articles from Adviser-Hub

Adviser-Hub articles

Articles tagged: ANALYSIS & OPINION

Analysis & Opinion

Management quality: how FSSA identifies teams built to last

FSSA Investment Managers invest in businesses they expect to be part of their portfolio for decades to come – that’s why they put such a premium on the quality of management teams.

FSSA Investment Managers 15th May 2025

Analysis & Opinion

Know where your towel is

Baillie Gifford’s Long Term Global Growth team explains why investors should avoid the temptation to throw in the towel during market turmoil.

Baillie Gifford 8th May 2025

Analysis & Opinion

Market view: Five charts that put market volatility in perspective

Capital Group shares five insights that can help investors regain confidence and stay invested for the long haul.

Capital Group 24th Apr 2025

Analysis & Opinion

Diversification is still the only free lunch

Explore how to navigate market concentration and political unpredictability. Ready to diversify your portfolio? Read more from Aberdeen now.

Aberdeen Investments 24th Apr 2025

Analysis & Opinion

Unfollow the market’s direction of travel

Fidelity explains how equity market neutral strategies can harness the power of volatility.

Fidelity International 24th Apr 2025

Analysis & Opinion

Market view: making sense of gilt market volatility

Despite market speculation about potential Bank of England intervention, Fidelity fixed income portfolio manager Shamil Gohil outlines why he believes current conditions do not necessitate such mea...

Fidelity International 17th Apr 2025

Analysis & Opinion

Trade shock accelerates China’s strategic pivot

Ninety One’s Iain Cunningham, Head of Multi-Asset Growth, explores China’s structural shift towards a consumption-driven growth model due to ongoing trade shocks from US tariffs.

Ninety One 17th Apr 2025

Analysis & Opinion

Market view: Trump tariffs roil markets. What’s next?

The sharp market selloff serves as an effective reminder that it is always a good idea to maintain a balanced portfolio with an eye toward downside protection, says Capital Group.

Capital Group 10th Apr 2025

Analysis & Opinion

The three building blocks of total return

Fidelity’s global equity income team outlines the three fundamental building blocks of dividends, earnings resilience and valuation discipline which form the cornerstone of their equity incom...

Fidelity International 10th Apr 2025

Analysis & Opinion

Understanding tariffs in five charts

To help make sense of it all, Capital Group developed this guide to tariffs and their potential implications for the economy, markets and investors.

Capital Group 20th Mar 2025

Analysis & Opinion

Market view: UK: a fertile hunting ground for contrarian investors

Fidelity believes the UK market has an underappreciated richness of opportunity, combining strong earnings growth, high dividend yields and low valuations.

Fidelity International 20th Mar 2025

Analysis & Opinion

Market view: investing in the 'sweet spot' of global credit

aberdeen’s Mark Munro makes the case for investing in the sweet spot cross-over segment of BBB- and BB-rated credits.

Aberdeen Investments 20th Mar 2025

Analysis & Opinion

Changing realities challenge the bet on US exceptionalism

Ninety One’s Sahil Mahtani argues that the Trump administration appears willing to tolerate a slowdown to push through structural reform, which may lead investors to seek opportunities beyond...

Ninety One 13th Mar 2025

Analysis & Opinion

Emerging market equity income – resilience in a volatile world

From AI to the unstoppable energy transition, aberdeen explores the reasons to stay positive about emerging markets in a Trump world.

Aberdeen Investments 13th Mar 2025

Analysis & Opinion

Why global fixed income strategies are important in today’s market environment

Expanding the opportunity set by adopting a global approach can provide fixed income investors with several important benefits, says Capital Group’s Jeremy Cunningham.

Capital Group 6th Mar 2025

Analysis & Opinion

Can active and passive team up for investment success?

Enhanced indexation blends cost-efficient quantitative rigour with active alpha potential – abrdn’s Nick Millington, Head of Systematic Index Solutions, tells us more.

Aberdeen Investments 6th Mar 2025

Analysis & Opinion

Private growth: looking over the overlooked

Baillie Gifford 27th Feb 2025

Analysis & Opinion

Blurred lines: the EM’ification of DM

A shift in volatility in developed markets means asset allocators face a new reality. Ninety One explains.

Ninety One 27th Feb 2025

Analysis & Opinion

Outlook 2025: taking the temperature on India

India's growth story has been remarkable, but recent stutters and expensive equity valuations raise questions. Time to panic? abrdn thinks not.

Aberdeen Investments 13th Feb 2025

Analysis & Opinion

AI revolution: behind the 'overnight' success

Baillie Gifford’s Stewart Hogg explores how AI is reshaping companies and driving long-term growth.

Baillie Gifford 13th Feb 2025

Analysis & Opinion

Innovation, Italian style

Despite Italy's challenging macroeconomic indicators, such as political instability and low fertility rates, Stewart Investors explains why the country remains a hub of innovation and dynamic b...

FSSA Investment Managers 13th Feb 2025

Analysis & Opinion

Why excluding China can sometimes make good sense

Some investors are increasingly turning to emerging markets excluding China, seeking greater control and alignment with global economic shifts. abrdn takes a closer look.

Aberdeen Investments 6th Feb 2025

Analysis & Opinion

Market views: Germany’s surprising equity market

Capital Group’s Beth Beckett, Economist, looks past the macro gloom.

Capital Group 6th Feb 2025

Analysis & Opinion

Enhancing portfolio resilience with diversifying liquid alternatives

The reduced effectiveness of traditional diversification strategies is encouraging investors to reconsider the role of liquid alternatives. Fidelity examines the case for these strategies to add po...

Fidelity International 6th Feb 2025

Analysis & Opinion

AI’s big breakthrough won’t happen this year

Most of AI’s potential is still some years away, but for now, says Fidelity, the big names in technology are still going strong as they prepare the ground for this brave new world.

Fidelity International 30th Jan 2025

Analysis & Opinion

EM debt: the evolution of an asset class

Emerging market debt has evolved, resulting in a better-quality and highly diverse opportunity set that is ripe with alpha-capture potential. Ninety One tells us more.

Ninety One 30th Jan 2025

Analysis & Opinion

Is a ‘comfortable retirement’ affordable?

Do retirees have enough financial resources to last for a lifetime? Fidelity Adviser Solutions’ Paul Squirrell, Head of Retirement and Savings Development, takes a closer look.

Fidelity International 30th Jan 2025

Analysis & Opinion

The return of Donald Trump: start of the deals

Could the president’s second term be as much about dealmaking as inflation? Fidelity’s analysts take stock.

Fidelity International 23rd Jan 2025

Analysis & Opinion

2025 and beyond: key industry and market trends

Capital Group CEO Mike Gitlin and vice chair Jody Jonsson discuss opportunities and challenges in the evolving investment landscape, share their market outlook and assess important trends in the fi...

Capital Group 23rd Jan 2025

Analysis & Opinion

Market view: Duration’s comeback: a better friend for income and credit

Capital Group believes it’s time for income and credit investors to accept duration back into the friend circle.

