Mark Barnett is back with a new role alongside Paul Marriage at Tellworth. Could greater freedom and flexibility see a brighter future for the fallen star?

Adviser-Hub 14th Apr 2021

The reflation trade continues in earnest, with cyclical sectors leading markets in recent weeks. However, could problems in the vaccine rollout disrupt markets’ assumptions?

Adviser-Hub 7th Apr 2021

The global economic outlook has improved, according to the OECD, which upgraded its growth forecasts, as vaccine rollouts gain momentum and governments – particularly the US – provide stimulus support...

Adviser-Hub 6th Apr 2021

Deliveroo’s IPO fell flat in early trading: it may be a temporary blip.

Adviser-Hub 31st Mar 2021

There is more choice than ever for those that want to invest with purpose. There will be vanilla ESG funds, through to highly specialised impact or thematic funds.

Adviser-Hub 30th Mar 2021

Impact bonds are an important investment option that has made big strides in recent years – how can they help to make the world more sustainable?

Adviser-Hub 30th Mar 2021

Some investors are worried that inflation is set to rise. Schroders’ Sean Markowicz, Strategist, Research and Analytics, assesses which equity sectors could prove most resilient.

Adviser-Hub 30th Mar 2021

James Anderson’s may be leaving Baillie Gifford in April next year, but the investment philosophy he has put in place looks set to thrive long after his departure.

Adviser-Hub 25th Mar 2021

One of the thorniest issues for advisers has been how to measure ESG, impact or sustainable fund performance and then explain that performance clearly to clients.

Adviser-Hub 24th Mar 2021

Global bond yields surged during February as hopes over economic recovery and speculation over rising inflationary pressures prompted investors to sell off global bonds.

Adviser-Hub 22nd Mar 2021

Former President of the European Central Bank (ECB) Mario Draghi took the helm of Italy’s government during February.

Adviser-Hub 22nd Mar 2021

Japan’s economy expanded by 3% year on year during the final quarter of 2020, having grown by 5.3% in the previous quarter.

Adviser-Hub 22nd Mar 2021

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

Adviser-Hub 22nd Mar 2021

From Brexit to Covid to ecommerce and agile working, there have been a litany of problems for the commercial property sector. Could there be better times ahead?

Adviser-Hub 18th Mar 2021

Gilt prices fell and yields rose following the announcement of a gradual lifting of Covid-19 restrictions as investors considered the likelihood that inflationary pressures will start to build and the...

Adviser-Hub 18th Mar 2021

Having reached a fresh all-time high in the middle of February, the technology-rich Nasdaq Index fell towards the end of the month.

Adviser-Hub 16th Mar 2021

During February, investment sentiment was buoyed by significant progress in the UK’s vaccination programme, followed by confirmation that lockdown measures are set to be eased from March onwards.

Adviser-Hub 16th Mar 2021

UK investor sentiment was boosted in February by evidence that the UK’s Covid-19 vaccination programme is progressing well: more than 20 million people had received their first jab by the end of the m...

Adviser-Hub 16th Mar 2021

Just in case anyone still thought that ESG was a fad, 2020 showed otherwise.

Adviser-Hub 16th Mar 2021

The year has started badly for fixed income, but ultimately, it may bring greater opportunity as yields rise.

Adviser-Hub 10th Mar 2021

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.

Adviser-Hub 10th Mar 2021

The Hill Review recommends changes to the UK listing rules. It may help shake off the fuddy-duddy reputation of UK markets.

Adviser-Hub 3rd Mar 2021

Although most major equity indices ended February in positive territory, the month finished on a question-mark.

Adviser-Hub 3rd Mar 2021

New legislation due to come into effect in March promises to pave the way for better reporting and disclosure of ESG risks.

Adviser-Hub 25th Feb 2021

It’s starting to get nasty in fixed income markets, with yield rising and prices tumbling. Is this the moment the ‘lower for longer’ trade finally comes to an end?

Adviser-Hub 24th Feb 2021

The world is used to dancing to the US’s beat. The US has been economically, culturally and militarily dominant for much of the last sixty years. However, recent events have weakened its hand.

Adviser-Hub 19th Feb 2021

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

Adviser-Hub 17th Feb 2021

It’s safe to say Neil Woodford’s comeback hasn’t been universally welcomed.

