Adviser Hub articles

Articles tagged: Equities
Article-Japan-01-2019 Partner Zone

Dan Carter and Mitesh Patel: Premium yield and core growth from Japanese equities

Dan Carter and Mitesh Patel look at Japan’s experience of the Covid-19 pandemic, their approach to investing.

Jupiter Asset Management 10th Aug 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-DowningStreet-01-2019 Market Briefings

The Week: Back to the races? The Conservative election victory

Markets celebrated the Conservative victory, but have they been premature?

Adviser-Hub 18th Dec 2019

Fidelity9Dec19_2 VIDEO

Fidelity International | Selectivity remains key in 2020

Jeremy Podger, Fidelity Global Special Situations Fund portfolio manager, believes 2020 has the potential to be a good year for equities, supported by a pick-up in earnings growth and accommodative po...

Fidelity International 9th Dec 2019

Communication-02 Partner Zone

LGIM Talks: Behind the scenes with Active Equities

In this podcast we’ve gone behind the scenes to find out how LGIM’s investment teams manages funds.

Legal & General Investment Management 21st May 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

SchrodersJSym_20Mar19 VIDEO

Schroders | The morning after the night before: New opportunities in european equity

James Sym, Fund Manager, provides an overview of challenges encountered by companies during earning season, especially with cyclicals, ESG explorations being made in the portfolio, and some innovators...

Schroders 20th Mar 2019

InvescoUSEq12Mar19 VIDEO

Invesco | A dose of optimism in US equity markets

After a build-up of negative sentiment towards the end of 2018 – Simon, US Equities Fund Manager and John Botham, Global Equities Product Director discuss how that sentiment has changed since January...

Invesco 12th Mar 2019

InvescoEquities12Mar19 VIDEO

Invesco | Investing in equities: the world of the optimist

2018 was the fifth worst year in 40 years for UK equity markets. Does Fund Manager, Ciaran Mallon think there is room for more optimism as we move into 2019?

Invesco 12th Mar 2019

Schroders27Feb19JSym VIDEO

Schroders | Best January for European equities since 1987

James Sym, Fund Manager, provides an overview of why markets are off to a positive start and shares an update on changes that have been made to the portfolio.

Schroders 27th Feb 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

Invesco29Jan19 VIDEO

Invesco | 2019 investment outlook: Asian & emerging markets

2018 has been a challenging year for Asian and global emerging equity markets. The year began with upbeat earnings expectations and valuations above long-term historical averages. However, since the s...

Invesco 29th 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

Article-Charts-AO-04_1 Market Briefings

UK equity income market review: UK equity yields surged over 2018

UK equity markets continued their downward trend into December amid intensifying speculation over the possibility of a no-deal Brexit. Although the government managed to reach an agreement with the EU...

Adviser-Hub 17th Dec 2018

Fidelity12Dec18 VIDEO

Fidelity International | Looking globally in 2019

Jeremy Podger, Portfolio Manager of Fidelity Global Special Situations Fund explains why 2019 has the potential to be a good year for equities. Against a backdrop of volatility, he outlines the pocket...

Fidelity International 12th Dec 2018

Market Briefings

US market review: US equities plummet in October

Financial markets experienced a volatile October and the S&P 500 Index experienced one of its worst Octobers since 1928 as investors became increasingly concerned about the outlook for global economic...

Adviser-Hub 9th Nov 2018

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

The Week: Tough times for UK equities

After a difficult run for UK equities, investors need to believe that neither a Labour Government nor a no deal Brexit is a possibility. A combination of a no-deal Brexit and a Labour government...

Adviser-Hub 18th Oct 2018

Market Briefings

Video: European equities H2 outlook: valuation support & record discounts

Rob Burnett explains why, given the recent market stresses in Europe, the absolute and relative return potential is strong. Watch here

Adviser-Hub 26th Sep 2018

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

The Week: False hope on UK assets

While international fund managers seemed to give the UK market a tentative thumbs up, it is not a ringing endorsement. 

Adviser-Hub 25th Jul 2018

M&GRituV11June18 VIDEO

M&G Investments | Equities Market Perspective

In this month’s update Ritu Vohora, M&G Investment Director, explores the impact of rising US yields and a resurgent dollar on emerging markets. Is this a déjà vu of 2013’s ‘Taper Tantrum’?

M&G Investments 11th Jun 2018

Invesco7Jun18 VIDEO

Invesco | Mark Barnett: Business as usual?

Head of UK Equities, Mark Barnett, considers recent pessimism towards UK domestic stocks and whether he is changing his strategy after a difficult period of performance.

Invesco 7th Jun 2018

InvescoPerpetualEmergin1Jun18 VIDEO

Invesco | Investing in emerging markets: a political play

Watch two of our most experienced emerging markets investors discuss their outlook for equities and debt and where the risks and opportunities lie.

Invesco 1st Jun 2018

InvescoPerpetual_23May18 VIDEO

Invesco | Opportunities in global equity markets

What has happened across global equity markets this year so far, what themes are prevalent and what is the outlook for investors? Fund Managers Stephen Anness and Andrew Hall outline their views on ma...

Invesco 23rd May 2018

Jupiter17Apr VIDEO

Jupiter | Value Equities - Humans or algorithms

Ben Whitmore, Head of Strategy, Value Equities presents his views on the theme of Humans vs Algorithms at the Jupiter Investment Forum this year.

Jupiter Asset Management 23rd Apr 2018

Article-Chart-03-PZ Partner Zone

What has driven stockmarket returns and what will drive them in future?

When we look back over the past three years, investors have earned remarkably similar returns in local currency terms in very different parts of the world. UK, eurozone, Japanese and emerging marke...

Schroders 19th Feb 2018

Market Briefings

The Week: Why do US equities keep rising?

It’s tough to find an asset allocator with an overweight position in US assets. Most agree that the stock market is expensive.

Adviser-Hub 18th Jan 2018

Article-Partner-Direction-01 Partner Zone

How I scored in the investIQ test – and what I learned

Fund manager and value blogger Nick Kirrage reveals his results in an investment IQ test designed to help investors understand their biases What type of investor are you - optimistic, impulsive?...

Schroders 16th Jan 2018

M&G-BVTV VIDEO

M&G Investments | BVTV: Have bonds and equities decoupled, and can both be right?

This week, Ritu Vohora, investment director in M&G’s equities team, joined me on the BVTV sofa to discuss the curious case of the de-correlation between equities and bond yields.

M&G Investments 7th Aug 2017

Invesco-TimMarshall-August-01 VIDEO

Invesco | Tim Marshall: Discipline in valuation

Tim Marshall, UK Equities Fund Manager, gives a detailed overview of his stock selection process, from identification to valuation.

Invesco 4th Aug 2017

M&G-Ritu-July17 VIDEO

M&G Investments | Equities Market Perspective - July 2017

Investment Director, Ritu Vohora, reviews how equities have performed across the different sectors, with central banks being the key theme this month.

M&G Investments 7th Jul 2017

Schroders-60sec-NickKirrage VIDEO

Schroders | 60 seconds with Nick Kirrage on where to find value

Where are the value opportunities in equities today? Nick Kirrage explains.

Schroders 27th Oct 2016

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