Adviser-Hub articles

Articles tagged: The Week
Article-business-01-2022_1 Analysis & Opinion

The Week: What does the latest fund flow data tell us about the year ahead?

Amid a slew of outlooks and predictions, what does the latest Calastone data reveal about sentiment at the start of 2025?

Adviser-Hub 9th Jan 2025

Article-London-01-2019 Analysis & Opinion

The Week: The UK market: don’t worry, be happy

Dividend growth figures for 2024 may be disappointing, but there are still reasons to be cheerful about the UK. 

Adviser-Hub 19th Dec 2024

Article-Chart-01-2019 Analysis & Opinion

The Week: Emerging markets in the year ahead

Emerging markets should have been in a sweet spot for the year ahead, but the US election may have derailed that.

Adviser-Hub 12th Dec 2024

Article-Grow-02-2019 Analysis & Opinion

The Week: Better times ahead for UK gilts?

In a tough year for government bonds, gilts have been particularly weak. Could they revive in 2025?

Adviser-Hub 4th Dec 2024

Article-Chart-05-2019 Analysis & Opinion

The Week: Do advisers need to worry about crypto?

The astonishing rise of bitcoin in 2024 has reignited the cryptocurrency frenzy. Even the FCA is starting to take notice. 

abrdn Investments 27th Nov 2024

Article-Time-01-2019 Analysis & Opinion

The Week: Smaller companies

Smaller companies and Labour’s new broom.

Adviser-Hub 21st Nov 2024

Article-Search-05-2019 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

Article-DonaldTrump-01-2019 Analysis & Opinion

The Week: Bond market wobbles as Trump wins

Longer-dated treasuries signalled nervousness around Trump’s victory.

Adviser-Hub 7th Nov 2024

Article-London-01-2019 Analysis & Opinion

The Week: Budget 2024: bond market nerves

Since the Liz Truss debacle, chancellors have lived in fear of the bond market. Has Rachel Reeves kept it sweet?

Adviser-Hub 31st Oct 2024

Article-business-01-2022_1 Analysis & Opinion

The Week: UK dividend drop: a worrying sign?

UK dividends are down, with weakness in the mining sector, the strength of sterling and a preference for share buybacks weighing on returns. 

Adviser-Hub 24th Oct 2024

Article-China-01 Analysis & Opinion

The Week: Is China back?

Chinese market for almost as long as they’ve been calling a recovery in the UK. After a big stimulus package and a rally in share prices, is that recovery finally here?

Adviser-Hub 17th Oct 2024

Article-Coin-02-2019 Analysis & Opinion

The Week: Cost disclosure: investment trusts bounce back

The regulator has resolved the problems around cost disclosure for investment trusts, but platforms still have concerns. 

Adviser-Hub 10th Oct 2024

Article-Search-05-2019 Analysis & Opinion

The Week: Tax changes and UK small caps

The small cap recovery is on pause while investors wait for the October budget.

Adviser-Hub 3rd Oct 2024

Article-London-01 Analysis & Opinion

The Week: Labour keeps savers guessing

Apart from some gloomy rhetoric, there were few clues at the Labour party conference as to who will pay to fill the fiscal black hole.

Adviser-Hub 26th Sep 2024

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

The Week: Rate cuts are here at last: a champagne moment?

The Federal Reserve has finally cut rates after a year of waiting. But markets were non-plussed. 

Adviser-Hub 19th Sep 2024

Article-Chart-05-2019 Analysis & Opinion

The Week: Is the inflation genie back in the bottle?

Inflation data is mixed and unpredictable. Could it still be a threat even as central banks cut rates?

Adviser-Hub 12th Sep 2024

Article-Chart-03-2019 Analysis & Opinion

The Week: Mounting volatility in investment markets

After the sell-off in late July, markets have been uneventful for much of August, but that appears to be changing as people return to work.

Adviser-Hub 5th Sep 2024

Article-business-01-2022_1 Analysis & Opinion

The Week: Will CGT changes hurt the UK stock market?

Rumoured changes to CGT already appear to be creating selling pressure. Could it derail the recovery in the UK market?

Adviser-Hub 29th Aug 2024

Article-Building-04-2019 Analysis & Opinion

The Week: Investors should exercise caution on fixed income exuberance

Fixed income funds have seen record inflows over the summer, with investors worried about recession, but the optimism may have gone too far.

Adviser-Hub 22nd Aug 2024

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

The Week: Does the US election matter?

It is tempting to dismiss the US election as just ‘noise’, but the result will have repercussions across the world. 

Adviser-Hub 15th 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

Article-Chart-05-2019 Analysis & Opinion

The Week: Interest rate fever

All eyes are on central banks. Will the US follow the UK and Europe in September?

Adviser-Hub 1st Aug 2024

Article-Direction-05-2019 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

Article-Grow-02-2019 Analysis & Opinion

The Week: UK dividends: buoyant growth

The UK market is a fertile hunting growth for dividend investors, but it could be worth looking beyond the FTSE 100.

Adviser-Hub 17th Jul 2024

Article-Chart-03-2019 Analysis & Opinion

The Week: It’s the debt, stupid

Fund managers will often say that politics has little influence on financial markets, but with soaring debt levels, politics may matter more than usual. 

Adviser-Hub 11th Jul 2024

Article-Paris-01-2019 Analysis & Opinion

The Week: Ooh la la: trouble across the Channel

Macron’s ill-advised decision to call a snap election has plunged French politics – and its financial markets – into turmoil. 

Adviser-Hub 3rd Jul 2024

Article-Puzzle-01-2019 Analysis & Opinion

The Week: The investment trust mega-merger

Alliance Trust and Witan are to merge, creating one of the largest UK-listed investment trusts. It could be a good deal for all sides. 

Adviser-Hub 27th Jun 2024

Article-London-01-2019 Analysis & Opinion

The Week: The manifestos are out

The major political parties made their pledges to the nation this week, but did they contain anything radical?

Adviser-Hub 20th Jun 2024

Article-DowningStreet-01 Analysis & Opinion

The Week: Europe: political uncertainty outweighs rate cuts

European markets had been set to accelerate, but political tensions may halt their progress. 

Adviser-Hub 13th Jun 2024

Article-London-01-2019 Analysis & Opinion

The Week: Can the election change the trajectory of UK growth?

As Labour and the Conservatives battle their way to the polls, can either party boost economic growth in the UK?

Adviser-Hub 6th Jun 2024

Article-Time-01-2019 Analysis & Opinion

The Week: Goldilocks no more?

