Adviser-Hub articles

Articles tagged: MARKET VIEW
fil_fertile200325 Analysis & Opinion

Market view: UK: a fertile hunting ground for contrarian investors

Fidelity believes the UK market has an underappreciated richness of opportunity, combining strong earnings growth, high dividend yields and low valuations.

Fidelity International 20th Mar 2025

cgrp_dura160125 Analysis & Opinion

Market view: Duration’s comeback: a better friend for income and credit

Capital Group believes it’s time for income and credit investors to accept duration back into the friend circle.

Capital Group 16th Jan 2025

bny_mvukcorpa Analysis & Opinion

Market view: Is it time for UK corporate bonds to shine?

What persistent inflationary pressures and market volatility might mean for UK corporate bond markets.

BNY Mellon Investment Management 8th Aug 2024

cgp_globeqa Analysis & Opinion

Market view: The future of global equities

Portfolio managers Rob Lovelace and Noriko Chen discuss the dynamics shaping world markets and where they see the greatest opportunities.

Capital Group 1st Aug 2024

bny_phena Analysis & Opinion

Market view: volatile’: 'Phenomenally volatile': will markets remain choppy?

Walter Scott client investment manager George Dent considers why, in this uncertain macroeconomic environment, he thinks it is important to focus on companies with strong fundamentals.

BNY Mellon Investment Management 27th Jun 2024

fil_mk_asiastk2 Analysis & Opinion

Market view: Asian stocks enter the dividend age

Asia has long been chiefly a growth story for investors – Fidelity portfolio managers Jochen Breuer and Lynda Zhou examine the case for Asian dividends.

Fidelity International 18th Apr 2024

abrdn_brother.2 Analysis & Opinion

Market view: Emerging markets: why the asset class is worth the "bother"

Faced with their critics, emerging markets continue to show significant potential in the second quarter and beyond, says abrdn.

Aberdeen Investments 18th Apr 2024

bny_mixdinc1 Analysis & Opinion

Market view: Mixed economic signals puzzle fixed income investors

As central banks work to tackle inflation, Insight Investment asks: just how healthy are the prospects for European credit markets?

BNY Mellon Investment Management 18th Apr 2024

Analysis & Opinion

Market view: Why income continues to shine

The return of higher interest rates has created an environment in which income stocks shine, says Newton global income portfolio manager Jon Bell.

BNY Mellon Investment Management 18th Aug 2023

Analysis & Opinion

Market view: Boosting exposure to bonds

BNY Mellon head of mixed assets investment Paul Flood explains why the team is increasing exposure to bonds in multi-asset portfolios but taking a careful approach to duration.

BNY Mellon Investment Management 3rd Nov 2022

Analysis & Opinion

Market View: Positive signs for euro credit in 2022

Ongoing asset purchases and rising impact bond issuance may underpin the euro credit market in 2022, according to Insight’s Responsible Horizons Euro Corporate Bond team.

BNY Mellon Investment Management 10th Dec 2021

Analysis & Opinion

Market View: Opportunities abound in cheap UK market

Alex Wright, portfolio manager of Fidelity Special Situations & Fidelity Special Values PLC, outlines why he remains excited by the opportunities on offer in the UK, despite recent market volatility.

Fidelity International 21st Oct 2021

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