articles from Adviser Hub

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Articles tagged: 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

Is it downhill from here?

We’ve reached the end of what has been an incredibly quick business cycle: are there only negative surprises to come, asks Sanlam.

Sanlam 12th 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

Market Updates

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

Market Updates

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

Market Updates

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

Market Updates

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

Market Updates

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

Market Updates

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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