Capital Group 16th Jan 2025

Analysis & Opinion

Global Listed Infrastructure 2025 outlook

First Sentier Investors believes that global listed infrastructure is well placed to deliver strong returns in 2025.

FSSA Investment Managers 16th Jan 2025

Analysis & Opinion

Market view: Mixed picture facing global fixed income investors

Fidelity Strategic & Flexible Bond portfolio managers Mike Riddell and Tim Foster share their outlook for 2025 and insights into how they’re looking to position the portfolios against an...

Fidelity International 5th Dec 2024

Analysis & Opinion

Five things to look out for in 2025 with MyFolio

From inflation to diversification and SDR, abrdn explores the prospects for the year ahead.

Aberdeen Investments 5th Dec 2024

Analysis & Opinion

The great US infrastructure rebuild

Spotting the winners from the great US infrastructure renaissance: Baillie Gifford explores the gold amid the grit of the US drive to repair its essential networks.

Baillie Gifford 5th Dec 2024

Analysis & Opinion

Economic outlook: global growth dependent on a resilient US

As inflation eases and central banks around the world cut interest rates, the outlook for the global economy remains decidedly mixed heading into the new year, says Capital Group.

Capital Group 28th Nov 2024

Analysis & Opinion

The age wave: investing in the needs of an ageing society

Baillie Gifford explains why increasingly elderly populations could transform our lives as much as climate change or AI.

Baillie Gifford 28th Nov 2024

Analysis & Opinion

Outlook for global mid-caps looks positive

Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes share their outlook for 2025 and outline how they’re looking to position the portfolio against an evolving m...

Fidelity International 28th Nov 2024

Analysis & Opinion

US elections: the European impact

Trump’s mercantilism could spell instability, says Capital Group.

Capital Group 21st Nov 2024

Analysis & Opinion

Balancing the promise and perils of AI

Ninety One’s Head of Quality Clyde Rossouw explains why exposure to higher-quality companies can successfully position investors for an AI-driven future.

Ninety One 21st Nov 2024

Analysis & Opinion

Market view: Navigating bond markets in a volatile post-election market

Fidelity’s Kris Atkinson offers his latest views on interest rates and credit, and why he continues to play for lower yields and steeper curves while de-risking the credit side of portfolios....

Fidelity International 21st Nov 2024

Analysis & Opinion

US election: a clear cut result, but what does it mean for the economy?

Philip Saunders, Director of Ninety One’s Investment Institute reminds us that regardless of the party in power, long-term market movements are driven by fundamentals – growth matters.<...

Ninety One 14th Nov 2024

Analysis & Opinion

Why are enhanced index strategies increasingly popular?

abrdn brings you three key reasons.

Aberdeen Investments 14th Nov 2024

Analysis & Opinion

EM equities: five factors point to a rebound

Ninety One’s analysis assesses five critical factors that could support EM returns relative to developed markets.

Ninety One 14th Nov 2024

Analysis & Opinion

Market view: Have investors missed the rally in stocks and bonds?

As markets have recovered, the fresh opportunity to get invested is clear — and sitting on cash-like holdings should have less appeal, says Capital Group.

Capital Group 7th Nov 2024

Analysis & Opinion

Beyond the dragon's reach

abrdn examines how to better manage China risks while seeking attractive emerging market equity investments outside the world's second-largest economy.

Aberdeen Investments 7th Nov 2024

Analysis & Opinion

Reflections on investing in Indian equities over the past 20 years 

Vinay Agarwal, Director of FSSA Investment Managers, shares his experiences and some of his reflections over the past decades.

FSSA Investment Managers 7th Nov 2024

Analysis & Opinion

Budget 2024: fixing the foundations?

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

Adviser-Hub 31st Oct 2024

Analysis & Opinion

Market view: Why Fidelity believes there is still life in the UK market rally

With UK equities trading at their most attractive levels, strong corporate earnings, and an improving domestic economy, it’s time to capitalise on the significant upside potential still on of...

Fidelity International 31st Oct 2024

Analysis & Opinion

MAC mechanics: under the bonnet of Ninety One’s Multi-Asset Credit Strategy

Ninety One believes that the case for adopting a dynamic approach to portfolio construction across a broad investment universe has never been clearer.

Ninety One 31st Oct 2024

Analysis & Opinion

Where to invest as interest rates decline

Don’t let uncertainty get in the way of your long-term investment goals, says Capital Group – here are five opportunities to consider as the Fed pivots to interest rate cuts.

Capital Group 24th Oct 2024

Analysis & Opinion

The case for equity market neutral strategies in five charts

Fidelity's absolute return strategy can help investors diversify and enhance equity return drivers in an environment in which macroeconomic and market volatility are elevated.

Fidelity International 24th Oct 2024

Analysis & Opinion

Market view: Multi asset: why your bonds may finally excel in your portfolio

Bonds are making a comeback and abrdn examines how bond market dynamics are shifting and what it could mean for you.

Aberdeen Investments 17th Oct 2024

Analysis & Opinion

Chinese policy crosses the Rubicon – what now?

A decisive policy pivot – in the form of a fiscal boost – has seen China’s equity market escape its trough – Fidelity’s team assesses whether investors should believe...

Fidelity International 10th Oct 2024

Analysis & Opinion

DC views: how to achieve better member outcomes

Baillie Gifford explores the UK DC market, discussing frustrations around cost and investment constraints, and how better member outcomes can be achieved.

Baillie Gifford 10th Oct 2024

Analysis & Opinion

Welcome to the Benjamin Button economy

In the 2008 film The Curious Case of Benjamin Button, the title character ages in reverse – oddly enough, Capital Group’s Jared Franz thinks the US economy is doing something similar.

Capital Group 3rd Oct 2024

Analysis & Opinion

Why quality matters in Europe

Fidelity’s Sam Morse and Marcel Stötzel explain why a focus on high-quality companies can continue to drive attractive long-term returns for investors in Europe.

Fidelity International 3rd Oct 2024

Analysis & Opinion

Bonds back in focus

Ninety One’s Ellie Clapton and Jason Borbora-Sheen explore the resurgence of bonds as a viable investment class.

Ninety One 3rd Oct 2024

Analysis & Opinion

Why higher-rated corporate bonds still make sense

abrdn goes back in time to find out what history teaches us about bond performance in the critical 12 months following a central bank’s first rate cut.

Aberdeen Investments 26th Sep 2024

Analysis & Opinion

China equities: staying the course with quality companies

FSSA Investment Managers continue to believe that there are pockets of growth to be found in China – even amid a slower economy.

FSSA Investment Managers 26th Sep 2024

Analysis & Opinion

China: finding the new shoots of growth

International investors are sceptical, but Baillie Gifford believes that, below the surface, China’s government and companies are laying the foundations for the next growth phase.

Baillie Gifford 19th Sep 2024

Analysis & Opinion

How to invest with confidence in a US election year

Capital Group addresses some top adviser questions about investing in a US election year.

