The Week: Will the SFDR change the world?
A new raft of EU disclosure requirements on sustainability are in the offing. What are the implications for investors?
13th Jan 2021
The Week: Muted reaction to eleventh-hour Brexit deal
After considerable wrangling, the UK and EU have finally agreed a deal. Why aren’t financial markets more excited?
6th Jan 2021
Global update: Shares advance on vaccine optimism
After a tumultuous year in which the coronavirus pandemic gripped the world, many major stock markets ended 2020 in positive territory.
5th Jan 2021
The Week: The investment lessons we learned in 2020
2020 was a difficult year, but investors shouldn’t waste the opportunity to learn from it. A crisis may be painful, but it can help create better investors.
16th Dec 2020
US market review: US share prices reach new highs
Share prices surged in the US during November, driven up by significant progress in Covid-19 vaccine developments.
15th Dec 2020
UK equity income market review: A tough Q3 for UK dividends
UK share prices surged and yields fell during November as investors became increasingly optimistic over prospects for economic recovery.
UK equity market review: UK equities rally in November
UK share prices rose strongly during November, driven up by mounting optimism over the development of Covid-19 vaccines and hopes that a Brexit trade deal will be reached.
UK bond market review: Improving optimism… deteriorating data
Investor sentiment improved sharply during November, underpinned by the news of vaccine breakthroughs in the UK and the US. Improving hopes for the economic outlook led to a surge in demand for higher...
Global bond market review: Corporate defaults on the rise
Investors’ attention shifted from safe havens to riskier assets during November.
Europe market review: European markets shrug off negative data
Although November in Europe was characterised by rising Covid-19 infection rates and lacklustre economic data, share prices soared over the month.
Emerging markets review: Investors welcome a Biden presidency
Share prices in China rose following the news of Joe Biden’s victory in the US Presidential election.
Asia Japan market review: Asian markets surge in November
Equity markets in Asia performed strongly during November, driven by hopes that Covid-19 vaccines will soon be widely available.
Market briefings looking back at November
A selection of articles, written by our expert investment writers that cover the markets looking back through November.
The Week: Deal or no deal, the UK’s unpopularity could continue
The UK market is hugely out of favour, but some resolution to the Brexit situation – be that deal or no deal – see UK assets find favour once again?
10th Dec 2020
Global update: A November to remember
It was a November for investors to remember as a widespread focus on the perceived safe havens of gold and government bonds was replaced by renewed interest in equities.
8th Dec 2020
The Week: Could 2021 be a better year for equity income?
After a horrible year, can investors be more optimistic about the prospects for equity income next year? It depends.
3rd Dec 2020
The Week: Can Britain bounce back?
As Chancellor Sunak gives a depressing view of the UK economy in his Spending Review, tax rises appear inevitable.
26th Nov 2020
The Covid-19 pandemic is set to deal a lasting blow to the UK economy and labour market, according to Chancellor of the Exchequer Rishi Sunak at his Spending Review.
25th Nov 2020
The Week: China’s century
Between the Covid-19 outbreak and the trade war, it looked like tough times ahead for China. The reality has been very different.
18th Nov 2020
The Week: Vaccine fever
The prospect of a vaccine has ignited stock markets, but will it really be the panacea that investors expect?
12th Nov 2020
US market review: US sentiment dips in October
US equity markets fell during October as cases of Covid-19 reached new daily records and news of rising infection rates and lockdowns in Europe affected sentiment amongst US investors.
11th Nov 2020
Global bond market review: Global bonds in demand
Global bonds had a choppy October as expectations of fresh Covid-19 relief funding in the US were dashed by deadlock between the Republican and Democratic parties. Investor sentiment was further desta...
Emerging markets review: China’s recovery gains traction
China’s economy continued to rebound from the impact of the Covid-19 pandemic.
Asia Japan market review: Question-marks over Asia’s recovery
The IMF expects the Asia Pacific economy to shrink by 2.2% in 2020; nevertheless, the region is set to post a healthy recovery in 2021 with growth of 6.9%
Market briefings looking back at October
A selection of articles, written by our expert investment writers that cover the markets looking back through October.
US Election: Biden wins the US Presidential election
After a bitterly contested and chaotic US election that was marred by allegations of voter fraud, Joe Biden exceeded the threshold of 270 electoral college votes to become President-Elect.
