Adviser-Hub articles

Articles tagged: OUTLOOK
cgpbenjb31024a Analysis & Opinion

Welcome to the Benjamin Button economy

In the 2008 film The Curious Case of Benjamin Button, the title character ages in reverse – oddly enough, Capital Group’s Jared Franz thinks the US economy is doing something similar.

Capital Group 3rd Oct 2024

ninety_podcsta Partner Zone

US election: how a Trump or Harris victory will shape markets

Ninety One’s Philip Saunders analyses this most tight of political struggles and speculates on market reaction to both possible eventualities.

Ninety One 3rd Sep 2024

ninety_finanmrka Analysis & Opinion

Climate adaptation for the next generation

Financial innovation to manage extreme-weather risk.

Ninety One 28th 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

pm_augustshkea Partner Zone

August 2024 shake-out

Ian Rees, Head of Multi-Manager Team at Premier Miton, looks at recent market events and reasons for optimism looking ahead.

Premier Miton Investors 13th Aug 2024

ninetyo_riskconca Partner Zone

There’s more to active risk than concentration

Ninety One’s 4Factor EM & Asia equity team challenge the notion that concentrated portfolios alone are the only way to take sufficient levels of active risk in an appropriately diversifie...

Ninety One 13th Aug 2024

sch_usequitya-1 Partner Zone

Which areas of the US equity market perform best when interest rates start to fall?

Schroders examines which stock market sectors and styles typically do well after the first interest rate cut.

Schroders 9th Aug 2024

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

The Week: Is the US really heading for recession?

This week’s turmoil in markets is premised on the view that the US might be heading for recession – is that plausible?

Adviser-Hub 8th Aug 2024

abrdn_shftecona Partner Zone

Investing in a shifting economic landscape

Four of abrdn’s senior investors give their top ideas for the rest of 2024 and beyond, based on the company’s latest global outlook.

abrdn Investments 7th Aug 2024

abrdn_china1724a VIDEO

abrdn | China: Game over? Think again

Are China’s best years behind it? We don’t think so. Slower growth doesn’t mean no growth. We unpack some of the reasons why China will remain a contender for years to come.

abrdn Investments 28th Jun 2024

cp_midyr24a Podcast

Midyear Outlook 2024: the new reality of investing

As investors, we must face up to a new reality of investing and consider fresh scenarios. What does this mean for the market outlook?

Capital Group 25th Jun 2024

Partner Zone

Scottish Mortgage: manager review

In shifting times, it’s more important than ever to stick to a long-term approach. Scottish Mortgage manager, Tom Slater discusses the Trust’s focus on resilient companies and innovativ...

Baillie Gifford 24th Jun 2024

bg_scotmanga Partner Zone

Scottish Mortgage: manager review

In shifting times, it’s more important than ever to stick to a long-term approach. Scottish Mortgage manager, Tom Slater discusses the Trust’s focus on resilient companies and innovativ...

Baillie Gifford 24th Jun 2024

nione_usfiscla Partner Zone

US fiscal consolidation? Not in 2025

Multi-Asset team analyst Dan Morgan discusses how US fiscal policy will continue to play an increasingly influential role. As investors navigate a new policymaking world, he considers what they sho...

Ninety One 19th Jun 2024

sch_aienergya Analysis & Opinion

How will AI drive energy demand?

Schroders’ Alex Monk discusses the outlook for energy transition equities and the way AI is influencing energy demand.

Schroders 22nd May 2024

fil_multiassetapa VIDEO

Fidelity International | Why a multi asset approach can deliver superior income outcomes

Talib Sheikh outlines why investors will need to embrace a broader mix of assets to provide the income, capital growth and diversification they need.

Fidelity International 29th Apr 2024

abrdn_mmarkoa VIDEO

abrdn | The monthly macro outlook video: April 2024

In our Monthly Macro video for April, Paul Diggle, Chief Economist, discusses the ‘on-again, off-again’ prospects for economic ‘soft landings’ in the major economies.

abrdn Investments 25th Apr 2024

abrdn_multiat25424a Partner Zone

Multi-Asset: How the inflation riddle could affect markets

The debate around inflation remains live and centres on whether, if at all, the dynamics of price pressures have altered in recent years.

abrdn Investments 25th Apr 2024

abrdn_outlookvida VIDEO

abrdn | The Monthly Macro Outlook Video: Tackling the last mile of inflation

In the Monthly Macro video for March, Luke Bartholomew, Senior Economist, looks at whether the final stage of the battle against inflation will prove to be the hardest.

abrdn Investments 9th Apr 2024

abrdn_horizona Partner Zone

Focusing on long-term investment horizons with MyFolio Index

Five years on, our cost-effective solution continues to help clients reach their objectives.

abrdn Investments 25th Mar 2024

abrdn_elect20324 Analysis & Opinion

Ah, politics – we’ve been expecting you

With elections around the world, abrdn’s rates team zooms in on the UK and US. There’s a lot at stake – but what could it mean for investors?

abrdn Investments 20th Mar 2024

ninety_geopolitics20324a Partner Zone

The geopolitical future that has already happened

The consequences of “the future that has already happened” are likely to be profound for investors, according to Ninety One’s Sahil Mahtani, Head of Macro Research.