Capital Group 13th Sep 2024

Analysis & Opinion

EM equities: five factors point to a rebound

Ninety One analyses the critical factors that could support EM returns relative to developed markets after several false dawns.

Ninety One 13th Sep 2024

Analysis & Opinion

US value in focus

Rosanna Burcheri and Ashish Bhardwaj, portfolio managers for Fidelity American Special Situations, explain why there is still a rich pool of attractive opportunities for value investors to exploit...

Fidelity International 5th Sep 2024

Analysis & Opinion

Why Capital Group believes it’s time to exit cash and move back into bonds

Historically, pivots in monetary policy have significantly impacted market returns and, as such, Capital Group believes they warrant a rethink of investors’ defensive allocations.

Capital Group 5th Sep 2024

Analysis & Opinion

Will Labour change the State Pension age?

With the election decided, one of the more electorally sensitive issues is likely to emerge in the months ahead: the State Pension age. Fidelity’s Andrew Oxlade examines the possibilities.

Fidelity International 5th Sep 2024

Analysis & Opinion

Central bank Olympics redux – faster, (lower), stronger

The Games might be over, but the central bank rate-cutting race has just begun – abrdn looks at what to expect for the rest of 2024.

Aberdeen Investments 29th Aug 2024

Analysis & Opinion

Market view: Navigating China’s path to recovery

Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, believes opportunities are now emerging across a range of sectors which offer strong structural growth prospects at compel...

Fidelity International 29th Aug 2024

Analysis & Opinion

US recession fears rise, but fundamentals remain resilient

Fidelity’s Global Head of Macro & Strategic Asset Allocation Salman Ahmed explains why growth is unlikely to fall off a cliff, and a soft landing is still the most expected outcome for th...

Fidelity International 15th Aug 2024

Analysis & Opinion

Four hallmarks of a quality company

Walter Scott client investment manager Murdo MacLean delves into four attributes he thinks companies should possess in order to weather macro and market headwinds.

BNY Mellon Investment Management 15th Aug 2024

Analysis & Opinion

Thematic equities: the next frontiers in AI

Where are the next investment opportunities in AI? abrdn details three themes that they think will drive the future of AI.

Aberdeen Investments 15th Aug 2024

Analysis & Opinion

Market view: Five views on tumbling markets

Five views from Capital Group investment professionals assessing the latest fast-changing market developments.

Capital Group 8th Aug 2024

Analysis & Opinion

Market view: Is it time for UK corporate bonds to shine?

What persistent inflationary pressures and market volatility might mean for UK corporate bond markets.

BNY Mellon Investment Management 8th Aug 2024

Analysis & Opinion

Market view: The future of global equities

Portfolio managers Rob Lovelace and Noriko Chen discuss the dynamics shaping world markets and where they see the greatest opportunities.

Capital Group 1st Aug 2024

Analysis & Opinion

Weighing up the effect of weight-loss drugs

Walter Scott investment managers Lindsay Scott and Max Skorniakov, and investment analyst Dr Oriana Beaumont investigate the potential consequences of anti-obesity drugs.

BNY Mellon Investment Management 1st Aug 2024

Analysis & Opinion

Future Minerals: why utility and scarcity make a winning union

Demand for ‘future minerals’ vital to the green transition is set to take off. Here’s the why, and how, you should consider playing the start of this new ‘super cycle’...

Aberdeen Investments 30th Jul 2024

Analysis & Opinion

A trio of transformational themes

Newton mixed assets portfolio manager Simon Nichols considers three global investment themes he thinks could have a positive influence on multi-asset portfolios.

BNY Mellon Investment Management 25th Jul 2024

Analysis & Opinion

Market view: Are M&As and buybacks about to drive markets?

Read abrdn’s latest thoughts on the potential impact of corporate activity on the direction of major stock markets around the world – is it a case of ‘good news’ or ‘b...

Aberdeen Investments 25th Jul 2024

Analysis & Opinion

Market view: Beyond China: exploring Asia's equity landscape

Capital Group equity portfolio manager Chris Thomsen discusses opportunities he is currently seeing across India, the Philippines, Vietnam and Indonesia.

Capital Group 25th Jul 2024

Analysis & Opinion

Market view: Does a new golden age beckon for fixed income?

With low yields apparently coming to an end, BNY Investment asks: just how attractive are fixed income markets?

BNY Mellon Investment Management 3rd Jul 2024

Analysis & Opinion

Unlocking the potential: listed property vs direct property

First Sentier Investors examine the case for having listed property as part of real asset portfolios, and highlight the investment opportunity in listed property as a complement to real asset portf...

FSSA Investment Managers 3rd Jul 2024

Analysis & Opinion

Market view: volatile’: 'Phenomenally volatile': will markets remain choppy?

Walter Scott client investment manager George Dent considers why, in this uncertain macroeconomic environment, he thinks it is important to focus on companies with strong fundamentals.

BNY Mellon Investment Management 27th Jun 2024

Analysis & Opinion

Diversified assets: a new regime needs a fresh approach

The 60/40 portfolio is back – but where do we go from here? abrdn share their views and what it might mean for portfolios.

Aberdeen Investments 27th Jun 2024

Analysis & Opinion

US fiscal consolidation? Not in 2025

Ninety One’s Dan Morgan discusses how US fiscal policy will continue to play an increasingly influential role and, as investors navigate a new policymaking world, he considers what they shoul...

Ninety One 20th Jun 2024

Analysis & Opinion

Understanding equity and bond correlations

Fidelity Multi Asset Portfolio Manager Chris Forgan discusses why some shared macroeconomic drivers don’t always influence equities and bonds in the same way, and how the relationship between...

Fidelity International 20th Jun 2024

Analysis & Opinion

Fireside Chat: the benefits of active management in retirement

For those planning their retirement, BNY Investments’ Richard Parkin outlines the potential benefits of deploying active management into investment strategies.

BNY Mellon Investment Management 20th Jun 2024

Analysis & Opinion

The importance of earnings growth

Ninety One believes the market will begin focusing less on the ‘story’ component of investment cases, shifting attention back to companies’ earnings streams.

Ninety One 13th Jun 2024

Analysis & Opinion

European residential real estate - time to live a little

What lies ahead for the European living sector? abrdn discusses the opportunities.

Aberdeen Investments 13th Jun 2024

Analysis & Opinion

Positioning for income in a rapidly evolving economic landscape

Fidelity’s Talib Sheikh provides an update on recent positioning moves within Fidelity’s multi asset income range, highlighting the increased exposure to developed market equities.

Fidelity International 30th May 2024

Analysis & Opinion

Positioning for geopolitical risk

Newton global income portfolio manager Jon Bell explains what elevated geopolitical uncertainty means for portfolio positioning.

BNY Mellon Investment Management 30th May 2024

Analysis & Opinion

European champions

Walter Scott investment manager Alan Edington looks ahead to a summer of sport and entertainment that’s set to showcase not just a host of global superstars, but also some of Europe’s l...

