articles from Adviser Hub

Adviser Hub articles

Articles tagged: Growth

The Week: Is the elastic about to snap?

The dominance of large growth stocks over unloved value names has proved the John Maynard Keynes adage that markets can stay irrational longer than investors can stay solvent.

Adviser Hub 11th Sep 2019

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Schroders | European Alpha Focus Q2 2019 Update

Fund managers James Sym and James Rutland reflect on the second quarter of 2019 including the continued story of growth vs. value and how their portfolios focus more on value and cyclical exposure.

Schroders 14th Aug 2019

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Schroders | Anticipating a regime change

James Sym, fund manager, discusses why the era of growth defensives and stock's success may be coming to an end.

Schroders 14th Aug 2019

Partner Zone

FWB - Ready for stage 3?

After the sharp equity rally over the past four months, what could possibly drive another leg up?

Legal & General Investment Management 21st May 2019

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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...

Investec Asset Management 8th Apr 2019

Partner Zone

Macro Matters blog: US economy: Extending the cycle

The recent soft patch in growth and dovish shift from the Feb has made it less likely that the US enters recession next year.

Legal & General Investment Management 29th Mar 2019

Partner Zone

Valuation and its role in investing

24 September 2018 Simon Laing, Head of US Equities, Invesco It’s hard to have a conversation on the US markets these days without being drawn to a debate on value versus growth. The...

Invesco 3rd Oct 2018

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Schroders | 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 13th Aug 2018

Analysis & Opinion

Will the World Cup boost Russian growth?

July 2018 Does hosting a major sporting event boost economic growth? The hope for host countries is that infrastructure building and tourism will bring new prosperity However, often t...

Adviser Hub 4th Jul 2018

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Fidelity International | Growth vs Value - the big debate

In this video feature, we tackle the thorny issue of growth vs value.

Fidelity International 19th Jun 2018

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Baillie Gifford | Asia – The Stars Align - First Quarter 2018

Investment managers Ewan Markson-Brown and Roderick Snell discuss why they believe the stars are aligning for the Asia Pacific Ex-Japan region following a period of weak global growth and why they fee...

Baillie Gifford 30th Apr 2018

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Fidelity International | A new phase of earnings growth

After years of stagnation, earnings growth finally returned to drive global equity markets higher in 2017. In this webcast, Jeremy Podger assessed whether this dynamic will continue and revealed how i...

Fidelity International 19th Mar 2018

Analysis & Opinion

Value stocks tick higher - another dead cat bounce?

February 2018 These have not been good years to be a value manager. One manager recently suggested that an annual meeting of value managers had become more like group therapy than an investment con...

Adviser Hub 1st Feb 2018

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Schroders | 60 seconds on US growth and inflation in 2017

A strong US consumer means that US growth looks robust, but Keith Wade thinks rising inflation could pose a headwind towards the end of the year.

Schroders 14th Mar 2017

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GSAM | Global Best Practices

What are the best financial advisers doing to grow their business? At Goldman Sachs Asset Management, we’ve found that the answer hasn’t changed much over the years and the focus is still on two core...

Goldman Sachs Asset Management 19th Dec 2016

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Schroders | 60 seconds with Keith Wade on cutting his global growth forecast

Keith Wade explains why the economics team has trimmed its forecast for global growth this year.

Schroders 13th Sep 2016

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Schroders | 60 seconds with Sue Noffke on market impact of Brexit vote

It’s a shock for markets – the result was not one that was anticipated. We’ll see an unwind of the rises we’ve seen in markets in the past five days and some more. What it means in terms of economies...

Schroders 24th Jun 2016

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Schroders | 60 seconds with Jenny Jones on small-cap tech

I’m finding some mispriced growth opportunities within technology which is very tough right now because a lot of areas of technology are commoditising.

Schroders 24th Jun 2016

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Schroders | 60 seconds with Matt Hudson on the recent rotation in UK equities

It’s been a fascinating time to be a UK equities investor. For the first quarter in many we have seen a complete rotation in what is driving the market. Having been in a period when growth, growth def...

Schroders 22nd Jun 2016

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Schroders | 60 seconds with Tom Walker on the importance of GDP growth in real estate investing

Whether you are running a global real estate fund, a UK real estate or even a European real estate fund, the one key ingredient you have got to find is GDP growth. Without economic growth you are not...

Schroders 21st Jun 2016

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Schroders | 60 seconds on the hunt for value in UK dividends

As the demand for UK dividends grows we look at why investors need to be brave in order to generate income higher than the market average.

Schroders 27th May 2016

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AXA IM | The insatiable growth in demand for healthcare - Dani Saurymper

Watch Dani Saurymper, Fund Manager of the AXA Framlington Health Fund, discusses healthcare reform and innovation.

AXA Investment Managers 27th Apr 2016

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AXA IM | Chris St John – The benefits of compounding growth

Watch Chris St John at the AXA IM Investment Conference talk on the benefits of compounding growth.

AXA Investment Managers 25th Apr 2016

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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

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Schroders | 60 seconds with Johanna Kyrklund on QE "fatigue"

In recent years markets have been dominated by two key trends. On the one hand, extensive quantitative easing by the central banks have inflated the prices of many assets, and then on the other hand t...

Schroders 29th Mar 2016

Authors

Merian Global Investors 44

Adviser Hub 828

Square Mile Research 75

M&G Investments 38

Invesco 60

Aviva Investors 20

Baillie Gifford 34

Fidelity International 52

BNY Mellon Asset Management 2

Legal & General Investment Management 81

First State Investments 3

Schroders 95

Investec Asset Management 17

Goldman Sachs Asset Management 18

Various 8

Jupiter Asset Management 19

AXA Investment Managers 9

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