Adviser Hub articles

Articles tagged: Economy
Article-Chart-05-2019 Market Briefings

UK bond market review: The economic outlook deteriorates

Although sentiment showed signs of improvement in April after March’s plunging stock markets, investors remained nervous. A survey conducted by GfK found that consumer confidence slumped to its lowest...

Adviser-Hub 19th May 2020

Article-Chart-04-2019 Business Toolkit

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.

Adviser-Hub 20th Apr 2020

FidelityCIO16Apr20 VIDEO

Fidelity International | Fidelity CIOs on possible economic scenarios

Andrew McCaffery, Fidelity’s Global CIO, and Anna Stupnytska, Head of Global Macro and Investment Strategy, outline the possible economic scenarios from here and discuss their views on what the recove...

Fidelity International 16th Apr 2020

Merian_15Apr20 Partner Zone

CORONAVIRUS: our economic and investment projections

The latest episode of the new Market Minutes from Merian Global Investors, providing regular updates from our global asset allocation team, led by John Ricciardi. John updates us on the team’s latest...

Merian Global Investors 15th Apr 2020

Article-London-01-2019 Market Briefings

The Week: Are we going bust?

Government bailouts look set to explode already stretched deficits. While necessary in the short-term, what may be the longer-term consequences?

Adviser-Hub 2nd Apr 2020

Article-Chart-05-1 Partner Zone

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

FIL_GLOBALDIVIDEND VIDEO

Fidelity International | Fidelity’s Dan Roberts on global dividends

To help you through these uncertain times, Fidelity Global Dividend Fund Manager Dan Roberts discusses recent portfolio activity and what the economic slowdown could mean for corporate dividends going...

Fidelity International 27th Mar 2020

Article-London-01-2019 Market Briefings

“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

Article-Buildings-FED-01-2019 Market Briefings

Fed cuts rates to near-zero

In an unprecedented move, the US Federal Reserve (Fed) announced its second consecutive emergency rate cut as central banks around the world launched co-ordinated action to support the global economy.

Adviser-Hub 16th Mar 2020

Article-London-01-2019 Market Briefings

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

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-London-01-2019 Market Briefings

The Week: The UK continues its unloved status

As Valentine’s Day approaches, the UK still can’t find many suitors. The post-election bounce has ebbed and investors are looking at the Brexit negotiations with trepidation.

Adviser-Hub 12th 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-London-01-2019 Market Briefings

UK equity income market review: A defining moment for Brexit

The UK General Election proved to be a defining moment for Brexit in the UK as Boris Johnson’s decisive victory – with an 80-seat majority – paved the way for his Brexit deal to clear the House of Com...

Adviser-Hub 15th Jan 2020

Article-Change-01-2019 Market Briefings

The Week: Fink’s greener future needs governments to play ball

Larry Fink this week committed BlackRock to a greener future. He should have words with the UK government.

Adviser-Hub 15th Jan 2020

Article-Chart-05-2019 Partner Zone

Markets are singing, but it’s not quite Christmas yet

A reduction in geopolitical risk has eased some of the pressures on the near-term investment outlook, but the economic party is not in full swing.

Legal & General Investment Management 21st Nov 2019

VIDEO

M&G Investments | Earnings are in: how have companies been faring?

It’s earnings season again, and results are in. In this month’s video, Investment specialist, Kirsty Clark looks at how companies have been faring. With deteriorating economic indicators and a fragile...

M&G Investments 19th Nov 2019

Partner Zone

The yield conundrum

Anyone who’s been watching financial markets over the course of the last few months will have been aware of the huge rally in developed market yields over that period, driven by concerns over the glob...

Merian Global Investors 4th Oct 2019

Article-London-01-2019 Market Briefings

The Week: All eyes on UK Parliament

While other things certainly happened this week - sliding global manufacturing, a crisis in Argentina - all eyes were on the UK parliament.  The Chancellor Sajid Javid declared an ‘en...

Adviser-Hub 5th 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-04-2019 Partner Zone

Hedging rising rates: it’s all about the carry

With interest rates in developed nations remaining near historically low levels, here’s a look at what investors can do to get their portfolios ready for any future hikes.

Legal & General Investment Management 3rd Jul 2019

Invesco_21May19 VIDEO

Invesco | A ‘glass half full’ view on UK equities

Fund Manager, Martin Walker remains optimistic about investing in UK equities, despite UK political uncertainty. This video covers the outlook for the UK equities, value investing, areas of portfolio...

Invesco 21st May 2019

TempleBar8Apr19 VIDEO

Investec | Alastair Mundy in conversation: Temple Bar Investment Trust

Journalist Cherry Reynard speaks to Portfolio Manager Alastair Mundy and Analyst Peter Lowery, covering topics such as the Temple Bar dividend, value vs. growth investing and their views on the domest...

Ninety One 8th Apr 2019

Partner Zone

Macro Matters blog: US economy: Extending the cycle

The recent soft patch in growth and dovish shift from the Feb has made it less likely that the US enters recession next year.

Legal & General Investment Management 29th Mar 2019

Article-DowningStreet-01 Market Briefings

Spring Statement 2019: Brexit deal holds the key

Having signalled an end to austerity in the Budget of October 2018, Chancellor of the Exchequer Philip Hammond struck a slightly more restrained tone in the Spring Statement of March 2019.

Adviser-Hub 14th Mar 2019

Article-Grow-01 Partner Zone

Macro Matters blog: Will Marie Kondon save the world?

As unpopular as it may sound, the response to climate change may require the global economy to move to a model based less on 'relentless growth'. But can we wean ourselves off consumption?