The UK economy briefly looked like it might achieve a ‘not too hot and not too cold’ outcome, but markets are starting to doubt it. 

Adviser-Hub 30th May 2024

Article-Global-04-2019 Analysis & Opinion

The Week: Chasing the technology trade

Investors are still ploughing capital into US funds. It has an ‘end of the party’ feel. 

Adviser-Hub 23rd May 2024

Article-Chart-05-2019 Analysis & Opinion

The Week: Markets celebrate better news on inflation 

As inflation prints drop, is it go-go-go on rate cuts? Markets seem to think so.

Adviser-Hub 16th May 2024

Article-Building-04-2019 Analysis & Opinion

The Week: Who’d be a central banker?

A rate cut always looked unlikely, but the devil will be the detail as the Bank of England shows its working.

Adviser-Hub 9th May 2024

Article-China-01-2019 Analysis & Opinion

The Week: China: finally, a turnaround?

Few dispute the difficulties still facing the Chinese economy. However, they may not prevent a revival in the country’s stock market. 

Adviser-Hub 1st May 2024

Article-Technology-03-2019 Analysis & Opinion

The Week: Tech bust?

It’s been a tricky few weeks for the technology sector, after some early results suggested growth expectations may have gone too far. 

Adviser-Hub 25th Apr 2024

Article-Chart-05-2019 Analysis & Opinion

The Week: US rate rises to take ‘longer than expected’

Jay Powell has finally said what a lot of economists were thinking – US rate rises are some way off, but that shouldn’t deter the ECB and Bank of England. 

Adviser-Hub 17th Apr 2024

Article-India-01-2019 Analysis & Opinion

The Week: India: Asia’s great success story

India continues to grow at an impressive pace, but this has been reflected in financial market prices. Are there still opportunities for investors?

Adviser-Hub 10th Apr 2024

Article-Chart-03-2019 Analysis & Opinion

The Week: Is the UK economy turning? 

The Prime Minister keeps saying that the ‘plan is working’, but are there really signs of a revival in the UK economy?

Adviser-Hub 4th Apr 2024

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

The Week: Scary US debt

US debt levels are reaching ever-scarier levels, and important people are starting to ask questions. 

Adviser-Hub 28th Mar 2024

Article-business-01-2022_1 Analysis & Opinion

The Week: UK inflation: good news? 

UK inflation data looks like good news, but will the Bank of England be persuaded?

Adviser-Hub 20th Mar 2024

Article-Goldmplate-01-2019 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

Article-Chart-01-2019 Analysis & Opinion

The Week: Welcome the British ISA?

Will the Chancellor’s latest initiative be enough to revive interest in the UK stock market?

Adviser-Hub 7th Mar 2024

Article-Chart-01-2019 Analysis & Opinion

The Week: ‘Performance chasing’: the way to invest after all?

Investors are warned against chasing past performance, but new analysis shows that it has been a successful strategy over the past decade.

Adviser-Hub 29th Feb 2024

Article-Chart-01-2019 Analysis & Opinion

The Week: Buyback bonanza in the UK

UK companies are announcing buybacks on top of buybacks as they strive to boost their struggling share prices. Will it work?

Adviser-Hub 22nd Feb 2024

Article-Chart-05-2019 Analysis & Opinion

The Week: Inflation divergence

Inflation readings between the major nations are increasingly disparate. Will bond market recognise the gap?

Adviser-Hub 15th Feb 2024

Article-Technology-03-2019 Analysis & Opinion

The Week: Not so magnificent?

Markets are becoming more discerning. Even some of the technology giants are being re-examined as the focus on fundamentals increases.

Adviser-Hub 7th 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

Article-Chart-01-2019 Analysis & Opinion

The Week: Rediscovering UK equity income

Investors have shown a marked preference for global equity income over UK equity income in recent years, but the latest dividend statistics should prompt a rethink. 

Adviser-Hub 24th 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

Article-Time-01-2019 Analysis & Opinion

The Week: Is it really the year of the bond?

Asset allocators have teed up 2024 as the year of the bond, but it is not a one-way street.

Adviser-Hub 11th Jan 2024

Article-Technology-03-2019 Analysis & Opinion

The Week: Tech or no tech in 2024?

Can big tech keep its crown in the year ahead? The recent rally may have started markets down a different path.

Adviser-Hub 3rd Jan 2024

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

The Week: The Federal Reserve’s head scratcher

The US central bank has done an abrupt volte-face. What is behind its new guidance on interest rates?

Adviser-Hub 14th Dec 2023

Article-business-01-2022_1 Analysis & Opinion

The Week: The market rally: can it last?

It’s been a bumper month for stock markets, with a wholesale re-embracing of risk over the past month. Does it leave increasingly little margin for error?

Adviser-Hub 6th Dec 2023

Article-Coin-02-2019 Analysis & Opinion

The Week: Regulator’s warning on cash holdings

The regulator’s messaging around pension funds and cash is capricious. Everyone needs to invest, so why not help them do it? 

Adviser-Hub 29th Nov 2023

Article-Chart-01-2019 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

Article-Chart-03-2019 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

Article-Chart-05-1 Analysis & Opinion

The Week: Investment trust bargains?

Investment trusts are trading at knock-down prices, but does that make them a bargain?

Adviser-Hub 9th Nov 2023

Article-Technology-03-2019 Analysis & Opinion

The Week: Are investors tiring of big tech?

The recent round of earnings for the ‘magnificent seven’ has been greeted with indifference by stock markets. Could investors finally start to look beyond these tech giants for growth?<...

Adviser-Hub 2nd 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-Chart-03-2019 Analysis & Opinion

The Week: Stubborn inflation a headache for the Bank of England

UK inflation was unchanged for this month. It may be persistently high, but the Bank of England is unlikely to move on interest rates. 

Adviser-Hub 18th Oct 2023

Article-Energy-Oil-01-2019 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

Article-Puzzle-01-2019 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

Article-Chart-05-2019 Analysis & Opinion

The Week: Who wins from a peak in the interest rate cycle?

The Bank of England may be reaching the end of its rate-rising cycle. It may be time to look at some of the sectors that have struggled.

Adviser-Hub 28th Sep 2023

Article-Buildings-01-2019-1 Analysis & Opinion

The Week: Back to the future?

While interest rates may be back to their pre-Lehman highs, the investment environment is not back to business as usual. 

Adviser-Hub 20th Sep 2023

Article-Chart-05-2019 Analysis & Opinion

The Week: Inflation: not over yet

Higher oil prices has disturbed the previously benign inflation picture in the US. What are the implications and could it have a knock-on effect in the UK and Eurozone?

