Adviser-Hub articles

Articles tagged: Market
pm_perspectivespodcasta Podcast

Premier Miton Investors | Stepping back from the noise

In this podcast, Premier Miton’s Anthony Rayner, steps back from the recent market noise and looks at changes in the dynamic of the world economy. 

Premier Miton Investors 2nd Sep 2024

Article-business-01-2022_1 Analysis & Opinion

The Week: The market rally: can it last?

It’s been a bumper month for stock markets, with a wholesale re-embracing of risk over the past month. Does it leave increasingly little margin for error?

Adviser-Hub 6th Dec 2023

Partner Zone

Planetary Pulse

Targeting effectiveness – asset owners weigh the risks and opportunities of investing for an inclusive energy transition.  

Ninety One 27th Nov 2023

bg_embrace281123a Analysis & Opinion

Embracing the energy transition

Imagining the future – in this webinar, Caroline Cook, Baillie Gifford’s Head of Climate Change, discusses ways to anticipate opportunity. 

Baillie Gifford 27th Nov 2023

schders_energy24823a Analysis & Opinion

Schroders | Investor Download: Is it too late for the energy transition trade?

Has the energy transition race been run for investors? David Boyce, CEO of Schroders Greencoat in North America, and Fund Manager Mark Lacey talk chasing bubbles, the tech race, key growth areas, a...

Schroders 24th Aug 2023

Article-Energy-Oil-01 Analysis & Opinion

The Week: The future of energy? 

While it is often assumed that renewable energy is the only game...

Adviser-Hub 2nd Aug 2023

Article-China-01-2019-3 Analysis & Opinion

The Week: The China problem

China’s economic weakness has spooked markets, but is its weakness likely to be short or long term?

Adviser-Hub 19th May 2022

Article-Chart-03-2019 Analysis & Opinion

The Week: Is the UK index fit for purpose?

The UK market is facing an assault from private equity, which is picking off the best companies at the bottom and top of the market. How can it improve?

Adviser-Hub 7th Jul 2021

Article-Chart-05-2019 Analysis & Opinion

The Week: Why have US earnings failed to impress?

US earnings season has been a blast. Companies have been smashing it out of the park on profitability and growth as they put the pandemic behind them.

Adviser-Hub 29th Apr 2021

FilAsia12May20 VIDEO

Fidelity International | Market Perspectives: Asia and Emerging Asia

Fidelity Asia Fund manager Teera Chanpongsang talks us through how Asian businesses have adapted to the pandemic, the potential for increased US-China trade tensions and his latest portfolio positioni...

Fidelity International 12th May 2020

Fidelity3Mar2020 VIDEO

Fidelity International | Fidelity CIOs on a new paradigm for investors

Fidelity CIOs Andrew McCaffery and Romain Boscher discuss how the COVID-19 crisis is changing not only how investors think about companies, valuations and portfolio construction, but also the nature o...

Fidelity International 3rd Apr 2020

TempleBar8Apr19 VIDEO

Investec | Alastair Mundy in conversation: Temple Bar Investment Trust

Journalist Cherry Reynard speaks to Portfolio Manager Alastair Mundy and Analyst Peter Lowery, covering topics such as the Temple Bar dividend, value vs. growth investing and their views on the domest...

Ninety One 8th Apr 2019

Article-Cities-London-AO-01_1-2 Market Updates

The Week: False hope on UK assets

While international fund managers seemed to give the UK market a tentative thumbs up, it is not a ringing endorsement. 

Adviser-Hub 25th Jul 2018

Article-America-02-2019-1 Market Updates

The Week: The US: how long can the party last?

The US market has been labelled over-valued, over-concentrated and over-indebted, but still it continues to rise. What might disrupt its trajectory?

Adviser-Hub 12th Jul 2018

ThreereasonsFIL20June VIDEO

Fidelity International | Three reasons why oil is troubling markets

Bill McQuaker takes a look at the three main drivers behind the rising cost of oil and what that means for investors. How does an inflated oil price impact on the fundamentals and where can investors...

Fidelity International 20th Jun 2018

Article-America-01 Market Updates

The Week: Should investors be worried about an M&A bubble?

US cable operator Comcast has announced a £22.1bn bid for Sky, potentially thwarting a planned takeover by 21st Century Fox. At the same time, Warren Buffett has said cheap debt is fuelling a &l...

Adviser-Hub 27th Feb 2018

Article-Technology-03-2019 Market Updates

The Week: The big data revolution in active management

This week, the Financial Times reported that BlackRock was setting up a new lab in Silicon Valley, specialising in artificial intelligence.

Adviser-Hub 22nd Feb 2018

Article-Japan-01 Market Updates

The Week: What's the plan in Japan

Japan has been a big hit with investors in 2017, but we’ve been here before.

Adviser-Hub 11th Jan 2018

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