10th Nov 2020
UK equity income market review: What next for dividends?
Hopes that a nascent economic recovery could lead to a renaissance for UK dividends were dealt a blow at the end of October as the Government implemented further lockdown measures in a bid to stem the...
5th Nov 2020
UK equity market review: “Nightmare before Christmas”
As infection rates continued to increase in areas of England, the UK Government decided to implement another series of lockdown measures lasting from 5 November to 2 December.
UK bond market review: Fears of a “double-dip” recession
Demand for UK gilts rose during October as Covid-19 infection rates continued to climb, and the UK and EU failed to progress their post-Brexit trade negotiations.
Europe market review: Fresh lockdowns across Europe
Prospects for Europe’s economic recovery were set back during October by the implementation of tighter lockdown restrictions as the second wave of the coronavirus pandemic intensified.
The Week: Not red to blue, but West to East
The US election could go either way, but neither candidate looks set to check the growing power of Asia.
4th Nov 2020
Five legitimate questions about diversification
A lot has been claimed for diversification: in particular, Nobel Prize winner Harry Markowitz’s badged it ‘the only free lunch in finance’, implying that it was, essentially, money for nothing.
3rd Nov 2020
Global update: The “second wave” breaks
Share prices fell heavily around the world during October as Covid-19 infection rates continued to rise.
2nd Nov 2020
The Week: Is fund management failing on diversity?
Two surveys have shown that fund managers may only be talking the talk on diversity, but as fund selectors get serious on the issue, they may have to act fast.
28th Oct 2020
The Week: How should investors play the recovery?
With cases rising, economic recovery looks some way off, but investors should prepare for a best-case scenario as well as a worst-case scenario.
21st Oct 2020
Asia Japan market review: Australia tips into recession
As anticipated, Yoshihide Suga took office as Japan’s Prime Minister in September following the resignation of Shinzo Abe on the grounds of ill health. Mr Suga is widely expected to carry on with Mr A...
14th Oct 2020
Global update: Rising infection levels knock sentiment
Share prices generally fell during September amid concerns over rising infection levels and their potential impact on economic activity. Investors’ worries were compounded by doubts over Brexit negoti...
Market briefings looking back at September
A selection of articles, written by our expert investment writers that cover the markets looking back through September.
The Week: Living with uncertainty
Uncertainty has become a fact of life in recent years. The IMF’s recent assessment of the state of the global economy makes things little clearer.
US market review: Counting down to the Presidential election
The Nasdaq Index has performed strongly in recent months, driven up by robust performance from technology shares; over September, however, the index fell by 5.2% as investors took profits.
UK equity income market review: Search for yield remains a challenge
UK share prices were dragged down during September by fears that the economic recovery could be held back by a “second wave” of coronavirus infections. The FTSE 100 Index fell by 1.6% during September...
UK equity market review: Brexit trade deal remains unresolved
Share prices in the UK fell during September amid concerns that a surge in infection rates, accompanied by localised lockdowns, could undermine economic recovery. Both the FTSE 100 Index and the FTSE...
UK bond market review: Speculation over negative rates
Risk-averse investors focused on perceived safe havens during September, spurred by fears that fresh lockdown measures could undermine economic recovery.
Global bond market review: US politics dominate sentiment
US government bond yields were boosted during September by hopes that fresh fiscal stimulus might be introduced. However, by the end of the month, a deal had not been agreed between Republicans and De...
Europe market review: A wake-up call for Europe?
Investor sentiment in Europe was dampened during September by an uptick in coronavirus infection rates across the region, and the World Health Organisation (WHO) warned that the news should be “a wake...
Economic data released in September fuelled hopes that China’s post-Covid economic recovery might be gathering pace. Industrial production rose at its fastest rate since December.
How to retire faster
For some, the pandemic has accelerated their retirement plans. They may no longer want to contend with an uncertain outlook or they may reason that someone needs the job more than they do.
12th Oct 2020
The Week: UK equity income: is there any hope?
The UK Equity income sector has been a tough place over the last five years. Is there any hope ahead for beleaguered investors?
7th Oct 2020
AXA IM | Themes emerging within the global technology sector
Jeremy Gleeson , Fund Manager of the AXA Framlington Global Technology Fund, discusses the acceleration of tech themes’ adoption due to COVID-19, i.e. the importance of e-commerce and growing consumpt...