Adviser-Hub 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-Building-04-2019 Analysis & Opinion

The Week: Tough times for the Bank of England

The UK’s central bank has some tough months ahead, with pressure mounting for it to pause on rate hikes.

Adviser-Hub 23rd Aug 2023

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

The Week: What’s going on in China?

After another dismal set of economic data, there are increasingly pressing concerns about the Chinese economy. Is sentiment now too pessimistic? 

Adviser-Hub 17th Aug 2023

Article-Chart-01-2019 Analysis & Opinion

The Week: Global inflation: emerging versus developed markets

Emerging and developed markets are diverging on inflation. What does it mean for asset allocation?

Adviser-Hub 9th Aug 2023

Article-Energy-Oil-01 Analysis & Opinion

The Week: The future of energy? 

While it is often assumed that renewable energy is the only game...

Adviser-Hub 2nd Aug 2023

Article-Europe-01-2019 Analysis & Opinion

The Week: Is it job done for the ECB?

The ECB is odds-on to raise rates at its meeting this week, but is the hiking cycle now over for the Eurozone?

Adviser-Hub 26th Jul 2023

Article-business-01-2022_1 Analysis & Opinion

The Week: Who would be a central banker? 

Inflationary pressures appear to be falling, but the outlook is still finely balanced. 

Adviser-Hub 19th Jul 2023

Article-Japan-01-2019 Analysis & Opinion

The Week: Japan: right market, wrong companies?

Investors are backing Japan for the first time in decades, but are they directing capital to...

Adviser-Hub 13th Jul 2023

Article-London-01-2019 Analysis & Opinion

The Week: Gilts look good, but high yields are bad news for the UK economy

Gilt yields at over 5% may be exciting news for investors, but they reveal some uncomfortable truths about the UK economy. 

Adviser-Hub 6th Jul 2023

Article-Technology-03-2019 Analysis & Opinion

The Week: What happened to the technology bust?

Technology stocks have been the surprise outperformers this year, fuelled by the excitement around AI and improving earnings. 

Adviser-Hub 29th Jun 2023

Article-Chart-01-2019 Analysis & Opinion

The Week: The opportunities in smaller emerging markets

The strongest opportunities in emerging markets may be found off the beaten path, but how can investors get access?

abrdn Investments 22nd Jun 2023

Article-America-02-2019-2 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

Article-London-01-2019 Analysis & Opinion

The Week: The UK: no hope of a revival?

The UK has been undervalued so long, with no apparent hope of a turnaround. Is there any hope ahead?

Adviser-Hub 8th Jun 2023

Article-Japan-01-2019 Analysis & Opinion

The Week: Buffett tops up in Japan

Veteran investor Warren Buffett has been raising his stake in Japan. Is it a turning point for investors’ least favourite market?

Adviser-Hub 31st May 2023

Article-Puzzle-01-2019 Analysis & Opinion

The Week: The new appeal of emerging markets

Emerging markets are winning some plaudits among investment managers. What lies behind their increasing popularity?

Adviser-Hub 24th May 2023

Article-Chart-03-1 Analysis & Opinion

The Week: Back to the races on earnings?

It’s been a buoyant earnings season, with many companies improving their profit margins and taking rising input costs in their stride. But can it last?

Adviser-Hub 18th May 2023

Article-America-02-2019-1 Analysis & Opinion

The Week: US inflation: good news?

The latest US inflation data has been met with optimism from markets, but is this enthusiasm premature?

Adviser-Hub 11th May 2023

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

The Week: Is China’s recovery stalling?

A lot of hope has been vested in the Chinese recovery, but recent manufacturing data should give investors pause for thought. 

Adviser-Hub 3rd May 2023

Article-Europe-01-2019 Analysis & Opinion

The Week: A European renaissance?

It’s been the best-performing sector for the year to date, but can Europe extend its recent run of form as the economic climate weakens?

Adviser-Hub 26th Apr 2023

Article-Chart-03-2019 Analysis & Opinion

The Week: Does higher inflation matter for the UK stock market?

This month saw another round of disappointing inflation data. It may provide another excuse not to invest in the UK economy. 

Adviser-Hub 20th Apr 2023

Article-Coin-02-2019 Analysis & Opinion

The Week: Sterling reverses

The pound has reversed its recent weakness. Its momentum may be tentative, but it could herald a new era for UK assets. 

Adviser-Hub 12th Apr 2023

Article-Puzzle-01-2019 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

Article-Search-05-2019 Analysis & Opinion

The Week: Will Spring spring for stock markets?

Markets have gone nowhere for the past 12 months against a tough backdrop. Can investors hope for more in the short-term?

Adviser-Hub 30th Mar 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

Article-Buildings-01-2019-1 Analysis & Opinion

The Week: Banking crash 2.0?

As markets fret about the health of the banking sector, are we facing a banking crisis 2.0?

Adviser-Hub 15th Mar 2023

Article-business-01-2022_1 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

Article-Chart-03-2019 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

Article-Europe-01-2019 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

Article-Chart-03-2019 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

Article-Chart-01-2019 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

Article-Buildings-FED-01-2019 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

Article-Chart-03-2019 Analysis & Opinion

The Week: High yields for high yield

High yield bonds are finally living up to their name, with average yields sitting at 8-9%. Should investors take another look? Or could recession push yields higher?

Adviser-Hub 26th Jan 2023

Article-Direction-05-2019 Analysis & Opinion

The Week: The investment strategies of the decade

The past decade may have been all about Bitcoin and technology, but their strength has relied on abundant liquidity. Can the successful strategies of the past decade tell investors anything about t...

Adviser-Hub 19th Jan 2023

Article-Chart-01-2019 Analysis & Opinion

The Week: Revisiting unfashionable emerging markets

Emerging markets have been a tough spot over the past 12 months, even by the standards of 2022. However, there are better signs for many emerging markets in the year ahead.

Adviser-Hub 12th 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-Direction-05-2019 Analysis & Opinion

The Week: Bargain-hunting in investment trusts

The pain of 2022 has been felt just as fiercely in the investment trust sector as the open-ended sector, but it has left some sectors looking appealing. 

Adviser-Hub 14th Dec 2022

Article-China-01-2019 Analysis & Opinion

The Week: Back to the race in China?

China's easing of its zero Covid policy may reverse the slowdown in the country's growth rate, but could it come with some unitended consequences?

