Adviser-Hub articles

Articles tagged: UK
Partner Zone

Labour’s first budget – Potential Truss 2.0 or benign for markets?

With the government’s inaugural budget fast approaching, there has been some speculation that recent rises in gilts yields could be indicative of investors anticipating a ‘Truss 2.0&rsq...

Fidelity International 26th 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-Chart-03-2019 Market Updates

Interest rate update: What next for interest rates?

Interest rates in the UK and the US were cut in November as expected; nevertheless, recent political developments on both sides of the Atlantic raised some uncertainties about the future path of mo...

Adviser-Hub 12th Nov 2024

sch_ukbudget51124 Partner Zone

UK Budget 2024: what does the statement mean for investors?

Schroders' experts analyse Rachel Reeves' Budget speech and explain what the Government's plans mean for investors in UK equities, gilts and the wider UK economy.

Schroders 5th 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-DowningStreet-01-2019 Analysis & Opinion

Budget 2024: fixing the foundations?

In Labour’s first Budget since 2010, Chancellor of the Exchequer Rachel Reeves announced £40 billion-worth of higher taxes alongside increased investment in health, education, defe...

Adviser-Hub 31st Oct 2024

pm_qabudget291024a Partner Zone

CIO Q&A: What will the Autumn Budget mean for investors?

Premier Miton CIO Neil Birrell considers which asset classes and sectors could be winners and losers.

Premier Miton Investors 29th 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

sch_ukchan101024 Analysis & Opinion

How the UK Chancellor could fill the country’s £22 billion “black hole”

The Labour Party’s manifesto commitments will make it tricky for Rachel Reeves to fix the public finances in her first Budget – Schroders sets out the options at her disposal.

Schroders 10th 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

pm_tellworth24924a VIDEO

Premier Miton Investors | Talking Markets – TM Tellworth UK Smaller Companies Fund

Fund Manager Paul Marriage, discusses M&A activity in the UK and shares why he believes the smaller companies sector is looking attractive.

Premier Miton Investors 24th Sep 2024

Article-Buildings-FED-01-2019 Market Updates

Interest rate update: Fed cuts rates by half a percentage point

US interest rates fell for the first time in over four years following the FOMC’s September meeting. The FOMC implemented a relatively aggressive cut of 50 basis points, reducing the key fede...

Adviser-Hub 19th Sep 2024

pm_ukfocusfd16924a VIDEO

Premier Miton Investors | Talking Markets – Premier Miton UK Focus Fund and UK Value Opportunities Fund

Fund Manager Matthew Tillett, discusses how the team exploit opportunities in the UK market, and recent market activity.

Premier Miton Investors 16th Sep 2024

fil_pensiona Analysis & Opinion

Will Labour change the State Pension age?

With the election decided, one of the more electorally sensitive issues is likely to emerge in the months ahead: the State Pension age. Fidelity’s Andrew Oxlade examines the possibilities.

Fidelity International 5th Sep 2024

Article-London-01 Analysis & Opinion

Can political and economic stability drive UK equities?

After a near-decade of political and economic disruption, the UK appears to be entering a period of greater stability. A new government, improving economic data and greater confidence should bring...

Adviser-Hub 2nd Sep 2024

bny_mvukcorpa Analysis & Opinion

Market view: Is it time for UK corporate bonds to shine?

What persistent inflationary pressures and market volatility might mean for UK corporate bond markets.

BNY Mellon Investment Management 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-London-01-2019 Analysis & Opinion

Interest rate update: “Finely balanced”

The Bank of England cut its key interest rate by 25 basis points to 5% at its August rate-setting meeting.

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

pm_electionuka Partner Zone

What does the UK election mean for investors?

Premier Miton rounds up the views of some of its experts.

Premier Miton Investors 4th Jul 2024

sch_ceopaya Analysis & Opinion

Comparing CEO pay: a closer look at the UK versus the US

Schroders analyses how CEO compensation in the UK compares to the US, and why it matters for both companies and investors.

Schroders 2nd Jul 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-Pension-01-2019 Business Toolkit

The ‘£287,560’ cost of matching the State Pension

The State Pension has become an early battleground in the upcoming General Election, with the major parties diverging on their plans for the old age payment.