Legal & General Investment Management 6th Mar 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-Europe-01 Market Briefings

UK equity market review: The Brexit deadline looms

The UK ended February with the question of Brexit still unanswered. The month was dominated by political newsflow as concerns over Brexit were compounded by the resignation of eleven MPs. 

Adviser-Hub 6th Mar 2019

Article-London-01 Market Briefings

UK bond market review: Brexit “fog”

The possibility that Brexit might be delayed beyond its 29 March deadline drove sterling to its highest level against the euro for almost two years during February.

Adviser-Hub 6th Mar 2019

Article-Japan-01 Market Briefings

Asian Japan markets review: Trade deal hopes boost sentiment

Japan’s benchmark Nikkei 225 Index reached its highest level since mid-December during February, boosted by US President Donald Trump’s decision to delay tariff increases on imports from China.

Adviser-Hub 6th Mar 2019

Invesco14Feb19USequities VIDEO

Invesco | 2019 investment outlook: US equities

We see a tricky year where markets will debate the potential for sustained US growth with the potential for a globally driven US slowdown. Simon Laing, Head of US equities shares his thoughts on the U...

Invesco 14th Feb 2019

Article-Building-Fed-01 Partner Zone

Throwing in the Powell: implications of the Fed policy shift

The US central bank has made a dramatic about-turn in its policy stance. Tim Drayson, Head of Economics at Legal & General Investment Managament, looks at what this means for the US economy and market...

Legal & General Investment Management 13th 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-Maze-EH-01_1.jpg Events

Investment Intelligence Seminars: Round 1

Join Invesco for the first round of the 2019 Investment Intelligence Seminars, as they reflect on what has been a difficult year for most asset classes. Build upon your current knowledge, as they prov...

Adviser-Hub 28th 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

Market Briefings

“A mood of angst”

As expected, the Federal Reserve (Fed) rounded off 2018 with its fourth interest-rate increase of the year, and its ninth since 2015. Fed policymakers raised the key federal funds rate by 25 basis poi...

Adviser-Hub 21st Dec 2018

Article-Chart-04 Market Briefings

The Yield Curve: Economic Outlook for 2019

The yield curve gap has been a powerful and accurate predictor of recessions over the last 40 years. This month, we examine the recent movements in the yield curve and the implications of the shape of...

Adviser-Hub 19th Dec 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

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

S&P 500 achieves its longest-ever bull run

August 2018 The S&P 500 Index achieved its longest bull market in history, superseding the previous record of 3,452 days that was set during the technology boom of the early noughties. The US r...

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

AH-VOTWCrd-Schroders14Aug18 Market Briefings

Video: Is the world economy slowing?

Global growth appears to be losing momentum in some regions, particularly in Asia and Europe. Keith Wade, Chief Economist & Strategist, examines the three factors that we believe to be driving the slo...

Schroders 22nd Aug 2018

Article-Chart-05 Market Briefings

Do Stock Market Corrections Lead Recessions?

Investors will be aware that the current 10-year bull-run within the stock market is one of the longest in history. This period of positive performance has coincided with growth in western economies t...

Adviser-Hub 21st Aug 2018

Article-Chart-PZ-01 Partner Zone

Why investors should care about rising interest rates

The link between interest rates and company share prices may not be obvious but it certainly exists, which means investors need to pay attention to last week’s decision by the Bank of England to raise...

Schroders 17th Aug 2018

InvescoPerpetual20Jul18 VIDEO

Invesco | John Greenwood's quarterly economic outlook: Q3 2018

Will a trade war undermine economic growth? While it is possible that political issues could hamper the economic upswing in some countries, my view remains that the business cycle is the ultimate and...

Invesco 20th Jul 2018

Article-Chart-04 Market Briefings

Forward Indicators of the Economy

Passive investing provides little protection in the event of a market downturn, as no active positioning is allowed.  This means that many passive investors will wish to monitor market developmen...

Adviser-Hub 5th Feb 2018

Article-Charts-AO-06_1-2 Market Briefings

It is actually different this time…

January 2018 It is actually different this time... The problem - the normal rules of engagement no longer apply While we can spend many hours contemplating the rights and wrongs of the great...

Various 23rd Jan 2018

Article-Chart-04 Partner Zone

Key Indicators of a New Recession

It is widely believed that a low rate of unemployment and high rate of inflation are key signs of a healthy economy. While this may be the case, these characteristics are also the ones that are most l...

Adviser-Hub 8th Aug 2017

Schroders-KeithWade VIDEO

Schroders | 60 seconds on why cracks remain in the global growth outlook

It has been a gloomy start to 2016 for the global economy, and while the outlook over the next two quarters is set to improve, longer-term conditions are likely to remain tough.

Schroders 27th May 2016

Schroders60secMarcus VIDEO

Schroders | 60 seconds with Marcus Brookes on the inflation conundrum facing investors

When we characterise the current economic recovery, that started in 2009, one of the things that we would point to – relative to other recoveries from other recessions – is that growth has been relati...

Schroders 13th Apr 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

M&GBondVig VIDEO

M&G Investments | Bond Vigilantes

Get the inside view straight from our fund management floor, including views on inflation, interest rates, the global economy and anything else that moves the bond markets. www.bondvigilantes.com

M&G Investments 25th Nov 2015

635816263213318495 VIDEO

Schroders | 60 seconds with Marcus Brookes on the potential for a December rate rise

Marcus Brookes, Head of Multi-Manager at Schroders, discusses the Federal Reserve (Fed)’s decision to leave US interest rates at 0.25%, despite a notable improvement in the economy: - The market had g...

Schroders 28th Oct 2015

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