Adviser-Hub 8th Dec 2022

Article-Chart-03-1 Analysis & Opinion

The Week: An unpopular rally

The stock market has been on a bull run over the past two months, but investors don’t believe it can last.

Adviser-Hub 30th Nov 2022

Article-America-02-2019-1 Analysis & Opinion

The Week: Dollar reversal: the implications

Dollar strength has been a factor for much of the past 12 months. As it starts to shift, how will financial markets respond?

Adviser-Hub 23rd Nov 2022

Article-Chart-01-2019 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

Article-America-01-2019 Analysis & Opinion

The Week: Will the midterms deliver a market bounce?

The midterm elections are usually good news for investors, but with recession looming, it may take more than the political cycle to revive US markets. 

Adviser-Hub 9th Nov 2022

Article-Global-04-2019 Analysis & Opinion

The Week: The big tech sell-off

It’s been a turbulent week in technology, with weak results prompting a significant sell off. Should it tempt contrarian investors? 

Adviser-Hub 2nd Nov 2022

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

The Week: All eyes on the Federal Reserve

The possibility of a Fed pivot appears to be back in play. Is it plausible that the US central bank will pare back its rate rises?

Adviser-Hub 27th Oct 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-balance-01-2019 Analysis & Opinion

The Week: Safe havens

When is a safe haven not a safe haven? Gilts have proved a distinctly unsafe ‘safe haven’ in recent weeks. Can they reclaim their crown?

Adviser-Hub 13th 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

Article-London-01-2019 Analysis & Opinion

The Week: Sliding sterling, IMF intervention: back to the seventies

Nostalgia hunters may have had some reminders from the seventies this week, with a slumping currency, a finger-wagging from the IMF and rising gilt yields. Do the similarities end there?

Adviser-Hub 29th Sep 2022

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

The Week: The Federal Reserve proves as good as its word

The US central bank surprised markets with another 0.75% rise in rates. There is little comfort for investors in the move. 

Adviser-Hub 22nd Sep 2022

Article-Time-01-2019 Analysis & Opinion

The Week: Fundsmith closure: a reflection on EM’s prospects?

Terry Smith surprised investors this week by announcing the wind-up of his emerging market investment trust. Should this be applauded?

Adviser-Hub 16th 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-Direction-03-2019-1 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

Article-Chart-03-2019 Analysis & Opinion

The Week: Inflation hits double digits: more bad news for the UK economy

Inflation in the UK continues to outpace expectations. The repercussions are dire and likely to deter international investors. 

Adviser-Hub 17th Aug 2022

Article-Chart-05-2019 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

Article-Chart-03-2019 Analysis & Opinion

The Week: In a crisis, diversification matters more than ever

The first six months of 2022 may have seen all asset classes sell off, but diversification has still helped preserve investors’ returns.

Adviser-Hub 4th 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

Article-DowningStreet-01-2019 Analysis & Opinion

The Week: What does political turmoil mean for UK markets?

It’s been a turbulent few days in British politics. Could there be an impact on UK assets? Or is the turmoil priced in?

Adviser-Hub 7th Jul 2022

Article-Chart-01-2019 Analysis & Opinion

The Week: Can the world avoid recession?

Recession appears to be inching closer as PMI data turns south and housing markets falter. 

Adviser-Hub 30th Jun 2022

Article-Chart-04-2019 Analysis & Opinion

The Week: Inflation remains a menace

There was another round of startling inflation statistics this week, with UK CPI reaching its highest point since 1982. 

Adviser-Hub 23rd Jun 2022

Article-Energy-Oil-01-2019 Analysis & Opinion

The Week: Can commodities maintain the pace?

It’s been a bumper time for commodities, but there are question marks over whether commodities can sustain their current pace of growth. 

Adviser-Hub 15th Jun 2022

Article-balance-01-2019 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

Article-Tesla01-2019 Analysis & Opinion

The Week: Tesla gets the elbow

Tesla has been given the elbow from a popular ESG index, yet ExxonMobil remains in place, showing the anomalies of ESG ratings. 

Adviser-Hub 1st Jun 2022

Article-Chart-03-2019 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

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

The Week: The China problem

China’s economic weakness has spooked markets, but is its weakness likely to be short or long term?

Adviser-Hub 19th May 2022

Article-Energy-Oil-01-2019 Analysis & Opinion

The Week: Buybacks: time to celebrate or sell?

It’s not just the oil majors delivering chunky share buyback programmes, but is it good for long-term investors?

Adviser-Hub 11th May 2022

Article-America-01-2019 Analysis & Opinion

The Week: US bond yields hit 3%: a new investment landscape?

The dramatic moves in government bond markets since the start of the year are changing the landscape for wider financial markets. 

Adviser-Hub 4th 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

Article-Technology-03-2019 Analysis & Opinion

The Week: Technology: they think it’s all over?

The technology sector has had a dismal start to the year, but it remains embedded in major structural trends. Is this a good time to take another look?

Adviser-Hub 21st Apr 2022

Article-Chart-03-2019 Analysis & Opinion

The Week: Fixed income holdings drop to 14-year lows

Investors are abandoning fixed income, as rising inflation and interest rates take hold, but could they be leaving themselves vulnerable?

Adviser-Hub 13th 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

Article-Goldmplate-01-2019 Analysis & Opinion

The Week: Gold: from damp squib to safe haven

Gold has protected investors during the crisis, but may struggle to make further progress from here.

Adviser-Hub 30th Mar 2022

Article-Buildings-01-2019 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

Article-balance-01-2019 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

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

Article-Direction-05-2019 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

Article-Grow-01-2019 Analysis & Opinion

The Week: Emerging markets: all doom and gloom?

Emerging markets have been a tough place to invest for over a decade, particularly outside China. Today, there seem to be even more reasons to worry.

Adviser-Hub 23rd Feb 2022

Article-Chart-05-2019 Analysis & Opinion

The Week: It’s a value rally, but not as we know it

This year’s value rally looks a little different to last year’s. There are reasons to believe it may have more longevity as a result.

Adviser-Hub 17th Feb 2022

Article-Russia-01-2019 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

Article-Puzzle-01-2019 Analysis & Opinion

The Week: Risk managers deliver a gloomy prognosis

The 2022 World Economic Forum Global Risks Report suggests a difficult few years ahead. Investors will need to lean in to these risks.

Adviser-Hub 3rd 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-Animals-Bear-01-2019 Analysis & Opinion

The Week: Terry Smith takes aim at Unilever

Unilever has come under fire from one of its biggest shareholders, Terry Smith, for its grandstanding on social issues. Is the criticism fair?

