Adviser Hub articles

Articles tagged: Markets
Article-Chart-03-2019 Analysis & Opinion

The Week: Is the elastic about to snap?

The dominance of large growth stocks over unloved value names has proved the John Maynard Keynes adage that markets can stay irrational longer than investors can stay solvent.

Adviser Hub 11th Sep 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-Buildings-FED-01-2019 Partner Zone

Macro Matter blog: The Fed could NIRP a downturn in the bud

Few economists believe the widely expected Fed rate cut will start another prolonged easing cycle.

Legal & General Investment Management 16th Aug 2019

Article-Animals-Bear-01-2019 Partner Zone

Macro Matters blog: Here we go again

Our medium-term view on markets is changing. Recession probabilities are increasing and trade wars are not helping. This makes us shy away from buying during market dips.

Legal & General Investment Management 16th Aug 2019

Article-Goldmplate-01-2019 Partner Zone

Hi Ho, silver’s shining

Silver has always been the money of the individual, with gold the money of the king. Although unlike gold, which is a well-publicised asset class, silver has less of an investment profile.

Merian Global Investors 6th Aug 2019

Article-Building-04 Analysis & Opinion

The Week: The Fed has bitten the bullet on interest rates

The Federal Reserve has bitten the bullet on interest rates, but will the 25bps rise make any difference to the global economy?

Adviser Hub 1st Aug 2019

SchroderMLacey30Jul19 HUB TV

Schroders | Three themes driving energy transition

Mark Lacey, Head of Commodities, reveals three drivers behind the energy sector’s transition to renewables

Schroders 30th Jul 2019

Article-China-01-2019 Analysis & Opinion

The Week: China GDP: time to panic?

There was much hand-wringing this week as China announced the slowest growth in almost 30 years. Should investors be worried?

Adviser Hub 18th Jul 2019

Invesco17July19 HUB TV

Invesco | Risk & Reward: A factor-based approach to diversifying oil exposure

Latest research on diversifying oil exposure, how patent data can be a predictor of equity returns in innovation-based companies, fixed income factor investing - and China’s second tier cities and the...

Invesco 17th 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

InvestecDefensiveReturns9Jul19 HUB TV

Investec Asset Management | The driving force behind defensive returns?

Portfolio Managers John Stopford and Jason Borbora-Sheen explain their approach to delivering defensive returns in unsettled markets.

Investec Asset Management 9th Jul 2019

Article-balance-01-2019 Analysis & Opinion

The Week: Inflated expectations

Investor expectations have been dialled up by market returns in recent years. Advisers will need to talk them down.

Adviser Hub 4th Jul 2019

Article-Direction-06-2019-1 Partner Zone

FWB - Brits abroad: three companies that could conquer the US

What do Cineworld, JD Sports, and Fever-Tree have in common? The answer lies in transformational strategies across the pond.

Legal & General Investment Management 26th Jun 2019

Article-Grow-01-2019 Partner Zone

FWB - Summer selling: can seasonality improve equity returns?

Despite the lack of a firm explanation for the ‘Halloween effect’, markets have continued to exhibit seasonal tendencies since their discovery – although Legal & General Investment Management's new an...

Legal & General Investment Management 5th Jun 2019

Merianequities30May19 HUB TV

Merian Global Investors | Facing challenges in global equities markets

Ian Heslop, head of global equities at Merian Global Investors, interviewed by David Sandham, investment writer, explains why challenging market conditions should be understood in a long-term context.

Merian Global Investors 30th May 2019

Article-Europe-01-2019 Partner Zone

FWB - Why European elections may not spell trouble for sterling

Looming European Parliament elections look like yet another catalyst on the list of events that could rock gilt and sterling markets. But are things as tumultuous as they seem?

Legal & General Investment Management 21st May 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

SchroderTWalker15Apr19 HUB TV

Schroders | When generalisations can be dangerous

Tom Walker, Co-Head of Global Real Estate Securities, covers the team's approach to the less popular subsector of retail and how the fund's retail holdings are maintaining relevance. Tom also discusse...

