articles from Adviser-Hub

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

Adviser-Hub 9th Apr 2025

Market Updates

UK market review: “Double whammy”

UK share prices fell during March as investors became increasingly jittery about the prospect of a global trade war ahead of an expected swathe of worldwide US trade tariffs scheduled to take place...

Adviser-Hub 9th Apr 2025

Market Updates

Spring Statement 2025: ISA reforms loom

Chancellor of the Exchequer Rachel Reeves’ Spring Statement included downgrades to growth forecasts, higher defence expenditure, and further cuts to welfare spending.

Adviser-Hub 28th Mar 2025

Market Updates

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

Adviser-Hub 11th Mar 2025

Market Updates

Global updates: tariff jitters

US markets declined over February as a whole, driven down by concerns over the possible impact of US President Donald Trump’s trade tariffs.

Adviser-Hub 11th Mar 2025

Market Updates

UK market review: “A deterrent to investment”?

US markets declined over February as a whole, driven down by concerns over the possible impact of US President Donald Trump’s trade tariffs.

Adviser-Hub 11th Mar 2025

Market Updates

Interest rate update: Bank of England cuts rates and downgrades UK growth forecast

Having cut UK interest rates twice in 2024, the Bank of England announced its first cut of 2025 at the Monetary Policy Committee’s February meeting. The BoE cut its key interest rate to...

Adviser-Hub 7th Feb 2025

Market Updates

Global updates: Trump hits the ground running

US markets rose following the inauguration of Donald Trump as the 47th US President began to issue a raft of executive orders.

Adviser-Hub 7th Feb 2025

Market Updates

UK market review: “Dark days ahead”?

Mounting hopes of lower interest rates, alongside weaker sterling, rising oil prices, and renewed interest in non-technology stocks, propelled the FTSE 100 Index to new highs during January.

Adviser-Hub 7th Feb 2025

Market Updates

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

Adviser-Hub 7th Feb 2025

Market Updates

Global updates: Markets brace for Trump’s second term

Although the Dow Jones Industrial Average Index fell by 5.3% in December, dampened by uncertainty over the pace of future rate cuts, it rose by 12.9% over 2024.

Adviser-Hub 9th Jan 2025

Market Updates

UK market review: UK markets end 2024 in the black … but risks remain

The FTSE 100 Index ended 2024 in positive territory, rising by 5.7% over the year to notch up a fourth consecutive year of positive gains. However, the blue-chip index fell by 1.4% over December.

Adviser-Hub 9th Jan 2025

Market Updates

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

Adviser-Hub 9th Jan 2025

Market Updates

Interest updates: Fed cuts; Bank of England holds

Having previously implemented cuts in September and November, the Federal Reserve (Fed) cut US interest rates at its December meeting.

Adviser-Hub 19th Dec 2024

Market Updates

Global updates: Return of the tariff man

Newsflow and sentiment in November were dominated by the US election and its outcome, as Donald Trump’s victory stoked expectations of deregulation, tax cuts, and fresh tariffs.

Adviser-Hub 11th Dec 2024

Market Updates

UK market review: Politics in focus

Politics – including the US election and the ongoing fallout from October’s Budget – absorbed much of the limelight in the UK during November. The Bank of England warned of mounti...

Adviser-Hub 11th Dec 2024

Market Updates

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

Adviser-Hub 11th Dec 2024

Market Updates

Interest rate update: What next for interest rates?

Interest rates in the UK and the US were cut in November as expected; nevertheless, recent political developments on both sides of the Atlantic raised some uncertainties about the future path of mo...

Adviser-Hub 12th Nov 2024

Market Updates

Global updates: A choppy month for markets

Uncertainty ahead of the US Presidential election weighed on share prices in the US and around the world during October. Major equity markets were choppy but generally fell over the month, although...

Adviser-Hub 8th Nov 2024

Market Updates

UK market review: All eyes on Reeves’ first Budget

In Labour’s first Budget since 2010, Chancellor of the Exchequer Rachel Reeves unveiled what the Office for Budget Responsibility described as “a large, sustained increase in spending,...

Adviser-Hub 8th Nov 2024

Market Updates

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

Adviser-Hub 8th Nov 2024

Market Updates

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

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

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

Market Updates

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

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

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

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

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

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

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

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

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

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

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

Market Updates

Global updates: “Limping along”

Equity and bond prices fell during October as investors’ appetite for risk was blunted by geopolitical tensions and economic uncertainties.

Aberdeen Investments 10th 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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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Adviser-Hub 4th Aug 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

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

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

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

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

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

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

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

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

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

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

Market Updates

Market View: A year in a bubble

As Google search trends for “stock market bubble” reach record levels, Fidelity Global Special Situations Fund Portfolio Manager Jeremy Podger examines the current state of markets

Fidelity International 12th 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

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

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

Adviser-Hub 15th Dec 2020

Market Updates

The Week: Deal or no deal, the UK’s unpopularity could continue

The UK market is hugely out of favour, but some resolution to the Brexit situation – be that deal or no deal – see UK assets find favour once again?

Adviser-Hub 10th Dec 2020

Market Updates

Global update: A November to remember

It was a November for investors to remember as a widespread focus on the perceived safe havens of gold and government bonds was replaced by renewed interest in equities.

Adviser-Hub 8th Dec 2020

Market Updates

The Week: Could 2021 be a better year for equity income?

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

Adviser-Hub 3rd Dec 2020

Market Updates

The Week: Can Britain bounce back?

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

Adviser-Hub 26th Nov 2020

Market Updates

Extraordinary measures

The Covid-19 pandemic is set to deal a lasting blow to the UK economy and labour market, according to Chancellor of the Exchequer Rishi Sunak at his Spending Review.

Adviser-Hub 25th Nov 2020

Market Updates

The Week: China’s century

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

Adviser-Hub 18th Nov 2020

Market Updates

The Week: Vaccine fever

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

Adviser-Hub 12th Nov 2020

Market Updates

US market review: US sentiment dips in October

US equity markets fell during October as cases of Covid-19 reached new daily records and news of rising infection rates and lockdowns in Europe affected sentiment amongst US investors.

Adviser-Hub 11th Nov 2020

Market Updates

Global bond market review: Global bonds in demand

Global bonds had a choppy October as expectations of fresh Covid-19 relief funding in the US were dashed by deadlock between the Republican and Democratic parties. Investor sentiment was further desta...

Adviser-Hub 11th Nov 2020

Market Updates

Emerging markets review: China’s recovery gains traction

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

Adviser-Hub 11th Nov 2020

Market Updates

Asia Japan market review: Question-marks over Asia’s recovery

The IMF expects the Asia Pacific economy to shrink by 2.2% in 2020; nevertheless, the region is set to post a healthy recovery in 2021 with growth of 6.9%

Adviser-Hub 11th Nov 2020

Market Updates

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

Adviser-Hub 11th Nov 2020

Market Updates

US Election: Biden wins the US Presidential election

After a bitterly contested and chaotic US election that was marred by allegations of voter fraud, Joe Biden exceeded the threshold of 270 electoral college votes to become President-Elect.

Adviser-Hub 10th Nov 2020

Market Updates

UK equity income market review: What next for dividends?

Hopes that a nascent economic recovery could lead to a renaissance for UK dividends were dealt a blow at the end of October as the Government implemented further lockdown measures in a bid to stem the...

Adviser-Hub 5th Nov 2020

Market Updates

UK equity market review: “Nightmare before Christmas”

As infection rates continued to increase in areas of England, the UK Government decided to implement another series of lockdown measures lasting from 5 November to 2 December.

Adviser-Hub 5th Nov 2020

Market Updates

UK bond market review: Fears of a “double-dip” recession

Demand for UK gilts rose during October as Covid-19 infection rates continued to climb, and the UK and EU failed to progress their post-Brexit trade negotiations.

Adviser-Hub 5th Nov 2020

Market Updates

Europe market review: Fresh lockdowns across Europe

Prospects for Europe’s economic recovery were set back during October by the implementation of tighter lockdown restrictions as the second wave of the coronavirus pandemic intensified.

Adviser-Hub 5th Nov 2020

Market Updates

The Week: Not red to blue, but West to East

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

Adviser-Hub 4th Nov 2020

Market Updates

Five legitimate questions about diversification

A lot has been claimed for diversification: in particular, Nobel Prize winner Harry Markowitz’s badged it ‘the only free lunch in finance’, implying that it was, essentially, money for nothing.

Adviser-Hub 3rd Nov 2020

Market Updates

Global update: The “second wave” breaks

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

Adviser-Hub 2nd Nov 2020

Market Updates

The Week: Is fund management failing on diversity?

Two surveys have shown that fund managers may only be talking the talk on diversity, but as fund selectors get serious on the issue, they may have to act fast.

Adviser-Hub 28th Oct 2020

Market Updates

The Week: How should investors play the recovery?

With cases rising, economic recovery looks some way off, but investors should prepare for a best-case scenario as well as a worst-case scenario.

Adviser-Hub 21st Oct 2020

Market Updates

Joining the dots - part 2

In the second of a two-part series, Fidelity Global Focus Fund Manager Amit Lodha discusses the potentially disruptive forces of blockchain and digital currencies. He outlines why this is an important...

Fidelity International 14th Oct 2020

Market Updates

Asia Japan market review: Australia tips into recession

As anticipated, Yoshihide Suga took office as Japan’s Prime Minister in September following the resignation of Shinzo Abe on the grounds of ill health. Mr Suga is widely expected to carry on with Mr A...

Adviser-Hub 14th Oct 2020

Market Updates

Global update: Rising infection levels knock sentiment

Share prices generally fell during September amid concerns over rising infection levels and their potential impact on economic activity. Investors’ worries were compounded by doubts over Brexit negoti...

Adviser-Hub 14th Oct 2020

Market Updates

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

Adviser-Hub 14th Oct 2020

Market Updates

The Week: Living with uncertainty

Uncertainty has become a fact of life in recent years. The IMF’s recent assessment of the state of the global economy makes things little clearer.

Adviser-Hub 14th Oct 2020

Market Updates

US market review: Counting down to the Presidential election

The Nasdaq Index has performed strongly in recent months, driven up by robust performance from technology shares; over September, however, the index fell by 5.2% as investors took profits.

Adviser-Hub 14th Oct 2020

Market Updates

UK equity income market review: Search for yield remains a challenge

UK share prices were dragged down during September by fears that the economic recovery could be held back by a “second wave” of coronavirus infections. The FTSE 100 Index fell by 1.6% during September...

Adviser-Hub 14th Oct 2020

Market Updates

UK equity market review: Brexit trade deal remains unresolved

Share prices in the UK fell during September amid concerns that a surge in infection rates, accompanied by localised lockdowns, could undermine economic recovery. Both the FTSE 100 Index and the FTSE...

Adviser-Hub 14th Oct 2020

Market Updates

UK bond market review: Speculation over negative rates

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

Adviser-Hub 14th Oct 2020

Market Updates

Global bond market review: US politics dominate sentiment

US government bond yields were boosted during September by hopes that fresh fiscal stimulus might be introduced. However, by the end of the month, a deal had not been agreed between Republicans and De...

Adviser-Hub 14th Oct 2020

Market Updates

Europe market review: A wake-up call for Europe?

Investor sentiment in Europe was dampened during September by an uptick in coronavirus infection rates across the region, and the World Health Organisation (WHO) warned that the news should be “a wake...

Adviser-Hub 14th Oct 2020

Market Updates

Emerging markets review: China’s recovery gains traction

Economic data released in September fuelled hopes that China’s post-Covid economic recovery might be gathering pace. Industrial production rose at its fastest rate since December.

Adviser-Hub 14th Oct 2020

Market Updates

The Week: UK equity income: is there any hope?

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

Adviser-Hub 7th Oct 2020

Market Updates

The Week: Tough times for Uncle Sam

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

Adviser-Hub 1st Oct 2020

Market Updates

Five consequences of ‘lower for longer’ interest rates

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

Adviser-Hub 28th Sep 2020

Market Updates

The Week: How is China faring in the wake of the Covid-19 outbreak?