Adviser-Hub 17th Feb 2021

Politics and economics were intertwined in the US during January as President Joe Biden took office. America’s 46th President has inherited a faltering economy.

Adviser-Hub 16th Feb 2021

Eight years of growth was wiped off UK dividends during 2020, according to Link Group’s Dividend Monitor. Dividend payments fell by at a headline rate of 44% year on year.

Adviser-Hub 16th Feb 2021

As Covid-19 infection rates continued to spread during December and into January, new lockdown measures were imposed across the UK.

Adviser-Hub 16th Feb 2021

The yield on the benchmark UK gilt dipped early in January as Prime Minister Boris Johnson announced fresh lockdown measures to stem a rapid increase in Covid-19 infections.

Adviser-Hub 16th Feb 2021

Global bond yields rose during January as the news that the Democratic party had gained control of the US Senate stoked hopes of higher stimulus spending and a consequent boost to inflation.

Adviser-Hub 16th Feb 2021

Europe was blighted by a fresh wave of lockdown measures during January in response to rising Covid-19 infection rates. Economic activity in the eurozone is unlikely to recover to pre-pandemic levels...

Adviser-Hub 16th Feb 2021

China’s economy achieved its most rapid quarterly expansion for two years during the final three months of 2020, posting growth of 6.5% during the period.

Adviser-Hub 16th Feb 2021

Despite a surge in Covid-19 infections that led to a state of emergency being declared in the four prefectures of Tokyo, Chiba, Saitama, and Kanagawa, Japan’s benchmark Nikkei 225 Index reached a thre...

Adviser-Hub 16th Feb 2021

The Great Reset is a new initiative from the World Economic Forum and the Prince of Wales, designed to guide governments across the world down the path to a more resilient, sustainable world beyond co...

Adviser-Hub 15th Feb 2021

Inflation has gone from bogeyman to benign, but could that be about to change as economies revive?

Adviser-Hub 10th Feb 2021

Even though markets have recovered since the crash in February 2020, they have held plenty of surprises for investors.

Adviser-Hub 10th Feb 2021

Investors have been showing renewed interest in emerging markets. Is this the right way to play the reflation trade?

Adviser-Hub 4th Feb 2021

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 4th Feb 2021

Financial markets are becoming increasingly vulnerable to a sharp correction that would, in turn, jeopardise stability, according to the International Monetary Fund (IMF).

Adviser-Hub 2nd Feb 2021

2021 is not panning out as we planned. It’s delivered more lockdowns, new Covid-19 strains and a fresh assault on the global economy. Should stock market bubble be added to the list of concerns?

Adviser-Hub 27th Jan 2021

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

Adviser-Hub 20th Jan 2021

Weak trade data dealt a blow to Japanese investors during December. Exports had grown at an annualised rate of only 0.2% in October, raising hopes that they would achieve some long-awaited growth in N...

Adviser-Hub 20th Jan 2021

Joe Biden takes on a raft of seemingly intractable problems when he takes office this week, but the buoyant US stock market hasn’t been one of them.

Adviser-Hub 20th Jan 2021

Share prices rose strongly in the US during December, boosted by the news that President Donald Trump had – despite raising many objections – signed into law a coronavirus relief package worth US$900...

Adviser-Hub 19th Jan 2021

Global dividends are calculated to have fallen during 2020 at a headline rate of 15.7% in a best-case scenario and by 18.5% in a worst-case scenario, according to Janus Henderson’s Global Dividend Ind...

Adviser-Hub 19th Jan 2021

With a matter of days left before the end of the transition period, the UK and EU finally reached a post-Brexit trade deal.

Adviser-Hub 19th Jan 2021

The yield on the benchmark UK gilt fell from 0.31% to 0.20% over December as a whole as investors reacted to the news of tightening coronavirus-related restrictions in response to rising infection rat...

Adviser-Hub 19th Jan 2021

2021 is expected to be a challenging year for lower-rated sovereigns. There were six sovereign defaults during 2020 – Argentina, Belize, Lebanon, Ecuador, Suriname, and Zambia.

