Adviser Hub articles

Articles tagged: Market Briefings
Article-Buildings-FED-01-2019 Analysis & Opinion

Fed cuts rates in September

As expected, the US central bank implemented its second cut in interest rates since 2008 during September.

Adviser Hub 15th Oct 2019

Article-London-01-2019 Analysis & Opinion

Politics dominate in September

UK investors’ attention was largely absorbed by Brexit during September.

Adviser Hub 15th Oct 2019

Article-London-01-2019 Analysis & Opinion

Counting down to Hallowe’en

As Brexit rumbled towards its Halloween deadline, investors’ attention during September was absorbed by a series of political developments.

Adviser Hub 15th Oct 2019

Article-Chart-03-2019 Analysis & Opinion

Deal or no deal?

Gilts experienced a choppy September as speculation over the likelihood of a Brexit deal ebbed and flowed in response to political developments.

Adviser Hub 15th Oct 2019

Article-Chart-01-2019 Analysis & Opinion

Further monetary easing in September

Following interest-rate cuts in India, Thailand and New Zealand in August, central banks in Russia and Brazil cut their key interest rates during September.

Adviser Hub 15th Oct 2019

Article-Europe-01-2019 Analysis & Opinion

ECB restarts QE

During September, the European Central Bank (ECB) announced another programme of economic stimulus measures designed to shore up the eurozone’s faltering economy.

Adviser Hub 15th Oct 2019

Article-China-01 Analysis & Opinion

Trade conflict hits China’s exports

The People’s Bank of China cut its reserve ratio – the amount of cash that banks have to hold in reserve – during September, releasing liquidity totalling 900 billion yuan.

Adviser Hub 15th Oct 2019

Article-Japan-01-2019 Analysis & Opinion

Japan’s economic growth disappoints

Japan’s second-quarter economic growth proved disappointing for investors, as initial calculations of annualised growth of 1.8% were downgraded to a more muted 1.3%. On a quarter-on-quarter basis, the...

Adviser Hub 15th Oct 2019

Article-Global-01-2019 Analysis & Opinion

Market briefings looking back at September

A selection of articles, written by our expert investment writers that cover the markets looking back through September.

Adviser Hub 15th Oct 2019

Article-London-01-2019 Analysis & Opinion

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

Article-Chart-04-2019 Analysis & Opinion

Bond yields plunge in August

Bond yields slid during August as nervous investors headed for perceived “safe-haven” assets such as government bonds and gold.

Adviser Hub 16th Sep 2019

Article-Europe-01-2019 Analysis & Opinion

Storm clouds gathering over Germany

Confidence over the outlook for Europe’s economy continued to deteriorate during August amid mounting concerns over Germany’s prospects.

Adviser Hub 16th Sep 2019

Article-Grow-01-2019 Analysis & Opinion

Renminbi falls to lowest level since 2008

China’s renminbi fell to its lowest level against the US dollar for 11 years during August.

Adviser Hub 16th Sep 2019

Article-Japan-01-2019 Analysis & Opinion

What next for Japan’s monetary policy?

Japan achieved its third straight quarter of economic growth during the three months to June, growing at an annualised rate of 1.8% and easing pressure on the Bank of Japan to implement further moneta...

Adviser Hub 16th Sep 2019

Article-Global-01-2019 Analysis & Opinion

Market briefings looking back at August

A selection of articles, written by our expert investment writers that cover the markets looking back through August.

Adviser Hub 16th Sep 2019

Article-Japan-01-2019 Analysis & Opinion

Fresh salvoes in the US/China trade conflict

The trade war between the US and China continued to rage in August. President Trump revealed further tariff increases on Chinese imports to the US; in response, China announced that it would impose ad...

Adviser Hub 16th Sep 2019

Article-Chart-05-2019 Analysis & Opinion

Equity income remains out of favour

Although bond yields have continued to fall to record lows, income-seeking investors do not appear to be moving towards UK equity income, daunted by a backdrop of ongoing political and economic uncert...

Adviser Hub 16th Sep 2019

Article-London-01-2019 Analysis & Opinion

Uncertainties drive down share prices

August proved both busy and controversial for UK investors, and share prices remained unsettled throughout the month.

Adviser Hub 16th Sep 2019

Article-Chart-03-2019 Analysis & Opinion

Gilt yields plummet in August

Gilt yields plunged during August as nervous investors sought the perceived safety of government bonds and gold.

Adviser Hub 16th Sep 2019

Article-London-01-2019 Analysis & Opinion

Weak pound boosts share prices in July

UK equity prices generally rose during July as intensifying speculation over the possibility of a no-deal Brexit drove down the pound’s value against the US dollar and the euro.

Adviser Hub 19th Aug 2019

Article-London-01-2019 Analysis & Opinion

Sterling falls on no-deal speculation

Sterling fell sharply against the US dollar and euro during July as the prospect of a no-deal Brexit began to appear increasingly possible.

