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.
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.
14th Oct 2020
Inflation – should you be scared? (and what you can do about it)
Policymakers have responded to the Covid-19 outbreak by spending: history suggests this should create inflation. Should investors be worried and how can they protect themselves?
21st Sep 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,...
17th Sep 2020
Europe market review: Three key challenges for the ECB
Amid signs that Covid-19 infection rates were on the rise once again around Europe, some localised restrictions were reimposed in August, putting a brake on economic activity.
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.
6th Jul 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.
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?
17th Jun 2020
India's Covid-19 stimulus package
On 12th May Prime Minister Modi announced a Rs 20tr (USD 264bn) Covid-19 support package, which is equivalent to about 10% of India’s GDP.
Jupiter Asset Management
11th Jun 2020
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.
10th Jun 2020
Asia: Life After Coronavirus
Since the start of the coronavirus outbreak a lot has changed in Asia, but now it seems to be through the worst, Jason Pidcock and Jenna Zegleman discuss what life could be like for the region post cr...
Jupiter Asset Management
9th 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?
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?
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...
20th May 2020
Turning on the fiscal taps
How bad will the economic fallout from COVID-19 be? Could it be worse than the Global Financial Crisis? These are difficult questions to answer with any certainty today.
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.
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...
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...
Corporate Bond update
At the end of an extremely dramatic week and three weeks into what could be a prolonged period of market volatility, Mike Matthews, Fixed Interest Fund Manager, gives an update on investment grade cor...
15th May 2020
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.
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...
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....
11th May 2020
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...
9th Mar 2020
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.
4th Mar 2020
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