we believe 2019 offers a better deal for investors

Adviser-Hub 10th Apr 2019

Market Briefings

Share buybacks: the good, the bad or the ugly?

In this month’s video, Investment Director, Ritu Vohora looks at the recent ‘buyback wave’ fuelled by corporate tax cuts. Do share buybacks only benefit company executives or do they also create long-...

Adviser-Hub 10th Apr 2019

Market Briefings

Market Uncertainty ≠ Income Uncertainty

Market volatility is likely to remain elevated in the foreseeable future. We do not believe that this heightened uncertainty coupled with low yields need result in an income dilemma.

Adviser-Hub 9th Apr 2019

Market Briefings

Global update: Brexit postponed…

“Brexit Day” – 29 March – came and went, but the UK remained in the EU. The UK was forced to seek an extension to the Article 50 process as Prime Minister Theresa May failed to get her Brexit deal thr...

Adviser-Hub 9th Apr 2019

Market Briefings

A Different Perspective

We believe that it is possible to generate consistent alpha, even in the inherently efficient developed markets. However, to do so requires a differentiated approach complemented by diverse skillsets.

Adviser-Hub 8th Apr 2019

Market Briefings

The Week: Better times ahead for UK mid-caps

Yesterday’s vote in Parliament came as close as reasonably possible to preventing a ‘no deal’ Brexit scenario. Of course, in the absence of other options, there may still be an accidental ‘no deal’, b...

Adviser-Hub 4th Apr 2019

Market Briefings

Fidelity Multi Asset

Providing your clients with the choice, flexibility and confidence that their investment needs are being met in a consistent fashion.

Adviser-Hub 1st Apr 2019

Market Briefings

Fixed income solutions

Make the most of the opportunities on offer across the global fixed income universe through the integrated capabilities of our award-winning fixed income solutions.

Adviser-Hub 31st Mar 2019

Market Briefings

The Week: Active vs Passive

A new report from BMO Global Asset Management has issued a major challenge to the assumption that passive funds always outperform the average active manager.

Adviser-Hub 28th Mar 2019

Market Briefings

Bond Beats #3 Pinewood Studios

In Bond Beats, Baillie Gifford’s High Yield Bond team explains the thinking behind some of their investment decisions. Hollywood, California might be the first location you think of with regard to lar...

Adviser-Hub 22nd Mar 2019

Market Briefings

Scottish Mortgage Stock Stories - Spotify

Tom Slater, joint manager of Scottish Mortgage Investment Trust, shares his enthusiasm for Spotify, a subscription streaming business that has grown to be a global product under the guidance of its fo...

Adviser-Hub 22nd Mar 2019

Market Briefings

The Week: ‘Feemageddon’ warning for asset managers

Today’s headlines warned of a ‘feemageddon’ for asset managers, as a new report showed fees on US equity funds fell to a new record low last year.

Adviser-Hub 21st Mar 2019

Market Briefings

MPs vote to delay Brexit

Having rejected the possibility of leaving the EU without a deal, MPs voted by 402 to 202 in favour of requesting an extension to Article 50.

Adviser-Hub 19th Mar 2019

Market Briefings

Brexit: where now?

Following the Government’s defeat in the second “meaningful vote” on Prime Minister Theresa May’s Brexit deal, the House of Commons voted by 321 to 278 against leaving the EU without a deal.

Adviser-Hub 18th Mar 2019

Market Briefings

Government loses second “meaningful vote”

Having lost the first “meaningful vote” on Brexit by a record margin in January, the Government went on to lose a second “meaningful vote” on Prime Minister Theresa May’s updated Brexit deal.

Adviser-Hub 14th Mar 2019

Market Briefings

Spring Statement 2019: Brexit deal holds the key

Having signalled an end to austerity in the Budget of October 2018, Chancellor of the Exchequer Philip Hammond struck a slightly more restrained tone in the Spring Statement of March 2019.

Adviser-Hub 14th Mar 2019

Market Briefings

The Week: Brexit, no Brexit

Whatever side you’re on, Brexit means higher costs for asset managers, which means more consolidation

Adviser-Hub 14th Mar 2019

Market Briefings

The Week: Women and wealth

There is a huge opportunity for fund managers who can shrink the gender gap, with women increasingly controlling household wealth.

Adviser-Hub 7th Mar 2019

Market Briefings

Global bond market review: Italian bond yields rise

Government bond yields in Italy rose sharply during February as a decline in confidence pushed up borrowing costs. Sentiment was knocked by a combination of factors...

Adviser-Hub 7th Mar 2019

Market Briefings

UK equity income market review: Brexit question remains unanswered

UK share prices generally rose during February, despite the fact that the pressing issue of Brexit remained unresolved.

Adviser-Hub 7th Mar 2019

Market Briefings

Broomer's Blog

Jason Broomer, Investment Director shares his latest market insights

Adviser-Hub 7th Mar 2019

Market Briefings

US market review: Hopes of a trade deal

US equity markets rose during February as investor sentiment was buoyed by hopes that the US and China will finally manage to reach agreement on their long-running trade dispute.

Adviser-Hub 6th Mar 2019

Market Briefings

UK equity market review: The Brexit deadline looms

The UK ended February with the question of Brexit still unanswered. The month was dominated by political newsflow as concerns over Brexit were compounded by the resignation of eleven MPs.

Adviser-Hub 6th Mar 2019

Market Briefings

UK bond market review: Brexit “fog”

The possibility that Brexit might be delayed beyond its 29 March deadline drove sterling to its highest level against the euro for almost two years during February.

Adviser-Hub 6th Mar 2019

Market Briefings

Global update: The eleventh hour...

With Brexit still unresolved and the clock counting down to the 29 March deadline, Prime Minister Theresa May announced that a second “meaningful vote” on her Brexit deal will be held by 12 March.

Adviser-Hub 6th Mar 2019

Market Briefings

Asian Japan markets review: Trade deal hopes boost sentiment

Japan’s benchmark Nikkei 225 Index reached its highest level since mid-December during February, boosted by US President Donald Trump’s decision to delay tariff increases on imports from China.

Adviser-Hub 6th Mar 2019

Market Briefings

Market briefings looking back at February

A selection of articles, written by our expert investment writers, covering the markets looking back through February.

Adviser-Hub 6th Mar 2019

Market Briefings

LGIM Podcast: In Conversation with Anton Esher, CIO, LGIM

It’s fair to say that growing up in South Africa helped shape Anton Eser into the Chief Investment Officer he is today. Having lived “in one of the emerging markets” through a tumultuous period in tha...

Adviser-Hub 6th Mar 2019

Market Briefings

Emerging markets review: End of trade dispute within sight?

Despite signs of an ongoing economic slowdown in China, share prices performed strongly during February. The US announced that it would postpone its planned tariff increases on Chinese exports.

Adviser-Hub 6th Mar 2019

Market Briefings

Europe market review: “No breakthrough in sight”

Further “robust but constructive” Brexit talk between Prime Minister Theresa May and European Commission President Jean-Claude Juncker yielded no change in February.

Adviser-Hub 6th Mar 2019

Market Briefings

Time to Buy British?

As Norway’s sovereign wealth fund snaps up bargain-basement British assets, is it the start of a tentative revival?

Adviser-Hub 28th Feb 2019

Market Briefings

Asian Japan markets review: Subdued outlook for inflation

The outlook for Japan’s key export market appears clouded, dampened by the ongoing trade conflict between the US and China.

Adviser-Hub 25th Feb 2019

Market Briefings

Emerging markets review: Trade conflicts pose a risk to growth

After a strong December, emerging markets generated a more muted performance in January. Nevertheless, emerging economies are expected to continue to drive global growth. However, one of the principal...

Adviser-Hub 25th Feb 2019

Market Briefings

Europe market review: Headwinds to European growth

Although European stock markets generally rallied in January after December’s sharp falls, investor sentiment was blunted by further signs of economic slowdown. European Central Bank President Mario D...

Adviser-Hub 25th Feb 2019

Market Briefings

UK bond market review: May heads back to Brussels

With no sign of a resolution to Brexit, gilt yields seesawed in January. As expected, Prime Minister Theresa May failed to get her Brexit deal through the House of Commons, and ended the month with no...

Adviser-Hub 25th Feb 2019

Market Briefings

UK equity market review: Another throw of the dice

January ended without any resolution to the question of Brexit. With only two months left before the deadline of 29 March, investors faced up to the possibility of no deal. Following votes on a range...

Adviser-Hub 25th Feb 2019

Market Briefings

US market review: A temporary end to the shutdown

Following its worst December since 1931, the S&P 500 Index experienced its best January since 1987. Investors appeared to shrug off the implications of a protracted partial shutdown of the federal gov...

Adviser-Hub 25th Feb 2019

Market Briefings

What’s next for technology?

Technology has undoubtedly been a good investment in recent years, but in a climate of weaker growth, can it sustain its advantage?

Adviser-Hub 21st Feb 2019

Market Briefings

AVIVA INVESTORS MULTI-ASSET FUNDS

Our Multi-asset Fund range has been specifically designed to support your business and your clients. It contains five risk-managed funds, globally diversified with the aim of delivering consistent cli...

Adviser-Hub 19th Feb 2019

Market Briefings

AIQ issue 007: Ethics & Alpha

AIQ is a digital and print publication that brings together the collective insight of Aviva Investors' teams from across the globe on the key themes influencing investment markets. In this issue, w...

Adviser-Hub 18th Feb 2019

Market Briefings

The intelligence that guides our investment decisions

The Aviva Investors House View document is a comprehensive compilation of views and analysis from the major investment teams. The document is produced quarterly by Aviva Investors investment professio...

Adviser-Hub 18th Feb 2019

plastics-globe-insight-image-280x140-j39781

Market Briefings

Plastic (not so) fantastic

The ultra-long lifespan of plastics is proving an ecological challenge. As consumers become alarmed at the environmental contamination caused by synthetic organic polymers, we look at the alternatives...

Adviser-Hub 18th Feb 2019

Market Briefings

Europe real estate outlook: three predictions for 2019

Aviva Investors analysts Souad Cherfouh and Vivienne Bolla discuss the outlook for European real estate.

Adviser-Hub 18th Feb 2019

gri-campaign-sustainable-Investment-280x140-j39806

Market Briefings

Sustainable investment needs a helping hand from regulators

Steve Waygood explains how insurers, policymakers and regulators can work together to manage the risks associated with climate change and encourage sustainable investment.

Adviser-Hub 18th Feb 2019

Market Briefings

The Week: Markets rebound; but why?

Markets re-found their footing this week with European stock markets hitting a three month high.

