articles from Adviser Hub

Adviser Hub articles

Articles tagged: The Week

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

Analysis & Opinion

The Week: All eyes on UK Parliament

While other things certainly happened this week - sliding global manufacturing, a crisis in Argentina - all eyes were on the UK parliament. The Chancellor Sajid Javid declared an ‘en...

Adviser Hub 5th Sep 2019

Analysis & Opinion

The Week: Borisnomics: tax cuts and chlorinated chicken

Should we ever have been in any doubt, it is now absolutely clear that Boris Johnson is happy to take the UK out of the EU on 31 October, with or without a deal. If ‘no deal’ is the final option, can...

Adviser Hub 29th Aug 2019

Analysis & Opinion

The Week: Global dividend growth slips as corporate profits dip

The deceleration in the global economy is making an impact on global dividends, finds the latest Henderson Global Dividend Index.

Adviser Hub 22nd Aug 2019

Analysis & Opinion

The Week: Yield Curve

The US yield curve has finally inverted. It’s spooked equity markets, but does it necessarily mean recession is imminent?

Adviser Hub 15th Aug 2019

Analysis & Opinion

The Week: A new world order threatens capitalism

After significant falls this week, have markets recognised that China/US trade wars are part of a deeper problem?

Adviser Hub 8th Aug 2019

Analysis & Opinion

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

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

Adviser Hub 1st Aug 2019

Analysis & Opinion

The Week: The new PM and UK assets

This week saw Boris Johnson anointed as UK Prime Minister.

Adviser Hub 25th Jul 2019

Analysis & Opinion

The Week: China GDP: time to panic?

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

Adviser Hub 18th Jul 2019

Analysis & Opinion

The Week: All change at the head of Europe’s institutions

The UK is not the only place undergoing a change of leadership. Europe is in the process of appointing new heads for the European Commission and European Central Bank.

Adviser Hub 11th Jul 2019

Analysis & Opinion

The Week: Inflated expectations

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

Adviser Hub 4th Jul 2019

Analysis & Opinion

The Week: The platform duty of care

The Woodford problems have raised a number of problems, not least the relationship between platforms and their execution-only clients.

Adviser Hub 20th Jun 2019

Analysis & Opinion

The Week: Is Woodford a victim?

Amid the clamour, there are a number of quieter voices suggesting that Neil Woodford has been poorly treated. If investors had only been willing to be more patient, they argue, it would have come righ...

Adviser Hub 13th Jun 2019

Analysis & Opinion

The Week: Woodford: bad for him, bad for the industry

Many column inches have already been devoted to the Neil Woodford saga, but make no mistake, it is vitally important for investors to take some lessons from the downfall of ‘the greatest investor of h...

Adviser Hub 6th Jun 2019

Analysis & Opinion

The Week: A revival in Japan?

Against all expectations, the Japanese economy grew at robust pace of 2.1% in the first quarter of 2019.

Adviser Hub 30th May 2019

Analysis & Opinion

The Week: Can the US retain its innovation crown?

The long-term outperformance of the US stock market has many possible explanations.

Adviser Hub 16th May 2019

Analysis & Opinion

The Week: Wobbly markets

Markets have been wobbly this week as the China/US truce appeared to be in jeopardy.

Adviser Hub 9th May 2019

Analysis & Opinion

The Week: Addressing intergenerational unfairness

The House of Lords and FCA are both looking at ways to address financial disparity between generations. Financial advisers may need to take note.

Adviser Hub 2nd May 2019

Analysis & Opinion

The Week: Is the hedge fund dead?

A few years ago, investors were happy to pay 2% a year, plus a 20% performance fee for access to the top talent in the hedge fund industry.

Adviser Hub 25th Apr 2019

Analysis & Opinion

The Week: Lessons from the Neil Woodford experience

Do Neil Woodford's troubles at Woodford Investment Management hold any lessons for investors?

Adviser Hub 18th Apr 2019

Analysis & Opinion

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

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

Adviser Hub 11th Apr 2019

Analysis & Opinion

The Week: Better times ahead for UK mid-caps

Yesterday’s vote in Parliament came as close as reasonably possible to preventing a ‘no deal’ Brexit scenario. Of course, in the absence of other options, there may still be an accidental ‘no deal’, b...

Adviser Hub 4th Apr 2019

Analysis & Opinion

Active vs Passive

A new report from BMO Global Asset Management has issued a major challenge to the assumption that passive funds always outperform the average active manager.

Adviser Hub 28th Mar 2019

Analysis & Opinion

The Week: ‘Feemageddon’ warning for asset managers

Today’s headlines warned of a ‘feemageddon’ for asset managers, as a new report showed fees on US equity funds fell to a new record low last year.