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

Adviser-Hub 23rd Sep 2020

Market Updates

Inflation – should you be scared? (and what you can do about it)

Policymakers have responded to the Covid-19 outbreak by spending: history suggests this should create inflation. Should investors be worried and how can they protect themselves?

Adviser-Hub 21st Sep 2020

Market Updates

Global bond market review: The Fed’s new approach

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

Adviser-Hub 17th Sep 2020

Market Updates

The Week: Will a vaccine change the game?

Stock markets appear to be defying gravity. They have continued to rise in the face of some grim economic news. This begs the question of what they would do in the face of really good news: a vaccine,...

Adviser-Hub 17th Sep 2020

Market Updates

Europe market review: Three key challenges for the ECB

Amid signs that Covid-19 infection rates were on the rise once again around Europe, some localised restrictions were reimposed in August, putting a brake on economic activity.

Adviser-Hub 17th Sep 2020

Market Updates

Emerging markets review: India’s economy contracts sharply

As the pandemic took its toll on economic activity, India’s economy contracted by 23.9% during the three months to the end of June.

Adviser-Hub 17th Sep 2020

Market Updates

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

Adviser-Hub 17th Sep 2020

Market Updates

US market review: Fed updates its inflation policy

The number of Covid-19 cases in the US rose to over six million during August, with more than 182,000 deaths recorded. Schools and colleges have been slow to reopen, and this is likely to affect consu...

Adviser-Hub 16th Sep 2020

Market Updates

UK equity income market review: UK dividends fall sharply in Q2

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

Adviser-Hub 16th Sep 2020

Market Updates

UK equity market review: UK in recession

The UK economy entered recession for the first time since 2009: having contracted by 2.2% in the first quarter of 2020, the economy shrank at a record rate of 20.4% during the second quarter.

Adviser-Hub 16th Sep 2020

Market Updates

UK bond market review: Government debt rises above £2 trillion

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

Adviser-Hub 16th Sep 2020

Market Updates

The Week: Is there hope for friendless emerging markets?

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

Adviser-Hub 10th Sep 2020

Market Updates

Global update: Share price rises defy an uncertain outlook

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

Adviser-Hub 3rd Sep 2020

Market Updates

The Week: Is commercial property the elephant in you

Fund managers are seldom the first to predict the long-term decline of their asset class, but surely commercial property managers are looking to the future with some trepidation?

Adviser-Hub 2nd Sep 2020

Market Updates

The Week: Global dividends: a port in a storm?

Have global dividends been hit as hard as UK dividends? The Janus Henderson Global Dividend index shows some markets are yet to see an impact.

Adviser-Hub 26th Aug 2020

Market Updates

The Week: A last hurrah for growth stocks

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

Adviser-Hub 20th Aug 2020

Market Updates

The Week: Grim reading on UK data

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

Adviser-Hub 12th Aug 2020

Market Updates

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

Adviser-Hub 12th Aug 2020

Market Updates

UK equity income market review: UK dividends dive in Q2

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

Adviser-Hub 11th Aug 2020

Market Updates

UK equity market review: Uncertainty hits UK share prices

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

Adviser-Hub 11th Aug 2020

Market Updates

UK bond market review: Mounting fears over UK jobs

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

Adviser-Hub 11th Aug 2020

Market Updates

Europe market review: Europe enters recession

The eurozone’s economy slid into recession, shrinking by a record 12.1% during the second quarter following a first-quarter contraction of 3.6%. Between April and June.

Adviser-Hub 11th Aug 2020

Market Updates

Asia Japan market review: Asian economies fall into recession

Investor sentiment in Australia received a blow from the government’s decision to put the state of Victoria into lockdown following a surge in Covid-19 infections.

Adviser-Hub 11th Aug 2020

Market Updates

US market review: US economy suffers record contraction

The US fell into recession during the second quarter as activity was curbed by a decline in spending and a surge in Covid-19 cases.

Adviser-Hub 11th Aug 2020

Market Updates

Emerging markets review: China sidesteps recession

While other countries confirmed their slide into recession in July, China’s economy managed to buck the trend, notching up annualised growth of 3.2% in the second quarter after a first-quarter contrac...

Adviser-Hub 11th Aug 2020

Market Updates

Global update: The other “R” number … Recession

Early in July, investors were buoyed by news of progress in the development of coronavirus vaccines. However, as the month continued, optimism was tempered by a surge in infection rates in countries i...

Adviser-Hub 11th Aug 2020

Market Updates

Europe market review: “All necessary steps”

European countries continued to ease their lockdown measures during June; nevertheless, the World Health Organisation (WHO) warned that the region was experiencing a weekly increase in COVID-19 cases...

Adviser-Hub 5th Aug 2020

Market Updates

Emerging markets review: Bleak outlook for Brazil

During June, the World Health Organisation (WHO) warned that the coronavirus pandemic had entered “a new and dangerous phase” as cases continued to surge in Brazil and the US.

Adviser-Hub 5th Aug 2020

Market Updates

Asia Japan market review: Recovery remains far off

Bank of Japan Governor Haruhiko Kuroda warned during June that a second wave of COVID-19 infections could cause “considerable” harm to Japan’s economy.

Adviser-Hub 5th Aug 2020

Market Updates

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

Adviser-Hub 5th Aug 2020

Market Updates

The Week: Will Covid-19 end US market dominance?

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

Adviser-Hub 5th Aug 2020

Market Updates

US market review: “Persistent fragilities”

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

Adviser-Hub 5th Aug 2020

Market Updates

UK equity income: Clouded prospects for UK dividends

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

Adviser-Hub 5th Aug 2020

Market Updates

UK equity market review: Opening up

The UK’s leaders announced a further easing in lockdown measures to take effect in July, allowing a large proportion of the country’s leisure and tourism sector to reopen, albeit with strict guideline...

Adviser-Hub 5th Aug 2020

Market Updates

UK bond market review: “Living in unusual times”

Gilt yields continued their decline over June as demand for government bonds was boosted by expectations that the Bank of England (BoE) would expand its programme of quantitative easing measures.

Adviser-Hub 5th Aug 2020

Market Updates

Global bond market review: Central banks go further

New quantitative easing measures are forecast to reach 20% of GDP in the US, 9% in the UK, and over 7% in the eurozone, according to credit ratings agency Fitch, which reported that macro policy easin...

Adviser-Hub 4th Aug 2020

Market Updates

The Week: Are investors too late on gold?

Gold may be an imperfect hedge for volatile markets, but when it works, it really works. The problem is that when interest in gold spikes, it tends to mark the end of its bull run – are investors too...

Adviser-Hub 29th Jul 2020

Market Updates

The Week: UK dividends – reasons to be cheerful?

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

Adviser-Hub 23rd Jul 2020

Market Updates

The Week: Have active managers shown their worth?

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

Adviser-Hub 16th Jul 2020

Market Updates

The Week: The Summer Statement: will it work?

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

Adviser-Hub 8th Jul 2020

Market Updates

Global update: Fears over a possible ‘second wave’

June proved to be a choppy month for investors as hopes of economic recovery were tempered by fears of a second wave of infection as instances of COVID-19 surged in parts of the US.

Adviser-Hub 6th Jul 2020

Market Updates

The Week: The potential problems of the ‘lone wolf’ asset manager

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

Adviser-Hub 2nd Jul 2020

Market Updates

The Week: Has the UK stock market gone low enough?

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

Adviser-Hub 25th Jun 2020

Market Updates

Volatile markets? Five reasons to take heart

It can be difficult to remember in the heat of a market sell-off, but even amid the grimmest times – war, plague, financial crisis – markets recover.

Adviser-Hub 24th Jun 2020

Market Updates

What does a crisis teach us about investing?

Too often the lesson that investors learn from a market crash is simply to avoid the last problem area – technology in 2000, banks in 2008 and today, travel, leisure or oil. However, history shows tha...

Adviser-Hub 24th Jun 2020

Market Updates

Remember these five things about a crisis

Investors tend to look at collapsing index value and conclude they should be out of the market. However, in reality, the S&P or the FTSE 100 are disparate groups of companies, some of which will be be...

Adviser-Hub 24th Jun 2020

Market Updates

Investment advice worth listening to

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

Adviser-Hub 24th Jun 2020

Market Updates

A potted history of market crashes (and why they don’t matter)

From tulips to technology, railroads to real estate, asset price crashes are centuries old. Investors have been prone to getting very excited about innovation in the short-term, only to realise its li...

Adviser-Hub 24th Jun 2020

Market Updates

The Week: The resilience of Asian dividends

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

Adviser-Hub 17th Jun 2020

Market Updates

US market review: US/China relationship sours again

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

Adviser-Hub 10th Jun 2020

Market Updates

UK equity income market review: Companies continue to cancel dividends

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

Adviser-Hub 10th Jun 2020

Market Updates

UK equity market review: UK retail sales plunge

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

Adviser-Hub 10th Jun 2020

Market Updates

UK bond market review: BoE keeps its options open

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

Adviser-Hub 10th Jun 2020

Market Updates

Global bond market review: Corporate defaults on the rise

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

Adviser-Hub 10th Jun 2020

Market Updates

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

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

Adviser-Hub 10th Jun 2020

Market Updates

The Week: A ‘dash for trash’ or a value rally?

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

Adviser-Hub 10th Jun 2020

Market Updates

Europe market review: Is Europe heading for deflation?

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

Adviser-Hub 10th Jun 2020

Market Updates

Emerging markets review: Clouded outlook for China’s growth

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

Adviser-Hub 10th Jun 2020

Market Updates

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

Adviser-Hub 10th Jun 2020

Market Updates

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

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

Adviser-Hub 3rd Jun 2020

Market Updates

Investment wisdom that really works

There’s a lot of investment wisdom around. Everyone from Warren Buffet to your local taxi driver is keen to give you the benefit of their accumulated knowledge. However, which advice is worth listenin...

Adviser-Hub 2nd Jun 2020

Market Updates

The Week: Does size really matter?

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

Adviser-Hub 28th May 2020

Market Updates

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

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

Adviser-Hub 21st May 2020

Market Updates

The five most important investment rules in a crisis

There is no apparent improvement in the global economy, the outlook for corporate earnings is still highly uncertain, but markets have bounced almost 20% from their lows. Those waiting until the crisi...

Adviser-Hub 20th May 2020

Market Updates

UK bond market review: The economic outlook deteriorates

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

Adviser-Hub 19th May 2020

Market Updates

Global bond market review: A bleak outlook

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

Adviser-Hub 19th May 2020

Market Updates

Europe market review: European economies shrink in Q1

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

Adviser-Hub 19th May 2020

Market Updates

Emerging markets review: All eyes on China

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

Adviser-Hub 19th May 2020

Market Updates

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

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

Adviser-Hub 19th May 2020

Market Updates

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

Adviser-Hub 19th May 2020

Market Updates

UK equity income market review: Dividend cuts continue

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

Adviser-Hub 18th May 2020

Market Updates

US market review: US economy shrinks

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

Adviser-Hub 18th May 2020

Market Updates

UK equity market review: UK plc on the back foot

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

Adviser-Hub 18th May 2020

Market Updates

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

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

Adviser-Hub 14th May 2020

Market Updates

Lessons from a crisis

Stock market crises may not feel much fun at the time, but they can provide a handy lesson in the right way to run a portfolio.

Adviser-Hub 14th May 2020

Market Updates

Global update: Painful consequences

Following March’s collapse in share prices, global stock markets made a partial recovery in April, although most major indices still sustained double-digit losses compared with the start of the year....

Adviser-Hub 11th May 2020

Market Updates

The Week: Dividend cuts become the norm

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

Adviser-Hub 6th May 2020

Market Updates

A short history of market crashes (and why they don’t matter)

Since Tulip mania took hold of the Dutch in 1637, stock markets have been subject to crashes. In the longer term, the price of any individual investment may reflect its real value, but in the short-te...

Adviser-Hub 1st May 2020

Market Updates

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

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

Adviser-Hub 29th Apr 2020

Market Updates

The Week: Oil price shock: the implications

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

Adviser-Hub 23rd Apr 2020

Market Updates

Five pieces of genuine reassurance to give clients in difficult markets

The scary falls in the FTSE 100 are those that make headlines, but most investors with a well-managed portfolio won’t have taken the full-force of the blow.