Adviser-Hub 14th Feb 2019

Market Briefings

The Week: Investor nerves over commercial property funds

Commercial property funds have caught the eye of the regulator again, after nervous investors withdrew £315m from the sector in December. The FCA has asked for daily updates from the funds over fears...

Adviser-Hub 7th Feb 2019

Market Briefings

Global update: Brexit: more talk, no action?

Having dominated financial markets in 2018, political issues intensified into 2019 in the UK and the US. The UK inched closer towards the Brexit deadline without any sign of a resolution.

Adviser-Hub 5th Feb 2019

Market Briefings

Market briefings looking back at January

A selection of articles, written by our expert investment writers, covering the markets looking back through January.

Adviser-Hub 4th Feb 2019

Market Briefings

The Week: Does the future belong to India rather than China?

Martin Wolf wrote in this week’s Financial Times that ‘the future might not belong to China’. Is he right?

Adviser-Hub 31st Jan 2019

Market Briefings

Video: 2019 Investment outlook - European Equities

European equities have been heavily sold, are things that bad? Jeffrey Taylor head of European Equities focuses his outlook on the importance of taking a fundamental long-term approach to European equ...

Adviser-Hub 30th Jan 2019

Events

Investment Intelligence Seminars: Round 1

Join Invesco for the first round of the 2019 Investment Intelligence Seminars, as they reflect on what has been a difficult year for most asset classes. Build upon your current knowledge, as they prov...

Adviser-Hub 28th Jan 2019

Market Briefings

The Week: UK dividends hit new highs

With the yield on UK shares at a level not seen since the depths of the financial crisis, are investors missing a barg

Adviser-Hub 24th Jan 2019

Market Briefings

FTSE 100 celebrates 35 years - a bargain opportunity?

Watch this month’s video where, Investment Director, Ritu Vohora looks at the evolution of the FTSE 100 over the past 35 years and whether UK equities are a buying opportunity.

Adviser-Hub 23rd Jan 2019

Market Briefings

M&G Emerging Markets Bond

Square Mile's Victoria Hasler discusses M&G Emerging Markets Bond.

Adviser-Hub 23rd Jan 2019

Market Briefings

Video: Japan: global growth & record profits

Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.

Adviser-Hub 23rd Jan 2019

Market Briefings

Market briefings looking back at December

A selection of articles written by our expert investment writers, covering the markets looking back through December.

Adviser-Hub 18th Jan 2019

Market Briefings

The clock is ticking

Hot on the heels of its heavy defeat in the “meaningful vote”, the Government survived a vote of “no confidence”. The motion had been tabled by Labour leader Jeremy Corbyn in a move designed to force...

Adviser-Hub 17th Jan 2019

Market Briefings

The Week: Is Brexit in the price?

Markets were stable in the face of political turmoil in the UK this week. Does this suggest that Brexit - in all its forms - is in the price?

Adviser-Hub 17th Jan 2019

Market Briefings

“Time is almost up”

Having postponed the “meaningful vote” on her controversial Brexit deal by over a month, Prime Minister Theresa May saw it voted down by in the House of Commons by 432 votes to 202, repres...

Adviser-Hub 16th Jan 2019

Partner Zone

A Spotlight On: The Sterling Strategic Bond Sector

As of December 2018, the IA Sterling Strategic Bond sector has c.£130 billion of client assets invested across 91 funds. The sector could most simply be characterised as a flexibl...

Adviser-Hub 16th Jan 2019

Market Briefings

Emerging Markets: 5 key issues to watch in 2019?

Emerging Markets (EM) debt had a torrid 2018 as global macro risks, softer EM growth and idiosyncratic stories, all repriced relatively expensive valuations at the beginning of the year. Are the new p...

Adviser-Hub 14th Jan 2019

Market Briefings

What will make the difference in 2019?

As investors adjust their portfolios for 2019, what will be the key things to watch for the year ahead?

Adviser-Hub 10th Jan 2019

Market Briefings

Investment Intelligence Seminars: Round 1 2019

You can now sign up for the first round of our Investment Intelligence Seminars 2019. Make sure you reserve your space! 2018 has been a difficult year for most asset classes as they’ve faced a moun...

Adviser-Hub 8th Jan 2019

Market Briefings

Demographics key to the future of real estate

Real estate investors should focus on global demographic trends to ensure their portfolios stand the test of time.

Adviser-Hub 8th Jan 2019

Market Briefings

Investment Outlook 2019

Each New Year brings the promise of a fresh start – but for investors, it’s important to understand the global dynamics that have brought us to this point. How do yesterday’s elections, monetary po...

Adviser-Hub 8th Jan 2019

Market Briefings

Global update: 2018: worst year since 2008 for equity markets

2018 proved to be the worst year for global markets since 2008. The MSCI World Index fell by 10.4% over the year as a whole, dragged down by widespread economic and political concerns. Markets seesawe...

Adviser-Hub 7th Jan 2019

Market Briefings

The Week: Big trouble in little China

Things are looking increasingly gloomy in China. Should investors be worried about the year ahead?

Adviser-Hub 3rd Jan 2019

Market Briefings

GDP: time for reform?

Gross domestic product is our chief measurement of economic health. But GDP is failing to account for the dynamics of modern economies – and some experts are calling for reform.

Adviser-Hub 31st Dec 2018

Market Briefings

Behavioural science for financial advisers: an interview with Greg Davies

Greg Davies, head of behavioural science at Oxford Risk, explains how a combination of behavioural science and data-driven risk-profiling tools is reshaping the financial advice industry.

Adviser-Hub 31st Dec 2018

Market Briefings

Defensive Returns | Cricket Helmet

Adviser-Hub 22nd Dec 2018

Market Briefings

Defensive Returns | Bullmarket

Adviser-Hub 21st Dec 2018

Market Briefings

Defensive Returns | QE to QT

Adviser-Hub 21st Dec 2018

Market Briefings

Defensive Returns | Drawdowns

Adviser-Hub 21st Dec 2018

Partner Zone

Refreshingly Predictable

While multi-asset managers look to incorporate ever-more complex asset classes in their portfolios, the Baillie Gifford Managed fund sticks to a straightforward approach.

Adviser-Hub 21st Dec 2018

Market Briefings

Value | Blue Ted & 2019

Adviser-Hub 21st Dec 2018

Market Briefings

“A mood of angst”

As expected, the Federal Reserve (Fed) rounded off 2018 with its fourth interest-rate increase of the year, and its ninth since 2015. Fed policymakers raised the key federal funds rate by 25 basis poi...

Adviser-Hub 21st Dec 2018

Partner Zone

The Case for Multi-Asset

People often think about investing in terms of where they need to go but not necessarily how they get there. We think this exposes investors to a range of risks along the way. Multi-asset portfolios e...

Adviser-Hub 20th Dec 2018

Market Briefings

The Week: Reasons to be cheerful 2019

2018 hasn’t been a classic year in markets, here are a number of reasons why investors can look forward to 2019 with more enthusiasm.

Adviser-Hub 20th Dec 2018

Market Briefings

Dove Actually

In yesterday's post we looked at potential deals that could be key for boosting markets in 2019. Today, we look for any central bank doves that might do the same.

Adviser-Hub 20th Dec 2018

Market Briefings

Value | Opportunities in 2019

Adviser-Hub 20th Dec 2018

Partner Zone

Helping Your Business Grow

Actionable solutions for financial advisers and institutions to strengthen their business.

Adviser-Hub 19th Dec 2018

Market Briefings

The Yield Curve: Economic Outlook for 2019

The yield curve gap has been a powerful and accurate predictor of recessions over the last 40 years. This month, we examine the recent movements in the yield curve and the implications of the shape of...

Adviser-Hub 19th Dec 2018

Market Briefings

Value | Brexit as a backdrop for Value investing

Adviser-Hub 19th Dec 2018

Market Briefings

UK Quality | Staycation

Adviser-Hub 19th Dec 2018

Market Briefings

Brexit - now what?

Paul O'Connor, Head of Janus Henderson's UK-based Multi-Asset Team, sifts through the highly complex range of Brexit scenarios following Theresa May's survival as party leader.

Adviser-Hub 18th Dec 2018

Market Briefings

Fund Manager commentary - Henderson Alternative Strategies Trust

Global equities remained volatile in November but ended up 1.5% in US dollar terms and 1.6% in sterling terms. Emerging markets led the way, followed by the US and Japan, whereas European and UK equit...

Adviser-Hub 18th Dec 2018

Market Briefings

Kepler research - Henderson EuroTrust

We would like to draw your attention to the following commissioned research piece. The research gives general insight into the background of the Investment Trust, and the investment strategy with whi...

Adviser-Hub 18th Dec 2018

Market Briefings

Five years on: Janus Henderson Horizon Global High Yield Bond Fund

The Janus Henderson Horizon Global High Yield Bond Fund reached its five year milestone on 19 November 2018. Over that time it has delivered top quartile performance in all five discrete years and is...

Adviser-Hub 18th Dec 2018

Market Briefings

The politics of rising rates

Nick Maroutsos, Co-Head of Global Bonds, looks at the factors that are driving the credit cycle. He also explains why he believes the US Federal Reserve will want to avoid moving interest rates into r...

Adviser-Hub 18th Dec 2018

Market Briefings

Fund Manager commentary - Lowland Investment Company

At the stock level, the best performer during the month was International Personal Finance, which provides door to door lending in markets, such as Poland and Mexico, to people that would otherwise st...

Adviser-Hub 18th Dec 2018

Market Briefings

Fund Manager commentary - Henderson EuroTrust

After a difficult October, November proved to be another challenging month for growth/quality focused strategies, but, helped by a few stock-specific winners, we managed to finish almost in line with...

Adviser-Hub 18th Dec 2018

Market Briefings

Fund Manager commentary - City of London Investment Trust

UK equities produced a negative return of 1.6% in November as measured by the FTSE All Share Index. The FTSE 100 Index of large companies, with a negative return of 1.6%, outperformed the more domesti...

Adviser-Hub 18th Dec 2018

Market Briefings

Tail Risk Report: December 2018 – what will move?

Janus Henderson’s US-based Multi-Asset Solutions Team present their latest tail risk report, using option market prices to infer expected tail gains and losses for each asset class.

Adviser-Hub 18th Dec 2018

Market Briefings

The Big Deal About Big Data

Big Data is transforming our lives. Uncover its potential.

Adviser-Hub 18th Dec 2018

Market Briefings

A Christmas Parody: DynAAsties

Please watch our parody trailer inspired by the new BBC documentary: DynAAsties and help us raise money for our team charity, Children with Cancer UK (CwCUK).

Adviser-Hub 18th Dec 2018

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Market Briefings

Standing on the shoulders of giants

How 2018 taught us about the perils of concentration and what it all meant for equity factors.

