articles from Adviser-Hub

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Articles tagged: HUB EXCLUSIVES

VIDEO

Where does value lie in the UK market? – panel discussion video #3

UK stock markets have seen a notable improvement over the last few months, galvanised by improving economic and political stability. This has brought some valuations closer to their international p...

Adviser-Hub 18th Sep 2024

VIDEO

How UK markets are changing – panel discussion video #2

It has been a long road for investors in UK stock markets. Without a glamorous technology sector to excite international investors, and with its fair share of domestic troubles, the UK equity marke...

Adviser-Hub 17th Sep 2024

VIDEO

Can political and economic stability drive UK equities? – panel discussion video #1

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 16th Sep 2024

Analysis & Opinion

Where does value lie in the UK market?

Adviser-Hub 9th Sep 2024

Analysis & Opinion

How to invest with confidence in a US election year

There are lots of reasons why an investor might want to use their portfolio to generate an income. Perhaps they want to fund their retirement, or to supplement their day-to-day living expenses, or...

Capital Group 9th Sep 2024

Analysis & Opinion

Investing for income

There are lots of reasons why an investor might want to use their portfolio to generate an income. Perhaps they want to fund their retirement, or to supplement their day-to-day living expenses, or...

Adviser-Hub 6th Sep 2024

Analysis & Opinion

How UK markets are changing

Adviser-Hub 5th Sep 2024

Analysis & Opinion

AI fever: has it become too hot?

Against a backdrop of heightened enthusiasm for AI, Capital Group’s Chris Buchbinder, Equity Portfolio Manager, assesses the outlook for the sector, drawing on his experiences of the 1990s te...

Capital Group 4th Sep 2024

Analysis & Opinion

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

Analysis & Opinion

Protecting yourself from financial scams

Financial scamming operations have become increasingly sophisticated and technological innovations have made it even harder to tell a scam from the real thing.

Adviser-Hub 27th Jun 2024

Analysis & Opinion

The Financial Services Compensation Scheme (FSCS)

The Financial Services Compensation Scheme (FSCS) covers all companies regulated by the Financial Conduct Authority (FCA) and the Prudential Regulatory Authority (PRA), including banks, building so...

Adviser-Hub 26th Jun 2024

Analysis & Opinion

Opportunities in the US market today

The US economy has continued to defy expectations. Rising interest rates have made little dent in the country’s GDP trajectory, with a buoyant jobs market supporting consumer spending. Howeve...

Adviser-Hub 25th Apr 2024

Analysis & Opinion

Magnificent Seven or bust?

The US economy has continued to defy expectations. Rising interest rates have made little dent in the country’s GDP trajectory, with a buoyant jobs market supporting consumer spending. Howeve...

Adviser-Hub 23rd Apr 2024

Analysis & Opinion

Are investors missing the vulnerabilities in the US economy?

The US economy has continued to defy expectations. Rising interest rates have made little dent in the country’s GDP trajectory, with a buoyant jobs market supporting consumer spending. Howeve...

Adviser-Hub 18th Apr 2024

Analysis & Opinion

Sustainability Disclosure Requirements: a practical guide for investors

The roll-out of new measures related to Sustainability Disclosure Requirements (SDR) begins in May when anti-greenwashing rules come into effect. Ahead of this, Fidelity’s...

Fidelity International 17th Apr 2024

VIDEO

Opportunities in the US market today – panel discussion video #3

Market leadership is broadening out from its narrow focus on a handful of AI-related megacaps. Fund managers are exploring other growth themes, while also looking at small and mid cap companies onc...

Adviser-Hub 16th Apr 2024

VIDEO

Magnificent Seven or bust – panel discussion video #2

Seven companies led markets higher in 2023, but investors have started to reappraise them since the start of the year. It may be the start of a broadening out of US stock markets. There are plenty...

Adviser-Hub 11th Apr 2024

VIDEO

Are investors missing the vulnerabilities in the US economy? – panel discussion video #1

The US economy has gone from strength to strength in spite of higher interest rates. Nevertheless, some vulnerabilities are emerging - from high debt levels, to inflationary pressures. Do investors...

