Global update: What next for Brexit?
The long-running Brexit saga took a new twist in September as the clock continued to tick towards its Hallowe’en deadline.
Adviser Hub 3rd Oct 2019
The Week: Does manufacturing matter?
As US manufacturing slides, how important is it for global economic growth? And would trade talks resolve the problem?
Adviser Hub 2nd Oct 2019
Global update: Parliament’s suspension creates controversy
The prospect of a no-deal Brexit crept closer during August as Prime Minister Boris Johnson announced that Parliament would be suspended.
Adviser Hub 4th Sep 2019
The Week: Global dividend growth slips as corporate profits dip
The deceleration in the global economy is making an impact on global dividends, finds the latest Henderson Global Dividend Index.
Adviser Hub 22nd Aug 2019
Global update: US/China trade war escalates
Prime Minister Theresa May finally announced that she was resigning as leader of the Conservative Party on 7 June. Her decision triggered a leadership contest alongside rising concerns over the possib...
Adviser Hub 4th Jun 2019
The Week: A revival in Japan?
Against all expectations, the Japanese economy grew at robust pace of 2.1% in the first quarter of 2019.
Adviser Hub 30th May 2019
Fidelity International | Dan Roberts on economic expansion and current opportunities
FundCalibre research analyst Ryan Lightfoot-Brown sits down with Dan Roberts, fund manager of Elite Rated Fidelity Global Dividend to get his thoughts on the "longest running equity bull market". You...
Fidelity International 30th Apr 2019
Global update: Brexit postponed…
“Brexit Day” – 29 March – came and went, but the UK remained in the EU. The UK was forced to seek an extension to the Article 50 process as Prime Minister Theresa May failed to get her Brexit deal thr...
Adviser Hub 9th Apr 2019
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.
Adviser Hub 28th Mar 2019
Subdued outlook for inflation
The outlook for Japan’s key export market appears clouded, dampened by the ongoing trade conflict between the US and China. Exports fell at an annualised rate of 3.9% in December, curbed by slower dem...
Adviser Hub 25th Feb 2019
Video: Japan: global growth & record profits
Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Adviser Hub 23rd Jan 2019
Enlightenment Funds Magazine – Read the latest issue
Read Enlightenment, the quarterly digital magazine that puts Baillie Gifford’s funds in the spotlight, giving you the chance to access insights from the teams that manage them. In the latest iss...
Baillie Gifford 15th Jan 2019
2018: worst year since 2008 for equity markets
2018 proved to be the worst year for global markets since 2008. The MSCI World Index fell by 10.4% over the year as a whole, dragged down by widespread economic and political concerns. Markets seesawe...
Adviser Hub 7th Jan 2019
The Yield Curve: Economic Outlook for 2019
The yield curve gap has been a powerful and accurate predictor of recessions over the last 40 years. This month, we examine the recent movements in the yield curve and the implications of the shape of...
Adviser Hub 19th Dec 2018
Japan faces economic headwinds in 2019
Japan’s economy contracted at an annualised rate of 2.5% during the third quarter of 2018, compared with an earlier calculation of -1.2%. Activity was curtailed during the year by a series of natural...
Adviser Hub 18th Dec 2018
Deal or no deal … or no Brexit at all?
Months of Brexit speculation and uncertainty came to a head in November as the UK and the EU finally succeeded in reaching a Brexit deal. MPs will vote on the deal on 11 December, but there are doubts...
Adviser Hub 7th Dec 2018
Natural disasters dampen Japan’s growth
Japan’s economy shrank during the three months to September, contracting at an annualised rate of 1.2%. Spending and export activity were hampered over the summer by a series of natural disasters. Els...
Is Japan finally seeing a return to a dividend culture?
Japan often has a reputation for low dividend payments. Karen See, Investment Manager, explains why this has not always been the case and might not be in the future.
Baillie Gifford 14th Nov 2018
Enlightenment - new funds magazine
Read Enlightenment, the quarterly digital magazine that puts Baillie Gifford’s funds in the spotlight, giving you the chance to access insights from the teams that manage them.
