Global bond market review: Corporate defaults on the rise
Investors’ attention shifted from safe havens to riskier assets during November.
15th Dec 2020
Sentiment improves again
Our regular survey of Fidelity’s analysts across the globe provides a unique bottom-up insight into corporate sentiment and the health of the global economy. This month's findings reveal that sentimen...
3rd Nov 2020
Invesco | Exiting lockdown and the EU transition
How has COVID-19 affected the UK government’s approach to EU negotiations? Graham Hook, Head of UK Government Relations & Public Policy at Invesco, discusses.
18th May 2020
The Week: Oil price shock: the implications
The pandemic has already disrupted equity and bond markets, but now its influence is spreading to commodities markets and notably to the price of oil. What are the implications of rock bottom oil pric...
23rd Apr 2020
Global update: March meltdown
The extended bull run came to an abrupt end in March as the coronavirus continued to spread into Europe and America, and a collapse in confidence pushed share indices into bear-market territory.
20th Apr 2020
The Week: Borisnomics: tax cuts and chlorinated chicken
Should we ever have been in any doubt, it is now absolutely clear that Boris Johnson is happy to take the UK out of the EU on 31 October, with or without a deal. If ‘no deal’ is the final option, can...
29th Aug 2019
FWB - Why European elections may not spell trouble for sterling
Looming European Parliament elections look like yet another catalyst on the list of events that could rock gilt and sterling markets. But are things as tumultuous as they seem?
Legal & General Investment Management
21st May 2019
UK equity income market review: “Hope dies last”
Having tried – and failed – to get her Brexit deal through the House of Commons three times, Prime Minister Theresa May was obliged to seek an extension to the Article 50 process.
17th Apr 2019
UK equity income market review: Brexit puzzle remains unsolved
The Brexit conundrum remained unsolved as March drew to a close, and the UK remained in the EU as Brexit Day was pushed out to 12 April. The yield on the FTSE 100 Index declined over March.
UK bond market review: Brexit uncertainties are unresolved
Following Parliament’s rejection of a no-deal Brexit, sterling surged against the US dollar to its highest level since June 2018 and against the euro to its highest level since April 2017.
Global bond market review: European slowdown drives demand for bonds
Fears of an economic slowdown in Europe rattled investors during March, and European government bond yields fell as investors sought perceived safe havens.
The Week: Why do we still group funds by geography?
In a globalised age, why do we persist in grouping funds by geography?
11th Apr 2019
The Week: Active vs Passive
A new report from BMO Global Asset Management has issued a major challenge to the assumption that passive funds always outperform the average active manager.
28th Mar 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...
20th Mar 2019
MPs vote to delay Brexit
Having rejected the possibility of leaving the EU without a deal, MPs voted by 402 to 202 in favour of requesting an extension to Article 50.
19th Mar 2019
Europe market review: Headwinds to European growth
Although European stock markets generally rallied in January after December’s sharp falls, investor sentiment was blunted by further signs of economic slowdown. European Central Bank President Mario D...
25th Feb 2019
The Week: Markets rebound; but why?
Markets re-found their footing this week with European stock markets hitting a three month high.
14th Feb 2019
Which Regions offer the Best Factor Returns
While factor return products are becoming more and more popular, investors may be interested if factor returns are higher in certain regions than others. This month, we investigate the size of factor...
12th Nov 2018
Italy’s spending plans raise eyebrows
Having recovered slightly during September, share prices in Italy fell heavily at the end of September as Italy’s government raised eyebrows with a controversial budget. The go...
5th Oct 2018
Consumer confidence dips in Europe
Share prices dipped across European markets at the end of August following the news that consumer confidence in the eurozone had posted a sharp drop. According the European Commission (...
5th Sep 2018
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...
22nd Aug 2018
Emerging markets review: No winners in a global trade war
During July, President Donald Trump imposed US$34 billion in tariffs on Chinese goods, prompting China to respond with US$34 billion of levies on US imports. The US announced plans to imp...
14th Aug 2018
Schroders | Is the world economy slowing?
13th Aug 2018
Europe market review: ECB unlikely to raise rates before summer 2019
Although the eurozone’s rate of inflation has moved closer to target, the ECB does not expect to tighten interest rates until “at least through the summer of 2019”. Else...
13th Jul 2018
Investec | Geopolitical landscape
Populism, Brexit, the Eurozone: How have Geopolitical risks evolved since the beginning of the year?
13th Jul 2018
Global bond market review: 10-year Treasury bond yields breach 3%
The ten-year US Treasury Bond yield rose above 3% for the first time since 2011 during April, stoked by mounting concerns over the outlook for inflation. The price of oil continued to cl...
22nd May 2018
Europe market review: Europe reacts to a possible trade war
European markets were rattled during March over the prospect of a possible trade war with the US following President Donald Trump’s decision to impose a 25% levy on steel imports and a 10% levy on alu...
17th Apr 2018
Europe market review: Post-Brexit future of Northern Ireland remains in doubt
European share prices generally fell in February, undermined by speculation that major central banks may be poised to tighten monetary policy more quickly than previously anticipated....
14th Mar 2018
Brexit negotiations are cleared to move on
The UK performed relatively strongly during December compared with many other major equity markets; over 2017 as a whole, however, the performance of the FTSE 100 Index was dwarfed by...
10th Jan 2018
Global update: Renewed aggression from North Korea
North Korea returned to the forefront of investors’ awareness in November following its decision to fire another ballistic missile towards Japan.
5th Dec 2017
The Week: Gloom and gloomier
If the Chancellor’s Budget predictions for UK growth were not gloomy enough, the OECD made some even gloomier ones this week.
28th Nov 2017
Europe market review: Observations on the French election
Observations on the French election
Emmanuel Macron and Marine Le Pen have won the first round of voting in the French presidential election and will face each other in the final round on May 7. Th...
2nd May 2017
Schroders | 60 seconds with Duncan Owen on real estate's prospects in 2017
Duncan Owen looks at where the winning cities for real estate investors in Asia and Europe are likely to be.
10th Feb 2017
Schroders | 60 seconds with Rory Bateman on equity drivers in 2017
Rory Bateman highlights three key themes likely to drive European equity performance in the year ahead.
26th Jan 2017
Schroders | 60 seconds with Marcus Brookes on opportunities after Brexit sell-off
So the UK has voted to leave the EU today which was a bit of a shock to financial markets. We just spent the last week or so seeing a very nice rally in risk assets, particularly in Europe and the UK...
24th Jun 2016
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