Adviser Hub articles

Articles tagged: US
Article-Chart-03-2019 Market Briefings

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-Buildings-ItalyBank-01-2019 Market Briefings

Europe market review: ECB launches review of its monetary policy strategy

The eurozone’s economy expanded by only 0.1% during the fourth quarter of 2019.

Adviser-Hub 12th Feb 2020

Article-Chart-04-2019 Market Briefings

UK bond market review: Flight to safety

Gilt yields fell during January as investors sought the perceived safety of government bonds

Adviser-Hub 12th Feb 2020

MG_EMPFeb 2020 VIDEO

M&G Investments: The race is on: US Presidential election 2020

M&G's Investment Director, Ritu Vohora looks at what the wide range of potential policy outcomes could mean for investors.

M&G Investments 10th Feb 2020

Article-balance-01-2019 Market Briefings

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-China-01-2019 Market Briefings

The Week: Is China’s growth assured?

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

Adviser-Hub 23rd Jan 2020

Article-Chart-01-2019 Market Briefings

Global bond market review: Investors eye riskier assets in December

A mood of tentative optimism blunted the attractions of government bonds during December.

Adviser-Hub 15th Jan 2020

Article-China-01-2019 Market Briefings

Emerging markets review: US and China agree “Phase One” trade deal

Investor sentiment was lifted during December by the news that the US and China had reached a preliminary “Phase One” trade agreement in its long-running trade war.

Adviser-Hub 15th Jan 2020

Article-Chart-03-1 Market Briefings

The Week: The rise and rise of indexation

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

Adviser-Hub 8th Jan 2020

Article-America-02-2019-1 Market Briefings

US market review: No resolution to the trade conflict

US share prices were boosted during November by hopes that the US and China might find a resolution to their protracted trade conflict.

Adviser-Hub 20th Dec 2019

Article-Chart-01-2019 Market Briefings

Europe market review: Germany avoids recession

The eurozone’s economy almost stalled during November, according to IHS Markit, which reported the lowest level of activity for two months.

Adviser-Hub 20th Dec 2019

Article-Chart-01-2019 Market Briefings

Global update: Brexit takes a back seat

Although politics continued to dominate newsflow and sentiment in the UK during November, Brexit was superseded by the General Election as the focal point.

Adviser-Hub 10th Dec 2019

Article-America-02-2019-1 Partner Zone

Is this the answer to the US/China trade war?

In context of the US/China trade war, agriculture could well be the area that prompts both countries to come to an agreement, according to Robin Wehbé, portfolio manager at Mellon, part of BNY Mellon...

BNY Mellon Investment Management 28th Nov 2019

Invesco_25Nov19 VIDEO

Invesco | Flying update: Weak patch for US Treasuries

In 102 seconds, Head of Fixed Income Products Lewis Aubrey-Johnson examines US government bonds, which are at their weakest for around a year. How will this affect bond markets?

Invesco 25th Nov 2019

Article-Animals-Bear-01-2019 Partner Zone

Bright sparks in autos and tech shine through clouds of US/China trade tensions

A choppy earnings season and ongoing concerns over political risk have cast a pall over the tech sector in recent months.

BNY Mellon Investment Management 13th Nov 2019

Article-Chart-01-2019 Market Briefings

Global bond market review: Fed cuts rates once again

Following a raft of interest-rate cuts in the third quarter of 2019, the loosening monetary trend continued into the fourth quarter as central banks reduced their key rates.

Adviser-Hub 7th Nov 2019

Article-China-01-2019 Market Briefings

Emerging markets review: China’s slowdown continues

The pace of economic growth in China continued to slow during the third quarter, dampened by the ongoing trade conflict with the US.

Adviser-Hub 7th Nov 2019

Article-America-01 Partner Zone

Three US infrastructure stories for the future

Global infrastructure manager Jim Lydotes outlines three US holdings that are more than they seem based on their sector classification.

BNY Mellon Investment Management 6th Nov 2019

Article-Europe-01-2019 Market Briefings

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-Europe-01-2019 Market Briefings

Europe market review: ECB restarts QE

During September, the European Central Bank (ECB) announced another programme of economic stimulus measures designed to shore up the eurozone’s faltering economy.

