Adviser Hub articles

Articles tagged: CHINA
Article-China-01-2019 Market Briefings

Emerging markets review: Investors welcome a Biden presidency

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

Adviser-Hub 15th Dec 2020

Article-China-01-2019 Market Briefings

The Week: China’s century

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

Adviser-Hub 18th Nov 2020

Article-China-01-2019 Market Briefings

Emerging markets review: China’s recovery gains traction

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

Adviser-Hub 11th Nov 2020

Partner Zone

Sentiment improves again

Our regular survey of Fidelity’s analysts across the globe provides a unique bottom-up insight into corporate sentiment and the health of the global economy. This month's findings reveal that sentimen...

Fidelity International 3rd Nov 2020

Article-Japan-01-2019 Market Briefings

Asia Japan market review: Australia tips into recession

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

Adviser-Hub 14th Oct 2020

Article-Direction-03-2019 Market Briefings

Global update: Rising infection levels knock sentiment

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

Adviser-Hub 14th Oct 2020

Article-Europe-01-2019 Market Briefings

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

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

Adviser-Hub 14th Oct 2020

Article-China-01-2019 Market Briefings

Emerging markets review: China’s recovery gains traction

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

Adviser-Hub 14th Oct 2020

The future of Asia VIDEO

Fidelity International | Inside Asia: The future of Asia

Fidelity China Special Situations PLC manager Dale Nicholls debates the role of China in the new global economic order. Guest speakers Dr Keyu Jin from the LSE and Fan Bao, Chairman and CEO of investm...

Fidelity International 12th Oct 2020

Can China climb the value chain VIDEO

Fidelity International | Inside Asia: Can China succeed in climbing the value chain?

Fidelity’s Head of Equities, Ned Salter, technology analyst Tina Tian and healthcare analyst Yuanlin Lang discuss China’s drive to tech self-sufficiency and the opportunities that this is creating acr...

Fidelity International 6th Oct 2020

Article-China-01-2019 Market Briefings

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

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

Adviser-Hub 23rd Sep 2020

Article-India-01-2019 Market Briefings

Emerging markets review: India’s economy contracts sharply

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

Adviser-Hub 17th Sep 2020

Article-Buildings-FED-01-2019 Market Briefings

US market review: Fed updates its inflation policy

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

Adviser-Hub 16th Sep 2020

Article-Grow-02-2019 Market Briefings

The Week: Is there hope for friendless emerging markets?

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

Adviser-Hub 10th Sep 2020

Partner Zone

What's driving the US-China tit-for-tat over TikTok?

The US decision to ban TikTok, an app owned by Chinese firm ByteDance, unless it is sold to an American firm is the latest development in US-China tensions. While ByteDance can thrive with or without...

Fidelity International 1st Sep 2020

Article-China-01-2019 Market Briefings

Emerging markets review: China sidesteps recession

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

Adviser-Hub 11th Aug 2020

Article-Grow-02-2019 Market Briefings

Emerging markets review: Bleak outlook for Brazil

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

Adviser-Hub 5th Aug 2020

Article-Japan-01-2019 Market Briefings

Asia Japan market review: Recovery remains far off

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

Adviser-Hub 5th Aug 2020

Ian and Will VIDEO

Invesco | Webinar replay: Asian equities update (June 2020)

William Lam and Ian Hargreaves, Co-Heads of Asian and Emerging Market Equities, discuss how markets have been impacted, with a particular focus on China, and the outlook for the region as we look beyo...

Invesco 6th Jul 2020

Article-Animals-Bear-01-2019 Market Briefings

US market review: US/China relationship sours again

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

Adviser-Hub 10th Jun 2020

Article-Buildings-FED-01-2019 Market Briefings

Global bond market review: Corporate defaults on the rise

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

Adviser-Hub 10th Jun 2020

Article-Japan-01-2019 Market Briefings

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

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

Adviser-Hub 10th Jun 2020

Article-China-01-2019 Market Briefings

Emerging markets review: Clouded outlook for China’s growth

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

Adviser-Hub 10th Jun 2020

The investors guide to China - img VIDEO

Fidelity International | The Investor's Guide to China - technology and innovation

It wasn’t long ago that China was regarded as an imitator rather than an innovator. Fidelity Head of Asset Management, Asia Pacific, Paras Anand shares his insight into why this now isn’t the case.

