Do US elections matter for stock returns?
Baillie Gifford explores what the past tells us about a new US president’s impact on growth companies.
Baillie Gifford 18th Oct 2024
The Asian corporate sector
Asian stock market returns have been unexciting in recent years, held back by the region’s slow recovery from Covid, the relative weakness of China and also, the tough comparison set by the U...
Adviser-Hub 17th Oct 2023
The Week: A new broom at the White House
Joe Biden takes on a raft of seemingly intractable problems when he takes office this week, but the buoyant US stock market hasn’t been one of them.
Adviser-Hub 20th Jan 2021
Global update: Shares advance on vaccine optimism
After a tumultuous year in which the coronavirus pandemic gripped the world, many major stock markets ended 2020 in positive territory.
Adviser-Hub 5th Jan 2021
US market review: “Persistent fragilities”
As US businesses reopened their doors, retail sales surged during May following steep falls in March and April, rising by 17.7%.
Adviser-Hub 5th Aug 2020
The Week: A ‘dash for trash’ or a value rally?
It’s been a better time for value stocks, but markets have been here before. Can their recent strength endure?
Adviser-Hub 10th Jun 2020
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
Global update: March meltdown
The extended bull run came to an abrupt end in March as the coronavirus continued to spread into Europe and America, and a collapse in confidence pushed share indices into bear-market territory.
Adviser-Hub 20th Apr 2020
Asian Japan market review: Fears grow over Japan’s longer-term outlook
As the coronavirus intensified its grip, officials at the Bank of Japan increased monetary stimulus measures in an emergency meeting in a bid to soothe investors’ jitters.
Adviser-Hub 17th Apr 2020
The Week: Bye-bye the ‘V’ shaped recovery; hello the ‘L’ shape
A V-shaped recovery now looks vanishingly unlikely, but could any good come of the financial market meltdown?
Adviser-Hub 19th Mar 2020
Emerging markets review: China moves to support its financial system
Having been shut from 23 January to combat the continuing spread of coronavirus, China’s stock market reopened on 3 February and the benchmark Shanghai Composite Index promptly fell by almost 8% in a...
Adviser-Hub 5th Mar 2020
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