Global update: Investors rattled by Delta spread
Mounting inflationary pressures and the continued spread of the Delta coronavirus variant raised fresh questions over the outlook for economic recovery.
Adviser-Hub 6th Aug 2021
Fidelity International | Fidelity Live: The Analysts
Fidelity’s Global Head of Investment Research, Ned Salter is joined by analysts Juliet Pursaill and Federico Wynne, where they discuss the sentiment shifts they're seeing across their respective secto...
Fidelity International 15th Feb 2021
The Week: Stock markets: a year since the crash
Even though markets have recovered since the crash in February 2020, they have held plenty of surprises for investors.
Adviser-Hub 10th Feb 2021
Schroders | Alexandra REIT: the landlord to the Life Sciences Industry
Hugo Machin, Fund Manager and Co-Head of Global Real Estate Securities, reflects on the challenges of October and also highlights one of the bright spots of the pandemic; landlord to the Life Sciences...
Schroders 25th Nov 2020
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
The Week: Vaccine fever
The prospect of a vaccine has ignited stock markets, but will it really be the panacea that investors expect?
Adviser-Hub 12th Nov 2020
UK equity market review: “Nightmare before Christmas”
As infection rates continued to increase in areas of England, the UK Government decided to implement another series of lockdown measures lasting from 5 November to 2 December.
Adviser-Hub 5th Nov 2020
UK bond market review: Fears of a “double-dip” recession
Demand for UK gilts rose during October as Covid-19 infection rates continued to climb, and the UK and EU failed to progress their post-Brexit trade negotiations.
The Week: Living with uncertainty
Uncertainty has become a fact of life in recent years. The IMF’s recent assessment of the state of the global economy makes things little clearer.
Adviser-Hub 14th Oct 2020
The Week: Will a vaccine change the game?
Stock markets appear to be defying gravity. They have continued to rise in the face of some grim economic news. This begs the question of what they would do in the face of really good news: a vaccine,...
Adviser-Hub 17th Sep 2020
Europe market review: “All necessary steps”
European countries continued to ease their lockdown measures during June; nevertheless, the World Health Organisation (WHO) warned that the region was experiencing a weekly increase in COVID-19 cases...
Adviser-Hub 5th Aug 2020
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.
The Week: Will Covid-19 end US market dominance?
US markets have outperformed for a decade, but can this continue in the face of a woeful Covid-19 response and political uncertainty?
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%.
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.
Global update: Fears over a possible ‘second wave’
June proved to be a choppy month for investors as hopes of economic recovery were tempered by fears of a second wave of infection as instances of COVID-19 surged in parts of the US.
Adviser-Hub 6th Jul 2020
The Week: Has the UK stock market gone low enough?
The UK is still an important weighting in many investor portfolios, but it’s been a dismal performer. Is that about to change?
Adviser-Hub 25th Jun 2020
Schroders | What do Space X and Global Cities have in common? And what is the future for offices?
In the latest monthly fund update Tom Walker, Fund Manager of Global Cities, discusses the role of cities in a Covid 19 world and an outlook on the office sector.
Schroders 18th Jun 2020
The Week: The resilience of Asian dividends
With UK dividends under considerable pressure, have Asian companies continued to deliver payouts to shareholders?
Adviser-Hub 17th Jun 2020
The Week: Does size really matter?
Size has provided little protection in the recent market rout. The appeal of large caps has historically been their defensiveness and their dividend payments, but does this still stand?
Adviser-Hub 28th May 2020
The Week: Does value investing still have a place in your portfolio?
It’s been a rough time for value managers. Has quantitative easing killed off value as a strategy? Or can it stage a comeback?
Adviser-Hub 21st May 2020
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
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
US market review: US economy shrinks
Despite the news that the US economy had contracted for the first time since 2014 during the first quarter, US equity markets ended April in positive territory in April as investors began to focus on...
Adviser-Hub 18th May 2020
UK equity market review: UK plc on the back foot
Although UK share prices picked up slightly in April, the coronavirus continued to take a heavy social, corporate and economic toll and the UK overtook Spain to become the third-worst affected country...
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
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.
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
Global update: Painful consequences
Following March’s collapse in share prices, global stock markets made a partial recovery in April, although most major indices still sustained double-digit losses compared with the start of the year....
Adviser-Hub 11th May 2020
UK equity market review: On the back foot
UK share prices plunged during March as the coronavirus continued to sweep the world.
Adviser-Hub 20th Apr 2020
UK bond market review: UK interest rates reach all-time low
Against the backdrop of heightened uncertainty caused by the intensifying coronavirus crisis, investors continued to lose their appetite for risk during March.
Europe market review: Extraordinary times
European investors experienced a torrid March as the coronavirus spread and intensified across the region. Major equity markets posted double-digit losses over the month.
Adviser-Hub 17th Apr 2020
US market review: US rates fall to near-zero
Share prices fell sharply in the US during March as the coronavirus pandemic continued its spread, and the yields on ten-year and 30-year Treasury bonds fell to all-time lows. President Donald Trump d...
The Week: Corporate bond bargains?
“The best value investment grade market I have seen” - corporate bond managers say they are finding bargains. Should advisers be taking note?
Adviser-Hub 16th Apr 2020
Fidelity International | Fidelity CIOs on a new paradigm for investors
Fidelity CIOs Andrew McCaffery and Romain Boscher discuss how the COVID-19 crisis is changing not only how investors think about companies, valuations and portfolio construction, but also the nature o...
Fidelity International 3rd Apr 2020
Covid-19: The UK bond market impact
Newton fixed income fund manager Howard Cunningham analyses the impact of the UK government’s financial rescue package on bond markets.
BNY Mellon Investment Management 31st Mar 2020
UK interest rates cut to record low
In an unexpected move designed to shore up the UK economy against the effects of the coronavirus pandemic, the Bank of England slashed its key interest rate to 0.1%.
Adviser-Hub 20th Mar 2020
The Week: Bye-bye the ‘V’ shaped recovery; hello the ‘L’ shape
A V-shaped recovery now looks vanishingly unlikely, but could any good come of the financial market meltdown?
Adviser-Hub 19th Mar 2020
“Whatever it takes”
Less than a week after the Budget, Chancellor the Exchequer Rishi Sunak revealed a package of measures designed to help the UK economy withstand the financial impact of the coronavirus.
Adviser-Hub 18th Mar 2020
Schroders: Remaining calm in times of volatility: Schroder Global Cities Real Estate
Hugo Machin, Fund Manager of Global Cities, reviews how Coronavirus has impacted the market and what it means for the fund's portfolio
Schroders 17th Mar 2020
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
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.
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
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...
Global update: Investors take fright as coronavirus takes hold
As the spread of coronavirus gathered pace across the world during February, investors became increasingly concerned that the economic impact could trigger a global recession. Share prices plunged ove...
UK equity market review: Companies warn on profits as coronavirus bites
Share prices tumbled during February as the extent and severity of coronavirus continued to intensify. By the end of the month, 85,403 cases had been confirmed worldwide, with 23 cases in the UK.
Adviser-Hub 4th Mar 2020
US interest rate update: Fed cuts interest rates by 50 basis points
Amid mounting concern that the coronavirus could slow down economic growth, the US Federal Reserve cut its key interest rate by 0.50% percentage points to a range of 1% to 1.25%.
Europe market review: European markets fall in February
Coronavirus continued its spread into Europe during February, with Italy the hardest hit country by a significant margin.
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
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
Global bond market review: Seeking safe havens
Global bond yields declined during January as investors sought safe havens against a backdrop of rising worry over the Coronavirus.
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
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
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
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