Adviser-Hub 10th Apr 2024

Analysis & Opinion

Pound cost averaging: making regular saving work for you

It’s the eternal conundrum for investors: how to decide when to invest. However, unless you’re gifted with foresight, you can’t predict what the stock market wi...

Adviser-Hub 27th Mar 2024

Analysis & Opinion

ISAs: the basics

An Individual Savings Account (ISA) is a tax-efficient wrapper that provides a home for a number of different types of investment.

Adviser-Hub 25th Mar 2024

Analysis & Opinion

LIFETIME ISAs (LISAs): the basics

Savers aged between 18 and 40 can choose to open a Lifetime ISA (LISA), which is designed to help young people to save not only for a first home, but also for their retirement.

Adviser-Hub 22nd Mar 2024

Analysis & Opinion

JUNIOR ISAs (JISAs): the basics

It’s never too early to start thinking about saving for the future. A Junior Individual Savings Account (JISA) gives children the opportunity to start saving early.

Adviser-Hub 19th Mar 2024

Analysis & Opinion

Could smaller companies have a bright spot despite a gloomy environment?

When economic conditions are tough, investing in small-cap stocks can feel uncomfortable.

Schroders 19th Feb 2024

Analysis & Opinion

Reassurance and revelations: the 2023 Schroders Adviser Survey

Schroders’ 2023 Adviser Survey highlights some of biggest threats and opportunities for advisers in 2024.

Schroders 2nd Feb 2024

Analysis & Opinion

5 keys to investing in 2024

History has shown that the economy and markets seem to always find ways to surprise investors. Nevertheless, whatever is in store for investors in the year ahead, Capital Group has identified five...

Capital Group 25th Jan 2024

Analysis & Opinion

Bond and equity markets

It has been a better year than many expected for financial markets, with bonds and equities making gains in 2023.

Adviser-Hub 16th Jan 2024

VIDEO

Bond and equity markets focus for 2024 – panel discussion video #3

Bond and equity markets have ended the year with a bang, as investors have started to worry less about inflationary pressures, but might they have got ahead of themselves on interest rate cuts?&nbs...

Adviser-Hub 15th Jan 2024

Analysis & Opinion

Major events for the year ahead

The trajectory of inflation and interest rates has dominated financial market movements over the past 12 months.

Adviser-Hub 15th Jan 2024

VIDEO

Challenges for the global economy in the year ahead – panel discussion video #2

A US recession has been long-anticipated, but could finally arrive in 2024. For the time being, the consensus is that it will be short-lived and shallow, but what happens if there is a more serious...

Adviser-Hub 14th Jan 2024

Analysis & Opinion

Interest rates and inflation

The trajectory of inflation and interest rates has dominated financial market movements over the past 12 months.

Adviser-Hub 12th Jan 2024

VIDEO

Interest rates and inflation: where next? – panel discussion video #1

These two considerations have dominated financial market movements over the past 12 months. At the moment, investors are betting that the global economy will have a soft landing, but are there risk...

Adviser-Hub 10th Jan 2024

Analysis & Opinion

Four golden rules to help you handle market volatility

When uncertainty strikes, financial markets often respond with a period of volatility – and it’s not always easy to remain unflustered when asset prices are swinging back and forth. At...

Adviser-Hub 6th Dec 2023

Analysis & Opinion

Higher interest rates – winners and losers

Whether interest rates are going up or down, a move in monetary policy is always big news. But what are the implications for savers, borrowers, investors, and the wider economy?

Adviser-Hub 6th Dec 2023

Analysis & Opinion

Lower interest rates – winners and losers

Whether interest rates are going up or down, a move in monetary policy is always big news. But what are the implications for savers, borrowers, investors, and the wider economy?

Adviser-Hub 6th Dec 2023

VIDEO

The opportunities across Asian markets – panel discussion video #4

Three fund managers give their views on the most exciting areas across Asia, but also delve into the potential risks. Jupiter Asset Management's Sam Konrad, Premier Miton Investors' William...