Adviser Hub 19th Aug 2019

Article-Chart-04-2019 Analysis & Opinion

No-deal plans drive down gilt yields

Mounting fears that the UK will leave the EU without a deal on 31 October drove down the value of the pound against the US dollar and the euro during July.

Adviser Hub 19th Aug 2019

Article-Chart-01-2019 Analysis & Opinion

Central banks around the world cut rates

Investors saw a raft of interest-rate cuts during July, as central banks sought to address slowing economic growth and subdued inflationary pressures.

Adviser Hub 19th Aug 2019

Article-Grow-01-2019 Analysis & Opinion

China’s slowdown continues

China’s economy continued its slowdown during the second quarter of 2019, expanding at an annualised rate of 6.2%. The country’s economy grew by 6.4% during the first quarter.

Adviser Hub 19th Aug 2019

Article-Global-01-2019 Analysis & Opinion

Market briefings looking back at July

A selection of articles, written by our expert investment writers that cover the markets looking back through July.

Adviser Hub 19th Aug 2019

Article-Japan-01-2019 Analysis & Opinion

Australia and South Korea cut interest rates

Confidence amongst large Japanese manufacturers continued to deteriorate, according to the Bank of Japan’s quarterly Tankan survey.

Adviser Hub 19th Aug 2019

Article-Europe-01-2019 Analysis & Opinion

Deteriorating outlook for Europe

The outlook for economic growth in the eurozone has continued to weaken.

Adviser Hub 19th Aug 2019

Article-Buildings-FED-01-2019 Analysis & Opinion

Fed cuts rates for the first time since 2008

US equity markets reached new closing highs during July, and the S&P 500 Index breached 3,000 points for the first time ever.

Adviser Hub 19th Aug 2019

Article-Chart-01-2019 Analysis & Opinion

Global update: Possibility of “no deal” moves closer

Boris Johnson beat Jeremy Hunt during July to become the new leader of the Conservative Party and the UK’s new Prime Minister.

Adviser Hub 1st Aug 2019

Article-Chart-04-2019 Analysis & Opinion

UK equity funds move back into favour

UK share prices rose and equity yields fell in June in the face of ongoing political uncertainty. The unfolding story of Brexit entered a new chapter during the month as the Conservative Party.

Adviser Hub 10th Jul 2019

Article-Japan-01-2019 Analysis & Opinion

Trade tensions hit growth in Asia

Economic growth picked up in Japan during the first quarter of 2019, despite the continuing trade tensions between the US and China.

Adviser Hub 10th Jul 2019

Article-Grow-01-2019 Analysis & Opinion

Trade negotiations reopen

The trade relationship between China and the US continued to dominate investor sentiment during June.

Adviser Hub 10th Jul 2019

Article-Europe-01-2019 Analysis & Opinion

Further stimulus to come?

Following the extension to the Brexit deadline, the European Commission urged companies to ‘take advantage of the extra time” to make their preparations.

Adviser Hub 10th Jul 2019

Article-Chart-01-2019 Analysis & Opinion

Central banks start to ease

Bond yields continued their decline into June: prices rose as several central banks loosened their monetary policy stance.

Adviser Hub 10th Jul 2019

Article-London-01-2019 Analysis & Opinion

Gradual tightening strategy remains intact

UK government bond yields fell over the first six months of 2019, boosted by rising demand for gilts driven by political uncertainty.

Adviser Hub 10th Jul 2019

Article-London-01-2019 Analysis & Opinion

Political distraction

Three years on from the Brexit referendum – and three months after the Brexit deadline was extended – the issue of Brexit remained unresolved.

Adviser Hub 10th Jul 2019

Article-Chart-04-2019 Analysis & Opinion

UK equity funds move back into favour

UK share prices rose and equity yields fell in June in the face of ongoing political uncertainty. The unfolding story of Brexit entered a new chapter during the month as the Conservative Party.

Adviser Hub 10th Jul 2019

Article-America-02-2019 Analysis & Opinion

Rate cut on the horizon

Trade developments continued to absorb attention during June. Having imposed tariffs on Mexican imports in May President Donald Trump suspended them “indefinitely”.

Adviser Hub 10th Jul 2019

Article-Global-01-2019 Analysis & Opinion

Market briefings looking back at June

A selection of articles, written by our expert investment writers that cover the markets looking back through June.

Adviser Hub 10th Jul 2019

Article-Japan-01-2019 Analysis & Opinion

Economic outlook dims for Japan

Notwithstanding some encouraging economic data, Japan’s Government downgraded its view on the country’s economy during May.

Adviser Hub 12th Jun 2019

Article-Grow-01-2019 Analysis & Opinion

Trade wars bite

Although the US and China had been widely expected to agree a trade deal, US President Donald Trump instead confounded hopes.