Adviser-Hub 15th Oct 2019

Article-Technology-03-2019 Market Briefings

The Week: As trade talks resume, how optimistic should we be about the prospects for a deal?

As trade talks resume, how optimistic should we be about the prospects for a deal?

Adviser-Hub 9th Oct 2019

Article-London-01-2019 Market Briefings

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-Infrastructure-01-2019 Market Briefings

The Week: Does manufacturing matter?

As US manufacturing slides, how important is it for global economic growth? And would trade talks resolve the problem?

Adviser-Hub 2nd Oct 2019

Article-Bear-01 Market Briefings

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

InvescoCurveSep19 VIDEO

Invesco | What does the inverted US yield curve tell us?

The US yield curve inverted for the first time since 2007. What is the yield curve’s success in predicting previous US recessions? Is the inversion consistent with US data? What other reasons could be...

Invesco 17th Sep 2019

Article-London-01-2019 Market Briefings

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-Chart-03-2019 Market Briefings

The Week: Global dividend growth slips as corporate profits dip

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

Adviser-Hub 22nd Aug 2019

Article-London-01-2019 Market Briefings

UK equity market review: Sterling falls on no-deal speculation

Sterling fell sharply against the US dollar and euro during July as the prospect of a no-deal Brexit began to appear increasingly possible.

Adviser-Hub 19th Aug 2019

Article-Chart-01-2019 Market Briefings

Global bond market review: Central banks around the world cut rates

Investors saw a raft of interest-rate cuts during July, as central banks sought to address slowing economic growth and subdued inflationary pressures.

Adviser-Hub 19th Aug 2019

Article-Grow-01-2019 Market Briefings

Emerging market review: China’s slowdown continues

China’s economy continued its slowdown during the second quarter of 2019, expanding at an annualised rate of 6.2%. The country’s economy grew by 6.4% during the first quarter.

Adviser-Hub 19th Aug 2019

Article-Buildings-FED-01-2019 Market Briefings

US market review: Fed cuts rates for the first time since 2008

US equity markets reached new closing highs during July, and the S&P 500 Index breached 3,000 points for the first time ever.

Adviser-Hub 19th Aug 2019

Article-Buildings-FED-01-2019 Partner Zone

Macro Matter blog: The Fed could NIRP a downturn in the bud

Few economists believe the widely expected Fed rate cut will start another prolonged easing cycle.

Legal & General Investment Management 16th Aug 2019

Article-Animals-Bear-01-2019 Partner Zone

Macro Matters blog: Here we go again

Our medium-term view on markets is changing. Recession probabilities are increasing and trade wars are not helping. This makes us shy away from buying during market dips.

Legal & General Investment Management 16th Aug 2019

Market Briefings

The Week: Yield Curve

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

Adviser-Hub 15th Aug 2019

equities-aug19 Partner Zone

Currency wars: tweetstorm in a cup?

The Fed delivered its much anticipated interest rate cut at the end of July. In this month’s video, Investment Director, Ritu Vohora looks at the implications for the US dollar. Could the US Treasury...

M&G Investments 14th Aug 2019

Article-Animals-Bear-01-2019 Market Briefings

The Week: A new world order threatens capitalism

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

Adviser-Hub 8th Aug 2019

Article-Building-04 Market Briefings

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

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

Adviser-Hub 1st Aug 2019

Article-China-01-2019 Market Briefings

The Week: China GDP: time to panic?

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

Adviser-Hub 18th Jul 2019

Article-Grow-01-2019 Partner Zone

Emerging market debt: investors grow more selective

Emerging market debt has been through some notable highs and dramatic lows, but investors have not always discriminated between individual markets.

Aviva Investors 11th Jul 2019

Article-Japan-01-2019 Market Briefings

Asian Japan markets review: Trade tensions hit growth in Asia

Economic growth picked up in Japan during the first quarter of 2019, despite the continuing trade tensions between the US and China.

Adviser-Hub 10th Jul 2019

Article-Grow-01-2019 Market Briefings

Emerging markets review: Trade negotiations reopen

The trade relationship between China and the US continued to dominate investor sentiment during June.

