Adviser-Hub articles

Articles tagged: Markets
abrdn_global_200625 Partner Zone

Global Economic Outlook: Trade and fiscal policy on trial

Tariff shocks have worn off, but investor concerns are shifting to fiscal risks. Explore what’s driving international economies and markets in our latest analysis.

Aberdeen Investments 20th Jun 2025

Partner Zone

Europe comes out ‘Top Trumps’ in global real estate battle

Fidelity examines why European real estate is well-positioned to deliver income growth – even in a subdued macroeconomic environment.

Fidelity International 19th Jun 2025

abrdn_emergingmk190625 Partner Zone

Emerging markets income equity: why Telekom Malaysia stands out from the crowd

Investors are ready to fall back in love with the telecommunications sector.

Aberdeen Investments 19th Jun 2025

abrdn_smllmilan190625 Partner Zone

Smaller companies: on the road – Milan

We recently visited Milan to meet some of the standout Italian smaller companies – from luxury goods to finance. Here’s what caught our eye.

Aberdeen Investments 19th Jun 2025

bg_navretire230625 Partner Zone

Navigating retirement: combating sequencing risk

Baillie Gifford Investment specialist, David Rolland, explores how the timing of market returns can drastically affect retirees' financial outcomes, even with identical portfolios. 

Baillie Gifford 11th Jun 2025

hub-exclusives-banner-alternatives-32 Analysis & Opinion

How to navigate US markets in 2025 and beyond 

US markets have entered a period of increased volatility as markets digest the implications of the current administration. Fidelity’s investment team outline five key themes that may explain...

Fidelity International 11th Jun 2025

cpg_chinese290525 Partner Zone

Four factors that could drive Chinese equity markets

Capital Group sets out four factors that are likely to influence future of Chinese equities.

Capital Group 29th May 2025

abrdn_ukreal270525 Partner Zone

UK real estate market outlook Q2 2025

We expect UK real estate to forge ahead despite the headwinds. Read more about our views in our Q2 outlook.

Aberdeen Investments 27th May 2025

Partner Zone

From the sidelines to the playing field

Liquidity management, capital preservation and yield enhancement are the three main functions of cash strategies. In volatile markets, the weight of each component takes on new meaning, with signif...

Fidelity International 27th May 2025

cpg_tariff090525 Partner Zone

Tariff impacts on global markets

Tariffs levied by the Trump administration have sent global markets reeling. Watch Capital Group portfolio managers Jody Jonsson and Chitrang Purani assess th...

Capital Group 13th May 2025

Partner Zone

Balancing resilience and opportunity in the tech sector

As the tech sector grapples with significant challenges and uncertainty weighs on investor sentiment, Fidelity’s Hyun Ho Sohn believes understanding the adaptability of quality businesses is...

Fidelity International 12th May 2025

Partner Zone

Fast fashion: investing for positive change

Baillie Gifford’s Nduka Amadi explores the companies providing sustainable solutions to reduce fast fashion’s environmental impact. Capital at risk.

Baillie Gifford 9th May 2025

fil_answers280425 Podcast

Baillie Gifford | UK growth: opportunities amid tariff turbulence

Baillie Gifford explores how adaptable firms in growth-driving sectors can prosper over the long term, despite trade restrictions.

Baillie Gifford 28th Apr 2025

cpg_treasury280425-1 Partner Zone

Treasury market turmoil: How might the Fed react?

Capital Group’s Thomas Reithinger and Doug Kletter assess the factors at play in the Treasuries market.

Capital Group 28th Apr 2025

abrdn_realest230425 Partner Zone

Real estate: a spotlight on the Energy Performance of Buildings Directive

Could the EU's updated performance standards help unlock opportunities?

Aberdeen Investments 23rd Apr 2025

nione_opportunities220425 Partner Zone

Opportunities for investors after mood shift in commodity markets

At commodity conferences in the US, a mood change among industry players was palpable. In the mining sector, the stage is set for a pick-up in mergers and acquisitions. Even in agriculture, attitud...

Ninety One 22nd Apr 2025

cpg_podcastimga Podcast

Capital Group | How the COVID pandemic may continue to shape society and investments

Capital Group Equity portfolio manager Cheryl Frank discusses lessons learned from the pandemic with Mike Gitlin, noting that several industries and themes remain in flux, from commercial real esta...

Capital Group 14th Apr 2025

nione_em110424 Partner Zone

Emerging markets today: from macro beta to micro alpha

Emerging markets are gaining investor confidence, driven by tech innovation, India’s rise, and China’s evolving private sector. With US growth uncertainty and attractive valuations, EM...

Ninety One 11th Apr 2025

nione_hiddeng110425 Partner Zone

Hidden GEMS: blurred lines – the EM’ification of DM

Ninety One’s Peter Kent, Co-Head of Fixed Income, argues that a shift in volatility in developed markets means asset allocators face a new reality.

Ninety One 11th Apr 2025

nione_allocate110425 Partner Zone

Why allocate to natural resources equities from a US equity allocation

With inflation proving sticky, and the long-term outlook for commodities supported by resource underinvestment and electrification, Ninety One believes the case for natural resources equities is st...

Ninety One 11th Apr 2025

cpgr_trump_ao100425 Analysis & Opinion

Market view: Trump tariffs roil markets. What’s next?

The sharp market selloff serves as an effective reminder that it is always a good idea to maintain a balanced portfolio with an eye toward downside protection, says Capital Group.

Capital Group 10th Apr 2025

Upfront-Tariffs_vidimg VIDEO

Baillie Gifford | Upfront: Tariffs, Minerals and Managed Fund

Financial journalist Cherry Reynard and Baillie Gifford investment manager Steven Hay explore Trump's tariffs, interest rates and the Baillie Gifford Managed Fund's bond holdings in the lat...

Baillie Gifford 7th Apr 2025

Partner Zone

US tariffs are serious threat to global growth

The new US tariffs sound the death knell of globalisation. Fidelity believes markets have underestimated their scale and there are substantial risks to global growth as a result.

Fidelity International 4th Apr 2025

cpgp_tarrifs200325 Partner Zone

Understanding tariffs in five charts

Tariffs are making headlines as the Trump administration implements trade policies. But what are they, why are they used, and how do they impact investors? Capital Group economists explain with fiv...

