articles from Adviser-Hub

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

Adviser-Hub 8th Nov 2024

Analysis & Opinion

The Week: Bond market wobbles as Trump wins

Longer-dated treasuries signalled nervousness around Trump’s victory.

Adviser-Hub 7th Nov 2024

Analysis & Opinion

The Week: Budget 2024: bond market nerves

Since the Liz Truss debacle, chancellors have lived in fear of the bond market. Has Rachel Reeves kept it sweet?

Adviser-Hub 31st Oct 2024

Analysis & Opinion

Budget 2024: fixing the foundations?

In Labour’s first Budget since 2010, Chancellor of the Exchequer Rachel Reeves announced £40 billion-worth of higher taxes alongside increased investment in health, education, defe...

Adviser-Hub 31st Oct 2024

Analysis & Opinion

The Week: UK dividend drop: a worrying sign?

UK dividends are down, with weakness in the mining sector, the strength of sterling and a preference for share buybacks weighing on returns.

Adviser-Hub 24th Oct 2024

Analysis & Opinion

The Week: Is China back?

Chinese market for almost as long as they’ve been calling a recovery in the UK. After a big stimulus package and a rally in share prices, is that recovery finally here?

Adviser-Hub 17th Oct 2024

Analysis & Opinion

The Week: Cost disclosure: investment trusts bounce back

The regulator has resolved the problems around cost disclosure for investment trusts, but platforms still have concerns.

Adviser-Hub 10th Oct 2024

Analysis & Opinion

Global updates: US markets surge to new highs

Equity markets dipped early in September, dragged lower by concerns about the outlook for the US economy that were compounded by disappointing employment data and sharp declines in technology share...

Adviser-Hub 9th Oct 2024

Market Updates

UK market review: Political concerns hit sentiment

Concerns over the possible measures contained in the new Labour Government’s Autumn Budget – which is scheduled to take place on 30 October.

Adviser-Hub 9th Oct 2024

Market Updates

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

Adviser-Hub 9th Oct 2024

Analysis & Opinion

The Week: Tax changes and UK small caps

The small cap recovery is on pause while investors wait for the October budget.

Adviser-Hub 3rd Oct 2024

Analysis & Opinion

The Week: Labour keeps savers guessing

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

Adviser-Hub 26th Sep 2024

Analysis & Opinion

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

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

Adviser-Hub 19th Sep 2024

Market Updates

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

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

Adviser-Hub 19th Sep 2024

VIDEO

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

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

Adviser-Hub 18th Sep 2024

VIDEO

How UK markets are changing – panel discussion video #2

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

Adviser-Hub 17th Sep 2024

VIDEO

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

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

Adviser-Hub 16th Sep 2024

Analysis & Opinion

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

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

Adviser-Hub 12th Sep 2024

Analysis & Opinion

Where does value lie in the UK market?

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

Adviser-Hub 9th Sep 2024

Market Updates

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

Adviser-Hub 6th Sep 2024

Analysis & Opinion

UK market review: Volatility hits UK markets

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

Adviser-Hub 6th Sep 2024

Analysis & Opinion

Investing for income

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

Adviser-Hub 6th Sep 2024

Analysis & Opinion

The Week: Mounting volatility in investment markets

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

Adviser-Hub 5th Sep 2024

Analysis & Opinion

How UK markets are changing

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

Adviser-Hub 5th Sep 2024

Analysis & Opinion

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

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

Adviser-Hub 5th Sep 2024

Analysis & Opinion

Can political and economic stability drive UK equities?

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

Adviser-Hub 2nd Sep 2024

Analysis & Opinion

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

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

Adviser-Hub 29th Aug 2024

Analysis & Opinion

The Week: Investors should exercise caution on fixed income exuberance

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

Adviser-Hub 22nd Aug 2024

Analysis & Opinion

The Week: Does the US election matter?

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

Adviser-Hub 15th Aug 2024

Analysis & Opinion

The Week: Is the US really heading for recession?

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

Adviser-Hub 8th Aug 2024

Market Updates

Global updates: A shift in sentiment?

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

Adviser-Hub 6th Aug 2024

Market Updates

UK market review: “Difficult decisions”

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

Adviser-Hub 6th Aug 2024

Market Updates

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

Adviser-Hub 6th Aug 2024

Analysis & Opinion

The Week: Interest rate fever

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

Adviser-Hub 1st Aug 2024

Analysis & Opinion

Interest rate update: “Finely balanced”

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

Adviser-Hub 1st Aug 2024

Analysis & Opinion

The Week: UK turnaround?

It’s not the first time a turnaround has been flagged for the UK market, but this time, it could be different.

Adviser-Hub 25th Jul 2024

Analysis & Opinion

The Week: UK dividends: buoyant growth

The UK market is a fertile hunting growth for dividend investors, but it could be worth looking beyond the FTSE 100.

Adviser-Hub 17th Jul 2024

Analysis & Opinion

The Week: It’s the debt, stupid

Fund managers will often say that politics has little influence on financial markets, but with soaring debt levels, politics may matter more than usual.

Adviser-Hub 11th Jul 2024

Market Updates

Global updates: Fed holds steady for another month

In a landmark year – notable for the sheer number of elections around the world – share prices in Europe were knocked during June by French President Emmanuel Macron’s surprise an...

Adviser-Hub 3rd Jul 2024

Market Updates

UK market review: Inflation finally hits the target

Politics continued to garner headlines during June during the run-up to the General Election. Ahead of the election, however, the Institute for Fiscal Studies criticised the principal political par...

Adviser-Hub 3rd Jul 2024

Market Updates

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

Adviser-Hub 3rd Jul 2024

Analysis & Opinion

The Week: Ooh la la: trouble across the Channel

Macron’s ill-advised decision to call a snap election has plunged French politics – and its financial markets – into turmoil.

Adviser-Hub 3rd Jul 2024

Analysis & Opinion

The Week: The investment trust mega-merger

Alliance Trust and Witan are to merge, creating one of the largest UK-listed investment trusts. It could be a good deal for all sides.

Adviser-Hub 27th Jun 2024

Analysis & Opinion

Protecting yourself from financial scams

Financial scamming operations have become increasingly sophisticated and technological innovations have made it even harder to tell a scam from the real thing.

Adviser-Hub 27th Jun 2024

Analysis & Opinion

The Financial Services Compensation Scheme (FSCS)

The Financial Services Compensation Scheme (FSCS) covers all companies regulated by the Financial Conduct Authority (FCA) and the Prudential Regulatory Authority (PRA), including banks, building so...

Adviser-Hub 26th Jun 2024

Analysis & Opinion

The Week: The manifestos are out

The major political parties made their pledges to the nation this week, but did they contain anything radical?

Adviser-Hub 20th Jun 2024

Analysis & Opinion

The Week: Europe: political uncertainty outweighs rate cuts

European markets had been set to accelerate, but political tensions may halt their progress.

Adviser-Hub 13th Jun 2024

Analysis & Opinion

The Week: Can the election change the trajectory of UK growth?

As Labour and the Conservatives battle their way to the polls, can either party boost economic growth in the UK?

Adviser-Hub 6th Jun 2024

Market Updates

Global updates: It depends on the data

Despite the prospect of ‘higher-for-longer’ interest rates, US equity markets rebounded in May, boosted by a strong performance from the technology sector.

Adviser-Hub 6th Jun 2024

Market Updates

UK market review: UK heads for the ballot box

The UK was placed on an election footing during May as Prime Minister Rishi Sunak announced a snap General Election. UK voters will head to the polls on 4 July. Although the announcement was unexpe...

Adviser-Hub 6th Jun 2024

Market Updates

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

Adviser-Hub 6th Jun 2024

Analysis & Opinion

The Week: Goldilocks no more?

The UK economy briefly looked like it might achieve a ‘not too hot and not too cold’ outcome, but markets are starting to doubt it.

Adviser-Hub 30th May 2024

Analysis & Opinion

The Week: Chasing the technology trade

Investors are still ploughing capital into US funds. It has an ‘end of the party’ feel.

Adviser-Hub 23rd May 2024

Analysis & Opinion

The Week: Markets celebrate better news on inflation

As inflation prints drop, is it go-go-go on rate cuts? Markets seem to think so.

Adviser-Hub 16th May 2024

Market Updates

Global updates: “A sometimes bumpy path”

Investor sentiment around the world was dampened during April as higher-than-expected inflation and employment data from the US stifled hopes of an imminent reduction in interest rates.

Adviser-Hub 13th May 2024

Market Updates

UK market review: FTSE 100 hits record high

Although many developed markets fell over the month following disappointing US inflation data, the FTSE 100 Index reached a new all-time high, driven up by sterling’s weakness against the US...

Adviser-Hub 13th May 2024

Market Updates

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

Adviser-Hub 13th May 2024

Analysis & Opinion

The Week: Who’d be a central banker?

A rate cut always looked unlikely, but the devil will be the detail as the Bank of England shows its working.

Adviser-Hub 9th May 2024

Analysis & Opinion

The Week: China: finally, a turnaround?

Few dispute the difficulties still facing the Chinese economy. However, they may not prevent a revival in the country’s stock market.

Adviser-Hub 1st May 2024

Analysis & Opinion

The Week: Tech bust?

It’s been a tricky few weeks for the technology sector, after some early results suggested growth expectations may have gone too far.

Adviser-Hub 25th Apr 2024

Analysis & Opinion

Opportunities in the US market today

The US economy has continued to defy expectations. Rising interest rates have made little dent in the country’s GDP trajectory, with a buoyant jobs market supporting consumer spending. Howeve...

Adviser-Hub 25th Apr 2024

Analysis & Opinion

Magnificent Seven or bust?

The US economy has continued to defy expectations. Rising interest rates have made little dent in the country’s GDP trajectory, with a buoyant jobs market supporting consumer spending. Howeve...

Adviser-Hub 23rd Apr 2024

Analysis & Opinion

Are investors missing the vulnerabilities in the US economy?

The US economy has continued to defy expectations. Rising interest rates have made little dent in the country’s GDP trajectory, with a buoyant jobs market supporting consumer spending. Howeve...

Adviser-Hub 18th Apr 2024

Analysis & Opinion

The Week: US rate rises to take ‘longer than expected’

Jay Powell has finally said what a lot of economists were thinking – US rate rises are some way off, but that shouldn’t deter the ECB and Bank of England.

Adviser-Hub 17th Apr 2024

VIDEO

Opportunities in the US market today – panel discussion video #3

Market leadership is broadening out from its narrow focus on a handful of AI-related megacaps. Fund managers are exploring other growth themes, while also looking at small and mid cap companies onc...

Adviser-Hub 16th Apr 2024

VIDEO

Magnificent Seven or bust – panel discussion video #2

Seven companies led markets higher in 2023, but investors have started to reappraise them since the start of the year. It may be the start of a broadening out of US stock markets. There are plenty...

Adviser-Hub 11th Apr 2024

VIDEO

Are investors missing the vulnerabilities in the US economy? – panel discussion video #1

The US economy has gone from strength to strength in spite of higher interest rates. Nevertheless, some vulnerabilities are emerging - from high debt levels, to inflationary pressures. Do investors...

Adviser-Hub 10th Apr 2024

Analysis & Opinion

The Week: India: Asia’s great success story

India continues to grow at an impressive pace, but this has been reflected in financial market prices. Are there still opportunities for investors?

Adviser-Hub 10th Apr 2024

Market Updates

UK market review: FTSE ends Q1 in positive territory

Having slipped into recession in the final three months of 2023, the UK economy posted month-on-month growth of 0.2% in January, raising hopes that the economy may be picking up.

Adviser-Hub 8th Apr 2024

Market Updates

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

Adviser-Hub 8th Apr 2024

Market Updates

Global updates: Heightened speculation

As expected, the Federal Reserve (Fed) maintained its key federal funds rate at a range of 5.25% to 5.5% in March. Against a backdrop of increasingly heightened speculation over the timing of possi...

Adviser-Hub 5th Apr 2024

Analysis & Opinion

The Week: Is the UK economy turning?

The Prime Minister keeps saying that the ‘plan is working’, but are there really signs of a revival in the UK economy?

Adviser-Hub 4th Apr 2024

Analysis & Opinion

The Week: Scary US debt

US debt levels are reaching ever-scarier levels, and important people are starting to ask questions.

Adviser-Hub 28th Mar 2024

Analysis & Opinion

Pound cost averaging: making regular saving work for you

It’s the eternal conundrum for investors: how to decide when to invest. However, unless you’re gifted with foresight, you can’t predict what the stock market wi...

Adviser-Hub 27th Mar 2024

Analysis & Opinion

ISAs: the basics

An Individual Savings Account (ISA) is a tax-efficient wrapper that provides a home for a number of different types of investment.

Adviser-Hub 25th Mar 2024

Analysis & Opinion

LIFETIME ISAs (LISAs): the basics

Savers aged between 18 and 40 can choose to open a Lifetime ISA (LISA), which is designed to help young people to save not only for a first home, but also for their retirement.

Adviser-Hub 22nd Mar 2024

Analysis & Opinion

The Week: UK inflation: good news?

UK inflation data looks like good news, but will the Bank of England be persuaded?