Adviser Hub 21st Mar 2019

Analysis & Opinion

The Week: Brexit, no Brexit

Whatever side you’re on, Brexit means higher costs for asset managers, which means more consolidation

Adviser Hub 14th Mar 2019

Analysis & Opinion

The Week: Markets rebound; but why?

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

Adviser Hub 14th Feb 2019

Analysis & Opinion

Investor nerves over commercial property funds

Commercial property funds have caught the eye of the regulator again, after nervous investors withdrew £315m from the sector in December. The FCA has asked for daily updates from the funds over fears...

Adviser Hub 7th Feb 2019

Analysis & Opinion

The Week: Does the future belong to India rather than China?

Martin Wolf wrote in this week’s Financial Times that ‘the future might not belong to China’. Is he right?

Adviser Hub 31st Jan 2019

Analysis & Opinion

UK dividends hit new highs

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

Adviser Hub 24th Jan 2019

Analysis & Opinion

The Week: Is Brexit in the price?

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

Adviser Hub 17th Jan 2019

Analysis & Opinion

Big trouble in little China

Things are looking increasingly gloomy in China. Should investors be worried about the year ahead?

Adviser Hub 3rd Jan 2019

Analysis & Opinion

The Week: Reasons to be cheerful 2019

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

Adviser Hub 20th Dec 2018

Analysis & Opinion

The Week: 2018: A year to forget

2018 will be a year that many investors would rather forget. A lucky few will still be looking for an overall gain for the year, but the past few months have proved extremely uncomfortable. What have...

Aviva Investors 13th Dec 2018

Analysis & Opinion

Is value back for good?

It is almost a decade since value investing was in the ascendancy, yet the past couple of months have seen a snap-back for the strategy. Can it last?

Adviser Hub 6th Dec 2018

Analysis & Opinion

Santa rally ahead?

November 2018 It’s a festive tradition to discuss the prospects for a ‘Santa rally’ – will markets deliver this year? A Santa rally has happened 84% of the time...

Adviser Hub 29th Nov 2018

Analysis & Opinion

The value of dividends in a difficult climate

Stock markets may be bouncing around, but it looks like a good year ahead for income seekers as Janus Henderson forecasts record dividends in 2019.

Adviser Hub 22nd Nov 2018

Analysis & Opinion

Deal, but no cigar

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

Adviser Hub 15th Nov 2018

Analysis & Opinion

US Midterms - a check on Trump's power

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

Adviser Hub 8th Nov 2018

Analysis & Opinion

Why was the budget so boring?

The 2018 Budget was boring, even by the standard of recent budgets, but the constraints of Brexit make it difficult to implement any radical ideas

Adviser Hub 1st Nov 2018

Analysis & Opinion

The Week: Has the US economic miracle come to an end?

The volatility in markets this week appears to have been caused by a belief that the US economic miracle is about to come to an end. Trump only has himself to blame

Adviser Hub 25th Oct 2018

Analysis & Opinion

Tough times for UK equities

After a difficult run for UK equities, investors need to believe that neither a Labour Government nor a no deal Brexit is a possibility. A combination of a no-deal Brexit and a Labour government...

Adviser Hub 18th Oct 2018

Analysis & Opinion

Wobbly times

October 2018 Stock markets have started to wobble. A sell-off in Asia has spread across the globe. Having been talked about for months, is the sell-off finally here? The catalysts for the sel...

Adviser Hub 11th Oct 2018

Analysis & Opinion

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

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

Adviser Hub 4th Oct 2018

Analysis & Opinion

The Week: The Fed tightens rates, but do money markets share its optimism?

September 2018 As the Fed hikes rates once again, and predicts more rises this year and next, the yield curve continues to flatten. The Federal Reserve hiked interest rates again this week, b...

Adviser Hub 27th Sep 2018

Analysis & Opinion

The Week: As the China/US trade war escalates, what will bring it to an end?

September 2018 The US/China trade war accelerated again this week. China retaliated with a further $60bn of tariffs on US goods, following Donald Trump’s announcement of a further $200bn in t...

Adviser Hub 20th Sep 2018

Analysis & Opinion

The Week: The pace of change

September 2018 A messy week in the retail sector should remind investors that structural change is a prolonged and difficult process. This week saw John Lewis report a savage fall in profits,...

Adviser Hub 13th Sep 2018

Analysis & Opinion

The Week: What does good diversification look like?