Adviser-Hub 10th Jul 2019

Article-Chart-01-2019 Market Briefings

Global bond market review: Central banks start to ease

Bond yields continued their decline into June: prices rose as several central banks loosened their monetary policy stance.

Adviser-Hub 10th Jul 2019

Article-London-01-2019 Market Briefings

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

Partner Zone

US interest rates need to fall

The global economy continues its descent with June PMIs showing no let-up for manufacturing. US, Japan, Chinese and European manufacturing PMI’s all came in lower than expected for June.

Merian Global Investors 8th Jul 2019

Article-Chart-01-2019 Market Briefings

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-Chart-01-2019 Market Briefings

The Week: Monetary easing resumes: will markets be impressed?

It is deja vu all over again. This week, central banks have hinted at further rate cuts, but is monetary easing losing its potency?

Adviser-Hub 27th Jun 2019

Article-Direction-06-2019-1 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

Article-Grow-01-2019 Market Briefings

Emerging markets review: Trade wars bite

Although the US and China had been widely expected to agree a trade deal, US President Donald Trump instead confounded hopes.

Adviser-Hub 12th Jun 2019

Article-Chart-03-2019 Market Briefings

Global bond market review: Trade conflicts driven down yields

Bond yields fell during May as the trade conflict between the US and China took an unexpected turn.

Adviser-Hub 12th Jun 2019

Article-London-01-2019 Market Briefings

UK bond market review: Brexit worries fuel demand for gilts

Amid rising speculation over the likelihood of a no-deal Brexit, gilt prices surged and yields plummeted in May as investors scrambled for investments perceived to be safe havens.

Adviser-Hub 12th Jun 2019

equities-jun19 Partner Zone

All eyes on trade

In this month’s video, Investment Director, Ritu Vohora looks at the escalating trade war between the US and China, with tensions reducing risk appetite and intensifying fears of a global economic slo...

M&G Investments 10th Jun 2019

Article-Chart-03-2019 Partner Zone

America’s China Challenge – Read the Latest Issue of Baillie Gifford’s Enlightenment magazine

US companies are under pressure from Chinese rivals looking to dominate their home market and satisfy global ambitions. Read about this and more in the latest issue of Enlightenment, the funds magazin...

Baillie Gifford 7th Jun 2019

Article-Chart-01-2019 Market Briefings

Global update: US/China trade war escalates

Prime Minister Theresa May finally announced that she was resigning as leader of the Conservative Party on 7 June. Her decision triggered a leadership contest alongside rising concerns over the possib...

Adviser-Hub 4th Jun 2019

Partner Zone

FWB - Breaking up: US and China

Tim Drayson, Head of Economics at LGIM, said, Xi said: President Trump believes tariffs are great for the US because China is paying; the evidence suggests otherwise.

Legal & General Investment Management 3rd Jun 2019

Article-America-01 Market Briefings

The Week: Can the US retain its innovation crown?

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

Adviser-Hub 16th May 2019

Article-Chart-01-1 Market Briefings

Global bond market review: Europe weakens

Demand for government bonds generally rose during April against a backdrop of intensifying concerns over the global economic outlook.

Adviser-Hub 14th May 2019

Article-DonaldTrump-01 Market Briefings

The Week: Wobbly markets

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

Adviser-Hub 9th May 2019

Article-Building-Fed-01 Partner Zone

FWB: Making up: US and China

The trade war has clearly disrupted trade flows, but better growth and positive signs of a deal might mean the Fed has overdone its dovish pivot.

Legal & General Investment Management 8th May 2019

Article-Buildings-FED-01-2019 Partner Zone

LGIM Talks: Let's rebuild America

The recent soft patch in growth and dovish shift from the Federal Reserve has made it less likely that the US enters recession next year.

Legal & General Investment Management 25th Apr 2019

Article-Building-Fed-01 Market Briefings

US market review: Bull market celebrates its tenth birthday

The US bull market became the longest bull market in the history of the S&P 500 Index during March, celebrating its ten-year anniversary on 9 March.

Adviser-Hub 17th Apr 2019

Article-London-01 Market Briefings

UK bond market review: Brexit uncertainties are unresolved

Following Parliament’s rejection of a no-deal Brexit, sterling surged against the US dollar to its highest level since June 2018 and against the euro to its highest level since April 2017.