BNY Mellon Investment Management 23rd May 2024

Analysis & Opinion

Quality-Income: harnessing tomorrow’s equity drivers

Fidelity examines why Quality-Income strategies seem an attractive prospect given recent shifts in capital market assumptions, and how investors can get exposure to this strategy.

Fidelity International 23rd May 2024

Analysis & Opinion

Investing in innovation

Baillie Gifford invests in innovation via the companies shaping the future – and by asking ‘what if?’, they can find exceptional businesses to invest in on their clients’ be...

Baillie Gifford 23rd May 2024

Analysis & Opinion

Fixed income investors weigh inflationary impacts

BNY Mellon asks: can a strategic approach drive fixed income advantage?

BNY Mellon Investment Management 16th May 2024

Analysis & Opinion

Pensions – still the first port of call for retirement savings

Fidelity’s Paul Squirrell, Head of Retirement and Savings Development, illustrates why pensions are still the starting point for clients saving for their retirement.

Fidelity Adviser Solutions 16th May 2024

Analysis & Opinion

The dividend pay-off

Fidelity’s Aditya Shivram examines the data behind his belief that a focus on dividends is just as important as capital appreciation, and why it could lead to more sustainable and lower volat...

Fidelity International 9th May 2024

Analysis & Opinion

Asia’s changing income story

Newton portfolio manager Zoe Kan assesses a shifting investment landscape in Asia – one that looks towards a more income-oriented approach to the region.

BNY Mellon Investment Management 9th May 2024

Analysis & Opinion

Algorithmic alchemy: investing with optimism in AI

As well as investing in many leading artificial intelligence companies, Baillie Gifford is exploring uses of AI to improve how they invest on behalf of their clients.

Baillie Gifford 2nd May 2024

Analysis & Opinion

What if the Fed doesn’t cut interest rates this year?

Capital Group’s Darrell Spence sees three solid reasons to keep the federal funds rate right where it is throughout 2024.

Capital Group 2nd May 2024

Analysis & Opinion

Cash has further to run

As interest rates are expected to stay higher for longer, so should the relative attractiveness of cash in investment portfolios, says Fidelity

Fidelity International 2nd May 2024

Analysis & Opinion

Market view: Asian stocks enter the dividend age

Asia has long been chiefly a growth story for investors – Fidelity portfolio managers Jochen Breuer and Lynda Zhou examine the case for Asian dividends.

Fidelity International 18th Apr 2024

Analysis & Opinion

Market view: Emerging markets: why the asset class is worth the "bother"

Faced with their critics, emerging markets continue to show significant potential in the second quarter and beyond, says abrdn.

Aberdeen Investments 18th Apr 2024

Analysis & Opinion

Market view: Mixed economic signals puzzle fixed income investors

As central banks work to tackle inflation, Insight Investment asks: just how healthy are the prospects for European credit markets?

BNY Mellon Investment Management 18th Apr 2024

Analysis & Opinion

The Long View: four megatrends to watch

Capital Group’s portfolio managers and analysts are scouring the world for e.nduring trends that have the potential to transcend individual sectors and impact the broader investing landscape...

Capital Group 11th Apr 2024

Analysis & Opinion

Equity markets suggest all is well... but is it really?

Fidelity Multi Asset Open range portfolio managers Chris Forgan and Caroline Shaw explain why they believe a cautious and flexible approach to asset allocation is prudent to navigate what comes nex...

Fidelity International 11th Apr 2024

Analysis & Opinion

Global mid-caps: postcard from the USA

abrdn’s Anjli Shah shares insights from her recent trip to the US, including politics, the economy, and companies that impressed.

Aberdeen Investments 11th Apr 2024

Analysis & Opinion

Notes from the road: something for everyone in Latin America

Whether it’s the strong structural story of Brazil or the alpha potential from Argentina’s reforming economy, Ninety One’s Nicolas Jaquier finds a compelling case for these two co...

Ninety One 11th Apr 2024

Analysis & Opinion

Ah, politics – we’ve been expecting you

With elections around the world, abrdn’s rates team zooms in on the UK and US. There’s a lot at stake – but what could it mean for investors?

Aberdeen Investments 20th Mar 2024

Analysis & Opinion

AI equity impact: already irrational?

BNY Mellon’s Global Economics and Investment Analysis (GEIA) team outlines its view on the economic implications of the new technology wave.

BNY Mellon Investment Management 20th Mar 2024

Analysis & Opinion

Income investing in a higher-yield world

Fidelity’s Talib Sheikh unpacks why a multi-asset approach is still the most attractive long-term option for income seekers

Fidelity International 14th Mar 2024

Analysis & Opinion

The geopolitical future that has already happened

The consequences of “the future that has already happened” are likely to be profound for investors, according to Ninety One’s Sahil Mahtani, Head of Macro Research

Ninety One 14th Mar 2024

Analysis & Opinion

Fire or water: opportunities in China’s structural challenges

The dragon might not be breathing fire, but turn your back at your peril, according to Iain Cunningham, Ninety One’s Head of Multi Asset Growth.

Ninety One 15th Feb 2024

Analysis & Opinion

Market view: Finding value in shifting fixed income markets

BNY Mellon explores why elevated bond yield levels could augur well for fixed income investors in 2024, despite heightened market volatility.

BNY Mellon Investment Management 15th Feb 2024

Analysis & Opinion

Market view: Are credit spreads pricing in complacency?

abrdn’s Mark Munro sees three potential scenarios for credit markets going forward.

Aberdeen Investments 8th Feb 2024

Analysis & Opinion

Market view: Navigating shifting global equity markets

A tight long-term focus on investment in high-quality companies could help investors navigate risk to secure longer term gains, says Walter Scott investment manager Paul Loudon.

BNY Mellon Investment Management 8th Feb 2024

Analysis & Opinion

Is home bias always desirable?

Chris Forgan, portfolio manager of Fidelity’s Multi Asset Allocator range, explains why home bias can act as a hindrance rather than a help in static allocation portfolios.

Fidelity International 1st Feb 2024

Analysis & Opinion

What’s in store for 2024

Capital Group’s Rob Lovelace offers his view on where markets are headed, the rise of the Magnificent Seven, the interest rate environment, and select investment themes driving his portfolio...

Capital Group 1st Feb 2024

Analysis & Opinion

Remaining optimistic on emerging markets

FSSA Investment Managers outline the challenges for emerging markets, but remain optimistic for 2024.

FSSA Investment Managers 1st Feb 2024

Analysis & Opinion

The Week: Rediscovering UK equity income

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

Adviser-Hub 24th Jan 2024

Analysis & Opinion

Walter Scott celebrating 40 years

As Walter Scott marks its 40-year anniversary, Jane Henderson, Managing Director, reflects on how the firm has evolved whilst maintaining its ethos of patience, continuity, and a long-term mindset....

BNY Mellon Investment Management 24th Jan 2024

Analysis & Opinion

Market view: The value in unloved UK equities

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

Adviser-Hub 24th Jan 2024

Analysis & Opinion

Why future leaders can deliver now

Fidelity Global Future Leaders co-portfolio managers James Abela and Maroun Younes review the attractive investment opportunity among global small and mid-caps as we enter a new year.