Ninety One 20th Mar 2024

Schroders12321322 Partner Zone

How do sustainability factors affect a country's sovereign bonds outlook?

Schroders’ latest research examines how sustainability factors, particularly climate risk, education, and sociopolitical stability, influence the way investors price sovereign credit.

Schroders 20th Feb 2024

Partner Zone

abrdn Global real estate market outlook Q1 2024

Tenant strength and income resilience will be the focus as recession hits demand.

abrdn Investments 20th Feb 2024

abrdn-UK-real-estate Partner Zone

abrdn UK real estate market outlook Q1 2024

UK inflation is set to fall further over the next few months and interest-rate cuts are expected around the summer.

abrdn Investments 20th Feb 2024

Article-Time-01-2019 Analysis & Opinion

The Week: Prosperity in the year of the dragon?

As China welcomes its new year, will it bring better fortune for its stock market?

Adviser-Hub 1st Feb 2024

Partner Zone

Outlook 2024

We are in the first stages of a dramatic regime change - from low inflation and ever declining interest rates to an investment landscape marked by greater economic volatility and the associated hig...

Fidelity International 17th Jan 2024

Article-Protection-02-2019 Analysis & Opinion

The Week: Could it all go wrong?

After last year’s rally, markets have looked wobblier in January. Should investors be more cautious?

Adviser-Hub 17th Jan 2024

cg_bkfut5124a Partner Zone

Back to the future: lessons from past, insights for tomorrow

Whether it’s the rapid expansion of disruptive technologies or shifts in strategic relationships, change provides a wealth of investment opportunities.

Capital Group 5th Jan 2024

cg_emd5124a Partner Zone

EMD outlook for 2024: Higher for longer US rates in a bifurcated EM universe

Capital Group outlines the global backdrop that emerging markets (EMs) can expect in 2024. 

Capital Group 5th Jan 2024

cg_outlk5124a Partner Zone

Outlook 2024

Prepare for changes in the investing climate, says Capital Group.

Capital Group 5th Jan 2024

hubt_outlooka VIDEO

Hub Themes | Outlook

What’s in store for 2024? Against a fast-moving geopolitical backdrop with ele...

Adviser-Hub 14th Dec 2023

ninetyone_cop28a Podcast

Ninety One | The climate challenge is still daunting, but COP28 offered hope

Ninety One’s John Green, Chief Commercial Officer, and Annika Brouwer, Sustainability Specialist, reflect on their time at COP28, the progress that’s been made, and the highlights from...

Ninety One 14th Dec 2023

Article-Communications-02-2019 Analysis & Opinion

Five things investors should know about TNFD

The TNFD can help investors access quality information to integrate nature-related risks and opportunities in investment decisions. 

Fidelity International 11th Dec 2023

capg_ggrow821223a Analysis & Opinion

A mixed picture for global growth in 2024

Under the weight of elevated inflation and high interest rates, the world’s major economies are diverging, says Capital Group.

Capital Group 8th Dec 2023

fillowfee81223a Analysis & Opinion

There’s more to selecting equity index funds than low fees

Fidelity’s Jason Humphrey provides his expert insight into what should be on investors’ due diligence checklist when selecting equity index funds.

Fidelity International 8th Dec 2023

hub-exclusives-banner-alternatives-33 Analysis & Opinion

Four golden rules to help you handle market volatility

When uncertainty strikes, financial markets often respond with a period of volatility – and it’s not always easy to remain unflustered when asset prices are swinging back and forth. At...

Adviser-Hub 6th Dec 2023

sch_outlook24a VIDEO

Schroders | Outlooks 2024

How are investors in equities, fixed income and private assets responding to challenges as they look to 2024? Find out from our experts where they’re finding the best opportunities to benefit...

Schroders 5th Dec 2023

cg_equities301123a Partner Zone

The new normal for equities in 2024

Capital Group’s analysis shows that investors would be well served by diversifying into stocks once interest rates peak.

Capital Group 30th Nov 2023

fil_esgout281123a Analysis & Opinion

ESG outlook

Fidelity’s Chief Sustainability Officer Jenn-Hui Tan outlines how asset managers are evolving their engagement approaches to include regulators, policymakers, and industry groups, alongside c...