September 2018 Diversification used to be easy. Investors just had to mix equities and bonds. Not so today, as the influence of passive funds and monetary policy weighs on markets. Ther...

Adviser Hub 6th Sep 2018

Analysis & Opinion

A bumper year for global dividends, but what about the UK?

August 2018 The latest statistics from the Janus Henderson Global Dividend index show payouts improving across the globe, but the UK appears a notable laggard. France, Japan and the US have b...

Adviser Hub 23rd Aug 2018

Analysis & Opinion

Turkey: an idiosyncratic problem or a threat to wider emerging markets?

Turkey has seen a temporary resolution to its current crisis with the injection of $15bn of Qatari cash, but it is still in crisis

Adviser Hub 16th Aug 2018

Analysis & Opinion

Is Musk going private? The implications for public markets

Elon Musk has said he is considering taking Tesla private. Does this say something about the constraints investors are placing on company management?

Adviser Hub 9th Aug 2018

Analysis & Opinion

False hope on UK assets

July 2018 While international fund managers seemed to give the UK market a tentative thumbs up, it is not a ringing endorsement. Fund managers have been increasing allocations to UK sto...

Adviser Hub 25th Jul 2018

Analysis & Opinion

Inflation statistics: another gloomy sign?

July 2018 This month’s inflation data undershot. Another reason to be gloomy about the UK’s prospects? By most measures inflation remains high. At 2.4%, this is still near its fiv...

Adviser Hub 19th Jul 2018

Analysis & Opinion

The US: how long can the party last?

July 2018 The US market has been labelled over-valued, over-concentrated and over-indebted, but still it continues to rise. What might disrupt its trajectory? The US market has outpaced its p...

Adviser Hub 12th Jul 2018

Analysis & Opinion

Will the World Cup boost Russian growth?

July 2018 Does hosting a major sporting event boost economic growth? The hope for host countries is that infrastructure building and tourism will bring new prosperity However, often t...

Adviser Hub 4th Jul 2018

Analysis & Opinion

Talking bulls

June 2018 The US bull market is on course to be the longest in history, but that inevitably means it is closer to the end that the beginning. The US bull market has just 53 days left to beat...

Adviser Hub 28th Jun 2018

Analysis & Opinion

The £100bn opportunity for asset managers

June 2018 While fund managers scout around for the next big thing, the real answer to increased flows may be right in front of their noses. If men invested as much as women, there would be an...

Adviser Hub 21st Jun 2018

Analysis & Opinion

Why are global investors moving back to the US?

June 2018 Valuations are expensive, there’s an unpredictable egoist in charge of the economy and stock market growth has been heavily geared to a number of companies whose moral position now...

Adviser Hub 14th Jun 2018

Analysis & Opinion

Is the recent emerging market decline terminal?

June 2018 Emerging markets have suffered over the past few months, as the Dollar has strengthened and US bond yields have risen. The MSCI Emerging markets has dipped 6% over the past 3...

Adviser Hub 7th Jun 2018

Analysis & Opinion

La Dolce Vita?

May 2018 Markets have been soothed by Italy’s apparently successful bond auction. Are they too quick to revert to business as usual? The populist problem in Italy is unlikely to go away...

Adviser Hub 31st May 2018

Analysis & Opinion

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

May 2016 It 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. It plans to close 100 shops by 2022 at a cost of £32...

Adviser Hub 24th May 2018

Analysis & Opinion

Curtains for emerging markets?

May 2018 Emerging markets currencies and government bonds have seen an uncomfortable sell-off in recent weeks. Will it endure? The unexpected rise in the US Dollar has prompted weakness in em...

Adviser Hub 17th May 2018

Analysis & Opinion

Is disappointing Eurozone economic data a one-off?

Slowing growth, weak retail sales, declining industrial production. No, it’s not the UK, but the Eurozone, which, until recently was the darling of the global economy. Certainly, the region was...

Adviser Hub 10th May 2018

Analysis & Opinion

Is the market peak behind us?

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

Adviser Hub 26th Apr 2018

Analysis & Opinion

Is there value in UK assets?

Global investors shun the UK, while canny corporate buyers are taking an interest. Who is right? While investors reject UK assets, the corporate sector believes there is value. Valuations and...

Adviser Hub 19th Apr 2018

Analysis & Opinion

Are markets right to be spooked?

As market volatility increases on the back of mounting geopolitical tensions, can this be dismissed as ‘short term noise’ – or is there more at work? Geopolitical tension has s...

Adviser Hub 12th Apr 2018

Analysis & Opinion

Is a trade war really ‘easy to win’ for the US?