Adviser-Hub 13th 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-Chart-05-2019 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

Article-Technology-03-2019 Analysis & Opinion

The Week: 2021: a great year for active managers?

Passive dominated once again in 2020, but will that change in 2021? A lot depends on the technology sector.

Adviser-Hub 8th Dec 2021

Article-Chart-03-2019 Analysis & Opinion

The Week: High yield bonds: another fixed income trouble spot?

It’s been a tough month for junk bonds - does this close off another avenue for fixed income investors?

Adviser-Hub 1st Dec 2021

Article-Time-01-2019 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

Article-Chart-04-2019 Analysis & Opinion

The Week: Targeting Pricing Power

As UK inflation ticks higher, will the traditional strategies adopted by fund managers to deal with rising prices prove effective?

Adviser-Hub 18th 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-Grow-02-2019 Analysis & Opinion

The Week: COP26 delivers, but why is the UK lagging?

COP26 clearly showed the direction of travel for the funds industry. UK regulators may be behind the curve.

Adviser-Hub 4th 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-Grow-01-2019 Analysis & Opinion

The Week: Can COP26 succeed?

Multi-national agreement is often hard won, but implementation can be even harder. Can COP 26 produce tangible long-term progress on climate change?

Adviser-Hub 20th Oct 2021

Article-London-01-2019 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

Article-Buildings-01-2019 Analysis & Opinion

The Week: Who wins and who loses from higher wages?

The UK is moving to a high wage economy, according to the government, but will corporates have to foot the bill?

Adviser-Hub 7th 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-China-01-2019 Analysis & Opinion

The Week: Evergrande: China’s Lehman moment?

Is the imminent default of Chinese property developer Evergrande about to destabilise the wider economy? Or has the risk been overblown?

Adviser-Hub 22nd Sep 2021

Article-Chart-03-2019 Analysis & Opinion

The Week: Is the commodities super-cycle over already?

Commodities prices have been rolling over, particularly in the metals complex. Is the much-heralded commodities super-cycle a damp squib?

Adviser-Hub 15th Sep 2021

Article-Grow-02-2019 Analysis & Opinion

The Week: Europe’s going green

There has been a flurry of green bond issuance in Europe, does it solve the ESG problem for fixed income investors?

Adviser-Hub 8th Sep 2021

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

The Week: Will tapering bring the stock market party to an end?

Markets continue to ride a wave of easy money: could the Federal Reserve bring that to an abrupt halt?

Adviser-Hub 2nd Sep 2021

Article-Protection-02-2019 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

Article-Chart-03-2019 Analysis & Opinion

The Week: Inflation falling? No-one is fooled

Inflation may have dropped, but few believe inflationary pressures have gone away.

Adviser-Hub 18th Aug 2021

Article-Change-01-2019 Analysis & Opinion

The Week: Outsourcing

Large institutional investors are being driven to outsource investment management, but is this a welcome trend?

Adviser-Hub 11th Aug 2021

Article-Puzzle-01-2019 Analysis & Opinion

The Week: Will fund managers continue to Zoom?

Fund managers have had to conduct company management meetings remotely over the past year. To what extent will they revert to old practices as normal life re-emerges?

Adviser-Hub 4th Aug 2021

Article-London-01-2019 Analysis & Opinion

The Week: Time to revisit the UK Equity income sector?

It has been a better period for the UK equity income sector. It has benefited from UK economic recovery and a bounce-back in payouts. But can its strength endure?

Adviser-Hub 28th Jul 2021

Article-Japan-01-2019 Analysis & Opinion

The Week: Olympic glory for Japanese equities?

As the Olympic games get underway in Japan, the country’s equity markets have been little more than an also-ran. Can they catch up?

Adviser-Hub 21st Jul 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

The Week: Is the UK index fit for purpose?

The UK market is facing an assault from private equity, which is picking off the best companies at the bottom and top of the market. How can it improve?

Adviser-Hub 7th Jul 2021

Article-Time-01-2019 Analysis & Opinion

The Week: Will the second half of 2021 be as strong as the first?

It has been a cracking start to 2021 for investors, but eeking out gains in the second half of the year may be tougher.

Adviser-Hub 1st Jul 2021

Article-Buildings-01-2019 Analysis & Opinion

The Week: Time to call time on open-ended property funds?

As Aegon closes its Property Income fund and feeder funds, are we ignoring the elephant in the room on property funds?

Adviser-Hub 23rd Jun 2021

Article-Change-01-2019 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

Article-Goldmplate-01-2019 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

Article-Chart-05-2019 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

Article-Chart-03-2019 Analysis & Opinion

The Week: Dividends are back! Will investors follow?

The latest Janus Henderson Global Dividend index should make encouraging reading for beleaguered income seekers.

Adviser-Hub 26th May 2021

Article-America-02-2019-1 Analysis & Opinion

The Week: Is the US heading for disaster?

For US treasury secretary Larry Summers believes that the Fed is ignoring the risks of inflation and could be sowing the seeds of financial instability.

Adviser-Hub 19th May 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-America-02-2019-1 Analysis & Opinion

The Week: Biden tops the charts for stock market performance

Unlike his predecessor, President Biden has been quiet on stock market performance in his first 100 days. While it may be tempting to boast, he is right to be cautious.

Adviser-Hub 5th May 2021

Article-Chart-05-2019 Analysis & Opinion

The Week: Why have US earnings failed to impress?

US earnings season has been a blast. Companies have been smashing it out of the park on profitability and growth as they put the pandemic behind them.

Adviser-Hub 29th Apr 2021

Article-Animals-Bear-01-2019 Analysis & Opinion

The Week: Diminishing rewards for taking risk

The potential rewards for taking investment risk are falling: should investors be concerned about rising asset prices?

Adviser-Hub 22nd Apr 2021

Article-Grow-01-2019 Analysis & Opinion

The Week: Barnett is back: can he deliver?

Mark Barnett is back with a new role alongside Paul Marriage at Tellworth. Could greater freedom and flexibility see a brighter future for the fallen star?

Adviser-Hub 14th Apr 2021

Article-Change-01-2019 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

Article-Global-03-2019 Analysis & Opinion

The Week: Why didn’t Deliveroo deliver?

Deliveroo’s IPO fell flat in early trading: it may be a temporary blip.

Adviser-Hub 31st Mar 2021

Article-Direction-03-2019 Analysis & Opinion

The Week: Lessons from a veteran investor

James Anderson’s may be leaving Baillie Gifford in April next year, but the investment philosophy he has put in place looks set to thrive long after his departure.