Capital Group 3rd Apr 2025

cpg_podcastimga Podcast

Capital Group | Charting the course for tomorrow’s cruiseliners

The first episode of the Analyst View, Capital Group’s new podcast series, charts the future of the luxury cruise liner industry.

Capital Group 3rd Apr 2025

Partner Zone

How to navigate US markets in 2025 and beyond

Fidelity’s investment team outline five key themes that may explain some of the short-term volatility, but ultimately underpin the compelling case for investing in US equity markets.

Fidelity International 1st Apr 2025

bg_PCF webinar VIDEO

Baillie Gifford | Positive Change: rising to the challenge

Lee Qian, manager of the Baillie Gifford Positive Change Fund, explores the progress of portfolio holdings in a changing world from tech giants TSMC and Microsoft to healthcare innovators Dexcom an...

Baillie Gifford 31st Mar 2025

Partner Zone

UK: a fertile hunting ground for contrarian investors

The unpopularity of the UK market in recent years has made it an attractive hunting ground for contrarian value investors. While investors continue to be seduced by the charms of the US technology...

Fidelity International 27th Mar 2025

nione_banks260325 Partner Zone

Crisis, central banks and a comeback: why gold equities shine today

Investors looking for opportunity in today’s uncertain markets should take a fresh look at gold equities. While the long-term case for gold is well established, immediate market dynamics are...

Ninety One 26th Mar 2025

nione_gemai260325 Partner Zone

Hidden GEMs: AI’s new power shift – how DeepSeek is challenging US tech supremacy

Ninety One’s Anton du Plooy discusses how DeepSeek's AI breakthrough is challenging US dominance, bypassing restrictions and reshaping global AI investment and geopolitics.

Ninety One 26th Mar 2025

nione_tariffs180325 Podcast

Ninety One | Follow the trendlines, not the headlines

Tariffs are reshaping market dynamics—where are the opportunities for emerging market equity investors? Portfolio manager Varun Laijawalla explores the risks, the mispricings, and the strateg...

Ninety One 18th Mar 2025

Article-Chart-03-smll2024 Analysis & Opinion

The Week: The rise of passive faces a threat from US weakness

The rise of passive faces a threat from US weakness.

Adviser-Hub 13th Mar 2025

Article-America-02-smll2024 Market Updates

Global updates: tariff jitters

US markets declined over February as a whole, driven down by concerns over the possible impact of US President Donald Trump’s trade tariffs.

Adviser-Hub 11th Mar 2025

cpgrp_five050325 Partner Zone

Five keys to investing in 2025

Watch Capital Group portfolio manager Rob Lovelace and economist Jared Franz discuss economic cycles, developments in AI and healthcare, and the impact tariffs could have on markets.

Capital Group 5th Mar 2025

Article-Technology-03-smll2024 Analysis & Opinion

The Week: Back to the races for big technology

Can strong results from Nvidia calm investor nerves on the outlook for the dominant technology sector?

Adviser-Hub 27th Feb 2025

abrdn5_1702025 Partner Zone

Asia-Pacific (APAC) real estate market outlook Q1 2025

Within APAC, Japan and Korea are the top-two markets where we have the highest conviction. Read more about our APAC real estate outlook.

Aberdeen Investments 17th Feb 2025

bg_blockchain140225 VIDEO

Baillie Gifford | Scottish Mortgage interviews Blockchain.com’s CEO

Co-Founder and CEO of Blockchain.com, Peter Smith, on how his company has emerged through the crypto storm in a stronger position. Find out more in the latest episode of Invest in Progress.

Baillie Gifford 14th Feb 2025

Article-DonaldTrump-01-smll2024 Analysis & Opinion

The Week: is America really so great?

There has been a rose-tinted view of the US economy and stock market. It needs to be challenged. 

Adviser-Hub 13th Feb 2025

bg_ai130225 Analysis & Opinion

AI revolution: behind the 'overnight' success

Baillie Gifford’s Stewart Hogg explores how AI is reshaping companies and driving long-term growth.

Baillie Gifford 13th Feb 2025

Partner Zone

Positive Change: investor letter Q4 2024

The Baillie Gifford Positive Change team shares insights on Q4 2024, covering the strategy's recent performance, portfolio adjustments, and market influences. Capital at risk.

Baillie Gifford 13th Feb 2025

nione_nintendo110225 Partner Zone

Nintendo: an innovative giant

Ninety One's Abrie Pretorius explains why Nintendo's ability to continually innovate has helped build an unmatched portfolio of titles and lock in an army of adoring customers. 

Ninety One 11th Feb 2025

abrdnreal110225 Analysis & Opinion

Real estate: building the business case for sustainability

How can real estate balance operational efficiency with embodied carbon to drive sustainability?
 

Aberdeen Investments 11th Feb 2025

Article-Buildings-FED-01-smll2024 Market Updates

Global updates: Trump hits the ground running

US markets rose following the inauguration of Donald Trump as the 47th US President began to issue a raft of executive orders. 

Adviser-Hub 7th Feb 2025

cpgp3_050225 Partner Zone

2025 and beyond: key industry and market trends

Capital Group CEO Mike Gitlin and vice chair Jody Jonsson discuss opportunities and challenges in the evolving investment landscape, share their market outlook and assess important trends in the fi...

Capital Group 5th Feb 2025

Partner Zone

Inevitable and investable: five long-term growth drivers

Baillie Gifford explores some of the ways the world will change, from smarter robots to medical breakthroughs achieved at speed.

Baillie Gifford 30th Jan 2025

cgp_pers220125 Partner Zone

Perspectives on equity markets for Q1 2025 and beyond

To help investors explore the investment implications in global equity markets over the near and longer term, Capital Group has published the first of its quarterly Equity Perspectives reports.

Capital Group 22nd Jan 2025

Partner Zone

CIO 2025 Outlook - A divergent shift

Senior members of Fidelity’s investment team explore the key factors driving markets and analyse the implications for the world's major asset classes as we head into 2025.

Fidelity International 7th Jan 2025

nione_yrballta Partner Zone

The year of the ballot

FX markets are often the best way to express views or hedge positions in and around elections, and FX volatility presents a source of potential alpha, says Ninety One.

