Five reasons to allocate to natural resources equities (it’s not just about inflation!)
Ninety One sees five compelling reasons for investors to revisit natural resources equities.
Ninety One 7th Jan 2025
Can political and economic stability drive UK equities?
After a near-decade of political and economic disruption, the UK appears to be entering a period of greater stability. A new government, improving economic data and greater confidence should bring...
Adviser-Hub 2nd Sep 2024
Investing in the climate transition: bonds versus equities
abrdn explains why the influence bond investors wield shouldn’t be underestimated.
abrdn Investments 20th Jun 2024
Finding untapped potential in Europe
Marcel Stötzel, co-portfolio manager of Fidelity European Fund and Fidelity European Trust PLC, provides an insight into the risks and opportunities facing investors in European equities. With...
Fidelity International 7th Mar 2024
The new normal for equities in 2024
Capital Group’s analysis shows that investors would be well served by diversifying into stocks once interest rates peak.
Capital Group 30th Nov 2023
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
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
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
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