Fidelity International 27th Nov 2023

abrd_cop28281123a Analysis & Opinion

Understanding the language of COP28

To understand the priorities of corporate and political leaders at COP28, it’s important to speak their language, says abrdn.

abrdn Investments 27th Nov 2023

Partner Zone

Global Insights 2023

2023 has been a year of defining change, with much of the world adapting to higher interest rates – Ninety One’s portfolio managers share their key takeaways. 

Ninety One 8th Nov 2023

Article-America-02-2019-2 Analysis & Opinion

The Week: What is the US bond market saying?

US government bond yields keep ticking higher. What are bond markets trying to convey? And should investors be listening?

Adviser-Hub 26th Oct 2023

Article-Time-01-2019 Business Toolkit

Investment Outlook: Is opportunity knocking?

Fidelity’s Tom Stevenson shares his thoughts on the global economy and where potential opportunities lie.

Fidelity Adviser Solutions 25th Oct 2023

sch_policy Analysis & Opinion

Five policy recommendations for natural capital and net zero

Schroders calls on policymakers to take urgent action to join up the climate and nature agendas and accelerate transformation in the real economy and financial services.

Schroders 14th Sep 2023

Article-America-02-2019-2 Analysis & Opinion

The Week: US: too hot?

The US economy keeps coming in hotter than expected. Could it derail the narrative on inflation?

Adviser-Hub 7th Sep 2023

Article-Puzzle-01-2019 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

Article-Communications-02-2019 Analysis & Opinion

Four lessons from 50 years of bond investing

Four of Capital Group’s most tenured fixed income portfolio managers — two retired and two current —provide insights and lessons learned over their long careers.

Capital Group 18th Aug 2023

schroders_cashco8823 VIDEO

Schroders | The cash conundrum - what history tell us

War, natural disasters, economic strife, and pandemics: the last four years have challenged attitudes towards investing. With the recent surge in interest rates, why should we invest when we can ge...

Schroders 8th Aug 2023

Partner Zone

Japan outlook: the road to sustainable wage growth

Capital Group’s Anne Vandenabeele, Economist, assesses the outlook for Japan.

Capital Group 1st Aug 2023

abrdn_24723a Partner Zone

The Investment Outlook (Q3) – Introduction

Peter Branner introduces 5 new Investment Outlook articles which offer insights into key asset classes and topics as storm clouds gather for investors.

abrdn Investments 24th Jul 2023

Partner Zone

2023 Midyear Outlook report

Capital Group’s portfolio managers and economists discuss the prospects for equities, bonds and economies in this new reality.

Capital Group 30th Jun 2023

Partner Zone

Bond outlook: Fed pause leaves many paths to income potential

After a rough 2022, fixed income is back to fulfilling its role as a source of stability and diversification.

Capital Group 30th Jun 2023

Article-Europe-01-2019 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...

abrdn Investments 3rd Apr 2023

Article-Chart-03-2019 Analysis & Opinion

The Week: Inflation comes back to bite

Many investors had believed inflationary pressures were easing; the latest UK inflation figures are a nasty surprise. 

Adviser-Hub 22nd Mar 2023

Analysis & Opinion

Forget February, focus on March

Ninety One’s Russell Silberston argues that investors should look beyond central banks’ February meetings to those occurring in March, when things will get interesting.

Ninety One 9th Feb 2023

Partner Zone

Positive Thinking: Climate Action 100+ in practice

Jim Wright, Manager of the Premier Miton Global Infrastructure Income Fund joins Helene Winch, Head of Responsible Investing, to discuss where progress is being made in the initiative and what the...

Premier Miton Investors 7th Feb 2023

schroders_300123a VIDEO

Schroders | CIO Lens Q1 2023: brighter days ahead?

After the gloom of 2022, Johanna Kyrklund and other leading investors around Schroders look at what might await in 2023, including the increased attraction of bonds and markets outside the US.

Schroders 30th Jan 2023

bg_whats_next_for_growth_stocksthumbnail VIDEO

Baillie Gifford | What's next for growth stocks?

As many question the future of growth investing, the American Fund’s Dave Bujnowski explores the new engines powering progress.

Baillie Gifford 25th Jan 2023

Article-Search-05-2019 Analysis & Opinion

Cloudy outlook?

Inflation, what central banks do (or don’t do) and the ongoing war in Ukraine… BNY Mellon Investment Management senior strategist Lale Akoner explores the challenges that markets might...

BNY Mellon Investment Management 13th Jan 2023

Article-Global-04-2019 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

Article-Animals-Bear-01-2019 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

Article-Chart-02 Partner Zone

Regime shift: five seismic adjustments taking place in the global economy

As this economic cycle ends, we shouldn't expect to see the patterns of the past decade repeated. A new regime in policy and market behaviour is unfolding which investors need to understand if...