Adviser Hub 12th Jun 2019

Article-Europe-01-2019 Analysis & Opinion

Slowing European growth

Although European investors generally welcomed the results of the European Parliamentary elections, share prices across the region generally fell heavily amid concerns over Europe’s economic outlook a...

Adviser Hub 12th Jun 2019

Article-London-01-2019 Analysis & Opinion

Brexit worries fuel demand for gilts

Amid rising speculation over the likelihood of a no-deal Brexit, gilt prices surged and yields plummeted in May as investors scrambled for investments perceived to be safe havens.

Adviser Hub 12th Jun 2019

Article-Europe-01-2019 Analysis & Opinion

Brexit tensions intensify in May

Escalating political upheaval knocked investors’ confidence in May, and share prices suffered.

Adviser Hub 12th Jun 2019

Article-America-02-2019 Analysis & Opinion

The “Tariff Man” strikes again

Having hit new highs during April, share prices plummeted in May as the trade war between the US and China took an unexpected turn.

Adviser Hub 12th Jun 2019

Article-Global-01-2019 Analysis & Opinion

Market briefings looking back at May

A selection of articles, written by our expert investment writers that cover the markets looking back through May.

Adviser Hub 12th Jun 2019

Article-Chart-01-2019 Analysis & Opinion

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

Article-America-02 Analysis & Opinion

US share indices hit fresh highs

Economic growth picked up in the US during the first quarter of 2019. Having expanded by 2.2% year on year in the final quarter of 2018, the US economy grew.

Adviser Hub 14th May 2019

Article-Chart-03-1 Analysis & Opinion

UK dividend growth set to continue

Dividend payouts from UK companies reached a new first-quarter record during the first three months of 2019.

Adviser Hub 14th May 2019

Article-Chart-01-1 Analysis & Opinion

Europe weakens

Demand for government bonds generally rose during April against a backdrop of intensifying concerns over the global economic outlook.

Adviser Hub 14th May 2019

Article-Europe-01 Analysis & Opinion

Eurozone stages a rally

The eurozone’s economy rebounded during the first three months of 2019, posting quarter-on-quarter growth of 0.4%. Italy emerged from recession, supported by export activity.

Adviser Hub 14th May 2019

Article-Grow-01 Analysis & Opinion

Dovish Fed boosts sentiment towards emerging markets

Sentiment towards emerging markets has improved recently, boosted by a more dovish rhetoric from the US Federal Reserve.

Adviser Hub 14th May 2019

Article-Japan-01 Analysis & Opinion

Bank of Japan provides additional guidance

Japan’s interest rates will remain unchanged until the beginning of 2020 at the earliest, according to the BoJ’s updated guidance.

Adviser Hub 14th May 2019

Article-Global-01-2019 Analysis & Opinion

Market briefings looking back at April

A selection of articles, written by our expert investment writers that cover the markets looking back through April.

Adviser Hub 14th May 2019

Article-Europe-01 Analysis & Opinion

Another six months …

The new Brexit deadline of 31 October has given UK MPs an additional six months to reach agreement.

Adviser Hub 13th May 2019

Article-Chart-05-1 Analysis & Opinion

Brextension eases demand for gilts

Demand for UK government bonds slipped during April: prices fell and yields rose as a six-month extension to Brexit allayed investors’ immediate concerns over the prospect of a disorderly no-deal scen...

Adviser Hub 13th May 2019

Article-Europe-01-2019 Analysis & Opinion

Global update: Brextension

Having delayed Brexit from 29 March to 12 April, Prime Minister Theresa May agreed a new Brexit deadline of 31 October with EU leaders.

Adviser Hub 2nd May 2019

Article-Building-Fed-01 Analysis & Opinion

Bull market celebrates its tenth birthday

The US bull market became the longest bull market in the history of the S&P 500 Index during March, celebrating its ten-year anniversary on 9 March. Nevertheless, optimism amongst investors has been d...

Adviser Hub 17th Apr 2019

Article-London-01 Analysis & Opinion

“Hope dies last”

Having tried – and failed – to get her Brexit deal through the House of Commons three times, Prime Minister Theresa May was obliged to seek an extension to the Article 50 process. Brexit Day was postp...

Adviser Hub 17th Apr 2019

Article-Chart-03-1 Analysis & Opinion

Brexit puzzle remains unsolved

The Brexit conundrum remained unsolved as March drew to a close, and the UK remained in the EU as Brexit Day was pushed out to 12 April. The yield on the FTSE 100 Index declined over March.

Adviser Hub 17th Apr 2019

Article-Chart-03-1 Analysis & Opinion

European slowdown drives demand for bonds

Fears of an economic slowdown in Europe rattled investors during March, and European government bond yields fell as investors sought perceived safe havens.

Adviser Hub 17th Apr 2019

Article-Chart-01-1 Analysis & Opinion

European slowdown

Interest rates in the eurozone are not expected to rise until next year at the earliest, according to the European Central Bank (ECB).