Adviser-Hub 23rd Apr 2020

Market Updates

UK equity income market review: UK companies cancel dividends

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

Adviser-Hub 20th Apr 2020

Market Updates

UK equity market review: On the back foot

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

Adviser-Hub 20th Apr 2020

Market Updates

Emerging markets review: China bucks the trend

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

Adviser-Hub 20th Apr 2020

Market Updates

Global update: March meltdown

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

Adviser-Hub 20th Apr 2020

Market Updates

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

Adviser-Hub 20th Apr 2020

Market Updates

Global bond market review: Bond yields fall to new lows

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

Adviser-Hub 17th Apr 2020

Market Updates

Europe market review: Extraordinary times

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

Adviser-Hub 17th Apr 2020

Market Updates

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

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

Adviser-Hub 17th Apr 2020

Market Updates

US market review: US rates fall to near-zero

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

Adviser-Hub 17th Apr 2020

Market Updates

The Week: Corporate bond bargains?

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

Adviser-Hub 16th Apr 2020

Market Updates

The Week: Is this a dead cat bounce?

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

Adviser-Hub 8th Apr 2020

Market Updates

The Week: Are we going bust?

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

Adviser-Hub 2nd Apr 2020

Market Updates

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

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

Adviser-Hub 26th Mar 2020

Market Updates

UK interest rates cut to record low

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

Adviser-Hub 20th Mar 2020

Market Updates

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

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

Adviser-Hub 19th Mar 2020

Market Updates

“Whatever it takes”

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

Adviser-Hub 18th Mar 2020

Market Updates

Fed cuts rates to near-zero

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

Adviser-Hub 16th Mar 2020

Market Updates

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

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

Adviser-Hub 12th Mar 2020

Market Updates

Hey, big spender

Hot on the heels of the Bank of England’s emergency rate cut, Chancellor of the Exchequer Rishi Sunak delivered his first Budget since his appointment in February 2020.

Adviser-Hub 12th Mar 2020

Market Updates

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

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

Adviser-Hub 5th Mar 2020

Market Updates

Global bond market review: Bond yields hit record lows

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

Adviser-Hub 5th Mar 2020

Market Updates

Emerging markets review: China moves to support its financial system

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

Adviser-Hub 5th Mar 2020

Market Updates

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

Adviser-Hub 5th Mar 2020

Market Updates

Global update: Investors take fright as coronavirus takes hold

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

Adviser-Hub 5th Mar 2020

Market Updates

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

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

Adviser-Hub 4th Mar 2020

Market Updates

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

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

Adviser-Hub 4th Mar 2020

Market Updates

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

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

Adviser-Hub 4th Mar 2020

Market Updates

Europe market review: European markets fall in February

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

Adviser-Hub 4th Mar 2020

Market Updates

Asia Japan market review: Double-digit falls in Japan

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

Adviser-Hub 4th Mar 2020

Market Updates

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

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

Adviser-Hub 26th Feb 2020

Market Updates

The Week: Merger mania?

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

Adviser-Hub 19th Feb 2020

Market Updates

Asia Japan market review: Japan’s policymakers remain cautious

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

Adviser-Hub 13th Feb 2020

Market Updates

Emerging markets review: Coronavirus hits markets

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

Adviser-Hub 13th Feb 2020

Market Updates

Global bond market review: Seeking safe havens

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

Adviser-Hub 13th Feb 2020

Market Updates

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

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

Adviser-Hub 13th Feb 2020

Market Updates

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

Adviser-Hub 13th Feb 2020

Market Updates

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

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

Adviser-Hub 12th Feb 2020

Market Updates

UK bond market review: Flight to safety

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

Adviser-Hub 12th Feb 2020

Market Updates

UK equity market review: The transition period begins

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

Adviser-Hub 12th Feb 2020

Market Updates

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

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

Adviser-Hub 12th Feb 2020

Market Updates

The Week: The UK continues its unloved status

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

Adviser-Hub 12th Feb 2020

Market Updates

The Week: Returns in short supply

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

Adviser-Hub 5th Feb 2020

Market Updates

Global update: Coronavirus hits investor sentiment

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

Adviser-Hub 4th Feb 2020

Market Updates

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

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

Adviser-Hub 30th Jan 2020

Market Updates

The Week: Is China’s growth assured?

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

Adviser-Hub 23rd Jan 2020

Market Updates

US market review: Trade breakthrough?

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

Adviser-Hub 15th Jan 2020

Market Updates

UK equity market review: Brexit’s turning-point

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

Adviser-Hub 15th Jan 2020

Market Updates

UK equity income market review: A defining moment for Brexit

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

Adviser-Hub 15th Jan 2020

Market Updates

UK bond market review: Optimism returns as 2019 ends

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

Adviser-Hub 15th Jan 2020

Market Updates

Global bond market review: Investors eye riskier assets in December

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

Adviser-Hub 15th Jan 2020

Market Updates

Europe market review: Germany puts the brakes on the eurozone

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

Adviser-Hub 15th Jan 2020

Market Updates

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

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

Adviser-Hub 15th Jan 2020

Market Updates

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

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

Adviser-Hub 15th Jan 2020

Market Updates

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

Adviser-Hub 15th Jan 2020

Market Updates

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

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

Adviser-Hub 15th Jan 2020

Market Updates

Global update: Double-digit gains in 2019

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

Adviser-Hub 9th Jan 2020

Market Updates

The Week: The rise and rise of indexation

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

Adviser-Hub 8th Jan 2020

Market Updates

US market review: No resolution to the trade conflict

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

Adviser-Hub 20th Dec 2019

Market Updates

UK equity market review: Election dominates sentiment

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

Adviser-Hub 20th Dec 2019

Market Updates

UK bond market review: Politics drives gilts in November

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

Adviser-Hub 20th Dec 2019

Market Updates

Europe market review: Germany avoids recession

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

Adviser-Hub 20th Dec 2019

Market Updates

Asia Japan market review: Retail sales plummet in Japan

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

Adviser-Hub 20th Dec 2019

Market Updates

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

Adviser-Hub 20th Dec 2019

Market Updates

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

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

Adviser-Hub 18th Dec 2019

Market Updates

The Week: Better times for the UK market?

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

Adviser-Hub 11th Dec 2019

Market Updates

Global update: Brexit takes a back seat

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

Adviser-Hub 10th Dec 2019

Market Updates

The Week: Risk on: 2019 was a bumper year

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

Adviser-Hub 4th Dec 2019

Market Updates

The Week: ESG - a generational change for investment managers

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

Adviser-Hub 27th Nov 2019

Market Updates

The Week: What next for equity income?

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

Adviser-Hub 20th Nov 2019

Market Updates

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

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

Adviser-Hub 13th Nov 2019

Market Updates

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

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

Adviser-Hub 7th Nov 2019

Market Updates

UK equity income market review: Underlying dividend growth slows

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

Adviser-Hub 7th Nov 2019

Market Updates

UK equity market review: Brexit “flextension”

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

Adviser-Hub 7th Nov 2019

Market Updates

UK bond market review: Teetering on the edge

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

Adviser-Hub 7th Nov 2019

Market Updates

Global bond market review: Fed cuts rates once again

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

Adviser-Hub 7th Nov 2019

Market Updates

Europe market review: Waiting for Brexit

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

Adviser-Hub 7th Nov 2019

Market Updates

Emerging markets review: China’s slowdown continues

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

Adviser-Hub 7th Nov 2019

Market Updates

Asian Japan markets review: Japan raises consumption tax

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

Adviser-Hub 7th Nov 2019

Market Updates

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

Adviser-Hub 7th Nov 2019

Market Updates

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

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

Adviser-Hub 6th Nov 2019

Market Updates

Global update: Election fever

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

Adviser-Hub 6th Nov 2019

Market Updates

The Week: The future of fund management

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

Adviser-Hub 30th Oct 2019

Market Updates

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

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

Adviser-Hub 23rd Oct 2019

Market Updates

The Week: Woodford’s legacy for active management

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

Adviser-Hub 16th Oct 2019

Market Updates

US market review: Fed cuts rates in September

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

Adviser-Hub 15th Oct 2019

Market Updates

UK equity income market review: Politics dominate in September

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

Adviser-Hub 15th Oct 2019

Market Updates

UK equity market review: Counting down to Hallowe’en

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

Adviser-Hub 15th Oct 2019

Market Updates

UK bond market review: Deal or no deal?

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

Adviser-Hub 15th Oct 2019

Market Updates

Global bond market review: Further monetary easing in September

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

Adviser-Hub 15th Oct 2019

Market Updates

Europe market review: ECB restarts QE

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

Adviser-Hub 15th Oct 2019

Market Updates

Emerging markets review: Trade conflict hits China’s exports

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

Adviser-Hub 15th Oct 2019

Market Updates

Asian Japan markets review: Japan’s economic growth disappoints

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

Adviser-Hub 15th Oct 2019

Market Updates

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

Adviser-Hub 15th Oct 2019

Market Updates

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

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

Adviser-Hub 9th Oct 2019

Market Updates

Global update: What next for Brexit?

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

Adviser-Hub 3rd Oct 2019

Market Updates

The Week: Does manufacturing matter?

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

Adviser-Hub 2nd Oct 2019

Market Updates

The Week: Is stockpicking enough in a populist era?

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

Adviser-Hub 25th Sep 2019

Market Updates

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

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

Adviser-Hub 18th Sep 2019

Market Updates

Global bond market review: Bond yields plunge in August

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

Adviser-Hub 16th Sep 2019

Market Updates

Europe market review: Storm clouds gathering over Germany

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

Adviser-Hub 16th Sep 2019

Market Updates

Emerging markets review: Renminbi falls to lowest level since 2008

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

Adviser-Hub 16th Sep 2019

Market Updates

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

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

Adviser-Hub 16th Sep 2019

Market Updates

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

Adviser-Hub 16th Sep 2019

Market Updates

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

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

Adviser-Hub 16th Sep 2019

Market Updates

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

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

Adviser-Hub 16th Sep 2019

Market Updates

UK equity market review: Uncertainties drive down share prices

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

Adviser-Hub 16th Sep 2019

Market Updates

UK bond market review: Gilt yields plummet in August

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

Adviser-Hub 16th Sep 2019

Market Updates

The Week: Is the elastic about to snap?

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

Adviser-Hub 11th Sep 2019

Market Updates

The Week: All eyes on UK Parliament

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

Adviser-Hub 5th Sep 2019

Market Updates

Global update: Parliament’s suspension creates controversy

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

Adviser-Hub 4th Sep 2019

Market Updates

The Week: Borisnomics: tax cuts and chlorinated chicken

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

Adviser-Hub 29th Aug 2019

Market Updates

The Week: Global dividend growth slips as corporate profits dip

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

Adviser-Hub 22nd Aug 2019

Market Updates

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

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

Adviser-Hub 19th Aug 2019

Market Updates

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

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

Adviser-Hub 19th Aug 2019

Market Updates

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

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

Adviser-Hub 19th Aug 2019

Market Updates

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

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

Adviser-Hub 19th Aug 2019

Market Updates

Emerging market review: China’s slowdown continues

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

Adviser-Hub 19th Aug 2019

Market Updates

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

Adviser-Hub 19th Aug 2019

Market Updates

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

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

Adviser-Hub 19th Aug 2019

Market Updates

Europe market review: Deteriorating outlook for Europe

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

Adviser-Hub 19th Aug 2019

Market Updates

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

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

Adviser-Hub 19th Aug 2019

Market Updates

The Week: Yield Curve

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

Adviser-Hub 15th Aug 2019

Market Updates

The Week: A new world order threatens capitalism

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

Adviser-Hub 8th Aug 2019

Market Updates

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

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

Adviser-Hub 1st Aug 2019

Market Updates

Global update: Possibility of “no deal” moves closer

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

Adviser-Hub 1st Aug 2019

Market Updates

The Week: The new PM and UK assets

This week saw Boris Johnson anointed as UK Prime Minister.