Schroders 14th Dec 2022

fil_esg_outlook23 VIDEO

Fidelity International | Outlook 2023: Sustainable Investing

Jenn-Hui Tan, Fidelity’s Global Head of Stewardship and Sustainable Investing, provides his outlook for the year ahead for all things ESG.

Fidelity International 21st Nov 2022

fil_ceooutlook VIDEO

Fidelity International | Outlook 2023: Fidelity’s CEO and CIO debate the key themes

Fidelity’s CEO Anne Richards and Global CIO Andrew McCaffery discuss how investors should think about positioning for the challenges and opportunities that are set to arise over the coming ye...

Fidelity International 21st Nov 2022

Article-DowningStreet-01-2019 Analysis & Opinion

The Week: Has Jeremy Hunt done enough?

Income Chancellor Jeremy Hunt shelved the controversial mini-budget as he sought to stave off further volatility for UK assets. Order has been restored, but for how long?

Adviser-Hub 19th Oct 2022

Article-London-01-2019 Analysis & Opinion

The Week: The other casualties of the mini-budget

The gilt and currency markets weren’t the only problem areas after the Chancellor’s risky budget. Property assets also took a hit. 

Adviser-Hub 5th Oct 2022

pm_outlookinflationa Partner Zone

Perspectives: What is the outlook for inflation?

Premier Miton’s David Jane, co-manager of the Premier Miton macro thematic multi asset funds, highlights how the outlook for US inflation over the coming months is critical for all investment...

Premier Miton Investors 28th Sep 2022

Article-Building-04-2019 Market Updates

US interest rate update: Fed doubles down

US interest rates rose to their highest level in more than 14 years in September as central bank policymakers sought to curb persistent inflationary pressures.

Adviser-Hub 22nd Sep 2022

Article-Japan-01-2019 Analysis & Opinion

Can Asia side-step the world’s economic problems?

Growth is in short supply across the world as inflationary pressures weigh on spending. However, Asian economies are not experiencing the downturn in the same way: inflationary pressures are lower and...

Adviser-Hub 22nd Sep 2022

Article-Chart-04-2019 Analysis & Opinion

The Week: UK consumer confidence hits new lows

UK consumer confidence has hit all-time lows and there may be worse to come as inflation soars.

Adviser-Hub 31st Aug 2022

Article-balance-01-2019 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

Article-London-01 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

baillieg_positivechange_webinar VIDEO

Baillie Gifford | Baillie Gifford Positive Change Fund: Keeping Positive

Rosie Rankin, director at Baillie Gifford and Positive Change specialist, discusses the long term progress of the fund, the challenges of 2022 and the attractions of investing for impact. Capital at r...

Baillie Gifford 13th Jul 2022

Analysis & Opinion

Market View: CIO Q3 outlook

Against a backdrop of heightened volatility triggered by high inflation and hawkish banks, senior members of Fidelity’s investment team take stock of a challenging period for investors across asset cl...

Fidelity International 8th Jul 2022

Article-Infrastructure-01-2019 Analysis & Opinion

Breaks in the supply chain

Supply chain robustness and the quality of a company are intertwined. BNY Mellon Long-term Global Equity investment manager Murdo MacLean explains why.

BNY Mellon Investment Management 8th Jul 2022

Article-Building-04-2019 Market Updates

UK market review: Downturn fears hit sentiment

As inflationary pressures continued to bite, the Bank of England announced its fifth consecutive increase to interest rates during June.

Adviser-Hub 8th Jul 2022

Partner Zone

The long view: investing in the future

Baillie Gifford’s Gary Robinson, investment manager of the US Growth Trust and American Fund, explains why the pace of invention should continue to speed up. Capital at risk.

Baillie Gifford 26th May 2022

Article-Chart-03-2019 Analysis & Opinion

The Week: Time to AIM higher

AIM stocks have hit hardest by weakening investor sentiment: the gap between their operational performance, relative and share price performance now looks hard to ignore. 

Adviser-Hub 28th Apr 2022

Partner Zone

Quarterly markets review - Q1 2022

Schroders: a look back at markets in Q1, which was dominated by Russia's shocking invasion of Ukraine as well as rising inflationary pressures.

Schroders 26th Apr 2022

Article-London-01-2019 Analysis & Opinion

The Week: Government spending soars to $65 trillion

Global government spending has increased by a quarter over the pandemic. It’s a tough time to be in charge of the government’s purse strings.

Adviser-Hub 6th Apr 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

Article-Chart-03-2019 Market Updates

Global update: Global stock markets fall as Russia moves on Ukraine

Investors experienced fresh market volatility towards the end of February as global financial markets reacted to Russia’s invasion of Ukraine.