Adviser Hub 17th Apr 2019

Article-China-01 Analysis & Opinion

China cuts economic forecast

China’s leaders cut their economic growth forecast for 2019 to 6% to 6.5%, compared with last year’s target of around 6.5%.

Adviser Hub 17th Apr 2019

Article-Japan-01 Analysis & Opinion

Clouds over Japan’s economy

Confidence amongst Japanese businesses deteriorated over the first three months of 2019, according to the Bank of Japan’s (BoJ’s) quarterly Tankan survey of business sentiment.

Adviser Hub 17th Apr 2019

Article-Global-01-3 Analysis & Opinion

Market briefings looking back at March

A selection of articles written by our expert investment writers, covering the markets looking back through March.

Adviser Hub 17th Apr 2019

Article-Building-04 Analysis & Opinion

Italian bond yields rise

Government bond yields in Italy rose sharply during February as a decline in confidence pushed up borrowing costs. Sentiment was knocked by a combination of factors...

Adviser Hub 7th Mar 2019

Article-Chart-03-2 Analysis & Opinion

Brexit question remains unanswered

UK share prices generally rose during February, despite the fact that the pressing issue of Brexit remained unresolved.

Adviser Hub 7th Mar 2019

Article-DonaldTrump-01 Analysis & Opinion

Hopes of a trade deal

US equity markets rose during February as investor sentiment was buoyed by hopes that the US and China will finally manage to reach agreement on their long-running trade dispute.

Adviser Hub 6th Mar 2019

Analysis & Opinion

Market briefings looking back at February

A selection of articles written by our expert investment writers, covering the markets looking back through February.

Adviser Hub 6th Mar 2019

Article-Chart-01-1 Analysis & Opinion

End of trade dispute within sight?

Despite signs of an ongoing economic slowdown in China, share prices performed strongly during February. The US announced that it would postpone its planned tariff increases on Chinese exports.

Adviser Hub 6th Mar 2019

Article-Chart-03-2 Analysis & Opinion

“No breakthrough in sight”

Further “robust but constructive” Brexit talk between Prime Minister Theresa May and European Commission President Jean-Claude Juncker yielded no change in February.

Adviser Hub 6th Mar 2019

Analysis & Opinion

Market briefings looking back at January

A selection of articles written by our expert investment writers, covering the markets looking back through January.

Adviser Hub 4th Feb 2019

Headers-Global-AO-01 Analysis & Opinion

Market briefings looking back at December

The below selection of articles have been written by our expert investment writers and cover the markets looking back through December.

Adviser Hub 18th Jan 2019

Article-Cities-Japan-AO-01_1 Analysis & Opinion

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

Article-Emerging-AO-01_1.jpg Analysis & Opinion

Emerging markets underperform over 2018

Emerging markets performed better than broader world markets during December, but underperformed global markets over 2018. Following a protracted war over trade tariffs, China and the US finally agree...

Adviser Hub 18th Dec 2018

Article-Europe-AO-01_1 Analysis & Opinion

EU initiates Brexit contingency measures

Despite concerns that the eurozone’s economic expansion is showing signs of faltering, the European Central Bank confirmed that its programme of quantitative easing measures was ending at the end of 2...

Adviser Hub 18th Dec 2018

Article-Charts-AO-01_1 Analysis & Opinion

Rising risks to sovereign ratings

After a challenging 2018, risks to sovereign ratings are set to intensify in 2019. According to credit ratings agency Fitch, global financial conditions are tightening, political and geopolitical fact...

Adviser Hub 18th Dec 2018

Article-Cities-London-AO-01_1 Analysis & Opinion

Choppy December for UK gilt yields

UK government bonds endured a choppy December as investor sentiment was dictated by Brexit and mounting fears of a no-deal scenario. Parliament was scheduled to hold a “meaningful vote” on Prime Minis...

Adviser Hub 17th Dec 2018

Article-DowningStreet-01_1 Analysis & Opinion

Mounting fears of a no-deal Brexit

Newsflow and investor sentiment were dominated by Brexit in December. Having managed to agree a Brexit deal with the EU in November, Prime Minister Theresa May later took the controversial decision to...

Adviser Hub 17th Dec 2018

Article-Charts-AO-04_1 Analysis & Opinion

UK equity yields surged over 2018

UK equity markets continued their downward trend into December amid intensifying speculation over the possibility of a no-deal Brexit. Although the government managed to reach an agreement with the EU...

Adviser Hub 17th Dec 2018

Analysis & Opinion

Partial shutdown for the US government

Although US equity markets hit record highs during 2018, they ended the year in negative territory, pulled down by concerns over trade tensions, rising interest rates, a partial shutdown of the federa...

Adviser Hub 10th Dec 2018

Article-Global-AO-01_1.jpg Analysis & Opinion

Market briefings looking back at November

The below selection of articles have been written by our expert investment writers and cover the markets looking back through November.