Fidelity International 3rd Jun 2020

Article-Chart-05-2019 Market Briefings

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

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

Adviser-Hub 3rd Jun 2020

Article-Chart-01-2019 Market Briefings

Global bond market review: A bleak outlook

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

Adviser-Hub 19th May 2020

Article-China-01-2019 Market Briefings

Emerging markets review: All eyes on China

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

Adviser-Hub 19th May 2020

Article-China-01 Market Briefings

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

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

Adviser-Hub 14th May 2020

FilAsia12May20 VIDEO

Fidelity International | Market Perspectives: Asia and Emerging Asia

Fidelity Asia Fund manager Teera Chanpongsang talks us through how Asian businesses have adapted to the pandemic, the potential for increased US-China trade tensions and his latest portfolio positioni...

Fidelity International 12th May 2020

fil_chinaconsumer6may20-1 VIDEO

Fidelity International | Fidelity Market Perspectives: China Consumer

Fidelity portfolio manager Hyomi Jie discusses the outlook and opportunities for the Fidelity China Consumer Fund.

Fidelity International 6th May 2020

Fidelity_GlobalSpecial VIDEO

Fidelity International | Global Special Situations

Jeremy Podger, portfolio manager of the Fidelity Global Special Situations Fund, provides a longer-term outlook for global equities and shares why he thinks China provides some indicators as to what w...

Fidelity International 23rd Apr 2020

Article-China-01-2019 Market Briefings

Emerging markets review: China bucks the trend

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

Adviser-Hub 20th Apr 2020

Article-Chart-05-2019 Market Briefings

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

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

Adviser-Hub 12th Mar 2020

FIL_COVID199MAR20 VIDEO

Fidelity International | Covid-19: The impact on Chinese consumption activity and trends

Fidelity China Consumer portfolio managers Hyomi Jie and Raymond Ma discuss the impact of Coronavirus on consumption trends in the region. They outline the near-term opportunities and potential threat...

Fidelity International 9th Mar 2020

Article-Buildings-FED-01-2019 Market Briefings

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

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

Adviser-Hub 5th Mar 2020

Article-Chart-01-2019 Market Briefings

Global bond market review: Bond yields hit record lows

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

Adviser-Hub 5th Mar 2020

Article-Grow-01-2019 Market Briefings

Emerging markets review: China moves to support its financial system

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

Adviser-Hub 5th Mar 2020

Article-Chart-01-2019 Market Briefings

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

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

Adviser-Hub 26th Feb 2020

Article-China-01-2019 Market Briefings

Emerging markets review: Coronavirus hits markets

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

Adviser-Hub 13th Feb 2020

Article-Buildings-ItalyBank-01-2019 Market Briefings

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

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

Adviser-Hub 12th Feb 2020

Article-Chart-04-2019 Market Briefings

UK bond market review: Flight to safety

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

Adviser-Hub 12th Feb 2020

Article-America-02-2019-1 Market Briefings

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

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

Adviser-Hub 12th Feb 2020

Article-balance-01-2019 Market Briefings

Global update: Coronavirus hits investor sentiment

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

Adviser-Hub 4th Feb 2020

Article-China-01-2019 Market Briefings

The Week: Is China’s growth assured?

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

Adviser-Hub 23rd Jan 2020

Article-China-01-2019 Market Briefings

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

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

Adviser-Hub 15th Jan 2020

Article-Chart-03-1 Market Briefings

Global update: Double-digit gains in 2019

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

Adviser-Hub 9th Jan 2020

Partner Zone

The Digital Archipelago

Two of Southeast Asia’s biggest nations are following china into rapid tech-led growth says Ewan Markson-Brown, co-manager of Baillie Gifford’s Pacific Fund.

