articles from Adviser Hub

Adviser Hub articles

Articles tagged: Economy

Market Updates

UK market review: M&A activity boosts mid caps in August

Investors witnessed a surge of M&A activity in August as companies sought to make use of their high cash balances.

Adviser-Hub 2nd 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

The Week: What does a normalising recovery mean for investors?

As economic recovery starts to slow into a more normal pattern, is it bad news for over-inflated markets?

Adviser-Hub 26th Aug 2021

Market Updates

UK market review: Freedom … but no celebration for UK investors

England’s “Freedom Day” on 19th July received a lacklustre welcome from investors as the Delta variant of the Covid-19 virus continued to spread.

Adviser-Hub 6th Aug 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

The Week: Is the recovery running out of steam?

Until the last few weeks, the global recovery had surprised with its strength. However, recently the signals – on jobs, on retail sales, on inflation – have been more mixed.

Adviser-Hub 17th Jun 2021

VIDEO

AXA IM | How can investors gain from the clean economy?

Governments, consumers and companies alike are realising the urgency of the environmental situation.

AXA Investment Managers 9th Jun 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

UK bond market review: Lacklustre outlook for the UK economy

The yield on the benchmark UK gilt dipped early in January as Prime Minister Boris Johnson announced fresh lockdown measures to stem a rapid increase in Covid-19 infections.

Adviser-Hub 16th Feb 2021

Market Updates

5 things to know about ‘The Great Reset’

The Great Reset is a new initiative from the World Economic Forum and the Prince of Wales, designed to guide governments across the world down the path to a more resilient, sustainable world beyond co...

Adviser-Hub 15th Feb 2021

Market Updates

Inflation – are you scared?

Inflation has gone from bogeyman to benign, but could that be about to change as economies revive?

Adviser-Hub 10th Feb 2021

Market Updates

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

Market Updates

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

Market Updates

The Week: Grim reading on UK data

The UK’s economic output slumped in the second quarter – and the future’s not looking too bright either.

Adviser-Hub 12th 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

VIDEO

Fidelity International | The future of the economy - keynote

As the economic and social impact of Covid-19 continues to play out, new long-term trends will set the world on a unique course. Wen-Wen Lindroth, Fidelity’s Lead Cross-Asset Strategist discusses what...

Fidelity International 9th Jul 2020

VIDEO

Fidelity International | The future of the economy - panel discussion

Speakers Professor Linda Yueh, Economist and Director of Fidelity China Special Situations plc and Dr Andrew Sentance, former Bank of England MPC member - debate the key macro themes set to influence...

Fidelity International 9th Jul 2020

Market Updates

The Week: The Summer Statement: will it work?

Chancellor Rishi Sunak has encouraged a summer of spending to revive the UK’s flagging economy, but can it be saved?

Adviser-Hub 8th Jul 2020

Market Updates

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

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

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

Market Updates

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

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

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

Market Updates

“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

Market Updates

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

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

Market Updates

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

Market Updates

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

Market Updates

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

Market Updates

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

Market Updates

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

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

Market Updates

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

Market Updates

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

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

Market Updates

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

Market Updates

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

Market Updates

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

Market Updates

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

Market Updates

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

Market Updates

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

Market Updates

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 Updates

“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

Market Updates

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

Market Updates

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

Market Updates

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

Market Updates

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

Market Updates

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

Market Updates

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

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

Market Updates

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

Market Updates

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

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

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

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

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

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

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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Various 8

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