Fidelity Adviser Solutions 17th 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-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-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-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

abrdn_elect20324 Analysis & Opinion

Ah, politics – we’ve been expecting you

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

abrdn Investments 20th Mar 2024

Article-DowningStreet-01-2019 Market Updates

Spring Budget 2024: balancing act

As expected, Chancellor of the Exchequer Jeremy Hunt announced a cut in National Insurance in a Spring Budget intended to boost long-term growth.

Adviser-Hub 7th Mar 2024

76575 Partner Zone

Six charts that show just how cheap UK equities are

How undervalued are UK equities? Let me count the ways, says Schroders’ Head of Strategic Research, Duncan Lamont.

Schroders 7th 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

abrdn-UK-real-estate Partner Zone

abrdn UK real estate market outlook Q1 2024

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

abrdn Investments 20th Feb 2024

Article-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-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-Chart-01-2019 Market Updates

Interest rate update: have interest rates finally peaked?

The December meetings of three of the world’s leading central banks all ended in no change for their key interest rates.

Adviser-Hub 15th Dec 2023

Article-DowningStreet-01 Analysis & Opinion

Autumn Statement 2023: politics & economics

With an eye to the forthcoming General Election, Chancellor of the Exchequer Jeremy Hunt introduced his Autumn Statement as a “Statement for Growth”

Adviser-Hub 27th 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

pm_diverseintroa VIDEO

Premier Miton Investors | Introduction to The Diverse Income Trust

Premier Miton’s Gervais Williams, manager of The Diverse Income Trust plc, introduces the Trust, discusses his investment approach and what he finds attractive about the UK stock Market. ...

Premier Miton Investors 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-Direction-05-2019 Market Updates

Interest rate update: Central banks on hold

As expected, central banks in the UK, US and Europe opted to leave interest rates unchanged in late October and early November. Policymakers adopted a “wait-and-see” approach to allow t...

Adviser-Hub 2nd Nov 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-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-London-01-2019 Analysis & Opinion

Interest rate update

The Bank of England held its key interest rate at 5.25% at the MPC’s September meeting. MPC members voted by five to four in favour of no change, ending a run of fourteen consecutive rises th...

Adviser-Hub 22nd 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-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-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-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-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-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

Partner Zone

The case for the UK

With the UK having been a relatively unloved market by investors for some years, recent performance has begun to reignite interest. We examine the reasons to be positive.

Fidelity International 19th 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-Europe-01-2019 Podcast

abrdn | Macro Bytes: Europe rewriting its fiscal rules

Luke Bartholomew, Senior Monetary Economist, talks to Paul Diggle, Deputy Chief Economist and Lizzy Galbraith, Political Economist at abrdn, about Europe’s changing fiscal framework.The rules...

abrdn Investments 3rd Apr 2023

Article-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-DowningStreet-01-2019 Market Updates

Spring Budget 2023: not out of the woods

Despite a lacklustre economic backdrop, Chancellor of the Exchequer Jeremy Hunt’s Spring Budget struck a relatively upbeat tone, with a strong focus on employment and boosting the workforce.<...

Adviser-Hub 16th 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-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

Partner Zone

UK retirement income: are consumers overconfident?

Capital Group’s Director of Retirement Income Solutions Philip May outlines key findings from a specially commissioned study by leading financial research specialist NMG.

Capital Group 21st 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

Partner Zone

Have we passed peak risk in the UK?

The cost-of-living crisis and weak economic outlook have created a challenging environment for UK investors. Yet with much of this reflected in valuations, Fidelity UK Select Fund portfolio manager...

Fidelity International 14th 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-Coin-02-2019 Market Updates

Interest rate update: The direction of travel

As expected, central banks in the US, UK and eurozone all continued down a tightening path in early February, with rates hitting their highest level since the Global Financial Crisis.

Adviser-Hub 6th Feb 2023

Article-America-02-2019-2 Market Updates

Global market updates: Has inflation peaked?

Global equity markets generally rose during January as investors drew encouragement from signs that inflationary pressures might be peaking and hopes that the US economy might manage to escape rece...

Adviser-Hub 6th Feb 2023

Article-Time-01-2019 Business Toolkit

Tax year end planning tools and resources

With changes to UK taxation, many allowances and thresholds will be cut or frozen in 2023/24 and so it is more important than ever that clients maximise their allowances before the end of the tax y...

Fidelity Adviser Solutions 16th Jan 2023

Article-Global-04-2019 Market Updates

Global updates: Markets end 2022 on a negative note

Global equity markets ended 2022 in negative territory as investors took stock of a torrid year and looked ahead to the prospect of slowing global growth and persistent inflationary pressures.