Who wins in a trade war? Donald Trump believes that trade wars are ‘easy to win’, but what does winning look like? Trade wars have seldom had good outcomes and at worst, have prompte...

Adviser Hub 5th Apr 2018

Analysis & Opinion

The Week: The first signs of Spring for the UK economy?

What a difference a week makes. From gloomy, snowy backwater, the UK is suddenly showing the first signs of Spring, with inflation down, a Brexit transition deal sorted and a small recovery in the pou...

Adviser Hub 22nd Mar 2018

Analysis & Opinion

Time to relax?

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

Adviser Hub 15th Mar 2018

Analysis & Opinion

The Week: Gender diversity – much more carrot than stick

It’s International Women’s Day, which will undoubtedly be accompanied with much hand-wringing about the gender pay gap, poor pension provision for women and the lack of workplace diversity...

Adviser Hub 8th Mar 2018

Analysis & Opinion

Should investors be worried about an M&A bubble?

US cable operator Comcast has announced a £22.1bn bid for Sky, potentially thwarting a planned takeover by 21st Century Fox. At the same time, Warren Buffett has said cheap debt is fuelling a &l...

Adviser Hub 27th Feb 2018

Analysis & Opinion

The Week: The big data revolution in active management

This week, the Financial Times reported that BlackRock was setting up a new lab in Silicon Valley, specialising in artificial intelligence. Asset managers are increasingly embracing big data to...

Adviser Hub 22nd Feb 2018

Analysis & Opinion

An alternative perspective on the bond market?

The economy is rolling and it’s all bad news for the bond markets, right? But is there an alternative view? Inflationary pressures are mounting, interest rates are rising – the assum...

Adviser Hub 13th Feb 2018

Analysis & Opinion

….And so it starts

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

Aviva Investors 6th Feb 2018

Analysis & Opinion

Value stocks tick higher - another dead cat bounce?

February 2018 These have not been good years to be a value manager. One manager recently suggested that an annual meeting of value managers had become more like group therapy than an investment con...

Adviser Hub 1st Feb 2018

Analysis & Opinion

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

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

Adviser Hub 25th Jan 2018

Analysis & Opinion

Why do US equities keep rising?

It’s tough to find an asset allocator with an overweight position in US assets. Most agree that the stock market is expensive, the political situation is precarious and the economy may be on the...

Adviser Hub 18th Jan 2018

Analysis & Opinion

What's the plan in Japan

January 2018 Japan has been a big hit with investors in 2017, but we’ve been here before. Can the stock market continue to deliver for investors in 2018? Japan has been a big hit with i...

Adviser Hub 11th Jan 2018

Analysis & Opinion

The Week: The week

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

Adviser Hub 4th Jan 2018

Analysis & Opinion

Farewell to all that

December 2017 2017 is drawing to a close. Was it a classic for investors? 2017 was all about the rock ‘n’ roll asset classes – Asia, smaller companies, technology Markets...

Adviser Hub 21st Dec 2017

Analysis & Opinion

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? These are happy times for the global economy, with almost every country in the world showing...

Adviser Hub 7th Dec 2017

Analysis & Opinion

North Korea: A macroeconomic event that they actually care about

Finally, markets seem to have found a macroeconomic event that they actually care about. Apparently, all-out nuclear war is a worry, in a way that, say, the election of Donald Trump or Brexit, are not...

Adviser Hub 7th Sep 2017

Analysis & Opinion

The Week: How to explain the mismatch between economic growth and labour market statistics?

We currently have a situation where the labour market and GDP growth statistics are telling a different story. GDP growth is slowing, while employment data continues to be robust This suggests...

Adviser Hub 24th Aug 2017

Analysis & Opinion

Valuations - might it be different this time?

Investors have been fretting about valuations for some time, and the recent wobbles in markets seem to endorse the fragility of current equity pricing. Stock markets look increasingly overvalued...

Adviser Hub 17th Aug 2017

Analysis & Opinion

Uncool Britannia

The UK is in the grip of a crisis with a political vacuum and weakening economic data. But is it really as bad as the headlines suggest? The UK economy is starting to reflect Brexit-related prob...

Adviser Hub 10th Aug 2017

Analysis & Opinion

This year’s ‘Spot the Dog’

It’s fair to say that Bestinvest’s ‘Spot the Dog’ list is not popular with fund management groups. Many quibble over its time frame, its analytics, and the widespread publicity...

Adviser Hub 1st Aug 2017

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Neptune Investment Management 9

Investec Asset Management 17

Goldman Sachs Asset Management 18

Various 9

Jupiter Asset Management 19

AXA Investment Managers 9

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