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.
17th Feb 2021
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).
2nd Feb 2021
Global update: Shares advance on vaccine optimism
After a tumultuous year in which the coronavirus pandemic gripped the world, many major stock markets ended 2020 in positive territory.
5th Jan 2021
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?
10th Dec 2020
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.
8th Dec 2020
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.
3rd Dec 2020
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.
25th Nov 2020
Global update: The “second wave” breaks
Share prices fell heavily around the world during October as Covid-19 infection rates continued to rise.
2nd Nov 2020
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.
21st Oct 2020
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...
14th Oct 2020
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?
7th Oct 2020
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,...
17th Sep 2020
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.
26th Aug 2020
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.
12th Aug 2020
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.
23rd Jul 2020
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?
8th Jul 2020
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.
6th Jul 2020
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?
25th Jun 2020
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...
10th Jun 2020
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.
20th Apr 2020
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?
8th Apr 2020
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?
2nd Apr 2020
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?
26th Mar 2020
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%.
20th Mar 2020
The Week: Bye-bye the ‘V’ shaped recovery; hello the ‘L’ shape
A V-shaped recovery now looks vanishingly unlikely, but could any good come of the financial market meltdown?
19th Mar 2020
“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.
18th Mar 2020
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?
12th Mar 2020
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.
13th Feb 2020
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.
12th Feb 2020
Legal & General Investment Management | Boris and Brexit bust ups
Hetal Mehta, Senior European Economist, outlines why investors should prepare for the Brexit trade tensions that are likely to develop this year.
Legal & General Investment Management
10th Feb 2020
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.
4th Feb 2020
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.
15th Jan 2020
The Week: Back to the races? The Conservative election victory
Markets celebrated the Conservative victory, but have they been premature?
18th Dec 2019
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.
20th Nov 2019
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?
13th Nov 2019
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...
7th Nov 2019
The Week: General Election 2019: the unpalatable economic choice ahead
As a General Election looms, voters face an uncomfortable choice.
6th Nov 2019
Global update: Election fever
October saw the UK plunge into election fever as progress on Brexit once again ground to a halt.
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?
23rd Oct 2019
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.
3rd Oct 2019
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.
25th Sep 2019
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?
18th Sep 2019
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.
16th Sep 2019
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...
5th Sep 2019
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.
4th Sep 2019
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...
29th Aug 2019
The Week: The new PM and UK assets
This week saw Boris Johnson anointed as UK Prime Minister.
25th Jul 2019
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.
11th Jul 2019
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.
10th Jul 2019
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.
4th Jul 2019
FWB - Brits abroad: three companies that could conquer the US
What do Cineworld, JD Sports, and Fever-Tree have in common? The answer lies in transformational strategies across the pond.
Legal & General Investment Management
26th Jun 2019
Invesco | How are UK smaller companies faring?
Is the future bright for smaller companies? How are they preparing for Brexit? Fund Managers, Jonathan Brown and Robin West share their thoughts on the smaller end of the UK equity market.
28th May 2019
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.
Invesco | A ‘glass half full’ view on UK equities
Fund Manager, Martin Walker remains optimistic about investing in UK equities, despite UK political uncertainty. This video covers the outlook for the UK equities, value investing, areas of portfolio...
21st May 2019
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).
17th Apr 2019
The Week: Why do we still group funds by geography?
In a globalised age, why do we persist in grouping funds by geography?
11th Apr 2019
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...
9th Apr 2019
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...
4th Apr 2019
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.
28th Mar 2019
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.
19th Mar 2019
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.
18th Mar 2019
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.
14th Mar 2019
The Week: Brexit, no Brexit
Whatever side you’re on, Brexit means higher costs for asset managers, which means more consolidation
Invesco | Investing in equities: the world of the optimist
2018 was the fifth worst year in 40 years for UK equity markets. Does Fund Manager, Ciaran Mallon think there is room for more optimism as we move into 2019?
12th Mar 2019
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.
6th Mar 2019
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.
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...
25th Feb 2019
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...
7th Feb 2019
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.
5th Feb 2019
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
24th Jan 2019
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?
17th Jan 2019
“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...
16th Jan 2019
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...
17th Dec 2018
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...
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...
10th Dec 2018
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.
7th Dec 2018
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.