Adviser-Hub 18th Jan 2021

European equity markets generally welcomed the news that the UK and EU had finally managed to thrash out a post-Brexit trade deal with only a week left before the end of the transition period.

Adviser-Hub 18th Jan 2021

Brazil emerged from recession during the third quarter of 2020: the country’s economy grew by 7.7%, posting its strongest growth since 1996.

Adviser-Hub 18th Jan 2021

A new raft of EU disclosure requirements on sustainability are in the offing. What are the implications for investors?

Adviser-Hub 13th Jan 2021

After considerable wrangling, the UK and EU have finally agreed a deal. Why aren’t financial markets more excited?

Adviser-Hub 6th Jan 2021

After a tumultuous year in which the coronavirus pandemic gripped the world, many major stock markets ended 2020 in positive territory.

Adviser-Hub 5th Jan 2021

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.

Adviser-Hub 16th Dec 2020

Share prices surged in the US during November, driven up by significant progress in Covid-19 vaccine developments.

Adviser-Hub 15th Dec 2020

UK share prices surged and yields fell during November as investors became increasingly optimistic over prospects for economic recovery.

Adviser-Hub 15th Dec 2020

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.

Adviser-Hub 15th Dec 2020

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...

Adviser-Hub 15th Dec 2020

Investors’ attention shifted from safe havens to riskier assets during November.

Adviser-Hub 15th Dec 2020

Although November in Europe was characterised by rising Covid-19 infection rates and lacklustre economic data, share prices soared over the month.

Adviser-Hub 15th Dec 2020

Share prices in China rose following the news of Joe Biden’s victory in the US Presidential election.

Adviser-Hub 15th Dec 2020

Equity markets in Asia performed strongly during November, driven by hopes that Covid-19 vaccines will soon be widely available.

Adviser-Hub 15th Dec 2020

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

Adviser-Hub 15th Dec 2020

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?

Adviser-Hub 10th Dec 2020

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.

Adviser-Hub 8th Dec 2020

After a horrible year, can investors be more optimistic about the prospects for equity income next year? It depends.

Adviser-Hub 3rd Dec 2020

As Chancellor Sunak gives a depressing view of the UK economy in his Spending Review, tax rises appear inevitable.

Adviser-Hub 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.

Adviser-Hub 25th Nov 2020

Between the Covid-19 outbreak and the trade war, it looked like tough times ahead for China. The reality has been very different.

Adviser-Hub 18th Nov 2020

The prospect of a vaccine has ignited stock markets, but will it really be the panacea that investors expect?

Adviser-Hub 12th Nov 2020

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.

Adviser-Hub 11th Nov 2020

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...

Adviser-Hub 11th Nov 2020

China’s economy continued to rebound from the impact of the Covid-19 pandemic.

Adviser-Hub 11th Nov 2020

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%

Adviser-Hub 11th Nov 2020

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

Adviser-Hub 11th Nov 2020

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.

Adviser-Hub 10th Nov 2020

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...

Adviser-Hub 5th Nov 2020

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.

Adviser-Hub 5th Nov 2020

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.

Adviser-Hub 5th Nov 2020

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.

Adviser-Hub 5th Nov 2020

The US election could go either way, but neither candidate looks set to check the growing power of Asia.

Adviser-Hub 4th Nov 2020

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.

Adviser-Hub 3rd Nov 2020

Share prices fell heavily around the world during October as Covid-19 infection rates continued to rise.

Adviser-Hub 2nd Nov 2020

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.

Adviser-Hub 28th Oct 2020

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.

Adviser-Hub 21st Oct 2020

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...

Adviser-Hub 14th Oct 2020

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...

Adviser-Hub 14th Oct 2020

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

Adviser-Hub 14th Oct 2020

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.

Adviser-Hub 14th Oct 2020

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.

Adviser-Hub 14th Oct 2020

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...

Adviser-Hub 14th Oct 2020

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...

Adviser-Hub 14th Oct 2020

Risk-averse investors focused on perceived safe havens during September, spurred by fears that fresh lockdown measures could undermine economic recovery.

Adviser-Hub 14th Oct 2020

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...

Adviser-Hub 14th Oct 2020

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...

Adviser-Hub 14th Oct 2020

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.

Adviser-Hub 14th Oct 2020

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.