Adviser-Hub 25th Mar 2021

Article-balance-01-2019 Analysis & Opinion

The Week: Are there any silver linings for commercial property?

From Brexit to Covid to ecommerce and agile working, there have been a litany of problems for the commercial property sector. Could there be better times ahead?

Adviser-Hub 18th Mar 2021

Article-Chart-05-2019 Analysis & Opinion

The Week: The fixed income reckoning

The year has started badly for fixed income, but ultimately, it may bring greater opportunity as yields rise.

Adviser-Hub 10th Mar 2021

Article-Direction-03-2019 Market Updates

The Week: Will listings shake-up draw businesses to the UK?

The Hill Review recommends changes to the UK listing rules. It may help shake off the fuddy-duddy reputation of UK markets.

Adviser-Hub 3rd Mar 2021

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

The Week: All change for fixed income

It’s starting to get nasty in fixed income markets, with yield rising and prices tumbling. Is this the moment the ‘lower for longer’ trade finally comes to an end?

Adviser-Hub 24th Feb 2021

Article-Direction-03-2019 Market Updates

The Week: Woodford’s back…and he’s right about one thing

It’s safe to say Neil Woodford’s comeback hasn’t been universally welcomed.

Adviser-Hub 17th Feb 2021

Article-Chart-03-2019 Market Updates

The Week: Stock markets: a year since the crash

Even though markets have recovered since the crash in February 2020, they have held plenty of surprises for investors.

Adviser-Hub 10th Feb 2021

Article-Change-01-2019 Market Updates

The Week: The new-found enthusiasm for emerging markets

Investors have been showing renewed interest in emerging markets. Is this the right way to play the reflation trade?

Adviser-Hub 4th 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-America-02-2019-1 Market Updates

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

Article-Change-01-2019 Market Updates

The Week: Will the SFDR change the world?

A new raft of EU disclosure requirements on sustainability are in the offing. What are the implications for investors?

Adviser-Hub 13th Jan 2021

Article-Europe-01-2019 Market Updates

The Week: Muted reaction to eleventh-hour Brexit deal

After considerable wrangling, the UK and EU have finally agreed a deal. Why aren’t financial markets more excited?

Adviser-Hub 6th 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-Europe-01-2019 Market Updates

The Week: Deal or no deal, the UK’s unpopularity could continue

The UK market is hugely out of favour, but some resolution to the Brexit situation – be that deal or no deal – see UK assets find favour once again?

Adviser-Hub 10th 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

Article-DowningStreet-01 Market Updates

The Week: Can Britain bounce back?

As Chancellor Sunak gives a depressing view of the UK economy in his Spending Review, tax rises appear inevitable.

Adviser-Hub 26th Nov 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-DonaldTrump-01-2019 Market Updates

The Week: Not red to blue, but West to East

The US election could go either way, but neither candidate looks set to check the growing power of Asia.

Adviser-Hub 4th Nov 2020

Article-Communications-02-2019 Market Updates

The Week: Is fund management failing on diversity?

Two surveys have shown that fund managers may only be talking the talk on diversity, but as fund selectors get serious on the issue, they may have to act fast.

Adviser-Hub 28th Oct 2020

Article-Time-01-2019 Market Updates

The Week: How should investors play the recovery?

With cases rising, economic recovery looks some way off, but investors should prepare for a best-case scenario as well as a worst-case scenario.

Adviser-Hub 21st Oct 2020

Article-Grow-01-2019 Market Updates

The Week: Living with uncertainty

Uncertainty has become a fact of life in recent years. The IMF’s recent assessment of the state of the global economy makes things little clearer.

Adviser-Hub 14th Oct 2020

Article-Chart-05-2019 Market Updates

The Week: UK equity income: is there any hope?

The UK Equity income sector has been a tough place over the last five years. Is there any hope ahead for beleaguered investors?

Adviser-Hub 7th Oct 2020

Article-America-02-2019-1 Market Updates

The Week: Tough times for Uncle Sam

The upcoming election has showed US democracy in an unflattering light: there are tough times ahead for the land of stars and stripes.

Adviser-Hub 1st Oct 2020

Article-China-01-2019 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

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-Grow-02-2019 Market Updates

The Week: Is there hope for friendless emerging markets?

With a low Dollar, low valuations and recovering economies, these should be buoyant times for emerging markets, but buyers are thin on the ground.

Adviser-Hub 10th 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-Animals-Bear-01-2019 Market Updates

The Week: Global dividends: a port in a storm?

Have global dividends been hit as hard as UK dividends? The Janus Henderson Global Dividend index shows some markets are yet to see an impact.

Adviser-Hub 26th Aug 2020

Article-Chart-05-2019 Market Updates

The Week: A last hurrah for growth stocks

The value of Apple hit $2trillion this week after a significant rise in its share price over the last three months.

Adviser-Hub 20th Aug 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

Article-DonaldTrump-01 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

Article-Goldmplate-01-2019 Market Updates

The Week: Are investors too late on gold?

Gold may be an imperfect hedge for volatile markets, but when it works, it really works. The problem is that when interest in gold spikes, it tends to mark the end of its bull run – are investors too...

Adviser-Hub 29th Jul 2020

Cards-Cities-London-01 Market Updates

The Week: UK dividends – reasons to be cheerful?

It’s been a torrid time for UK income investors, but there may be reasons for cheer amid the gloom.

Adviser-Hub 23rd Jul 2020

Article-Direction-03-2019 Market Updates

The Week: Have active managers shown their worth?

Active managers should thrive in a crisis. While passive managers can only watch, active managers can get busy. But have they delivered?

Adviser-Hub 16th 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-Balance-01-1 Market Updates

The Week: The potential problems of the ‘lone wolf’ asset manager

Even the best fund manager needs checks and balances to prevent serious mistakes.

Adviser-Hub 2nd Jul 2020

Article-London-01-2019 Market Updates

The Week: Has the UK stock market gone low enough?

The UK is still an important weighting in many investor portfolios, but it’s been a dismal performer. Is that about to change?

Adviser-Hub 25th Jun 2020

Article-Chart-05-2019 Market Updates

The Week: The resilience of Asian dividends

With UK dividends under considerable pressure, have Asian companies continued to deliver payouts to shareholders?

Adviser-Hub 17th Jun 2020

Article-Chart-03-2019 Market Updates

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

Article-Chart-05-2019 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

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

Article-Communications-02-2019 Market Updates

The Week: Does value investing still have a place in your portfolio?