Fidelity International 11th Jan 2024

Analysis & Opinion

Looking ahead to 2024

Walter Scott client investment manager George Dent shares his outlook on the key economies and considers some of the characteristics of businesses he thinks could differentiate themselves.

BNY Mellon Investment Management 11th Jan 2024

Analysis & Opinion

Fidelity’s Analyst Survey 2024: management move on from inflation worries

Fidelity’s annual Analyst Survey suggests that management teams have moved on from worrying about price pressures, with most analysts expecting cost inflation to ease over the next 12 months....

Fidelity International 10th Jan 2024

Analysis & Opinion

Back to the future: lessons from the past, insights for tomorrow

Whether it’s the rapid expansion of disruptive technologies or shifts in strategic relationships, change provides a wealth of investment opportunities, says Capital Group.

Capital Group 10th Jan 2024

Analysis & Opinion

Will UK SDR rules support customer confidence?

abrdn’s take on the UK's new sustainable investing measures.

Aberdeen Investments 15th Dec 2023

Analysis & Opinion

A mixed picture for global growth in 2024

Under the weight of elevated inflation and high interest rates, the world’s major economies are diverging, says Capital Group.

Capital Group 8th Dec 2023

Analysis & Opinion

There’s more to selecting equity index funds than low fees

Fidelity’s Jason Humphrey provides his expert insight into what should be on investors’ due diligence checklist when selecting equity index funds.

Fidelity International 8th Dec 2023

Analysis & Opinion

Resilience in higher rate headwinds

Walter Scott client investment manager George Dent discusses the macroeconomic environment from the perspective of a quality growth investor.

BNY Mellon Investment Management 29th Nov 2023

Analysis & Opinion

US outlook: structural tailwinds vs near-term uncertainty

The fundamental drivers for US outperformance remain intact, according to Fidelity American Special Situations Fund portfolio managers Rosanna Burcheri and Ashish Bhardwaj.

Fidelity International 29th Nov 2023

Analysis & Opinion

Navigating ‘anti-economics’

Fidelity’s team analyses how the macro environment is likely to evolve and why gravity will finally win out in the form of a US recession in 2024.

Fidelity International 6th Nov 2023

Analysis & Opinion

Fixed Income Explained: addressing uncertainty – the Optimistic Zone

Where are developed economies headed? Navigate bond markets with abrdn’s podcast.

Aberdeen Investments 10th Oct 2023

Analysis & Opinion

The Week: Bond market worries

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

Adviser-Hub 5th Oct 2023

Analysis & Opinion

Market view: UK equities – down but not out

While the UK macro picture remains challenging, Fidelity’s Alex Wright believes investment opportunities are still available for those who know where to look.

Fidelity International 21st Sep 2023

Analysis & Opinion

Leading the way

The combination of growth and resilience are attributes highly sought after by investors. In BNY Mellon Global Leaders Fund, Walter Scott has created exactly that.

BNY Mellon Investment Management 21st Sep 2023

Analysis & Opinion

Five investing mistakes to avoid

Investing is a business of assessing risk and seeking reward – mistakes are inevitable. Five veteran Capital Group portfolio managers share their investing mistakes and the subsequent lessons...

Capital Group 24th Aug 2023

Analysis & Opinion

Your guide to investing in an inflationary world

Fidelity looks at the key reasons inflation is an important driver of markets, how different asset classes fare in an inflationary environment, and how they think about managing inflation within ou...

Fidelity International 24th Aug 2023

Analysis & Opinion

Action in finance and policy

abrdn explores whether effective policy alignment and collaboration can help us achieve net zero by 2050.

Aberdeen Investments 24th Aug 2023

Analysis & Opinion

Market view: Why income continues to shine

The return of higher interest rates has created an environment in which income stocks shine, says Newton global income portfolio manager Jon Bell.

BNY Mellon Investment Management 18th Aug 2023

Analysis & Opinion

Four lessons from 50 years of bond investing

Four of Capital Group’s most tenured fixed income portfolio managers — two retired and two current —provide insights and lessons learned over their long careers.

Capital Group 18th Aug 2023

Analysis & Opinion

Key issues facing those giving retirement advice

Richard Parkin, Head of Retirement at BNY Mellon Investment Management, sets out the four main challenges he believes are facing those giving retirement advice in the UK.

BNY Mellon Investment Management 10th Aug 2023

Analysis & Opinion

The history of The Scottish American Investment Company

The US was once an emerging market. One Scot who spotted its vast potential created a new type of investment company. As SAINTS celebrates its 150th birthday, John Newlands reveals the roots of its...

Baillie Gifford 23rd Jun 2023

Analysis & Opinion

A return to the 70s?

Following the fastest, most aggressive rate hikes seen in a generation, Newton Real Return manager Andy Warwick believes we’re in for a decade of price instability, heightened geopolitical ri...

BNY Mellon Investment Management 1st Jun 2023

Analysis & Opinion

Why Latin America offers compelling opportunities

While investor attention is often drawn to other parts of the emerging markets complex, portfolio manager Chris Tennant outlines Fidelity is feeling optimistic over the outlook for Latin America.

Fidelity International 24th May 2023

Analysis & Opinion

Fixed income isn’t necessarily the best way to deliver bond-like outcomes

Traditionally, bonds are seen as “safe” and equities as “risky”, but Ninety One’s John Stopford argues this rather simplistic view ignores the quality and breads of se...

Ninety One 24th May 2023

Analysis & Opinion

Where next for value?

Against a recent backdrop of persistently high inflation and banking sector concerns, Fidelity’s investment team debate the outlook for value-oriented stocks and sectors, and whether value ca...

Fidelity International 28th Apr 2023

Analysis & Opinion

High yield: myths versus reality

US high yield corporate credit is difficult to ignore with yields at ~8.5%. Although investors should be cautious in this uncertain environment, key myths around this asset class could hold investo...

BNY Mellon Investment Management 19th Apr 2023

Analysis & Opinion

Why a dividend growth strategy is prudent in an elevated rate environment

Albie Pretorius, manager of Ninety One’s Quality Dividend Growth Strategy, believes that identifying companies that effectively allocate and reinvest cashflow is paramount for investors to de...

Ninety One 19th Apr 2023

Analysis & Opinion

Market view: Why fixed income could be more attractive now

Shamik Dhar, chief economist at BNY Mellon Investment Management, shares his views on why fixed income could be more attractive now than it’s been in decades.

BNY Mellon Investment Management 13th Apr 2023

Analysis & Opinion

Multi asset income investment in a higher yield world

Fidelity Multi Asset Income portfolio manager Eugene Philalithis examines why multi asset investing can provide a more consistent yield over the long term.

Fidelity International 13th Apr 2023

Analysis & Opinion

Sustainable dividends: the pursuit of quality and prudence

Aline Avzaradel, portfolio manager of the Capital Group Capital Income Builder strategy, explains her focus towards dividend sustainability and the need to avoid dividend cutters, which can undermi...