Adviser-Hub 25th Jul 2019

Market Updates

The Week: China GDP: time to panic?

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

Adviser-Hub 18th Jul 2019

Market Updates

Adviser-Hub Annual Survey 2019

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

Adviser-Hub 16th Jul 2019

Market Updates

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

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

Adviser-Hub 11th Jul 2019

Market Updates

UK equity funds move back into favour

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

Adviser-Hub 10th Jul 2019

Market Updates

Asian Japan markets review: Trade tensions hit growth in Asia

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

Adviser-Hub 10th Jul 2019

Market Updates

Emerging markets review: Trade negotiations reopen

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

Adviser-Hub 10th Jul 2019

Market Updates

Europe market review: Further stimulus to come?

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

Adviser-Hub 10th Jul 2019

Market Updates

Global bond market review: Central banks start to ease

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

Adviser-Hub 10th Jul 2019

Market Updates

UK bond market review: Gradual tightening strategy remains intact

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

Adviser-Hub 10th Jul 2019

Market Updates

UK equity market review: Political distraction

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

Adviser-Hub 10th Jul 2019

Market Updates

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

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

Adviser-Hub 10th Jul 2019

Market Updates

US market review: Rate cut on the horizon

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

Adviser-Hub 10th Jul 2019

Market Updates

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

Adviser-Hub 10th Jul 2019

Market Updates

The Week: Inflated expectations

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

Adviser-Hub 4th Jul 2019

Market Updates

Global update: Brexit: no further forward

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

Adviser-Hub 4th Jul 2019

Market Updates

Select conference 2019

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

Adviser-Hub 3rd Jul 2019

Market Updates

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

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

Adviser-Hub 27th Jun 2019

Market Updates

The Week: The platform duty of care

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

Adviser-Hub 20th Jun 2019

Market Updates

Open-ended funds: beyond redemption?

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

Adviser-Hub 20th Jun 2019

Market Updates

The Week: Is Woodford a victim?

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

Adviser-Hub 13th Jun 2019

Market Updates

Asian Japan markets review: Economic outlook dims for Japan

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

Adviser-Hub 12th Jun 2019

Market Updates

Emerging markets review: Trade wars bite

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

Adviser-Hub 12th Jun 2019

Market Updates

Europe market review: Slowing European growth

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

Adviser-Hub 12th Jun 2019

Market Updates

Global bond market review: Trade conflicts driven down yields

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

Adviser-Hub 12th Jun 2019

Market Updates

UK bond market review: Brexit worries fuel demand for gilts

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

Adviser-Hub 12th Jun 2019

Market Updates

UK equity income market review: Brexit drives up equity yields

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

Adviser-Hub 12th Jun 2019

Market Updates

UK equity market review: Brexit tensions intensify in May

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

Adviser-Hub 12th Jun 2019

Market Updates

US market review: The “Tariff Man” strikes again

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

Adviser-Hub 12th Jun 2019

Market Updates

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

Adviser-Hub 12th Jun 2019

Market Updates

Solving the Investment Puzzle

For over 30 years, the Baillie Gifford Managed Fund has exemplified that sometimes the simplest solutions can be very successful. Iain McCombie and Steven Hay explain how the fund can help you solve t...

Baillie Gifford 7th Jun 2019

Market Updates

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

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

Adviser-Hub 6th Jun 2019

Market Updates

Global update: US/China trade war escalates

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

Adviser-Hub 4th Jun 2019

Market Updates

The Week: A revival in Japan?

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

Adviser-Hub 30th May 2019

Market Updates

What next for Brexit?

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

Adviser-Hub 28th May 2019

Market Updates

The Week: Is value emerging in retail property?

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

Adviser-Hub 23rd May 2019

Market Updates

The Week: Can the US retain its innovation crown?

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

Adviser-Hub 16th May 2019

Market Updates

US market review: US share indices hit fresh highs

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

Adviser-Hub 14th May 2019

Market Updates

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

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

Adviser-Hub 14th May 2019

Market Updates

Global bond market review: Europe weakens

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

Adviser-Hub 14th May 2019

Market Updates

Europe market review: Eurozone stages a rally

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

Adviser-Hub 14th May 2019

Market Updates

Emerging markets review: Dovish Fed boosts sentiment towards emerging markets

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

Adviser-Hub 14th May 2019

Market Updates

Asian Japan markets review: Bank of Japan provides additional guidance

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

Adviser-Hub 14th May 2019

Market Updates

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

Adviser-Hub 14th May 2019

Market Updates

UK equity market review: Another six months …

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

Adviser-Hub 13th May 2019

Market Updates

UK bond market review: Brextension eases demand for gilts

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

Adviser-Hub 13th May 2019

Market Updates

The Week: Wobbly markets

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

Adviser-Hub 9th May 2019

Market Updates

Capitalising on China’s consumption shifts

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

Fidelity International 6th May 2019

Market Updates

What does de-globalisation mean for global investing?

The recent shift towards protectionism and nationalist self-interest has left some questioning whether the sun is setting on the globalisation-driven world order of recent times. We assess what such a...

Fidelity International 3rd May 2019

Market Updates

The Week: Addressing intergenerational unfairness

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

Adviser-Hub 2nd May 2019

Market Updates

The Asia Call - Episode 1: China

Join us for a new, live and interactive call from our Asia-based investment team. First up, we focus on China - covering the latest trade-related developments and the opportunities and risks in Chines...

Fidelity International 2nd May 2019

Market Updates

Global update: Brextension

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

Adviser-Hub 2nd May 2019

VIDEO

Fidelity International | Dan Roberts on economic expansion and current opportunities

FundCalibre research analyst Ryan Lightfoot-Brown sits down with Dan Roberts, fund manager of Elite Rated Fidelity Global Dividend to get his thoughts on the "longest running equity bull market". You...

Fidelity International 30th Apr 2019

Market Updates

The Week: Is the hedge fund dead?

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

Adviser-Hub 25th Apr 2019

Market Updates

The Week: Lessons from the Neil Woodford experience

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

Adviser-Hub 18th Apr 2019

Market Updates

US market review: Bull market celebrates its tenth birthday

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

Adviser-Hub 17th Apr 2019

Market Updates

UK equity income market review: “Hope dies last”

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

Adviser-Hub 17th Apr 2019

Market Updates

UK equity income market review: Brexit puzzle remains unsolved

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

Adviser-Hub 17th Apr 2019

Market Updates

UK bond market review: Brexit uncertainties are unresolved

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

Adviser-Hub 17th Apr 2019

Market Updates

Global bond market review: European slowdown drives demand for bonds

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

Adviser-Hub 17th Apr 2019

Market Updates

Europe market review: European slowdown

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

Adviser-Hub 17th Apr 2019

Market Updates

Emerging markets review: China cuts economic forecast

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

Adviser-Hub 17th Apr 2019

Market Updates

Asian Japan markets review: Clouds over Japan’s economy

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

Adviser-Hub 17th Apr 2019

Market Updates

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

Adviser-Hub 17th Apr 2019

Market Updates

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

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

Adviser-Hub 11th Apr 2019

Market Updates

Global update: Brexit postponed…

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

Adviser-Hub 9th Apr 2019

VIDEO

Investec | Alastair Mundy in conversation: Temple Bar Investment Trust

Journalist Cherry Reynard speaks to Portfolio Manager Alastair Mundy and Analyst Peter Lowery, covering topics such as the Temple Bar dividend, value vs. growth investing and their views on the domest...

Ninety One 8th Apr 2019

Market Updates

The Week: Better times ahead for UK mid-caps

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

Adviser-Hub 4th Apr 2019

Market Updates

Fidelity Multi Asset

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Fidelity International 1st Apr 2019

Market Updates

Fixed income solutions

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

Adviser-Hub 31st Mar 2019

Market Updates

The Week: Active vs Passive

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

Adviser-Hub 28th Mar 2019

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VIDEO

Baillie Gifford | Scottish Mortgage - Invest in Progress

Scottish Mortgage is the UK’s largest investment trust. Join joint managers James Anderson and Tom Slater, as they discuss why they believe that it is the impact of a very small group of exceptional c...

Baillie Gifford 25th Mar 2019

Market Updates

Bond Beats #3 Pinewood Studios

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

Adviser-Hub 22nd Mar 2019

Market Updates

Scottish Mortgage Stock Stories - Spotify

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

Adviser-Hub 22nd Mar 2019

Market Updates

The Week: ‘Feemageddon’ warning for asset managers

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

Adviser-Hub 21st Mar 2019

Market Updates

MPs vote to delay Brexit

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

Adviser-Hub 19th Mar 2019

Market Updates

Brexit: where now?

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

Adviser-Hub 18th Mar 2019

Market Updates

Government loses second “meaningful vote”

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

Adviser-Hub 14th Mar 2019

Market Updates

Spring Statement 2019: Brexit deal holds the key

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

Adviser-Hub 14th Mar 2019

Market Updates

The Week: Brexit, no Brexit

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

Adviser-Hub 14th Mar 2019

Market Updates

The Week: Women and wealth

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

Adviser-Hub 7th Mar 2019

Market Updates

Global bond market review: Italian bond yields rise

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

Adviser-Hub 7th Mar 2019

Market Updates

UK equity income market review: Brexit question remains unanswered

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

Adviser-Hub 7th Mar 2019

Market Updates

US market review: Hopes of a trade deal

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

Adviser-Hub 6th Mar 2019

Market Updates

UK equity market review: The Brexit deadline looms

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

Adviser-Hub 6th Mar 2019

Market Updates

UK bond market review: Brexit “fog”

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

Adviser-Hub 6th Mar 2019

Market Updates

Global update: The eleventh hour...

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

Adviser-Hub 6th Mar 2019

Market Updates

Asian Japan markets review: Trade deal hopes boost sentiment

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

Adviser-Hub 6th Mar 2019

Market Updates

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

Adviser-Hub 6th Mar 2019

Market Updates

Emerging markets review: End of trade dispute within sight?

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

Adviser-Hub 6th Mar 2019

Market Updates

Europe market review: “No breakthrough in sight”

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

Adviser-Hub 6th Mar 2019

VIDEO

Fidelity International | Diversified, sustainable income

How can the Fidelity Multi Asset Income range help your clients achieve a sustainable income when markets are increasingly volatile? In this video, Portfolio Manager Eugene Philalithis delves into his...

Fidelity International 28th Feb 2019

Market Updates

Time to Buy British?

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

Adviser-Hub 28th Feb 2019

Market Updates

Fidelity Analyst Survey 2019

Each year, we ask our analysts what their companies are expecting in the coming months and how management teams are positioning their businesses. Formed from over 16,000 meetings, this year’s results...

Fidelity International 27th Feb 2019

Market Updates

Asian Japan markets review: Subdued outlook for inflation

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

Adviser-Hub 25th Feb 2019

Market Updates

Emerging markets review: Trade conflicts pose a risk to growth

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

Adviser-Hub 25th Feb 2019

Market Updates

Europe market review: Headwinds to European growth

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

Adviser-Hub 25th Feb 2019

Market Updates

UK bond market review: May heads back to Brussels

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

Adviser-Hub 25th Feb 2019

Market Updates

UK equity market review: Another throw of the dice

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

Adviser-Hub 25th Feb 2019

Market Updates

US market review: A temporary end to the shutdown

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

Adviser-Hub 25th Feb 2019

Market Updates

What’s next for technology?

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

Adviser-Hub 21st Feb 2019

Market Updates

The Week: Markets rebound; but why?

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

Adviser-Hub 14th Feb 2019

VIDEO

Fidelity International | What matters most for investors in 2019?

2019 has seen a strong start to the year with areas like equities and high yield bonds rallying. Fidelity Multi Asset Open range Portfolio Manager Bill McQuaker discusses why this is not atypical afte...

Fidelity International 13th Feb 2019

Market Updates

The Week: Investor nerves over commercial property funds

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

Adviser-Hub 7th Feb 2019

Market Updates

Global update: Brexit: more talk, no action?