Adviser-Hub 9th Mar 2022

Article-Chart-04-2019 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

Article-balance-01-2019 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

Article-Chart-03-2019 Market Updates

UK market review: Inflationary pressures continue to build

January was a challenging month for UK investors who had to contend with intensifying inflationary pressures alongside the prospect of higher UK and US interest rates and the possibility of a Russian...

Adviser-Hub 11th Feb 2022

Article-Energy-Oil-01-2019 Partner Zone

Investing in energy in a decarbonising world

As the world transitions towards net zero, investors need to think carefully how they allocate to the energy sector. Ninety-One’s Tom Nelson, Co-Head of Thematic Equity, explores the outlook and the o...

Ninety One 10th Feb 2022

Article-Animals-Bear-01-2019 Market Updates

Global update: A volatile start to 2022

Leading equity markets generally fell during January amid concerns over the prospect of higher interest rates in the US, the impact of the Omicron variant, and mounting tensions between Russia and Ukr...

Adviser-Hub 10th Feb 2022

Article-Time-01-2019 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

Article-London-01-2019 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

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

The Week: China: does its recent weakness bring opportunities?

It’s been a horrible year for investors in China – and the most recent growth statistics brought little cheer. But might this bring opportunities?

Adviser-Hub 19th Jan 2022

Article-Chart-03-1 Analysis & Opinion

The Week: An optimistic start to 2022

Markets have opened with a flourish – dismissing the new variant and inflationary pressures: should investors follow this new-found optimism?

Adviser-Hub 6th Jan 2022

Article-Building-04-2019 Analysis & Opinion

Bank of England makes its move

In an unexpected move, Bank of England policymakers opted to tighten monetary policy at their December meeting in a bid to address surging inflationary pressures.

Adviser-Hub 16th Dec 2021

Article-Direction-05-2019 Business Toolkit

Omicron: how to stay on track when markets are volatile

World stock markets have become more volatile with news of the Omicron variant of coronavirus, adding to existing uncertainty over the next moves in US and UK interest rates.

Fidelity Adviser Solutions 13th Dec 2021

Article-Grow-01-2019 Analysis & Opinion

Market View: Omicron: what it means for markets

Schroders’ experts set out six scenarios emerging from the new Covid-19 variant and assess the decisions investors now face.

Schroders 3rd Dec 2021

FIL_Outlook VIDEO

Fidelity International | Outlook 2022

Fidelity CEO Anne Richards and Global CIO Andrew McCaffery take a closer look at what investors can expect in 2022 and discuss the challenges and opportunities that might arise over the coming year.

Fidelity International 24th Nov 2021

Article-Chart-03-2019 Analysis & Opinion

The Week: A year on from vaccine liberation

The announcement of a successful vaccine in November 2020 prompted a significant rally in markets, but navigating markets in 2021 has been far more complex than just buying the recovery.

Adviser-Hub 11th Nov 2021

Article-DowningStreet-01-2019 Analysis & Opinion

The Week: Is this really a ‘new age of optimism’?

The Chancellor delivered a boosterish budget, hailing a ‘new age of optimism’. Has the normally-measured Rishi Sunak been drinking some of the Prime Minister’s Kool-Aid? Could the UK economy be over t...

Adviser-Hub 28th Oct 2021

Article-Direction-05-2019 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

Article-Direction-05-2019 Business Toolkit

Fidelity FundsNetwork's Investment Outlook

Tom Stevenson asks if we're heading for a discontented winter, or if there's still room for hope.

Fidelity Adviser Solutions 20th Oct 2021

Article-Infrastructure-01-2019 Analysis & Opinion

Cultural outliers: keeping hold of revolutionary companies

Companies seeking to upend entire industries can be exceptional investments, but need patience and support, as Nick Wood of Baillie Gifford’s US Equities Team explains.

Baillie Gifford 8th Oct 2021

Article-London-01-2019 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

Article-Chart-03-2019 Analysis & Opinion

Fidelity analysts temper expectations for margin growth

Fidelity’s latest Analyst Survey suggests that the outlook for margins is moderating, although earnings estimates for next year remain healthy.

Fidelity International 23rd Sep 2021

Partner Zone

Staying the course in Asia

Asian equities have tumbled in recent times, driven by notable weakness in China’s markets amid heightened regulatory tightening. Fidelity Asia Fund portfolio manager Teera Chanpongsang reviews the ev...

Fidelity International 3rd Sep 2021

Article-Direction-05-2019 Analysis & Opinion

Five things to watch out for in the rest of 2021

The economic restart is well under way, with buoyant economic data emerging from most major economies. However, the world can only reopen once and we are entering the ‘post-restart’ era.