Schroders 15th Apr 2019

Article-Chart-01-1 Analysis & Opinion

The Week: Why do we still group funds by geography?

In a globalised age, why do we persist in grouping funds by geography?

Adviser Hub 11th Apr 2019

SchrodersTWalker20Mar19 HUB TV

Schroders | Finding strength in Scandinavian cities

Tom Walker, Co-Head of Global Real Estate Securities, covers the team's recent research trip to Scandinavia to see two holdings in Stockholm and Oslo and how they are adapting to shifting urban popula...

Schroders 20th Mar 2019

InvescoEquities12Mar19 HUB TV

Invesco | Investing in equities: the world of the optimist

2018 was the fifth worst year in 40 years for UK equity markets. Does Fund Manager, Ciaran Mallon think there is room for more optimism as we move into 2019?

Invesco 12th Mar 2019

Article-Grow-01 Partner Zone

Macro Matters blog: The emerging market rally: too fast, too furious?

Emerging market assets have rallied strongly since late 2018. But is this justified? And should we differentiate between the fundamentally stronger and weaker economies?

Legal & General Investment Management 28th Feb 2019

Article-Global-04 Analysis & Opinion

What’s next for technology?

Technology has undoubtedly been a good investment in recent years, but in a climate of weaker growth, can it sustain its advantage?

Adviser Hub 21st Feb 2019

Analysis & Opinion

The Week: Markets rebound; but why?

Markets re-found their footing this week with European stock markets hitting a three month high.

Adviser Hub 14th Feb 2019

Article-Building-Fed-01 Partner Zone

Throwing in the Powell: implications of the Fed policy shift

The US central bank has made a dramatic about-turn in its policy stance. Tim Drayson, Head of Economics at Legal & General Investment Managament, looks at what this means for the US economy and market...

Legal & General Investment Management 13th Feb 2019

Article-Energy-Oil-01 Partner Zone

Investors to BP: how will you win on climate change?

LGIM and other major shareholders want oil major BP to explain how its strategy is consistent with the Paris Agreement on climate change. This is the first time LGIM has put forward such a shareholder...

Legal & General Investment Management 13th Feb 2019

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

UK dividends hit new highs

With the yield on UK shares at a level not seen since the depths of the financial crisis, are investors missing a barg

Adviser Hub 24th Jan 2019

Article-Chart-03 Analysis & Opinion

The Week: Is Brexit in the price?

Markets were stable in the face of political turmoil in the UK this week. Does this suggest that Brexit - in all its forms - is in the price?

Adviser Hub 17th Jan 2019

SchrodersJames16Jan19 HUB TV

Schroders | 2019 outlook: A tricky year ahead but with better buying opportunities

James Sym, Fund Manager, provides a summary of European markets in 2018 and explores the headwinds and opportunities that might arise in 2019.

Schroders 16th Jan 2019

SchrodersJSymEuroEquities16Jan19 HUB TV

Schroders | What next for European equities after a volatile 2018?

James Sym, Fund Manager, provides a review of European markets in 2018, an outlook for 2019 and explains how the portfolio will be positioned to benefit from the environment.

Schroders 16th Jan 2019

Article-Direction-AO-06_1-3 Analysis & Opinion

The Week: Reasons to be cheerful 2019

2018 hasn’t been a classic year in markets, here are a number of reasons why investors can look forward to 2019 with more enthusiasm.

Adviser Hub 20th Dec 2018

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

Deal, but no cigar

We have a deal on Brexit, but it appears to have resolved little about the future EU/UK relationship. It’s likely to be business as usual for UK assets

Adviser Hub 15th Nov 2018

SchrodersEAlpha13Nov18 HUB TV

Schroders | Schroder European Alpha funds - is this a buying opportunity?