Adviser-Hub 20th Mar 2024

Analysis & Opinion

JUNIOR ISAs (JISAs): the basics

It’s never too early to start thinking about saving for the future. A Junior Individual Savings Account (JISA) gives children the opportunity to start saving early.

Adviser-Hub 19th Mar 2024

Analysis & Opinion

The Week: The rise and rise of the gold price

The extent of the gold price rally is too much to be explained by interest rate and inflation expectations alone.

Adviser-Hub 13th Mar 2024

Market Updates

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

Adviser-Hub 12th Mar 2024

Market Updates

Global updates: US indices hit new highs

US stock markets continued to forge ahead during February: the Dow Jones Industrial Average Index reached a new closing high.

Adviser-Hub 11th Mar 2024

Market Updates

UK market review: UK in recession

The UK economy slipped into recession during the final quarter of 2023: having contracted by 0.1% in the third quarter.

Adviser-Hub 11th Mar 2024

Market Updates

Spring Budget 2024: balancing act

As expected, Chancellor of the Exchequer Jeremy Hunt announced a cut in National Insurance in a Spring Budget intended to boost long-term growth.

Adviser-Hub 7th Mar 2024

Analysis & Opinion

The Week: Welcome the British ISA?

Will the Chancellor’s latest initiative be enough to revive interest in the UK stock market?

Adviser-Hub 7th Mar 2024

Analysis & Opinion

The Week: ‘Performance chasing’: the way to invest after all?

Investors are warned against chasing past performance, but new analysis shows that it has been a successful strategy over the past decade.

Adviser-Hub 29th Feb 2024

Analysis & Opinion

The Week: Buyback bonanza in the UK

UK companies are announcing buybacks on top of buybacks as they strive to boost their struggling share prices. Will it work?

Adviser-Hub 22nd Feb 2024

Analysis & Opinion

The Week: Inflation divergence

Inflation readings between the major nations are increasingly disparate. Will bond market recognise the gap?

Adviser-Hub 15th Feb 2024

Market Updates

Global updates: “The clouds are beginning to part”

The International Monetary Fund believes “the clouds are beginning to part” and expects the global economy to achieve a soft landing, underpinned by lower inflation and steady growth.

Adviser-Hub 7th Feb 2024

Market Updates

UK market review: Setback for rate-cut hopes

Share prices fell during January as an unexpected uptick in the rate of UK consumer price inflation dampened optimism over the likelihood of interest rate cuts.

Adviser-Hub 7th Feb 2024

Market Updates

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

Adviser-Hub 7th Feb 2024

Analysis & Opinion

The Week: Not so magnificent?

Markets are becoming more discerning. Even some of the technology giants are being re-examined as the focus on fundamentals increases.

Adviser-Hub 7th Feb 2024

Analysis & Opinion

The Week: Prosperity in the year of the dragon?

As China welcomes its new year, will it bring better fortune for its stock market?

Adviser-Hub 1st Feb 2024

Analysis & Opinion

The Week: Rediscovering UK equity income

Investors have shown a marked preference for global equity income over UK equity income in recent years, but the latest dividend statistics should prompt a rethink.

Adviser-Hub 24th Jan 2024

Analysis & Opinion

Market view: The value in unloved UK equities

Alex Wright, portfolio manager of Fidelity Special Situations & Special Values PLC, outlines why value-oriented areas of the UK market represent a strong investment opportunity.

Adviser-Hub 24th Jan 2024

Analysis & Opinion

The Week: Could it all go wrong?

After last year’s rally, markets have looked wobblier in January. Should investors be more cautious?

Adviser-Hub 17th Jan 2024

Analysis & Opinion

Bond and equity markets

It has been a better year than many expected for financial markets, with bonds and equities making gains in 2023.

Adviser-Hub 16th Jan 2024

VIDEO

Bond and equity markets focus for 2024 – panel discussion video #3

Bond and equity markets have ended the year with a bang, as investors have started to worry less about inflationary pressures, but might they have got ahead of themselves on interest rate cuts?&nbs...

Adviser-Hub 15th Jan 2024

Analysis & Opinion

Major events for the year ahead

The trajectory of inflation and interest rates has dominated financial market movements over the past 12 months.

Adviser-Hub 15th Jan 2024

VIDEO

Challenges for the global economy in the year ahead – panel discussion video #2

A US recession has been long-anticipated, but could finally arrive in 2024. For the time being, the consensus is that it will be short-lived and shallow, but what happens if there is a more serious...

Adviser-Hub 14th Jan 2024

Analysis & Opinion

Interest rates and inflation

The trajectory of inflation and interest rates has dominated financial market movements over the past 12 months.

Adviser-Hub 12th Jan 2024

Analysis & Opinion

The Week: Is it really the year of the bond?

Asset allocators have teed up 2024 as the year of the bond, but it is not a one-way street.

Adviser-Hub 11th Jan 2024

VIDEO

Interest rates and inflation: where next? – panel discussion video #1

These two considerations have dominated financial market movements over the past 12 months. At the moment, investors are betting that the global economy will have a soft landing, but are there risk...

Adviser-Hub 10th Jan 2024

Market Updates

Global updates: 2024: the year that rates come down?

Many – but not all – leading equity markets ended 2023 strongly, posting double-digit gains over the calendar year. In the US, the S&P 500 Index rose by 24.2% over 2023.

Adviser-Hub 8th Jan 2024

Market Updates

UK market review: UK ends 2023 with a whimper

Although UK equity markets ended December – and 2023 – in positive territory, their performance compared to most major overseas markets was relatively muted overall.

Adviser-Hub 8th Jan 2024

Market Updates

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

Adviser-Hub 8th Jan 2024

Analysis & Opinion

The Week: Tech or no tech in 2024?

Can big tech keep its crown in the year ahead? The recent rally may have started markets down a different path.

Adviser-Hub 3rd Jan 2024

Market Updates

Interest rate update: have interest rates finally peaked?

The December meetings of three of the world’s leading central banks all ended in no change for their key interest rates.

Adviser-Hub 15th Dec 2023

VIDEO

Hub Themes | Outlook

What’s in store for 2024? Against a fast-moving geopolitical backdrop with ele...

Adviser-Hub 14th Dec 2023

Analysis & Opinion

The Week: The Federal Reserve’s head scratcher

The US central bank has done an abrupt volte-face. What is behind its new guidance on interest rates?

Adviser-Hub 14th Dec 2023

Market Updates

Global updates: Light at the end of the inflation tunnel?

Share prices generally rebounded during November amid mounting optimism that interest rates might have peaked, underpinned by encouraging US and eurozone inflation data.

Adviser-Hub 12th Dec 2023

Market Updates

UK market review: FTSE lags global markets

Although UK equity indices ended November in positive territory, their overall performance was muted compared with many other leading equity markets.

Adviser-Hub 12th Dec 2023

Market Updates

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

Adviser-Hub 12th Dec 2023

Analysis & Opinion

Four golden rules to help you handle market volatility

When uncertainty strikes, financial markets often respond with a period of volatility – and it’s not always easy to remain unflustered when asset prices are swinging back and forth. At...

Adviser-Hub 6th Dec 2023

Analysis & Opinion

Higher interest rates – winners and losers

Whether interest rates are going up or down, a move in monetary policy is always big news. But what are the implications for savers, borrowers, investors, and the wider economy?

Adviser-Hub 6th Dec 2023

Analysis & Opinion

Lower interest rates – winners and losers

Whether interest rates are going up or down, a move in monetary policy is always big news. But what are the implications for savers, borrowers, investors, and the wider economy?

Adviser-Hub 6th Dec 2023

Analysis & Opinion

The Week: The market rally: can it last?

It’s been a bumper month for stock markets, with a wholesale re-embracing of risk over the past month. Does it leave increasingly little margin for error?

Adviser-Hub 6th Dec 2023

Analysis & Opinion

The Week: Regulator’s warning on cash holdings

The regulator’s messaging around pension funds and cash is capricious. Everyone needs to invest, so why not help them do it?

Adviser-Hub 29th Nov 2023

Analysis & Opinion

Autumn Statement 2023: politics & economics

With an eye to the forthcoming General Election, Chancellor of the Exchequer Jeremy Hunt introduced his Autumn Statement as a “Statement for Growth”

Adviser-Hub 27th Nov 2023

Analysis & Opinion

The Week: The missing opportunity in the Autumn statement

The Chancellor missed an opportunity to revive the UK’s capital markets by ditching the British ISA idea.

Adviser-Hub 22nd Nov 2023

Analysis & Opinion

The Week: Apple versus the UK

Investors can buy the whole of the UK market for the same price as Apple. Does that look like a fair trade?

Adviser-Hub 16th Nov 2023

Market Updates

UK market review: Bond sell-off continues

UK share prices fell during October as concerns over the economic outlook were compounded by geopolitical uncertainties following the outbreak of the Israel-Gaza war.

Adviser-Hub 10th Nov 2023

Market Updates

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

Adviser-Hub 10th Nov 2023

Analysis & Opinion

The Week: Investment trust bargains?

Investment trusts are trading at knock-down prices, but does that make them a bargain?

Adviser-Hub 9th Nov 2023

VIDEO

Hub Themes | Bonds

Against a backdrop of ongoing volatility in bond markets, Hub Themes – a curated selection of articles from our sponsors – explores prospects for bonds and assesses t...

Adviser-Hub 3rd Nov 2023

Analysis & Opinion

The Week: Are investors tiring of big tech?

The recent round of earnings for the ‘magnificent seven’ has been greeted with indifference by stock markets. Could investors finally start to look beyond these tech giants for growth?<...

Adviser-Hub 2nd Nov 2023

Market Updates

Interest rate update: Central banks on hold

As expected, central banks in the UK, US and Europe opted to leave interest rates unchanged in late October and early November. Policymakers adopted a “wait-and-see” approach to allow t...

Adviser-Hub 2nd Nov 2023

Analysis & Opinion

The Week: What is the US bond market saying?

US government bond yields keep ticking higher. What are bond markets trying to convey? And should investors be listening?

Adviser-Hub 26th Oct 2023

VIDEO

The opportunities across Asian markets – panel discussion video #4

Three fund managers give their views on the most exciting areas across Asia, but also delve into the potential risks. Jupiter Asset Management's Sam Konrad, Premier Miton Investors' William...

Adviser-Hub 26th Oct 2023

VIDEO

The health of the Asian corporate sector – panel discussion video #3

Asian corporate earnings look set to outstrip those of Western markets over the next 12 months, but where are the greatest pockets of strength? Jupiter Asset Management's Sam Konrad, Premier Mi...

Adviser-Hub 25th Oct 2023

VIDEO

Asian economies: fundamentally stronger? – panel discussion video #2

Asia’s economies seem to have side-stepped many of the problems that are weighing on Western economies – such as inflation, debt, economic stagnation, but can they continue to thrive? J...

Adviser-Hub 23rd Oct 2023

VIDEO

China: is the recovery cancelled or postponed? – panel discussion video #1

China has been the engine of Asian growth, but now appears to be struggling: the reopening has been disappointing and there is now the real spectre of deflation. Can the Asian giant revive? Jupiter...

Adviser-Hub 20th Oct 2023

Analysis & Opinion

The Week: Stubborn inflation a headache for the Bank of England

UK inflation was unchanged for this month. It may be persistently high, but the Bank of England is unlikely to move on interest rates.

Adviser-Hub 18th Oct 2023

Analysis & Opinion

The Asian economic landscape

There are mixed reports on Asia’s economy today. On the one hand, there are fears that China’s weakness will depress the whole region. On the other, Asia’s economies appear to hav...

Adviser-Hub 17th Oct 2023

Analysis & Opinion

The Asian corporate sector

Asian stock market returns have been unexciting in recent years, held back by the region’s slow recovery from Covid, the relative weakness of China and also, the tough comparison set by the U...

Adviser-Hub 17th Oct 2023

Analysis & Opinion

The Week: Oil prices: a worry for central banks?

Oil prices are contributing to higher inflation. Could they push central banks into more rate rises?

Adviser-Hub 12th Oct 2023

Analysis & Opinion

The impact of a slowing China across Asia

China has been the engine of Asian growth since its entry into the World Trade Organisation in 2001. However, its economic grip is weakening

Adviser-Hub 10th Oct 2023

Market Updates

UK market review: UK blue chips strengthen over September

The FTSE 100 Index bucked the global trend during September, posting an increase of 2.3% over the month as sterling’s weakness and higher oil prices provided a boost for blue chips.

Adviser-Hub 9th Oct 2023

Market Updates

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

Adviser-Hub 9th Oct 2023

Market Updates

Global updates: Where next for the Fed?

Global equity markets generally weakened during September, dampened by uncertainties over US monetary policy, higher oil prices, and broader concerns about the global economic outlook.

Adviser-Hub 6th Oct 2023

Analysis & Opinion

The Week: Bond market worries

Long-dated bond yields are rising, as investors start to price in a ‘higher for longer’ scenario. Is this a much-needed adjustment? Or the start of something more worrying?

Adviser-Hub 5th Oct 2023

Analysis & Opinion

The Week: Who wins from a peak in the interest rate cycle?

The Bank of England may be reaching the end of its rate-rising cycle. It may be time to look at some of the sectors that have struggled.

