articles from Adviser Hub

Adviser Hub articles

Articles tagged: UK

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

Adviser Hub 5th Sep 2019

Analysis & Opinion

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

Analysis & Opinion

The Week: Borisnomics: tax cuts and chlorinated chicken

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

Adviser Hub 29th Aug 2019

Analysis & Opinion

The Week: The new PM and UK assets

This week saw Boris Johnson anointed as UK Prime Minister.

Adviser Hub 25th Jul 2019

Analysis & Opinion

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

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

Adviser Hub 11th Jul 2019

Analysis & Opinion

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

Analysis & Opinion

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

Partner Zone

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

HUB TV

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.

Invesco 28th May 2019

Analysis & Opinion

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

HUB TV

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...

Invesco 21st May 2019

HUB TV

Neptune | Tech, low productivity & zombie companies – UK outlook

Is uncertainty creating a buying opportunity for active managers or is the UK at risk of becoming a zombie nation due to flagging fundamentals? Watch Cherry Reynard, Mark Martin and James Dowey discus...

Neptune Investment Management 30th Apr 2019

Analysis & Opinion

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

Analysis & Opinion

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

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

Adviser Hub 11th Apr 2019

Analysis & Opinion

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

Analysis & Opinion

The Week: Better times ahead for UK mid-caps

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

Adviser Hub 4th Apr 2019

Analysis & Opinion

Active vs Passive

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

Adviser Hub 28th Mar 2019

Analysis & Opinion

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

Analysis & Opinion

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

Analysis & Opinion

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

Analysis & Opinion

The Week: Brexit, no Brexit

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

Adviser Hub 14th Mar 2019

HUB TV

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?

Invesco 12th Mar 2019

Analysis & Opinion

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

Analysis & Opinion

“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

Analysis & Opinion

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

Analysis & Opinion

Investor nerves over commercial property funds

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

Adviser Hub 7th Feb 2019

Analysis & Opinion

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. After losing...

Adviser Hub 5th Feb 2019

Analysis & Opinion

UK dividends hit new highs

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

Adviser Hub 24th Jan 2019

Analysis & Opinion

The Week: Is Brexit in the price?

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

Adviser Hub 17th Jan 2019

Analysis & Opinion

“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

Analysis & Opinion

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

Analysis & Opinion

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

HUB TV

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

Analysis & Opinion

Brexit crunch time

Corporate and macroeconomic newsflow faded into the background during November and Brexit took centre stage as the UK and EU finally agreed a Brexit deal. Although the agreement was backed by the Cabi...

Aviva Investors 7th Dec 2018

Analysis & Opinion

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. The agreement will go before the House of Commons for a vote on 11...

Adviser Hub 7th Dec 2018

Analysis & Opinion

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. MPs will vote on the deal on 11 December, but there are doubts...

Adviser Hub 7th Dec 2018

Analysis & Opinion

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. European leaders backed the withdrawal agreement and political...

Adviser Hub 7th Dec 2018

Analysis & Opinion

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. Elsewhe...

Adviser Hub 7th Dec 2018

Analysis & Opinion

Deal, but no cigar

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

Adviser Hub 15th Nov 2018

Analysis & Opinion

A choppy month for bond investors

October 2018 A turbulent October sent investors scrambling for the perceived safety of “haven” assets such as the Japanese yen, US Treasury bonds, and gold. Concerns about the gradual n...

Adviser Hub 9th Nov 2018

Analysis & Opinion

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

Partner Zone

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

Analysis & Opinion

Why was the budget so boring?

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

Adviser Hub 1st Nov 2018

Analysis & Opinion

"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

Analysis & Opinion

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

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

Adviser Hub 4th Oct 2018

Analysis & Opinion

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

Analysis & Opinion

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

Analysis & Opinion

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

Analysis & Opinion

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). Meanwhile, trade discussions betwe...

Adviser Hub 5th Sep 2018

Analysis & Opinion

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

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

Adviser Hub 23rd Aug 2018

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

Analysis & Opinion

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

HUB TV

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...

Investec Asset Management 9th Aug 2018

Analysis & Opinion

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

Analysis & Opinion

False hope on UK assets

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

Adviser Hub 25th Jul 2018

Analysis & Opinion

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

Analysis & Opinion

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

Analysis & Opinion

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

HUB TV

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.