Ninety One 5th Dec 2024

Analysis & Opinion

The Week: trouble ahead for fixed income markets?

Fixed income markets are facing pressure as inflation expectations revive. Where are the vulnerabilities?

Adviser-Hub 14th Nov 2024

Market Updates

Global updates: A choppy month for markets

Uncertainty ahead of the US Presidential election weighed on share prices in the US and around the world during October. Major equity markets were choppy but generally fell over the month, although...

Adviser-Hub 8th Nov 2024

cgrp_bnds71124 Analysis & Opinion

Market view: Have investors missed the rally in stocks and bonds?

As markets have recovered, the fresh opportunity to get invested is clear — and sitting on cash-like holdings should have less appeal, says Capital Group.

Capital Group 7th Nov 2024

fs_japan_thomaspatchett VIDEO

Baillie Gifford | Future Stocks: Our best investment ideas in Japan

Baillie Gifford investment specialist Thomas Patchett identifies three Japanese companies, Softbank, Rakuten and Eisai, as leaders in automation, digitalisation and healthcare, creating opportuniti...

Baillie Gifford 7th Nov 2024

fs-europe -thomashodges VIDEO

Baillie Gifford | Future Stocks: Our best investment ideas in Europe

Where are Europe's hidden growth opportunities? Baillie Gifford’s Thomas Hodges, explains how companies Lonza, Topicus and Soitec thrive, revealing a far more interesting investment lands...

Baillie Gifford 7th Nov 2024

abrdn_realest231024 VIDEO

abrdn Investments | The start of a new real estate cycle?

abrdn reviews substantial re-pricing risk now in the rear-view mirror, now could be an opportune time to start thinking about your clients’ real estate allocations.

Aberdeen Investments 23rd Oct 2024

ninone_gold221024 Partner Zone

Notes from the road: why investors should take heart from a ‘sober’ gold-sector gathering

Gold is at record highs, yet attendance at the biggest annual gold-industry conference was well below average, which says something useful about sentiment and what investors can expect, says Ninety...

Ninety One 22nd Oct 2024

cp_bottlenck251024 Partner Zone

Four AI bottlenecks could bolster old-economy companies

Certain resource constraints could prevent AI growth rates from meeting lofty expectations, but the bottlenecks might not be where you expect, says Capital Group.

Capital Group 17th Oct 2024

bg_gwth151024 Podcast

Baillie Gifford | Why growth investors can't ignore China

China’s electric car, battery and other advanced manufacturers are on the rise – Baillie Gifford tells us more.

Baillie Gifford 15th Oct 2024

Market Updates

Global updates: US markets surge to new highs

Equity markets dipped early in September, dragged lower by concerns about the outlook for the US economy that were compounded by disappointing employment data and sharp declines in technology share...

Adviser-Hub 9th Oct 2024

bg_japanauto91024-1 VIDEO

Baillie Gifford | Japan: opportunities in automation

Investment manager Donald Farquharson explores Japan's automation revolution, highlighting the country’s expertise in robot development and key industry leaders.

Baillie Gifford 9th Oct 2024

cgp_stock21024a Partner Zone

Has stock market concentration reached a tipping point?

Capital Group believes that hyperconcentration in the US stock market may be nearing a peak.

Capital Group 2nd Oct 2024

nineo_disloc24924a Partner Zone

Picture this: dislocation and distress in high-yield debt

The combination of historically expensive valuations and elevated levels of distress makes the high-yield corporate debt market an unattractive destination today. Investors can find a much better r...

Ninety One 24th Sep 2024

nine_nava Partner Zone

Navigating an increasingly concentrated market

In this piece – published before the bout of turbulence seen in markets recently – Ninety One’s Head of Quality Equities, Clyde Rossouw, explains why there are several warning sig...

Ninety One 20th Aug 2024

bny_hallmarksa Analysis & Opinion

Four hallmarks of a quality company

Walter Scott client investment manager Murdo MacLean delves into four attributes he thinks companies should possess in order to weather macro and market headwinds.

BNY Mellon Investment Management 15th Aug 2024

abrdn_aia Analysis & Opinion

Thematic equities: the next frontiers in AI

Where are the next investment opportunities in AI? abrdn details three themes that they think will drive the future of AI.

Aberdeen Investments 15th Aug 2024

Partner Zone

US recession fears rise, but fundamentals remain resilient

Markets routed at the start of August following soft US jobs data, though we believe the reaction may be misguided. With economic fundamentals remaining resilient, Global Head of Macro & Strate...

Fidelity International 14th Aug 2024

bny_weightlossa Analysis & Opinion

Weighing up the effect of weight-loss drugs

Walter Scott investment managers Lindsay Scott and Max Skorniakov, and investment analyst Dr Oriana Beaumont investigate the potential consequences of anti-obesity drugs.

BNY Mellon Investment Management 1st Aug 2024

ninetyo_marketa Partner Zone

Understanding an increasingly concentrated market

The narrow leadership in global equities is unprecedented. It is also dangerous. Ninety One’s Clyde Rossouw explains why markets do not appear as healthy as the headlines suggest.

Ninety One 30th Jul 2024

Analysis & Opinion

The Week: UK turnaround?

It’s not the first time a turnaround has been flagged for the UK market, but this time, it could be different.

Adviser-Hub 25th Jul 2024

ninety_chgmarkta VIDEO

Ninety One | Finding value in a changing market

Be wary of the ‘cyclical’ case for value: hoping the market will suddenly re-rate value stocks en masse. Instead, Ninety One says seize the ‘structural’ value opportunity: b...

Ninety One 18th Jul 2024

abrdn_privmk4a Partner Zone

Private markets house view H1 2024 summary

Against a backdrop of enduring inflation and interest rate increases in 2023, what’s next for private markets?

Aberdeen Investments 30th May 2024

cp_healta Partner Zone

The health care breakthrough that’s not an obesity drug

“Whether it’s biotechnology or medical devices, there has always been an important moment that has changed how investors view a new technology or therapy,” says Capital Group&rsqu...

Capital Group 14th May 2024

Analysis & Opinion

Opportunities in the US market today

The US economy has continued to defy expectations. Rising interest rates have made little dent in the country’s GDP trajectory, with a buoyant jobs market supporting consumer spending. Howeve...