Adviser-Hub 20th Aug 2021

Article-London-01-2019 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

Article-London-01-2019 Analysis & Opinion

The Week: Is the UK economy in trouble?

While UK fund managers suggest buoyant growth for the UK economy, recovery is not yet assured as recent GDP and inflation figures demonstrate.

Adviser-Hub 14th Jul 2021

Article-Chart-03-2019 Analysis & Opinion

Why quality is crucial in the debate around growth and value

It's been a growth market for years, but we may be at a turning point where value and quality become more important.

Adviser-Hub 8th Jul 2021

Article-Chart-01-2019 Market Updates

Global update: Markets gripped by inflation fears

Although global equity markets generally ended May in positive territory, investor sentiment during the month was affected by growing concerns that mounting inflationary pressures could lead to higher...

Adviser-Hub 9th Jun 2021

Article-Europe-01-2019 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

Article-Change-01-2019 Market Updates

Global update: “Light at the end of the tunnel”?

The global economic outlook has improved, according to the OECD, which upgraded its growth forecasts, as vaccine rollouts gain momentum and governments – particularly the US – provide stimulus support...

Adviser-Hub 6th Apr 2021

Article-Chart-05-2019 Analysis & Opinion

Which equity sectors can combat higher inflation?

Some investors are worried that inflation is set to rise. Schroders’ Sean Markowicz, Strategist, Research and Analytics, assesses which equity sectors could prove most resilient.

Adviser-Hub 30th Mar 2021

Article-Time-01-2019 Market Updates

5 things to know about ‘The Great Reset’

The Great Reset is a new initiative from the World Economic Forum and the Prince of Wales, designed to guide governments across the world down the path to a more resilient, sustainable world beyond co...

Adviser-Hub 15th Feb 2021

Article-Chart-05-2019 Market Updates

Inflation – are you scared?

Inflation has gone from bogeyman to benign, but could that be about to change as economies revive?

Adviser-Hub 10th Feb 2021

Article-Chart-05-2019 Market Updates

The Week: Vaccine worries and the stock market bubble

2021 is not panning out as we planned. It’s delivered more lockdowns, new Covid-19 strains and a fresh assault on the global economy. Should stock market bubble be added to the list of concerns?

Adviser-Hub 27th Jan 2021

Article-Time-01-2019 Market Updates

The Week: The investment lessons we learned in 2020

2020 was a difficult year, but investors shouldn’t waste the opportunity to learn from it. A crisis may be painful, but it can help create better investors.

Adviser-Hub 16th Dec 2020

Article-Chart-03-2019 Market Updates

The Week: Could 2021 be a better year for equity income?

After a horrible year, can investors be more optimistic about the prospects for equity income next year? It depends.

Adviser-Hub 3rd Dec 2020

FIL_CIO webcast VIDEO

Fidelity International | Fidelity’s CEO and CIOS on the year ahead

CEO Anne Richards, Global CIO Andrew McCaffery and Global Head of Macro & SAA Salman Ahmed discuss the key macro issues facing the world in 2021. Who is best positioned to seize the new reality?

Fidelity International 2nd Dec 2020

FIL_Paras VIDEO

Fidelity International | Big ambitions for Asia in 2021

Paras Anand, CIO for Asia Pacific discusses the three key areas he believes investors should focus on over the coming year when hunting for opportunities across the region.

Fidelity International 2nd Dec 2020

Article-China-01-2019 Market Updates

The Week: China’s century

Between the Covid-19 outbreak and the trade war, it looked like tough times ahead for China. The reality has been very different.

Adviser-Hub 18th Nov 2020

Article-Direction-05-2019 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

Article-Change-01 Market Updates

Global update: The “second wave” breaks

Share prices fell heavily around the world during October as Covid-19 infection rates continued to rise.

Adviser-Hub 2nd Nov 2020

The rise of Asia VIDEO

Fidelity International | Inside Asia: From resilience to recovery

Paras Anand, CIO, Asia Pacific believes this is a pivotal moment for Asia as it moves from resilience to recovery and signals the growing role it will play going forward - both in the global economy a...

Fidelity International 2nd Oct 2020

Article-balance-01-2019 Market Updates

The Week: Will a vaccine change the game?

Stock markets appear to be defying gravity. They have continued to rise in the face of some grim economic news. This begs the question of what they would do in the face of really good news: a vaccine,...

Adviser-Hub 17th Sep 2020

Article-Europe-01-2019 Market Updates

Europe market review: Three key challenges for the ECB

Amid signs that Covid-19 infection rates were on the rise once again around Europe, some localised restrictions were reimposed in August, putting a brake on economic activity.

Adviser-Hub 17th Sep 2020

Article-Direction-03-2019 Partner Zone

Casting the net wider

Paul Roberts of Baillie Gifford explains how a multi-asset approach can provide resilient long-term income in times of upheaval.