Capital Group 31st Mar 2023

Analysis & Opinion

The Consumer Duty: changing the conversation

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

Adviser-Hub 20th Mar 2023

Analysis & Opinion

Forget February, focus on March

Ninety One’s Russell Silberston argues that investors should look beyond central banks’ February meetings to those occurring in March, when things will get interesting.

Ninety One 9th Feb 2023

Analysis & Opinion

Watch the yen in 2023

Ninety One portfolio managers Iain Cunningham and Alex Holroyd-Jones discuss the likelihood of a developed market recession and an end to ultra-loose Japanese monetary policy in 2023.

Ninety One 26th Jan 2023

Analysis & Opinion

Inflation is slowing – the Fed may too

With markets seemingly pricing in different economic outcomes this year, Fidelity’s Global Head of Macro & Strategic Asset Allocation Salman Ahmed discusses what happens next.

Fidelity International 26th Jan 2023

Analysis & Opinion

Market view: Will Chinese equities hop ahead in the Year of the Rabbit?

As China prepares to welcome the Year of the Rabbit, Dale Nicholls, portfolio manager of Fidelity China Special Situations PLC, shares his latest views after a very tumultuous period for China'...

Fidelity International 19th Jan 2023

Analysis & Opinion

Value insights: ‘Brilliant leader’ stories can lead investors down the garden path

Be wary of ‘management stories’: investment cases predicated on a brilliant leader making a transformational difference. Exceptional leaders exist, but they are rare beasts, say Ninety...

Ninety One 19th Jan 2023

Analysis & Opinion

Cloudy outlook?

Inflation, what central banks do (or don’t do) and the ongoing war in Ukraine… BNY Mellon Investment Management senior strategist Lale Akoner explores the challenges that markets might...

BNY Mellon Investment Management 13th Jan 2023

Analysis & Opinion

Fundamentals: US oil majors finally get serious about clean energy

Fidelity’s Paul Gooden, analyst and co-portfolio manager, discusses why we are set to see an acceleration in the energy transition as US oil majors finally start to invest more in renewables....

Fidelity International 13th Jan 2023

Analysis & Opinion

Can unemployment stay this low?

Across the world, unemployment is nearing record lows. Yet labour disputes abound, and wage growth is under pressure. BNY Mellon’s unemployment infographic tells the story of the world’...

BNY Mellon Investment Management 5th Jan 2023

Analysis & Opinion

Market view: Which sectors in Europe can still grow through a recession?

Marcel Stötzel, co-portfolio manager of the Fidelity European Fund and Fidelity European Trust, outlines the stocks and sectors that he believes are well-placed to grow earnings despite elevat...

Fidelity International 5th Jan 2023

Analysis & Opinion

Value insights: popular delusions

Long-ago events can teach investors useful lessons about human behaviour, particularly people’s tendency to overreact to both good and bad news. Ninety One’s Value team tell us more.

Ninety One 5th Jan 2023

Analysis & Opinion

Position for growth in 2023

As the interest rate environment begins to normalise in 2023, Ninety One believes investors should seek exposure to those companies with access to growth opportunities.

Ninety One 5th Dec 2022

Analysis & Opinion

Market view: The outlook for Asian stock markets

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

Adviser-Hub 5th Dec 2022

Analysis & Opinion

Market view: Finding income in uncertain markets in 2023

Fidelity Multi Asset Income portfolio managers Eugene Philalithis, George Efsathopoulos and Beck Qin examine the outlook for the year ahead.

Fidelity International 18th Nov 2022

Analysis & Opinion

Autumn Statement 2022: facing into the storm

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

Adviser-Hub 18th Nov 2022

Analysis & Opinion

What a split Congress could mean for markets

A split Congress looks likely, with Republicans taking control of the House and Democrats retaining the Senate. Managers and economists from BNY Mellon Investment Management outline what the future ma...

BNY Mellon Investment Management 10th Nov 2022

Analysis & Opinion

Market view: Bonds are back in town

Against a volatile backdrop, Steve Ellis, Global CIO Fixed Income, Fidelity International, outlines why higher yields mean bonds look attractive going forward.

Fidelity International 10th Nov 2022

Analysis & Opinion

The golden century: demographics, growth and inflation

Demographics of the next 75 years will be very different from the preceding 75. Wen Wen Lindroth from Fidelity’s Global Macro Team assesses how future demographic shifts could impact global growth and...

Fidelity International 3rd Nov 2022

Analysis & Opinion

Market view: Boosting exposure to bonds

BNY Mellon head of mixed assets investment Paul Flood explains why the team is increasing exposure to bonds in multi-asset portfolios but taking a careful approach to duration.

BNY Mellon Investment Management 3rd Nov 2022

Analysis & Opinion

The appeal of banks and oil

BNY Mellon UK Income portfolio manager David Cumming explains why the strategy has a tilt towards banks and oil.

BNY Mellon Investment Management 18th Oct 2022

Analysis & Opinion

Market view: Responding to volatility in Asian markets

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

Adviser-Hub 7th Oct 2022

Analysis & Opinion

Market view: Recovering from a bond bear market

Although this bond bear market has been the worst he’s ever seen, Paul Brain, manager of the BNY Mellon’s Global Dynamic Bond strategy, says there are glimmers of hope on the horizon.

BNY Mellon Investment Management 7th Oct 2022

Analysis & Opinion

Can Truss’s cuts alleviate the cost-of-living crisis?

Portfolio managers and economists from across BNY Mellon Investment Management group give their take on the economic implications of a Liz Truss leadership.

BNY Mellon Investment Management 8th Sep 2022

Analysis & Opinion

Why UN SDGs matter to investors

Jamie Harvey, portfolio manager of the Fidelity Sustainable Global Equity Fund, outlines how and why the UN’s Sustainable Development Goals (SDGs) provide a powerful framework from both a return and a...

Fidelity International 8th Sep 2022

Analysis & Opinion

EM Debt Q&A: exploring a more constructive outlook

Following big drawdowns in EM Debt this year, investor are rightly assessing the asset class. Ninety One’s Grant Webster addresses some of the key questions posed by EM Debt investors on his recent ro...

Ninety One 1st Sep 2022

Analysis & Opinion

Why emerging markets are key for global impact investors

Insight Investment’s Portfolio Manager Simon Cooke discusses the impact of emerging market sustainable bonds in comparison to those in developed markets.

BNY Mellon Investment Management 1st Sep 2022

Analysis & Opinion

Seven hallmarks of leading companies

Walter Scott’s research team outlines seven important ‘personality traits’ that may help companies be resilient in a tough market climate.

BNY Mellon Investment Management 25th Aug 2022

Analysis & Opinion

Worse than the Global Financial Crisis?

Fidelity Sustainable MoneyBuilder Income portfolio managers Sajiv Vaid and Kris Atkinson outline why a defensive and high-quality approach will be key to navigating the difficult period ahead.

