articles from Adviser Hub

Adviser Hub articles

Articles tagged: ANALYSIS & OPINION

Systematic global equities: Tackling challenging macro environments

With volatility likely to continue, Matus Mrazik explains how a systematic approach can help to weather tough macro and style environments.

Jupiter Asset Management 26th May 2022

Partner Zone

Japan’s growth cyclicals: opportunity or trap?

Dan Carter and Mitesh Patel discuss opportunities and risks in the Japanese market, concluding that ‘chance favours only the prepared mind’.

Jupiter Asset Management 26th May 2022

Partner Zone

Carbone Sans Frontières: action on carbon leakage

Abbie Llewellyn-Waters and Freddie Woolfe discuss the importance of internalising decarbonisation into stock analysis.

Jupiter Asset Management 26th May 2022

Partner Zone

Notes from the Investment Floor: The outlook looks bright for India

Avinash Vazirani explains why India has held up better than many other equity markets year to date, and why the long-term outlook for India still looks positive.

Jupiter Asset Management 26th May 2022

Partner Zone

Jupiter Merlin webcast: Are the wheels coming off the global economy?

The Jupiter Merlin team discuss Portfolio positioning and how they view the investment landscape, as inflation runs rampant and recession looms.

Jupiter Asset Management 26th May 2022

Analysis & Opinion

Three reasons why odds of US recession are high

A hoped-for soft economic landing seems unlikely as the Federal Reserve seeks to restore price stability, says Schroders.

Schroders 6th May 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

The future of crypto and digital assets

Meltem Demirors, Chief Strategy Officer of CoinShares, discusses the state of the crypto currency market and what the future holds for investing in digital assets.

Schroders 29th Apr 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

Market Views: Gold tantalisingly poised for an all-time high

Jupiter’s Ned Naylor-Leyland, Head of Gold and Silver, says gold prices may hit fresh highs soon as soaring inflation and muted central bank containment measures spur wider demand.

Jupiter Asset Management 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

How sustainable investing can deliver both profits and a positive impact

Sustainable investing has now gone “mainstream”, according to the World Economic Forum. Ben Constable-Maxwell, Head of Impact Investing, M&G explores when and why it became so popular.

M&G Investments 14th Apr 2022

Analysis & Opinion

How feasible is Europe’s plan to reduce reliance on Russian gas?

Europe’s “REPowerEU” plan is extraordinarily ambitious. Schroders highlights the plan’s five main targets and the challenges ahead.

Schroders 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: Market complacency

Equity markets have staged a comeback since early March. Fabiana Fedeli, M&G’s Chief Investment Officer, Equities and Multi Asset, believes investors are too complacent about the risks and should exer...

M&G Investments 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

Tighten your belts

The Jupiter Merlin teams looks at moves in inflation and in bond markets, as the impact of rising prices and the uncertain geopolitical situation continue to be felt.

Jupiter Asset Management 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

Market View: Russia: the facts have changed

Jupiter’s Ross Teverson reflects on the tragic events in Ukraine and the implications of sanctions and counter-sanctions for emerging market investors.

Jupiter Asset Management 10th 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

Advisers’ Responsible Investment FAQ answered

At Square Mile’s latest Responsible Pathway event,industry experts answered some of the key questions we are hearing from advisers and their clients surrounding sustainability

Square Mile Research 3rd Mar 2022

Analysis & Opinion

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

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

Adviser-Hub 3rd Mar 2022

Analysis & Opinion

Avoiding the squeeze?

With inflationary pressures increasing input costs and goods prices, how are corporates and consumers responding? M&G Investment Specialist Kirsty Clark reviews recent market performance and the prosp...

M&G Investments 18th Feb 2022

Analysis & Opinion

Why you should avoid exchange-traded products when investing in gold

Given a positive backdrop for gold, how can you look to gain exposure? Jupiter’s Ned Naylor-Leyland explains the merits of investing through bullion funds rather than ETPs.

Jupiter Asset Management 18th Feb 2022

Analysis & Opinion

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

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

Adviser-Hub 11th Feb 2022

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

Inflation, government debt, Russia & Ukraine

How concerned should investors be about the current conflict between Russia and Ukraine? Do we need to worry about government debt? Have central bankers contributed to inflation? What does this mean f...

Square Mile Research 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

Market View: Hunting for “10 baggers” – how the UK beat the US

It may come as a surprise that the UK has a greater share of stocks which have delivered tenfold returns or more in the past decade. Schroders Research Analyst James Goodman explains.

Schroders 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

Square Mile: understanding the UN SDGs

At the heart of the 2030 agenda for sustainable development are the 17 UN Sustainable Development Goals (SDGs). Hear from industry experts on what they mean, and how they relate to fund management

Square Mile Research 21st Jan 2022

Analysis & Opinion

16 years of returns: history's lesson for investors

This graphic from Schroders shows the best and worst performing assets each year since 2006, and illustrates the powerful benefits of diversifying your investments

Schroders 21st Jan 2022

Analysis & Opinion

Market View: A more hawkish, more volatile and more tactical 2022?

Michael Dyer, Investment Director, examines what’s driving current volatility and explains why, although M&G sees greater volatility going into 2022, they remain broadly positive but poised to react t...

M&G Investments 7th Jan 2022

Analysis & Opinion

Where are the opportunities in private equity?

Even amidst the turmoil of the global pandemic, private equity attracted capital inflows. Schroders examines why, when so many challenges face investors, private equity has remained so robust.

Schroders 7th 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

Demographics: Japan’s ‘mother theme’

Japan’s society continues to age, but what are the implications? Jupiter’s Dan Carter and Mitesh Patel address the ‘mother theme’ of Japanese investing: demographics.