Adviser-Hub 28th Sep 2023

Analysis & Opinion

Interest rate update

The Bank of England held its key interest rate at 5.25% at the MPC’s September meeting. MPC members voted by five to four in favour of no change, ending a run of fourteen consecutive rises th...

Adviser-Hub 22nd Sep 2023

Analysis & Opinion

The Week: Back to the future?

While interest rates may be back to their pre-Lehman highs, the investment environment is not back to business as usual.

Adviser-Hub 20th Sep 2023

Analysis & Opinion

The Week: Inflation: not over yet

Higher oil prices has disturbed the previously benign inflation picture in the US. What are the implications and could it have a knock-on effect in the UK and Eurozone?

Adviser-Hub 14th Sep 2023

Market Updates

Global updates: China weighs on sentiment

Global equity markets generally declined during August as existing preoccupations over inflation and monetary policy were exacerbated by intensifying worries over the outlook for China.

Adviser-Hub 13th Sep 2023

Analysis & Opinion

UK market review: Lacklustre August for UK equities

Share prices fell in the UK during August as deteriorating news about China’s economy compounded UK investors’ existing concerns over inflation, interest rates, and the outlook for the...

Adviser-Hub 13th Sep 2023

Market Updates

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

Adviser-Hub 13th Sep 2023

Analysis & Opinion

The Week: US: too hot?

The US economy keeps coming in hotter than expected. Could it derail the narrative on inflation?

Adviser-Hub 7th Sep 2023

Analysis & Opinion

The Week: Welcome to Swiftonomics

It is the turn of the ladies to boost the world economy this summer. Forget Abenomics or Trussonomics, it’s all about Swiftonomics now.

Adviser-Hub 30th Aug 2023

Analysis & Opinion

The Week: Tough times for the Bank of England

The UK’s central bank has some tough months ahead, with pressure mounting for it to pause on rate hikes.

Adviser-Hub 23rd Aug 2023

Market Updates

Global updates: ECB raise rates again

The annualised rate of US consumer price inflation subsided from 4% in May to 3% in June, fuelling hopes that the Fed might be approaching the end of its tightening cycle.

Adviser-Hub 18th Aug 2023

Market Updates

UK market review: UK profit warnings on the rise

In his annual Mansion House speech, Bank of England (BoE) Governor Andrew Bailey reiterated the importance of reducing inflation, saying: “It is crucial that we see the job through”.

Adviser-Hub 18th Aug 2023

Market Updates

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

Adviser-Hub 18th Aug 2023

Analysis & Opinion

The Week: What’s going on in China?

After another dismal set of economic data, there are increasingly pressing concerns about the Chinese economy. Is sentiment now too pessimistic?

Adviser-Hub 17th Aug 2023

Analysis & Opinion

The Week: Global inflation: emerging versus developed markets

Emerging and developed markets are diverging on inflation. What does it mean for asset allocation?

Adviser-Hub 9th Aug 2023

Analysis & Opinion

The Week: The future of energy?

While it is often assumed that renewable energy is the only game...

Adviser-Hub 2nd Aug 2023

VIDEO

Multi-asset investing: the world today – panel discussion video #3

2023 brought a new environment. Arguably, it is a more normal environment, with interest rates closer to historic averages. But it has brought a fresh set of challenges, most notably on inflation....

Adviser-Hub 31st Jul 2023

Market Updates

Global updates: Fed has a breather, but ECB tightens again

Intense interest in technology companies drove up share prices in the sector over the first six months of 2023.

Adviser-Hub 31st Jul 2023

Market Updates

UK market review: UK rates hit 5%

UK government bond yields climbed in June, driven up by concerns over persistent inflationary pressures, expectations of further monetary tightening, and a lacklustre economic outlook.

Adviser-Hub 31st Jul 2023

Market Updates

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

Adviser-Hub 31st Jul 2023

VIDEO

The toolkit needed for the new market environment – panel discussion video #2

2022 brutally exposed the limitations of a traditional diversification approach, as both bond and equity markets dropped simultaneously. But with bond yields higher and equity markets showing great...

Adviser-Hub 27th Jul 2023

Partner Zone

Adviser-Hub Annual Survey

At Adviser-Hub, we value your opinion, and we invite you to take part in our annual survey. By participating, you not only contribute to improving the platform but also stand a chance to win a &pou...

Adviser-Hub 26th Jul 2023

Analysis & Opinion

The Week: Is it job done for the ECB?

The ECB is odds-on to raise rates at its meeting this week, but is the hiking cycle now over for the Eurozone?

Adviser-Hub 26th Jul 2023

VIDEO

The changing environment for multi-asset funds – panel discussion video #1

In the post financial crisis period, low interest rates and quantitative easing lifted all boats. It was both an easy time for multi-asset managers – because returns from financial assets wen...

Adviser-Hub 19th Jul 2023

Analysis & Opinion

The Week: Who would be a central banker?

Inflationary pressures appear to be falling, but the outlook is still finely balanced.

Adviser-Hub 19th Jul 2023

Analysis & Opinion

The Week: Japan: right market, wrong companies?

Investors are backing Japan for the first time in decades, but are they directing capital to...

Adviser-Hub 13th Jul 2023

Analysis & Opinion

The Week: Gilts look good, but high yields are bad news for the UK economy

Gilt yields at over 5% may be exciting news for investors, but they reveal some uncomfortable truths about the UK economy.

Adviser-Hub 6th Jul 2023

Analysis & Opinion

Multi-asset investing: the world today

2023 brought a new environment. Arguably, it is a more normal environment, with interest rates closer to historic averages. But it has brought a fresh set of challenges, most notably on inflation....

Adviser-Hub 6th Jul 2023

Analysis & Opinion

The toolkit needed for the new market environment

2022 brutally exposed the limitations of a traditional diversification approach, as both bond and equity markets dropped simultaneously. But with bond yields higher and equity markets showing great...

Adviser-Hub 5th Jul 2023

Analysis & Opinion

The changing environment for multi-asset funds

In the post financial crisis period, low interest rates and quantitative easing lifted all boats. It was both an easy time for multi-asset managers – because returns from financial assets wen...

Adviser-Hub 4th Jul 2023

VIDEO

Hub Themes | Japan

Japan’s equity market is drawing fresh interest from investors, underpinned by still-attractive valuations and an intensifying focus on shareholder value. Hub Themes, a cur...

Adviser-Hub 3rd Jul 2023

Analysis & Opinion

The Week: What happened to the technology bust?

Technology stocks have been the surprise outperformers this year, fuelled by the excitement around AI and improving earnings.

Adviser-Hub 29th Jun 2023

Market Updates

Interest update: Higher-than-expected rise in UK rates

The Bank of England raised interest rates by half a percentage point at the Monetary Policy Committee’s June meeting.

Adviser-Hub 23rd Jun 2023

Market Updates

US Interest rate update: Fed pauses … for now

Having raised its key federal funds rate at ten consecutive meetings, the Federal Reserve left rates unchanged at the Federal Open Market Committee’s June meeting.

Adviser-Hub 16th Jun 2023

Analysis & Opinion

The Week: Do rising loan defaults spell bad news for the high yield market?

Default rates are moving higher in the US loan market, as companies feel the pain of rising borrowing costs. Could the pain spread to the high yield market?

Adviser-Hub 15th Jun 2023

Analysis & Opinion

The Week: The UK: no hope of a revival?

The UK has been undervalued so long, with no apparent hope of a turnaround. Is there any hope ahead?

Adviser-Hub 8th Jun 2023

Market Updates

Global updates: Getting close?

May was dominated by concerns over the US debt ceiling.

Adviser-Hub 7th Jun 2023

Market Updates

UK market review: Inflation eases … but not by enough

The Bank of England BoE) raised its key base rate by 25 basis points to 4.5% during May, implementing its twelfth consecutive rate increase.

Adviser-Hub 7th Jun 2023

Market Updates

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

Adviser-Hub 7th Jun 2023

Analysis & Opinion

Are you ready for the Great Wealth Transfer?

A huge amount of wealth is set to pass to younger generations. Kings Court Trust has calculated that wealth transfers in the UK will exceed £355 billion in the three decades to 2047.

Adviser-Hub 31st May 2023

Analysis & Opinion

The Week: Buffett tops up in Japan

Veteran investor Warren Buffett has been raising his stake in Japan. Is it a turning point for investors’ least favourite market?

Adviser-Hub 31st May 2023

Analysis & Opinion

The Week: The new appeal of emerging markets

Emerging markets are winning some plaudits among investment managers. What lies behind their increasing popularity?

Adviser-Hub 24th May 2023

Analysis & Opinion

The Week: Back to the races on earnings?

It’s been a buoyant earnings season, with many companies improving their profit margins and taking rising input costs in their stride. But can it last?

Adviser-Hub 18th May 2023

Market Updates

UK Interest Rate: Inflation target is not yet in sight

UK interest rates were raised to 4.5% – their highest level since late 2008 – at the MPC’s May meeting.

Adviser-Hub 17th May 2023

Analysis & Opinion

Consumer duty: delivering for consumers

The Consumer Duty is one of the most significant regulatory reforms to affect the financial services sector for many years. It will encompass the UK’s entire financial services sector, from f...

Adviser-Hub 16th May 2023

Analysis & Opinion

The Week: US inflation: good news?

The latest US inflation data has been met with optimism from markets, but is this enthusiasm premature?

Adviser-Hub 11th May 2023

Market Updates

Global updates: “A perilous phase”

The global economy is entering “a perilous phase” of low economic growth and rising financial risks alongside persistent inflationary pressures, according to the IMF.

Adviser-Hub 11th May 2023

Market Updates

UK market review: Inflationary pressures persist

Having grown by 0.4% in January, the UK economy stagnated in February as widespread strike action offset growth in the construction sector. The IMF upgraded its forecast for UK economic growth this...

Adviser-Hub 11th May 2023

Market Updates

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

Adviser-Hub 11th May 2023

Market Updates

US interest rate update: Is it different this time?

US interest rates reached their highest level since 2007 in May as the Federal Reserve raised its key federal funds rate by 25 basis points to a range of 5% to 5.25%.

Adviser-Hub 5th May 2023

Analysis & Opinion

The Week: Is China’s recovery stalling?

A lot of hope has been vested in the Chinese recovery, but recent manufacturing data should give investors pause for thought.

Adviser-Hub 3rd May 2023

Analysis & Opinion

The Week: A European renaissance?

It’s been the best-performing sector for the year to date, but can Europe extend its recent run of form as the economic climate weakens?

Adviser-Hub 26th Apr 2023

Analysis & Opinion

The Week: Does higher inflation matter for the UK stock market?

This month saw another round of disappointing inflation data. It may provide another excuse not to invest in the UK economy.

Adviser-Hub 20th Apr 2023

Analysis & Opinion

The outlook for corporate bonds as the economy slows

High corporate bond yields have drawn investors to the asset class since the start of the year, but the banking turmoil have proved a timely reminder of the risks. At the same time, the sector face...

Adviser-Hub 14th Apr 2023

Market Updates

Global updates: Pressure on the banking sector

The banking sector was plunged into crisis during March as the collapse of two US banks and Credit Suisse in Europe raised questions about the strength of the financial system.

Adviser-Hub 12th Apr 2023

Market Updates

UK market review: “Nothing is decided”

Against a backdrop of market volatility triggered by a new banking crisis, the Bank of England said that the UK’s banking system remains “resilient”, although it acknowledged that...

Adviser-Hub 12th Apr 2023

Market Updates

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

Adviser-Hub 12th Apr 2023

Analysis & Opinion

The Week: Sterling reverses

The pound has reversed its recent weakness. Its momentum may be tentative, but it could herald a new era for UK assets.

Adviser-Hub 12th Apr 2023

Analysis & Opinion

After the storm: government bond markets

After a dramatic adjustment in 2022, it has been a more stable period for government bond markets. For the first time in a decade, they appear to be back to normal, providing yield, capital protect...

Adviser-Hub 11th Apr 2023

Analysis & Opinion

Turbulent markets: the impact of banking fragility

Turmoil in the banking sector has created significant volatility across bond markets in recent weeks. While the emergency rescue deal between Credit Suisse and UBS plus reassurances from central ba...

Adviser-Hub 6th Apr 2023

Analysis & Opinion

The Week: Does the jobs report hasten rate cuts?

With markets in a trading range, clarity on interest rates is needed to make progress. The recent jobs report is encouraging.

Adviser-Hub 5th Apr 2023

VIDEO

The outlook for corporate bonds as the economy slows - Panel Discussion Video #3

High corporate bond yields have drawn investors to the asset class since the start of the year, but will they still have as much appeal in a climate of rising default rates and weaker growth? Our p...

Adviser-Hub 4th Apr 2023

VIDEO

Government bond markets: back to normal? - Panel Discussion Video #2

After a dramatic adjustment in 2022, it has been a more stable period for government bond markets. Is it ‘back to normal’ for government bond markets, which can now provide yield, capit...

Adviser-Hub 3rd Apr 2023

VIDEO

Turbulent markets: the impact of banking fragility - Panel Discussion Video #1

It has been a volatile period for bond markets following the collapse of Silicon Valley Bank and the turmoil in the banking sector. While few are predicting a re-run of the credit crisis, there are...