Baillie Gifford 2nd Sep 2020

Partner Zone

Casting the net wider

Paul Roberts of Baillie Gifford explains how a multi-asset approach can provide resilient long-term income in times of upheaval.

Baillie Gifford 2nd Sep 2020

Article-Infrastructure-01-2019 Market Updates

The Week: Is commercial property the elephant in you

Fund managers are seldom the first to predict the long-term decline of their asset class, but surely commercial property managers are looking to the future with some trepidation?

Adviser-Hub 2nd Sep 2020

Article-London-01-2019 Market Updates

The Week: Grim reading on UK data

The UK’s economic output slumped in the second quarter – and the future’s not looking too bright either.

Adviser-Hub 12th Aug 2020

FIL9Futurists_Jul20 VIDEO

Fidelity International | The future of the economy - keynote

As the economic and social impact of Covid-19 continues to play out, new long-term trends will set the world on a unique course. Wen-Wen Lindroth, Fidelity’s Lead Cross-Asset Strategist discusses what...

Fidelity International 9th Jul 2020

FIL9FuturPanel_Jul20 VIDEO

Fidelity International | The future of the economy - panel discussion

Speakers Professor Linda Yueh, Economist and Director of Fidelity China Special Situations plc and Dr Andrew Sentance, former Bank of England MPC member - debate the key macro themes set to influence...

Fidelity International 9th Jul 2020

Article-London-01-2019 Market Updates

The Week: The Summer Statement: will it work?

Chancellor Rishi Sunak has encouraged a summer of spending to revive the UK’s flagging economy, but can it be saved?

Adviser-Hub 8th Jul 2020

Article-Japan-01-2019 Partner Zone

It's time to look east

The Asia ex Japan region and its companies are thriving

Baillie Gifford 6th Jul 2020

Article-Chart-03-2019 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

Article-Animals-Bear-01-2019 Market Updates

What does a crisis teach us about investing?

Too often the lesson that investors learn from a market crash is simply to avoid the last problem area – technology in 2000, banks in 2008 and today, travel, leisure or oil. However, history shows tha...

Adviser-Hub 24th Jun 2020

Article-Time-01-2019 Market Updates

Remember these five things about a crisis

Investors tend to look at collapsing index value and conclude they should be out of the market. However, in reality, the S&P or the FTSE 100 are disparate groups of companies, some of which will be be...

Adviser-Hub 24th Jun 2020

SchrodersTWalker18Jun20-1 VIDEO

Schroders | What do Space X and Global Cities have in common? And what is the future for offices?

In the latest monthly fund update Tom Walker, Fund Manager of Global Cities, discusses the role of cities in a Covid 19 world and an outlook on the office sector.

Schroders 18th Jun 2020

Article-Buildings-FED-01-2019 Market Updates

Global bond market review: Corporate defaults on the rise

US Treasury bond yields rose during May: government spending continued to rise and central bank policy showed signs of shifting as Federal Reserve Chair Jerome Powell emphasised that the Fed would tak...

Adviser-Hub 10th Jun 2020

Article-Coin-02-2019 Market Updates

Investment wisdom that really works

There’s a lot of investment wisdom around. Everyone from Warren Buffet to your local taxi driver is keen to give you the benefit of their accumulated knowledge. However, which advice is worth listenin...

Adviser-Hub 2nd Jun 2020

Article-Grow-02-2019 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

Global Special Situations webcast VIDEO

Fidelity International | Market Perspectives: Global Special Situations

Jeremy Podger, portfolio manager of Fidelity Global Special Situations Fund, explains why as time has gone on, he believes it’s clear that the length and duration of consolidation in the Western world...

Fidelity International 27th May 2020

Article-Coin-02-2019 Market Updates

The five most important investment rules in a crisis

There is no apparent improvement in the global economy, the outlook for corporate earnings is still highly uncertain, but markets have bounced almost 20% from their lows. Those waiting until the crisi...

Adviser-Hub 20th May 2020

Article-Chart-05-2019 Market Updates

UK bond market review: The economic outlook deteriorates

Although sentiment showed signs of improvement in April after March’s plunging stock markets, investors remained nervous. A survey conducted by GfK found that consumer confidence slumped to its lowest...

Adviser-Hub 19th May 2020

Article-Chart-01-2019 Market Updates

Global bond market review: A bleak outlook

Although equity markets recovered to some extent during April, investors’ appetite for risk remained weak. Bond yields picked up towards the beginning of the month amid cautious optimism.

Adviser-Hub 19th May 2020

FILSterlingF15May20 VIDEO

Fidelity International | Market Perspectives: Sterling Fixed Income

Fidelity co-portfolio managers Sajiv Vaid and Kris Atkinson discuss the outlook and opportunities across domestic fixed income markets.