5th Oct 2020
Fidelity International | Inside Asia: The evolution of Asia’s capital markets
Fidelity’s Jenn-Hui Tan, Global Head of Stewardship & Sustainable Investing, alongside other Fidelity experts discuss the latest developments in Asia’s capital markets and what are the implications fo...
2nd Oct 2020
The Week: Tough times for Uncle Sam
The upcoming election has showed US democracy in an unflattering light: there are tough times ahead for the land of stars and stripes.
1st Oct 2020
Five consequences of ‘lower for longer’ interest rates
As the damage to the global economy from Covid-19 becomes clear, few central bankers would contemplate raising rates.
28th Sep 2020
The Week: How is China faring in the wake of the Covid-19 outbreak?
Predictions for the demise of China may have been exaggerated. There are signs it is recovering fast.
23rd Sep 2020
Inflation – should you be scared? (and what you can do about it)
Policymakers have responded to the Covid-19 outbreak by spending: history suggests this should create inflation. Should investors be worried and how can they protect themselves?
21st Sep 2020
Global bond market review: The Fed’s new approach
The US dollar weakened against the pound and the euro as Fed Chair Jerome Powell announced a new inflation strategy.
17th Sep 2020
The Week: Will a vaccine change the game?
Stock markets appear to be defying gravity. They have continued to rise in the face of some grim economic news. This begs the question of what they would do in the face of really good news: a vaccine,...
Europe market review: Three key challenges for the ECB
Amid signs that Covid-19 infection rates were on the rise once again around Europe, some localised restrictions were reimposed in August, putting a brake on economic activity.
Emerging markets review: India’s economy contracts sharply
As the pandemic took its toll on economic activity, India’s economy contracted by 23.9% during the three months to the end of June.
Market briefings looking back at August
A selection of articles, written by our expert investment writers that cover the markets looking back through August.
US market review: Fed updates its inflation policy
The number of Covid-19 cases in the US rose to over six million during August, with more than 182,000 deaths recorded. Schools and colleges have been slow to reopen, and this is likely to affect consu...
16th Sep 2020
UK equity income market review: UK dividends fall sharply in Q2
UK investors suffered some of the most severe dividend cuts in the world during the second quarter.
UK equity market review: UK in recession
The UK economy entered recession for the first time since 2009: having contracted by 2.2% in the first quarter of 2020, the economy shrank at a record rate of 20.4% during the second quarter.
UK bond market review: Government debt rises above £2 trillion
Government debt breached £2 trillion for the first time in July, driven higher by spending to shore up the economy.
Multi-Manager Forum: Virtual Event Recording
This forum gives you the chance to hear the latest thought-provoking insights from fund managers covering the increased relevance of a multi-manager strategy in today's world.
11th Sep 2020
The Week: Is there hope for friendless emerging markets?
With a low Dollar, low valuations and recovering economies, these should be buoyant times for emerging markets, but buyers are thin on the ground.
10th Sep 2020
Global update: Share price rises defy an uncertain outlook
Global share prices generally rose during August as investors took heart from ongoing fiscal and monetary support alongside some encouraging economic data.
3rd Sep 2020
The Week: Is commercial property the elephant in you
Fund managers are seldom the first to predict the long-term decline of their asset class, but surely commercial property managers are looking to the future with some trepidation?
2nd Sep 2020
The Week: Global dividends: a port in a storm?
Have global dividends been hit as hard as UK dividends? The Janus Henderson Global Dividend index shows some markets are yet to see an impact.
26th Aug 2020
The Week: A last hurrah for growth stocks
The value of Apple hit $2trillion this week after a significant rise in its share price over the last three months.
20th Aug 2020
The Week: Grim reading on UK data
The UK’s economic output slumped in the second quarter – and the future’s not looking too bright either.
12th Aug 2020
Market briefings looking back at July
A selection of articles, written by our expert investment writers that cover the markets looking back through July.
UK equity income market review: UK dividends dive in Q2
UK share prices continued to fall during July as investors’ worries about the possibility of another wave of coronavirus infection.
11th Aug 2020
UK equity market review: Uncertainty hits UK share prices
Share prices in the UK generally fell during July amid mounting concerns over the impact of a possible coronavirus “second wave”.