Adviser-Hub 18th Dec 2018

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Market Briefings

US Fed preview: Powell put

Investors are still expecting the US Federal Reserve (Fed) to raise interest rates at its upcoming meeting. But have they scaled back expectations too far for next year?

Adviser-Hub 18th Dec 2018

Market Briefings

Asia – The Stars Align – First Quarter 2018

The managers of the Baillie Gifford Pacific Fund and Pacific Horizon Investment Trust discuss why they believe the stars are aligning for the Asia Pacific Ex-Japan region following a period of weak gl...

Adviser-Hub 18th Dec 2018

Market Briefings

AVIVA INVESTORS UK PROPERTY FUND

Earning sufficient income without taking an unacceptable amount of risk can seem a daunting prospect. Not least in a world where interest and annuity rates and bond yields are near record lows. Howeve...

Adviser-Hub 18th Dec 2018

Market Briefings

AVIVA INVESTORS STRATEGIC BOND FUND

A static fixed income allocation has little chance of out performing in all market conditions. Our Strategic Bond Fund seeks to solve this problem by offering a comprehensive total-return solution, ut...

Adviser-Hub 18th Dec 2018

Market Briefings

AIQ issue 006. Beyond the cave

The latest issue of AIQ explores the uses and abuses of data. Our cover story on behavioural finance looks at how digital technologies are helping economists and financial professionals improve decisi...

Adviser-Hub 18th Dec 2018

Market Briefings

Demographics key to the future of real estate

Real estate investors should focus on global demographic trends to ensure their portfolios stand the test of time.

Adviser-Hub 18th Dec 2018

Market Briefings

Brexit scenarios and the art of topiary

With so much still up in the air regarding Brexit, making predictions is difficult – particularly about the future. But we can prepare for a range of different outcomes and market environments, prunin...

Adviser-Hub 18th Dec 2018

Market Briefings

The Case for Multi-Asset

People often think about investing in terms of where they need to go but not necessarily how they get there. We think this exposes investors to a range of risks along the way. Multi-asset portfolios e...

Adviser-Hub 18th Dec 2018

Market Briefings

QE is dead, long live enhanced forward guidance and reinvestments

Andrew Mulliner, portfolio manager within the Global Bonds team, reveals an inconsistency within the European Central Bank’s decision to end quantitative easing.

Adviser-Hub 18th Dec 2018

Market Briefings

The Rhodes Show

Watch M&G fund managers Stuart Rhodes and Alex Araujo discuss big questions facing income investors in the context of rising interest rates and market volatility.

Adviser-Hub 18th Dec 2018

Market Briefings

Outlook 2019: Risks and opportunities

Watch M&G fund managers Jim Leaviss, Stuart Rhodes and Tristan Hanson discuss where they see challenges and opportunities, as they reflect on what has been a testing 2018.

Adviser-Hub 18th Dec 2018

Market Briefings

Fund update: M&G Global Target Return Fund

In this short update, Tristan Hanson, fund manager of the M&G Global Target Return Fund, discusses the aim of the Fund, as well the recent market environment and his outlook going forward into 2019.

Adviser-Hub 18th Dec 2018

Market Briefings

Celebrating one year of listed infrastructure investing

One year on from the launch of the M&G Global Listed Infrastructure Fund, Alex Araujo, fund manager, explores the highs and lows of listed infrastructure over the year and how the Fund has performed a...

Adviser-Hub 18th Dec 2018

Market Briefings

UK Quality | The end of easy money?

Adviser-Hub 18th Dec 2018

Market Briefings

UK Quality | Brexit

Adviser-Hub 18th Dec 2018

Market Briefings

Asian Japan markets review: Japan faces economic headwinds in 2019

Japan’s economy contracted at an annualised rate of 2.5% during the third quarter of 2018, compared with an earlier calculation of -1.2%. Activity was curtailed during the year by a series of natural...

Adviser-Hub 18th Dec 2018

Market Briefings

Emerging markets review: Emerging markets underperform over 2018

Emerging markets performed better than broader world markets during December, but underperformed global markets over 2018. Following a protracted war over trade tariffs, China and the US finally agree...

Adviser-Hub 18th Dec 2018

Market Briefings

Europe market review: EU initiates Brexit contingency measures

Despite concerns that the eurozone’s economic expansion is showing signs of faltering, the European Central Bank confirmed that its programme of quantitative easing measures was ending at the end of 2...

Adviser-Hub 18th Dec 2018

Market Briefings

Global bond market review: Rising risks to sovereign ratings

After a challenging 2018, risks to sovereign ratings are set to intensify in 2019. According to credit ratings agency Fitch, global financial conditions are tightening, political and geopolitical fact...

Adviser-Hub 18th Dec 2018

Market Briefings

UK bond market review: Choppy December for UK gilt yields

UK government bonds endured a choppy December as investor sentiment was dictated by Brexit and mounting fears of a no-deal scenario. Parliament was scheduled to hold a “meaningful vote” on Prime Minis...

Adviser-Hub 17th Dec 2018

Market Briefings

UK equity market review: Mounting fears of a no-deal Brexit

Newsflow and investor sentiment were dominated by Brexit in December. Having managed to agree a Brexit deal with the EU in November, Prime Minister Theresa May later took the controversial decision to...

Adviser-Hub 17th Dec 2018

Market Briefings

UK equity income market review: UK equity yields surged over 2018

UK equity markets continued their downward trend into December amid intensifying speculation over the possibility of a no-deal Brexit. Although the government managed to reach an agreement with the EU...

Adviser-Hub 17th Dec 2018

Market Briefings

US market review: Partial shutdown for the US government

Although US equity markets hit record highs during 2018, they ended the year in negative territory, pulled down by concerns over trade tensions, rising interest rates, a partial shutdown of the federa...

Adviser-Hub 10th Dec 2018

Market Briefings

Investment themes you can’t ignore

In the eighth in a series of videos looking at the change of investor behaviour over the years and how asset managers have responded, Global Head of Distribution, Jonathan (Joffy) Willcocks revisits p...

Adviser-Hub 9th Dec 2018

Market Briefings

UK equity income market review: Brexit hangs in the balance

UK share prices fell during November as months of Brexit negotiation between the UK and the EU finally culminated in an agreed deal.

Adviser-Hub 7th Dec 2018

Market Briefings

UK bond market review: Brexit: decision time

UK government bonds and the pound remained hostages to Brexit in November as the UK finally agreed a Brexit deal with the EU.

Adviser-Hub 7th Dec 2018

Market Briefings

Global update: Deal or no deal … or no Brexit at all?

Months of Brexit speculation and uncertainty came to a head in November as the UK and the EU finally succeeded in reaching a Brexit deal.

Adviser-Hub 7th Dec 2018

Market Briefings

Global bond market review: Brexit sentiment drives European bond yields

European government bond yields rose sharply in November on the news that the UK and EU had finally managed to thrash out a Brexit deal.

Adviser-Hub 7th Dec 2018

Market Briefings

Europe market review: Italy remains defiant

Brexit moved closer to a resolution during November as the EU and UK reached agreement on a deal; however, there are considerable doubts whether the deal will be ratified by the UK Parliament.

Adviser-Hub 7th Dec 2018

Market Briefings

Emerging markets review: Investors hope for trade resolution at G20

Emerging markets generally performed more strongly than the broader global equity market during November, boosted by hopes that the US and China might resolve their ongoing trade dispute at the G20 su...

Adviser-Hub 7th Dec 2018

Market Briefings

Asian Japan markets review: Natural disasters dampen Japan’s growth

Japan’s economy shrank during the three months to September, contracting at an annualised rate of 1.2%. Spending and export activity were hampered over the summer by a series of natural disasters.

Adviser-Hub 7th Dec 2018

Market Briefings

Market briefings looking back at November

A selection of articles, written by our expert investment writers, covering the markets looking back through November.

Adviser-Hub 7th Dec 2018

Market Briefings

The Week: Is value back for good?

It is almost a decade since value investing was in the ascendancy, yet the past couple of months have seen a snap-back for the strategy. Can it last?

Adviser-Hub 6th Dec 2018

Market Briefings

The Week: Santa rally ahead?

November 2018 It’s a festive tradition to discuss the prospects for a ‘Santa rally’ – will markets deliver this year? A Santa rally has happened 84% of the time...

Adviser-Hub 29th Nov 2018

Market Briefings

Fund Manager Commentary - Henderson EuroTrust

October was a tough month in every respect for both markets and the fund. Although we had been quite cautious

Adviser-Hub 26th Nov 2018

Market Briefings

The Week: The value of dividends in a difficult climate

Stock markets may be bouncing around, but it looks like a good year ahead for income seekers as Janus Henderson forecasts record dividends in 2019.

Adviser-Hub 22nd Nov 2018

Market Briefings

Bespoke managed portfolios

Risk-targeted portfolios constructed to achieve specific outcomes Consistent with advisers' risks grading tools Operate across a range of administrative platforms

Adviser-Hub 16th Nov 2018

Market Briefings

Governance and oversight support

Consultancy service bespoke to each client Drawing from our knowledge bank of 17 independent researchers We can design and review recommended fund panels

Adviser-Hub 16th Nov 2018

Market Briefings

Tailored investment process advice

Sub-advisory support for authorised investment managers on their investment process Strategic asset allocation through to portfolio construction, fund selection and blending Tailored ser...

Adviser-Hub 16th Nov 2018

Market Briefings

Profit Warning

US profits are booming, but could be set to change radically. We believe that an earnings recession is almost inevitable in 2020, even if the US Federal Reserve (Fed) can engineer a soft landing.

Adviser-Hub 16th Nov 2018

Market Briefings

Hoping not to get behind the curve...

How is Brexit impacting the Bank of England's reaction function? For my latest thoughts, here is a clip from CNBC.

Adviser-Hub 16th Nov 2018

Market Briefings

Midterm elections, strong fundamentals and a Santa rally?

Equities tend to rally into year end, and particularly in years with US midterm elections. While this could easily be a statistical fluke, we also see fundamental reasons to buy stocks at this point a...

Adviser-Hub 16th Nov 2018

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Market Briefings

Emerging or sub-merging? The impact of currency on returns

When investing in local currency emerging market debt, currency risk can improve returns. But it can also erode performance in times of stress. Understanding how active managers handle this risk is cr...

Adviser-Hub 16th Nov 2018

Market Briefings

Investment Outlook: Q4 2018

Our quarterly outlook provides a representative summary of our views across asset classes. The global economy has been slowing and our proprietary leading indicator suggests this will continue. While...

Adviser-Hub 16th Nov 2018

Market Briefings

UK Alpha Fund

A core UK equity fund, it seeks outperformance of 3-5% per annum above the FTSE All-Share Index through investing in a high-conviction portfolio of attractively valued, quality businesses

Adviser-Hub 16th Nov 2018

Market Briefings

Diversified Income Fund

A defensive return fund aiming to provide an attractive level of income with growth over the long term, through an actively managed defensive portfolio. It targets an attractive, sustainable yield of...