Adviser-Hub 25th Apr 2024

ninety_fivenatural20324a Partner Zone

Five reasons natural resources equities could fuel your portfolio

Ninety One sees five compelling reasons for investors to revisit natural resources equities.

Ninety One 20th Mar 2024

Partner Zone

All aboard the growth investing train

Why do we prefer growth stocks despite the lure of shorter-term assets? Baillie Gifford’s James Budden explains why investors should consider the long-term potential of growth stocks despite...

Baillie Gifford 13th Mar 2024

cg_techmed Partner Zone

Is technology man’s best medicine?

Capital Group’s Matt Reynolds outlines some of the key investment opportunities that are being unlocked by technological breakthroughs across a patient’s journey.

Capital Group 13th Mar 2024

Analysis & Opinion

The Week: The rise and rise of the gold price

The extent of the gold price rally is too much to be explained by interest rate and inflation expectations alone. 

Adviser-Hub 13th Mar 2024

Partner Zone

Moderna: from Covid vaccines to cancer cures

Scottish Mortgage manager Tom Slater asks Moderna’s chief executive Stéphane Bancel what’s next for its cell-coding science, and how it could solve some of humanity’s most...

Baillie Gifford 16th Jan 2024

bg_mordernaa Partner Zone

Baillie Gifford | Moderna: from Covid vaccines to cancer cures

Scottish Mortgage manager Tom Slater asks Moderna’s chief executive Stéphane Bancel what’s next for its cell-coding science.

Baillie Gifford 16th Jan 2024

sm_podcast_ep4_imga VIDEO

Baillie Gifford | Moderna: from Covid vaccines to cancer cures

Scottish Mortgage manager Tom Slater asks Moderna’s chief executive Stéphane Bancel what’s next for its cell-coding science.

Baillie Gifford 16th Jan 2024

Analysis & Opinion

Bond and equity markets

It has been a better year than many expected for financial markets, with bonds and equities making gains in 2023.

Adviser-Hub 16th Jan 2024

abrdn_frontiersa Podcast

abrdn | A sit down with a frontiersman – how to invest and holiday in the new wild west

abrdn’s Nick Robinson is joined by Kevin Daly to explore the world of frontier markets.   

Aberdeen Investments 14th Dec 2023

ninety_volat111223 Analysis & Opinion

Volatility is creating opportunities

A downturn in market sentiment is creating new opportunities to get exposure to parts of the economy expected to grow fast as the energy transition progresses. 

Ninety One 11th Dec 2023

Partner Zone

NVIDIA: Accelerating AI

Silicon Valley’s longest-serving chief executive is playing a pivotal role in the advance of AI. Scottish Mortgage’s Claire Shaw explains how a long-term plan by NVIDIA’s Jensen H...

Baillie Gifford 8th Dec 2023

Partner Zone

What the gold price is telling us

Gold has defied rising bond yields to trade in a range rarely seen before. Is there more in the price than a ‘war premium'?

Ninety One 8th Dec 2023

hub-exclusives-banner-alternatives-34 Analysis & Opinion

Higher interest rates – winners and losers

Whether interest rates are going up or down, a move in monetary policy is always big news. But what are the implications for savers, borrowers, investors, and the wider economy?

Adviser-Hub 6th Dec 2023

hub-exclusives-banner-alternatives-35 Analysis & Opinion

Lower interest rates – winners and losers

Whether interest rates are going up or down, a move in monetary policy is always big news. But what are the implications for savers, borrowers, investors, and the wider economy?

Adviser-Hub 6th Dec 2023

Partner Zone

HelloFresh: changing how people eat forever

Scottish Mortgage deputy manager Lawrence Burns speaks to Dominik Richter, co-founder and chief executive at HelloFresh, about streamlining the journey from farm to front-door, reducing food waste...

Baillie Gifford 1st Dec 2023

cg_fastlane301123a Partner Zone

Electric vehicles in the fast lane

Will European consumers be interested in buying Chinese EVs, and will China’s automakers slash prices to grab market share?

Capital Group 30th Nov 2023

Analysis & Opinion

The Week: The missing opportunity in the Autumn statement

The Chancellor missed an opportunity to revive the UK’s capital markets by ditching the British ISA idea.

Adviser-Hub 22nd Nov 2023

Analysis & Opinion

The Week: Apple versus the UK

Investors can buy the whole of the UK market for the same price as Apple. Does that look like a fair trade?

Adviser-Hub 16th Nov 2023

cpgrp_trade Partner Zone

The changing face of trade: idea-driven companies come to the fore

The knowledge economy, or digital trade, is gaining momentum, and this is giving rise to a new breed of idea-driven global giants. 

Capital Group 15th Nov 2023

Partner Zone

Agriculture is vast, varied and vital

David Heyl explains how things are changing in the strategically vital agri economy and details the resultant opportunities. 

Ninety One 8th Nov 2023

Partner Zone

The AI opportunity

Ninety One looks at the likely winners in the space and what this means for investors. 

Ninety One 27th Oct 2023

Partner Zone

Far from last orders

One in five pubs in Britain has closed, prompting a national outcry at the loss of these national institutions. But rising retail prices and falling energy costs may be putting the industry on a be...

Fidelity International 20th Oct 2023

Analysis & Opinion

The Week: Oil prices: a worry for central banks?

Oil prices are contributing to higher inflation. Could they push central banks into more rate rises?

Adviser-Hub 12th Oct 2023

Analysis & Opinion

The Week: Bond market worries

Long-dated bond yields are rising, as investors start to price in a ‘higher for longer’ scenario. Is this a much-needed adjustment? Or the start of something more worrying?

Adviser-Hub 5th Oct 2023

ninetyone_transition090323a Podcast

Ninety One | Oil and the price equation

Ninety One’s Tom Nelson discusses the oil price equation and implications of the recent rally.   

Ninety One 26th Sep 2023

bg26923climatea Analysis & Opinion

Climate and energy scenarios

Exploring risks and opportunities. 

Baillie Gifford 26th Sep 2023

Analysis & Opinion

The Week: Welcome to Swiftonomics

It is the turn of the ladies to boost the world economy this summer. Forget Abenomics or Trussonomics, it’s all about Swiftonomics now. 