Adviser-Hub 2nd Apr 2023

Analysis & Opinion

The Week: Will Spring spring for stock markets?

Markets have gone nowhere for the past 12 months against a tough backdrop. Can investors hope for more in the short-term?

Adviser-Hub 30th Mar 2023

Market Updates

US interest rate update: Fed tightens again

US rates rose by another 25 basis points at the Federal Open Market Committee’s March meeting as policymakers continued to take action to curb inflationary pressures.

Adviser-Hub 24th Mar 2023

Market Updates

UK interest rate update: UK rates rise to 4.25%

The Bank of England raised its key base rate by one-quarter of a percentage point to 4.25% at the Monetary Policy Committee’s March meeting, marking the eleventh consecutive increase in UK ra...

Adviser-Hub 24th Mar 2023

Analysis & Opinion

The Week: Inflation comes back to bite

Many investors had believed inflationary pressures were easing; the latest UK inflation figures are a nasty surprise.

Adviser-Hub 22nd Mar 2023

Analysis & Opinion

The Consumer Duty: changing the conversation

The Consumer Duty is one of the most significant regulatory reforms to affect the financial services sector for many years.

Adviser-Hub 20th Mar 2023

Market Updates

Spring Budget 2023: not out of the woods

Despite a lacklustre economic backdrop, Chancellor of the Exchequer Jeremy Hunt’s Spring Budget struck a relatively upbeat tone, with a strong focus on employment and boosting the workforce.<...

Adviser-Hub 16th Mar 2023

Analysis & Opinion

The Week: Banking crash 2.0?

As markets fret about the health of the banking sector, are we facing a banking crisis 2.0?

Adviser-Hub 15th Mar 2023

Market Updates

Global updates: Central banks still tightening

After a positive start to the year, US stocks generally fell during February.

Adviser-Hub 10th Mar 2023

Market Updates

UK market review: Turning the corner?

The Bank of England struck a slightly more optimistic tone during February.

Adviser-Hub 10th Mar 2023

Market Updates

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

Adviser-Hub 10th Mar 2023

VIDEO

Hub Themes | Bonds

After a challenging period, bonds made a comeback towards the end of 2022 – bu...

Adviser-Hub 10th Mar 2023

Analysis & Opinion

The Week: Fund flow data: UK equities are shown the red card

A year of stronger performance hasn’t helped UK equities’ reputation among investors, according to recent IA data.

Adviser-Hub 8th Mar 2023

Analysis & Opinion

The Week: Is good news bad?

Good news has become bad news as markets see positive data raising the likelihood of interest rate hikes.

Adviser-Hub 1st Mar 2023

Analysis & Opinion

The Week: Europe: the right option for a recovery?

Europe has lagged the US for almost a decade. However, it has shown real strength since the start of this year. Can it sustain this momentum?

Adviser-Hub 23rd Feb 2023

Analysis & Opinion

The Week: Better times for the UK?

The recent inflation and growth data for the UK gave tentative cause for optimism. However, the UK has a long way to go before it is likely to lure back international buyers.

Adviser-Hub 16th Feb 2023

Analysis & Opinion

The Week: Investors cash out in tough markets…again

Outflows from investment funds in 2022 show that investors are failing to learn the lessons from previous market downturns.

Adviser-Hub 9th Feb 2023

Market Updates

Interest rate update: The direction of travel

As expected, central banks in the US, UK and eurozone all continued down a tightening path in early February, with rates hitting their highest level since the Global Financial Crisis.

Adviser-Hub 6th Feb 2023

Market Updates

UK market review: A bleak start to 2023

The UK economy is expected to perform worse than other advanced economies in 2023, according to the IMF, which cited the negative impact of high energy prices, lower productivity, high inflation an...

Adviser-Hub 6th Feb 2023

Market Updates

Global market updates: Has inflation peaked?

Global equity markets generally rose during January as investors drew encouragement from signs that inflationary pressures might be peaking and hopes that the US economy might manage to escape rece...

Adviser-Hub 6th Feb 2023

Market Updates

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

Adviser-Hub 6th Feb 2023

Analysis & Opinion

The Week: Pivot anyone?

Financial markets are eagerly awaiting a pivot once again. Will they be thwarted? Or could the Federal Reserve come good?

Adviser-Hub 1st Feb 2023

Analysis & Opinion

The Week: High yields for high yield

High yield bonds are finally living up to their name, with average yields sitting at 8-9%. Should investors take another look? Or could recession push yields higher?

Adviser-Hub 26th Jan 2023

Analysis & Opinion

Government bonds: a return to normal?

The decade-long bull market in government bonds came to an abrupt halt in 2023. Inflation revived, as the war in Ukraine and supply chain constraints pushed up energy and food prices, with interest...

Adviser-Hub 26th Jan 2023

Analysis & Opinion

Corporate bonds: compelling yields versus imminent recession

Corporate bonds have performed better than government bonds in 2022, but only just. Investment grade bonds took a greater hit from rising rates, while high yield performed marginally better as the...

Adviser-Hub 26th Jan 2023

Analysis & Opinion

The Week: The investment strategies of the decade

The past decade may have been all about Bitcoin and technology, but their strength has relied on abundant liquidity. Can the successful strategies of the past decade tell investors anything about t...

Adviser-Hub 19th Jan 2023

Analysis & Opinion

The Week: Revisiting unfashionable emerging markets

Emerging markets have been a tough spot over the past 12 months, even by the standards of 2022. However, there are better signs for many emerging markets in the year ahead.

Adviser-Hub 12th Jan 2023

VIDEO

Corporate bonds: compelling yields versus imminent recession

It’s been a tough year for corporate bonds, but after a widening of spreads, valuations look attractive. However, they will need to navigate recession in 2023. Can they sti...

Adviser-Hub 12th Jan 2023

VIDEO

Government bonds: a return to normal?

Government bonds lost their safe haven status in 2022, but yields are now higher than they have been in over a decade. Will government bonds assume their traditional role in a po...

Adviser-Hub 12th Jan 2023

Analysis & Opinion

2023: will inflation and interest rates change direction?

The path of inflation and interest rates has preoccupied investors in 2022. Fixed income markets have been forced to make a significant adjustment to a different economic outlook. The shift has bee...

Adviser-Hub 12th Jan 2023

Market Updates

Global updates: Markets end 2022 on a negative note

Global equity markets ended 2022 in negative territory as investors took stock of a torrid year and looked ahead to the prospect of slowing global growth and persistent inflationary pressures.

Adviser-Hub 5th Jan 2023

Market Updates

UK market review: Lacklustre 2022 draws to a close

December saw the Bank of England announce its ninth consecutive increase in interest rates.

Adviser-Hub 5th Jan 2023

Market Updates

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

Adviser-Hub 5th Jan 2023

Analysis & Opinion

The Week: Swing factors in the year ahead

The fallout from the Ukraine crisis and a hike in interest rates were the key factors in market direction in 2022. In the year ahead, active managers will be hoping for less macro and more micro.

Adviser-Hub 4th Jan 2023

VIDEO

What’s next for inflation and interest rates?

The path of inflation and interest rates has preoccupied investors in 2022. With inflationary pressures apparently easing, will central banks hold their course on rate...

Adviser-Hub 20th Dec 2022

VIDEO

Hub Themes | Outlook 2023

2022 has been a year that’s generated more questions than answers. Inflation has surged, monetary policy has tightened, and economic growth is faltering against a backdrop of geopolitical unc...

Adviser-Hub 15th Dec 2022

Market Updates

US interest rate update: Staying the course

US interest rates continued on their upward trajectory during December, although central bank policymakers moderated the pace of their tightening action.

Adviser-Hub 15th Dec 2022

Market Updates

UK interest rate update: Ninth increase for UK rates

The Bank of England (BoE) implemented its ninth consecutive interest rate increase at the Monetary Policy Committee’s (MPC’s) December meeting. Six policymakers voted in favour of a 50...

Adviser-Hub 15th Dec 2022

Market Updates

Global updates: The Fed’s next step…

Global equity markets generally built on October’s gains during November as investors became increasingly hopeful that the US Federal Reserve was considering a slowdown in the future pace of...

Adviser-Hub 14th Dec 2022

Market Updates

UK market review: A bleak midwinter for the UK?

UK households face their largest decline in living standards since records began in 1956, according to the Office for Budget Responsibility, which predicted that household incomes.

Adviser-Hub 14th Dec 2022

Market Updates

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

Adviser-Hub 14th Dec 2022

Analysis & Opinion

The Week: Bargain-hunting in investment trusts

The pain of 2022 has been felt just as fiercely in the investment trust sector as the open-ended sector, but it has left some sectors looking appealing.

Adviser-Hub 14th Dec 2022

Analysis & Opinion

The Week: Back to the race in China?

China's easing of its zero Covid policy may reverse the slowdown in the country's growth rate, but could it come with some unitended consequences?

Adviser-Hub 8th Dec 2022

Analysis & Opinion

Market view: The outlook for Asian stock markets

In our latest Adviser-Hub panel discussion, Jason Pidcock, manager of the Jupiter Asian Income fund, and Sunny Romo, equities investment director at M&G Investments, discuss the resilience of A...

Adviser-Hub 5th Dec 2022

Analysis & Opinion

The Week: An unpopular rally

The stock market has been on a bull run over the past two months, but investors don’t believe it can last.

Adviser-Hub 30th Nov 2022

Business Toolkit

Fidelity Adviser Solutions Pension Forum: Taking PCLS after age 75

A client is approaching age 75 and still has some uncrystallised money purchase benefits remaining. What are the rules for taking Pension Commencement Lump Sum payments beyond th...

Adviser-Hub 28th Nov 2022

Analysis & Opinion

The Week: Dollar reversal: the implications

Dollar strength has been a factor for much of the past 12 months. As it starts to shift, how will financial markets respond?

Adviser-Hub 23rd Nov 2022

VIDEO

Hub Themes | Energy

Energy supply, energy security, energy prices, the energy transition … energy is the issue that’s touching every area of our lives. Find out what’s happening, why it’s happ...

Adviser-Hub 21st Nov 2022

Analysis & Opinion

Autumn Statement 2022: facing into the storm

In his Autumn Statement, Chancellor of the Exchequer Jeremy Hunt unveiled a series of measures designed to shore up the UK’s finances.

Adviser-Hub 18th Nov 2022

Analysis & Opinion

The Week: Do markets present a once-in-a-decade investment opportunity?

New research suggests that financial markets are starting to look attractive once again after a dismal year for investors. Could there be better times ahead?

Adviser-Hub 17th Nov 2022

Analysis & Opinion

The Week: Will the midterms deliver a market bounce?

The midterm elections are usually good news for investors, but with recession looming, it may take more than the political cycle to revive US markets.

Adviser-Hub 9th Nov 2022

Market Updates

Global updates: “The worst is yet to come”

The International Monetary Fund warned: “The worst is yet to come” as it predicted that more than one third of the global economy is set to contract in 2023, including the US, the EU an...

Adviser-Hub 4th Nov 2022

Market Updates

UK market review: “All change” at the Treasury

October was a month of political turmoil for the UK and financial markets were plunged into chaos as the Government saw its third Prime Minister and fourth Chancellor of the Exchequer since July.

Adviser-Hub 4th Nov 2022

Market Updates

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

Adviser-Hub 4th Nov 2022

Market Updates

US interest rate update: The Fed’s not done yet

The Federal Reserve implemented its sixth consecutive interest rate increase in November. Fed policymakers voted unanimously to increase the key federal funds rate by 75 basis points to a range of...

Adviser-Hub 3rd Nov 2022

Market Updates

UK interest rate: The least-worst option?

The Bank of England raised its key base rate by 75 basis points in November, representing its largest single rate increase over 30 years and taking base rate to 3%.

Adviser-Hub 3rd Nov 2022

Analysis & Opinion

The Week: The big tech sell-off

It’s been a turbulent week in technology, with weak results prompting a significant sell off. Should it tempt contrarian investors?

Adviser-Hub 2nd Nov 2022

Analysis & Opinion

The Week: All eyes on the Federal Reserve

The possibility of a Fed pivot appears to be back in play. Is it plausible that the US central bank will pare back its rate rises?

Adviser-Hub 27th Oct 2022

VIDEO

Managing volatility in Asian markets

In our latest Adviser-Hub panel discussion, Jason Pidcock, manager of the Jupiter Asian Income fund, and Sunny Romo, equities investment director at M&G Investments, discuss their positioning amid vol...

Adviser-Hub 24th Oct 2022

VIDEO

The outlook for Asian stock markets

Asian markets have been volatile since the start of the year, but the region’s corporate sector is showing real resilience. There is a wealth of choice among businesses geared to long-term structural...

Adviser-Hub 23rd Oct 2022

Analysis & Opinion

The Week: Has Jeremy Hunt done enough?

Income Chancellor Jeremy Hunt shelved the controversial mini-budget as he sought to stave off further volatility for UK assets. Order has been restored, but for how long?

Adviser-Hub 19th Oct 2022

VIDEO

Will Asia catch the world’s cold?

The global economy is facing significant challenges, from rising inflation, to higher interest rates to supply chain problems. Asia is not immune, but with less debt and stronger growth, the region’s...