Adviser Hub 7th Dec 2018

Headers-Global-AO-01 Analysis & Opinion

Market briefings looking back through October

The below selection of articles have been written by our expert investment writers and cover the markets looking back through October. Asian Japan markets review Asian markets drop in Oct...

Adviser Hub 13th Nov 2018

Article-Cities-London-AO-01_1-1 Analysis & Opinion

A Brexit deal remains elusive

October 2018 UK share prices fell sharply during October as investors became increasingly rattled by a combination of factors, including concerns over global growth and worries over Brexit. Chancel...

Adviser Hub 9th Nov 2018

Article-Cities-America-AO-01_1-1 Analysis & Opinion

Sharp falls in US share prices

February 2018 Having risen by over 25% over 2017, the Dow Jones Industrial Average Index fell during February to levels last seen at the end of November. Investors were troubled by evidence that in...

Adviser Hub 23rd Oct 2018

Article-Cities-London-AO-01_1 Analysis & Opinion

Mining sector fuels Q2 dividend growth

The second quarter is an important one for UK equity income investors, as it accounts for one-third of total annual dividends. Underlying dividend growth rose at an annualised rate of 7.1% during the...

Adviser Hub 14th Aug 2018

Article-Charts-AO-03_1 Analysis & Opinion

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

Article-Cities-Japan-AO-01_1 Analysis & Opinion

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...

Adviser Hub 14th Aug 2018

Article-Emerging-AO-01_1.jpg Analysis & Opinion

No winners in a global trade war

July 2018 During July, President Donald Trump imposed US$34 billion in tariffs on Chinese goods, prompting China to respond with US$34 billion of levies on US imports. The US announced plans to imp...

Adviser Hub 14th Aug 2018

Article-Europe-AO-01_1 Analysis & Opinion

Junker and Trump discuss trade

As the US imposed controversial tariffs on Chinese imports – and China responded in kind – President Donald Trump met with European Commission President Jean-Claude Juncker. The two parties agreed to...

Adviser Hub 9th Aug 2018

Article-DonaldTrump-AO-01_1 (1) Analysis & Opinion

Trade tariffs start to bite

Some US businesses have “scaled back or postponed” plans for capital spending amid mounting concern over the potential consequence of President Donald Trump’s controversial new trade tariffs. Accordin...

Adviser Hub 9th Aug 2018

Headers-Global-AO-01 Analysis & Opinion

Market briefings looking back at July

The below selection of articles have been written by our expert investment writers and cover the markets looking back through July. Asia Japan markets review Trade fears dampen confidence...

Adviser Hub 9th Aug 2018

Article-Cities-London-AO-01_1-2 Analysis & Opinion

Sterling wobbles in July

July 2008 Gilt yields rose and gilt prices fell during July amid expectations that the Bank of England (BoE) would increase its key interest rate at the Monetary Policy Committee’s (MPC&rsquo...

Adviser Hub 9th Aug 2018

Article-Europe-AO-01_1 Analysis & Opinion

Brexit pressure builds

July 2018 With less than eight months to go before the UK leaves the EU, the possibility of a “no-deal” Brexit became a hot topic during July. The Government was thrown into disarray ea...

Adviser Hub 9th Aug 2018

Headers-Global-AO-01 Analysis & Opinion

Market briefings looking back at June

The below selection of articles have been written by our expert investment writers and cover the markets looking back through June.

Adviser Hub 16th Jul 2018

Article-Europe-AO-01_1 Analysis & Opinion

“Cards on the table”

June 2018 UK equity markets were blighted during June by Brexit, amid rising concerns over the UK’s lack of progress as the deadline moves closer. EC President Donald Tusk called on the UK to...

Adviser Hub 16th Jul 2018

Article-Cities-London-AO-01_1-2 Analysis & Opinion

Brexit continues to cast a shadow

June 2018 Although escalating trade tensions dominated global investor sentiment in June, the UK also had to contend with Brexit-related issues against a backdrop of criticism over the Government&r...

Adviser Hub 16th Jul 2018

Article-Week-Reflection-AO-01_1 Analysis & Opinion

UK rates to rise in August?

June 2018 June proved to be another uneven month for UK government bonds. Investor sentiment was at the mercy of macroeconomic factors, from US President Donald Trump’s introduction of puniti...

Adviser Hub 13th Jul 2018

Article-Europe-AO-01_1 Analysis & Opinion

ECB unlikely to raise rates before summer 2019

June 2018 Although the eurozone’s rate of inflation has moved closer to target, the ECB does not expect to tighten interest rates until “at least through the summer of 2019”. Else...

Adviser Hub 13th Jul 2018

Article-China-AO-01_1.jpg Analysis & Opinion

Sino-US relations continue to sour

June 2018 June proved to be a challenging month for emerging market investors as trade tensions between the US and China continued to escalate. Following US President Donald Trump’s decision...