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

Adviser-Hub 5th Feb 2019

Market Updates

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

Adviser-Hub 4th Feb 2019

Market Updates

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

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

Adviser-Hub 31st Jan 2019

Market Updates

The Week: UK dividends hit new highs

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

Adviser-Hub 24th Jan 2019

Market Updates

Heightened focus on governance in the year to come

Melville Rodrigues, partner at international law firm Charles Russell Speechlys, considers the implications of important corporate governance reforms being introduced by the UK regulator

Various 22nd Jan 2019

Market Updates

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

Adviser-Hub 18th Jan 2019

Market Updates

The Week: Is Brexit in the price?

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

Adviser-Hub 17th Jan 2019

Market Updates

The clock is ticking

Hot on the heels of its heavy defeat in the “meaningful vote”, the Government survived a vote of “no confidence”.

Adviser-Hub 17th Jan 2019

Market Updates

“Time is almost up”

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

Adviser-Hub 16th Jan 2019

VIDEO

Baillie Gifford Multi Asset Growth: Square Mile Talking Factsheet

A multi asset fund that aims to deliver a return that is well ahead of cash whilst keeping volatility to a level below that of equities.

Adviser-Hub 14th Jan 2019

VIDEO

Investec | Defensive Returns - Drawdowns

As markets brace for continued volatility in 2019, a more defensive stance appears warranted. John Stopford and Jason Borbora discuss their approach to delivering defensive returns on the Investec Div...

Ninety One 10th Jan 2019

Market Updates

What will make the difference in 2019?

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

Adviser-Hub 10th Jan 2019

Market Updates

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

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

Adviser-Hub 7th Jan 2019

Market Updates

The Week: Big trouble in little China

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

Adviser-Hub 3rd Jan 2019

Market Updates

“A mood of angst”

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

Adviser-Hub 21st Dec 2018

Market Updates

The Week: Reasons to be cheerful 2019

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

Adviser-Hub 20th Dec 2018

Market Updates

The Yield Curve: Economic Outlook for 2019

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

Adviser-Hub 19th Dec 2018

VIDEO

Fidelity International | Hold on to your hat

Politics and economics are so often closely tied together, and Bill McQuaker, Portfolio Manager of the Fidelity Multi Asset Open range, believes that 2019 will be no different. Hear how policy makers...

Fidelity International 19th Dec 2018

VIDEO

Fidelity International | Navigating the shifting sands in 2019

Eugene Philalithis is not forecasting a recession in 2019, but he is positioning for a more volatile year ahead. Hear where he believes it will be necessary to reduce risk and where pockets of value m...

Fidelity International 18th Dec 2018

Market Updates

Asian Japan markets review: Japan faces economic headwinds in 2019

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

Adviser-Hub 18th Dec 2018

Market Updates

Emerging markets review: Emerging markets underperform over 2018

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

Adviser-Hub 18th Dec 2018

Market Updates

Europe market review: EU initiates Brexit contingency measures

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

Adviser-Hub 18th Dec 2018

Market Updates

Global bond market review: Rising risks to sovereign ratings

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

Adviser-Hub 18th Dec 2018

Market Updates

UK bond market review: Choppy December for UK gilt yields

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

Adviser-Hub 17th Dec 2018

Market Updates

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

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

Adviser-Hub 17th Dec 2018

Market Updates

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

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

Adviser-Hub 17th Dec 2018

VIDEO

Fidelity International | Late cycle investing in 2019

Sajiv Vaid, Portfolio Manager of the Fidelity MoneyBuilder Income Fund, gives his outlook for bond markets in 2019. He explains where he is seeing pockets of value emerging in the asset class and remi...

Fidelity International 11th Dec 2018

Market Updates

US market review: Partial shutdown for the US government

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

Adviser-Hub 10th Dec 2018

Market Updates

Global bond market review: Brexit sentiment drives European bond yields

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

Adviser-Hub 7th Dec 2018

Market Updates

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

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

Adviser-Hub 7th Dec 2018

Market Updates

UK equity income market review: Brexit hangs in the balance

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

Adviser-Hub 7th Dec 2018

Market Updates

UK bond market review: Brexit: decision time

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

Adviser-Hub 7th Dec 2018

Market Updates

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

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

Adviser-Hub 7th Dec 2018

Market Updates

Europe market review: Italy remains defiant

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

Adviser-Hub 7th Dec 2018

Market Updates

Emerging markets review: Investors hope for trade resolution at G20

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

Adviser-Hub 7th Dec 2018

Market Updates

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

Adviser-Hub 7th Dec 2018

Market Updates

The Week: Is value back for good?

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

Adviser-Hub 6th Dec 2018

VIDEO

Fidelity International | Leveraging litigation; the story of Burford

Burford Capital’s complex litigation financing business model meant it was hard for investors to analyse and the opportunity was overlooked by the wider market. Here we reveal the early potential Alex...

Fidelity International 4th Dec 2018

Market Updates

The Week: Santa rally ahead?

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

Adviser-Hub 29th Nov 2018

Market Updates

The Week: The value of dividends in a difficult climate

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

Adviser-Hub 22nd Nov 2018

VIDEO

Fidelity International | Textbook investing: the story of Pearson

Despite being negatively rated by many external agencies, Alex Wright, manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC, believes the market has misread Pearson. In this...

Fidelity International 21st Nov 2018

Market Updates

Geopolitical landscape

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

Adviser-Hub 16th Nov 2018

Market Updates

Risks: Part 1

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

Adviser-Hub 16th Nov 2018

Market Updates

Risks: Part 2

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

Adviser-Hub 16th Nov 2018

Market Updates

Opportunities

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

Adviser-Hub 16th Nov 2018

Market Updates

Investec Cautious Managed Fund

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

Adviser-Hub 16th Nov 2018

Market Updates

Investec | Investec UK Alpha Fund

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

Adviser-Hub 16th Nov 2018

Market Updates

Investec Diversified Income Fund

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

Adviser-Hub 16th Nov 2018

Market Updates

Investec | Investec Multi Asset Protector Fund

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

Adviser-Hub 16th Nov 2018

Market Updates

A Guide to Defensification

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

Ninety One 16th Nov 2018

Market Updates

A Guide to Defensification Chapter Two

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

Ninety One 16th Nov 2018

Market Updates

The Week: Deal, but no cigar

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

Adviser-Hub 15th Nov 2018

VIDEO

Fidelity International | Eugene Philalithis on the Fidelity Multi Asset Income range

In this video Eugene discusses why his approach to flexible asset allocation can help deliver sustainable income through the cycle and maintain a focus on capital protection.

Fidelity International 14th Nov 2018

Market Updates

Market briefings looking back through October

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

Adviser-Hub 13th Nov 2018

Market Updates

Which Regions offer the Best Factor Returns

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

Adviser-Hub 12th Nov 2018

Market Updates

US market review: US equities plummet in October

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

Adviser-Hub 9th Nov 2018

Market Updates

UK equity income market review: Record Q3 for UK dividends

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

Adviser-Hub 9th Nov 2018

Market Updates

Global bond market review: A choppy month for bond investors

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

Adviser-Hub 9th Nov 2018

Market Updates

Emerging markets review: Clouded outlook for emerging markets

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

Adviser-Hub 9th Nov 2018

Market Updates

Asian Japan markets review: Asian markets drop in October

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

Adviser-Hub 9th Nov 2018

Market Updates

Global update: October’s global sell-off

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

Adviser-Hub 9th Nov 2018

Market Updates

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

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

Adviser-Hub 9th Nov 2018

Market Updates

UK equity market review: A Brexit deal remains elusive

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

Adviser-Hub 9th Nov 2018

Market Updates

UK bond market review: Gilt yields tumble in October

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

Adviser-Hub 9th Nov 2018

Market Updates

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

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

Adviser-Hub 8th Nov 2018

Market Updates

The Emerging Markets Forum

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

Adviser-Hub 8th Nov 2018

VIDEO

Investec | Investec UK Alpha Fund: Q3 2018

Watch Portfolio Manager Simon Brazier’s update on the Fund covering the third quarter of 2018. A core UK equity fund focused on attractively values, quality businesses.

Ninety One 5th Nov 2018

VIDEO

Investec | Investec Diversified Income Fund: Q3 2018

Watch Portfolio Manager John Stopford’s update on the Fund covering the third quarter of 2018. Can be used as a defensive alternative or a source of income.

Ninety One 5th Nov 2018

VIDEO

Investec | Investec UK Equity Income: Q3 2018

Watch Portfolio Manager Blake Hutchin’s update on the Fund covering the third quarter of 2018, during which the Fund reached its 3 year track record and markets saw increased volatility.

Ninety One 5th Nov 2018

VIDEO

Investec | Investec Cautious Managed Fund: Q3 2018

Watch Portfolio Manager Alastair Mundy’s update on the Fund covering the third quarter of 2018. Blends out of favour equities for growth with complementary asset seeking to dampen volatility

Ninety One 5th Nov 2018

Market Updates

The Week: Why was the budget so boring?

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

Adviser-Hub 1st Nov 2018

Market Updates

Budget 2018: the end of austerity?

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

Adviser-Hub 30th Oct 2018

VIDEO

Fidelity International | The three paradigms of alpha generation

Jeremy Podger, portfolio manager of the Fidelity Global Special Situations Fund, looks to identify and balance opportunities in corporate change, unique businesses and stocks offering exceptional valu...

Fidelity International 29th Oct 2018

Market Updates

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

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

Adviser-Hub 25th Oct 2018

Market Updates

US market review: Sharp falls in US share prices

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

Adviser-Hub 23rd Oct 2018

Market Updates

US interest rates reach a ten-year high

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

Adviser-Hub 19th Oct 2018

Market Updates

How should families discuss their finances?

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

Adviser-Hub 18th Oct 2018

Market Updates

The Week: Tough times for UK equities

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

Adviser-Hub 18th Oct 2018

Market Updates

How share buybacks can boost returns

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

Adviser-Hub 16th Oct 2018

Market Updates

Video: Emerging markets - confronting the concerns

Emerging Market Equities Senior Analyst Douglas Turnbull discusses some of the key issues that are impacting emerging markets at the moment. Watch here

Adviser-Hub 11th Oct 2018

Market Updates

The Week: Wobbly times

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

Adviser-Hub 11th Oct 2018

VIDEO

Fidelity International | Flexible thinking in changing times

From trade wars and tech valuations to diverging monetary policy and desynchronising global growth - today’s watchlist for global investors is long and significant.

Fidelity International 10th Oct 2018

Market Updates

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

Adviser-Hub 9th Oct 2018

Market Updates

Impact investing: the future of active management?

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

Adviser-Hub 9th Oct 2018

Market Updates

Fed tightens rates

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

Adviser-Hub 5th Oct 2018

Market Updates

Brexit dominates in September

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

Adviser-Hub 5th Oct 2018

Market Updates

Inflation picks up in Japan

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

Adviser-Hub 5th Oct 2018

Market Updates

China accuses US of “trade bullyism”

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

Adviser-Hub 5th Oct 2018

Market Updates

Italy’s spending plans raise eyebrows

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

Adviser-Hub 5th Oct 2018

Market Updates

Brexit enters the last six months

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

Adviser-Hub 5th Oct 2018

VIDEO

Fidelity International | Bill McQuaker on the Fidelity Multi Asset Open range

Find out how Bill McQuaker manages the Fidelity Multi Asset Open range to deliver better outcomes for clients. What differentiates Fidelity Multi Asset from the rest of the pack?

Fidelity International 4th Oct 2018

Market Updates

"Moment of truth"?

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

Adviser-Hub 4th Oct 2018

Market Updates

Tit-for-tat trade war continues

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

Adviser-Hub 4th Oct 2018

Market Updates

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

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

Adviser-Hub 4th Oct 2018

Market Updates

Global update: EU rejects Chequers plan

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

Adviser-Hub 2nd Oct 2018

Market Updates

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

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

Adviser-Hub 27th Sep 2018

Market Updates

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

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

Adviser-Hub 27th Sep 2018

Market Updates

Financial advisers are under-engaging with HNW clients

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

Adviser-Hub 25th Sep 2018

Market Updates

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

Adviser-Hub 20th Sep 2018

Market Updates

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

The US/China trade war accelerated again this week.