Adviser-Hub 26th Oct 2023

VIDEO

The health of the Asian corporate sector – panel discussion video #3

Asian corporate earnings look set to outstrip those of Western markets over the next 12 months, but where are the greatest pockets of strength? Jupiter Asset Management's Sam Konrad, Premier Mi...

Adviser-Hub 25th Oct 2023

VIDEO

Asian economies: fundamentally stronger? – panel discussion video #2

Asia’s economies seem to have side-stepped many of the problems that are weighing on Western economies – such as inflation, debt, economic stagnation, but can they continue to thrive? J...

Adviser-Hub 23rd Oct 2023

VIDEO

China: is the recovery cancelled or postponed? – panel discussion video #1

China has been the engine of Asian growth, but now appears to be struggling: the reopening has been disappointing and there is now the real spectre of deflation. Can the Asian giant revive? Jupiter...

Adviser-Hub 20th Oct 2023

Analysis & Opinion

The Asian economic landscape

There are mixed reports on Asia’s economy today. On the one hand, there are fears that China’s weakness will depress the whole region. On the other, Asia’s economies appear to hav...

Adviser-Hub 17th Oct 2023

Analysis & Opinion

The Asian corporate sector

Asian stock market returns have been unexciting in recent years, held back by the region’s slow recovery from Covid, the relative weakness of China and also, the tough comparison set by the U...

Adviser-Hub 17th Oct 2023

Analysis & Opinion

The impact of a slowing China across Asia

China has been the engine of Asian growth since its entry into the World Trade Organisation in 2001. However, its economic grip is weakening

Adviser-Hub 10th Oct 2023

Analysis & Opinion

Reassessing home bias and the case for going global

Fidelity examines why domestic investors could benefit from increasing the global diversification of strategic asset allocation decisions and how Fidelity’s Multi Asset Allocator is set up to...

Fidelity International 9th Oct 2023

Analysis & Opinion

Futureproofing against disruption

Walter Scott client investment manager Murdo MacLean outlines how disruption is part and parcel of investing. Not every theme is investable today.

BNY Mellon Investment Management 29th Sep 2023

Analysis & Opinion

FSSA GEM Focus strategy: structured for resilience if developed markets slow down

Concerns about high inflation, rising interest rates and the growing probability of a recession in major developed markets are starting to weigh on investor sentiment. Nevertheless, the holdings in...

FSSA Investment Managers 27th Sep 2023

Partner Zone

Back to bonds for Baillie Gifford’s Multi Asset Team

Last year was a miserable year for almost all investors, but perhaps particularly so for multi-asset investors. The careful asset allocation and diversification on which they had built their portfo...

Baillie Gifford 2nd Aug 2023

VIDEO

Multi-asset investing: the world today – panel discussion video #3

2023 brought a new environment. Arguably, it is a more normal environment, with interest rates closer to historic averages. But it has brought a fresh set of challenges, most notably on inflation....

Adviser-Hub 31st Jul 2023

VIDEO

The toolkit needed for the new market environment – panel discussion video #2

2022 brutally exposed the limitations of a traditional diversification approach, as both bond and equity markets dropped simultaneously. But with bond yields higher and equity markets showing great...

Adviser-Hub 27th Jul 2023

VIDEO

The changing environment for multi-asset funds – panel discussion video #1

In the post financial crisis period, low interest rates and quantitative easing lifted all boats. It was both an easy time for multi-asset managers – because returns from financial assets wen...

Adviser-Hub 19th Jul 2023

Analysis & Opinion

Multi-asset investing: the world today

2023 brought a new environment. Arguably, it is a more normal environment, with interest rates closer to historic averages. But it has brought a fresh set of challenges, most notably on inflation....