Adviser-Hub 30th Aug 2023

Analysis & Opinion

The Week: Do rising loan defaults spell bad news for the high yield market?

Default rates are moving higher in the US loan market, as companies feel the pain of rising borrowing costs. Could the pain spread to the high yield market? 

Adviser-Hub 15th Jun 2023

Partner Zone

Wild for sound: how new research is plugging biodiversity’s data deficit

What gets measured gets managed. But how do you measure something as complicated as biodiversity? Fidelity is a co-sponsor behind a team of researchers from the south of France who travelled into t...

Fidelity International 24th May 2023

Partner Zone

Fundamentals: A new era for weight loss drugs

New weight loss drugs stemming from type 2 diabetes treatments may change how the world deals with obesity, but healthcare systems are not yet set up to deliver it to the hundreds of millions of po...

Fidelity International 24th May 2023

bg_scottishmg250423 Podcast

Baillie Gifford | UPSIDE Foods: Real meat without harming animals

UPSIDE Foods founder and chief executive Uma Valeti tells Scottish Mortgage’s deputy manager Lawrence Burns how his firm has developed a way to create meat, without needing farmed livestock.<...

Baillie Gifford 25th Apr 2023

Partner Zone

UPSIDE Foods: why its vegan founder is championing meat

Scottish Mortgage deputy manager Lawrence Burns uncovers how UPSIDE Foods has developed a way to create meat, without needing farmed livestock.

Baillie Gifford 25th Apr 2023

Analysis & Opinion

Turbulent markets: the impact of banking fragility

Turmoil in the banking sector has created significant volatility across bond markets in recent weeks. While the emergency rescue deal between Credit Suisse and UBS plus reassurances from central ba...

Adviser-Hub 6th Apr 2023

Analysis & Opinion

The Week: Does the jobs report hasten rate cuts?

With markets in a trading range, clarity on interest rates is needed to make progress. The recent jobs report is encouraging. 

Adviser-Hub 5th Apr 2023

bg_recrusion040423a Podcast

Baillie Gifford | Recursion: where biology meets technology

How do you solve a problem as complex as drug discovery? With robotics, machine learning and AI. Recursion Pharmaceuticals co-founder and CEO Chris Gibson explains more to Scottish Mortgage manager...

Baillie Gifford 4th Apr 2023

Podcast

abrdn | Macro Bytes: Europe rewriting its fiscal rules

Luke Bartholomew, Senior Monetary Economist, talks to Paul Diggle, Deputy Chief Economist and Lizzy Galbraith, Political Economist at abrdn, about Europe’s changing fiscal framework.The rules...

Aberdeen Investments 3rd Apr 2023

Analysis & Opinion

The Week: Fund flow data: UK equities are shown the red card

A year of stronger performance hasn’t helped UK equities’ reputation among investors, according to recent IA data.

Adviser-Hub 8th Mar 2023

Analysis & Opinion

The Week: Is good news bad?

Good news has become bad news as markets see positive data raising the likelihood of interest rate hikes. 

Adviser-Hub 1st Mar 2023

Analysis & Opinion

The Week: Europe: the right option for a recovery?

Europe has lagged the US for almost a decade. However, it has shown real strength since the start of this year. Can it sustain this momentum?

Adviser-Hub 23rd Feb 2023

Analysis & Opinion

The Week: Better times for the UK?

The recent inflation and growth data for the UK gave tentative cause for optimism. However, the UK has a long way to go before it is likely to lure back international buyers.  

Adviser-Hub 16th Feb 2023

Analysis & Opinion

The Week: Investors cash out in tough markets…again

Outflows from investment funds in 2022 show that investors are failing to learn the lessons from previous market downturns.

Adviser-Hub 9th Feb 2023

Analysis & Opinion

Cementing a greener future in China

Cement is one of the dirtiest industries for greenhouse gas emissions. Fidelity’s analysts have been engaging with a top Chinese cement producer to help them realise a greener path.

Fidelity International 2nd Feb 2023

Analysis & Opinion

The Week: Pivot anyone?

Financial markets are eagerly awaiting a pivot once again. Will they be thwarted? Or could the Federal Reserve come good?

Adviser-Hub 1st Feb 2023

Market Updates

Global updates: Markets end 2022 on a negative note

Global equity markets ended 2022 in negative territory as investors took stock of a torrid year and looked ahead to the prospect of slowing global growth and persistent inflationary pressures.

Adviser-Hub 5th Jan 2023

Analysis & Opinion

The Week: Swing factors in the year ahead

The fallout from the Ukraine crisis and a hike in interest rates were the key factors in market direction in 2022. In the year ahead, active managers will be hoping for less macro and more micro.

Adviser-Hub 4th Jan 2023

Analysis & Opinion

The Week: Do markets present a once-in-a-decade investment opportunity? 

New research suggests that financial markets are starting to look attractive once again after a dismal year for investors. Could there be better times ahead?

Adviser-Hub 17th Nov 2022

Partner Zone

Infrastructure: seeking resilient income in tough times

Why investing in infrastructure for our greener future could also protect you against inflation. Baillie Gifford’s Gemma Wright explains how. Capital at risk and income not guaranteed.

Baillie Gifford 8th Sep 2022

Analysis & Opinion

How to navigate impact washing

Insight Investment’s Portfolio Manager Simon Cooke discusses the impact of emerging market sustainable bonds in comparison to those in developed markets.

BNY Mellon Investment Management 31st Aug 2022

Analysis & Opinion

Seven hallmarks of leading companies

Walter Scott’s research team outlines seven important ‘personality traits’ that may help companies be resilient in a tough market climate.

BNY Mellon Investment Management 25th Aug 2022

Analysis & Opinion

The Week: Corporate earnings: the next problem for investors?

Corporate earnings held up reasonably well in the second quarter, but there are increasing jitters about their direction from here. Could earnings weakness prompt markets to lurch lower?

Adviser-Hub 24th Aug 2022

Analysis & Opinion

The Week: The global economy is teetering: why are markets ok about it?

Markets rallied in July in spite of some tough economic data. They are hoping weaker growth may force a change of heart from the Federal Reserve.