Adviser-Hub 18th Oct 2022

Analysis & Opinion

The Week: Safe havens

When is a safe haven not a safe haven? Gilts have proved a distinctly unsafe ‘safe haven’ in recent weeks. Can they reclaim their crown?

Adviser-Hub 13th Oct 2022

Market Updates

Global updates: Dollar dominates in September

September was dominated by the US dollar, which was boosted by expectations of further increases in US interest rates that also drove the two-year Treasury bond yield to its highest level since 2007....

Adviser-Hub 11th Oct 2022

Market Updates

UK market review: UK mid caps continue to slide

UK markets fell heavily in September, with mid caps faring particularly badly as sentiment towards domestically focused stocks turned sour.

Adviser-Hub 11th Oct 2022

Market Updates

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

Adviser-Hub 11th Oct 2022

Analysis & Opinion

Market view: Responding to volatility in Asian markets

Jason Pidcock, manager of the Jupiter Asian Income fund, and Sunny Romo, equities investment director at M&G Investments, describe how they are responding to market volatility and positioning their po...

Adviser-Hub 7th Oct 2022

Analysis & Opinion

Responding to volatility in Asian markets

In spite of a stronger economic outlook, Asian equities have tracked the ups and downs of global financial markets for the year to date.

Adviser-Hub 5th Oct 2022

Analysis & Opinion

The Week: The other casualties of the mini-budget

The gilt and currency markets weren’t the only problem areas after the Chancellor’s risky budget. Property assets also took a hit.

Adviser-Hub 5th Oct 2022

Analysis & Opinion

The Week: Sliding sterling, IMF intervention: back to the seventies

Nostalgia hunters may have had some reminders from the seventies this week, with a slumping currency, a finger-wagging from the IMF and rising gilt yields. Do the similarities end there?

Adviser-Hub 29th Sep 2022

Analysis & Opinion

Gambling on growth?

Designed to boost economic growth and cool inflationary pressures.

Adviser-Hub 28th Sep 2022

Analysis & Opinion

Asian stockmarkets: looking ahead

Asian stock markets have not escaped the volatility seen in financial markets since the start of the year. Many of the patterns have been the same: a preference for value over growth, a focus on highe...

Adviser-Hub 26th Sep 2022

Analysis & Opinion

UK interest rates reach fresh 14-year high

UK interest rates continued their rise in September as the Bank of England increased the key base rate from 1.75% to 2.25% to reach its highest level since 2008.

Adviser-Hub 22nd Sep 2022

Analysis & Opinion

The Week: The Federal Reserve proves as good as its word

The US central bank surprised markets with another 0.75% rise in rates. There is little comfort for investors in the move.

Adviser-Hub 22nd Sep 2022

Market Updates

US interest rate update: Fed doubles down

US interest rates rose to their highest level in more than 14 years in September as central bank policymakers sought to curb persistent inflationary pressures.

Adviser-Hub 22nd Sep 2022

Analysis & Opinion

Can Asia side-step the world’s economic problems?

Growth is in short supply across the world as inflationary pressures weigh on spending. However, Asian economies are not experiencing the downturn in the same way: inflationary pressures are lower and...

Adviser-Hub 22nd Sep 2022

Analysis & Opinion

The Week: Fundsmith closure: a reflection on EM’s prospects?

Terry Smith surprised investors this week by announcing the wind-up of his emerging market investment trust. Should this be applauded?

Adviser-Hub 16th Sep 2022

Market Updates

Global updates: US faces “sustained period of below-trend growth”

US interest rates look likely to continue their rise as Federal Reserve Chair Jerome Powell confirmed that the central bank will continue to raise them as high as necessary for as long as needed in or...

Adviser-Hub 16th Sep 2022

Market Updates

UK market review: Sterling on the slide

Amid growing concerns over inflation and the outlook for the UK economy, the pound dropped to US$1.16 during August, while the yield on the benchmark UK gilt rose to its highest level since early 2014...

Adviser-Hub 16th Sep 2022

Market Updates

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

Adviser-Hub 16th Sep 2022

Analysis & Opinion

The Week: How low can the pound go?

The pound has seen further weakness this week, maintaining a pattern seen for most of the year. Can it fall further?

Adviser-Hub 7th Sep 2022

Analysis & Opinion

The Week: UK consumer confidence hits new lows

UK consumer confidence has hit all-time lows and there may be worse to come as inflation soars.

Adviser-Hub 31st Aug 2022

Analysis & Opinion

The Week: Corporate earnings: the next problem for investors?

Corporate earnings held up reasonably well in the second quarter, but there are increasing jitters about their direction from here. Could earnings weakness prompt markets to lurch lower?

Adviser-Hub 24th Aug 2022

Analysis & Opinion

The Week: Inflation hits double digits: more bad news for the UK economy

Inflation in the UK continues to outpace expectations. The repercussions are dire and likely to deter international investors.

Adviser-Hub 17th Aug 2022

Analysis & Opinion

The Week: The global economy is teetering: why are markets ok about it?

Markets rallied in July in spite of some tough economic data. They are hoping weaker growth may force a change of heart from the Federal Reserve.

Adviser-Hub 10th Aug 2022

Market Updates

Global updates: Equity markets rebound in July

Despite an increasingly clouded economic backdrop, share prices around the world generally rose during July.

Adviser-Hub 10th Aug 2022

Market Updates

UK market review: “No ifs or buts”

UK inflation continued to surge during June as higher prices for food and fuel pushed up the annualised rate of consumer price inflation from 9.1% in May to 9.4%.

Adviser-Hub 10th Aug 2022

Market Updates

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

Adviser-Hub 10th Aug 2022

Analysis & Opinion

The Week: In a crisis, diversification matters more than ever

The first six months of 2022 may have seen all asset classes sell off, but diversification has still helped preserve investors’ returns.

Adviser-Hub 4th Aug 2022

Analysis & Opinion

Biggest increase in UK rates since 1995

BoE policymakers implemented their largest single increase in UK interest rates since February 1995 at their August meeting.

Adviser-Hub 4th Aug 2022

Analysis & Opinion

The Week: Time to move in or out of European fixed income?

The ECB may have raised rates, but bond yields are still falling. Investors are voting with their feet on European fixed income. Are they right?

Adviser-Hub 28th Jul 2022

Analysis & Opinion

The Week: Bargain-hunting in bonds

After a lengthy period when bonds looked unappealing, current valuations should alert investors.

Adviser-Hub 20th Jul 2022

Analysis & Opinion

The Week: UK GDP: good news amid the gloom?

UK GDP data came in ahead of market expectations and staved off recession for another few months. Is it the sign of a turnaround?

Adviser-Hub 13th Jul 2022

Market Updates

Global update: Risk of stagflation moves closer

Concerns about rising inflation and faltering economic growth pervaded financial markets during June and central banks around the world raised interest rates in a bid to curb inflationary pressures th...

Adviser-Hub 8th Jul 2022

Market Updates

UK market review: Downturn fears hit sentiment

As inflationary pressures continued to bite, the Bank of England announced its fifth consecutive increase to interest rates during June.

Adviser-Hub 8th Jul 2022

Market Updates

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

Adviser-Hub 8th Jul 2022

Analysis & Opinion

The Week: What does political turmoil mean for UK markets?

It’s been a turbulent few days in British politics. Could there be an impact on UK assets? Or is the turmoil priced in?

Adviser-Hub 7th Jul 2022

VIDEO

The development of impact investment

Impact investment is evolving as reporting improves. Investors can now see how their capital is influencing the world around them.

Adviser-Hub 7th Jul 2022

VIDEO

Are regulatory changes making a difference?

2021 was a landmark year for sustainable investment legislation. Three fund managers explain how it has changed corporate behaviour.

Adviser-Hub 7th Jul 2022

Analysis & Opinion

The Week: Can the world avoid recession?

Recession appears to be inching closer as PMI data turns south and housing markets falter.

Adviser-Hub 30th Jun 2022

VIDEO

The importance of engagement in delivering change

Fund managers are prioritising engagement as the most effective tool to bring about changes in corporate behaviour. Three fund groups explain how it works in practice.

Adviser-Hub 29th Jun 2022

Analysis & Opinion

The Week: Inflation remains a menace

There was another round of startling inflation statistics this week, with UK CPI reaching its highest point since 1982.

Adviser-Hub 23rd Jun 2022

VIDEO

The shifting landscape of sustainable investment

Sustainable investment has been focused on climate issues, but fund management groups are broadening their priorities. Three fund groups discuss the new environment.

Adviser-Hub 22nd Jun 2022

Business Toolkit

Pension contributions checklist

Fidelity Adviser Solutions’ checklist is designed to highlight important considerations for clients making pension contributions.

Adviser-Hub 20th Jun 2022

Analysis & Opinion

US interest rates: Fed announces biggest rate increase in almost 30 years

In a move designed to address surging inflationary pressures, US policymakers implemented their largest single increase in interest rates since 1994.

Adviser-Hub 16th Jun 2022

VIDEO

The impact of the Ukraine crisis on sustainable investment

Russia’s attack on Ukraine has forced global governments to think hard about energy security. Three fund groups discuss the implications for the sustainable investment landscape.

Adviser-Hub 16th Jun 2022

Analysis & Opinion

UK interest rates: UK rates hit 13-year high

Surging inflation and slowing economic growth continue to create a headache for the Bank of England (BoE).

Adviser-Hub 16th Jun 2022

Analysis & Opinion

The Week: Can commodities maintain the pace?

It’s been a bumper time for commodities, but there are question marks over whether commodities can sustain their current pace of growth.

Adviser-Hub 15th Jun 2022

Analysis & Opinion

The Week: Saving the blue economy

Oceans Day 2022 serves as a reminder of the threat to the world’s oceans – and the role investors can play in holding companies to account.

Adviser-Hub 9th Jun 2022

Market Updates

Global update: Interest rates rise around the world

Markets were choppy during May as investors’ ongoing preoccupation over inflation was compounded by a raft of interest rate increases. The US Federal Reserve (Fed) raised its key interest rate by 50 b...

Adviser-Hub 6th Jun 2022

Market Updates

UK market review: Uncertainties hang over financial markets

Concerns over inflation and the outlook for monetary policy and economic growth continued to preoccupy investors in May. The FTSE 100 Index edged up by 0.8% over the month, while the FTSE 250 Index fe...

Adviser-Hub 6th Jun 2022

Market Updates

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

Adviser-Hub 6th Jun 2022

Analysis & Opinion

The Week: Tesla gets the elbow

Tesla has been given the elbow from a popular ESG index, yet ExxonMobil remains in place, showing the anomalies of ESG ratings.

Adviser-Hub 1st Jun 2022

Analysis & Opinion

The Week: The state of markets: is it over yet?

This has been a tough period in markets. However, it is difficult to see a reversal in fortunes in the short-term.

Adviser-Hub 25th May 2022

Analysis & Opinion

Regulation: the evolving UK landscape

This has been an important period for sustainability regulation. Europe has led the way, implementing the Sustainable Finance Disclosure Regulation in May 2021, following the EU taxonomy in June 2020....

Adviser-Hub 24th May 2022

Analysis & Opinion

The Week: The China problem

China’s economic weakness has spooked markets, but is its weakness likely to be short or long term?

Adviser-Hub 19th May 2022

Analysis & Opinion

What’s new in ESG?

The initial focus for sustainable investors has been around decarbonisation and changing the way the world uses energy. However, it is increasingly clear that investors also hold the power to change t...

Adviser-Hub 16th May 2022

Analysis & Opinion

The Week: Buybacks: time to celebrate or sell?

It’s not just the oil majors delivering chunky share buyback programmes, but is it good for long-term investors?

Adviser-Hub 11th May 2022

Analysis & Opinion

The impact of the Ukraine crisis on sustainable investment

The war in Ukraine will have far-reaching ramifications for the economic and geopolitical landscape for some time to come. It has also pushed governments, corporates and individuals to look at the way...

Adviser-Hub 9th May 2022

Market Updates

US interest rate update: Fed continues to tighten

Having raised the federal funds rate by 0.25 percentage points in March – its first rate increase for two years – the US Federal Reserve intensified its tightening action at its April meeting, raising...

Adviser-Hub 5th May 2022

Market Updates

Global update: Inflation triggers concerns over growth

Investor sentiment was undermined during April by concerns over inflation, fears relating to the war in Ukraine, and worries about the wider economic impact of Covid outbreaks in China.

Adviser-Hub 5th May 2022

Market Updates

UK market review: “Clear and present danger”

As prices continued their relentless rise, the IMF warned: “inflation has become a clear and present danger for many countries”. Consumer price inflation in the UK accelerated from 6.2% year on year i...

Adviser-Hub 5th May 2022

Market Updates

UK interest rate update: Bank of England triggers stagflation fears

The Bank of England raised its key base rate from 0.75% to 1% at its May meeting, returning it to a level last seen in 2009. This was the fourth rise imposed by the central bank, following increases i...

Adviser-Hub 5th May 2022

Market Updates

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

Adviser-Hub 5th May 2022

Analysis & Opinion

The Week: US bond yields hit 3%: a new investment landscape?

The dramatic moves in government bond markets since the start of the year are changing the landscape for wider financial markets.

Adviser-Hub 4th May 2022

Analysis & Opinion

The Week: Time to AIM higher

AIM stocks have hit hardest by weakening investor sentiment: the gap between their operational performance, relative and share price performance now looks hard to ignore.