UK bond market review: Mounting fears over UK jobs
Gilt yields continued their decline during July, driven down by concerns over the prospect of a “second wave” of coronavirus cases.
Europe market review: Europe enters recession
The eurozone’s economy slid into recession, shrinking by a record 12.1% during the second quarter following a first-quarter contraction of 3.6%. Between April and June.
Asia Japan market review: Asian economies fall into recession
Investor sentiment in Australia received a blow from the government’s decision to put the state of Victoria into lockdown following a surge in Covid-19 infections.
US market review: US economy suffers record contraction
The US fell into recession during the second quarter as activity was curbed by a decline in spending and a surge in Covid-19 cases.
Emerging markets review: China sidesteps recession
While other countries confirmed their slide into recession in July, China’s economy managed to buck the trend, notching up annualised growth of 3.2% in the second quarter after a first-quarter contrac...
Global update: The other “R” number … Recession
Early in July, investors were buoyed by news of progress in the development of coronavirus vaccines. However, as the month continued, optimism was tempered by a surge in infection rates in countries i...
Europe market review: “All necessary steps”
European countries continued to ease their lockdown measures during June; nevertheless, the World Health Organisation (WHO) warned that the region was experiencing a weekly increase in COVID-19 cases...
5th Aug 2020
Emerging markets review: Bleak outlook for Brazil
During June, the World Health Organisation (WHO) warned that the coronavirus pandemic had entered “a new and dangerous phase” as cases continued to surge in Brazil and the US.
Asia Japan market review: Recovery remains far off
Bank of Japan Governor Haruhiko Kuroda warned during June that a second wave of COVID-19 infections could cause “considerable” harm to Japan’s economy.
Market briefings looking back at June
A selection of articles, written by our expert investment writers that cover the markets looking back through June.
The Week: Will Covid-19 end US market dominance?
US markets have outperformed for a decade, but can this continue in the face of a woeful Covid-19 response and political uncertainty?
US market review: “Persistent fragilities”
As US businesses reopened their doors, retail sales surged during May following steep falls in March and April, rising by 17.7%.
UK equity income: Clouded prospects for UK dividends
Although UK share prices generally strengthened over June as lockdown measures continued to ease, the outlook for dividend payments remained uncertain.
UK equity market review: Opening up
The UK’s leaders announced a further easing in lockdown measures to take effect in July, allowing a large proportion of the country’s leisure and tourism sector to reopen, albeit with strict guideline...
UK bond market review: “Living in unusual times”
Gilt yields continued their decline over June as demand for government bonds was boosted by expectations that the Bank of England (BoE) would expand its programme of quantitative easing measures.
Global bond market review: Central banks go further
New quantitative easing measures are forecast to reach 20% of GDP in the US, 9% in the UK, and over 7% in the eurozone, according to credit ratings agency Fitch, which reported that macro policy easin...
4th Aug 2020
The Week: Are investors too late on gold?
Gold may be an imperfect hedge for volatile markets, but when it works, it really works. The problem is that when interest in gold spikes, it tends to mark the end of its bull run – are investors too...
29th Jul 2020
The Week: UK dividends – reasons to be cheerful?
It’s been a torrid time for UK income investors, but there may be reasons for cheer amid the gloom.
23rd Jul 2020
The Week: Have active managers shown their worth?
Active managers should thrive in a crisis. While passive managers can only watch, active managers can get busy. But have they delivered?
16th Jul 2020
The Week: The Summer Statement: will it work?
Chancellor Rishi Sunak has encouraged a summer of spending to revive the UK’s flagging economy, but can it be saved?
8th Jul 2020
Global update: Fears over a possible ‘second wave’
June proved to be a choppy month for investors as hopes of economic recovery were tempered by fears of a second wave of infection as instances of COVID-19 surged in parts of the US.
6th Jul 2020
The Week: The potential problems of the ‘lone wolf’ asset manager
Even the best fund manager needs checks and balances to prevent serious mistakes.
2nd Jul 2020
The Week: Has the UK stock market gone low enough?
The UK is still an important weighting in many investor portfolios, but it’s been a dismal performer. Is that about to change?
25th Jun 2020
Volatile markets? Five reasons to take heart
It can be difficult to remember in the heat of a market sell-off, but even amid the grimmest times – war, plague, financial crisis – markets recover.