Fidelity International 15th May 2020

Article-Animals-Bear-01-2019 Market Updates

Lessons from a crisis

Stock market crises may not feel much fun at the time, but they can provide a handy lesson in the right way to run a portfolio.

Adviser-Hub 14th May 2020

fil_chinaconsumer6may20-1 VIDEO

Fidelity International | Fidelity Market Perspectives: China Consumer

Fidelity portfolio manager Hyomi Jie discusses the outlook and opportunities for the Fidelity China Consumer Fund.

Fidelity International 6th May 2020

Article-Chart-03-2019 Market Updates

The Week: Dividend cuts become the norm

Shell became the latest company to cut its dividend last week. Can investors rely on dividends returning?

Adviser-Hub 6th 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

FILGobalDividweb VIDEO

Fidelity International | Fidelity Perspectives: Global Dividend

Fidelity Global Dividend Fund manager Dan Roberts talks us through his portfolio positioning and discusses the risk of dividend cuts, as well as the outlook for global equity income.

Fidelity International 29th Apr 2020

Fidelity_GlobalSpecial VIDEO

Fidelity International | Global Special Situations

Jeremy Podger, portfolio manager of the Fidelity Global Special Situations Fund, provides a longer-term outlook for global equities and shares why he thinks China provides some indicators as to what w...

Fidelity International 23rd Apr 2020

Article-London-01-2019 Market Updates

The Week: Are we going bust?

Government bailouts look set to explode already stretched deficits. While necessary in the short-term, what may be the longer-term consequences?

Adviser-Hub 2nd Apr 2020

Article-Chart-05-1 Partner Zone

Covid-19: The UK bond market impact

Newton fixed income fund manager Howard Cunningham analyses the impact of the UK government’s financial rescue package on bond markets.

BNY Mellon Investment Management 31st Mar 2020

Article-London-01-2019 Market Updates

Hey, big spender

Hot on the heels of the Bank of England’s emergency rate cut, Chancellor of the Exchequer Rishi Sunak delivered his first Budget since his appointment in February 2020.

Adviser-Hub 12th Mar 2020

FIL_COVID199MAR20 VIDEO

Fidelity International | Covid-19: The impact on Chinese consumption activity and trends

Fidelity China Consumer portfolio managers Hyomi Jie and Raymond Ma discuss the impact of Coronavirus on consumption trends in the region. They outline the near-term opportunities and potential threat...

Fidelity International 9th Mar 2020

FidelityMultiAsset3Jan20 VIDEO

Fidelity International | Fidelity Multi Asset Open range; meet the new team in charge

Meet Chris Forgan and Charlotte Harington who are managing the Fidelity Multi Asset Open fund range. They talk through their investment approach and outlook on asset classes for the year ahead.

Fidelity International 3rd Jan 2020

Fidelity9Dec19_1 VIDEO

Fidelity International | Bull or bear in 2020?

Looking to 2020, Eugene Philalithis explains why Fidelity’s Multi Asset Income team remain focused on the fundamentals of income investing, with an acute focus on balancing risk and reward.

Fidelity International 9th Dec 2019

Article-balance-01-2019 Market Updates

The Week: Risk on: 2019 was a bumper year

Against expectations, 2019 has proved a year in which it was tough not to make money. The rising tide of central bank policy floated all boats.

Adviser-Hub 4th Dec 2019

Article-Infrastructure-01-2019 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

Article-Direction-06-2019-1 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

Fidelity_18De18 VIDEO

Fidelity International | Navigating the shifting sands in 2019

Eugene Philalithis is not forecasting a recession in 2019, but he is positioning for a more volatile year ahead. Hear where he believes it will be necessary to reduce risk and where pockets of value m...

Fidelity International 18th Dec 2018

Fidelity12Dec18 VIDEO

Fidelity International | Looking globally in 2019

Jeremy Podger, Portfolio Manager of Fidelity Global Special Situations Fund explains why 2019 has the potential to be a good year for equities. Against a backdrop of volatility, he outlines the pocket...

Fidelity International 12th Dec 2018

Article-Direction-03-2019 Partner Zone

From tailwinds to headwinds: A new market regime

Explore our 2019 Investment Views, with expert analysis, asses class by asset class, to equip you with insight into what could lie ahead.

Ninety One 11th Dec 2018

Investec_9Aug18 VIDEO

Investec | Two years on from Brexit, what's in store for UK investors?

At our London Global Insights event held in June this year we asked our portfolio manager and strategy leaders: Two years on from the Brexit vote, what’s in store for UK investors in the next 12 month...

Ninety One 9th Aug 2018

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