Adviser-Hub 12th Oct 2020

The UK Equity income sector has been a tough place over the last five years. Is there any hope ahead for beleaguered investors?

Adviser-Hub 7th Oct 2020

The upcoming election has showed US democracy in an unflattering light: there are tough times ahead for the land of stars and stripes.

Adviser-Hub 1st Oct 2020

As the damage to the global economy from Covid-19 becomes clear, few central bankers would contemplate raising rates.

Adviser-Hub 28th Sep 2020

Predictions for the demise of China may have been exaggerated. There are signs it is recovering fast.

Adviser-Hub 23rd Sep 2020

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?

Adviser-Hub 21st Sep 2020

The US dollar weakened against the pound and the euro as Fed Chair Jerome Powell announced a new inflation strategy.

Adviser-Hub 17th Sep 2020

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,...

Adviser-Hub 17th Sep 2020

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.

Adviser-Hub 17th Sep 2020

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.

Adviser-Hub 17th Sep 2020

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

Adviser-Hub 17th Sep 2020

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...

Adviser-Hub 16th Sep 2020

UK investors suffered some of the most severe dividend cuts in the world during the second quarter.

Adviser-Hub 16th Sep 2020

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.

Adviser-Hub 16th Sep 2020

Government debt breached £2 trillion for the first time in July, driven higher by spending to shore up the economy.

Adviser-Hub 16th Sep 2020

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.

Adviser-Hub 11th Sep 2020

With a low Dollar, low valuations and recovering economies, these should be buoyant times for emerging markets, but buyers are thin on the ground.

Adviser-Hub 10th Sep 2020

Global share prices generally rose during August as investors took heart from ongoing fiscal and monetary support alongside some encouraging economic data.

Adviser-Hub 3rd Sep 2020

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?

Adviser-Hub 2nd Sep 2020

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.

Adviser-Hub 26th Aug 2020

The value of Apple hit $2trillion this week after a significant rise in its share price over the last three months.

Adviser-Hub 20th Aug 2020

The UK’s economic output slumped in the second quarter – and the future’s not looking too bright either.

Adviser-Hub 12th Aug 2020

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

Adviser-Hub 12th Aug 2020

UK share prices continued to fall during July as investors’ worries about the possibility of another wave of coronavirus infection.

Adviser-Hub 11th Aug 2020

Share prices in the UK generally fell during July amid mounting concerns over the impact of a possible coronavirus “second wave”.

Adviser-Hub 11th Aug 2020

Gilt yields continued their decline during July, driven down by concerns over the prospect of a “second wave” of coronavirus cases.

Adviser-Hub 11th Aug 2020

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.

Adviser-Hub 11th Aug 2020

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.

Adviser-Hub 11th Aug 2020

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.

Adviser-Hub 11th Aug 2020

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...

Adviser-Hub 11th Aug 2020

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...

Adviser-Hub 11th Aug 2020

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...

Adviser-Hub 5th Aug 2020

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.

Adviser-Hub 5th Aug 2020

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.

Adviser-Hub 5th Aug 2020

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

Adviser-Hub 5th Aug 2020

US markets have outperformed for a decade, but can this continue in the face of a woeful Covid-19 response and political uncertainty?

Adviser-Hub 5th Aug 2020

As US businesses reopened their doors, retail sales surged during May following steep falls in March and April, rising by 17.7%.

Adviser-Hub 5th Aug 2020

Although UK share prices generally strengthened over June as lockdown measures continued to ease, the outlook for dividend payments remained uncertain.

Adviser-Hub 5th Aug 2020

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...

Adviser-Hub 5th Aug 2020

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.

Adviser-Hub 5th Aug 2020

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...

Adviser-Hub 4th Aug 2020

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...

Adviser-Hub 29th Jul 2020

It’s been a torrid time for UK income investors, but there may be reasons for cheer amid the gloom.

Adviser-Hub 23rd Jul 2020

Active managers should thrive in a crisis. While passive managers can only watch, active managers can get busy. But have they delivered?

Adviser-Hub 16th Jul 2020

Chancellor Rishi Sunak has encouraged a summer of spending to revive the UK’s flagging economy, but can it be saved?

Adviser-Hub 8th Jul 2020

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.