Adviser-Hub 6th Jul 2023

Analysis & Opinion

The toolkit needed for the new market environment

Adviser-Hub 5th Jul 2023

Analysis & Opinion

The changing environment for multi-asset funds

In the post financial crisis period, low interest rates and quantitative easing lifted all boats. It was both an easy time for multi-asset managers – because returns from financial assets wen...

Adviser-Hub 4th Jul 2023

Partner Zone

Seeking enduring growth companies

“The philosophy stays the same, but the process should evolve,” says Alasdair McHugh, client services director on the Baillie Gifford Sustainable Growth Fund.

Baillie Gifford 30th Jun 2023

Analysis & Opinion

Premier Miton Diversified Funds

Premier Miton’s Diversified fund range offers six actively managed, directly invested multi asset funds with growth or income objectives and different risk profiles. Managed by a team of spec...

Premier Miton Investors 14th Jun 2023

Analysis & Opinion

Are investors picking up enough pennies in front of the inflation steamroller?

Emerging from last year battered and bruised by bonds as inflation ripped through the global economy, many investors are understandably asking whether they should continue to own them.

Schroders 9th Jun 2023

Analysis & Opinion

Are you ready for the Great Wealth Transfer?

A huge amount of wealth is set to pass to younger generations. Kings Court Trust has calculated that wealth transfers in the UK will exceed £355 billion in the three decades to 2047.

Adviser-Hub 31st May 2023

Analysis & Opinion

Consumer duty: delivering for consumers

The Consumer Duty is one of the most significant regulatory reforms to affect the financial services sector for many years. It will encompass the UK’s entire financial services sector, from f...

Adviser-Hub 16th May 2023

Analysis & Opinion

Understanding the rules of active and passive – and helping your clients win

The fundamental characteristics of active and passive investment are widely recognised and accepted – what’s less well understood is how sustainability fits into the picture. abrdn...

abrdn Investments 3rd May 2023

Analysis & Opinion

The outlook for corporate bonds as the economy slows

High corporate bond yields have drawn investors to the asset class since the start of the year, but the banking turmoil have proved a timely reminder of the risks. At the same time, the sector face...

Adviser-Hub 14th Apr 2023

Analysis & Opinion

After the storm: government bond markets

After a dramatic adjustment in 2022, it has been a more stable period for government bond markets. For the first time in a decade, they appear to be back to normal, providing yield, capital protect...

Adviser-Hub 11th Apr 2023

Analysis & Opinion

Turbulent markets: the impact of banking fragility

Turmoil in the banking sector has created significant volatility across bond markets in recent weeks. While the emergency rescue deal between Credit Suisse and UBS plus reassurances from central ba...

Adviser-Hub 6th Apr 2023

VIDEO

The outlook for corporate bonds as the economy slows - Panel Discussion Video #3

High corporate bond yields have drawn investors to the asset class since the start of the year, but will they still have as much appeal in a climate of rising default rates and weaker growth? Our p...

Adviser-Hub 4th Apr 2023

VIDEO

Government bond markets: back to normal? - Panel Discussion Video #2

After a dramatic adjustment in 2022, it has been a more stable period for government bond markets. Is it ‘back to normal’ for government bond markets, which can now provide yield, capit...

Adviser-Hub 3rd Apr 2023

VIDEO

Turbulent markets: the impact of banking fragility - Panel Discussion Video #1

It has been a volatile period for bond markets following the collapse of Silicon Valley Bank and the turmoil in the banking sector. While few are predicting a re-run of the credit crisis, there are...

Adviser-Hub 2nd Apr 2023

Hub Exclusives - Banner_Alternatives 33-1

Analysis & Opinion

Three sustainability themes set to dominate Europe's AGM season

As Europe’s AGM season begins, Fidelity’s Global Head of Stewardship & Sustainable Investing Jenn-Hui Tan outlines how he expects the cost of living, climate change, and diversity,...

Fidelity International 30th Mar 2023

Analysis & Opinion

A financial market reset brings opportunities for one of Baillie Gifford’s leading OEICs

Lucy Haddow, product specialist on the Managed Fund, considers the future of growth companies, reflects on a difficult market and explains why the team remains optimistic.