Adviser-Hub 17th Apr 2019

Article-Chart-03-1 Market Briefings

Global bond market review: European slowdown drives demand for bonds

Fears of an economic slowdown in Europe rattled investors during March, and European government bond yields fell as investors sought perceived safe havens.

Adviser-Hub 17th Apr 2019

Article-China-01 Market Briefings

Emerging markets review: China cuts economic forecast

China’s leaders cut their economic growth forecast for 2019 to 6% to 6.5%, compared with last year’s target of around 6.5%.

Adviser-Hub 17th Apr 2019

Article-Chart-01-1 Market Briefings

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 Briefings

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

Partner Zone

Macro Matters blog: US economy: Extending the cycle

The recent soft patch in growth and dovish shift from the Feb has made it less likely that the US enters recession next year.

Legal & General Investment Management 29th Mar 2019

Article-Chart-01-2019 Market Briefings

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

Partner Zone

FWB: Consumer of last resort

Amid all the global economic and market uncertainty, conviction about the macro outlook is low. But the one engine of growth Tim Drayson, Head of Economics at Legal & General IM, thinks we can rely on...

Legal & General Investment Management 22nd Mar 2019

Article-Bear-01 Market Briefings

The Week: ‘Feemageddon’ warning for asset managers

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

Adviser-Hub 21st Mar 2019

InvescoUSEq12Mar19 VIDEO

Invesco | A dose of optimism in US equity markets

After a build-up of negative sentiment towards the end of 2018 – Simon, US Equities Fund Manager and John Botham, Global Equities Product Director discuss how that sentiment has changed since January...

Invesco 12th Mar 2019

ritu VIDEO

M&G Investments | Earnings season – some welcome surprises?

Ritu Vohora, Investment Director, offers some key takeaways following the latest round of quarterly earnings announcements. Results were better than feared, with actual reported earnings surprisingly...

M&G Investments 11th Mar 2019

Article-Chart-01-1 Market Briefings

Emerging markets review: End of trade dispute within sight?

Despite signs of an ongoing economic slowdown in China, share prices performed strongly during February. The US announced that it would postpone its planned tariff increases on Chinese exports.

Adviser-Hub 6th Mar 2019

Market Briefings

US market review: A temporary end to the shutdown

Following its worst December since 1931, the S&P 500 Index experienced its best January since 1987. Investors appeared to shrug off the implications of a protracted partial shutdown of the federal gov...

Adviser-Hub 25th Feb 2019

Invesco14Feb19USequities VIDEO

Invesco | 2019 investment outlook: US equities

We see a tricky year where markets will debate the potential for sustained US growth with the potential for a globally driven US slowdown. Simon Laing, Head of US equities shares his thoughts on the U...

Invesco 14th Feb 2019

Market Briefings

The Week: Markets rebound; but why?

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

Adviser-Hub 14th Feb 2019

Article-Building-Fed-01 Partner Zone

Throwing in the Powell: implications of the Fed policy shift

The US central bank has made a dramatic about-turn in its policy stance. Tim Drayson, Head of Economics at Legal & General Investment Managament, looks at what this means for the US economy and market...

Legal & General Investment Management 13th Feb 2019

Article-Europe-01-2019 Market Briefings

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-Chart-01-1 Market Briefings

Global update: 2018: worst year since 2008 for equity markets

2018 proved to be the worst year for global markets since 2008. The MSCI World Index fell by 10.4% over the year as a whole, dragged down by widespread economic and political concerns. Markets seesawe...

Adviser-Hub 7th Jan 2019

Market Briefings

“A mood of angst”

As expected, the Federal Reserve (Fed) rounded off 2018 with its fourth interest-rate increase of the year, and its ninth since 2015. Fed policymakers raised the key federal funds rate by 25 basis poi...

Adviser-Hub 21st Dec 2018

Article-Direction-AO-06_1-3 Market Briefings

The Week: Reasons to be cheerful 2019

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

Adviser-Hub 20th Dec 2018

Article-Chart-04 Market Briefings

The Yield Curve: Economic Outlook for 2019

The yield curve gap has been a powerful and accurate predictor of recessions over the last 40 years. This month, we examine the recent movements in the yield curve and the implications of the shape of...