Adviser-Hub 16th Nov 2018

Market Briefings

Cautious Managed Fund

Managed using a contrarian/value approach, the Fund blends undervalued, out-of-favour equities with complementary assets, seeking to dampen volatility and provide attractive risk-adjusted returns. The...

Adviser-Hub 16th Nov 2018

Market Briefings

Geopolitical landscape

Populism, Brexit, the Eurozone: How have Geopolitical risks evolved since the beginning of the year?

Adviser-Hub 16th Nov 2018

Market Briefings

Risks: Part 1

If bond yields move higher, is this the first domino to go?

Adviser-Hub 16th Nov 2018

Market Briefings

Risks: Part 2

Are we in the most hated bull market of all time?

Adviser-Hub 16th Nov 2018

Market Briefings

Opportunities

Looking through the bad news, opportunities are out there – it’s about picking and choosing your fights.

Adviser-Hub 16th Nov 2018

Market Briefings

Investec Cautious Managed Fund

Watch Portfolio Manager Alastair Mundy’s update on the Fund covering the second quarter of 2018.

Adviser-Hub 16th Nov 2018

Market Briefings

Investec | Investec UK Alpha Fund

Watch Portfolio Manager Simon Brazier’s update on the Fund covering the second quarter of 2018.

Adviser-Hub 16th Nov 2018

Market Briefings

Investec Diversified Income Fund

Watch Portfolio Manager John Stopford’s update on the Fund covering the second quarter of 2018.

Adviser-Hub 16th Nov 2018

Market Briefings

Investec | Investec Multi Asset Protector Fund

Watch Portfolio Manager Iain Cunningham’s update on the Fund covering the second quarter of 2018.

Adviser-Hub 16th Nov 2018

Market Briefings

A Guide to Defensification

'Defensification' is the holistic investment approach to defensive returns that we apply to the Investec Diversified Income Fund.

Adviser-Hub 16th Nov 2018

Market Briefings

A Guide to Defensification Chapter Two

Chapter 2 of Investec Asset Management’s Guide to Defensification see the managers behind the Investec Diversified Income Fund continue to provide insight around their approach to running this defensi...

Adviser-Hub 16th Nov 2018

Market Briefings

Quality Investing

Investec’s Quality Funds seek to provide sustainable long-term outcomes for investors by investing in world leading companies with sustainable competitive advantages. Investors can access Investec’s Q...

Adviser-Hub 16th Nov 2018

Market Briefings

Fund Centre

We offer strategies across the full spectrum of asset classes, including equities, bonds, property, alternatives and cash, as well as multi-asset strategies tailored to the needs of retail investors.

Adviser-Hub 16th Nov 2018

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Market Briefings

Income Illusion

Investors entering retirement may be tempted to look to higher-yielding assets to boost their income. But could this result in greater concentration risk? And might dividends be more stable than equit...

Adviser-Hub 16th Nov 2018

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Market Briefings

Do Italian BTPs* present an opportunity or a threat?

Five months is a long time in Italian politics. Back in June, we observed that Italy was too big to fail, but also too big to bail. We were also waiting for the almost inevitable clash with the Europe...

Adviser-Hub 16th Nov 2018

Market Briefings

The show must go on

How much negativity about leaving the European Union is priced into the current level of sterling?

Adviser-Hub 16th Nov 2018

Market Briefings

Webcast: M&G Emerging Markets Bond Fund

Join us on Thursday 25th October at 10am where we will discuss the M&G Emerging Markets Bond Fund with the deputy fund manager, Charles de Quinsonas. During the webcast, Charles will be asked his view...

Adviser-Hub 16th Nov 2018

Market Briefings

Register now – Learning Matters Seminars 2018

Please join us for Majoring on the Macro, a series of CPD-accredited seminars. M&G’s Julian Hince will present on the macro-economic outlook for the global economy, as well introduce ESG investing. Ac...

Adviser-Hub 16th Nov 2018

Market Briefings

Stocks, bonds and Brazil’s election. Two sides of the same coin

One candidate has been stabbed and a former potential one is in prison. It is not a movie but the run up to a general election in the world’s eighth largest economy, and one that can set the mode for...

Adviser-Hub 16th Nov 2018

Market Briefings

Face behind the fund: M&G Emerging Markets Bond Fund

In this short video discover more about the face behind the M&G Emerging Markets Bond Fund. Claudia Calich, Fund Manager, discusses her career and experience, as well as reviewing the first half of 20...

Adviser-Hub 16th Nov 2018

Market Briefings

M&G Episode Income Fund

Square Mile's Alex Farlow discusses M&G Episode Income Fund.

Adviser-Hub 16th Nov 2018

Market Briefings

M&G Global Dividend Fund

Square Mile's John Monaghan discusses M&G Global Dividend Fund.

Adviser-Hub 16th Nov 2018

Market Briefings

M&G Emerging Markets Bond Fund: Square Mile Talking Factsheet

Square Mile's Amaya Assan discusses M&G Emerging Markets Bond Fund.

Adviser-Hub 16th Nov 2018

Market Briefings

M&G UK Inflation Linked Corporate Bond Fund

Square Mile's Victoria Hasler discusses the M&G UK Inflation Linked Corporate Bond.

Adviser-Hub 16th Nov 2018

Market Briefings

US investors trump Europeans in sustainability league table

September 2018 - A global study spanning sustainable consumer habits and investing actions ranks Indonesia top with the US the only developed market to feature in the top 10.

Adviser-Hub 16th Nov 2018

Market Briefings

What is the best way to receive an income from my investments?

July 2018 - Investors relying on their portfolio to replace traditional sources of income can choose “natural income” or “decumulation”. Each has its merits.

Adviser-Hub 16th Nov 2018

Market Briefings

The potential income shock awaiting pension savers

July 2018 - A global study of investor attitudes finds that those close to retirement expect to replace 74% of their salary when they give up work. The reality for those already retired is very differ...

Adviser-Hub 16th Nov 2018

Market Briefings

Investment Trusts explained

Investment trusts are fast-becoming a popular choice among those looking to take advantage of a trust’s distinct investment powers.

Adviser-Hub 16th Nov 2018

Market Briefings

Empowering investors through intelligence

At the heart of investIQ is a short test developed by behavioural scientists that will help your clients understand their investment personalities. In less than 8 minutes, they will get a detailed rep...

Adviser-Hub 16th Nov 2018

Market Briefings

The Week: Deal, but no cigar

We have a deal on Brexit, but it appears to have resolved little about the future EU/UK relationship. It’s likely to be business as usual for UK assets

Adviser-Hub 15th Nov 2018

Market Briefings

Market briefings looking back through October

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

Adviser-Hub 13th Nov 2018

Market Briefings

Which Regions offer the Best Factor Returns

While factor return products are becoming more and more popular, investors may be interested if factor returns are higher in certain regions than others. This month, we investigate the size of factor...

Adviser-Hub 12th Nov 2018

Market Briefings

US market review: US equities plummet in October

Financial markets experienced a volatile October and the S&P 500 Index experienced one of its worst Octobers since 1928 as investors became increasingly concerned about the outlook for global economic...

Adviser-Hub 9th Nov 2018

Market Briefings

UK equity income market review: Record Q3 for UK dividends

Concerns about Brexit, global economic growth, geopolitical issues and monetary tightening undermined investors’ confidence during October and share prices generally fell.

Adviser-Hub 9th Nov 2018

Market Briefings

Global bond market review: A choppy month for bond investors

A turbulent October sent investors scrambling for the perceived safety of “haven” assets such as the Japanese yen, US Treasury bonds, and gold.

Adviser-Hub 9th Nov 2018

Market Briefings

Emerging markets review: Clouded outlook for emerging markets

The IMF expressed concern over the outlook for emerging markets during October: as monetary policy continues to normalise in advanced economies, capital inflows to emerging economies could start to de...

Adviser-Hub 9th Nov 2018

Market Briefings

Asian Japan markets review: Asian markets drop in October

Asian equity markets generally posted sharp declines during October. Nevertheless, Asia continues to drive global economic growth.

Adviser-Hub 9th Nov 2018

Market Briefings

Global update: October’s global sell-off

October proved a torrid month for investors as equity markets fell heavily. The global sell-off was attributed to a range of factors, including concerns over Italy’s budget, wider worries about Brexit...

Adviser-Hub 9th Nov 2018

Market Briefings

Europe market review: Europe: “a bunch of uncertainties”

European equity markets fell during October against a backdrop of intensifying worries relating to the impact of rising protectionism, Brexit and concerns over Italy's budget.

Adviser-Hub 9th Nov 2018

Market Briefings

UK equity market review: A Brexit deal remains elusive

UK share prices fell sharply during October as investors became increasingly rattled by a combination of factors, including concerns over global growth and worries over Brexit.

Adviser-Hub 9th Nov 2018

Market Briefings

UK bond market review: Gilt yields tumble in October

Turmoil in global financial markets and sharp losses in equity markets drove up demand for gilts during October, leading to a decline in gilt yields.

Adviser-Hub 9th Nov 2018

Market Briefings

The Week: US Midterms - a check on Trump's power

November 2018 Trump’s unique brand of rhetoric failed to chime with voters in the mid-terms – what does it mean for investors? Markets have rallied since the mid-term elections...

Adviser-Hub 8th Nov 2018

Market Briefings

The Emerging Markets Forum

Notes from The Emerging Markets Forum 2018 The Emerging Markets Forum brought together five leading asset managers, for in-depth discussions on the key dynamics at play within the asset class. Foll...

Adviser-Hub 8th Nov 2018

Market Briefings

The Week: Why was the budget so boring?

The 2018 Budget was boring, even by the standard of recent budgets, but the constraints of Brexit make it difficult to implement any radical ideas

Adviser-Hub 1st Nov 2018

Market Briefings

Chancellor's treats

The Chancellor hands out short-term Halloween treats for government departments, but the spectre of Brexit still looms large, says Schroders Senior European Economist, Azad Zangana

Adviser-Hub 30th Oct 2018

Market Briefings

Budget 2018: the end of austerity?

The era of austerity is coming to an end, according to Chancellor of the Exchequer Philip Hammond. Government spending is set to pick up, boosted by a better-than-expected outlook for economic growth...

Adviser-Hub 30th Oct 2018

Market Briefings

The Week: Has the US economic miracle come to an end?

The volatility in markets this week appears to have been caused by a belief that the US economic miracle is about to come to an end. Trump only has himself to blame

Adviser-Hub 25th Oct 2018

Market Briefings

US market review: Sharp falls in US share prices

Having risen by over 25% over 2017, the Dow Jones Industrial Average Index fell during February to levels last seen at the end of November.