Baillie Gifford 20th Mar 2023

Analysis & Opinion

Why diversify your portfolio?

Most investors will broadly understand the benefits of combining assets with different attributes to reduce risk – but diversification can also be a key part of generating a consistent high i...

Capital Group 16th Mar 2023

Analysis & Opinion

Government bonds: a return to normal?

The decade-long bull market in government bonds came to an abrupt halt in 2023. Inflation revived, as the war in Ukraine and supply chain constraints pushed up energy and food prices, with interest...

Adviser-Hub 26th Jan 2023

Analysis & Opinion

Corporate bonds: compelling yields versus imminent recession

Corporate bonds have performed better than government bonds in 2022, but only just. Investment grade bonds took a greater hit from rising rates, while high yield performed marginally better as the...

Adviser-Hub 26th Jan 2023

VIDEO

Corporate bonds: compelling yields versus imminent recession

It’s been a tough year for corporate bonds, but after a widening of spreads, valuations look attractive. However, they will need to navigate recession in 2023. Can they sti...

Adviser-Hub 12th Jan 2023

VIDEO

Government bonds: a return to normal?

Government bonds lost their safe haven status in 2022, but yields are now higher than they have been in over a decade. Will government bonds assume their traditional role in a po...

Adviser-Hub 12th Jan 2023

Analysis & Opinion

2023: will inflation and interest rates change direction?

The path of inflation and interest rates has preoccupied investors in 2022. Fixed income markets have been forced to make a significant adjustment to a different economic outlook. The shift has bee...

Adviser-Hub 12th Jan 2023

VIDEO

What’s next for inflation and interest rates?

The path of inflation and interest rates has preoccupied investors in 2022. With inflationary pressures apparently easing, will central banks hold their course on rate...

Adviser-Hub 20th Dec 2022

VIDEO

Managing volatility in Asian markets

In our latest Adviser-Hub panel discussion, Jason Pidcock, manager of the Jupiter Asian Income fund, and Sunny Romo, equities investment director at M&G Investments, discuss their positioning amid vol...

Adviser-Hub 24th Oct 2022

VIDEO

The outlook for Asian stock markets

Asian markets have been volatile since the start of the year, but the region’s corporate sector is showing real resilience. There is a wealth of choice among businesses geared to long-term structural...

Adviser-Hub 23rd Oct 2022

VIDEO

Will Asia catch the world’s cold?

The global economy is facing significant challenges, from rising inflation, to higher interest rates to supply chain problems. Asia is not immune, but with less debt and stronger growth, the region’s...

Adviser-Hub 18th Oct 2022

Analysis & Opinion

The appeal of banks and oil

BNY Mellon UK Income portfolio manager David Cumming explains why the strategy has a tilt towards banks and oil.

BNY Mellon Investment Management 18th Oct 2022

Analysis & Opinion

Responding to volatility in Asian markets

In spite of a stronger economic outlook, Asian equities have tracked the ups and downs of global financial markets for the year to date.

Adviser-Hub 5th Oct 2022

Analysis & Opinion

Asian stockmarkets: looking ahead

Asian stock markets have not escaped the volatility seen in financial markets since the start of the year. Many of the patterns have been the same: a preference for value over growth, a focus on highe...

Adviser-Hub 26th Sep 2022

Analysis & Opinion

Can Asia side-step the world’s economic problems?

Growth is in short supply across the world as inflationary pressures weigh on spending. However, Asian economies are not experiencing the downturn in the same way: inflationary pressures are lower and...

Adviser-Hub 22nd Sep 2022

Analysis & Opinion

Sustainable investing’s coming of age

Sustainable investing has undergone some criticism since the start of the year. Jamie Harvey, Lead Portfolio Manager of the Fidelity Sustainable Global Equity Fund, assesses the challenges and opportu...