Adviser-Hub 20th Sep 2018

Market Updates

Video: Kung-Fu and swimming with sharks

To deliver better outcomes for clients, Fidelity Multi Asset draws on the team’s length and breadth of experience with a focus on fundamental research. Individuals with very diverse backgrounds work t...

Fidelity International 19th Sep 2018

Market Updates

The Week: The pace of change

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

Adviser-Hub 13th Sep 2018

VIDEO

Fidelity International | Kung-fu and swimming with sharks

Fidelity International 7th Sep 2018

Market Updates

The Week: What does good diversification look like?

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

Adviser-Hub 6th Sep 2018

Market Updates

Global update: What's next for Nafta?

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

Adviser-Hub 5th Sep 2018

Market Updates

S&P 500 achieves its longest-ever bull run

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

Adviser-Hub 5th Sep 2018

Market Updates

Consumer confidence dips in Europe

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

Adviser-Hub 5th Sep 2018

Market Updates

A tough month for emerging markets

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

Adviser-Hub 5th Sep 2018

Market Updates

A new Prime Minister for Australia

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

Adviser-Hub 5th Sep 2018

Market Updates

US yield curve flattens

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

Adviser-Hub 5th Sep 2018

Market Updates

Brexit affects investor sentiment

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

Adviser-Hub 5th Sep 2018

Market Updates

Brexit concerns intensify

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

Adviser-Hub 5th Sep 2018

Market Updates

UK equity yields rise in August

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

Adviser-Hub 5th Sep 2018

Market Updates

Is the US hot or not?

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

Adviser-Hub 30th Aug 2018

Market Updates

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

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

Adviser-Hub 23rd Aug 2018

Market Updates

Do Stock Market Corrections Lead Recessions?

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

Adviser-Hub 21st Aug 2018

Market Updates

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

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

Adviser-Hub 16th Aug 2018

Market Updates

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

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

Adviser-Hub 14th Aug 2018

Market Updates

Global bond market review: Trade fears stoke bond yields

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

Adviser-Hub 14th Aug 2018

Market Updates

Asia Japan markets review: Trade fears dampen confidence

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

Adviser-Hub 14th Aug 2018

Market Updates

Emerging markets review: No winners in a global trade war

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

Adviser-Hub 14th Aug 2018

Market Updates

Global update: Deal or no deal?

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

Adviser-Hub 9th Aug 2018

Market Updates

Europe market review: Junker and Trump discuss trade

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

Adviser-Hub 9th Aug 2018

Market Updates

US market review: Trade tariffs start to bite

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

Adviser-Hub 9th Aug 2018

Market Updates

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

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

Adviser-Hub 9th Aug 2018

VIDEO

Investec | Two years on from Brexit, what's in store for UK investors?

At our London Global Insights event held in June this year we asked our portfolio manager and strategy leaders: Two years on from the Brexit vote, what’s in store for UK investors in the next 12 month...

Ninety One 9th Aug 2018

Market Updates

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

Adviser-Hub 9th Aug 2018

Market Updates

UK bond market review: Sterling wobbles in July

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

Adviser-Hub 9th Aug 2018

Market Updates

UK equity market review: Brexit pressure builds

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

Adviser-Hub 9th Aug 2018

Market Updates

BAILLIE GIFFORD - Our Events

Please click here to find a schedule of upcoming events in 2025 where you can meet Baillie Gifford staff. This schedule will be updated throughout the year.

Adviser-Hub 6th Aug 2018

Market Updates

Funds

Search our extensive range of OEICs and investment trusts.

Adviser-Hub 6th Aug 2018

Market Updates

US GDP: keep dancing while the music is playing?

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

Adviser-Hub 2nd Aug 2018

Market Updates

Video: John Greenwood's quarterly economic outlook: Q3 2018

Will a trade war undermine economic growth? While it is possible that political issues could hamper the economic upswing in some countries, my view remains that the business cycle is the ultimate and...

Adviser-Hub 30th Jul 2018

VIDEO

Investec | Investec Cautious Managed Fund: Q2 2018

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

Ninety One 25th Jul 2018

VIDEO

Investec | Investec UK Alpha Fund: Q2 2018

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

Ninety One 25th Jul 2018

VIDEO

Investec | Investec Diversified Income Fund: Q2 2018

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

Ninety One 25th Jul 2018

VIDEO

Investec | Investec Multi Asset Protector Fund: Q2 2018

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

Ninety One 25th Jul 2018

Market Updates

The Week: False hope on UK assets

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

Adviser-Hub 25th Jul 2018

Market Updates

The Week: Inflation statistics: another gloomy sign?

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

Adviser-Hub 19th Jul 2018

Market Updates

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

Adviser-Hub 16th Jul 2018

Market Updates

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

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

Adviser-Hub 16th Jul 2018

Market Updates

US market review: “Losers on both sides”?

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

Adviser-Hub 16th Jul 2018

Market Updates

UK equity market review: “Cards on the table”

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

Adviser-Hub 16th Jul 2018

Market Updates

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

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

Adviser-Hub 16th Jul 2018

Market Updates

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

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

Adviser-Hub 13th Jul 2018

Market Updates

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

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

Adviser-Hub 13th Jul 2018

Market Updates

Emerging markerts review: Sino-US relations continue to sour

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

Adviser-Hub 13th Jul 2018

Market Updates

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

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

Adviser-Hub 13th Jul 2018

VIDEO

Investec | Opportunities

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

Ninety One 13th Jul 2018

VIDEO

Investec | Risks: Part 2

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

Ninety One 13th Jul 2018

VIDEO

Investec | Risks: Part 1

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

Ninety One 13th Jul 2018

VIDEO

Investec | Geopolitical landscape

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

Ninety One 13th Jul 2018

VIDEO

Fidelity International | Finding hidden income

Eugene Philalithis, portfolio manager of the Multi Asset Income range explains why he's looking at loans as a diversified source of income and how he's reducing risk in the portfolio in order to navig...

Fidelity International 12th Jul 2018

Market Updates

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

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

Adviser-Hub 12th Jul 2018

Market Updates

Why Do Factor Returns Exist?

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

Adviser-Hub 11th Jul 2018

Market Updates

Trade tensions intensify

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

Adviser-Hub 2nd Jul 2018

Market Updates

The Week: Talking bulls

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

Adviser-Hub 28th Jun 2018

Market Updates

The Week: The £100bn opportunity for asset managers

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

Adviser-Hub 21st Jun 2018

VIDEO

Fidelity International | Eugene Philalithis: What I've learned

What I've learned’ is a new video series in which Fidelity portfolio managers share key moments from their personal and professional lives which shaped who they are as investors today. Eugene Philalit...

Fidelity International 21st Jun 2018

VIDEO

Fidelity International | Three reasons why oil is troubling markets

Bill McQuaker takes a look at the three main drivers behind the rising cost of oil and what that means for investors. How does an inflated oil price impact on the fundamentals and where can investors...

Fidelity International 20th Jun 2018

VIDEO

Fidelity International | Growth vs Value - the big debate

In this video feature, we tackle the thorny issue of growth vs value.

Fidelity International 19th Jun 2018

Market Updates

FOMC raises rates at their June meeting

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

Adviser-Hub 18th Jun 2018

VIDEO

Fidelity International | Market leadership - Tech for tech’s sake?

The technology sector had a strong year in 2017 and investors have begun to question whether the stellar performance means stocks are now overvalued.

Fidelity International 15th Jun 2018

Market Updates

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

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

Adviser-Hub 14th Jun 2018

Market Updates

Do Factor Returns work in Large Caps?

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

Adviser-Hub 12th Jun 2018

Market Updates

Global bond market review|: Political turmoil in Italy

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

Adviser-Hub 11th Jun 2018

Market Updates

Asian Japan markets review: Asian economies vulnerable to trade tensions

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

Adviser-Hub 11th Jun 2018

Market Updates

Emerging markets review: Argentina raises rates to 40%

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

Adviser-Hub 11th Jun 2018

Market Updates

Europe market review: EU hit by US levies

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

Adviser-Hub 11th Jun 2018

Market Updates

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

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

Adviser-Hub 11th Jun 2018

Market Updates

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

Adviser-Hub 11th Jun 2018

Market Updates

US market review: Escalating trade tensions

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

Adviser-Hub 8th Jun 2018

Market Updates

UK equity market review: Macroeconomic issues drive sentiment

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

Adviser-Hub 8th Jun 2018

Market Updates

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

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

Adviser-Hub 8th Jun 2018

Market Updates

The Week: Is the recent emerging market decline terminal?

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

Adviser-Hub 7th Jun 2018

Market Updates

Video: From unloved to recovery; the secrets of Alex Wright’s success

In this short video, Fidelity Special Situations Fund Manager Alex Wright, FE Alpha Manager of the Year 2017, reveals his contrarian value investment philosophy and three stage investment cycle. His d...

Fidelity International 6th Jun 2018

Market Updates

Global update: Trade wars on the horizon

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

Adviser-Hub 4th Jun 2018

Market Updates

The Week: La Dolce Vita?

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

Adviser-Hub 31st May 2018

VIDEO

Fidelity International | From unloved to recovery; the secrets of Alex Wright’s success

Fidelity International 29th May 2018

Market Updates

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

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

Adviser-Hub 24th May 2018

Market Updates

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

Adviser-Hub 23rd May 2018

Market Updates

US market review: Strong beginning to the Q1 earnings season

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

Adviser-Hub 22nd May 2018

Market Updates

UK equity market review: Corporate activity dominates the FTSE 100

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

Adviser-Hub 22nd May 2018

Market Updates

UK bond market review: UK economic growth disappoints

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

Adviser-Hub 22nd May 2018

Market Updates

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

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

Adviser-Hub 22nd May 2018

Market Updates

Europe market review: ECB remains supportive

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

Adviser-Hub 21st May 2018

Market Updates

Emerging markets review: Oil price continues its rise

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

Adviser-Hub 21st May 2018

Market Updates

Asian Japan markets review: Ongoing concern over trade tensions

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

Adviser-Hub 21st May 2018

Market Updates

The Week: Curtains for emerging markets?

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

Adviser-Hub 17th May 2018

Market Updates

How Factor Returns have Faded Around the World

The deterioration of factor return premiums is a major worry for smart beta investors. It raises the concern that the back-tested returns of the past will fail to materialise during the life of their...

Various 16th May 2018

Market Updates

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

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

Adviser-Hub 10th May 2018

Market Updates

Secular stagnation? Or the optimistic view?

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

Adviser-Hub 8th May 2018

Market Updates

Why everyone loves UK companies except UK investors

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

Adviser-Hub 8th May 2018

Market Updates

Corporate activity grips UK markets

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

Adviser-Hub 1st May 2018

Market Updates

The Week: Is the market peak behind us?

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

Adviser-Hub 26th Apr 2018

Market Updates

The Week: Is there value in UK assets?

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

Adviser-Hub 19th Apr 2018

VIDEO

Fidelity International | Experience counts at the end of the market cycle

Paulleeta Haggith, Manager Research Analyst takes a look at the robust investment process behind the IVI European Fund and discusses why their experienced, active investment proposition really stands...

Fidelity International 19th Apr 2018

Market Updates

Video: A clear-cut future for markets?

Bill McQuaker takes a look at the triggers behind the recent turning point in markets and gives an update on the range, explaining how he’s positioning for a potentially bumpier ride. Watch h...

Fidelity International 18th Apr 2018

Market Updates

Asian Japan markets review: Yen spikes in March

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

Adviser-Hub 17th Apr 2018

Market Updates

Europe market review: Europe reacts to a possible trade war

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

Adviser-Hub 17th Apr 2018

Market Updates

UK share prices knocked by trade war concerns

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

Adviser-Hub 17th Apr 2018

Market Updates

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

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

Adviser-Hub 17th Apr 2018

Market Updates

Emerging markets review: Looming trade war knocks sentiment

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

Adviser-Hub 17th Apr 2018

Market Updates

Examining Estoteric Factors: The Asset Growth Anomaly

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

Adviser-Hub 12th Apr 2018

VIDEO

Fidelity International | Old hands or new faces?