Adviser-Hub 23rd Oct 2018

Market Briefings

US interest rates reach a ten-year high

The US Federal Reserve raised its key federal funds rate by 0.25 percentage points to a range of 2% to 2.25% at its September monetary policy meeting. The unanimous decision represented the third incr...

Adviser-Hub 19th Oct 2018

Market Briefings

How should families discuss their finances?

We are seeing the largest inter-generational wealth transfer in history - an increase of 66% in the United Kingdom over the next 10 years to £115 billion in 2027¹, according to the Cen...

Adviser-Hub 18th Oct 2018

Market Briefings

The Week: Tough times for UK equities

After a difficult run for UK equities, investors need to believe that neither a Labour Government nor a no deal Brexit is a possibility. A combination of a no-deal Brexit and a Labour government...

Adviser-Hub 18th Oct 2018

Market Briefings

How share buybacks can boost returns

Companies regularly change their total amount of shares-in-issue through new share issuances or share buybacks. This month, we examine if changes in shares-in-issue have an impact on future returns. W...

Adviser-Hub 16th Oct 2018

Market Briefings

The Week: Wobbly times

October 2018 Stock markets have started to wobble. A sell-off in Asia has spread across the globe. Having been talked about for months, is the sell-off finally here? The catalysts for the sel...

Adviser-Hub 11th Oct 2018

Market Briefings

Market briefings looking back at September

A selection of articles have been written by our expert investment writers that cover the markets looking back through September.

Adviser-Hub 9th Oct 2018

Market Briefings

Impact investing: the future of active management?

Investing for good is a fast growing trend – and one worth exploring for any professional or private investor. Many savers feel passionate about protecting the environment - in particul...

Adviser-Hub 9th Oct 2018

Market Briefings

Fed tightens rates

September 2018 US Treasury bond yields increased as investors awaited the next development in the trade war between the US and China. The yield on the ten-year Treasury bond rose as high as 3.1%, b...

Adviser-Hub 5th Oct 2018

Market Briefings

Brexit dominates in September

September 2018 Brexit continued to overshadow sentiment in the UK during September as the EU rejected Prime Minister Theresa May’s Chequers Plan. The post-Brexit position of Northern Ireland...

Adviser-Hub 5th Oct 2018

Market Briefings

Inflation picks up in Japan

September 2018 as expected, the Bank of Japan kept its monetary policy unchanged in September, maintaining its short-term interest rate target at minus 0.1% and an annual target of around 80 trilli...

Adviser-Hub 5th Oct 2018

Market Briefings

China accuses US of “trade bullyism”

September 2018 The trade war between the US and China continued to escalate during September. Following the US’s imposition of levies on US$200 billion-worth of Chinese products, China announ...

Adviser-Hub 5th Oct 2018

Market Briefings

Italy’s spending plans raise eyebrows

September 2018 Having recovered slightly during September, share prices in Italy fell heavily at the end of September as Italy’s government raised eyebrows with a controversial budget. The go...

Adviser-Hub 5th Oct 2018

Market Briefings

Brexit enters the last six months

Gilt yields rose during September as the Brexit negotiation process moved towards its final six months and a summit in Salzburg ended without a deal. The IMF concluded its annual assessment of the UK...

Adviser-Hub 5th Oct 2018

Market Briefings

"Moment of truth"?

September 2018 With six months to go until Brexit takes place, the negotiation process stalled in Salzburg as the EU rejected Prime Minister Theresa May’s Chequers plan. European Council Pres...

Adviser-Hub 4th Oct 2018

Market Briefings

Tit-for-tat trade war continues

September 2018 As the trade war between the US and China rumbled on, the US imposed tariffs of 10% on US$200 billion-worth of Chinese products, rising to 25% on 1 January next year, and China retal...

Adviser-Hub 4th Oct 2018

Market Briefings

The Week: A decade on from the financial crisis, how do the banks look today?

On a total return basis, the FTSE All Share is up 139% over the last decade to end September. In contrast, the FTSE All Share Banks Index is down -6% Banks account for 11.9% of the FTSE 100, 12.2...

Adviser-Hub 4th Oct 2018

Market Briefings

Global update: EU rejects Chequers plan

he possibility of a hard Brexit came more sharply into focus during September as an EU summit in Salzburg rejected Prime Minister Theresa May’s Chequers plan. European Council (EC) President Don...

Adviser-Hub 2nd Oct 2018

Market Briefings

The Week: The Fed tightens rates, but do money markets share its optimism?

As the Fed hikes rates once again, and predicts more rises this year and next, the yield curve continues to flatten.

Adviser-Hub 27th Sep 2018

Market Briefings

Active or passive: the right strategy for your firm and your clients

In an age where IFAs increasingly look to partner with online investment management services to combat robo creep, the question remains, active or passive – which strategy is right for your firm...

Adviser-Hub 27th Sep 2018

Market Briefings

Video: European equities H2 outlook: valuation support & record discounts

Rob Burnett explains why, given the recent market stresses in Europe, the absolute and relative return potential is strong. Watch here

Adviser-Hub 26th Sep 2018

Market Briefings

Financial advisers are under-engaging with HNW clients

A new report from Oppenheimer and global research firm CoreData Research suggests advisers are missing an opportunity to build long-term relationships with families as wealth transitions across genera...

Adviser-Hub 25th Sep 2018

Market Briefings

Market briefings looking back at August

The below selection of articles have been written by our expert investment writers and cover the markets looking back through August. Asia Japan markets review A new Prime Minister for Austral...

Adviser-Hub 20th Sep 2018

Business Toolkit

The point of impact

Stephanie Sotiriou, senior investment manager and ethical specialist at TAM Asset Management, talks to Adviser-Hub about impact investing and how advisers should position with clients. Wh...

Adviser-Hub 20th Sep 2018

Market Briefings

The Week: As the China/US trade war escalates, what will bring it to an end?

The US/China trade war accelerated again this week.

Adviser-Hub 20th Sep 2018

Market Briefings

The Week: The pace of change

A messy week in the retail sector should remind investors that structural change is a prolonged and difficult process.

Adviser-Hub 13th Sep 2018

Market Briefings

Video: Emerging markets: Will dollar strength derail the recovery?

Ewan Thompson explains why dollar strength is an important indicator for emerging markets, which have weathered the recent volatility well.

Adviser-Hub 11th Sep 2018

Market Briefings

The Week: What does good diversification look like?

Diversification used to be easy. Investors just had to mix equities and bonds. Not so today, as the influence of passive funds and monetary policy weighs on markets.

Adviser-Hub 6th Sep 2018

Market Briefings

S&P 500 achieves its longest-ever bull run

August 2018 The S&P 500 Index achieved its longest bull market in history, superseding the previous record of 3,452 days that was set during the technology boom of the early noughties. The US r...

Adviser-Hub 5th Sep 2018

Market Briefings

Consumer confidence dips in Europe

August 2018 Share prices dipped across European markets at the end of August following the news that consumer confidence in the eurozone had posted a sharp drop. According the European Commission (...

Adviser-Hub 5th Sep 2018

Market Briefings

A tough month for emerging markets

August 2018 Emerging markets generally fell during August, undermined by an increasingly hawkish US central bank, a strengthening US dollar and unease over escalating trade tensions. The Turkish li...

Adviser-Hub 5th Sep 2018

Market Briefings

A new Prime Minister for Australia

August 2018 The share prices of larger companies performed better than their medium-sized counterparts during August. Over the month as a whole, the Nikkei 225 Index rose by 1.4%, while the Topix I...

Adviser-Hub 5th Sep 2018

Market Briefings

US yield curve flattens

August 2018 As the US yield curve has continued to flatten, some officials at the Federal Reserve (Fed) are monitoring its trajectory for evidence of economic downturn. In the past, narrowing sprea...

Adviser-Hub 5th Sep 2018

Market Briefings

Brexit affects investor sentiment

August 2018 Gilt yields declined during most of August, but rallied towards the end of the month amid speculation that BoE Governor Mark Carney might be requested to stay on beyond the end his term...

Adviser-Hub 5th Sep 2018

Market Briefings

Brexit concerns intensify

August 2018 Amid mounting fears that the UK might have to exit the EU without a deal, the pound wobbled during August, dipping below US$1.27 against the US dollar for the first time in over a year....

Adviser-Hub 5th Sep 2018

Market Briefings

UK equity yields rise in August

August 2018 UK equity markets declined during August as investor sentiment was undermined by escalating concern that Brexit might actually take place without the UK and EU reaching a deal. The yiel...

Adviser-Hub 5th Sep 2018

Market Briefings

Global update: What's next for Nafta?

Trade talks took a fresh turn during August as the US and Canada failed to reach agreement over the renegotiation of the North American Free Trade Agreement (Nafta).

Adviser-Hub 5th Sep 2018

Market Briefings

Is the US hot or not?

The Federal Reserve isn’t worried about the US overheating, but should investors be concerned?

Adviser-Hub 30th Aug 2018

Market Briefings

The Week: A bumper year for global dividends, but what about the UK?

The latest statistics from the Janus Henderson Global Dividend index show payouts improving across the globe, but the UK appears a notable laggard.

Adviser-Hub 23rd Aug 2018

Market Briefings

Do Stock Market Corrections Lead Recessions?

Investors will be aware that the current 10-year bull-run within the stock market is one of the longest in history. This period of positive performance has coincided with growth in western economies t...

Adviser-Hub 21st Aug 2018

Market Briefings

The Week: Turkey: an idiosyncratic problem or a threat to wider emerging markets?

Turkey has seen a temporary resolution to its current crisis with the injection of $15bn of Qatari cash, but it is still in crisis

Adviser-Hub 16th Aug 2018

Market Briefings

UK equity income market review: Mining sector fuels Q2 dividend growth

The second quarter is an important one for UK equity income investors, as it accounts for one-third of total annual dividends. Underlying dividend growth rose at an annualised rate of 7.1% during the...

Adviser-Hub 14th Aug 2018

Market Briefings

Global bond market review: Trade fears stoke bond yields

Global bond yields generally rose during July as escalating trade tensions undermined investors’ confidence. Nevertheless, despite concerns over the possible impact of the deepening trade wars, Federa...

Adviser-Hub 14th Aug 2018

Market Briefings

Asia Japan markets review: Trade fears dampen confidence

July 2018 Concerns over the impact of trade wars is starting to affect confidence amongst Japanese companies, according to the Bank of Japan’s quarterly Tankan survey of business sentiment. O...