It’s been a rough time for value managers. Has quantitative easing killed off value as a strategy? Or can it stage a comeback?

Adviser-Hub 21st May 2020

Article-China-01 Market Updates

The Week: China: the longer-term consequences of Covid-19

China may be seeing an economic bounce-back, but there may yet be economic consequences from the Covid-19 pandemic as the US sharpens its claws.

Adviser-Hub 14th 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

Article-Infrastructure-01-2019 Market Updates

The Week: Will the low oil price dent the prospects for renewables?

The oil price has slumped. This brings problems for oil majors, the shale industry and various others, but could it also create difficulties for the renewables sector?

Adviser-Hub 29th Apr 2020

Article-Infrastructure-01-2019 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

Article-Direction-03-2019 Market Updates

The Week: Corporate bond bargains?

“The best value investment grade market I have seen” - corporate bond managers say they are finding bargains. Should advisers be taking note?

Adviser-Hub 16th Apr 2020

Article-Chart-04-2019 Market Updates

The Week: Is this a dead cat bounce?

The recent performance from stock markets has given investors some cause for cheer amid the general gloom. However, could this be a dead cat bounce rather than a genuine cause for optimism?

Adviser-Hub 8th 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-America-02-2019-1 Market Updates

The Week: What does it cost to support markets? $2 trillion

The US emergency fiscal stimulus package has finally passed and markets are grateful, but could it create long-term problems?

Adviser-Hub 26th Mar 2020

Article-Protection-02 Market Updates

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

Article-Chart-05-2019 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

Article-Buildings-FED-01-2019 Market Updates

The Week: Federal Reserve: not enough or too much?

The Federal Reserve surprised markets by announcing a 50bps interest rate cut in an attempt to calm market nerves. The move hit a bum note, prompting a further sell-off in the equity market.

Adviser-Hub 5th Mar 2020

Article-Chart-01-2019 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

Article-Time-01-2019 Market Updates

The Week: Merger mania?

Consolidation has been considered a solution to the pressures on the active management industry, but it is not an end in itself.

Adviser-Hub 19th Feb 2020

Article-London-01-2019 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

Article-Companies-Tesla-01-2019 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

Article-Communications-02-2019 Market Updates

The Week: The FCA’s new value assessments are soon to be released

The FCA’s new value assessments are soon to be released. But will they do any good?

Adviser-Hub 30th Jan 2020

Article-China-01-2019 Market Updates

The Week: Is China’s growth assured?

This week saw the widely-awaited trade deal struck between the US and China.

Adviser-Hub 23rd Jan 2020

Article-Change-01-2019 Market Updates

The Week: Fink’s greener future needs governments to play ball

Larry Fink this week committed BlackRock to a greener future. He should have words with the UK government.

Adviser-Hub 15th Jan 2020

Article-Chart-03-1 Market Updates

The Week: The rise and rise of indexation

As index funds smash records, their influence on pricing in global stock markets is increasing. Can active managers put up a credible defense? 

Adviser-Hub 8th Jan 2020

Article-DowningStreet-01-2019 Market Updates

The Week: Back to the races? The Conservative election victory

Markets celebrated the Conservative victory, but have they been premature?

Adviser-Hub 18th Dec 2019

Article-London-01-2019 Market Updates

The Week: Better times for the UK market?

With the election looming, the UK markets appear to be pricing in a Conservative victory and fund managers are increasingly optimistic, but is there enthusiasm misplaced?

Adviser-Hub 11th 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-Chart-03-2019 Market Updates

The Week: What next for equity income?

After recent weak performance, equity income’s position at the heart of a UK portfolio is under threat.

Adviser-Hub 20th Nov 2019

Article-balance-01-2019 Market Updates

The Week: When is a safe haven not a safe haven?

Is it time to rethink what constitutes a ‘safe haven’ in the current market environment?

Adviser-Hub 13th Nov 2019

Article-Europe-01-2019 Market Updates

The Week: General Election 2019: the unpalatable economic choice ahead

As a General Election looms, voters face an uncomfortable choice.

Adviser-Hub 6th Nov 2019

Article-Chart-02 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

Article-London-01-2019 Market Updates

The Week: Brexit deal 2.0: the deal that business needs?

A Brexit deal has passed the House of Commons: does this provide much needed certainty for UK businesses?

Adviser-Hub 23rd Oct 2019

Article-Direction-06-2019-1 Market Updates

The Week: Woodford’s legacy for active management

The demise of Woodford Investment Management is a blow for the whole active industry.

Adviser-Hub 16th Oct 2019

Article-Technology-03-2019 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

Article-Infrastructure-01-2019 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

Article-Bear-01 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

Article-Building-04 Market Updates

The Week: Why is the Bank of England not easing?

While the ECB and Federal Reserve are loosening monetary policy, the UK is holding out. Why?

Adviser-Hub 18th Sep 2019

Article-Chart-03-2019 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

Article-London-01-2019 Market Updates

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

Article-DowningStreet-01 Market Updates

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

Article-Chart-03-2019 Market Updates

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

Market Updates

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

Article-Animals-Bear-01-2019 Market Updates

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

Article-Building-04 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

Article-DowningStreet-01-2019 Market Updates

The Week: The new PM and UK assets

This week saw Boris Johnson anointed as UK Prime Minister.

Adviser-Hub 25th Jul 2019

Article-China-01-2019 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

Article-Communications-02-2019 Market Updates

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

Article-balance-01-2019 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

Article-Chart-01-2019 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

Article-Animals-Bear-01-2019 Market Updates

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

Article-Direction-03-2019 Market Updates

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

Article-Direction-05-2019 Market Updates

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

Article-Japan-01-2019 Market Updates

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

Article-America-01 Market Updates

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

Article-DonaldTrump-01 Market Updates

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

Article-Pension-01 Market Updates

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

Article-Chart-03-2 Market Updates

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

Article-Chart-03-1 Market Updates

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

Article-Chart-01-1 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

Article-Europe-01 Market Updates

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

Article-Chart-01-2019 Market Updates

The Week: 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

Article-Bear-01 Market Updates

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

Article-Europe-01 Market Updates

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

Article-Balance-01 Market Updates

The Week: Women and wealth

There is a huge opportunity for fund managers who can shrink the gender gap, with women increasingly controlling household wealth.