James Sym, Fund Manager, explores the factors that have driven market performance over the past month and explains if this period is the start of something bigger in markets.

Schroders 13th Nov 2018

Article-Chart-04 Analysis & Opinion

Which Regions offer the Best Factor Returns

While factor return products are becoming more and more popular, investors may be interested if factor returns are higher in certain regions than others. This month, we investigate the size of factor...

Adviser Hub 12th Nov 2018

Article-Charts-AO-04_1 Analysis & Opinion

Europe: “a bunch of uncertainties”

October 2018 European equity markets fell during October against a backdrop of intensifying worries relating to the impact of rising protectionism, Brexit and concerns over Italy's budget. The...

Adviser Hub 9th Nov 2018

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

US Midterms - a check on Trump's power

November 2018 Trump’s unique brand of rhetoric failed to chime with voters in the mid-terms – what does it mean for investors? Markets have rallied since the mid-term elections...

Adviser Hub 8th Nov 2018

Article-Emerging-AO-01_1.jpg-1 Analysis & Opinion

The Emerging Markets Forum

Notes from The Emerging Markets Forum 2018 The Emerging Markets Forum brought together five leading asset managers, for in-depth discussions on the key dynamics at play within the asset class. Foll...

Adviser Hub 8th Nov 2018

Article-Chart-03-PZ Partner Zone

Broomer's blog: It's not Friday 13th but...

Financial advisers are understandably running scared of the conventional gilt market. Instead many have turned to the indexed linked market seeking safety from growing global inflationary risks.

Square Mile Research 31st Oct 2018

bvtv-291018 HUB TV

M&G Investments | BVTV: Is luxury out of fashion?

The luxury goods sector has lost some of its polish – at least in financial markets. Uncertainty regarding the strength of the Chinese consumer means it is important to be selective, M&G's Investment...

M&G Investments 30th Oct 2018

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

Brexit dominates in September

September 2018 Brexit continued to overshadow sentiment in the UK during September as the EU rejected Prime Minister Theresa May’s Chequers Plan. The post-Brexit position of Northern Ireland...

Adviser Hub 5th Oct 2018

Article-Charts-AO-04_1 Analysis & Opinion

The Week: A decade on from the financial crisis, how do the banks look today?

October 2018 On a total return basis, the FTSE All Share is up 139% over the last decade to end September. In contrast, the FTSE All Share Banks Index is down -6% Banks account for 11.9% of th...

Adviser Hub 4th Oct 2018

SchrodersJamesSyms21Aug18 HUB TV

Schroders | European Alpha funds - Beats vs misses

In this video, James Sym, Fund Manager, explains what happened to performance over the past month and explores the current opportunities in European markets.

Schroders 21st Aug 2018

Invesco_20Aug18 HUB TV

Invesco | How does the UK equity market look to a value investor?

As a valuation-orientated investor, Martin Walker's investment style brings valuation at the point of purchase to the foreground, as he seeks to find compelling opportunities in areas of the market th...

Invesco 20th Aug 2018

Schroders_KWade13Aug18 HUB TV

Schroders | Is the world economy slowing?

Global growth appears to be losing momentum in some regions, particularly in Asia and Europe. Keith Wade, Chief Economist & Strategist, examines the three factors that we believe to be driving the slo...

Schroders 13th Aug 2018

InvescoPerpetual_Income3Aug18 HUB TV

Invesco | The case for income

Income seeking investors have faced headwinds in the aftermath of the global financial crisis. But with demand for income rising, investors may need to cast their nets wider than some of the more trad...

Invesco 9th Aug 2018

Schroders17Jul18 HUB TV

Schroders | Schroder Global Cities Real Estate: Social media 'wildfires' in China

In his latest video, Hugo Machin, Co-Head of Global Real Estate Securities, provides an overview of the real estate market in Q2 2018, including portfolio updates and team activities.