Adviser-Hub 14th Aug 2018

Market Briefings

Emerging markets review: No winners in a global trade war

July 2018 During July, President Donald Trump imposed US$34 billion in tariffs on Chinese goods, prompting China to respond with US$34 billion of levies on US imports. The US announced plans to imp...

Adviser-Hub 14th Aug 2018

Market Briefings

Europe market review: Junker and Trump discuss trade

As the US imposed controversial tariffs on Chinese imports – and China responded in kind – President Donald Trump met with European Commission President Jean-Claude Juncker. The two parties agreed to...

Adviser-Hub 9th Aug 2018

Market Briefings

US market review: Trade tariffs start to bite

Some US businesses have “scaled back or postponed” plans for capital spending amid mounting concern over the potential consequence of President Donald Trump’s controversial new trade tariffs. Accordin...

Adviser-Hub 9th Aug 2018

Market Briefings

Global update: Deal or no deal?

Investors became increasingly preoccupied by the possibility of a “no-deal” Brexit during July as the UK’s Parliament broke up for the summer recess.

Adviser-Hub 9th Aug 2018

Market Briefings

The Week: Is Musk going private? The implications for public markets

Elon Musk has said he is considering taking Tesla private. Does this say something about the constraints investors are placing on company management?

Adviser-Hub 9th Aug 2018

Marketing Toolkit

10 Reasons to use a Financial Adviser

A good financial adviser can be the difference between financial well-being and financial stress. You know that, but sometimes potential clients can take a little persuading. With this in mind, we've...

Adviser-Hub 9th Aug 2018

Market Briefings

Market briefings looking back at July

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

Adviser-Hub 9th Aug 2018

Market Briefings

UK bond market review: Sterling wobbles in July

July 2008 Gilt yields rose and gilt prices fell during July amid expectations that the Bank of England (BoE) would increase its key interest rate at the Monetary Policy Committee’s (MPC&rsquo...

Adviser-Hub 9th Aug 2018

Market Briefings

UK equity market review: Brexit pressure builds

July 2018 With less than eight months to go before the UK leaves the EU, the possibility of a “no-deal” Brexit became a hot topic during July. The Government was thrown into disarray ea...

Adviser-Hub 9th Aug 2018

Eurozone inflation: are investors ignoring the balance of risks?

The consensus view on inflation is that it remains weak. As explained in this article, the risks to this consensus view whilst fair, are growing. The key factor going forward will be the extent to whi...

Adviser-Hub 6th Aug 2018

5 years of contrarian investing

Watch Stephen Anness and Andrew Hall, managers of the Invesco Perpetual Global Opportunities Fund, reflect on their first five years of stewardship. They discuss the contrarian investment philosophy s...

Adviser-Hub 6th Aug 2018

Henleys Fixed Interest

The Henley Fixed Interest team comment on the recent equity market moves.

Adviser-Hub 6th Aug 2018

Market update for Asian Equities and Fixed Interest

Asian equity markets do not appear overvalued but gains are likely to be lower and more volatile from here.

Adviser-Hub 6th Aug 2018

Diversify Your Portfolio with Liquid Alternatives

Understanding potential benefits and risks associated with these strategies could prove critical when investing in this area of the market.

Adviser-Hub 6th Aug 2018

GSAM Viewpoints

Is it time to de-risk? Why hasn’t inflation picked up? What tech trends are emerging from Silicon Valley? Visit GSAM Viewpoints as we discuss the themes impacting today’s global markets.

Adviser-Hub 6th Aug 2018

GSAM Quarterly Investment Outlook 3Q17

Access our new Quarterly Investment Outlook to learn why we think the current period of economic expansion will continue and what that means for the markets.

Adviser-Hub 6th Aug 2018

Fidelity Multi Asset podcast: Market disconnect - time to tread carefully

James Bateman, CIO Multi Asset, Markets Analyst Charlotte Harington, and Portfolio Manager Eugene Philalithis explain why there’s a shift in sentiment over Europe and try to square the mixed messaging...

Adviser-Hub 6th Aug 2018

Investment Outlook: Q3 2018

The global economy is sending conflicting signals. The outlook across markets is finely balanced and arguments can be made for both risk-on and risk-off views. We aren’t forecasting the end of the cyc...

Adviser-Hub 6th Aug 2018

AVIVA INVESTORS - Gilded youth driving change in emerging markets

The rise of the newly-affluent millennial generation is disrupting traditional industries in emerging markets – and bringing new risks and opportunities for investors.

Adviser-Hub 6th Aug 2018

AVIVA INVESTORS - Traditional income investing to be tested in 2018

Traditional sources of income have had a comfortable ride in recent years, but this year is likely to prove more challenging, writes Gavin Counsell.

Adviser-Hub 6th Aug 2018

AVIVA INVESTORS - Fixed income: bear necessities?

As the prolonged era of extraordinary monetary policy winds down, our fixed income fund managers consider what investors should look out for in 2018.

Adviser-Hub 6th Aug 2018

AVIVA INVESTORS - AIQ issue 005. Millennials: the fall and rise of Generation Y

We all know what millennials are like, don’t we? The generation born between 1981 and 2000 have been characterised as workshy narcissists who would rather dine out on expensive avocado brunches than s...

Adviser-Hub 6th Aug 2018

Market Briefings

AVIVA INVESTORS - The intelligence that guides our investment decisions

The Aviva Investors House View document is a comprehensive compilation of views and analysis from the major investment teams. The document is produced quarterly by Aviva Investors investment professio...

Adviser-Hub 6th Aug 2018

Market Briefings

BAILLIE GIFFORD - Our Events

Please click here to find a schedule of upcoming events in 2020 where you can meet Baillie Gifford staff. This schedule will be updated throughout the year.

Adviser-Hub 6th Aug 2018

Market Briefings

OEICs

Your client can invest in our extensive range of OEICs.

Adviser-Hub 6th Aug 2018

Market Briefings

Investment Trusts

Please note that all Baillie Gifford managed trusts are available for investment by intermediaries and their clients. Your client can invest in one or more of the investment trusts we manage.

Adviser-Hub 6th Aug 2018

Partner Zone

The Portfolio Construction Files

Markets have been volatile since the start of 2018, bringing greater focus onto the asset mix in client portfolios. Michael Gruener, Head of BlackRock EMEA Retail, discusses what clients have been tel...

Adviser-Hub 6th Aug 2018

Partner Zone

Weekly global commentary

Adviser-Hub 6th Aug 2018

Partner Zone

Conversation Starters

A brief overview of index investing.

Adviser-Hub 6th Aug 2018

Partner Zone

Investor Pulse

After speaking to more people about their finances than ever before, BlackRock has been able to gain a fascinating insight into the minds of savers and investors.

Adviser-Hub 6th Aug 2018

Partner Zone

The Blog

Regular insights from leading BlackRock thinkers on the industry, retirement, markets and more.

Adviser-Hub 6th Aug 2018

Market Briefings

'How can Exchange Traded Funds help me and my clients?

Under RDR and against a background of significant challenges for private investors and their advisers seeking effective solutions to their investment needs, you may want to consider Exchange Traded Fu...

Adviser-Hub 6th Aug 2018

Market Briefings

RDR Investment Solution

BlackRock Consensus Funds are a range of five independently risk-rated, core asset allocation-portfolios that invest in our range of index funds. Catering to a variety of risk appetites, each Fund inv...

Adviser-Hub 6th Aug 2018

Market Briefings

Our Events

Over the course of the year Invesco hosts a number of CPD accredited events to keep you up-to-date with its funds and market views.

Adviser-Hub 6th Aug 2018

Market Briefings

Invesco Perpetual’s Open Investment Meeting

Join us at the first Open Investment Meeting of 2018, where you’ll hear the latest regional outlooks and asset class views of our key investment professionals. Friday 16 March Venue: Four Seasons...

Adviser-Hub 6th Aug 2018

Market Briefings

Investment Intelligence Seminars Round 1 2018

You can now sign up for the first round of our Investment Intelligence Seminars 2018. Make sure you reserve your space! Can Goldilocks continue? In this round we provide our outlook for global...

Adviser-Hub 6th Aug 2018

Market Briefings

US GDP: keep dancing while the music is playing?

Is US GDP running at over 4% encouraging or scary? On the one hand it seems that the engine of the world economy is in rude health; but it may also accelerate the pace of interest rate rises and haste...

Adviser-Hub 2nd Aug 2018

Market Briefings

The Week: False hope on UK assets

While international fund managers seemed to give the UK market a tentative thumbs up, it is not a ringing endorsement.

Adviser-Hub 25th Jul 2018

Market Briefings

The Week: Inflation statistics: another gloomy sign?

This month’s inflation data undershot. Another reason to be gloomy about the UK’s prospects?

Adviser-Hub 19th Jul 2018

Market Briefings

Market briefings looking back at June

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

Adviser-Hub 16th Jul 2018

Market Briefings

Global bond market review: Rising demand for “safe havens”

June 2018 Demand for investments perceived to be “safe havens” – such as US Treasury Bonds, the Japanese yen and the Swiss franc – was boosted during the month by concerns o...

Adviser-Hub 16th Jul 2018

Market Briefings

US market review: “Losers on both sides”?

June 2018 Trade dominated newsflow and sentiment in the US during June. Investors endured a lacklustre month as financial markets reacted to the latest moves from the US Government and its key trad...

Adviser-Hub 16th Jul 2018

Market Briefings

UK equity market review: “Cards on the table”

June 2018 UK equity markets were blighted during June by Brexit, amid rising concerns over the UK’s lack of progress as the deadline moves closer. EC President Donald Tusk called on the UK to...

Adviser-Hub 16th Jul 2018

Market Briefings

UK equity income market review: Brexit continues to cast a shadow

June 2018 Although escalating trade tensions dominated global investor sentiment in June, the UK also had to contend with Brexit-related issues against a backdrop of criticism over the Government&r...

Adviser-Hub 16th Jul 2018

Market Briefings

UK bond market review: UK rates to rise in August?

June 2018 June proved to be another uneven month for UK government bonds. Investor sentiment was at the mercy of macroeconomic factors, from US President Donald Trump’s introduction of puniti...

Adviser-Hub 13th Jul 2018

Market Briefings

Europe market review: ECB unlikely to raise rates before summer 2019

June 2018 Although the eurozone’s rate of inflation has moved closer to target, the ECB does not expect to tighten interest rates until “at least through the summer of 2019”. Else...

Adviser-Hub 13th Jul 2018

Market Briefings

Emerging markerts review: Sino-US relations continue to sour

June 2018 June proved to be a challenging month for emerging market investors as trade tensions between the US and China continued to escalate. Following US President Donald Trump’s decision...

Adviser-Hub 13th Jul 2018

Market Briefings

Asian Japan Markets Review: Trade wars cloud the outlook for exporters

June 2018 Escalating trade wars between the US and some of the world’s largest economies have raised fears that new trade tariffs could undermine the economies of major exporting nations in A...