Adviser-Hub 6th Jul 2020

Even the best fund manager needs checks and balances to prevent serious mistakes.

Adviser-Hub 2nd Jul 2020

The UK is still an important weighting in many investor portfolios, but it’s been a dismal performer. Is that about to change?

Adviser-Hub 25th Jun 2020

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.

Adviser-Hub 24th Jun 2020

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...

Adviser-Hub 24th Jun 2020

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...

Adviser-Hub 24th Jun 2020

There’s no shortage of people offering advice on investment: Some – Warren Buffet or George Soros – may be worth listening to.

Adviser-Hub 24th Jun 2020

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...

Adviser-Hub 24th Jun 2020

Financial advisers have historically been cautious when integrating technology into their business models.

Adviser-Hub 24th Jun 2020

With UK dividends under considerable pressure, have Asian companies continued to deliver payouts to shareholders?

Adviser-Hub 17th Jun 2020

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

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

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

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

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

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

It’s been a better time for value stocks, but markets have been here before. Can their recent strength endure?

Adviser-Hub 10th Jun 2020

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

Adviser-Hub 10th Jun 2020

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

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

Adviser-Hub 10th Jun 2020

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

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...

Adviser-Hub 2nd Jun 2020

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

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

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...

Adviser-Hub 20th May 2020

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

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

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

Adviser-Hub 19th May 2020

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

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

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

Adviser-Hub 19th May 2020

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

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

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

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

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.

Adviser-Hub 14th May 2020

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....

Adviser-Hub 11th May 2020

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

Adviser-Hub 6th May 2020

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...

Adviser-Hub 1st May 2020

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

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

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.

Adviser-Hub 23rd Apr 2020

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

Adviser-Hub 20th Apr 2020

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

Adviser-Hub 20th Apr 2020

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

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

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

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

Adviser-Hub 20th Apr 2020

Having fallen steeply during February, global bond yields continued their decline in March.

Adviser-Hub 17th Apr 2020

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

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

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

“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

Over the past few months investors have been rocked by coronavirus fears, leading to one of the most turbulent times in financial market history. Read the latest thoughts of our investment experts – a...

Adviser-Hub 14th Apr 2020

In this uncertain and rapidly changing environment it’s now more important than ever to stay on top of the latest market developments. Sign up now to the regular updates from our Market Insights t...

Adviser-Hub 14th Apr 2020

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

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

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

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

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

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

Adviser-Hub 19th Mar 2020

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

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

Adviser-Hub 18th Mar 2020

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

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

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

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

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

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

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.