Adviser Hub 13th Jul 2018

Article-Cities-Japan-AO-01_1 Analysis & Opinion

Trade wars cloud the outlook for exporters

June 2018 Escalating trade wars between the US and some of the world’s largest economies have raised fears that new trade tariffs could undermine the economies of major exporting nations in A...

Adviser Hub 13th Jul 2018

Article-Cities-Japan-AO-01_1-2 Analysis & Opinion

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

Article-Emerging-AO-01_1.jpg Analysis & Opinion

Argentina raises rates to 40%

May 2018 Sentiment towards emerging markets was undermined during May by speculation that US monetary policy is likely to tighten more aggressively than previously anticipated, and by escalating co...

Adviser Hub 11th Jun 2018

Article-Europe-AO-01_1-1 Analysis & Opinion

EU hit by US levies

May 2018 Trade tensions and political instability unsettled European investors during May. Markets were dealt a blow by the news that US President Donald Trump had decided, after all, to impose tar...

Adviser Hub 11th Jun 2018

Article-Buildings-ItalyBank-AO-01 Analysis & Opinion

Political turmoil in Italy

May 2018 Having breached 3% for the first time since 2011 in April, the ten-year US Treasury Bond yield rose above 3.10% in May. As the month progressed, however, Treasury bond yields subsided, dam...

Adviser Hub 11th Jun 2018

Article-Cities-London-AO-01_1-3 Analysis & Opinion

UK equity indices rise above the tension

May 2018 Despite escalating trade tensions, uncertainties over Brexit, and political instability in Italy, UK equity markets rose during May. The FTSE 100 Index increased by 2.2% and reached a new...

Adviser Hub 11th Jun 2018

Headers-Global-AO-01 Analysis & Opinion

Market briefings looking back at May

The below selection of articles have been written by our expert investment writers and cover the markets looking back through May. Asian Japan markets review Asian economies vulnerable...

Adviser Hub 11th Jun 2018

Analysis & Opinion

Escalating trade tensions

May 2018 The prospect of global trade wars moved closer during May. The US announced that it would start imposing tariffs on steel and aluminium imports from the EU, Canada and Mexico, and also on...

Adviser Hub 8th Jun 2018

Article-Charts-AO-04_1-2 Analysis & Opinion

Macroeconomic issues drive sentiment

May 2018 UK equity markets rose over May as a whole, but investors’ attention was absorbed by Italy’s ongoing political problems, question-marks over the UK Government’s commitmen...

Adviser Hub 8th Jun 2018

Article-Week-Reflection-AO-01_1 Analysis & Opinion

Gilt yields driven down by demand for safe havens

May 2018 UK gilts experienced a choppy month during May. The yield on the benchmark ten-year government bond rose above 1.55% during the middle of the month, but plummeted towards the end of May as...

Adviser Hub 8th Jun 2018

Headers-Global-AO-01-2 Analysis & Opinion

Market briefings looking back at April

The below selection of articles have been written by our expert investment writers and cover the markets looking back through April. Asian Japan markets review Ongoing concern over trad...

Adviser Hub 23rd May 2018

Article-Cities-America-AO-01_1 Analysis & Opinion

Strong beginning to the Q1 earnings season

April 2018 Strong first-quarter earnings reports provided a boost for investors who have been distracted by ongoing political developments and concerns over possible trade wars. Of the companies th...

Adviser Hub 22nd May 2018

Article-Cities-London-AO-01_1-3 Analysis & Opinion

Corporate activity dominates the FTSE 100

April 2018 UK markets in April were notable for a flurry of corporate activity that was concentrated in the FTSE 100 Index, and large companies generally outperformed their medium-sized counterpart...

Adviser Hub 22nd May 2018

Article-Charts-AO-04_1-2 Analysis & Opinion

UK economic growth disappoints

April 2018 Mounting speculation over inflation drove up government bond yields around the world in the middle of April, and the benchmark UK gilt yield closed as high as 1.54% during April. Sterlin...

Adviser Hub 22nd May 2018

Article-Charts-AO-05_1-2 Analysis & Opinion

10-year Treasury bond yields breach 3%

April 2018 The ten-year US Treasury Bond yield rose above 3% for the first time since 2011 during April, stoked by mounting concerns over the outlook for inflation. The price of oil continued to cl...

Adviser Hub 22nd May 2018

Article-Charts-AO-03_1-1 Analysis & Opinion

ECB remains supportive

April 2018 During April, the ECB confirmed that it would continue with its planned programme of monthly bond purchases until the end of September, and that asset purchases would carry on beyond thi...

Adviser Hub 21st May 2018

Article-China-AO-01_1.jpg-2 Analysis & Opinion

Oil price continues its rise

April 2018 China posted encouraging annualised economic growth of 6.8% during the first three months of the year, beating the official target of “around 6.5%”. Nevertheless, there are p...

Adviser Hub 21st May 2018

Article-Cities-Japan-AO-01_1-2 Analysis & Opinion

Ongoing concern over trade tensions

April 2018 Confidence amongst large Japanese manufacturers deteriorated during the first quarter of 2018, according to the Bank of Japan’s (BoJ’s) quarterly Tankan survey. Meanwhile, Ja...