Adviser-Hub 5th Jan 2023

Article-London-01-2019 Analysis & Opinion

Autumn Statement 2022: facing into the storm

In his Autumn Statement, Chancellor of the Exchequer Jeremy Hunt unveiled a series of measures designed to shore up the UK’s finances.

Adviser-Hub 18th Nov 2022

Article-London-01-2019 Analysis & Opinion

Three challenges new PM Sunak faces to steady the UK ship

As Rishi Sunak faces the difficult challenge of reassuring investors, reuniting his party and regaining voters’ trust, Schroders assesses the key tasks confronting the former Chancellor of the Exchequ...

Schroders 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-DowningStreet-01-2019 Analysis & Opinion

Gambling on growth?

Designed to boost economic growth and cool inflationary pressures.

Adviser-Hub 28th Sep 2022

Article-Coin-02-2019 Analysis & Opinion

Can Truss’s cuts alleviate the cost-of-living crisis?

Portfolio managers and economists from across BNY Mellon Investment Management group give their take on the economic implications of a Liz Truss leadership.

BNY Mellon Investment Management 8th 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-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-London-01-2019 Analysis & Opinion

Why investors can't overlook the "S" in ESG

Schroders explores some of the risks, as well as the opportunities, which exist in the UK stock market, and asks how companies can be more socially responsible.

Schroders 27th 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-London-01-2019 Analysis & Opinion

Regulation: the evolving UK landscape

This has been an important period for sustainability regulation. Europe has led the way, implementing the Sustainable Finance Disclosure Regulation in May 2021, following the EU taxonomy in June 2020....

Adviser-Hub 24th May 2022

Article-Chart-05-2019 Analysis & Opinion

Market View: The outlook for value investing

Value stocks and sectors have rallied sharply over recent times, driven by shifting expectations for inflation and monetary policy. Fidelity’s value-focused portfolio managers discuss what lies ahead...

Fidelity International 6th May 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-Chart-05-1 Analysis & Opinion

Cryptocurrencies: not a one-way ticket?

The price of Bitcoin has almost halved since November last year, reminding investors that this it is not a one-way ticket to riches.

Adviser-Hub 4th Mar 2022

Article-Chart-03-2019 Market Updates

UK market review: Inflationary pressures continue to build

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

Adviser-Hub 11th Feb 2022

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

Market View: Hunting for “10 baggers” – how the UK beat the US

It may come as a surprise that the UK has a greater share of stocks which have delivered tenfold returns or more in the past decade. Schroders Research Analyst James Goodman explains.

Schroders 27th Jan 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-Global-03-2019 Analysis & Opinion

What do weak retail sales say about the UK economy?

It had all been going swimmingly for the UK retail sector. In November all the signs pointed to a buoyant Christmas period and recovery at last for the previously lacklustre high street.

Adviser-Hub 25th 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-balance-01-2019 Analysis & Opinion

The ‘S’ of ESG: intangible value

Baillie Gifford’s ESG experts Marianne Harper Gow, Ed Whitten, and Abhi Parjuli talk about the Social aspect of ESG in the context of investing.

Baillie Gifford 16th Dec 2021

Article-Building-04-2019 Analysis & Opinion

Bank of England makes its move

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

Adviser-Hub 16th Dec 2021

Article-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-balance-01-2019 Analysis & Opinion

Three reasons why markets may slide

Having looked at the bull case for stock markets, it is worth examining the bear case. There are structural forces conspiring against equities today, from slowing growth, to high valuations to rising...

Adviser-Hub 15th 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-Chart-05-2019 Analysis & Opinion

Why green gilts matter to UK bond investors

As markets prepare for COP26, Joshua Kendall, Insight Investment head of responsible investment research and stewardship, weighs the significance of the UK government’s first-ever green gilt issuance.

BNY Mellon Investment Management 29th Oct 2021

Article-DowningStreet-01-2019 Analysis & Opinion

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

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

Adviser-Hub 28th Oct 2021

Article-Direction-05-2019 Analysis & Opinion

Market View: Opportunities abound in cheap UK market

Alex Wright, portfolio manager of Fidelity Special Situations & Fidelity Special Values PLC, outlines why he remains excited by the opportunities on offer in the UK, despite recent market volatility.

Fidelity International 21st Oct 2021

Article-Puzzle-01-2019 Analysis & Opinion

Stagflation: do you need to worry?