Adviser-Hub 28th Apr 2022

Analysis & Opinion

The Week: Technology: they think it’s all over?

The technology sector has had a dismal start to the year, but it remains embedded in major structural trends. Is this a good time to take another look?

Adviser-Hub 21st Apr 2022

Business Toolkit

The annual allowance charge and Scheme Pays requests

Fidelity Adviser Solutions take a step-by-step approach to calculating client’s annual allowance charges and explain the two types of Scheme Pays, mandatory and voluntary. They also run through the pr...

Adviser-Hub 19th Apr 2022

Market Updates

Global update: Concerns over Ukraine persist

Alongside the heavy human cost of Russia’s war in Ukraine, the Organisation for Economic Development (OECD) issued a warning about the economic impact.

Adviser-Hub 14th Apr 2022

Market Updates

UK market review: Ukraine and inflation share the spotlight

Alongside the unfolding tragedy in Ukraine, the surging cost of living continued to garner headlines in the UK during March.

Adviser-Hub 14th Apr 2022

Analysis & Opinion

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

Adviser-Hub 14th Apr 2022

Analysis & Opinion

The Week: Fixed income holdings drop to 14-year lows

Investors are abandoning fixed income, as rising inflation and interest rates take hold, but could they be leaving themselves vulnerable?

Adviser-Hub 13th Apr 2022

Analysis & Opinion

The Week: Government spending soars to $65 trillion

Global government spending has increased by a quarter over the pandemic. It’s a tough time to be in charge of the government’s purse strings.

Adviser-Hub 6th Apr 2022

Analysis & Opinion

Spring Statement 2022: crisis in the cost of living

Chancellor of the Exchequer Rishi Sunak’s 2022 Spring Statement acknowledged the rising cost of living but did little to address it in the short-to-medium term.

Adviser-Hub 4th Apr 2022

Analysis & Opinion

The Week: Gold: from damp squib to safe haven

Gold has protected investors during the crisis, but may struggle to make further progress from here.

Adviser-Hub 30th Mar 2022

Analysis & Opinion

The Week: Latin America: the world’s investing hotspot

Latin American funds have been top performers since the start of the year, buoyed by rising commodity prices and currency strength. But will difficult politics disrupt the region’s strength?

Adviser-Hub 24th Mar 2022

VIDEO

Handling the year ahead: how fund managers are adapting their portfolios

Financial markets in 2022 are likely to break with recent history. We ask two fund managers with flexible strategies how they are positioning for the year ahead.

Adviser-Hub 23rd Mar 2022

Analysis & Opinion

Fed delivers first rate increase since 2018

The US Federal Reserve raised the key federal funds rate for the first time since March 2018 in a move designed to curb inflationary pressures.

Adviser-Hub 17th Mar 2022

Analysis & Opinion

UK rates return to pre-pandemic levels

The Bank of England raised interest rates for a second consecutive month in March, bringing them back to pre-pandemic levels.

Adviser-Hub 17th Mar 2022

Analysis & Opinion

The Week: Might the war in Ukraine change the direction of interest rates?

Interest rates are slated to rise several times in 2022. Does the Ukrainian crisis shift the thinking from central bankers?

Adviser-Hub 16th Mar 2022

VIDEO

Reversal of fortunes: asset class outlook for 2022

For the past decade, there has really only been one trade in town – the long duration trade. Today, the landscape looks different: how will this affect asset classes in the year ahead?

Adviser-Hub 14th Mar 2022

Market Updates

Global update: Global stock markets fall as Russia moves on Ukraine

Investors experienced fresh market volatility towards the end of February as global financial markets reacted to Russia’s invasion of Ukraine.

Adviser-Hub 9th Mar 2022

Market Updates

UK market review: UK markets drop on Ukraine invasion

Share prices in the UK generally fell during February as a whole, as concerns over the prospect of a Russian invasion of Ukraine turned into reality.

Adviser-Hub 9th Mar 2022

Market Updates

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

Adviser-Hub 9th Mar 2022

Analysis & Opinion

The Week: Soaring oil price: is a recession inevitable?

The oil price hit new highs this week, as countries took steps to cut Russian oil out of their energy supply chain.

Adviser-Hub 9th Mar 2022

VIDEO

This time it's different: what will drive markets in the year ahead?

2022 promises to be a very different kind of year for financial markets. In particular, rising rates and higher inflation will reshape the landscape. Does anything else have the power to surprise mark...

Adviser-Hub 7th Mar 2022

Analysis & Opinion

Cryptocurrencies: not a one-way ticket?

The price of Bitcoin has almost halved since November last year, reminding investors that this it is not a one-way ticket to riches.

Adviser-Hub 4th Mar 2022

Analysis & Opinion

Market View: Ukraine crisis: what does it mean for asset allocation?

Russia’s invasion of Ukraine, which is having devastating human consequences, has increased the risk of a stagflation environment. How should investors prepare for this possible scenario? Schroders’ a...

Adviser-Hub 3rd Mar 2022

Analysis & Opinion

The Week: Ukraine and the impact on markets

The impact of geopolitical events on markets is often short-lived – will it be different for the Ukrainian crisis?

Adviser-Hub 3rd Mar 2022

Analysis & Opinion

In the spotlight: the energy sector

Tensions in Ukraine have put the energy sector in the spotlight.

Adviser-Hub 1st Mar 2022

Analysis & Opinion

Handling the year ahead: how fund managers are adapting their portfolios

We ask two fund managers with flexible strategies how they are positioning for the year ahead.

Adviser-Hub 28th Feb 2022

Analysis & Opinion

The Week: Emerging markets: all doom and gloom?

Emerging markets have been a tough place to invest for over a decade, particularly outside China. Today, there seem to be even more reasons to worry.

Adviser-Hub 23rd Feb 2022

Analysis & Opinion

The Week: It’s a value rally, but not as we know it

This year’s value rally looks a little different to last year’s. There are reasons to believe it may have more longevity as a result.

Adviser-Hub 17th Feb 2022

Analysis & Opinion

Reversal of fortunes: asset class outlook for 2022

For investors that have got it right, it has been an easy way to grow wealth. However, that may be all about to change.

Adviser-Hub 17th Feb 2022

Market Updates

UK market review: Inflationary pressures continue to build

January was a challenging month for UK investors who had to contend with intensifying inflationary pressures alongside the prospect of higher UK and US interest rates and the possibility of a Russian...

Adviser-Hub 11th Feb 2022

Analysis & Opinion

UK rate increase: Back-to-back rate increases from the Bank of England

In a move intended to dampen surging inflationary pressures, the Bank of England (BoE) raised its key interest rate from 0.25% to 0.50%.

Adviser-Hub 11th Feb 2022

Market Updates

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

Adviser-Hub 11th Feb 2022

Analysis & Opinion

The Week: Does the conflict in Ukraine pose a risk to markets?

As the crisis escalates, what is the fallout for financial markets from tension on the Ukrainian border?

Adviser-Hub 10th Feb 2022

Market Updates

Global update: A volatile start to 2022

Leading equity markets generally fell during January amid concerns over the prospect of higher interest rates in the US, the impact of the Omicron variant, and mounting tensions between Russia and Ukr...

Adviser-Hub 10th Feb 2022

Analysis & Opinion

2022: what will drive markets in the year ahead?

2022 promises to be a very different kind of year. The environment of loose monetary policy and benign inflation that has characterised the decade or more since the financial crisis is starting to shi...

Adviser-Hub 8th Feb 2022

Analysis & Opinion

The Week: Risk managers deliver a gloomy prognosis

The 2022 World Economic Forum Global Risks Report suggests a difficult few years ahead. Investors will need to lean in to these risks.

Adviser-Hub 3rd Feb 2022

Analysis & Opinion

The Week: Jump in profit warnings suggests a tougher 2022

Omicron was barely getting started, but profit warnings had already started to rise in the final quarter of 2021. Supply chain problems were starting to bite.

Adviser-Hub 26th Jan 2022

Analysis & Opinion

What do weak retail sales say about the UK economy?

It had all been going swimmingly for the UK retail sector. In November all the signs pointed to a buoyant Christmas period and recovery at last for the previously lacklustre high street.

Adviser-Hub 25th Jan 2022

Analysis & Opinion

The Week: China: does its recent weakness bring opportunities?

It’s been a horrible year for investors in China – and the most recent growth statistics brought little cheer. But might this bring opportunities?

Adviser-Hub 19th Jan 2022

Analysis & Opinion

The Week: Terry Smith takes aim at Unilever

Unilever has come under fire from one of its biggest shareholders, Terry Smith, for its grandstanding on social issues. Is the criticism fair?

Adviser-Hub 13th Jan 2022

Market Updates

Global update: Higher interest rates on the horizon

Despite the spread of the Omicron variant of Covid-19, major equity markets around the world ended 2021 in positive territory, boosted by mounting hopes that the variant would prove less serious than...

Adviser-Hub 13th Jan 2022

Market Updates

UK market review: A strong end to 2021, but question-marks remain

UK equity markets wobbled early in December as investors tried to assess the potential impact of the new Omicron variant of Coronavirus.

Adviser-Hub 13th Jan 2022

Market Updates

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

Adviser-Hub 13th Jan 2022

Analysis & Opinion

The Week: An optimistic start to 2022

Markets have opened with a flourish – dismissing the new variant and inflationary pressures: should investors follow this new-found optimism?

Adviser-Hub 6th Jan 2022

Analysis & Opinion

The Week: Inflation: not so transitory after all

Inflationary pressures are real and are looking increasingly persistent rather than transitory. Investors need to be wary of the assumption that all equities can weather an inflation storm.

Adviser-Hub 16th Dec 2021

Analysis & Opinion

Bank of England makes its move

In an unexpected move, Bank of England policymakers opted to tighten monetary policy at their December meeting in a bid to address surging inflationary pressures.

Adviser-Hub 16th Dec 2021

Analysis & Opinion

The Week: 2021: a great year for active managers?

Passive dominated once again in 2020, but will that change in 2021? A lot depends on the technology sector.

Adviser-Hub 8th Dec 2021

Market Updates

Global update: Inflationary headaches intensify

Global equity markets generally fell over November as investors digested new of the discovery of the new “Omicron” variant of the Covid-19 virus in South Africa, which triggered concerns that the econ...

Adviser-Hub 2nd Dec 2021

Market Updates

UK market review: Omicron triggers uncertainties

Investor sentiment was shaken during November by the discovery of the new “Omicron” Covid-19 variant in South Africa. The news sparked concerns over the outlook for the UK and global economic recovery...

Adviser-Hub 2nd Dec 2021

Market Updates

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

Adviser-Hub 2nd Dec 2021

Analysis & Opinion

The Week: High yield bonds: another fixed income trouble spot?

It’s been a tough month for junk bonds - does this close off another avenue for fixed income investors?

Adviser-Hub 1st Dec 2021

Analysis & Opinion

The Week: The bear market in the lockdown winners

Lockdown winners have become recovery losers. Is value emerging?

Adviser-Hub 24th Nov 2021

Analysis & Opinion

The Week: Targeting Pricing Power

As UK inflation ticks higher, will the traditional strategies adopted by fund managers to deal with rising prices prove effective?

Adviser-Hub 18th Nov 2021

Analysis & Opinion

Three reasons why markets may slide

Having looked at the bull case for stock markets, it is worth examining the bear case. There are structural forces conspiring against equities today, from slowing growth, to high valuations to rising...

Adviser-Hub 15th Nov 2021

Analysis & Opinion

The Week: A year on from vaccine liberation

The announcement of a successful vaccine in November 2020 prompted a significant rally in markets, but navigating markets in 2021 has been far more complex than just buying the recovery.

Adviser-Hub 11th Nov 2021

Analysis & Opinion

Three reasons why stock markets can power onwards

A lengthy bull market is always nerve-wracking. Investors start to fret on valuations, on earnings, on the strength of economic growth. As valuations creep higher, but economic growth remains strong,...

Adviser-Hub 11th Nov 2021

Analysis & Opinion

The Week: COP26 delivers, but why is the UK lagging?

COP26 clearly showed the direction of travel for the funds industry. UK regulators may be behind the curve.

Adviser-Hub 4th Nov 2021

Market Updates

UK market review: UK policymakers set to tighten?

Interest rates are widely expected to rise at the October meeting of the BoE’s Monetary Policy Committee (MPC).

Adviser-Hub 3rd Nov 2021

Market Updates

Global market review: Higher inflation for longer

The International Monetary Fund (IMF) warned that the world is facing inflationary pressures that will be “higher and longer than expected”.

Adviser-Hub 3rd Nov 2021

Market Updates

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

Adviser-Hub 3rd Nov 2021

Analysis & Opinion

The Week: Is this really a ‘new age of optimism’?

The Chancellor delivered a boosterish budget, hailing a ‘new age of optimism’. Has the normally-measured Rishi Sunak been drinking some of the Prime Minister’s Kool-Aid? Could the UK economy be over t...

Adviser-Hub 28th Oct 2021

Analysis & Opinion

Five reasons why healthcare may be the sector of the decade

The pandemic has thrown a spotlight on the healthcare industry. It has exposed the inadequacies of healthcare infrastructure across the globe, while also showcasing the astonishing innovation potentia...