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.
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.
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
15th Nov 2018
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.
9th Nov 2018
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...
Can the bull still ride on?
Winter is closing in, British summer time has ended and I’m reminded of a quote from the great Yogi Berra, “It’s getting late early”. But while our evenings may be darker, in t...
Legal & General Investment Management
5th Nov 2018
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
1st Nov 2018
"Moment of truth"?
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...
4th Oct 2018
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...
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...
2nd Oct 2018
Brexit concerns intensify
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....
5th Sep 2018
UK equity yields rise in August
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...
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).
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.
23rd Aug 2018
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...
17th Aug 2018
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...
14th Aug 2018
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...
9th Aug 2018
UK bond market review: Sterling wobbles in July
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...
9th Aug 2018
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.
25th Jul 2018
UK equity income market review: UK equity indices rise above the tension
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...
11th Jun 2018
UK equity market review: Macroeconomic issues drive sentiment
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...
8th Jun 2018
UK bond market review: Gilt yields driven down by demand for safe havens
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...
Invesco | Mark Barnett: Business as usual?
Head of UK Equities, Mark Barnett, considers recent pessimism towards UK domestic stocks and whether he is changing his strategy after a difficult period of performance.
7th Jun 2018
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.
24th May 2018
UK equity market review: Corporate activity dominates the FTSE 100
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...
22nd May 2018
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.
10th May 2018
Corporate activity grips UK markets
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...
1st May 2018
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.
26th Apr 2018
The Week: Is there value in UK assets?
Global investors shun the UK, while canny corporate buyers are taking an interest. Who is right?
19th Apr 2018
UK share prices knocked by trade war concerns
In common with other major equity markets around the world, UK share prices declined during March.
17th Apr 2018
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...
10th Apr 2018
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.
5th Apr 2018
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...
22nd Mar 2018
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...
15th Mar 2018
UK equity market review: FTSE 100’s yield rises above 4%
The UK equity market experienced a volatile February.
14th Mar 2018
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.
9th Mar 2018
UK bond market review: Gilt yields continued their rise in February
Having risen strongly during January, gilt yields continued their upward journey in February.
Global update: Global sell-off in February
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...
2nd Mar 2018
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...
19th Feb 2018
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.
14th Feb 2018
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.
UK equity market review: The pound rallies in January
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...
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.
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?
13th Feb 2018
Global update: Sterling regains pre-Brexit levels
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...
8th Feb 2018
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.
25th Jan 2018
Pedalling harder just as the brakes are being applied
My brother-in-law is a cycling fanatic. I asked him the other day if there is a technical term to describe pedalling while the brakes are being applied. He thought about this for a moment, before sugg...
Square Mile Research
25th Jan 2018
Pandora's Box of UK Politics
Investing in developed markets rarely involves high levels of political risk; over the long term markets are driven by the path of corporate earnings. However, today UK investors need...
Square Mile Research
16th Jan 2018
Brexit negotiations are cleared to move on
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...
10th Jan 2018
The FTSE 100 Index’s yield rose over 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...
Global update: A strong 2017 for global equity markets
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...
The Week: Farewell to all that
2017 is drawing to a close. Was it a classic for investors?
21st Dec 2017
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.
11th Dec 2017
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?
7th Dec 2017
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.
5th Dec 2017
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.
28th Nov 2017
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 &nd...
7th Nov 2017
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...
12th Oct 2017
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.
24th Aug 2017
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.
14th Aug 2017
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
10th Aug 2017
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...
3rd Aug 2017
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.
1st Aug 2017
Schroders | 60 seconds with Marcus Brookes on 2017's challenges
In this video, Marcus Brookes looks back on what drove markets in 2016 and why next year could be different.
27th Feb 2017
Schroders | 60 seconds with Marcus Brookes on opportunities after Brexit sell-off
So the UK has voted to leave the EU today which was a bit of a shock to financial markets. We just spent the last week or so seeing a very nice rally in risk assets, particularly in Europe and the UK...
24th Jun 2016
Schroders | 60 seconds with Paul Marriage on the outlook for small caps
The outlook for small caps at the moment is really dominated by the UK referendum – there’s no big surprise there. There is not much of a bromance between UK small cap - the riskiest end of equities,...
23rd Jun 2016
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