Fidelity International 11th Aug 2022

Analysis & Opinion

Market View: CIO Q3 outlook

Against a backdrop of heightened volatility triggered by high inflation and hawkish banks, senior members of Fidelity’s investment team take stock of a challenging period for investors across asset cl...

Fidelity International 8th Jul 2022

Analysis & Opinion

Breaks in the supply chain

Supply chain robustness and the quality of a company are intertwined. BNY Mellon Long-term Global Equity investment manager Murdo MacLean explains why.

BNY Mellon Investment Management 8th Jul 2022

Analysis & Opinion

Reasons to be optimistic about climate change

Is a greener world achievable? In this webinar, Baillie Gifford Client Service Director Stephen Corr interviews Investment Analyst Calum Holt on why he believes we are at a turning point in the energy...

Baillie Gifford 23rd Jun 2022

Analysis & Opinion

Market View: Why are the fundamentals behind short-term movements so crucial?

Philip Saunders, Ninety One’s co-Head of Multi-Asset Growth, discusses the set of circumstances causing such concern in conversation with Lindsay Williams.

Ninety One 23rd Jun 2022

Analysis & Opinion

Finding places to hide

Inflation is at a pivotal point, says BNY Mellon Real Return manager Suzanne Hutchins. Here she discusses what this means for investment opportunities and risks.

BNY Mellon Investment Management 20th Jun 2022

Analysis & Opinion

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

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

Adviser-Hub 16th Jun 2022

Analysis & Opinion

Small but powerful: why disruption isn’t just for tech giants

As the Baillie Gifford International Smaller Companies Fund marks its third anniversary, its managers explain how the Fund’s ‘radar research framework’ picks up the signals of small caps that can deli...

Baillie Gifford 6th May 2022

Analysis & Opinion

Market View: The outlook for value investing

Value stocks and sectors have rallied sharply over recent times, driven by shifting expectations for inflation and monetary policy. Fidelity’s value-focused portfolio managers discuss what lies ahead...

Fidelity International 6th May 2022

Analysis & Opinion

Is central bank tightening priced in

Is the full extent of Fed policy tightening now “in the price”. Ninety One’s Portfolio Manager Iain Cunningham doesn’t think so…

Ninety One 29th Apr 2022

Analysis & Opinion

10 trends to watch in global equities

Fidelity Global Special Situations portfolio manager Jeremy Podger identifies 10 trends that are set to influence returns over the next decade and discusses what this means for stock selection and por...

Fidelity International 22nd Apr 2022

Analysis & Opinion

The case for clean energy in EM

As developing countries continue their path to decarbonisation there is a growing need for companies in these regions to provide renewable solutions, says BNY Mellon Sustainable Global Emerging Market...

BNY Mellon Investment Management 22nd Apr 2022

Analysis & Opinion

Collecting thoughts

As he prepares to stand down as joint manager of Scottish Mortgage Investment Trust, James Anderson reflects on the great minds that influenced his thinking.

Baillie Gifford 22nd Apr 2022

Analysis & Opinion

Equities and inflation: a good match?

Walter Scott client investment manager George Dent looks back to previous periods of higher inflation, and how it suits strategies like Long-Term Global Equity.

Various 14th Apr 2022

Analysis & Opinion

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

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

Adviser-Hub 13th Apr 2022

Analysis & Opinion

Ukraine war raises social and ethical dilemmas

Russia’s war in Ukraine has raised complex sustainability and ethical issues for companies and investors. Jenn-Hui Tan, Fidelity’s Global Head of Stewardship and Sustainable Investing, examines some o...

Fidelity International 7th Apr 2022

Analysis & Opinion

Market View: ‘Hope and hype’ replacing fundamentals?

Walter Scott client investment manager George Dent argues that while the growth sell-off might appear indiscriminate, it pays to look beyond the noise for quality companies.

BNY Mellon Investment Management 7th Apr 2022

Analysis & Opinion

The Week: Government spending soars to $65 trillion

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

Adviser-Hub 6th Apr 2022

Analysis & Opinion

Spring Statement 2022: crisis in the cost of living

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

Adviser-Hub 4th Apr 2022

Analysis & Opinion

A better way to generate beta?

BNY Mellon explains how investors can reliably extract beta from less liquid fixed income markets where traditional active and passive strategies have struggled to match the index.

BNY Mellon Investment Management 1st Apr 2022

Analysis & Opinion

Market View: What Russia-Ukraine means for energy and commodity markets

Recent oil and gas pricing may have seemed chaotic. But as Ninety One’s Tom Nelson explains, there is a logic to energy market moves, as well as useful precedents for investors to learn from.

Ninety One 1st Apr 2022

Analysis & Opinion

Fed delivers first rate increase since 2018

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

Adviser-Hub 17th Mar 2022

Analysis & Opinion

UK rates return to pre-pandemic levels

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

Adviser-Hub 17th Mar 2022

Analysis & Opinion

International growth: a conversation with Baillie Gifford’s Portfolio Management team

Nick Thomas hosts a discussion of the investment landscape with his Portfolio Construction Group colleagues, Tom Coutts and Julia Angeles.

Baillie Gifford 10th Mar 2022

Analysis & Opinion

CIO outlook: searching for safe havens amid a stagflation shock

Fidelity’s Global CIO Andrew McCaffery and other senior members of the investment team discuss the options for investors looking to build resilience into their portfolios.

Fidelity International 10th Mar 2022

Analysis & Opinion

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

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

Adviser-Hub 11th Feb 2022

Analysis & Opinion

The history of Edinburgh Worldwide Investment Trust

The US trips of trust founder and Victorian City giant Robert Fleming set the pattern of pioneering research that characterises today’s EWIT, as John Newlands explains

Baillie Gifford 3rd Feb 2022

Analysis & Opinion

Infinity machines

Ninety One Portfolio Manager Archie Hart discusses Infinity Machines (compounders) and their attractiveness within a portfolio

Ninety One 3rd Feb 2022

Analysis & Opinion

Market View: Navigating the ESG “bubble”

Jamie Harvey, portfolio manager of the Fidelity Sustainable Global Equity Fund, highlights the growing opportunities in under-appreciated ESG stocks that offer significantly higher quality and growth...

Fidelity International 27th Jan 2022

Analysis & Opinion

Tiger, tiger!

With uncertainty hanging over markets, investors need to tread carefully in the Year of the Tiger. But as Ninety One’s investment professionals explain, there are abundant opportunities too.

Ninety One 27th Jan 2022

Analysis & Opinion

What do weak retail sales say about the UK economy?

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

Adviser-Hub 25th Jan 2022

Analysis & Opinion

Market View: A turning of the tide in UK equities?

Simon Brazier explores the recent environment for UK equities and explains why market leadership may be about to change, benefiting the types of companies in which the Ninety One UK Alpha strategy see...

Ninety One 21st Jan 2022

Analysis & Opinion

The Week: An optimistic start to 2022

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

Adviser-Hub 6th Jan 2022

Analysis & Opinion

Market View: 2022: investing in an inflationary world

Can investors protect their portfolios from rising prices? Managers from Newton Investment Management pick out the potential implications and opportunities across the investment landscape resulting fr...