The murmurs about stagflation are becoming increasingly insistent. The unwelcome trio of high inflation, weak growth and high unemployment would be a tough environment for investors.

Adviser-Hub 14th 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-Direction-05-2019 Market Updates

UK market review: Stagflation fears hit sentiment

Investors were stalked during September as the spectre of stagflation manifested itself against a backdrop of rising prices and lacklustre growth prospects.

Adviser-Hub 11th 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-Building-04 Analysis & Opinion

Will the Bank of England be raising interest rates soon?

Until recently, the Bank of England’s Monetary Policy Committee (MPC), which has responsibility for setting interest rates, was undecided if conditions were right for tightening monetary policy.

Adviser-Hub 1st 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-balance-01-2019 Analysis & Opinion

How to get the maths right on education costs

After a bumper year for A level grades, almost 400,000 students were confirmed at their first-choice university this year. This is good news for them, but may also commit their long-suffering parents...

Adviser-Hub 16th Aug 2021

Article-London-01-2019 Analysis & Opinion

The Week: Is the UK economy in trouble?

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

Adviser-Hub 14th Jul 2021

NinetyOne17June21 VIDEO

Ninety One | The quest for quality in the UK

Simon Brazier, Ben Needham and Matt Evans highlight what they believe are the characteristics and attributes required to construct resilient portfolios that continue to deliver over the long term.

Ninety One 17th Jun 2021

Article-Buildings-FED-01-2019 Market Updates

Global bond market review: Where next for monetary policy?

During May, ECB Vice President Luis de Guindos warned that recent increases in US bond yields had revived concerns over the potential for shifts in financial conditions, which could affect indebted co...

Adviser-Hub 14th Jun 2021

Article-Chart-01-2019 Market Updates

Global update: Markets gripped by inflation fears

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

Adviser-Hub 9th Jun 2021

Article-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 Market Updates

Global update: Optimism drives share prices in April

Global equity markets generally rose during April, buoyed by encouraging economic data from the US. The IMF upgraded its forecasts for global growth from 5.5% to 6% in 2021 and from 4.2% to 4.4% in 20...

Adviser-Hub 5th May 2021

Article-Change-01-2019 Market Updates

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

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

Adviser-Hub 6th Apr 2021

Article-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-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-Buildings-FED-01-2019 Market Updates

Global update: “Unintended consequences”

Financial markets are becoming increasingly vulnerable to a sharp correction that would, in turn, jeopardise stability, according to the International Monetary Fund (IMF).

Adviser-Hub 2nd Feb 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-Direction-05-2019 Market Updates

Global update: Shares advance on vaccine optimism

After a tumultuous year in which the coronavirus pandemic gripped the world, many major stock markets ended 2020 in positive territory.

Adviser-Hub 5th Jan 2021

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-Grow-02-2019 Market Updates

Global update: A November to remember

It was a November for investors to remember as a widespread focus on the perceived safe havens of gold and government bonds was replaced by renewed interest in equities.

Adviser-Hub 8th 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-Coin-02-2019 Market Updates

Extraordinary measures

The Covid-19 pandemic is set to deal a lasting blow to the UK economy and labour market, according to Chancellor of the Exchequer Rishi Sunak at his Spending Review.

Adviser-Hub 25th Nov 2020

Article-Change-01 Market Updates

Global update: The “second wave” breaks

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

Adviser-Hub 2nd Nov 2020

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-Direction-03-2019 Market Updates

Global update: Rising infection levels knock sentiment

Share prices generally fell during September amid concerns over rising infection levels and their potential impact on economic activity. Investors’ worries were compounded by doubts over Brexit negoti...

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-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-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-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

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-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-Direction-05-2019 Market Updates

Global update: Fears over a possible ‘second wave’

June proved to be a choppy month for investors as hopes of economic recovery were tempered by fears of a second wave of infection as instances of COVID-19 surged in parts of the US.

Adviser-Hub 6th 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-Buildings-FED-01-2019 Market Updates

Global bond market review: Corporate defaults on the rise

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

Adviser-Hub 10th Jun 2020

Article-Chart-04-2019 Business Toolkit

UK bond market review: UK interest rates reach all-time low

Against the backdrop of heightened uncertainty caused by the intensifying coronavirus crisis, investors continued to lose their appetite for risk during March.

Adviser-Hub 20th 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-London-01-2019 Market Updates

UK interest rates cut to record low

In an unexpected move designed to shore up the UK economy against the effects of the coronavirus pandemic, the Bank of England slashed its key interest rate to 0.1%.