Adviser Hub 21st May 2018

Article-Cities-Japan-AO-01_1-2 Analysis & Opinion

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

Article-Europe-AO-01_1-1 Analysis & Opinion

Europe reacts to a possible trade war

March 2018 European markets were rattled during March over the prospect of a possible trade war with the US following President Donald Trump’s decision to impose a 25% levy on steel imports a...

Adviser Hub 17th Apr 2018

Article-Charts-AO-05_1-3 Analysis & Opinion

UK share prices knocked by trade war concerns

March 2018 In common with other major equity markets around the world, UK share prices declined during March, dampened by concerns over the possibility of trade wars triggered by the US, and by the...

Adviser Hub 17th Apr 2018

Article-Charts-AO-03_1-2 Analysis & Opinion

High demand for safe-haven assets

March 2018 Government bond prices generally rose in March as investors faced the possibility of a trade war. Mounting tensions between the US and China led to a surge in demand during March for per...

Adviser Hub 17th Apr 2018

Article-China-AO-01_1.jpg-2 Analysis & Opinion

Looming trade war knocks sentiment

March 2018 China’s relationship with the US deteriorated during March following President Donald Trump’s decision to impose a series of new tariffs intended to safeguard US interests. W...

Adviser Hub 17th Apr 2018

Analysis & Opinion

Rising US protectionism knocks sentiment

March 2018 Investor sentiment during March was marred by mounting levels of US protectionism. President Donald Trump announced tariffs on steel and aluminium imports, and also revealed plans to imp...

Adviser Hub 6th Apr 2018

Article-Cities-America-AO-01_1-1 Analysis & Opinion

Trump threatens trade war

March 2018 March was a controversial month for the US as President Donald Trump implemented a range of measures designed to protect America’s interests. The US also announced plans to impose...

Adviser Hub 5th Apr 2018

Article-Charts-AO-04_1-2 Analysis & Opinion

Progress on Brexit transition agreement

March 2018 UK share prices generally fell during March amid expectations of tightening monetary policy and concerns over rising US protectionism. The UK and EU managed to reach an accord on “...

Adviser Hub 5th Apr 2018

Article-Cities-London-AO-01_1-3 Analysis & Opinion

Concerns over gilt supplies

March 2018 UK gilt yields fell over March as a whole amid concerns over future supply as the DMO announced it would reduce gilt issuance in 2018/19 to its lowest level since 2007/2008. Meanwhile, t...

Adviser Hub 5th Apr 2018

Article-Charts-AO-05_1-3 Analysis & Opinion

FTSE 100’s yield rises above 4%

February 2018 The UK equity market experienced a volatile February; share prices fell sharply at the start of the month as investors became increasingly concerned that major central banks might see...

Adviser Hub 14th Mar 2018

Article-Charts-AO-03_1-2 Analysis & Opinion

US bond yields continue to rise

February 2018 Global bond investors experienced an eventful February as investors faced up to the possibility that interest rates in the US might rise sooner than anticipated. Demand for bonds drop...

Adviser Hub 14th Mar 2018

Article-Europe-AO-01_1-1 Analysis & Opinion

Post-Brexit future of Northern Ireland remains in doubt

February 2018 European share prices generally fell in February, undermined by speculation that major central banks may be poised to tighten monetary policy more quickly than previously anticipated....

Adviser Hub 14th Mar 2018

Article-Charts-AO-01_1-2-1 Analysis & Opinion

Brazil cuts interest rates again

February 2018 Emerging equity markets were not immune to the heavy declines experienced by developed share indices during February. Investors around the world were rattled by signs that the end of...

Adviser Hub 14th Mar 2018

Article-Cities-Japan-AO-01_1-2 Analysis & Opinion

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

Headers-Global-AO-01-2 Analysis & Opinion

Market briefings looking back at February

The below selection of articles have been written by our expert investment writers and cover the markets looking back through February. Asian Japan market review Asian markets weakened...

Adviser Hub 9th Mar 2018

Article-Charts-AO-04_1-2 Analysis & Opinion

UK shares joined February’s global sell-off

February 2018 UK share prices dropped sharply at the beginning of February amid mounting speculation that central bank policymakers – not only in the UK, but also in the US – might deci...

Adviser Hub 9th Mar 2018

Article-Cities-London-AO-01_1-3 Analysis & Opinion

Gilt yields continued their rise in February

February 2018 Having risen strongly during January, gilt yields continued their upward journey in February. Demand for government bonds was curbed by speculation that interest rates – in the...

Adviser Hub 9th Mar 2018

Headers-Global-AO-01-2 Analysis & Opinion

Market briefings looking back at January

The below selection of articles have been written by our expert investment writers and cover the markets looking back through January. Asia Japan market review The Nikkei 225 Index hits...