Baillie Gifford 8th Jan 2020

Article-America-02-2019-1 Market Briefings

US market review: No resolution to the trade conflict

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

Adviser-Hub 20th Dec 2019

Article-Chart-01-2019 Market Briefings

Europe market review: Germany avoids recession

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

Adviser-Hub 20th Dec 2019

Article-Chart-01-2019 Market Briefings

Global update: Brexit takes a back seat

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

Adviser-Hub 10th Dec 2019

Article-America-02-2019-1 Partner Zone

Is this the answer to the US/China trade war?

In context of the US/China trade war, agriculture could well be the area that prompts both countries to come to an agreement, according to Robin Wehbé, portfolio manager at Mellon, part of BNY Mellon...

BNY Mellon Investment Management 28th Nov 2019

Article-Animals-Bear-01-2019 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

Article-China-01-2019 Market Briefings

Emerging markets review: China’s slowdown continues

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

Adviser-Hub 7th Nov 2019

Partner Zone

Chinese tech – fast-moving and ever changing

While disruption by the technology sector has of course been a global phenomenon, Fidelity China Special Situations PLC portfolio manager Dale Nicholls highlights how China stands apart due to the she...

Fidelity International 5th Nov 2019

Fidelity21Oct VIDEO

Fidelity International | Grocery retail: the next frontier for China e-commerce

Hyomi Jie, portfolio manager of the Fidelity China Consumer Fund, compares China’s traditional wet markets to ultra-modern supermarket grocery deliveries and examines the perceptions of customers usin...

Fidelity International 21st Oct 2019

Fidelity16Oct19-1 VIDEO

Fidelity International | From Made in China to Designed in China

Fidelity China Consumer Fund portfolio manager Hyomi Jie investigates how the trend towards premiumisation is creating new opportunities among local companies in China.

Fidelity International 16th Oct 2019

Article-China-01 Market Briefings

Emerging markets review: Trade conflict hits China’s exports

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

Adviser-Hub 15th Oct 2019

Article-Technology-03-2019 Market Briefings

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

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

Adviser-Hub 9th Oct 2019

Article-Bear-01 Market Briefings

The Week: Is stockpicking enough in a populist era?

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

Adviser-Hub 25th Sep 2019

FIidelityIChinaSep19 VIDEO

Fidelity International | Sustainable investing in China

Dale Nicholls, portfolio manager of the Fidelity China Special Situations PLC, provides his insight into the growing emphasis from Chinese companies on ESG and explains how he evaluates the governance...

Fidelity International 17th Sep 2019

FidelityIAsiaSep19 VIDEO

Fidelity International | The Asia Call: Episode 2

Listen to the call with the Fidelity International Asia-based investment team. Hear from portfolio managers Dhananjay Phadnis, Fidelity Emerging Asia Fund, and Hyomi Jie, Fidelity China Consumer Fund...

Fidelity International 17th Sep 2019

Article-Chart-04-2019 Market Briefings

Global bond market review: Bond yields plunge in August

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

Adviser-Hub 16th Sep 2019

Article-Grow-01-2019 Market Briefings

Emerging markets review: Renminbi falls to lowest level since 2008

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

Adviser-Hub 16th Sep 2019

Article-China-01-2019 Partner Zone

Could China’s rise pose a challenge to developed market democracies?

China’s rise to economic and political pre-eminence could pose a challenge to developed market liberal democracies, argues Shamik Dhar, chief economist at BNY Mellon Investment Management. 

BNY Mellon Investment Management 13th Sep 2019

Article-London-01-2019 Market Briefings

Global update: Parliament’s suspension creates controversy

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

Adviser-Hub 4th Sep 2019

Article-Chart-03-2019 Market Briefings

The Week: Global dividend growth slips as corporate profits dip

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

Adviser-Hub 22nd Aug 2019

Article-Grow-01-2019 Market Briefings

Emerging market review: China’s slowdown continues

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

Adviser-Hub 19th Aug 2019

Article-Buildings-FED-01-2019 Market Briefings

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

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

Adviser-Hub 19th Aug 2019

Article-Animals-Bear-01-2019 Partner Zone

Macro Matters blog: Here we go again

Our medium-term view on markets is changing. Recession probabilities are increasing and trade wars are not helping. This makes us shy away from buying during market dips.

