articles from Adviser Hub

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Articles tagged: OUTLOOK

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

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

Market Briefings

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

VIDEO

Invesco | Webinar replay: Asian equities update (June 2020)

William Lam and Ian Hargreaves, Co-Heads of Asian and Emerging Market Equities, discuss how markets have been impacted, with a particular focus on China, and the outlook for the region as we look beyo...

Invesco 6th Jul 2020

Partner Zone

It's time to look east

The Asia ex Japan region and its companies are thriving

Baillie Gifford 6th Jul 2020

Market Briefings

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 Briefings

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

Market Briefings

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

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

Partner Zone

India's Covid-19 stimulus package

On 12th May Prime Minister Modi announced a Rs 20tr (USD 264bn) Covid-19 support package, which is equivalent to about 10% of India’s GDP.

Jupiter Asset Management 11th Jun 2020

Market Briefings

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

Partner Zone

Asia: Life After Coronavirus

Since the start of the coronavirus outbreak a lot has changed in Asia, but now it seems to be through the worst, Jason Pidcock and Jenna Zegleman discuss what life could be like for the region post cr...

Jupiter Asset Management 9th Jun 2020

Market Briefings

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

Market Briefings

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

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

Market Briefings

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

Partner Zone

Turning on the fiscal taps

How bad will the economic fallout from COVID-19 be? Could it be worse than the Global Financial Crisis? These are difficult questions to answer with any certainty today.

Invesco 20th May 2020

Market Briefings

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

Market Briefings

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

VIDEO

Invesco | Exiting lockdown and the EU transition

How has COVID-19 affected the UK government’s approach to EU negotiations? Graham Hook, Head of UK Government Relations & Public Policy at Invesco, discusses.

Invesco 18th May 2020

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

Market Briefings

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

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

Market Briefings

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

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

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

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

Partner Zone

Invesco Podcast: An oil price discussion and forecast

In this Invesco Podcast Ben Gutteridge, Director of Model Portfolio Services, speaks to BCA Research’s Chief Commodity & Energy Strategist, Bob Ryan.

Invesco 15th Apr 2020

Market Briefings

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

Partner Zone

Update on UK Equity Income Strategies

The coronavirus-triggered falls since mid-February are plainly evident across all markets. UK Equities Product Director, Joanna Smith, considers how the effect in the UK has been substantial.

Invesco 2nd Apr 2020

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

Market Briefings

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

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

VIDEO

Legal & General Investment Management | Boris and Brexit bust ups

Hetal Mehta, Senior European Economist, outlines why investors should prepare for the Brexit trade tensions that are likely to develop this year.

Legal & General Investment Management 10th Feb 2020

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

VIDEO

M&G Investments | Investment outlook: What awaits us in 2020?

M&G fund managers Stefan Isaacs, Tristan Hanson and Michael Bourke discuss where they see challenges and opportunities for investors in the New Year.

M&G Investments 17th Dec 2019

Partner Zone

2020 outlook – hidden in plain sight

Despite investors facing multiple headwinds, equity markets have remained relatively resilient. This month’s video looks at what characterised the landscape in 2019, as well as what could influence ma...

M&G Investments 9th Dec 2019

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

Market Briefings

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

Market Briefings

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

Partner Zone

Markets are singing, but it’s not quite Christmas yet

A reduction in geopolitical risk has eased some of the pressures on the near-term investment outlook, but the economic party is not in full swing.

Legal & General Investment Management 21st Nov 2019

VIDEO

M&G Investments | Earnings are in: how have companies been faring?

It’s earnings season again, and results are in. In this month’s video, Investment specialist, Kirsty Clark looks at how companies have been faring. With deteriorating economic indicators and a fragile...

M&G Investments 19th Nov 2019

Partner Zone

Earnings are in: how have companies been faring?

M&G Investments 19th Nov 2019

Partner Zone

FWB - Summer selling: can seasonality improve equity returns?

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

Legal & General Investment Management 5th Jun 2019

VIDEO

Invesco | Flying update: UK sourced revenues

85 seconds – Product Director, Neville Pike explains the opportunity in UK sourced revenue, from his desk in the Henley Investment Centre.

Invesco 4th Jun 2019

VIDEO

Legal & General Investment Management | Outlook for 2019

Justin Onuekwusi, Head of Retail Multi-Asset Funds gives his views on the outlook for 2019 and why multi-asset investing is important in the current environment.

Legal & General Investment Management 6th Mar 2019

VIDEO

Invesco | Reshuffling the deck

After a challenging 2018, Fund Manager’s Stephen and Andrew outline the factors which impacted them the most along with their plans for 2019 and new additions to the portfolio.

Invesco 14th Feb 2019

Market Briefings

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

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

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

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

VIDEO

Invesco | Japan - more of the same?

In this video, Head of Japanese Equities Paul Chesson discusses: his outlook for the Japanese economy, efforts taken to simulate the stubbornly low inflation rate, how US Government imposed trade tari...

Invesco 28th Aug 2018

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

VIDEO

Legal & General Investment Management | Trade wars, tax reform and immigration

Paul Measures, Head of Intermediary Sales, and Justin Onuekwusi, lead fund manager of the Multi-Index range, discuss how political developments are affecting portfolios.

Legal & General Investment Management 1st Aug 2018

VIDEO

Invesco | John Greenwood's quarterly economic outlook: Q3 2018

Will a trade war undermine economic growth? While it is possible that political issues could hamper the economic upswing in some countries, my view remains that the business cycle is the ultimate and...

Invesco 20th Jul 2018

VIDEO

Invesco | Investing in emerging markets: a political play

Watch two of our most experienced emerging markets investors discuss their outlook for equities and debt and where the risks and opportunities lie.

Invesco 1st Jun 2018

Schroders_TomWalker_GlobalCities_05-03-18

VIDEO

Schroders | Global Cities Real Estate (covering February 2018)

Tom Walker, Co-Head of Global Real Estate Securities, provides an update on the Schroder Global Cities Real Estate Fund. He covers the real estate market, portfolio updates and outlook for the portfol...

Schroders 7th Mar 2018

VIDEO

Schroders | 60 seconds on why cracks remain in the global growth outlook

It has been a gloomy start to 2016 for the global economy, and while the outlook over the next two quarters is set to improve, longer-term conditions are likely to remain tough.

Schroders 27th May 2016

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AXA Investment Managers 22

Adviser-Hub 41

Aviva Investors 1

BNY Mellon Investment Management 14

Baillie Gifford 30

Fidelity International 102

First State Investments 3

FundsNetwork 18

Invesco 81

Jupiter Asset Management 34

Legal & General Investment Management 89

M&G Investments 51

Misc 1047

Ninety One 20

Sanlam 14

Schroders 100

Square Mile Research 92

Various 9

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