articles from Adviser-Hub

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Articles tagged: INFOGRAPHICS

Analysis & Opinion

EM equities: five factors point to a rebound

The emerging market (EM) equity asset class has approached a turning point more than once over recent years.

Ninety One 13th Nov 2024

Analysis & Opinion

Public Enemy were right: don’t believe the hype

Momentum has been a popular investment strategy in recent years, but glory hunting is likely to result in high costs and mediocre returns. Schroders examines data showing the perils of chasing past...

Schroders 30th Oct 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

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

How to invest with confidence in a US election year

Pension legislation can never be described as straightforward. Judging by Fidelity Adviser Solutions’ Pension Forum, the intricacies of the new lifetime allowance (LTA) replacement regime are...

Fidelity Adviser Solutions 4th Aug 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

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

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

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

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

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

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

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

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