Schroders 17th 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

SchrodersJames20June18 HUB TV

Schroders | European Alpha Income and Alpha Plus funds: Political headlines and market impacts

In his latest video, James Sym, Fund Manager, explores what happened in European markets over the month and provides an update on the portfolio.

Schroders 20th Jun 2018

Partner Zone

Rhodes show: A decade at the helm

June 2018 It is almost 10 years since the launch of the M&G Global Dividend fund. Since then it has grown to over £6 billion* in size, investing in companies growing their dividends aroun...

M&G Investments 14th Jun 2018

Article-Chart-03-2 Analysis & Opinion

Do Factor Returns work in Large Caps?

Smart beta and factor return strategies tend to invest in the liquid, large-cap segment of the market, ensuring that the products are scalable. The downside to this strategy is that large caps receive...

Adviser Hub 12th Jun 2018

M&GRituV11June18 HUB TV

M&G Investments | Equities Market Perspective

In this month’s update Ritu Vohora, M&G Investment Director, explores the impact of rising US yields and a resurgent dollar on emerging markets. Is this a déjà vu of 2013’s ‘Taper Tantrum’?

M&G Investments 11th 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

InvescoPerpetual_23May18 HUB TV

Invesco | Opportunities in global equity markets

What has happened across global equity markets this year so far, what themes are prevalent and what is the outlook for investors? Fund Managers Stephen Anness and Andrew Hall outline their views on ma...

Invesco 23rd 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-Charts-AO-05_1-3 Analysis & Opinion

Is the market peak behind us?

At the recent Jupiter annual dinner, two fund managers debated whether the markets peaked on 26 January.  Stock and bond markets are facing tougher times and the risk/reward appears asymmet...

Adviser Hub 26th Apr 2018

AH-VOTW-Fidelity7Apr Analysis & Opinion

Video: A clear-cut future for markets?

Bill McQuaker takes a look at the triggers behind the recent turning point in markets and gives an update on the range, explaining how he’s positioning for a potentially bumpier ride. Watch h...

Fidelity International 18th Apr 2018

PerfandRiskApr12 HUB TV

Invesco | Performance and risks in Asia

Strong performance in Asian markets opens the discussion on earnings expectations as well as the strengths and risks in markets.

Invesco 12th Apr 2018

Aclear-cutfuture4markets10Apr HUB TV

Fidelity International | A clear-cut future for markets?

Bill McQuaker takes a look at the triggers behind the recent turning point in markets and gives an update on the range, explaining how he’s positioning for a potentially bumpier ride.​

Fidelity International 10th Apr 2018

Article-Puzzle-AO-01_1 Analysis & Opinion

Time to relax?

Markets appear on a surer footing following the volatility at the start of the year, but can it last? The much-heralded return to volatility hasn’t happened, with the Vix index back to low...

Adviser Hub 15th 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-Chart-04 Analysis & Opinion

How the value factor performs in the market cycle

This month, we turn our attention to the value premium, which is one the most popular and well-known factors. We begin by examining the cumulative return of investing in two common value portfolios an...

Adviser Hub 12th 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-Charts-AO-04_1-2 Analysis & Opinion

Global sell-off in February

February 2018 Equity markets experienced a global sell-off during early February triggered by concerns that US interest rates might rise more rapidly than previously expected. Equity indices in the...

Adviser Hub 2nd Mar 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-Charts-AO-03_1-2 Analysis & Opinion

….And so it starts

February 2018 Markets had to crack at some point, and now they have. Stronger US wage growth has prompted a sell-off in markets as investors fear rising rates The flip side of inflation fea...

Aviva Investors 6th Feb 2018

Article-Chart-04 Analysis & Opinion

Forward Indicators of the Economy

Passive investing provides little protection in the event of a market downturn, as no active positioning is allowed.  This means that many passive investors will wish to monitor market developmen...

Adviser Hub 5th Feb 2018

Article-Puzzle-AO-01_1 Analysis & Opinion

Veteran investor Byron Wien gives his 10 ‘surprises’ for the year ahead

January 2018 Since 1986, veteran analyst Byron Wein, vice chairman of Blackstone Advisory Partners of Blackstone, has published his 10 ‘surprises’ for the year ahead. These are not pred...