Fidelity International 6th Sep 2022

Analysis & Opinion

Stronger pension nudges: final rules and guidance

On 1 December 2021 the FCA published the final rules and guidance for firms on the stronger nudge to Pension Wise guidance PS21/21. These new rules came into effect from 1 June 2022. Paul Squirrell, H...

Fidelity Adviser Solutions 14th Jul 2022

Analysis & Opinion

EV charging ahead

First Sentier Investors’ Peter Meaney and Kate Turner assess the challenges and investment opportunities presented by rising demand for electric vehicles (EV).

FSSA Investment Managers 11th Jul 2022

VIDEO

The development of impact investment

Impact investment is evolving as reporting improves. Investors can now see how their capital is influencing the world around them.

Adviser-Hub 7th Jul 2022

VIDEO

Are regulatory changes making a difference?

2021 was a landmark year for sustainable investment legislation. Three fund managers explain how it has changed corporate behaviour.

Adviser-Hub 7th Jul 2022

VIDEO

The importance of engagement in delivering change

Fund managers are prioritising engagement as the most effective tool to bring about changes in corporate behaviour. Three fund groups explain how it works in practice.

Adviser-Hub 29th Jun 2022

VIDEO

The shifting landscape of sustainable investment

Sustainable investment has been focused on climate issues, but fund management groups are broadening their priorities. Three fund groups discuss the new environment.

Adviser-Hub 22nd Jun 2022

Analysis & Opinion

Finding places to hide

Inflation is at a pivotal point, says Suzanne Hutchins, manager of BNY Mellon’s Real Return strategy.

BNY Mellon Investment Management 22nd Jun 2022

VIDEO

The impact of the Ukraine crisis on sustainable investment

Russia’s attack on Ukraine has forced global governments to think hard about energy security. Three fund groups discuss the implications for the sustainable investment landscape.

Adviser-Hub 16th Jun 2022

Analysis & Opinion

Why dividends tell us that earnings may be overbaked

Despite developing headwinds, the market still expects earnings to trend higher through 2023. Dividends, however, tell a rather different story. Portfolio Manager Abrie Pretorius explains why dividend...

Ninety One 30th May 2022

Analysis & Opinion

Regulation: the evolving UK landscape

This has been an important period for sustainability regulation. Europe has led the way, implementing the Sustainable Finance Disclosure Regulation in May 2021, following the EU taxonomy in June 2020....

Adviser-Hub 24th May 2022

Analysis & Opinion

Net Zero: do we really understand what it means?

Reaching Net Zero is a massive undertaking that requires co-operation on a global scale. We all have a role to play, both as individuals and as investors. As demand for sustainable investment solution...

Schroders 18th May 2022

Analysis & Opinion

What’s new in ESG?

The initial focus for sustainable investors has been around decarbonisation and changing the way the world uses energy. However, it is increasingly clear that investors also hold the power to change t...

Adviser-Hub 16th May 2022

Analysis & Opinion

The impact of the Ukraine crisis on sustainable investment

The war in Ukraine will have far-reaching ramifications for the economic and geopolitical landscape for some time to come. It has also pushed governments, corporates and individuals to look at the way...

Adviser-Hub 9th May 2022

Analysis & Opinion

Energy shock: looking at both sides of the coin

The energy shock facing consumers requires environmental solutions on both the demand and the supply side of the energy equation. While this is set to boost usage of existing energy-efficient technolo...

Jupiter Asset Management 5th May 2022

Analysis & Opinion

Inflation: why the ‘hard asset’ mantra needs a rethink

Inflation is set to continue its rise. Historically, tangible ‘hard’ assets have outperformed financial assets in similar environments – but it’s not as simple as that.

Ninety One 1st Apr 2022

VIDEO

Handling the year ahead: how fund managers are adapting their portfolios

Financial markets in 2022 are likely to break with recent history. We ask two fund managers with flexible strategies how they are positioning for the year ahead.

Adviser-Hub 23rd Mar 2022

Analysis & Opinion

The climate challenge and the role investors can play

Climate change poses a threat to natural habitats, human populations and the economy, but there are compelling long-term opportunities for companies.