Legal & General Investment Management 16th Aug 2019

Market Briefings

The Week: Yield Curve

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

Adviser-Hub 15th Aug 2019

Article-Animals-Bear-01-2019 Market Briefings

The Week: A new world order threatens capitalism

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

Adviser-Hub 8th Aug 2019

Article-China-01-2019 Market Briefings

The Week: China GDP: time to panic?

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

Adviser-Hub 18th Jul 2019

Invesco17July19 VIDEO

Invesco | Risk & Reward: A factor-based approach to diversifying oil exposure

Latest research on diversifying oil exposure, how patent data can be a predictor of equity returns in innovation-based companies, fixed income factor investing - and China’s second tier cities and the...

Invesco 17th Jul 2019

Article-Japan-01-2019 Market Briefings

Asian Japan markets review: Trade tensions hit growth in Asia

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

Adviser-Hub 10th Jul 2019

Article-Grow-01-2019 Market Briefings

Emerging markets review: Trade negotiations reopen

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

Adviser-Hub 10th Jul 2019

Article-Chart-01-2019 Market Briefings

Global update: Brexit: no further forward

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

Adviser-Hub 4th Jul 2019

Article-Grow-01-2019 Market Briefings

Emerging markets review: Trade wars bite

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

Adviser-Hub 12th Jun 2019

Article-Chart-03-2019 Market Briefings

Global bond market review: Trade conflicts driven down yields

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

Adviser-Hub 12th Jun 2019

Market Briefings

US market review: The “Tariff Man” strikes again

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

Adviser-Hub 12th Jun 2019

equities-jun19 Partner Zone

All eyes on trade

In this month’s video, Investment Director, Ritu Vohora looks at the escalating trade war between the US and China, with tensions reducing risk appetite and intensifying fears of a global economic slo...

M&G Investments 10th Jun 2019

Article-Chart-03-2019 Partner Zone

America’s China Challenge – Read the Latest Issue of Baillie Gifford’s Enlightenment magazine

US companies are under pressure from Chinese rivals looking to dominate their home market and satisfy global ambitions. Read about this and more in the latest issue of Enlightenment, the funds magazin...

Baillie Gifford 7th Jun 2019

Article-Chart-01-2019 Market Briefings

Global update: US/China trade war escalates

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

Adviser-Hub 4th Jun 2019

Partner Zone

FWB - Breaking up: US and China

Tim Drayson, Head of Economics at LGIM, said, Xi said: President Trump believes tariffs are great for the US because China is paying; the evidence suggests otherwise.

Legal & General Investment Management 3rd Jun 2019

InvescoFlyingupdate20May19 VIDEO

Invesco | Flying update: Government bond yield pickup

91 seconds – from his desk, Lewis Aubrey-Johnson, Head of Fixed Income Products explains how positive economic data from China is affecting global government bond yields.

Invesco 20th May 2019

Article-America-01 Market Briefings

The Week: Can the US retain its innovation crown?

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

Adviser-Hub 16th May 2019

Article-Grow-01 Market Briefings

Emerging markets review: Dovish Fed boosts sentiment towards emerging markets

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

Adviser-Hub 14th May 2019

Article-DonaldTrump-01 Market Briefings

The Week: Wobbly markets

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

Adviser-Hub 9th May 2019

Article-Building-Fed-01 Partner Zone

FWB: Making up: US and China

The trade war has clearly disrupted trade flows, but better growth and positive signs of a deal might mean the Fed has overdone its dovish pivot.

Legal & General Investment Management 8th May 2019

Article-Building-Fed-01 Market Briefings

US market review: Bull market celebrates its tenth birthday

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

Adviser-Hub 17th Apr 2019

Article-China-01 Market Briefings

Emerging markets review: China cuts economic forecast

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

Adviser-Hub 17th Apr 2019

Article-DonaldTrump-01 Market Briefings

US market review: Hopes of a trade deal

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

Adviser-Hub 6th Mar 2019

Article-Chart-01-1 Market Briefings

Emerging markets review: End of trade dispute within sight?

