Adviser Hub articles

Articles tagged: Growth
JupStrategicbond VIDEO

Jupiter | Jupiter Strategic Bond webcast: Taking stock of a turbulent world

Listen to the latest webcast from Ariel Bezalel and Harry Richards, who examine the path for inflation and growth, the potential opportunities for fixed income investors, and how the portfolios are po...

Jupiter Asset Management 27th May 2022

Article-Grow-01-2019 Analysis & Opinion

Market View: ‘Hope and hype’ replacing fundamentals?

Walter Scott client investment manager George Dent argues that while the growth sell-off might appear indiscriminate, it pays to look beyond the noise for quality companies.

BNY Mellon Investment Management 7th Apr 2022

Article-China-01-2019 Analysis & Opinion

Has the Chinese growth story turned sour?

Tougher regulation, a real estate collapse and energy shortages – has the Chinese growth story turned sour, and what action might investors consider in response? The Jupiter Merlin team give their vie...

Jupiter Asset Management 4th Nov 2021

Article-Chart-03-2019 Analysis & Opinion

Fidelity analysts temper expectations for margin growth

Fidelity’s latest Analyst Survey suggests that the outlook for margins is moderating, although earnings estimates for next year remain healthy.

Fidelity International 23rd Sep 2021

Article-China-01-2019 Analysis & Opinion

China

“A white knuckle ride” is how Dzmitry Lipski, head of funds research at Interactive Investor, described the performance of the Chinese stock market in the wake of a government crackdown on the nation’...

Adviser-Hub 1st Sep 2021

Article-Global-04 Partner Zone

The future of bond investing is here

Innovation is the name of the game. Baillie Gifford’s Torcail Stewart shares his enthusiasm for the growth companies of the future that we own the bonds of today.

Baillie Gifford 22nd Jul 2021

Article-Puzzle-01-2019 Market Updates

Global update: Growth and inflation are on the rise

Prospects for inflation and interest rates continued to garner headlines during June.

Adviser-Hub 15th Jul 2021

Article-Chart-03-2019 Analysis & Opinion

Why quality is crucial in the debate around growth and value

It's been a growth market for years, but we may be at a turning point where value and quality become more important.

Adviser-Hub 8th Jul 2021

Article-Japan-01-2019 Partner Zone

It's time to look east

The Asia ex Japan region and its companies are thriving

Baillie Gifford 6th Jul 2020

Fil30Apr2020 VIDEO

Fidelity International | Society’s focus on sustainability and resilience to go parabolic

Fidelity’s Andrew McCaffery, Global CIO, Asset Management, and Ned Salter, Head of Equities, assess recent market movement and outline why the focus on sustainability issues will continue to grow as w...

Fidelity International 30th Apr 2020

Article-China-01-2019 Market Updates

The Week: Is China’s growth assured?

This week saw the widely-awaited trade deal struck between the US and China.

Adviser-Hub 23rd Jan 2020

Schroders20Jan20TWalker VIDEO

Schroders | Global Cities Outlook 2020

Tom Walker, Fund Manager of Global Cities, reflects on a recent Alexandria Real Estate investor day which exemplifies some of the real estate approaches the portfolio looks to grow.

Schroders 20th Jan 2020

BAILLIE_ExplosiveGrowthinAsia VIDEO

Baillie Gifford | Finding Explosive Growth in Asia

Baillie Gifford investment managers Roderick Snell and Ewan Markson-Brown discuss the best ways to unleash the potential of Asia in your portfolio.

Baillie Gifford 6th Jan 2020

Article-Chart-03-2019 Market Updates

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

TempleBar8Apr19 VIDEO

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...

Ninety One 8th Apr 2019

Article-WorldCupRussia-01-2019 Analysis & Opinion

The Week: Will the World Cup boost Russian growth?

Does hosting a major sporting event boost economic growth? 

Adviser-Hub 4th Jul 2018

Part2_FidelityJun18 VIDEO

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

FidelityGlobalEqwebcastMar18 VIDEO

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

Article-balance-01-2019 Market Updates

The Week: Value stocks tick higher - another dead cat bounce?

These have not been good years to be a value manager.

Adviser-Hub 1st Feb 2018

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