Can managers who haven’t experienced a full market cycle offer the capabilities investors need in a more volatile environment? Bill McQuaker and Tigran Manukyan, Manager Research Analyst discuss wheth...

Fidelity International 10th Apr 2018

VIDEO

Fidelity International | A clear-cut future for markets?

Bill McQuaker takes a look at the triggers behind the recent turning point in markets and gives an update on the range, explaining how he’s positioning for a potentially bumpier ride.

Fidelity International 10th Apr 2018

Market Updates

Demand for VCTs hits new high

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

Adviser-Hub 10th Apr 2018

Market Updates

Global update: Rising US protectionism knocks sentiment

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

Adviser-Hub 6th Apr 2018

Market Updates

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

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

Adviser-Hub 5th Apr 2018

Market Updates

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

Adviser-Hub 5th Apr 2018

Market Updates

US market review: Trump threatens trade war

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

Adviser-Hub 5th Apr 2018

Market Updates

UK equity market review: Progress on Brexit transition agreement

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

Adviser-Hub 5th Apr 2018

Market Updates

UK bond market review: Concerns over gilt supplies

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

Adviser-Hub 5th Apr 2018

Market Updates

Retail property: time to check out?

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

Adviser-Hub 29th Mar 2018

Market Updates

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

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

Adviser-Hub 29th Mar 2018

Market Updates

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

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

Adviser-Hub 22nd Mar 2018

Market Updates

FOMC raises rates

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

Adviser-Hub 22nd Mar 2018

VIDEO

Fidelity International | A new phase of earnings growth

After years of stagnation, earnings growth finally returned to drive global equity markets higher in 2017. In this webcast, Jeremy Podger assessed whether this dynamic will continue and revealed how i...

Fidelity International 19th Mar 2018

Market Updates

Upbeat Spring Statement

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

Adviser-Hub 15th Mar 2018

Market Updates

The Week: Time to relax?

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

Adviser-Hub 15th Mar 2018

Market Updates

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

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

Adviser-Hub 14th Mar 2018

Market Updates

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

The UK equity market experienced a volatile February.

Adviser-Hub 14th Mar 2018

Market Updates

Global bond market review: US bond yields continue to rise

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

Adviser-Hub 14th Mar 2018

Market Updates

Emerging markets review: Brazil cuts interest rates again

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

Adviser-Hub 14th Mar 2018

Market Updates

Asian Japan market review: Asian markets weakened in February

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

Adviser-Hub 14th Mar 2018

Market Updates

How the value factor performs in the market cycle

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

Adviser-Hub 12th Mar 2018

Market Updates

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

Adviser-Hub 9th Mar 2018

Market Updates

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

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

Adviser-Hub 9th Mar 2018

Market Updates

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

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

Adviser-Hub 9th Mar 2018

Market Updates

The Week: Gender diversity – much more carrot than stick

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

Adviser-Hub 8th Mar 2018

VIDEO

Fidelity International | The outlook for infrastructure investing

Hear from Eugene Philalithis about how social infrastructure such as schools, hospitals and government buildings offer key income investing opportunities and play a fundamental role across our Multi A...

Fidelity International 8th Mar 2018

VIDEO

Fidelity International | The sky's the limit

Aircraft leasing is one of the longer standing infrastructure positions in our Multi Asset Income range. We explain how the process works and how this relatively simple concept offers income seekers a...

Fidelity International 7th Mar 2018

Market Updates

Global update: Global sell-off in February

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

Adviser-Hub 2nd Mar 2018

Market Updates

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

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

Adviser-Hub 27th Feb 2018

VIDEO

Fidelity International | Bill McQuaker: what I’ve learnt from the last three market cycles

Fidelity multi asset portfolio manager Bill McQuaker talks about the last 30 years in markets and his experience of Black Monday in 1987, the Dotcom crash in 2000 and the 2007-2009 financial crisis. H...

Fidelity International 23rd Feb 2018

Market Updates

The Week: The big data revolution in active management

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

Adviser-Hub 22nd Feb 2018

Market Updates

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

Adviser-Hub 14th Feb 2018

Market Updates

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

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

Adviser-Hub 14th Feb 2018

Market Updates

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

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

Adviser-Hub 14th Feb 2018

Market Updates

Global bond yields rise sharply in January

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

Adviser-Hub 14th Feb 2018

Market Updates

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

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

Adviser-Hub 14th Feb 2018

Market Updates

US market review: Government shutdown hampers US sentiment

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

Adviser-Hub 14th Feb 2018

Market Updates

UK equity market review: The pound rallies in January

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

Adviser-Hub 14th Feb 2018

Market Updates

UK bond market review: Gilt yields soar in January

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

Adviser-Hub 14th Feb 2018

Market Updates

Europe market review: The EU sets out its Brexit stall

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

Adviser-Hub 14th Feb 2018

Market Updates

The Week: An alternative perspective on the bond market?

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

Adviser-Hub 13th Feb 2018

Market Updates

Global update: Sterling regains pre-Brexit levels

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

Adviser-Hub 8th Feb 2018

Market Updates

Forward Indicators of the Economy

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

Adviser-Hub 5th Feb 2018

Market Updates

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

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

Adviser-Hub 1st Feb 2018

Market Updates

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

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

Adviser-Hub 25th Jan 2018

Market Updates

It is actually different this time…

The problem - the normal rules of engagement no longer apply While we can spend many hours contemplating the rights and wrongs of the great central bank experiment that we are living with, we can p...

Various 23rd Jan 2018

Market Updates

The Week: Why do US equities keep rising?

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

Adviser-Hub 18th Jan 2018

Market Updates

The Week: What's the plan in Japan

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

Adviser-Hub 11th Jan 2018

Market Updates

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

Adviser-Hub 10th Jan 2018

Market Updates

A record-breaking year for US equities

December 2017 US equity indices reached new highs during December as President Donald Trump’s controversial tax reforms were approved by US lawmakers and signed into law. Meanwhile, as expect...

Adviser-Hub 10th Jan 2018

Market Updates

Brexit negotiations are cleared to move on

December 2017 The UK performed relatively strongly during December compared with many other major equity markets; over 2017 as a whole, however, the performance of the FTSE 100 Index was dwarfed by...

Adviser-Hub 10th Jan 2018

Market Updates

The FTSE 100 Index’s yield rose over 2017

December 2017 Although the UK lagged many other major equity markets during 2017 as a whole, it posted a robust performance during December. Both the FTSE 100 Index and the FTSE 250 Index reached n...

Adviser-Hub 10th Jan 2018

Market Updates

Inflation rises to 3.1%

December 2017 UK government bond yields fell during December as demand for gilts rallied. EU leaders declared that, following agreement on key issues – including the future of the Irish borde...

Adviser-Hub 10th Jan 2018

Market Updates

Global update: A strong 2017 for global equity markets

December 2017 Although global equity market returns were relatively muted during December, annualised performance from leading equity indices was very strong. The US, Germany, Japan, Brazil and Ind...

Adviser-Hub 10th Jan 2018

Market Updates

US Treasury bond yields ease over 2017

December 2017 US Treasury bond yields rose during a busy December. As expected, the Federal Reserve raised the federal funds rate for a third time in 2017, taking the key federal funds rate to a ra...

Adviser-Hub 10th Jan 2018

Market Updates

Europe’s economy continues to gain traction

December 2017 European equity markets generally posted subdued performance during December; over 2017 as a whole, however, returns were strong. Brexit discussions are moving on to the next phase, w...

Adviser-Hub 10th Jan 2018

Market Updates

Emerging markets rise over 2017

December 2017 Emerging equity indices generally ended 2018 in positive territory, with many individual countries outperforming the broader world equity market. Brazil notched up its third consecuti...

Adviser-Hub 10th Jan 2018

Market Updates

Japanese markets surge over 2017

December 2018 Confidence amongst Japanese businesses has continued to improve, according to the Bank of Japan’s quarterly Tankan survey of business sentiment. Credit ratings agency Moody&rsqu...

Adviser-Hub 10th Jan 2018

Market Updates

The Week: The week

Some New Years start with a burst of enthusiasm; a blast out of the blocks, let’s-get-it-on and buy some equities sort of start.

Adviser-Hub 4th Jan 2018

Market Updates

US rates rise for a third time in 2017

December 2017 The US Federal Reserve (Fed) raised its key interest rate by 0.25 percentage points at its December meeting. The Federal Open Market Committee (FOMC) has implemented a total three rat...

Adviser-Hub 22nd Dec 2017

Market Updates

The Week: Farewell to all that

2017 is drawing to a close. Was it a classic for investors?

Adviser-Hub 21st Dec 2017

Market Updates

Megatrends for 2018

Fund managers are fond of emphasising their stock-picking credentials over and above their macroeconomic analysis. However, it is clear that they need to pay attention to certain disruptive global tre...

Adviser-Hub 14th Dec 2017

Market Updates

UK equity income market review: Global dividend growth gathers pace

November 2017 Although the FTSE 100 Index reached a new high during November, UK equity prices generally declined over the month as a whole, while yields rose. The Bank of England implemented its f...

Adviser-Hub 12th Dec 2017

Market Updates

Global update: Stable outlook for sovereigns

The outlook for sovereign creditworthiness in 2018 is generally stable, according to credit ratings agency Moody’s, underpinned by expectations that the “healthy” and “synch...

Adviser-Hub 12th Dec 2017

Market Updates

Europe market review: Brexit discussions focus on Ireland

The mechanics and implications of Brexit continued to dominate newsflow during November and discussions over the future of the border between Ireland and Northern Ireland intensified during the mon...

Adviser-Hub 11th Dec 2017

Market Updates

Oil reaches its highest level for over two years

The price of oil reached its highest level since the middle of 2015 in November, following a sudden anti-corruption purge in Saudi Arabia.

Adviser-Hub 11th Dec 2017

Market Updates

Asia Japan market review: Japan shrugs off fresh hostility from North Korea

Despite a fresh display of aggression from North Korea towards Japan, the share prices of large Japanese companies generally rose during November.

Adviser-Hub 11th Dec 2017

Market Updates

UK equity market review: FTSE 100 Index reaches new high in November

UK interest rates rose for the first time since 2007 during November. Despite this, investors appear to be confident that any further increases will be very gradual, and the FTSE 100 Index reached...

Adviser-Hub 8th Dec 2017

Market Updates

US market review: DJIA hits a new record in November

Despite hurricane-related disruption, the US economy posted strong third-quarter growth, expanding by 3.3% YoY.

Adviser-Hub 8th Dec 2017

Market Updates

UK bond market review: UK rates rise for the first time in a decade

Brexit continued to dictate market sentiment during November, and UK gilt yields rose over the month amid cautiously rising hopes that the UK and EU will manage to reach an agreement over their Bre...

Adviser-Hub 8th Dec 2017

Market Updates

The Week: Everything is rosy in the economic outlook, so why don’t we feel happier?

In such a good environment, investors are surprisingly gloomy. Is it time for some Christmas jollity?

Adviser-Hub 7th Dec 2017

Market Updates

Global update: Renewed aggression from North Korea

North Korea returned to the forefront of investors’ awareness in November following its decision to fire another ballistic missile towards Japan.

Adviser-Hub 5th Dec 2017

Market Updates

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

Adviser-Hub 5th Dec 2017

Market Updates

The Week: Gloom and gloomier

If the Chancellor’s Budget predictions for UK growth were not gloomy enough, the OECD made some even gloomier ones this week.

Adviser-Hub 28th Nov 2017

Market Updates

Global dividends show rapid growth

Global dividends are buoyant, suggesting that companies are optimistic about the economy even if investors are getting nervous. Global dividends grew at their fastest pace in three years in the...

Adviser-Hub 21st Nov 2017

Market Updates

What does Single’s Day tell us about emerging markets?

As well as some eye-popping numbers, Single’s Day in China helped bust some pervasive myths around emerging market investment. Single’s Day was a great success, breaking sales record...