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

Adviser-Hub 6th Mar 2019

Market Briefings

Europe market review: Headwinds to European growth

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

Adviser-Hub 25th Feb 2019

Market Briefings

The Week: Markets rebound; but why?

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

Adviser-Hub 14th Feb 2019

Article-China-AO-01_1.jpg-3 Market Briefings

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

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

Adviser-Hub 31st Jan 2019

Article-Chart-03 Market Briefings

The Week: Is Brexit in the price?

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

Adviser-Hub 17th Jan 2019

Article-China-01 Market Briefings

The Week: Big trouble in little China

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

Adviser-Hub 3rd Jan 2019

Article-Direction-AO-06_1-3 Market Briefings

The Week: Reasons to be cheerful 2019

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

Adviser-Hub 20th Dec 2018

Fidelity19Dec18 VIDEO

Fidelity International | Hold on to your hat

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

Fidelity International 19th Dec 2018

Article-Cities-Japan-AO-01_1 Market Briefings

Asian Japan markets review: Japan faces economic headwinds in 2019

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

Adviser-Hub 18th Dec 2018

Market Briefings

Emerging markets review: Emerging markets underperform over 2018

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

Adviser-Hub 18th Dec 2018

Market Briefings

US market review: Partial shutdown for the US government

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

Adviser-Hub 10th Dec 2018

Article-Charts-AO-01_1-3 Market Briefings

Emerging markets review: Investors hope for trade resolution at G20

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

Adviser-Hub 7th Dec 2018

Market Briefings

Emerging markets review: Clouded outlook for emerging markets

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

Adviser-Hub 9th Nov 2018

Article-DonaldTrump-AO-01_1-1 Market Briefings

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

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

Adviser-Hub 8th Nov 2018

Article-Emerging-AO-01_1.jpg-1 Market Briefings

The Emerging Markets Forum

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

Adviser-Hub 8th Nov 2018

Article-America-02-2019-1 Market Briefings

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

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

Adviser-Hub 25th Oct 2018

Invesco19Oct18 VIDEO

Invesco | John Greenwood’s quarterly economic outlook: Q4 2018

With problems in emerging markets continuing to grab headlines and an escalation of the tariff wars between the US and China, how concerned is John about the potential impacts on the global economy?

Invesco 19th Oct 2018

Market Briefings

The Week: Wobbly times

October 2018 Stock markets have started to wobble. A sell-off in Asia has spread across the globe. Having been talked about for months, is the sell-off finally here? The catalysts for the sel...

Adviser-Hub 11th Oct 2018

Market Briefings

Fed tightens rates

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

Adviser-Hub 5th Oct 2018

Article-Cities-China-AO-02_1 Market Briefings

China accuses US of “trade bullyism”

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

Adviser-Hub 5th Oct 2018

Article-DonaldTrump-AO-01_1-1 Market Briefings

Tit-for-tat trade war continues

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

Adviser-Hub 4th Oct 2018

Market Briefings

Global update: EU rejects Chequers plan

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

Adviser-Hub 2nd Oct 2018

Article-DonaldTrump-AO-01_1-1 Market Briefings

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

The US/China trade war accelerated again this week.

Adviser-Hub 20th Sep 2018

Article-Charts-AO-06_1 Market Briefings

The Week: What does good diversification look like?

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

Adviser-Hub 6th Sep 2018

Article-Chart-01-2019 Market Briefings

Global update: What's next for Nafta?

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

Adviser-Hub 5th Sep 2018

Article-DonaldTrump-AO-01_1 (1) Market Briefings

Is the US hot or not?

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

Adviser-Hub 30th Aug 2018

Article-Emerging-AO-01_1.jpg Market Briefings

Emerging markets review: No winners in a global trade war

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

Adviser-Hub 14th Aug 2018

Article-Europe-01-2019 Market Briefings

Global update: Deal or no deal?