M&G Investments 21st Mar 2022

VIDEO

Reversal of fortunes: asset class outlook for 2022

For the past decade, there has really only been one trade in town – the long duration trade. Today, the landscape looks different: how will this affect asset classes in the year ahead?

Adviser-Hub 14th Mar 2022

Analysis & Opinion

Analyst survey 2022: reality bites for ESG

Analysts report a growing emphasis on ESG among companies around the world.

Fidelity International 14th Mar 2022

VIDEO

This time it's different: what will drive markets in the year ahead?

2022 promises to be a very different kind of year for financial markets. In particular, rising rates and higher inflation will reshape the landscape. Does anything else have the power to surprise mark...

Adviser-Hub 7th Mar 2022

Analysis & Opinion

Handling the year ahead: how fund managers are adapting their portfolios

We ask two fund managers with flexible strategies how they are positioning for the year ahead.

Adviser-Hub 28th Feb 2022

Analysis & Opinion

Reversal of fortunes: asset class outlook for 2022

For investors that have got it right, it has been an easy way to grow wealth. However, that may be all about to change.

Adviser-Hub 17th Feb 2022

Analysis & Opinion

2022: what will drive markets in the year ahead?

2022 promises to be a very different kind of year. The environment of loose monetary policy and benign inflation that has characterised the decade or more since the financial crisis is starting to shi...

Adviser-Hub 8th Feb 2022

VIDEO

Adviser-Hub Rethinking Income Panel Discussion: Predictable income: is it possible?

Hosted by Cherry Reynard with Simon Young - Portfolio Manager, UK Equities, AXA Investment Managers/ Jan Oliver - Partner, Income Strategies, Baillie Gifford/ Jason Borbora-Sheen - Portfolio Manager,...

Adviser-Hub 9th Jun 2021

VIDEO

Adviser-Hub Rethinking Income Panel Discussion: Casting a wider net for growing income

Adviser-Hub 3rd Jun 2021

VIDEO

Adviser-Hub Rethinking Income Panel Discussion: Can income’s big hitters revive?

Adviser-Hub 26th May 2021

Analysis & Opinion

Predictable income: is it possible?

What is their secret for generating reliable income and are they optimistic for the year ahead?

Adviser-Hub 21st May 2021

Analysis & Opinion

Casting a wider net

With fixed income a tough place to generate income and dividend payouts still uncertain, investors have cast a wider net to shore up their income.

Adviser-Hub 13th May 2021

Analysis & Opinion

Can income’s big hitters revive?

Equity income and bonds have traditionally done the heavy lifting in income portfolios. However, both areas came under pressure in 2020.

Adviser-Hub 6th May 2021

VIDEO

The weak spots in adviser ESG strategies: Measurement and performance

Hosted by Cherry Reynard with Jake Moeller - Senior Investment Consultant, Square Mile/ Ben Constable Maxwell - Head of Sustainable and Impact Investing, M&G Investments/ Toby Gibb - Global Head of In...

Adviser-Hub 28th Apr 2021

VIDEO

The weak spots in adviser ESG strategies: Do advisers have the tools to build a balanced portfolio?

Adviser-Hub 21st Apr 2021

VIDEO

The weak spots in adviser ESG strategies: Constructing a portfolio

Adviser-Hub 15th Apr 2021

Analysis & Opinion

Picking the right sustainable fund: three questions to ask

There is more choice than ever for those that want to invest with purpose. There will be vanilla ESG funds, through to highly specialised impact or thematic funds.

Adviser-Hub 30th Mar 2021

Analysis & Opinion

Is your ESG manager any good?

One of the thorniest issues for advisers has been how to measure ESG, impact or sustainable fund performance and then explain that performance clearly to clients.

Adviser-Hub 24th Mar 2021

Analysis & Opinion

The right tools: is it possible to build a balanced ESG portfolio?

Just in case anyone still thought that ESG was a fad, 2020 showed otherwise.

Adviser-Hub 16th Mar 2021

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