Adviser-Hub 13th Jul 2018

Market Briefings

The Week: The US: how long can the party last?

The US market has been labelled over-valued, over-concentrated and over-indebted, but still it continues to rise. What might disrupt its trajectory?

Adviser-Hub 12th Jul 2018

Market Briefings

Why Do Factor Returns Exist?

The reasons for the existence of factor premiums is hotly debated. Those in the mispricing camp believe that factor premiums exist because investors misprice stocks, while those in the risk-based camp...

Adviser-Hub 11th Jul 2018

Market Briefings

The Week: Will the World Cup boost Russian growth?

Does hosting a major sporting event boost economic growth?

Adviser-Hub 4th Jul 2018

Market Briefings

Trade tensions intensify

Financial markets in June were soured by the rapidly deteriorating trade relationship between the US and China. The IMF warned that the US’s aggressive trade strategy risked harming the global economy...

Adviser-Hub 2nd Jul 2018

Market Briefings

The Week: Talking bulls

The US bull market is on course to be the longest in history, but that inevitably means it is closer to the end that the beginning. The US bull market has just 53 days left to beat the longest...

Adviser-Hub 28th Jun 2018

Market Briefings

The Week: The £100bn opportunity for asset managers

While fund managers scout around for the next big thing, the real answer to increased flows may be right in front of their noses.

Adviser-Hub 21st Jun 2018

Market Briefings

FOMC raises rates at their June meeting

US Federal Reserve (Fed) policymakers raised interest rates for the second time this year, increasing the key federal funds rate by 0.25 percentage points to a range of 1.75% to 2%. The decision was w...

Adviser-Hub 18th Jun 2018

Market Briefings

The Week: Why are global investors moving back to the US?

Valuations are expensive, there’s an unpredictable egoist in charge of the economy and stock market growth has been heavily geared to a number of companies whose moral position now looks dangerously i...

Adviser-Hub 14th Jun 2018

Market Briefings

Do Factor Returns work in Large Caps?

Smart beta and factor return strategies tend to invest in the liquid, large-cap segment of the market, ensuring that the products are scalable. The downside to this strategy is that large caps receive...

Adviser-Hub 12th Jun 2018

Market Briefings

Asian Japan markets review: Asian economies vulnerable to trade tensions

May 2018 Economic growth in Asian countries – particularly Singapore and Hong Kong – is still heavily reliant on merchandise exports, according to Moody’s Investors Service, and e...

Adviser-Hub 11th Jun 2018

Market Briefings

Emerging markets review: Argentina raises rates to 40%

May 2018 Sentiment towards emerging markets was undermined during May by speculation that US monetary policy is likely to tighten more aggressively than previously anticipated, and by escalating co...

Adviser-Hub 11th Jun 2018

Market Briefings

Europe market review: EU hit by US levies

May 2018 Trade tensions and political instability unsettled European investors during May. Markets were dealt a blow by the news that US President Donald Trump had decided, after all, to impose tar...

Adviser-Hub 11th Jun 2018

Market Briefings

Global bond market review|: Political turmoil in Italy

May 2018 Having breached 3% for the first time since 2011 in April, the ten-year US Treasury Bond yield rose above 3.10% in May. As the month progressed, however, Treasury bond yields subsided, dam...

Adviser-Hub 11th Jun 2018

Market Briefings

UK equity income market review: UK equity indices rise above the tension

May 2018 Despite escalating trade tensions, uncertainties over Brexit, and political instability in Italy, UK equity markets rose during May. The FTSE 100 Index increased by 2.2% and reached a new...

Adviser-Hub 11th Jun 2018

Market Briefings

Market briefings looking back at May

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

Adviser-Hub 11th Jun 2018

Market Briefings

US market review: Escalating trade tensions

May 2018 The prospect of global trade wars moved closer during May. The US announced that it would start imposing tariffs on steel and aluminium imports from the EU, Canada and Mexico, and also on...

Adviser-Hub 8th Jun 2018

Market Briefings

UK equity market review: Macroeconomic issues drive sentiment

May 2018 UK equity markets rose over May as a whole, but investors’ attention was absorbed by Italy’s ongoing political problems, question-marks over the UK Government’s commitmen...

Adviser-Hub 8th Jun 2018

Market Briefings

UK bond market review: Gilt yields driven down by demand for safe havens

May 2018 UK gilts experienced a choppy month during May. The yield on the benchmark ten-year government bond rose above 1.55% during the middle of the month, but plummeted towards the end of May as...

Adviser-Hub 8th Jun 2018

Market Briefings

The Week: Is the recent emerging market decline terminal?

Emerging markets have suffered over the past few months, as the Dollar has strengthened and US bond yields have risen.

Adviser-Hub 7th Jun 2018

Business Toolkit

What are the big questions troubling business owners?

Google acts as doctor, therapist and now as management consultant as small business owners seek answers Small business owners make extensive use of the search engine to solve business problems...

Adviser-Hub 7th Jun 2018

Market Briefings

Global update: Trade wars on the horizon

May 2018 Corporate news took a back seat during May as political developments directed investor sentiment. The possibility of an international trade war moved closer during the month as the US pres...

Adviser-Hub 4th Jun 2018

Business Toolkit

A regulatory framework for the digital era?

Despite GDPR now a reality, many UK businesses still have their head stuck in the sand rather than face the reality. Paul Holland, CEO of cyber security innovator Beyond Encryption, considers how GDPR...

Adviser-Hub 31st May 2018

Market Briefings

The Week: La Dolce Vita?

Markets have been soothed by Italy’s apparently successful bond auction. Are they too quick to revert to business as usual?

Adviser-Hub 31st May 2018

Market Briefings

The Week: Is there any hope for the High Street?

t was another grim week for the UK high street. M&S looks set to tumble out of the FTSE 100 as it announced falling profits.

Adviser-Hub 24th May 2018

Market Briefings

Market briefings looking back at April

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

Adviser-Hub 23rd May 2018

Market Briefings

US market review: Strong beginning to the Q1 earnings season

April 2018 Strong first-quarter earnings reports provided a boost for investors who have been distracted by ongoing political developments and concerns over possible trade wars. Of the companies th...

Adviser-Hub 22nd May 2018

Market Briefings

UK equity market review: Corporate activity dominates the FTSE 100

April 2018 UK markets in April were notable for a flurry of corporate activity that was concentrated in the FTSE 100 Index, and large companies generally outperformed their medium-sized counterpart...

Adviser-Hub 22nd May 2018

Market Briefings

UK bond market review: UK economic growth disappoints

April 2018 Mounting speculation over inflation drove up government bond yields around the world in the middle of April, and the benchmark UK gilt yield closed as high as 1.54% during April. Sterlin...

Adviser-Hub 22nd May 2018

Market Briefings

Global bond market review: 10-year Treasury bond yields breach 3%

April 2018 The ten-year US Treasury Bond yield rose above 3% for the first time since 2011 during April, stoked by mounting concerns over the outlook for inflation. The price of oil continued to cl...

Adviser-Hub 22nd May 2018

Market Briefings

Europe market review: ECB remains supportive

April 2018 During April, the ECB confirmed that it would continue with its planned programme of monthly bond purchases until the end of September, and that asset purchases would carry on beyond thi...

Adviser-Hub 21st May 2018

Market Briefings

Emerging markets review: Oil price continues its rise

April 2018 China posted encouraging annualised economic growth of 6.8% during the first three months of the year, beating the official target of “around 6.5%”. Nevertheless, there are p...

Adviser-Hub 21st May 2018

Market Briefings

Asian Japan markets review: Ongoing concern over trade tensions

April 2018 Confidence amongst large Japanese manufacturers deteriorated during the first quarter of 2018, according to the Bank of Japan’s (BoJ’s) quarterly Tankan survey. Meanwhile, Ja...

Adviser-Hub 21st May 2018

Market Briefings

The Week: Curtains for emerging markets?

Emerging markets currencies and government bonds have seen an uncomfortable sell-off in recent weeks. Will it endure?

Adviser-Hub 17th May 2018

Market Briefings

Navigating investment grade: where do the opportunities lie?

Invesco Perpetual Corporate Bond Fund Manager Michael Matthews explains why investors must look beyond the negative headlines. There are still plenty of opportunities to make money in credit.

Adviser-Hub 16th May 2018

Market Briefings

The Week: Is disappointing Eurozone economic data a one-off?

Slowing growth, weak retail sales, declining industrial production. No, it’s not the UK, but the Eurozone, which, until recently was the darling of the global economy.

Adviser-Hub 10th May 2018

Marketing Toolkit

Helping you to communicate better with your clients

Client communication is arguably one of the most important parts of your role as a financial adviser. Yet, with little time to spare, client contact can sometimes be left by the wayside. This is where...

Adviser-Hub 8th May 2018

Market Briefings

Why everyone loves UK companies except UK investors

Corporate buyers can’t get enough of UK assets, so why are investors so pessimistic? The Sainbury’s/Asda tie up shows demand for UK assets among corporate buyers This is in contras...

Adviser-Hub 8th May 2018

Market Briefings

Secular stagnation? Or the optimistic view?

By Peter Elston, Chief Investment Officer, Seneca Investment Managers Since the Great Financial Crisis, a period during which the developed world has struggled to grow, there has been much talk abo...

Adviser-Hub 8th May 2018

Market Briefings

Corporate activity grips UK markets

April 2018 Despite ongoing Brexit-related uncertainties and fresh political instability in the UK, newsflow during April was dominated by a wave of corporate activity. Elsewhere, the ECB reassured...

Adviser-Hub 1st May 2018

Market Briefings

The Week: Is the market peak behind us?

At the recent Jupiter annual dinner, two fund managers debated whether the markets peaked on 26 January.

Adviser-Hub 26th Apr 2018

Market Briefings

The Week: Is there value in UK assets?

Global investors shun the UK, while canny corporate buyers are taking an interest. Who is right?

Adviser-Hub 19th Apr 2018

Market Briefings

Asian Japan markets review: Yen spikes in March

President Trump’s proposed trade tariffs on steel and aluminium knocked investor sentiment in Asia during March, amid fears of a trade war.

Adviser-Hub 17th Apr 2018

Market Briefings

Europe market review: Europe reacts to a possible trade war

European markets were rattled during March over the prospect of a possible trade war with the US following President Donald Trump’s decision to impose a 25% levy on steel imports and a 10% levy on alu...

Adviser-Hub 17th Apr 2018

Market Briefings

UK share prices knocked by trade war concerns

In common with other major equity markets around the world, UK share prices declined during March.