Adviser-Hub 20th 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-London-01-2019 Market Updates

“Whatever it takes”

Less than a week after the Budget, Chancellor the Exchequer Rishi Sunak revealed a package of measures designed to help the UK economy withstand the financial impact of the coronavirus.

Adviser-Hub 18th 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-Chart-03-2019 Market Updates

Global bond market review: Seeking safe havens

Global bond yields declined during January as investors sought safe havens against a backdrop of rising worry over the Coronavirus.

Adviser-Hub 13th 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-balance-01-2019 Market Updates

Global update: Coronavirus hits investor sentiment

Investor sentiment was initially buoyed in January as the US and China signed their interim trade deal, driving US share indices to new all-time highs.

Adviser-Hub 4th Feb 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-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-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

Europe market review: Waiting for Brexit

The Brexit deadline was shifted once again, this time from 31 October to 31 January 2020. The EU’s chief Brexit negotiator Michel Barnier called for a close post-Brexit relationship between the UK and...

Adviser-Hub 7th 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-Europe-01-2019 Market Updates

Global update: Election fever

October saw the UK plunge into election fever as progress on Brexit once again ground to a halt.

Adviser-Hub 6th Nov 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-London-01-2019 Market Updates

Global update: What next for Brexit?

The long-running Brexit saga took a new twist in September as the clock continued to tick towards its Hallowe’en deadline.

Adviser-Hub 3rd 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-04-2019 Market Updates

Global bond market review: Bond yields plunge in August

Bond yields slid during August as nervous investors headed for perceived “safe-haven” assets such as government bonds and gold.

Adviser-Hub 16th 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-London-01-2019 Market Updates

Global update: Parliament’s suspension creates controversy

The prospect of a no-deal Brexit crept closer during August as Prime Minister Boris Johnson announced that Parliament would be suspended.

Adviser-Hub 4th 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-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-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-London-01-2019 Market Updates

UK bond market review: Gradual tightening strategy remains intact

UK government bond yields fell over the first six months of 2019, boosted by rising demand for gilts driven by political uncertainty.

Adviser-Hub 10th Jul 2019

Article-Chart-01-2019 Market Updates

Global update: Brexit: no further forward

The third anniversary of the Brexit referendum came and went in June, and still the issue of Brexit remained up in the air.

Adviser-Hub 4th Jul 2019

Article-Europe-01-2019 Market Updates

What next for Brexit?

After months of political wrangling over Brexit, Prime Minister Theresa May announced that she would stand down as leader of the Conservative Party.

Adviser-Hub 28th May 2019

Article-Chart-01-1 Market Updates

Europe market review: European slowdown

Interest rates in the eurozone are not expected to rise until next year at the earliest, according to the European Central Bank (ECB).

Adviser-Hub 17th 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-London-01 Market Updates

Global update: Brexit postponed…

“Brexit Day” – 29 March – came and went, but the UK remained in the EU. The UK was forced to seek an extension to the Article 50 process as Prime Minister Theresa May failed to get her Brexit deal thr...

Adviser-Hub 9th 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-Europe-01-2019 Market Updates

MPs vote to delay Brexit

Having rejected the possibility of leaving the EU without a deal, MPs voted by 402 to 202 in favour of requesting an extension to Article 50.

Adviser-Hub 19th Mar 2019

Article-London-01 Market Updates

Brexit: where now?

Following the Government’s defeat in the second “meaningful vote” on Prime Minister Theresa May’s Brexit deal, the House of Commons voted by 321 to 278 against leaving the EU without a deal.

Adviser-Hub 18th Mar 2019

Article-DowningStreet-01 Market Updates

Spring Statement 2019: Brexit deal holds the key

Having signalled an end to austerity in the Budget of October 2018, Chancellor of the Exchequer Philip Hammond struck a slightly more restrained tone in the Spring Statement of March 2019.

Adviser-Hub 14th 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-London-01 Market Updates

Global update: The eleventh hour...

With Brexit still unresolved and the clock counting down to the 29 March deadline, Prime Minister Theresa May announced that a second “meaningful vote” on her Brexit deal will be held by 12 March.

Adviser-Hub 6th Mar 2019

Article-Chart-03-2 Market Updates

Europe market review: “No breakthrough in sight”

Further “robust but constructive” Brexit talk between Prime Minister Theresa May and European Commission President Jean-Claude Juncker yielded no change in February.