Invesco 7th Jun 2018

Analysis & Opinion

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

May 2016 It was another grim week for the UK high street. M&S looks set to tumble out of the FTSE 100 as it announced falling profits. It plans to close 100 shops by 2022 at a cost of £32...

Adviser Hub 24th May 2018

Analysis & Opinion

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

Analysis & Opinion

Is disappointing Eurozone economic data a one-off?

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

Adviser Hub 10th May 2018

Analysis & Opinion

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

Analysis & Opinion

Is the market peak behind us?

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

Adviser Hub 26th Apr 2018

Analysis & Opinion

Is there value in UK assets?

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

Adviser Hub 19th Apr 2018

Analysis & Opinion

UK share prices knocked by trade war concerns

March 2018 In common with other major equity markets around the world, UK share prices declined during March, dampened by concerns over the possibility of trade wars triggered by the US, and by the...

Adviser Hub 17th Apr 2018

Analysis & Opinion

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

Analysis & Opinion

Progress on Brexit transition agreement

March 2018 UK share prices generally fell during March amid expectations of tightening monetary policy and concerns over rising US protectionism. The UK and EU managed to reach an accord on “...

Adviser Hub 5th Apr 2018

Analysis & Opinion

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

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

Adviser Hub 22nd Mar 2018

Analysis & Opinion

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

Analysis & Opinion

FTSE 100’s yield rises above 4%

February 2018 The UK equity market experienced a volatile February; share prices fell sharply at the start of the month as investors became increasingly concerned that major central banks might see...

Adviser Hub 14th Mar 2018

Analysis & Opinion

UK shares joined February’s global sell-off

February 2018 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 – might deci...

Adviser Hub 9th Mar 2018

Analysis & Opinion

Gilt yields continued their rise in February

February 2018 Having risen strongly during January, gilt yields continued their upward journey in February. Demand for government bonds was curbed by speculation that interest rates – in the...

Adviser Hub 9th Mar 2018

Analysis & Opinion

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

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

Analysis & Opinion

Global bond yields rise sharply in January

January 2018 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. The attractions...

Adviser Hub 14th Feb 2018

Analysis & Opinion

Stronger pound could dampen UK dividend payouts

January 2018 UK equity indices fell over January as a whole, dampened by a rally in the value of the pound. Sterling’s weakness since Brexit has significantly enhanced UK dividend payouts; lo...

Adviser Hub 14th Feb 2018

Analysis & Opinion

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

Analysis & Opinion

Gilt yields soar in January

January 2018 Despite a rally in the value of the pound, UK government bonds experienced a drop in demand during January, sending yields sharply higher. Sentiment towards gilts deteriorated against...

Adviser Hub 14th Feb 2018

Analysis & Opinion

An alternative perspective on the bond market?

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

Adviser Hub 13th Feb 2018

Analysis & Opinion

….And so it starts

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

Aviva Investors 6th Feb 2018

Analysis & Opinion

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

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

Adviser Hub 25th Jan 2018

Analysis & Opinion

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

Partner Zone

Pandora's Box of UK Politics

Janurary 2018 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

Analysis & Opinion

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

Analysis & Opinion

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

Analysis & Opinion

Farewell to all that

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

Adviser Hub 21st Dec 2017

Analysis & Opinion

Everything is rosy in the economic outlook, so why don’t we feel happier?

In such a good environment, investors are surprisingly gloomy. Is it time for some Christmas jollity? These are happy times for the global economy, with almost every country in the world showing...

Adviser Hub 7th Dec 2017

Analysis & Opinion

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. The move was roundly condemned by world leaders....

Adviser Hub 5th Dec 2017

Analysis & Opinion

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

HUB TV

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.

Schroders 27th Feb 2017

HUB TV

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...

Schroders 24th Jun 2016

HUB TV

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,...

Schroders 23rd Jun 2016

Authors

Adviser Hub 812

Fidelity International 44

Invesco 56

Merian Global Investors 38

Square Mile Research 72

M&G Investments 35

Legal & General Investment Management 80

Schroders 95

Aviva Investors 19

Baillie Gifford 30

Neptune Investment Management 9

Investec Asset Management 17

Goldman Sachs Asset Management 18

Various 9

Jupiter Asset Management 19

AXA Investment Managers 9

First State Investments 2

Tags

Adviser Hub articles

Categories

Archives

2019

2018

2017

2016

2015

Authors

Tags

UPCOMING EVENTS