Jupiter Asset 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

Coping with Covid

Gregory Venizelos, Macro and Credit Strategist, AXA IM, shares his views on how Covid-19 could shape the global economy in 2022.

AXA Investment Managers 10th 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

Geopolitics matter!

The Jupiter Merlin team discuss the delicate geopolitical backdrop as the machinations of President Putin present a troubling dilemma for the West.

Jupiter Asset 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

Market View: Omicron: what it means for markets

Schroders’ experts set out six scenarios emerging from the new Covid-19 variant and assess the decisions investors now face.

Schroders 3rd Dec 2021

Analysis & Opinion

A spotlight on fixed income

In this episode of Talking Research, Square Mile's Paul Angell is joined by M&G Investments Fund Manager Ben Lord, Janus Henderson’s Co-Head of Strategic Fixed Income John Pattullo, and Executive Vice...

Square Mile Research 3rd Dec 2021

Analysis & Opinion

Why diversification and compounding are the keys to successful investing

Robert Donald, Chief Investment Officer, Helix, explains the benefits of diversification and compounding, and how a multi-strategy approach can help achieve both.

Schroders 25th Nov 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

Net zero initiatives will touch every sector

As COP26 speeches end and the hard negotiating begins, the Jupiter Merlin team looks at the as-yet unknown and unquantifiable consequences of these revolutionary times.

Jupiter Asset Management 12th 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

Has the Chinese growth story turned sour?

Tougher regulation, a real estate collapse and energy shortages – has the Chinese growth story turned sour, and what action might investors consider in response? The Jupiter Merlin team give their vie...

Jupiter Asset Management 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

Net zero and multi-asset: what the transition means for portfolios

With the transition to net zero front of people's minds ahead of next week's COP26 meeting, Schroders analyses its overall portfolio implications.

Schroders 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: Which stock markets look cheap?

Schroders’ Duncan Lamont, CFA, Head of Research and Analytics, takes a whistle stop tour around the world's major equity markets to see which - if any - offer the best value

Schroders 21st Oct 2021

Analysis & Opinion

Inflation: what to make of the current dynamics

The recent bout of volatility has affected both equities and fixed income markets. M&G’s Maria Municchi explains the Multi Asset Investment Team’s view on the current interest rate regime and the infl...

M&G Investments 21st 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

Analysis & Opinion

Market View: Four trends in eurozone equities that may surprise you

The eurozone’s increasingly diversified sector mix warrants investor reappraisal, says Schroders’ Sean Markowicz, CFA – Strategist, Research and Analytics.

Schroders 14th 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

Keeping one’s balance in an unstable world

In a world seemingly beset by crisis, investors have much to contemplate! Yet the Jupiter Merlin Team always strive to keep their heads, and there are reasons to be positive amidst it all.

Jupiter Asset Management 8th 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

Market View: A grim economic outlook?

Jupiter’s Vikram Aggarwal, Fund Manager, Fixed Income, analyses, what the Evergrande crisis and a deteriorating economic outlook mean for the overall market environment.

Jupiter Asset Management 30th Sep 2021

Analysis & Opinion

Market View: Key themes for global bond investors

Fund manager Jim Leaviss, CIO of M&G Public Fixed Income, assesses the state of play in global bond markets and discusses some of the key themes that are likely to drive sentiment.

M&G Investments 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

Market View: Sleepy August or just a prelude to more volatility?

With investors focusing once again on potential central bank action, M&G Multi Asset Investment Directors Susanne Grabinger and Michael Dyer why today’s situation is very different from 2013.

M&G Investments 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

Market View: Gold & silver update

If just one of the market’s key assumptions is wrong, then monetary metals should be due for a rally, says Jupiter’s Ned Naylor-Leyland.

Jupiter Asset Management 17th 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

50 years of real estate – 5 lessons learned

A lot has changed in half a century of real estate investing but Sophie Van Oosterom, Schroders Global Head of Real Estate, finds one thing has remained constant: flexibility is absolutely crucial.

Schroders 10th 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

Adapting to inflation

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

Adviser-Hub 22nd Jul 2021

Analysis & Opinion

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

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

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

Adviser-Hub 13th May 2021

Market Updates

A multi-asset approach to ESG integration

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

Adviser-Hub 13th May 2021

Analysis & Opinion

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

Seven lessons from 73 years of multi-asset investing

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

Adviser-Hub 21st Apr 2021

Analysis & Opinion

How Covid has transformed investing

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

Adviser-Hub 21st Apr 2021

Analysis & Opinion

Which equity sectors can combat higher inflation?

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

Adviser-Hub 30th Mar 2021

Analysis & Opinion

Five important questions about impact bonds

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

Adviser-Hub 30th Mar 2021

Analysis & Opinion

Picking the right sustainable fund: three questions to ask

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

Adviser-Hub 30th Mar 2021

Analysis & Opinion

Is your ESG manager any good?

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

Adviser-Hub 24th Mar 2021

Market Updates

Analysis & Opinion: Should we fear an inflation shock?

M&G's multi asset team highlights inconsistencies between the reasons put forward for the rise in yields and the actual facts.

M&G Investments 18th 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

Analysis & Opinion

Is pent-up demand a coiled spring … or a slinky?

The durable goods boom of the past year is unlikely to be repeated, removing a key input to drive post-pandemic inflation

Jupiter Asset Management 12th Mar 2021

Analysis & Opinion

The big squeeze

Investment Specialist Kirsty Clark highlights the leaders and laggards during February’s market rotation

M&G Investments 12th Mar 2021

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

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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Schroders 70

Square Mile Research 136

Various 10

Tags

UPCOMING EVENTS