Adviser-Hub 12th Mar 2020

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

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

Adviser-Hub 5th Mar 2020

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

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

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

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

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

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

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

Adviser-Hub 4th Mar 2020

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

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

Adviser-Hub 26th Feb 2020

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

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

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

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

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

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

Adviser-Hub 13th Feb 2020

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

Adviser-Hub 12th Feb 2020

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

Adviser-Hub 12th Feb 2020

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

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

Adviser-Hub 12th Feb 2020

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

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

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

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

Adviser-Hub 30th Jan 2020

Suhail Shaikh, Chief Investment Officer, Fulcrum Asset Management

Adviser-Hub 28th Jan 2020

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

Adviser-Hub 23rd Jan 2020

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

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

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

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

Adviser-Hub 15th Jan 2020

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

Adviser-Hub 15th Jan 2020

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

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

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

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

Adviser-Hub 15th Jan 2020

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

Adviser-Hub 15th Jan 2020

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

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

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

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

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

Adviser-Hub 20th Dec 2019

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

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

Adviser-Hub 20th Dec 2019

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

Adviser-Hub 20th Dec 2019

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

Adviser-Hub 18th Dec 2019

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

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

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

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

Adviser-Hub 27th Nov 2019

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

Adviser-Hub 20th Nov 2019

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

Adviser-Hub 13th Nov 2019

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

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

Adviser-Hub 7th Nov 2019

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

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

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

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

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

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

Adviser-Hub 7th Nov 2019

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

Adviser-Hub 7th Nov 2019

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

Adviser-Hub 6th Nov 2019

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

Adviser-Hub 6th Nov 2019

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

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

Adviser-Hub 23rd Oct 2019

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

Adviser-Hub 16th Oct 2019

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

Adviser-Hub 15th Oct 2019

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

Adviser-Hub 15th Oct 2019

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

Adviser-Hub 15th Oct 2019

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

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

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

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

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

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

Adviser-Hub 15th Oct 2019

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

Adviser-Hub 9th Oct 2019

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

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

Adviser-Hub 2nd Oct 2019

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

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

Adviser-Hub 18th Sep 2019

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

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

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

Adviser-Hub 16th Sep 2019

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

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

Adviser-Hub 16th Sep 2019

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

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

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

Adviser-Hub 16th Sep 2019

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

Adviser-Hub 16th Sep 2019

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

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

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

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

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

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

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

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

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

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

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

Adviser-Hub 19th Aug 2019

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

Adviser-Hub 19th Aug 2019

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

Adviser-Hub 19th Aug 2019

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

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

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

Adviser-Hub 8th Aug 2019

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

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

This week saw Boris Johnson anointed as UK Prime Minister.

Adviser-Hub 25th Jul 2019

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

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

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

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

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

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

Adviser-Hub 10th Jul 2019

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

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

Adviser-Hub 10th Jul 2019

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

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

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

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

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

Adviser-Hub 10th Jul 2019

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

Adviser-Hub 4th Jul 2019

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

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

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

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

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

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

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

Adviser-Hub 12th Jun 2019

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

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

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

Adviser-Hub 12th Jun 2019

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

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

Adviser-Hub 12th Jun 2019

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

Adviser-Hub 12th Jun 2019

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

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

Adviser-Hub 12th Jun 2019

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

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

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

Adviser-Hub 30th May 2019

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

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

Adviser-Hub 23rd May 2019

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

Adviser-Hub 16th May 2019

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

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

Adviser-Hub 14th May 2019

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

Adviser-Hub 14th May 2019

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

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

Adviser-Hub 14th May 2019

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

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

Adviser-Hub 14th May 2019

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

Adviser-Hub 13th May 2019

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

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

Adviser-Hub 9th May 2019

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

Adviser-Hub 8th May 2019

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

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

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

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

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

Adviser-Hub 18th Apr 2019

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

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

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

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

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

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

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

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

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

Adviser-Hub 17th Apr 2019

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

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

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

Adviser-Hub 11th Apr 2019

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

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

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 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

“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

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

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

Every month we review global market developments, highlighting the best and worst performing sectors globally. The report covers the following market segments: · Global market overview · US Equiti...

Adviser-Hub 1st Apr 2019

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

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

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

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

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

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

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

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

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

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

Adviser-Hub 14th Mar 2019

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

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

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

Adviser-Hub 7th Mar 2019

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

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

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

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

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

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

Adviser-Hub 6th Mar 2019

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Adviser-Hub 18th Feb 2019

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

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

Adviser-Hub 14th Feb 2019

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

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

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

Adviser-Hub 4th Feb 2019

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

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

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

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

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

Adviser-Hub 23rd Jan 2019

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

Adviser-Hub 23rd Jan 2019

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

Adviser-Hub 18th Jan 2019

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

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

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

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

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

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

Adviser-Hub 10th Jan 2019

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

Adviser-Hub 8th Jan 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

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

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

Adviser-Hub 3rd Jan 2019

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

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

Adviser-Hub 22nd Dec 2018

Adviser-Hub 21st Dec 2018

Adviser-Hub 21st Dec 2018

Adviser-Hub 21st Dec 2018

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

Adviser-Hub 21st Dec 2018

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

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

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

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

Adviser-Hub 20th Dec 2018

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

Adviser-Hub 19th Dec 2018

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

Adviser-Hub 19th Dec 2018

Adviser-Hub 19th Dec 2018

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

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

​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

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

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

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

​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

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

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

Big Data is transforming our lives. Uncover its potential.

Adviser-Hub 18th Dec 2018

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

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

Adviser-Hub 18th Dec 2018

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

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

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

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

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

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

Adviser-Hub 18th Dec 2018

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

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

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

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

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

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

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

Adviser-Hub 18th Dec 2018

Adviser-Hub 18th Dec 2018

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Adviser-Hub 7th Dec 2018

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

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

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

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

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

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

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

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

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

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

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...