Adviser-Hub 25th Oct 2021

Analysis & Opinion

The Week: Can COP26 succeed?

Multi-national agreement is often hard won, but implementation can be even harder. Can COP 26 produce tangible long-term progress on climate change?

Adviser-Hub 20th Oct 2021

Analysis & Opinion

Commodities: all over or just beginning?

At the start of 2021, investment in the commodities and natural resources sector looked like a no-brainer. A decade of weakness had left prices low, while a sharp economic recovery and ambitious infra...

Adviser-Hub 18th Oct 2021

Analysis & Opinion

Stagflation: do you need to worry?

The murmurs about stagflation are becoming increasingly insistent. The unwelcome trio of high inflation, weak growth and high unemployment would be a tough environment for investors.

Adviser-Hub 14th Oct 2021

Analysis & Opinion

The Week: Did you miss the UK’s bounce-back?

More lacklustre data from the UK emerged this week. Is the weakness temporary? Or have we seen the best of the UK’s revival?

Adviser-Hub 13th Oct 2021

Market Updates

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

Adviser-Hub 12th Oct 2021

Market Updates

Global update: Gathering clouds

Investor sentiment during September was a hostage to concerns over faltering economic growth, rising inflation, surging energy prices, and an increasingly hawkish tone from central banks, compounded b...

Adviser-Hub 11th Oct 2021

Market Updates

UK market review: Stagflation fears hit sentiment

Investors were stalked during September as the spectre of stagflation manifested itself against a backdrop of rising prices and lacklustre growth prospects.

Adviser-Hub 11th Oct 2021

Analysis & Opinion

The Week: Who wins and who loses from higher wages?

The UK is moving to a high wage economy, according to the government, but will corporates have to foot the bill?

Adviser-Hub 7th Oct 2021

Analysis & Opinion

Will the Bank of England be raising interest rates soon?

Until recently, the Bank of England’s Monetary Policy Committee (MPC), which has responsibility for setting interest rates, was undecided if conditions were right for tightening monetary policy.

Adviser-Hub 1st Oct 2021

Analysis & Opinion

The Week: UK consumer: struggling or saviour?

The UK consumer was due to drive the economic recovery, but it hasn’t worked out that way.

Adviser-Hub 30th Sep 2021

Analysis & Opinion

The Week: Evergrande: China’s Lehman moment?

Is the imminent default of Chinese property developer Evergrande about to destabilise the wider economy? Or has the risk been overblown?

Adviser-Hub 22nd Sep 2021

Analysis & Opinion

The Week: Is the commodities super-cycle over already?

Commodities prices have been rolling over, particularly in the metals complex. Is the much-heralded commodities super-cycle a damp squib?

Adviser-Hub 15th Sep 2021

Analysis & Opinion

ESG Hub

Head to our new ESG Hub to hear news, views, and expert analysis, and to find out more about the key issues driving environmental, social, and Governance investment. Find out more

Adviser-Hub 15th Sep 2021

Analysis & Opinion

The Week: Europe’s going green

There has been a flurry of green bond issuance in Europe, does it solve the ESG problem for fixed income investors?

Adviser-Hub 8th Sep 2021

Market Updates

Tax hikes to raise money for social care

In a move designed to fund the spiralling cost of social care, the Government announced a controversial increase to National Insurance contributions (NICs) in the form of a 1.25% “Health and Social Ca...

Adviser-Hub 7th Sep 2021

Market Updates

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

Adviser-Hub 6th Sep 2021

Analysis & Opinion

The Week: Will tapering bring the stock market party to an end?

Markets continue to ride a wave of easy money: could the Federal Reserve bring that to an abrupt halt?

Adviser-Hub 2nd Sep 2021

Market Updates

UK market review: M&A activity boosts mid caps in August

Investors witnessed a surge of M&A activity in August as companies sought to make use of their high cash balances.

Adviser-Hub 2nd Sep 2021

Market Updates

Global update: The beginning of the end

The US Federal Reserve may start to reduce its stimulus measures sooner than expected.

Adviser-Hub 2nd Sep 2021

Analysis & Opinion

China

“A white knuckle ride” is how Dzmitry Lipski, head of funds research at Interactive Investor, described the performance of the Chinese stock market in the wake of a government crackdown on the nation’...

Adviser-Hub 1st Sep 2021

Analysis & Opinion

The Week: What does a normalising recovery mean for investors?

As economic recovery starts to slow into a more normal pattern, is it bad news for over-inflated markets?

Adviser-Hub 26th Aug 2021

Analysis & Opinion

Five things to watch out for in the rest of 2021

The economic restart is well under way, with buoyant economic data emerging from most major economies. However, the world can only reopen once and we are entering the ‘post-restart’ era.

Adviser-Hub 20th Aug 2021

Analysis & Opinion

The Week: Inflation falling? No-one is fooled

Inflation may have dropped, but few believe inflationary pressures have gone away.

Adviser-Hub 18th Aug 2021

Analysis & Opinion

How to get the maths right on education costs

After a bumper year for A level grades, almost 400,000 students were confirmed at their first-choice university this year. This is good news for them, but may also commit their long-suffering parents...

Adviser-Hub 16th Aug 2021

Analysis & Opinion

The Week: Outsourcing

Large institutional investors are being driven to outsource investment management, but is this a welcome trend?

Adviser-Hub 11th Aug 2021

Market Updates

Global update: Investors rattled by Delta spread

Mounting inflationary pressures and the continued spread of the Delta coronavirus variant raised fresh questions over the outlook for economic recovery.

Adviser-Hub 6th Aug 2021

Market Updates

UK market review: Freedom … but no celebration for UK investors

England’s “Freedom Day” on 19th July received a lacklustre welcome from investors as the Delta variant of the Covid-19 virus continued to spread.

Adviser-Hub 6th Aug 2021

Market Updates

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

Adviser-Hub 6th Aug 2021

Market Updates

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Be sure to follow us on LinkedIn to stay up to date with all the latest news, articles and information from our editors and sponsors.

Adviser-Hub 4th Aug 2021

Analysis & Opinion

The Week: Will fund managers continue to Zoom?

Fund managers have had to conduct company management meetings remotely over the past year. To what extent will they revert to old practices as normal life re-emerges?

Adviser-Hub 4th Aug 2021

Analysis & Opinion

The Week: Time to revisit the UK Equity income sector?

It has been a better period for the UK equity income sector. It has benefited from UK economic recovery and a bounce-back in payouts. But can its strength endure?

Adviser-Hub 28th Jul 2021

Analysis & Opinion

Adapting to inflation

A bottom-up view – for investors, building resilient portfolios that can thrive in this environment will be key to capturing sustainable returns.

Adviser-Hub 22nd Jul 2021

Analysis & Opinion

The Week: Olympic glory for Japanese equities?

As the Olympic games get underway in Japan, the country’s equity markets have been little more than an also-ran. Can they catch up?

Adviser-Hub 21st Jul 2021

Market Updates

Global update: Growth and inflation are on the rise

Prospects for inflation and interest rates continued to garner headlines during June.

Adviser-Hub 15th Jul 2021

Market Updates

UK market review: UK inflation breaches 2% target

Against a backdrop of intensifying pressures, both at home and in the US, UK investors continued to focus on the outlook for inflation during June.

Adviser-Hub 15th Jul 2021

Market Updates

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

Adviser-Hub 15th Jul 2021

Analysis & Opinion

The Week: Is the UK economy in trouble?

While UK fund managers suggest buoyant growth for the UK economy, recovery is not yet assured as recent GDP and inflation figures demonstrate.

Adviser-Hub 14th Jul 2021

Analysis & Opinion

Why quality is crucial in the debate around growth and value

It's been a growth market for years, but we may be at a turning point where value and quality become more important.

Adviser-Hub 8th Jul 2021

Analysis & Opinion

The journey to a carbon-neutral economy

The electrification challenge – Walter Scott's investment team considers the challenge and opportunity in the coming energy transition

Adviser-Hub 8th Jul 2021

Analysis & Opinion

Market View: What Japan’s digital transformation means for markets

After years as relative laggards, Japanese companies are now diving into digital transformation.

Adviser-Hub 8th Jul 2021

Analysis & Opinion

The Week: Is the UK index fit for purpose?

The UK market is facing an assault from private equity, which is picking off the best companies at the bottom and top of the market. How can it improve?

Adviser-Hub 7th Jul 2021

Analysis & Opinion

The Week: Will the second half of 2021 be as strong as the first?

It has been a cracking start to 2021 for investors, but eeking out gains in the second half of the year may be tougher.

Adviser-Hub 1st Jul 2021

Analysis & Opinion

The Week: Time to call time on open-ended property funds?

As Aegon closes its Property Income fund and feeder funds, are we ignoring the elephant in the room on property funds?

Adviser-Hub 23rd Jun 2021

Analysis & Opinion

The Week: Is the recovery running out of steam?

Until the last few weeks, the global recovery had surprised with its strength. However, recently the signals – on jobs, on retail sales, on inflation – have been more mixed.

Adviser-Hub 17th Jun 2021

Market Updates

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

Adviser-Hub 15th Jun 2021

Market Updates

Global bond market review: Where next for monetary policy?

During May, ECB Vice President Luis de Guindos warned that recent increases in US bond yields had revived concerns over the potential for shifts in financial conditions, which could affect indebted co...

Adviser-Hub 14th Jun 2021

Market Updates

Europe market review: European growth set to accelerate

Following the easing of lockdown measures, the eurozone is experiencing its strongest surge in demand for goods and services in almost 15 years. However, companies are struggling to keep up with deman...

Adviser-Hub 14th Jun 2021

Market Updates

Emerging markets review: Covid hampers emerging Asia’s recovery

Although China’s strong economy recovery is helping to support developing economies across Asia, lockdown-related restrictions are reducing domestic demand in many economies.

Adviser-Hub 14th Jun 2021

Market Updates

Asia Japan market review: Is Japan heading for a double-dip recession?

Share prices in Japan delivered a muted performance during May as investors digested lacklustre economic data alongside concerns over the prospects for the approaching Tokyo Olympic Games.

Adviser-Hub 14th Jun 2021

Market Updates

US market review: Fed plays down inflationary concerns

The future trajectory of inflation was the principal factor preoccupying investors in the US during May following the news that the rate of consumer price inflation had risen at its fastest rate since...

Adviser-Hub 10th Jun 2021

Market Updates

UK equity income market review: UK dividends show signs of a pickup

Having breached 7,000 points for the first time since February 2020 during April, the FTSE 100 Index rose above 7,000 once again during May.

Adviser-Hub 10th Jun 2021

Market Updates

UK equity market review: Signs of building inflationary pressures

Non-essential shops reopened in April and retail sales rose sharply in April, climbing by 9.2% from March. In particular, clothing sales rose by 69.4% over the month.

Adviser-Hub 10th Jun 2021

Market Updates

UK bond market review: Economic recovery boosts inflation

The annualised rate of UK inflation surged during April from 0.7% to 1.5%, stoked by a sharp appreciation in the cost of household utilities and clothing.

Adviser-Hub 10th Jun 2021

Analysis & Opinion

The Week: Why is the gold price rising?

Inflation? Cryptos? Interest rates? What explains the recent strength of gold?

Adviser-Hub 9th Jun 2021

VIDEO

Adviser-Hub Rethinking Income Panel Discussion: Predictable income: is it possible?

Hosted by Cherry Reynard with Simon Young - Portfolio Manager, UK Equities, AXA Investment Managers/ Jan Oliver - Partner, Income Strategies, Baillie Gifford/ Jason Borbora-Sheen - Portfolio Manager,...

Adviser-Hub 9th Jun 2021

Market Updates

Global update: Markets gripped by inflation fears

Although global equity markets generally ended May in positive territory, investor sentiment during the month was affected by growing concerns that mounting inflationary pressures could lead to higher...

Adviser-Hub 9th Jun 2021

Analysis & Opinion

The Week: Boom times for the global economy

The global economy is flying, but with structural imbalances building, will its strength be reflected in markets?

Adviser-Hub 3rd Jun 2021

VIDEO

Adviser-Hub Rethinking Income Panel Discussion: Casting a wider net for growing income

Hosted by Cherry Reynard with Simon Young - Portfolio Manager, UK Equities, AXA Investment Managers/ Jan Oliver - Partner, Income Strategies, Baillie Gifford/ Jason Borbora-Sheen - Portfolio Manager,...

Adviser-Hub 3rd Jun 2021

Analysis & Opinion

The Week: Dividends are back! Will investors follow?

The latest Janus Henderson Global Dividend index should make encouraging reading for beleaguered income seekers.

Adviser-Hub 26th May 2021

VIDEO

Adviser-Hub Rethinking Income Panel Discussion: Can income’s big hitters revive?

Hosted by Cherry Reynard with Simon Young - Portfolio Manager, UK Equities, AXA Investment Managers/ Jan Oliver - Partner, Income Strategies, Baillie Gifford/ Jason Borbora-Sheen - Portfolio Manager,...

Adviser-Hub 26th May 2021

Market Updates

Asia Japan market review: Japan’s inflation remains lacklustre

Business confidence in Japan improved during the first three months of 2021.