Adviser-Hub 17th Apr 2018

Market Briefings

Global bond market review: High demand for safe-haven assets

Government bond prices generally rose in March as investors faced the possibility of a trade war.

Adviser-Hub 17th Apr 2018

Market Briefings

Emerging markets review: Looming trade war knocks sentiment

China’s relationship with the US deteriorated during March following President Donald Trump’s decision to impose a series of new tariffs intended to safeguard US interests.

Adviser-Hub 17th Apr 2018

Market Briefings

Examining Estoteric Factors: The Asset Growth Anomaly

As factor investing becomes more popular, the search intensifies for new factors. This month we examine a less well-known factor: The Asset Growth anomaly. We examine the claim that there is a premium...

Adviser-Hub 12th Apr 2018

Market Briefings

Are markets right to be spooked?

As market volatility increases on the back of mounting geopolitical tensions, can this be dismissed as ‘short term noise’ – or is there more at work? Geopolitical tension has s...

Adviser-Hub 12th Apr 2018

Market Briefings

Demand for VCTs hits new high

The 2017-18 tax year has seen another strong performance for venture capital trust (VCT) fundraising. The latest figures suggest VCTs raised more than £670 million, well ahead of the £542...

Adviser-Hub 10th Apr 2018

Market Briefings

Global update: Rising US protectionism knocks sentiment

Investor sentiment during March was marred by mounting levels of US protectionism.

Adviser-Hub 6th Apr 2018

Market Briefings

Market briefings looking back at March

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

Adviser-Hub 5th Apr 2018

Market Briefings

US market review: Trump threatens trade war

March was a controversial month for the US as President Donald Trump implemented a range of measures designed to protect America’s interests

Adviser-Hub 5th Apr 2018

Market Briefings

UK equity market review: Progress on Brexit transition agreement

UK share prices generally fell during March amid expectations of tightening monetary policy and concerns over rising US protectionism.

Adviser-Hub 5th Apr 2018

Market Briefings

UK bond market review: Concerns over gilt supplies

UK gilt yields fell over March as a whole amid concerns over future supply as the DMO announced it would reduce gilt issuance in 2018/19 to its lowest level since 2007/2008.

Adviser-Hub 5th Apr 2018

Market Briefings

The Week: Is a trade war really ‘easy to win’ for the US?

Who wins in a trade war? Donald Trump believes that trade wars are ‘easy to win’, but what does winning look like?

Adviser-Hub 5th Apr 2018

Market Briefings

Retail property: time to check out?

Amid poor retail data, the rise and rise of internet shopping and recent high-profile retail failures, John Cartwright, CEO of the Association of Real Estate Funds (AREF) asked three prominent members...

Adviser-Hub 29th Mar 2018

Market Briefings

Ethical investing is mainstream, but it’s still tricky to invest

Ethical investment has become mainstream and consumer demand is high, but why is it still so difficult to find and compare funds? Ethical considerations are now embedded in the investment and ri...

Adviser-Hub 29th Mar 2018

Market Briefings

FOMC raises rates

US interest rates rose and economic forecasts were upgraded at the March meeting of the Federal Open Market Committee (FOMC). In a move that was widely anticipated by investors, policymakers voted una...

Adviser-Hub 22nd Mar 2018

Market Briefings

The Week: The first signs of Spring for the UK economy?

What a difference a week makes. From gloomy, snowy backwater, the UK is suddenly showing the first signs of Spring, with inflation down, a Brexit transition deal sorted and a small recovery in the pou...

Adviser-Hub 22nd Mar 2018

Market Briefings

Upbeat Spring Statement

The outlook for the UK economy has brightened, according to the Chancellor of the Exchequer’s Spring Statement. Chancellor Philip Hammond described himself as “positively Tigger-like&rdquo...

Adviser-Hub 15th Mar 2018

Market Briefings

The Week: Time to relax?

Markets appear on a surer footing following the volatility at the start of the year, but can it last?

Adviser-Hub 15th Mar 2018

Market Briefings

UK equity market review: FTSE 100’s yield rises above 4%

The UK equity market experienced a volatile February.

Adviser-Hub 14th Mar 2018

Market Briefings

Global bond market review: US bond yields continue to rise

Global bond investors experienced an eventful February as investors faced up to the possibility that interest rates in the US might rise sooner than anticipated.

Adviser-Hub 14th Mar 2018

Market Briefings

Europe market review: Post-Brexit future of Northern Ireland remains in doubt

February 2018 European share prices generally fell in February, undermined by speculation that major central banks may be poised to tighten monetary policy more quickly than previously anticipated....

Adviser-Hub 14th Mar 2018

Market Briefings

Emerging markets review: Brazil cuts interest rates again

February 2018 Emerging equity markets were not immune to the heavy declines experienced by developed share indices during February. Investors around the world were rattled by signs that the end of...

Adviser-Hub 14th Mar 2018

Market Briefings

Asian Japan market review: Asian markets weakened in February

February 2018 Like many other major equity markets around the world, stock indices in Asia fell sharply during February amid speculation that US monetary policy might begin to tighten more quickly...

Adviser-Hub 14th Mar 2018

Market Briefings

How the value factor performs in the market cycle

This month, we turn our attention to the value premium, which is one the most popular and well-known factors. We begin by examining the cumulative return of investing in two common value portfolios an...

Adviser-Hub 12th Mar 2018

Market Briefings

Market briefings looking back at February

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

Adviser-Hub 9th Mar 2018

Market Briefings

UK equity market review: UK shares joined February’s global sell-off

UK share prices dropped sharply at the beginning of February amid mounting speculation that central bank policymakers – not only in the UK, but also in the US.

Adviser-Hub 9th Mar 2018

Market Briefings

UK bond market review: Gilt yields continued their rise in February

Having risen strongly during January, gilt yields continued their upward journey in February.

Adviser-Hub 9th Mar 2018

Market Briefings

The Week: Gender diversity – much more carrot than stick

It’s International Women’s Day, which will undoubtedly be accompanied with much hand-wringing about the gender pay gap, poor pension provision for women and the lack of workplace diversity.

Adviser-Hub 8th Mar 2018

Market Briefings

Global update: Global sell-off in February

February 2018 Equity markets experienced a global sell-off during early February triggered by concerns that US interest rates might rise more rapidly than previously expected. Equity indices in the...

Adviser-Hub 2nd Mar 2018

Market Briefings

The Week: Should investors be worried about an M&A bubble?

US cable operator Comcast has announced a £22.1bn bid for Sky, potentially thwarting a planned takeover by 21st Century Fox. At the same time, Warren Buffett has said cheap debt is fuelling a &l...

Adviser-Hub 27th Feb 2018

Market Briefings

The Week: The big data revolution in active management

This week, the Financial Times reported that BlackRock was setting up a new lab in Silicon Valley, specialising in artificial intelligence.

Adviser-Hub 22nd Feb 2018

Business Toolkit

Does email marketing work?

In spite of fears that it is losing its edge, done right, email marketing still gives a good return on investment. All the standard process metrics for digital marketing - open rates, click rate...

Adviser-Hub 15th Feb 2018

Market Briefings

Market briefings looking back at January

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

Adviser-Hub 14th Feb 2018

Market Briefings

Emerging markets review: The price of oil reaches US$70 in January

The price of oil rose to US$70 per barrel for the first time in over three years during January as OPEC members confirmed that they would continue to limit output until the end of 2018.

Adviser-Hub 14th Feb 2018

Market Briefings

Asia Japan market review: The Nikkei 225 Index hits its highest level since 1991

Following the US’s rejection of the Trans-Pacific Partnership (TPP), the remaining 11 participants have agreed to sign a trade deal in Chile in March.

Adviser-Hub 14th Feb 2018

Market Briefings

Global bond yields rise sharply in January

Bond yields generally rose sharply in January as investors moved away from global fixed income, triggering speculation over the possibility of a bear market for bonds.

Adviser-Hub 14th Feb 2018

Market Briefings

UK equity income market review: Stronger pound could dampen UK dividend payouts

UK equity indices fell over January as a whole, dampened by a rally in the value of the pound.

Adviser-Hub 14th Feb 2018

Market Briefings

US market review: Government shutdown hampers US sentiment

A three-day shutdown of the US federal government dampened investor sentiment as politicians reached deadlock over immigration policy.

Adviser-Hub 14th Feb 2018

Market Briefings

UK equity market review: The pound rallies in January

January 2018 Although the FTSE 100 Index reached a new all-time high during January, UK equity indices generally ended the month in negative territory, weighed down by a rally in the value of sterl...

Adviser-Hub 14th Feb 2018

Market Briefings

UK bond market review: Gilt yields soar in January

Despite a rally in the value of the pound, UK government bonds experienced a drop in demand during January, sending yields sharply higher.

Adviser-Hub 14th Feb 2018

Market Briefings

Europe market review: The EU sets out its Brexit stall

The EU outlined its requirements for the UK during the post-Brexit transition period that will take place from March 2019 to the end of 2020.

Adviser-Hub 14th Feb 2018

Market Briefings

The Week: An alternative perspective on the bond market?

The economy is rolling and it’s all bad news for the bond markets, right? But is there an alternative view?

Adviser-Hub 13th Feb 2018

Market Briefings

Global update: Sterling regains pre-Brexit levels

January 2018 The pound strengthened to its highest level against the US dollar since the Brexit referendum in June 2016, rising above US$1.40. Although sterling was lifted by weakness in the US...

Adviser-Hub 8th Feb 2018

Market Briefings

Forward Indicators of the Economy

Passive investing provides little protection in the event of a market downturn, as no active positioning is allowed. This means that many passive investors will wish to monitor market developmen...

Adviser-Hub 5th Feb 2018

Market Briefings

The Week: Value stocks tick higher - another dead cat bounce?

These have not been good years to be a value manager.

Adviser-Hub 1st Feb 2018

Market Briefings

The Week: Veteran investor Byron Wien gives his 10 ‘surprises’ for the year ahead

Since 1986, veteran analyst Byron Wein, vice chairman of Blackstone Advisory Partners of Blackstone, has published his 10 ‘surprises’ for the year ahead.

Adviser-Hub 25th Jan 2018

Market Briefings

The Week: Why do US equities keep rising?

It’s tough to find an asset allocator with an overweight position in US assets. Most agree that the stock market is expensive.

Adviser-Hub 18th Jan 2018

Business Toolkit

GSAM: Presence in Your Absence

What Clients Say About You When You're Not There Failure to build an effective brand potentially can limit the ability to grow a successful advisory practice. As a financial advisor, how do you...

Adviser-Hub 18th Jan 2018

Market Briefings

The Week: What's the plan in Japan

Japan has been a big hit with investors in 2017, but we’ve been here before.

Adviser-Hub 11th Jan 2018

Adviser Hub articles