Adviser Hub 14th Feb 2018

Article-Charts-AO-01_1-2-1 Analysis & Opinion

The price of oil reaches US$70 in January

January 2018 The price of oil rose to US$70 per barrel for the first time in over three years during January as OPEC members confirmed that they would continue to limit output until the end of 2018...

Adviser Hub 14th Feb 2018

Article-Cities-Japan-AO-01_1-2 Analysis & Opinion

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

Article-Charts-AO-01_1-2-1 Analysis & Opinion

Global bond yields rise sharply in January

January 2018 Bond yields generally rose sharply in January as investors moved away from global fixed income, triggering speculation over the possibility of a bear market for bonds. The attractions...

Adviser Hub 14th Feb 2018

Article-Week-Reflection_1 Analysis & Opinion

Stronger pound could dampen UK dividend payouts

January 2018 UK equity indices fell over January as a whole, dampened by a rally in the value of the pound. Sterling’s weakness since Brexit has significantly enhanced UK dividend payouts; lo...

Adviser Hub 14th Feb 2018

Article-Cities-America-AO-01_1-1 Analysis & Opinion

Government shutdown hampers US sentiment

January 2018 A three-day shutdown of the US federal government dampened investor sentiment as politicians reached deadlock over immigration policy.  The stalemate was temporarily ended once th...

Adviser Hub 14th Feb 2018

Article-Week-Reflection_1 Analysis & Opinion

Gilt yields soar in January

January 2018 Despite a rally in the value of the pound, UK government bonds experienced a drop in demand during January, sending yields sharply higher. Sentiment towards gilts deteriorated against...

Adviser Hub 14th Feb 2018

Article-Europe-AO-01_1-1 Analysis & Opinion

The EU sets out its Brexit stall

January 2018 The EU outlined its requirements for the UK during the post-Brexit transition period that will take place from March 2019 to the end of 2020.  The UK is expected to continue to ab...

Adviser Hub 14th Feb 2018

Headers-Global-AO-01-1 Analysis & Opinion

Market briefings looking back at November

The below selection of articles have been written by our expert investment writers and cover the markets looking back through November. Asia Japan market review Japan shrugs off fresh hos...

Adviser Hub 5th Dec 2017

Article-Global-AO-01_1.jpg Analysis & Opinion

Market briefings looking back at August

The below selection of articles have been written by our expert investment writers and cover the markets looking back through August. Asia Japan market review Tensions with North Korea pu...

Adviser Hub 28th Sep 2017

Article-Charts-AO-03_1-3 Analysis & Opinion

The Fed is poised to pare back its balance sheet

July 2017 Despite a raft of fresh problems for President Trump’s administration, US equity markets rose during July and the Dow Jones Industrial Average Index reached a new closing high at th...

Adviser Hub 14th Aug 2017

Article-Charts-AO-03_1-3 Analysis & Opinion

Inflation continues to pose a problem

July 2017 UK consumer price inflation remained well above its 2% target, although it eased slightly in June. Although the unemployment rate fell to its lowest level since 1975, wage growth continue...

Adviser Hub 14th Aug 2017

Article-Charts-AO-03_1-3 Analysis & Opinion

UK equity yields fell during July

July 2017 UK equity indices generally rose during July and yields fell. Dividend payouts hit a new second-quarter record in 2017, according to Capita Asset Services, reaching a total of £33.3...

Adviser Hub 14th Aug 2017

Article-Charts-AO-03_1-3 Analysis & Opinion

Bond and currency markets remain under pressure

July 2017 Despite a backdrop of persistently low inflation, speculation over the likelihood of tighter monetary policy continued to put pressure on global bond and currency markets during July. The...

Adviser Hub 14th Aug 2017

Article-Charts-AO-03_1-3 Analysis & Opinion

Economic sentiment improves in the eurozone

July 2017 The European Central Bank continued to play down speculation that it is poised to begin winding down its programme of stimulus measures. Inflationary pressures in the eurozone remain subd...

Adviser Hub 14th Aug 2017

Article-Charts-AO-03_1-3 Analysis & Opinion

Japan’s inflation to remain below target

July 2017 Although Japan’s economy appears to be strengthening in some areas, the outlook for inflation remains subdued. Despite an increasingly tight labour market, Japanese companies appear...

Adviser Hub 14th Aug 2017

Article-Global-AO-01_1.jpg Analysis & Opinion

Market briefings looking back at July

The below selection of articles have been written by our expert investment writers and cover the markets looking back through July. Asia Japan market review Japan’s inflation to rem...

Adviser Hub 14th Aug 2017

Article-Charts-AO-03_1-3 Analysis & Opinion

Gilt yields declined in July

July 2017 Gilt yields fell over July as a whole, dampened by an unexpected drop in the UK’s annualised rate of inflation. Having hit its highest level in almost four years during May, the con...

Adviser Hub 14th Aug 2017

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