Adviser-Hub 21st May 2021

Analysis & Opinion

Predictable income: is it possible?

What is their secret for generating reliable income and are they optimistic for the year ahead?

Adviser-Hub 21st May 2021

Analysis & Opinion

The Week: Is the US heading for disaster?

For US treasury secretary Larry Summers believes that the Fed is ignoring the risks of inflation and could be sowing the seeds of financial instability.

Adviser-Hub 19th May 2021

Market Updates

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

Adviser-Hub 18th May 2021

Market Updates

US market review: Fresh spending plans from President Biden

US share prices rose during April as investor sentiment was boosted by President Joe Biden’s extensive spending plan.

Adviser-Hub 17th May 2021

Market Updates

UK equity income market review: Companies return value to shareholders

As investors became increasingly sanguine about prospects for the UK economic recovery, share prices generally rose during April.

Adviser-Hub 17th May 2021

Market Updates

UK equity market review: Mid-caps hit new highs

The FTSE 250 Index, whose constituents tend to be more exposed to the UK economy, hit a new all-time high during April, stoked by renewed optimism over the UK’s prospects as the economy continues to r...

Adviser-Hub 17th May 2021

Market Updates

UK bond market review: Inflation picks up

Public sector borrowing rose to £303.1 billion over the year to the end of March 2021 – £246.1 billion more than in the year to March 2020 and representing the highest level since records began in 194...

Adviser-Hub 17th May 2021

Market Updates

Global bond market review: Default rates set to remain high?

Sovereign defaults hit record levels during 2020 as the coronavirus pandemic and falling oil prices weakened credit quality.

Adviser-Hub 17th May 2021

Market Updates

Europe market review: “Double-dip” recession for Europe

Having slipped back into recession during the first three months of 2021, the eurozone fell into a “double-dip” recession.

Adviser-Hub 17th May 2021

Market Updates

Emerging markets review: India struggles with second wave

The global death toll from Covid-19 exceeded three million during April, according to Johns Hopkins University.

Adviser-Hub 17th May 2021

Analysis & Opinion

Casting a wider net

With fixed income a tough place to generate income and dividend payouts still uncertain, investors have cast a wider net to shore up their income.

Adviser-Hub 13th May 2021

Analysis & Opinion

US$6 trillion spending plans show Joe is far from "Sleepy"

Biden is in a hurry, pledging US$6 trillion for Covid recovery, infrastructure rebuilds, and the green economy. But will he succeed?

Adviser-Hub 13th May 2021

Market Updates

A multi-asset approach to ESG integration

When it comes to combining top-down and bottom-up investment decisions, ESG integration can become more complex.

Adviser-Hub 13th May 2021

Analysis & Opinion

The Week: Europe: the advantage of low expectations

Europe’s economic data may be weak, but its corporate sector is showing a buoyant recovery – and expectations are far lower than for the buoyant US.

Adviser-Hub 12th May 2021

Analysis & Opinion

Can income’s big hitters revive?

Equity income and bonds have traditionally done the heavy lifting in income portfolios. However, both areas came under pressure in 2020.

Adviser-Hub 6th May 2021

Market Updates

Global update: Optimism drives share prices in April

Global equity markets generally rose during April, buoyed by encouraging economic data from the US. The IMF upgraded its forecasts for global growth from 5.5% to 6% in 2021 and from 4.2% to 4.4% in 20...

Adviser-Hub 5th May 2021

Analysis & Opinion

The Week: Biden tops the charts for stock market performance

Unlike his predecessor, President Biden has been quiet on stock market performance in his first 100 days. While it may be tempting to boast, he is right to be cautious.

Adviser-Hub 5th May 2021

Analysis & Opinion

The Week: Why have US earnings failed to impress?

US earnings season has been a blast. Companies have been smashing it out of the park on profitability and growth as they put the pandemic behind them.

Adviser-Hub 29th Apr 2021

VIDEO

The weak spots in adviser ESG strategies: Measurement and performance

Hosted by Cherry Reynard with Jake Moeller - Senior Investment Consultant, Square Mile/ Ben Constable Maxwell - Head of Sustainable and Impact Investing, M&G Investments/ Toby Gibb - Global Head of In...

Adviser-Hub 28th Apr 2021

Analysis & Opinion

The Week: Diminishing rewards for taking risk

The potential rewards for taking investment risk are falling: should investors be concerned about rising asset prices?

Adviser-Hub 22nd Apr 2021

Market Updates

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

Adviser-Hub 21st Apr 2021

VIDEO

The weak spots in adviser ESG strategies: Do advisers have the tools to build a balanced portfolio?

Hosted by Cherry Reynard with Jake Moeller - Senior Investment Consultant, Square Mile/ Ben Constable Maxwell - Head of Sustainable and Impact Investing, M&G Investments/ Toby Gibb - Global Head of In...

Adviser-Hub 21st Apr 2021

Analysis & Opinion

Seven lessons from 73 years of multi-asset investing

What have we learned over the past seven decades in multi-asset, and how does it relate to what we can expect in the future?

Adviser-Hub 21st Apr 2021

Analysis & Opinion

How Covid has transformed investing

If the pandemic has changed how we work, play and live – what has been the impact on the way we invest?

Adviser-Hub 21st Apr 2021

Market Updates

US market review: Biden signs Covid Relief Bill into law

Investor sentiment in the US was buoyed during March as President Biden’s American Rescue Plan was approved and signed into law.

Adviser-Hub 20th Apr 2021

Market Updates

UK equity income market review: Equity income expected to pick up in 2021

UK share prices continued to improve during March as investors drew encouragement from the continued successful rollout of the Covid-19 vaccination programme across the country.

Adviser-Hub 20th Apr 2021

Market Updates

UK equity market review: Vaccine optimism gains traction

As coronavirus infection rates in the UK continue to subside and the vaccination programme expands, there is “light at the end of the tunnel” according to BoE Governor Andrew Bailey.

Adviser-Hub 20th Apr 2021

Market Updates

UK bond market review: 19% of the UK workforce remains on furlough

Improving investor confidence, underpinned by the ongoing rollout of Covid-19 vaccines, pushed the yield on the benchmark UK government bond to its highest level in almost two years during March.

Adviser-Hub 20th Apr 2021

Market Updates

Global bond market review: Growth hopes drive up yields

Global bond yields continued to rise throughout March as expectations for economic growth and inflation were bolstered by the global Covid-19 vaccination rollout and the passing of US President Joe Bi...

Adviser-Hub 20th Apr 2021

Market Updates

Europe market review: European investors shrug off third wave

Share prices in Europe generally strengthened during March, despite concerns over the slow rollout of the coronavirus vaccine and worries about a third wave of Covid-19 infections sweeping across the...

Adviser-Hub 20th Apr 2021

Market Updates

Emerging markets review: China eyes 6% GDP growth for 2021

Having scrapped its GDP target last May in response to the Covid-19 pandemic, China announced that it aims to achieve economic growth in excess of 6% in 2021.

Adviser-Hub 20th Apr 2021

Market Updates

Asia Japan market review: Asia set to benefit from US stimulus

The Asia Pacific region is set to benefit from a stronger global recovery, according to S&P Global Ratings.

Adviser-Hub 20th Apr 2021

VIDEO

The weak spots in adviser ESG strategies: Constructing a portfolio

Hosted by Cherry Reynard with Jake Moeller - Senior Investment Consultant, Square Mile/ Ben Constable Maxwell - Head of Sustainable and Impact Investing, M&G Investments/ Toby Gibb - Global Head of In...

Adviser-Hub 15th Apr 2021

Analysis & Opinion

The Week: Barnett is back: can he deliver?

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

Analysis & Opinion

The Week: Is the reflation trade at risk?

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

Market Updates

Global update: “Light at the end of the tunnel”?

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

Analysis & Opinion

The Week: Why didn’t Deliveroo deliver?

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

Adviser-Hub 31st Mar 2021

Analysis & Opinion

Which equity sectors can combat higher inflation?

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

Analysis & Opinion

Five important questions about impact bonds

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

Analysis & Opinion

Picking the right sustainable fund: three questions to ask

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

Analysis & Opinion

The Week: Lessons from a veteran investor

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

Analysis & Opinion

Is your ESG manager any good?

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

Market Updates

Global bond market review: Global bond sell-off in February

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

Market Updates

Europe market review: Economic confidence improves in Europe

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

Adviser-Hub 22nd Mar 2021

Market Updates

Asian Japan market review: Nikkei reaches 30-year closing high

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

Market Updates

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

Adviser-Hub 22nd Mar 2021

Analysis & Opinion

The Week: Are there any silver linings for commercial property?

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

Market Updates

UK bond market review: Letting the inflationary cat out of the bag?

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

Market Updates

US market review: Rising speculation over inflation

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

Market Updates

UK equity income market review: Banks resume dividend payouts

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

Market Updates

UK equity market review: The end of lockdown beckons

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

Analysis & Opinion

The right tools: is it possible to build a balanced ESG portfolio?

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

Adviser-Hub 16th Mar 2021

Analysis & Opinion

The Week: The fixed income reckoning

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

Adviser-Hub 10th Mar 2021

Market Updates

The Week: Will listings shake-up draw businesses to the UK?

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

Market Updates

Global update: Concerns grow over inflation

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

Adviser-Hub 3rd Mar 2021

Market Updates

Will the SFDR fill advisers’ ESG gaps?

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

Analysis & Opinion

The Week: All change for fixed income

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

Market Updates

Why this may be Asia’s century…and why it might not

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

Market Updates

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

Adviser-Hub 17th Feb 2021

Market Updates

The Week: Woodford’s back…and he’s right about one thing

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

Adviser-Hub 17th Feb 2021

Market Updates

US market review: President Biden takes office

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

Market Updates

UK equity income market review: Dividends fall to eight-year low

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

Market Updates

UK equity market review: Fresh lockdown for the UK

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

Market Updates

UK bond market review: Lacklustre outlook for the UK economy

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

Market Updates

Global bond market review: Bond yields lifted by hopes of US stimulus spending

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

Market Updates

Europe market review: Outlook for Europe remains subdued

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

Market Updates

Emerging market review: China posts best quarterly growth for two years

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

Market Updates

Asia Japan market review: Hopes of US stimulus boost sentiment

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

Market Updates

5 things to know about ‘The Great Reset’

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

Market Updates

Inflation – are you scared?

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

Adviser-Hub 10th Feb 2021

Market Updates

The Week: Stock markets: a year since the crash

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

Adviser-Hub 10th Feb 2021

Market Updates

The Week: The new-found enthusiasm for emerging markets

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

Adviser-Hub 4th Feb 2021

Market Updates

Diversified Income Fund

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

Adviser-Hub 4th Feb 2021

Market Updates

Global update: “Unintended consequences”

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

Market Updates

The Week: Vaccine worries and the stock market bubble

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

Market Updates

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

Adviser-Hub 20th Jan 2021

Market Updates

Asian Japan market review: Japanese exports disappoint

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

Market Updates

The Week: A new broom at the White House

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

Market Updates

US market review: US equities end 2020 strongly

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

Market Updates

UK equity income market review: Dividends set to pick up in Q2 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

Market Updates

UK equity market review: Worst year for the FTSE 100 since 2008

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

Market Updates

UK bond market review: Investors welcome post-Brexit trade deal

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

Market Updates

Global bond market review: A challenging outlook for sovereigns

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

Market Updates

Europe market review: Europe welcomes post-Brexit trade deal

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

Market Updates

Emerging market review: Brazil exits recession

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

Market Updates

The Week: Will the SFDR change the world?

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

Adviser-Hub 13th Jan 2021

Market Updates

The Week: Muted reaction to eleventh-hour Brexit deal

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

Adviser-Hub 6th Jan 2021

Market Updates

Global update: Shares advance on vaccine optimism

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

Adviser-Hub 5th Jan 2021

Market Updates

The Week: The investment lessons we learned in 2020

2020 was a difficult year, but investors shouldn’t waste the opportunity to learn from it. A crisis may be painful, but it can help create better investors.

Adviser-Hub 16th Dec 2020

Market Updates

US market review: US share prices reach new highs

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

Adviser-Hub 15th Dec 2020

Market Updates

UK equity income market review: A tough Q3 for UK dividends

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

Adviser-Hub 15th Dec 2020

Market Updates

UK equity market review: UK equities rally in November

UK share prices rose strongly during November, driven up by mounting optimism over the development of Covid-19 vaccines and hopes that a Brexit trade deal will be reached.

Adviser-Hub 15th Dec 2020

Market Updates

UK bond market review: Improving optimism… deteriorating data

Investor sentiment improved sharply during November, underpinned by the news of vaccine breakthroughs in the UK and the US. Improving hopes for the economic outlook led to a surge in demand for higher...

Adviser-Hub 15th Dec 2020

Market Updates

Global bond market review: Corporate defaults on the rise

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

Adviser-Hub 15th Dec 2020

Market Updates

Europe market review: European markets shrug off negative data

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

Adviser-Hub 15th Dec 2020

Market Updates

Emerging markets review: Investors welcome a Biden presidency

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

Adviser-Hub 15th Dec 2020

Market Updates

Asia Japan market review: Asian markets surge in November

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

Adviser-Hub 15th Dec 2020

Market Updates