Adviser-Hub 7th Mar 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

Article-Charts-AO-03_1 Market Updates

The Week: 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

Article-China-01 Market Updates

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

Article-Cities-London-AO-01_1 Market Updates

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

Article-Chart-03 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

Article-China-01 Market Updates

The Week: 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

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

Article-Outlook-01_1 Market Updates

The Week: 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

Article-EditorsBlog-Rollercoaster-AO-01_1.jpg Market Updates

The Week: 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

Market Updates

The Week: 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

Article-Cities-London-AO-01_1 Market Updates

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

Article-DonaldTrump-01-2019 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

Article-Cities-London-AO-01_1-3 Market Updates

The Week: 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

Article-America-02-2019-1 Market Updates

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

Article-Cities-London-AO-01_1-2 Market Updates

The Week: 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

Article-Chart-01-2019 Market Updates

The Week: Wobbly times

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?

Adviser-Hub 11th Oct 2018

Article-Charts-AO-04_1 Market Updates

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

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

As the Fed hikes rates once again, and predicts more rises this year and next, the yield curve continues to flatten.

Adviser-Hub 27th Sep 2018

Article-DonaldTrump-01-2019 Market Updates

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

The US/China trade war accelerated again this week.

Adviser-Hub 20th Sep 2018

Article-Animals-Bear-AO-01_1 Market Updates

The Week: The pace of change

​​​​​​​A messy week in the retail sector should remind investors that structural change is a prolonged and difficult process.

Adviser-Hub 13th Sep 2018

Article-Charts-AO-06_1 Market Updates

The Week: What does good diversification look like?

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. 

Adviser-Hub 6th Sep 2018

Article-Chart-01-2019 Market Updates

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

The latest statistics from the Janus Henderson Global Dividend index show payouts improving across the globe, but the UK appears a notable laggard.

Adviser-Hub 23rd Aug 2018

Article-Grow-01-2019 Market Updates

The Week: 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

Article-Companies-Tesla-01-2019 Market Updates

The Week: 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

Article-Cities-London-AO-01_1-2 Market Updates

The Week: False hope on UK assets

While international fund managers seemed to give the UK market a tentative thumbs up, it is not a ringing endorsement. 

Adviser-Hub 25th Jul 2018

Article-Chart-03-2019 Market Updates

The Week: Inflation statistics: another gloomy sign?

This month’s inflation data undershot. Another reason to be gloomy about the UK’s prospects?

Adviser-Hub 19th Jul 2018

Article-America-02-2019-1 Market Updates

The Week: The US: how long can the party last?

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

Adviser-Hub 12th Jul 2018

Article-WorldCupRussia-01-2019 Analysis & Opinion

The Week: Will the World Cup boost Russian growth?

Does hosting a major sporting event boost economic growth? 

Adviser-Hub 4th Jul 2018

Article-DonaldTrump-AO-01_1-1 Market Updates

The Week: Talking bulls

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 the longest...

Adviser-Hub 28th Jun 2018

Article-Communications-02-2019 Market Updates

The Week: The £100bn opportunity for asset managers

While fund managers scout around for the next big thing, the real answer to increased flows may be right in front of their noses.

Adviser-Hub 21st Jun 2018

Article-DonaldTrump-AO-01_1-1 Market Updates

The Week: Why are global investors moving back to the US?

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 looks dangerously i...

Adviser-Hub 14th Jun 2018

Article-America-01 Market Updates

The Week: Is the recent emerging market decline terminal?

Emerging markets have suffered over the past few months, as the Dollar has strengthened and US bond yields have risen. 

Adviser-Hub 7th Jun 2018

Article-Building-04 Market Updates

The Week: La Dolce Vita?

Markets have been soothed by Italy’s apparently successful bond auction. Are they too quick to revert to business as usual?

Adviser-Hub 31st May 2018

Article-Change-01-2019 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

Article-Chart-01-2019 Market Updates

The Week: Curtains for emerging markets?

Emerging markets currencies and government bonds have seen an uncomfortable sell-off in recent weeks. Will it endure?

Adviser-Hub 17th May 2018

Article-Europe-01-2019 Market Updates

The Week: 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.

Adviser-Hub 10th May 2018

Article-Chart-05-2019 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

Article-London-01-2019 Market Updates

The Week: Is there value in UK assets?

Global investors shun the UK, while canny corporate buyers are taking an interest. Who is right?

Adviser-Hub 19th Apr 2018

Article-Chart-05-2019 Analysis & Opinion

The Week: 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?

Adviser-Hub 12th Apr 2018

Article-America-01 Market Updates

The Week: 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?

Adviser-Hub 5th Apr 2018

Article-Animals-Chickens-AO-01_1 Market Updates

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

Article-Puzzle-01-2019 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

Article-Balance-01-1 Market Updates

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

Article-America-01 Market Updates

The Week: 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

Article-Technology-03-2019 Market Updates

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.

Adviser-Hub 22nd Feb 2018

Article-Chart-01-2019 Market Updates

The Week: 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?

Adviser-Hub 13th Feb 2018

Article-balance-01-2019 Market Updates

The Week: Value stocks tick higher - another dead cat bounce?

These have not been good years to be a value manager.

Adviser-Hub 1st Feb 2018

Article-Puzzle-01-2019 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

The Week: 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.

Adviser-Hub 18th Jan 2018

Article-Japan-01 Market Updates

The Week: What's the plan in Japan

Japan has been a big hit with investors in 2017, but we’ve been here before.

Adviser-Hub 11th Jan 2018

Article-Chart-03-2019 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

Article-Direction-06-2019-1 Market Updates

The Week: Farewell to all that

2017 is drawing to a close. Was it a classic for investors?

Adviser-Hub 21st Dec 2017

Article-Chart-05-1 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

Article-London-01-2019 Market Updates

The Week: Gloom and gloomier

If the Chancellor’s Budget predictions for UK growth were not gloomy enough, the OECD made some even gloomier ones this week.

Adviser-Hub 28th Nov 2017

Article-Cities-NorthKorea-AO-01_1 Market Updates

The Week: North Korea: A macroeconomic event that they actually care about

Finally, markets seem to have found a macroeconomic event that they actually care about.

Adviser-Hub 7th Sep 2017

Article-Chart-05-2019 Market Updates

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.

Adviser-Hub 24th Aug 2017

Article-Chart-06-2019 Market Updates

The Week: 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

Article-London-01-2019 Market Updates

The Week: 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? Manufacturing is providing a chink of light Sterling...

Adviser-Hub 10th Aug 2017

Article-Animals-Dog-AO-02.jpg Market Updates

The Week: 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.

Adviser-Hub 1st Aug 2017

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