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

Adviser-Hub 9th Aug 2018

Fidelity17Jul18 VIDEO

Fidelity International | Trade wars: China v US

Bill McQuaker and analyst Riccardo Muscio discuss the ongoing trade war between China and the US. What is the dispute really about? Is the US simply levelling the playing field or are they strategical...

Fidelity International 17th Jul 2018

Market Briefings

US market review: “Losers on both sides”?

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

Adviser-Hub 16th Jul 2018

Article-Europe-AO-01_1 Market Briefings

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

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

Adviser-Hub 13th Jul 2018

Article-China-AO-01_1.jpg Market Briefings

Emerging markerts review: Sino-US relations continue to sour

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

Adviser-Hub 13th Jul 2018

Article-Animals-Bear-AO-01_1 Market Briefings

Trade tensions intensify

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

Adviser-Hub 2nd Jul 2018

Invesco22Jun18 VIDEO

Invesco | What impact have recent macro events had on global equity markets?

We have witnessed a fractious G7 meeting, rising trade tensions between the US and China, coupled with the rise of a populist government in Italy and cracks in emerging markets. In this video, Nick Mu...

Invesco 22nd Jun 2018

Article-Cities-Japan-AO-01_1-2 Market Briefings

Asian Japan markets review: Asian economies vulnerable to trade tensions

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

Adviser-Hub 11th Jun 2018

Article-Emerging-AO-01_1.jpg Market Briefings

Emerging markets review: Argentina raises rates to 40%

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

Adviser-Hub 11th Jun 2018

Article-Animals-Bear-01-2019 Market Briefings

Global update: Trade wars on the horizon

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

Adviser-Hub 4th Jun 2018

Article-China-AO-01_1.jpg-2 Market Briefings

Emerging markets review: Oil price continues its rise

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

Adviser-Hub 21st May 2018

Article-Cities-Japan-AO-01_1-2 Market Briefings

Asian Japan markets review: Ongoing concern over trade tensions

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

Adviser-Hub 21st May 2018

Article-China-AO-01_1.jpg-2 Market Briefings

Emerging markets review: Looming trade war knocks sentiment

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

Adviser-Hub 17th Apr 2018

Market Briefings

Global update: Rising US protectionism knocks sentiment

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

Adviser-Hub 6th Apr 2018

Article-Charts-AO-01_1-2-1 Market Briefings

Emerging markets review: Brazil cuts interest rates again

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

Adviser-Hub 14th Mar 2018

Fidelity_IncomeinAsia_Feb18 VIDEO

Fidelity International | Income in Asia

China’s bond market is evolving and it’s now the third largest in the world. Our Multi Asset team take a look at the evolution of the renminbi bond market and why Asia; in particular, China, offer gre...

Fidelity International 8th Mar 2018

Article-Charts-AO-01_1-2-1 Market Briefings

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

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

Adviser-Hub 14th Feb 2018

Article-Puzzle-AO-01_1 Market Briefings

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

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

Adviser-Hub 25th Jan 2018

Article-Charts-AO-03_1-3 Market Briefings

Oil reaches its highest level for over two years

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

Adviser-Hub 11th Dec 2017

Article-Charts-AO-05_1-2-1 Market Briefings

Emerging markets review: IMF warns on China’s credit boom

China’s credit growth continued to pose a problem in August.

Adviser-Hub 28th Sep 2017

Schroders60SecRajeev VIDEO

Schroders | 60 seconds with Rajeev De Mello on the China conundrum

Well, China has been slowing down and we’ve seen this decline in the growth rate over the last couple of years. There’s a lot of concern right now in markets about how far that will go, and at what ra...

Schroders 3rd Feb 2016

Schrioders60sec VIDEO

Schroders | 60 seconds with Craig Botham on China

Emerging Markets Economist, Craig Botham, talks about recent volatility in the Chinese market, what this means for the currency and how it could impact the world economy: - The year has started poorly...

Schroders 14th Jan 2016

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