BNY Mellon Investment Management 16th Dec 2021

Analysis & Opinion

The ‘S’ of ESG: intangible value

Baillie Gifford’s ESG experts Marianne Harper Gow, Ed Whitten, and Abhi Parjuli talk about the Social aspect of ESG in the context of investing.

Baillie Gifford 16th Dec 2021

Analysis & Opinion

Market View: Positive signs for euro credit in 2022

Ongoing asset purchases and rising impact bond issuance may underpin the euro credit market in 2022, according to Insight’s Responsible Horizons Euro Corporate Bond team.

BNY Mellon Investment Management 10th Dec 2021

Analysis & Opinion

Quality investing during inflationary times

There are three core characteristics that insulate quality businesses from the damage inflation can bring: pricing power, lower capital intensity, and healthy balance sheets, says Ninety One’s Co-Head...

Ninety One 3rd Dec 2021

Analysis & Opinion

How should credit investors approach 2022?

Prepare for a shift in conditions and increasing dispersion in the performance of companies, says Ninety One.

Ninety One 25th Nov 2021

Analysis & Opinion

Three reasons why markets may slide

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

Adviser-Hub 15th Nov 2021

Analysis & Opinion

Three reasons why stock markets can power onwards

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

Adviser-Hub 11th Nov 2021

Analysis & Opinion

The great inflation debate

Against a backdrop of broad-based inflationary pressures, Fidelity International’s Global Macro Team assess whether the current price surge will prove transitory or persistent and how will this shape...

Fidelity International 4th Nov 2021

Analysis & Opinion

Market View: Turbulence ahead for fixed income

Bond markets may face a period of short-term uncertainty but could prove critical to the implementation of wider ESG initiatives across the globe, says Newton Investment.

BNY Mellon Investment Management 4th Nov 2021

Analysis & Opinion

Why green gilts matter to UK bond investors

As markets prepare for COP26, Joshua Kendall, Insight Investment head of responsible investment research and stewardship, weighs the significance of the UK government’s first-ever green gilt issuance.

BNY Mellon Investment Management 29th Oct 2021

Analysis & Opinion

The Asia call: India and ASEAN

As media headlines focus on China’s evolving regulatory environment, Fidelity’s investment team takes a step back and focuses on the opportunity set across the broader region.

Fidelity International 29th Oct 2021

Analysis & Opinion

Five reasons why healthcare may be the sector of the decade

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

Adviser-Hub 25th Oct 2021

Analysis & Opinion

Market View: Opportunities abound in cheap UK market

Alex Wright, portfolio manager of Fidelity Special Situations & Fidelity Special Values PLC, outlines why he remains excited by the opportunities on offer in the UK, despite recent market volatility.

Fidelity International 21st Oct 2021

Analysis & Opinion

Commodities: all over or just beginning?

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

Adviser-Hub 18th Oct 2021

Partner Zone

Is inflation here to stay?

Companies face a mix of transitory and structural inflationary pressures, according to Fidelity International’s latest analyst survey, which highlights the few sectors where inflation could be set to...

Fidelity International 14th Oct 2021

Partner Zone

Navigating the changing investment environment

As we enter the closing stretch of 2021, various risks to the global growth picture have emerged. Ninety One’s John Stopford, Head of Multi-Asset Income, discusses how investors could approach this ch...

Ninety One 14th Oct 2021

Analysis & Opinion

Cultural outliers: keeping hold of revolutionary companies

Companies seeking to upend entire industries can be exceptional investments, but need patience and support, as Nick Wood of Baillie Gifford’s US Equities Team explains.

Baillie Gifford 8th Oct 2021

Analysis & Opinion

Will the Bank of England be raising interest rates soon?

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

Adviser-Hub 1st Oct 2021

Analysis & Opinion

Time to look beyond Evergrande and China’s ‘too big to fail’ era

As Evergrande has sunk deeper into debt, investors have been rattled by fears of potential contagion. Fidelity’s locally-based investment team considers the implications for fixed income investors in...

Fidelity International 30th Sep 2021

Analysis & Opinion

Learning the lessons of history: why income matters

Einstein is reputed to have described compounding as the eighth wonder of the world. He may have been onto something, say Newton’s Global Income team.

BNY Mellon Investment Management 23rd Sep 2021

Analysis & Opinion

Fidelity analysts temper expectations for margin growth

Fidelity’s latest Analyst Survey suggests that the outlook for margins is moderating, although earnings estimates for next year remain healthy.

Fidelity International 23rd Sep 2021

Analysis & Opinion

The two key risks for bond investors

Fidelity International portfolio managers Sajiv Vaid and Kris Atkinson discuss why fixed income investors should be cautious.

Fidelity International 16th Sep 2021

Analysis & Opinion

Investing in firms shaping the world of tomorrow

From futuristic wireless technology to healthcare innovation and new forms of food production, Investment Analyst Michael Pye of Baillie Gifford’s US Equity Team considers the advances that may define...

Baillie Gifford 10th Sep 2021

Analysis & Opinion

China

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

Adviser-Hub 1st Sep 2021

Analysis & Opinion

Five things to watch out for in the rest of 2021

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

Adviser-Hub 20th Aug 2021

Analysis & Opinion

Embracing the extraordinary

Building long-term value is not about following the pack, but about spotting the companies set to benefit from social change, according to Scottish Mortgage's managers.

Baillie Gifford 29th Jul 2021

Analysis & Opinion

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

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

Adviser-Hub 28th Jul 2021

Analysis & Opinion

Why quality is crucial in the debate around growth and value

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

Adviser-Hub 8th Jul 2021

Analysis & Opinion

The journey to a carbon-neutral economy

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

Adviser-Hub 8th Jul 2021

Analysis & Opinion

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

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

Adviser-Hub 8th Jul 2021

Analysis & Opinion

Predictable income: is it possible?

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

Adviser-Hub 21st May 2021

Analysis & Opinion

Casting a wider net

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

Adviser-Hub 13th May 2021

Analysis & Opinion

Can income’s big hitters revive?

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

Adviser-Hub 6th May 2021

Analysis & Opinion

How Covid has transformed investing

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

Adviser-Hub 21st Apr 2021

Analysis & Opinion

Picking the right sustainable fund: three questions to ask

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

Adviser-Hub 30th Mar 2021

Analysis & Opinion

Is your ESG manager any good?

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

Adviser-Hub 24th Mar 2021

Analysis & Opinion

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

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

Adviser-Hub 16th Mar 2021

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

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

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 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

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

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

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

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

Partner Zone

Bright sparks in autos and tech shine through clouds of US/China trade tensions

A choppy earnings season and ongoing concerns over political risk have cast a pall over the tech sector in recent months.

BNY Mellon Investment Management 13th Nov 2019

Partner Zone

Three US infrastructure stories for the future

Global infrastructure manager Jim Lydotes outlines three US holdings that are more than they seem based on their sector classification.

BNY Mellon Investment Management 6th Nov 2019

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