Adviser-Hub 10th Aug 2022

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Baillie Gifford | Corporate Bonds: Finding opportunities in resilience

Baillie Gifford’s Torcail Stewart explains how attractive investment opportunities can be found by seeking resilient companies and thinking long-term. Capital at risk and income not guaranteed.

Baillie Gifford 21st Jul 2022

Analysis & Opinion

The Week: UK GDP: good news amid the gloom?

UK GDP data came in ahead of market expectations and staved off recession for another few months. Is it the sign of a turnaround?

Adviser-Hub 13th Jul 2022

Analysis & Opinion

The Week: Saving the blue economy

Oceans Day 2022 serves as a reminder of the threat to the world’s oceans – and the role investors can play in holding companies to account.

Adviser-Hub 9th Jun 2022

Analysis & Opinion

The Week: The state of markets: is it over yet?

This has been a tough period in markets. However, it is difficult to see a reversal in fortunes in the short-term.

Adviser-Hub 25th May 2022

Analysis & Opinion

The Week: Latin America: the world’s investing hotspot

Latin American funds have been top performers since the start of the year, buoyed by rising commodity prices and currency strength. But will difficult politics disrupt the region’s strength?

Adviser-Hub 24th Mar 2022

AHHEVid_23Mar22 VIDEO

Handling the year ahead: how fund managers are adapting their portfolios

Financial markets in 2022 are likely to break with recent history. We ask two fund managers with flexible strategies how they are positioning for the year ahead.

Adviser-Hub 23rd Mar 2022

Analysis & Opinion

The Week: Might the war in Ukraine change the direction of interest rates?

Interest rates are slated to rise several times in 2022. Does the Ukrainian crisis shift the thinking from central bankers?

Adviser-Hub 16th Mar 2022

Market Updates

UK market review: UK markets drop on Ukraine invasion

Share prices in the UK generally fell during February as a whole, as concerns over the prospect of a Russian invasion of Ukraine turned into reality.

Adviser-Hub 9th Mar 2022

Analysis & Opinion

The Week: Soaring oil price: is a recession inevitable?

The oil price hit new highs this week, as countries took steps to cut Russian oil out of their energy supply chain.

Adviser-Hub 9th Mar 2022

HN_7March22 VIDEO

This time it's different: what will drive markets in the year ahead?

2022 promises to be a very different kind of year for financial markets. In particular, rising rates and higher inflation will reshape the landscape. Does anything else have the power to surprise mark...

Adviser-Hub 7th Mar 2022

Analysis & Opinion

The Week: Ukraine and the impact on markets

The impact of geopolitical events on markets is often short-lived – will it be different for the Ukrainian crisis?

Adviser-Hub 3rd Mar 2022

Analysis & Opinion

Reversal of fortunes: asset class outlook for 2022

For investors that have got it right, it has been an easy way to grow wealth. However, that may be all about to change.

Adviser-Hub 17th Feb 2022

Analysis & Opinion

The Week: Does the conflict in Ukraine pose a risk to markets?

As the crisis escalates, what is the fallout for financial markets from tension on the Ukrainian border?

Adviser-Hub 10th Feb 2022

Analysis & Opinion

2022: what will drive markets in the year ahead?

2022 promises to be a very different kind of year. The environment of loose monetary policy and benign inflation that has characterised the decade or more since the financial crisis is starting to shi...

Adviser-Hub 8th Feb 2022

Analysis & Opinion

The Week: Jump in profit warnings suggests a tougher 2022

Omicron was barely getting started, but profit warnings had already started to rise in the final quarter of 2021. Supply chain problems were starting to bite.

Adviser-Hub 26th Jan 2022

Analysis & Opinion

The Week: Inflation: not so transitory after all

Inflationary pressures are real and are looking increasingly persistent rather than transitory. Investors need to be wary of the assumption that all equities can weather an inflation storm.

Adviser-Hub 16th Dec 2021

Analysis & Opinion

The Week: The bear market in the lockdown winners

Lockdown winners have become recovery losers. Is value emerging?

Adviser-Hub 24th Nov 2021

Partner Zone

Shock of the old: investing in heavy industries in a new-energy world

As the basis of the world’s energy supply shifts from fossil fuels to mainly metal-based technologies, we face upheaval in many commodity markets. Ninety-One identifies opportunities for investors, bu...

Ninety One 8th Nov 2021

Analysis & Opinion

Five reasons why healthcare may be the sector of the decade

The pandemic has thrown a spotlight on the healthcare industry. It has exposed the inadequacies of healthcare infrastructure across the globe, while also showcasing the astonishing innovation potentia...

Adviser-Hub 25th Oct 2021

Analysis & Opinion

Commodities: all over or just beginning?

At the start of 2021, investment in the commodities and natural resources sector looked like a no-brainer. A decade of weakness had left prices low, while a sharp economic recovery and ambitious infra...

Adviser-Hub 18th Oct 2021

Analysis & Opinion

The Week: Did you miss the UK’s bounce-back?

More lacklustre data from the UK emerged this week. Is the weakness temporary? Or have we seen the best of the UK’s revival?

Adviser-Hub 13th Oct 2021

Analysis & Opinion

The Week: UK consumer: struggling or saviour?

The UK consumer was due to drive the economic recovery, but it hasn’t worked out that way.

Adviser-Hub 30th Sep 2021

Analysis & Opinion

Investing in firms shaping the world of tomorrow

From futuristic wireless technology to healthcare innovation and new forms of food production, Investment Analyst Michael Pye of Baillie Gifford’s US Equity Team considers the advances that may define...

Baillie Gifford 10th Sep 2021

Analysis & Opinion

The Week: What does a normalising recovery mean for investors?

As economic recovery starts to slow into a more normal pattern, is it bad news for over-inflated markets?

Adviser-Hub 26th Aug 2021

Analysis & Opinion

How to get the maths right on education costs

After a bumper year for A level grades, almost 400,000 students were confirmed at their first-choice university this year. This is good news for them, but may also commit their long-suffering parents...

Adviser-Hub 16th Aug 2021

The rebranding of the oil & gas majors: greenwashing or sound common sense?

Interest in renewable energy sources has intensified as countries seek to move away from fossil fuels to meet the climate change targets set out in the Paris Agreement, says Sanlam.