Adviser-Hub 6th Mar 2019

Article-London-01 Market Updates

UK equity market review: Another throw of the dice

January ended without any resolution to the question of Brexit. With only two months left before the deadline of 29 March, investors faced up to the possibility of no deal. Following votes on a range...

Adviser-Hub 25th 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-Europe-01-2019 Market Updates

Global update: Brexit: more talk, no action?

Having dominated financial markets in 2018, political issues intensified into 2019 in the UK and the US. The UK inched closer towards the Brexit deadline without any sign of a resolution.

Adviser-Hub 5th Feb 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-Cities-London-AO-01_1 Market Updates

“Time is almost up”

Having postponed the “meaningful vote” on her controversial Brexit deal by over a month, Prime Minister Theresa May saw it voted down by in the House of Commons by 432 votes to 202, repres...

Adviser-Hub 16th Jan 2019

Article-DowningStreet-01_1 Market Updates

UK equity market review: Mounting fears of a no-deal Brexit

Newsflow and investor sentiment were dominated by Brexit in December. Having managed to agree a Brexit deal with the EU in November, Prime Minister Theresa May later took the controversial decision to...

Adviser-Hub 17th Dec 2018

Article-Charts-AO-04_1 Market Updates

UK equity income market review: UK equity yields surged over 2018

UK equity markets continued their downward trend into December amid intensifying speculation over the possibility of a no-deal Brexit. Although the government managed to reach an agreement with the EU...

Adviser-Hub 17th Dec 2018

Fidelity7Dec18 VIDEO

Fidelity International | Don’t wait for good news to buy UK equities

As a contrarian, the unrelenting negativity towards the UK equity market is making Fidelity Special Situations Fund Manager Alex Wright feel more positive on the prospects for the year ahead. Hear why...

Fidelity International 10th Dec 2018

Article-Cities-London-AO-01_1-1 Market Updates

UK equity income market review: Brexit hangs in the balance

UK share prices fell during November as months of Brexit negotiation between the UK and the EU finally culminated in an agreed deal.

Adviser-Hub 7th Dec 2018

Article-Chart-05 Market Updates

Global bond market review: Brexit sentiment drives European bond yields

European government bond yields rose sharply in November on the news that the UK and EU had finally managed to thrash out a Brexit deal.

Adviser-Hub 7th Dec 2018

Article-Europe-AO-01_1-2 Market Updates

Europe market review: Italy remains defiant

Brexit moved closer to a resolution during November as the EU and UK reached agreement on a deal; however, there are considerable doubts whether the deal will be ratified by the UK Parliament.

Adviser-Hub 7th Dec 2018

Article-Europe-01 Market Updates

Global update: Deal or no deal … or no Brexit at all?

Months of Brexit speculation and uncertainty came to a head in November as the UK and the EU finally succeeded in reaching a Brexit deal.

Adviser-Hub 7th Dec 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

Market Updates

Global bond market review: A choppy month for bond investors

A turbulent October sent investors scrambling for the perceived safety of “haven” assets such as the Japanese yen, US Treasury bonds, and gold.

Adviser-Hub 9th Nov 2018

Article-Chart-01-2019 Market Updates

Global update: October’s global sell-off

October proved a torrid month for investors as equity markets fell heavily. The global sell-off was attributed to a range of factors, including concerns over Italy’s budget, wider worries about Brexit...

Adviser-Hub 9th 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-Cities-London-AO-01_1-2 Market Updates

"Moment of truth"?

September 2018 With six months to go until Brexit takes place, the negotiation process stalled in Salzburg as the EU rejected Prime Minister Theresa May’s Chequers plan. European Council Pres...

Adviser-Hub 4th 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

Article-Chart-01-2019 Market Updates

Global update: EU rejects Chequers plan

he possibility of a hard Brexit came more sharply into focus during September as an EU summit in Salzburg rejected Prime Minister Theresa May’s Chequers plan. European Council (EC) President Don...

Adviser-Hub 2nd Oct 2018

Article-Europe-AO-01_1 Market Updates

Brexit concerns intensify

August 2018 Amid mounting fears that the UK might have to exit the EU without a deal, the pound wobbled during August, dipping below US$1.27 against the US dollar for the first time in over a year....

Adviser-Hub 5th Sep 2018

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

UK equity yields rise in August

August 2018 UK equity markets declined during August as investor sentiment was undermined by escalating concern that Brexit might actually take place without the UK and EU reaching a deal. The yiel...

