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 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
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
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
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
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
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
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
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
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
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
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
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
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&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
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
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
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
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 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
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 | 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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