Adviser-Hub 16th Nov 2017

Market Updates

Philip Hammond is in an unenviable position as he delivers his latest Budget

Philip Hammond is in an unenviable position as he delivers his second Budget as Chancellor on 22 November. He needs to pull a rabbit out of a hat, but it's proving very difficult to catch. - Th...

Adviser-Hub 9th Nov 2017

Market Updates

US indices reach fresh highs

Strong corporate earnings announcements from leading American technology firms helped to drive US equity indices higher during October. US Federal Reserve (Fed) policymakers maintained the key federal...

Adviser-Hub 7th Nov 2017

Market Updates

Slow progress in Brexit negotiations

The FTSE 100 Index hit a new all-time high in October, reaching 7,556.24 points during the month. However, the spike was caused primarily by wider enthusiasm towards global economic developments than...

Adviser-Hub 7th Nov 2017

Market Updates

Profit warnings rise in Q3

UK equity indices generally rose over October; however, this was driven more by rising optimism about global prospects than by confidence about the UK’s economic outlook. The number of profit wa...

Adviser-Hub 7th Nov 2017

Market Updates

Higher interest rates beckon for the UK

Stronger-than-expected economic growth data fuelled expectations of an imminent increase in UK interest rates, creating some short-term volatility in gilt yields. Consumer price inflation reached 3% Y...

Adviser-Hub 7th Nov 2017

Market Updates

Central banks’ policy continues to shift

A widespread shift in central banks' monetary policy is helping to reduce the attractions of bonds. During October, the ECB announced that it would extend its bond-buying programme until at least...

Adviser-Hub 7th Nov 2017

Market Updates

Spain’s political crisis continued

Although European investors welcomed further evidence of a strengthening economy during October, sentiment was dampened by mounting political turmoil in Spain and wider concerns surrounding Brexit. Th...

Adviser-Hub 7th Nov 2017

Market Updates

President Xi hails China’s economic transition

China's annual economic growth rose from Rmb54 trillion to Rmb80 trillion, contributing more than one-third of total global economic growth, according to the country's President Xi. He hailed...

Adviser-Hub 7th Nov 2017

Market Updates

Nikkei 225 Index reaches two-decade high

The Nikkei 225 Index posted steady growth during October, underpinned by a strengthening domestic economy, and reached levels last seen in 1996. Investor sentiment was boosted by the victory of incumb...

Adviser-Hub 7th Nov 2017

Market Updates

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

Adviser-Hub 7th Nov 2017

Market Updates

Global update: Politics dominate in October

Politics grabbed the spotlight during October, and global investor sentiment was affected by mounting political crisis in Spain, General Elections in Japan and Austria, and continuing developments.

Adviser-Hub 7th Nov 2017

Market Updates

So interest rates are going up for the first time in a decade. How do you feel?

The Bank of England has announced a hike in interest rates for the first time in a decade The base rate will rise from 0.25% to 0.5% With the economy fragile, is Carney making a mistake? I...

Adviser-Hub 2nd Nov 2017

Market Updates

North Korea dominates news flow

Global markets generally ended September in positive territory, despite an intensifying war of words between US President Donald Trump and North Korea. The UK was an exception, however; the FTSE 100 I...

Adviser-Hub 1st Nov 2017

Market Updates

Black Monday thirty years on

Black Monday is still etched on the collective consciousness of the investment industry, a reminder of the caprices of markets and how quickly they can turn. This volatility remains a key deterrent fo...

Adviser-Hub 19th Oct 2017

Market Updates

UK equity market review (September 2017)

Brexit concerns hamper confidence The FTSE 100 Index fell over September, dampened by uncertainties surrounding Brexit and wider concerns over North Korea. During the month, Prime Minister Theresa...

Adviser-Hub 12th Oct 2017

Market Updates

UK bond market review (September 2017)

Gilt yields soar in September Gilt prices fell and yields surged amid mounting expectations of an increase in UK interest rates – perhaps as early as November – and a strong increase in...

Adviser-Hub 12th Oct 2017

Market Updates

UK equity income market review (September 2017)

Brexit haunts UK investors While most other major equity markets rose during September, investor sentiment in the UK was dampened by ongoing Brexit-related concerns. Demand for UK equity funds has...

Adviser-Hub 12th Oct 2017

Market Updates

Emerging markets review (September 2017)

BRICS nations meet in September China’s President Xi urged the BRICS nations – Brazil, Russia, India, China, and South Africa – to work together more closely in order to maximise...

Adviser-Hub 12th Oct 2017

Market Updates

US market review (September 2017)

US markets hit new highs Despite some disappointing economic data, fresh disruptions caused by hurricanes, and ongoing tensions with North Korea, US equity indices reached fresh highs during the mo...

Adviser-Hub 12th Oct 2017

Market Updates

Asia Japan market review (September 2017)

Snap election in Japan Investors were caught off-guard in September by the decision of Japanese Prime Minister Shinzo Abe to call a snap General Election in a move designed to reinforce his mandate...

Adviser-Hub 12th Oct 2017

Market Updates

Europe market review (September 2017)

Europe’s economy continues to strengthen The eurozone’s economy grew by 0.6% in the second quarter of 2017, having posted quarterly growth of 0.5% in the first three months of the year....

Adviser-Hub 12th Oct 2017

Market Updates

Britain's toxic politics: what does it mean for UK assets?

The UK is a political mess, and it's starting to weigh on the economy, and the performance of UK assets. The UK political scene is as uncertain as it has been for some time. Brexit talks a...

Adviser-Hub 12th Oct 2017

Market Updates

The below selection of articles have been written by our expert investment writers and cover the markets looking back through August. Asia Japan market review Snap election in Japan...

Adviser-Hub 12th Oct 2017

Market Updates

Global bond market review (September 2017)

Global bond yields rise in September Global bond yields generally rose during September despite a backdrop of rising tension between North Korea and the US. The Fed confirmed that it intends to sta...

Adviser-Hub 12th Oct 2017

VIDEO

MM Wired with The UK Edge

How are advice firms harnessing technology?

Various 10th Oct 2017

Market Updates

The fees of the future

Fund management fees are changing, but do the changes go far enough? Fidelity’s new charging model incorporates a performance fee structure It is one of a raft of changes to fees from th...

Adviser-Hub 5th Oct 2017

Market Updates

After Brexit and a downgrade, is Carney really likely to raise rates?

A rate rise in the UK has suddenly become a possibility. There is still much to fear on the outlook for the UK – is Carney really likely to blink? The conditions for a rate rise do not app...

Adviser-Hub 28th Sep 2017

Market Updates

Technology provided a boost for US equity indices

Investor sentiment was impaired during August by concern over North Korea’s relationship with the international community and worries about the impact of Tropical Storm Harvey, which hammered the US G...

Adviser-Hub 28th Sep 2017

Market Updates

UK equity market review: “No decisive progress” in Brexit talks

UK share price performance was dampened in August by escalating tensions between North Korea and the international community.

Adviser-Hub 28th Sep 2017

Market Updates

UK equities make muted gains in August

August 2017 UK share prices generally rose during August, although gains were relatively muted, hampered by geopolitical tensions relating to North Korea – which fired a missile over Japan &n...

Adviser-Hub 28th Sep 2017

Market Updates

UK bond market review: Demand for gilts rises during August

During August, investors’ appetite for risk deteriorated, undermined by further deterioration in relations between North Korea and the rest of the world.

Adviser-Hub 28th Sep 2017

Market Updates

Global bond market review: Strong demand for highly rated government bonds

Investors’ appetite for “safe haven” assets rose during August against an increasingly unsettled global backdrop.

Adviser-Hub 28th Sep 2017

Market Updates

Euro surges against the US dollar

August 2017 The euro rose to its highest level against the US dollar since January 2015, bolstered not only by the strengthening European economy, but also by worries over the impact of Tropical St...

Adviser-Hub 28th Sep 2017

Market Updates

Asia Japan market review: Tensions with North Korea put pressure on Asian markets

An increasingly strained relationship between North Korea and the international community culminated in North Korea’s decision to fire a ballistic missile over Japan.

Adviser-Hub 28th Sep 2017

Market Updates

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

Adviser-Hub 28th Sep 2017

Market Updates

Emerging markets review: IMF warns on China’s credit boom

China’s credit growth continued to pose a problem in August.

Adviser-Hub 28th Sep 2017

Market Updates

Indicators of a Share Market Correction

Last month we looked at two factors that are predictive of a future recession: the rate of inflation and the level of unemployment, and found that the signs of a new recession were not quite in play y...

Adviser-Hub 26th Sep 2017

Market Updates

Broomer's Blog: This Time it's different

It is often said that the most dangerous words in investment are that 'this time it's different', but could it be? The value philosophy – that everything reverts to the mean &n...

Adviser-Hub 25th Sep 2017

Market Updates

Emerging markets: have investors missed the boat?

Emerging markets have had a strong run – are all the strong returns behind them? Emerging markets have rallied after fears surrounding the Trump election abated After 20%+ gains, investo...

Adviser-Hub 25th Sep 2017

Market Updates

The Philips Curve: why is higher employment not leading to wage growth?

Low unemployment is not leading to higher wages. What is happening? Unemployment is at its lowest level for over 40 years, but wages are declining in real terms The 'Philips curve' app...

Adviser-Hub 14th Sep 2017

Market Updates

Investors seek safe havens in August

Risk aversion amongst investors rose during August, boosting demand for perceived “safe-haven” assets amid mounting concerns over the deteriorating relationship between North Korea and the...

Adviser-Hub 7th Sep 2017

Market Updates

The Week: North Korea: A macroeconomic event that they actually care about

Finally, markets seem to have found a macroeconomic event that they actually care about.

Adviser-Hub 7th Sep 2017

Market Updates

The shine comes off absolute return

Standard Life’s GARS fund is under pressure: performance has waned and it is seeing outflows. Does this say something about the wider absolute return sector? The targeted absolute return s...

Adviser-Hub 29th Aug 2017

Market Updates

The Week: How to explain the mismatch between economic growth and labour market statistics?

We currently have a situation where the labour market and GDP growth statistics are telling a different story.

Adviser-Hub 24th Aug 2017

Market Updates

The Week: Valuations - might it be different this time?

Investors have been fretting about valuations for some time, and the recent wobbles in markets seem to endorse the fragility of current equity pricing. Stock markets look increasingly overvalued...

Adviser-Hub 17th Aug 2017

Market Updates

Inflation continues to pose a problem

July 2017 UK consumer price inflation remained well above its 2% target, although it eased slightly in June. Although the unemployment rate fell to its lowest level since 1975, wage growth continue...

Adviser-Hub 14th Aug 2017

Market Updates

US market review: The Fed is poised to pare back its balance sheet

Despite a raft of fresh problems for President Trump’s administration, US equity markets rose during July and the Dow Jones Industrial Average Index reached a new closing high at the end of t...

Adviser-Hub 14th Aug 2017

Market Updates

UK equity income market review: UK equity yields fell during July

UK equity indices generally rose during July and yields fell. Dividend payouts hit a new second-quarter record in 2017, according to Capita Asset Services, reaching a total of £33.3 billion.<...

Adviser-Hub 14th Aug 2017

Market Updates

Global bond market review: Bond and currency markets remain under pressure

Despite a backdrop of persistently low inflation, speculation over the likelihood of tighter monetary policy continued to put pressure on global bond and currency markets during July.

Adviser-Hub 14th Aug 2017

Market Updates

Europe market review: Economic sentiment improves in the eurozone

The European Central Bank continued to play down speculation that it is poised to begin winding down its programme of stimulus measures.

Adviser-Hub 14th Aug 2017

Market Updates

Emerging markets review: China posts stronger-than-expected economic growth

China’s economy grew by 6.9% YoY during Q2, outstripping the Chinese government’s official annual economic growth target.

Adviser-Hub 14th Aug 2017

Market Updates

Asia Japan market review: Japan’s inflation to remain below target

Although Japan’s economy appears to be strengthening in some areas, the outlook for inflation remains subdued.

Adviser-Hub 14th Aug 2017

Market Updates