Adviser Hub 25th Jan 2018

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

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

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

The Week: The week

January 2018 Some New Years start with a burst of enthusiasm; a blast out of the blocks, let’s-get-it-on and buy some equities sort of start. Make no mistake, this doesn’t feel like one...

Adviser Hub 4th Jan 2018

Invesco-Perpetual-what-next-for-global-equities HUB TV

Invesco | What next for global equities?

The Invesco Perpetual Global Equities fund managers, Stephen Anness and Andrew Hall, discuss the outlook for global equity markets and where they are currently positioned within their portfolio.

Invesco 8th Dec 2017

GSAM-ViewsValley-August HUB TV

GSAM | Views from the Valley

What are the tech trends translating into real results for investors?

Goldman Sachs Asset Management 22nd Aug 2017

M&G-BVTV HUB TV

M&G Investments | BVTV: Have bonds and equities decoupled, and can both be right?

This week, Ritu Vohora, investment director in M&G’s equities team, joined me on the BVTV sofa to discuss the curious case of the de-correlation between equities and bond yields.

M&G Investments 7th Aug 2017

Schroders-60sec-TomWalker HUB TV

Schroders | 60 seconds on Asia's strongest city for real estate investing

One city stands out when looking at the broad Asia-Pacific market, according to Tom Walker.

Schroders 7th Mar 2017

Schroders-60Sec-AlexTedder HUB TV

Schroders | 60 seconds with Alex Tedder on global equity opportunities in 2017

Alex Tedder explains how Donald Trump's policies could affect global stockmarkets in 2017.

Schroders 27th Feb 2017

Schroders60secMarcus HUB TV

Schroders | 60 seconds with Marcus Brookes on 2017's challenges

In this video, Marcus Brookes looks back on what drove markets in 2016 and why next year could be different.

Schroders 27th Feb 2017

Schroders-60sec-DuncanOwen-RealEstate HUB TV

Schroders | 60 seconds with Duncan Owen on real estate's prospects in 2017

Duncan Owen looks at where the winning cities for real estate investors in Asia and Europe are likely to be.

Schroders 10th Feb 2017

Schroders-SueNoffke HUB TV

Schroders | 60 seconds with Sue Noffke on market impact of Brexit vote

It’s a shock for markets – the result was not one that was anticipated. We’ll see an unwind of the rises we’ve seen in markets in the past five days and some more. What it means in terms of economies...

Schroders 24th Jun 2016

Schroders60secMarcus HUB TV

Schroders | 60 seconds with Marcus Brookes on opportunities after Brexit sell-off

So the UK has voted to leave the EU today which was a bit of a shock to financial markets. We just spent the last week or so seeing a very nice rally in risk assets, particularly in Europe and the UK...

Schroders 24th Jun 2016

Schroders-60sec-MattHudson HUB TV

Schroders | 60 seconds with Matt Hudson on the recent rotation in UK equities

It’s been a fascinating time to be a UK equities investor. For the first quarter in many we have seen a complete rotation in what is driving the market. Having been in a period when growth, growth def...

Schroders 22nd Jun 2016

AXAIM-DaniSaurymper HUB TV

AXA IM | The insatiable growth in demand for healthcare - Dani Saurymper

Watch Dani Saurymper, Fund Manager of the AXA Framlington Health Fund, discusses healthcare reform and innovation.

AXA Investment Managers 27th Apr 2016

Schrosers60SecRajeev HUB TV

Schroders | 60 Seconds with Rajeev De Mello on the impact of oil prices for Asia

Rajeev De Mello, Head of Asian Fixed Income, discusses the recent falls in oil prices and what this means for Asia: - Oil price falls have been very dramatic, and there is some concern from investors...

Schroders 19th Jan 2016

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