Adviser-Hub 5th Sep 2018

Article-Chart-01-2019 Market Updates

Global update: What's next for Nafta?

Trade talks took a fresh turn during August as the US and Canada failed to reach agreement over the renegotiation of the North American Free Trade Agreement (Nafta).

Adviser-Hub 5th 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-Chart-PZ-01 Partner Zone

Why investors should care about rising interest rates

The link between interest rates and company share prices may not be obvious but it certainly exists, which means investors need to pay attention to last week’s decision by the Bank of England to raise...

Schroders 17th Aug 2018

Article-Chart-03-2019 Market Updates

Global bond market review: Trade fears stoke bond yields

Global bond yields generally rose during July as escalating trade tensions undermined investors’ confidence. Nevertheless, despite concerns over the possible impact of the deepening trade wars, Federa...

Adviser-Hub 14th Aug 2018

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

UK bond market review: Sterling wobbles in July

July 2008 Gilt yields rose and gilt prices fell during July amid expectations that the Bank of England (BoE) would increase its key interest rate at the Monetary Policy Committee’s (MPC&rsquo...

Adviser-Hub 9th Aug 2018

Investec_9Aug18 VIDEO

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

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

Ninety One 9th Aug 2018

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

UK equity income market review: UK equity indices rise above the tension

May 2018 Despite escalating trade tensions, uncertainties over Brexit, and political instability in Italy, UK equity markets rose during May. The FTSE 100 Index increased by 2.2% and reached a new...

Adviser-Hub 11th Jun 2018

Article-Charts-AO-04_1-2 Market Updates

UK equity market review: Macroeconomic issues drive sentiment

May 2018 UK equity markets rose over May as a whole, but investors’ attention was absorbed by Italy’s ongoing political problems, question-marks over the UK Government’s commitmen...

Adviser-Hub 8th Jun 2018

Article-Week-Reflection-AO-01_1 Market Updates

UK bond market review: Gilt yields driven down by demand for safe havens

May 2018 UK gilts experienced a choppy month during May. The yield on the benchmark ten-year government bond rose above 1.55% during the middle of the month, but plummeted towards the end of May as...

Adviser-Hub 8th Jun 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-Cities-London-AO-01_1-3 Market Updates

UK equity market review: Corporate activity dominates the FTSE 100

April 2018 UK markets in April were notable for a flurry of corporate activity that was concentrated in the FTSE 100 Index, and large companies generally outperformed their medium-sized counterpart...

Adviser-Hub 22nd 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-Charts-AO-01_1-2-1 Market Updates

Corporate activity grips UK markets

April 2018 Despite ongoing Brexit-related uncertainties and fresh political instability in the UK, newsflow during April was dominated by a wave of corporate activity. Elsewhere, the ECB reassured...

Adviser-Hub 1st 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-Charts-AO-05_1-3 Market Updates

UK share prices knocked by trade war concerns

In common with other major equity markets around the world, UK share prices declined during March.

Adviser-Hub 17th Apr 2018

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

Demand for VCTs hits new high

The 2017-18 tax year has seen another strong performance for venture capital trust (VCT) fundraising. The latest figures suggest VCTs raised more than £670 million, well ahead of the £542...

Adviser-Hub 10th Apr 2018

Article-Charts-AO-04_1-2 Market Updates

UK equity market review: Progress on Brexit transition agreement

UK share prices generally fell during March amid expectations of tightening monetary policy and concerns over rising US protectionism.

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

Upbeat Spring Statement

The outlook for the UK economy has brightened, according to the Chancellor of the Exchequer’s Spring Statement. Chancellor Philip Hammond described himself as “positively Tigger-like&rdquo...

Adviser-Hub 15th Mar 2018

Article-Charts-AO-05_1-3 Market Updates

UK equity market review: FTSE 100’s yield rises above 4%

The UK equity market experienced a volatile February.

Adviser-Hub 14th Mar 2018

Article-Charts-AO-04_1-2 Market Updates

UK equity market review: UK shares joined February’s global sell-off

UK share prices dropped sharply at the beginning of February amid mounting speculation that central bank policymakers – not only in the UK, but also in the US.

Adviser-Hub 9th Mar 2018

Article-London-01-2019 Market Updates

UK bond market review: Gilt yields continued their rise in February

Having risen strongly during January, gilt yields continued their upward journey in February.