Various 11th Aug 2021

Market Updates

UK market review: Freedom … but no celebration for UK investors

England’s “Freedom Day” on 19th July received a lacklustre welcome from investors as the Delta variant of the Covid-19 virus continued to spread.

Adviser-Hub 6th Aug 2021

Market Updates

UK market review: UK inflation breaches 2% target

Against a backdrop of intensifying pressures, both at home and in the US, UK investors continued to focus on the outlook for inflation during June.

Adviser-Hub 15th Jul 2021

Analysis & Opinion

The journey to a carbon-neutral economy

The electrification challenge – Walter Scott's investment team considers the challenge and opportunity in the coming energy transition

Adviser-Hub 8th Jul 2021

Analysis & Opinion

Market View: What Japan’s digital transformation means for markets

After years as relative laggards, Japanese companies are now diving into digital transformation.

Adviser-Hub 8th Jul 2021

Analysis & Opinion

The Week: Is the recovery running out of steam?

Until the last few weeks, the global recovery had surprised with its strength. However, recently the signals – on jobs, on retail sales, on inflation – have been more mixed.

Adviser-Hub 17th Jun 2021

Market Updates

UK equity income market review: UK dividends show signs of a pickup

Having breached 7,000 points for the first time since February 2020 during April, the FTSE 100 Index rose above 7,000 once again during May.

Adviser-Hub 10th Jun 2021

Analysis & Opinion

The Week: Why is the gold price rising?

Inflation? Cryptos? Interest rates? What explains the recent strength of gold?

Adviser-Hub 9th Jun 2021

Analysis & Opinion

The Week: Boom times for the global economy

The global economy is flying, but with structural imbalances building, will its strength be reflected in markets?

Adviser-Hub 3rd Jun 2021

Analysis & Opinion

The Week: Europe: the advantage of low expectations

Europe’s economic data may be weak, but its corporate sector is showing a buoyant recovery – and expectations are far lower than for the buoyant US.

Adviser-Hub 12th May 2021

Market Updates

Global update: Optimism drives share prices in April

Global equity markets generally rose during April, buoyed by encouraging economic data from the US. The IMF upgraded its forecasts for global growth from 5.5% to 6% in 2021 and from 4.2% to 4.4% in 20...

Adviser-Hub 5th May 2021

Analysis & Opinion

The Week: Is the reflation trade at risk?

The reflation trade continues in earnest, with cyclical sectors leading markets in recent weeks. However, could problems in the vaccine rollout disrupt markets’ assumptions?

Adviser-Hub 7th Apr 2021

Market Updates

Market View: A year in a bubble

As Google search trends for “stock market bubble” reach record levels, Fidelity Global Special Situations Fund Portfolio Manager Jeremy Podger examines the current state of markets

Fidelity International 12th Mar 2021

Market Updates

The Week: Vaccine fever

The prospect of a vaccine has ignited stock markets, but will it really be the panacea that investors expect?

Adviser-Hub 12th Nov 2020

Market Updates

UK equity income market review: What next for dividends?

Hopes that a nascent economic recovery could lead to a renaissance for UK dividends were dealt a blow at the end of October as the Government implemented further lockdown measures in a bid to stem the...

Adviser-Hub 5th Nov 2020

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Ninety One | US Election: 91 seconds with…

Paul Vincent, Portfolio Manager on the Ninety One American Franchise Fund, explains his Quality approach to navigating volatile equity markets in the run up to the election.

Ninety One 29th Oct 2020

Market Updates

The Week: How is China faring in the wake of the Covid-19 outbreak?

Predictions for the demise of China may have been exaggerated. There are signs it is recovering fast.

Adviser-Hub 23rd Sep 2020

Market Updates

The Week: Will Covid-19 end US market dominance?

US markets have outperformed for a decade, but can this continue in the face of a woeful Covid-19 response and political uncertainty?

Adviser-Hub 5th Aug 2020

Market Updates

Volatile markets? Five reasons to take heart

It can be difficult to remember in the heat of a market sell-off, but even amid the grimmest times – war, plague, financial crisis – markets recover.

Adviser-Hub 24th Jun 2020

Market Updates

Investment advice worth listening to

There’s no shortage of people offering advice on investment: Some – Warren Buffet or George Soros – may be worth listening to.

Adviser-Hub 24th Jun 2020

Market Updates

The Week: Have markets moved too far, too fast?

Markets have seen one of the quickest rebounds in history, to the extent that investors are starting to wonder whether they might have gone too far.

Adviser-Hub 3rd Jun 2020

Market Updates

The Week: Does size really matter?

Size has provided little protection in the recent market rout. The appeal of large caps has historically been their defensiveness and their dividend payments, but does this still stand?

Adviser-Hub 28th May 2020

Fil30Apr2020 VIDEO

Fidelity International | Society’s focus on sustainability and resilience to go parabolic

Fidelity’s Andrew McCaffery, Global CIO, Asset Management, and Ned Salter, Head of Equities, assess recent market movement and outline why the focus on sustainability issues will continue to grow as w...

Fidelity International 30th Apr 2020

Market Updates

The Week: Oil price shock: the implications

The pandemic has already disrupted equity and bond markets, but now its influence is spreading to commodities markets and notably to the price of oil. What are the implications of rock bottom oil pric...

Adviser-Hub 23rd Apr 2020

Market Updates

Five pieces of genuine reassurance to give clients in difficult markets

The scary falls in the FTSE 100 are those that make headlines, but most investors with a well-managed portfolio won’t have taken the full-force of the blow.

Adviser-Hub 23rd Apr 2020

Market Updates

The Week: What markets really, really want...

Markets have their fiscal and monetary stimulus, but still they’re not happy. What would it take to improve market sentiment?

Adviser-Hub 12th Mar 2020

Market Updates

UK equity market review: Companies warn on profits as coronavirus bites

Share prices tumbled during February as the extent and severity of coronavirus continued to intensify. By the end of the month, 85,403 cases had been confirmed worldwide, with 23 cases in the UK.

Adviser-Hub 4th Mar 2020

Market Updates

The Week: Only flu? Assessing the impact of the Corona virus

It’s been a torrid week for the financial markets, as investors assess the potential impact of the Coronavirus.