24th Jun 2020
What does a crisis teach us about investing?
Too often the lesson that investors learn from a market crash is simply to avoid the last problem area – technology in 2000, banks in 2008 and today, travel, leisure or oil. However, history shows tha...
Remember these five things about a crisis
Investors tend to look at collapsing index value and conclude they should be out of the market. However, in reality, the S&P or the FTSE 100 are disparate groups of companies, some of which will be be...
Investment advice worth listening to
There’s no shortage of people offering advice on investment: Some – Warren Buffet or George Soros – may be worth listening to.
A potted history of market crashes (and why they don’t matter)
From tulips to technology, railroads to real estate, asset price crashes are centuries old. Investors have been prone to getting very excited about innovation in the short-term, only to realise its li...
Opportunity in a crisis: COVID-19 has accelerated the move to hybrid advice
Financial advisers have historically been cautious when integrating technology into their business models.
The Week: The resilience of Asian dividends
With UK dividends under considerable pressure, have Asian companies continued to deliver payouts to shareholders?
17th Jun 2020
The Week: A ‘dash for trash’ or a value rally?
It’s been a better time for value stocks, but markets have been here before. Can their recent strength endure?
10th Jun 2020
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%.
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.
Market briefings looking back at May
A selection of articles, written by our expert investment writers that cover the markets looking back through May.
Investment wisdom that really works
There’s a lot of investment wisdom around. Everyone from Warren Buffet to your local taxi driver is keen to give you the benefit of their accumulated knowledge. However, which advice is worth listenin...
2nd Jun 2020
The five most important investment rules in a crisis
There is no apparent improvement in the global economy, the outlook for corporate earnings is still highly uncertain, but markets have bounced almost 20% from their lows. Those waiting until the crisi...
20th May 2020
Market briefings looking back at April
A selection of articles, written by our expert investment writers that cover the markets looking back through April.
19th May 2020
Lessons from a crisis
Stock market crises may not feel much fun at the time, but they can provide a handy lesson in the right way to run a portfolio.
14th May 2020
Global update: Painful consequences
Following March’s collapse in share prices, global stock markets made a partial recovery in April, although most major indices still sustained double-digit losses compared with the start of the year....
11th May 2020
A short history of market crashes (and why they don’t matter)
Since Tulip mania took hold of the Dutch in 1637, stock markets have been subject to crashes. In the longer term, the price of any individual investment may reflect its real value, but in the short-te...
1st May 2020
Five pieces of genuine reassurance to give clients in difficult markets
The scary falls in the FTSE 100 are those that make headlines, but most investors with a well-managed portfolio won’t have taken the full-force of the blow.
23rd Apr 2020
Market briefings looking back at March
A selection of articles, written by our expert investment writers that cover the markets looking back through March.
20th Apr 2020
Global bond market review: Bond yields fall to new lows
Having fallen steeply during February, global bond yields continued their decline in March.
17th Apr 2020
Hey, big spender
Hot on the heels of the Bank of England’s emergency rate cut, Chancellor of the Exchequer Rishi Sunak delivered his first Budget since his appointment in February 2020.
12th Mar 2020
Market briefings looking back at February
A selection of articles, written by our expert investment writers that cover the markets looking back through February.
5th Mar 2020
Market briefings looking back at January
A selection of articles, written by our expert investment writers that cover the markets looking back through January.
13th Feb 2020
Suhail Shaikh, Chief Investment Officer, Fulcrum Asset Management
28th Jan 2020
JP Morgan US Equity Income: Square Mile Talking Factsheet
A disciplined approach that seeks to deliver superior risk adjusted returns.
29th Apr 2019
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.
31st Mar 2019
M&G Emerging Markets Bond
Square Mile's Victoria Hasler discusses M&G Emerging Markets Bond.
23rd Jan 2019
Academy of Funds
Visit Square Mile’s free-to-access Academy of Funds to access our latest research and opinion across over 300 funds, including our newly launched Fund Dashboard
16th Nov 2018
Hello and welcome to the latest issue of Hub News. Markets appear to have recovered from their headless chicken panic at the start of the year, but investors have been left bruised by the experience...
13th Sep 2016
Financial adviser magazine
Hub News provides up-to-date news and views for financial advisers, with expert opinions and analysis from leading opinion formers in the industry. As an online financial magazine, Hub News is continu...
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