Adviser-Hub 9th Mar 2018

Article-Chart-04 Market Updates

Global update: Global sell-off in February

February 2018 Equity markets experienced a global sell-off during early February triggered by concerns that US interest rates might rise more rapidly than previously expected. Equity indices in the...

Adviser-Hub 2nd Mar 2018

Article-Chart-03-2019 Partner Zone

What has driven stockmarket returns and what will drive them in future?

When we look back over the past three years, investors have earned remarkably similar returns in local currency terms in very different parts of the world. UK, eurozone, Japanese and emerging marke...

Schroders 19th Feb 2018

Article-Week-Reflection_1 Market Updates

UK equity income market review: Stronger pound could dampen UK dividend payouts

UK equity indices fell over January as a whole, dampened by a rally in the value of the pound.

Adviser-Hub 14th Feb 2018

Article-Charts-AO-05_1-3 Market Updates

UK equity market review: The pound rallies in January

January 2018 Although the FTSE 100 Index reached a new all-time high during January, UK equity indices generally ended the month in negative territory, weighed down by a rally in the value of sterl...

Adviser-Hub 14th Feb 2018

Article-Week-Reflection_1 Market Updates

UK bond market review: Gilt yields soar in January

Despite a rally in the value of the pound, UK government bonds experienced a drop in demand during January, sending yields sharply higher.

Adviser-Hub 14th Feb 2018

Article-Chart-01-2019 Market Updates

Global bond yields rise sharply in January

Bond yields generally rose sharply in January as investors moved away from global fixed income, triggering speculation over the possibility of a bear market for bonds.

Adviser-Hub 14th 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-Chart-04-2019 Market Updates

Global update: Sterling regains pre-Brexit levels

January 2018 The pound strengthened to its highest level against the US dollar since the Brexit referendum in June 2016, rising above US$1.40. Although sterling was lifted by weakness in the US...

Adviser-Hub 8th 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

Article-Charts-AO-05_1-3 Market Updates

The FTSE 100 Index’s yield rose over 2017

December 2017 Although the UK lagged many other major equity markets during 2017 as a whole, it posted a robust performance during December. Both the FTSE 100 Index and the FTSE 250 Index reached n...

Adviser-Hub 10th Jan 2018

Article-London-01-2019 Market Updates

Brexit negotiations are cleared to move on

December 2017 The UK performed relatively strongly during December compared with many other major equity markets; over 2017 as a whole, however, the performance of the FTSE 100 Index was dwarfed by...

Adviser-Hub 10th Jan 2018

Article-Chart-03-2 Market Updates

Global update: A strong 2017 for global equity markets

December 2017 Although global equity market returns were relatively muted during December, annualised performance from leading equity indices was very strong. The US, Germany, Japan, Brazil and Ind...

Adviser-Hub 10th 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-Europe-AO-01_1-2 Market Updates

Europe market review: Brexit discussions focus on Ireland

The mechanics and implications of Brexit continued to dominate newsflow during November and discussions over the future of the border between Ireland and Northern Ireland intensified during the month.

Adviser-Hub 11th 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-Cities-NorthKorea-AO-01_1 Market Updates

Global update: Renewed aggression from North Korea

North Korea returned to the forefront of investors’ awareness in November following its decision to fire another ballistic missile towards Japan.

Adviser-Hub 5th 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-DowningStreet-01-2019 Market Updates

Global update: Politics dominate in October

Politics grabbed the spotlight during October, and global investor sentiment was affected by mounting political crisis in Spain, General Elections in Japan and Austria, and continuing developments.

Adviser-Hub 7th Nov 2017

Article-Cities-London-AO-01_1-1 Market Updates

Britain's toxic politics: what does it mean for UK assets?

The UK is a political mess, and it's starting to weigh on the economy, and the performance of UK assets. The UK political scene is as uncertain as it has been for some time. Brexit talks a...

Adviser-Hub 12th Oct 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-03-1 Market Updates

Europe market review: Economic sentiment improves in the eurozone

The European Central Bank continued to play down speculation that it is poised to begin winding down its programme of stimulus measures.

Adviser-Hub 14th 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-Global-01-2019 Market Updates

Global update: Inflation remains a conundrum

Global equity markets generally rose during July, underpinned by further evidence of economic strength. Despite further political upheaval in the US, the benchmark Dow Jones Industrial Average Index r...

Adviser-Hub 3rd 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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