Adviser-Hub 26th Feb 2020

Market Updates

The Week: The UK continues its unloved status

As Valentine’s Day approaches, the UK still can’t find many suitors. The post-election bounce has ebbed and investors are looking at the Brexit negotiations with trepidation.

Adviser-Hub 12th Feb 2020

Market Updates

The Week: Returns in short supply

It’s been a torrid time for short-sellers of Elon Musk’s Tesla as the company has beaten expectations on profits. Does it challenge the concept of short-selling?

Adviser-Hub 5th Feb 2020

Market Updates

Global update: Coronavirus hits investor sentiment

Investor sentiment was initially buoyed in January as the US and China signed their interim trade deal, driving US share indices to new all-time highs.

Adviser-Hub 4th Feb 2020

Market Updates

The Week: ESG - a generational change for investment managers

If there has been a defining issue for the fund management industry in 2019, it is ESG.

Adviser-Hub 27th Nov 2019

Asian Income: Asia the next dividend powerhouse

Asia has typically been viewed as an investment destination for those seeking capital growth with relatively high levels of volatility.

Fidelity International 20th Nov 2019

Partner Zone

Bright sparks in autos and tech shine through clouds of US/China trade tensions

A choppy earnings season and ongoing concerns over political risk have cast a pall over the tech sector in recent months.

BNY Mellon Investment Management 13th Nov 2019

Partner Zone

The geopolitics behind oil

September’s attack on a production facility in Saudi Arabia resulted in the price of oil spiking nearly 20% - the largest one-day price move since the Iraqi invitation of Kuwait back in 1990. We asses...

Fidelity International 5th Nov 2019

Market Updates

The Week: The future of fund management

ESG may be the saviour of active management, but it’s place in the retail funds industry is still in flux.

Adviser-Hub 30th Oct 2019

Fidelity21Oct VIDEO

Fidelity International | Grocery retail: the next frontier for China e-commerce

Hyomi Jie, portfolio manager of the Fidelity China Consumer Fund, compares China’s traditional wet markets to ultra-modern supermarket grocery deliveries and examines the perceptions of customers usin...

Fidelity International 21st Oct 2019

Partner Zone

How facial recognition tech could prompt new business opportunity

Facial recognition technology is becoming an increasingly controversial tool in the fight against crime. Yet it also holds significant positive potential for other business sectors.

BNY Mellon Investment Management 17th Oct 2019

Market Updates

The Week: As trade talks resume, how optimistic should we be about the prospects for a deal?

As trade talks resume, how optimistic should we be about the prospects for a deal?

Adviser-Hub 9th Oct 2019

Market Updates

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

Market Updates

The Week: Is stockpicking enough in a populist era?

Fund managers are fond of emphasising that they focus on stockpicking rather than troubling themselves with the broader macroeconomic landscape.

Adviser-Hub 25th Sep 2019

Partner Zone

Sustainability vs. fast fashion – the war for millennials

Fast fashion has benefited from increased consumer desire for speed and value but as clothing increasingly takes up space in landfills, sustainable fashion is gaining ground. But there are many hurdle...

BNY Mellon Investment Management 18th Sep 2019

Market Updates

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

Market Updates

UK equity market review: 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

Market Updates

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

Market Updates

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

Market Updates

UK equity market review: 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 VIDEO

Investec | The driving force behind defensive returns?

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

Ninety One 9th Jul 2019

Market Updates

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

Market Updates

The Week: Monetary easing resumes: will markets be impressed?

It is deja vu all over again. This week, central banks have hinted at further rate cuts, but is monetary easing losing its potency?

Adviser-Hub 27th Jun 2019

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The Week: Is value emerging in retail property?

The UK’s retail property sector has been tough, but is now attracting interest from across the pond.

Adviser-Hub 23rd May 2019

Market Updates

UK equity income market review: 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

Market Updates

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

Market Updates

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

Market Updates

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

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The Week: 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

Market Updates

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

Market Updates

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

Market Updates

Asian Japan markets review: 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

Market Updates

Emerging markets review: 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

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The Week: 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

Market Updates

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

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Europe market review: Europe: “a bunch of uncertainties”

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.

Adviser-Hub 9th Nov 2018

Market Updates

The Week: 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

Market Updates

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

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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

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

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 the FTSE 100, 12.2...

Adviser-Hub 4th Oct 2018

Market Updates

Emerging markerts review: 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

Market Updates

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

Article-Chart-04-smll2024 Market Updates

UK equity market review: 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

Market Updates

The Week: Is there any hope for the High Street?

t was another grim week for the UK high street. M&S looks set to tumble out of the FTSE 100 as it announced falling profits.

Adviser-Hub 24th May 2018

Market Updates

Emerging markets review: 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

Market Updates

The Week: Is the market peak behind us?

At the recent Jupiter annual dinner, two fund managers debated whether the markets peaked on 26 January. 

Adviser-Hub 26th Apr 2018

AH-VOTW-Fidelity7Apr Market Updates

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

Aclear-cutfuture4markets10Apr VIDEO

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

Market Updates

The Week: Time to relax?

Markets appear on a surer footing following the volatility at the start of the year, but can it last?

Adviser-Hub 15th Mar 2018

Market Updates

Emerging markets review: 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

Market Updates

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

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UK equity market review: UK shares joined February’s global sell-off

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.

Adviser-Hub 9th Mar 2018

Market Updates

Global update: 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

Market Updates

Emerging markets review: The price of oil reaches US$70 in January

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

Market Updates

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

Market Updates

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

Since 1986, veteran analyst Byron Wein, vice chairman of Blackstone Advisory Partners of Blackstone, has published his 10 ‘surprises’ for the year ahead.

Adviser-Hub 25th Jan 2018

Market Updates

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

Market Updates

The Week: The week

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.

Adviser-Hub 4th Jan 2018

Market Updates

The Week: Everything is rosy in the economic outlook, so why don’t we feel happier?

In such a good environment, investors are surprisingly gloomy. Is it time for some Christmas jollity?

Adviser-Hub 7th Dec 2017

Market Updates

Global update: Politics dominate in October

Politics grabbed the spotlight during October, and global investor sentiment was affected by mounting political crisis in Spain, General Elections in Japan and Austria, and continuing developments.

Adviser-Hub 7th Nov 2017

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