Baillie Gifford 24th Oct 2018
Inflation picks up in Japan
September 2018 as expected, the Bank of Japan kept its monetary policy unchanged in September, maintaining its short-term interest rate target at minus 0.1% and an annual target of around 80 trilli...
Adviser Hub 5th Oct 2018
EU rejects Chequers plan
he possibility of a hard Brexit came more sharply into focus during September as an EU summit in Salzburg rejected Prime Minister Theresa May’s Chequers plan. European Council (EC) President Don...
Adviser Hub 2nd Oct 2018
A new Prime Minister for Australia
August 2018 The share prices of larger companies performed better than their medium-sized counterparts during August. Over the month as a whole, the Nikkei 225 Index rose by 1.4%, while the Topix I...
Adviser Hub 5th Sep 2018
Invesco | Japan - more of the same?
In this video, Head of Japanese Equities Paul Chesson discusses: his outlook for the Japanese economy, efforts taken to simulate the stubbornly low inflation rate, how US Government imposed trade tari...
Invesco 28th Aug 2018
Trade fears stoke bond yields
Global bond yields generally rose during July as escalating trade tensions undermined investors’ confidence. Nevertheless, despite concerns over the possible impact of the deepening trade wars, Federa...
Adviser Hub 14th Aug 2018
Trade fears dampen confidence
July 2018 Concerns over the impact of trade wars is starting to affect confidence amongst Japanese companies, according to the Bank of Japan’s quarterly Tankan survey of business sentiment. O...
Deal or no deal?
Investors became increasingly preoccupied by the possibility of a “no-deal” Brexit during July as the UK’s Parliament broke up for the summer recess. Although Chief EU Brexit negotiator Michel Barnier...
Adviser Hub 9th Aug 2018
Rising demand for “safe havens”
June 2018 Demand for investments perceived to be “safe havens” – such as US Treasury Bonds, the Japanese yen and the Swiss franc – was boosted during the month by concerns o...
Adviser Hub 16th Jul 2018
Asian economies vulnerable to trade tensions
May 2018 Economic growth in Asian countries – particularly Singapore and Hong Kong – is still heavily reliant on merchandise exports, according to Moody’s Investors Service, and e...
Adviser Hub 11th Jun 2018
Trade wars on the horizon
May 2018 Corporate news took a back seat during May as political developments directed investor sentiment. The possibility of an international trade war moved closer during the month as the US pres...
Adviser Hub 4th Jun 2018
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
Yen spikes in March
March 2018 President Trump’s proposed trade tariffs on steel and aluminium knocked investor sentiment in Asia during March, amid fears of a trade war. The Japanese yen spiked against the US d...
Adviser Hub 17th Apr 2018
Asian markets weakened in February
February 2018 Like many other major equity markets around the world, stock indices in Asia fell sharply during February amid speculation that US monetary policy might begin to tighten more quickly...
Adviser Hub 14th Mar 2018
What has driven stockmarket returns and what will drive them in future?
When we look back over the past three years, investors have earned remarkably similar returns in local currency terms in very different parts of the world. UK, eurozone, Japanese and emerging marke...
Schroders 19th Feb 2018
The Nikkei 225 Index hits its highest level since 1991
January 2018 Following the US’s rejection of the Trans-Pacific Partnership (TPP), the remaining 11 participants have agreed to sign a trade deal in Chile in March. The pact will include Austr...
Adviser Hub 14th Feb 2018
It is actually different this time…
January 2018 It is actually different this time... The problem - the normal rules of engagement no longer apply While we can spend many hours contemplating the rights and wrongs of the great...
Various 23rd Jan 2018
What's the plan in Japan
January 2018 Japan has been a big hit with investors in 2017, but we’ve been here before. Can the stock market continue to deliver for investors in 2018? Japan has been a big hit with i...
Adviser Hub 11th Jan 2018
Brexit negotiations are cleared to move on
December 2017 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...
Adviser Hub 10th Jan 2018
M&G Investments | M&G Equities Market Perspective: Time to look at opportunities in Japanese equities?
In this month’s update Ritu Vohora, M&G’s Investment Director, looks at why the case for Japan is the strongest it has been in many years.
M&G Investments 18th Sep 2017
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