Adviser-Hub 19th Dec 2018

Fidelity19Dec18 VIDEO

Fidelity International | Hold on to your hat

Politics and economics are so often closely tied together, and Bill McQuaker, Portfolio Manager of the Fidelity Multi Asset Open range, believes that 2019 will be no different. Hear how policy makers...

Fidelity International 19th Dec 2018

Article-Cities-Japan-AO-01_1 Market Briefings

Asian Japan markets review: Japan faces economic headwinds in 2019

Japan’s economy contracted at an annualised rate of 2.5% during the third quarter of 2018, compared with an earlier calculation of -1.2%. Activity was curtailed during the year by a series of natural...

Adviser-Hub 18th Dec 2018

Market Briefings

Emerging markets review: Emerging markets underperform over 2018

Emerging markets performed better than broader world markets during December, but underperformed global markets over 2018. Following a protracted war over trade tariffs, China and the US finally agree...

Adviser-Hub 18th Dec 2018

Article-Time-01 Market Briefings

The Week: 2018: A year to forget

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

Aviva Investors 13th Dec 2018

Market Briefings

US market review: Partial shutdown for the US government

Although US equity markets hit record highs during 2018, they ended the year in negative territory, pulled down by concerns over trade tensions, rising interest rates, a partial shutdown of the federa...

Adviser-Hub 10th Dec 2018

Article-Cities-US-BB Market Briefings

US market review: The Democrats take the House of Representatives

Investor sentiment in the US was dominated by developments in politics, trade, and monetary policy during November.

Aviva Investors 7th Dec 2018

Article-Charts-AO-01_1-3 Market Briefings

Emerging markets review: Investors hope for trade resolution at G20

Emerging markets generally performed more strongly than the broader global equity market during November, boosted by hopes that the US and China might resolve their ongoing trade dispute at the G20 su...

Adviser-Hub 7th Dec 2018

Article-Charts-AO-01_1 Market Briefings

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 Briefings

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-DonaldTrump-AO-01_1-1 Market Briefings

The Week: US Midterms - a check on Trump's power

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

Adviser-Hub 8th Nov 2018

Article-Wallstreet-AO-01 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

Article-America-02-2019-1 Market Briefings

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

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

Adviser-Hub 25th Oct 2018

Article-Cities-America-AO-01_1-1 Market Briefings

US market review: Sharp falls in US share prices

Having risen by over 25% over 2017, the Dow Jones Industrial Average Index fell during February to levels last seen at the end of November.

Adviser-Hub 23rd Oct 2018

Invesco19Oct18 VIDEO

Invesco | John Greenwood’s quarterly economic outlook: Q4 2018

With problems in emerging markets continuing to grab headlines and an escalation of the tariff wars between the US and China, how concerned is John about the potential impacts on the global economy?

Invesco 19th Oct 2018

Article-Charts-AO-05_1-1 Market Briefings

US interest rates reach a ten-year high

The US Federal Reserve raised its key federal funds rate by 0.25 percentage points to a range of 2% to 2.25% at its September monetary policy meeting. The unanimous decision represented the third incr...

Adviser-Hub 19th Oct 2018

Market Briefings

The Week: Wobbly times

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

Adviser-Hub 11th Oct 2018

Market Briefings

Fed tightens rates

September 2018 US Treasury bond yields increased as investors awaited the next development in the trade war between the US and China. The yield on the ten-year Treasury bond rose as high as 3.1%, b...

Adviser-Hub 5th Oct 2018

Article-Cities-China-AO-02_1 Market Briefings

China accuses US of “trade bullyism”

September 2018 The trade war between the US and China continued to escalate during September. Following the US’s imposition of levies on US$200 billion-worth of Chinese products, China announ...

Adviser-Hub 5th Oct 2018

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

Tit-for-tat trade war continues

September 2018 As the trade war between the US and China rumbled on, the US imposed tariffs of 10% on US$200 billion-worth of Chinese products, rising to 25% on 1 January next year, and China retal...

Adviser-Hub 4th Oct 2018

Cards-Cities-America-02 Partner Zone

Valuation and its role in investing

24 September 2018 Simon Laing, Head of US Equities, Invesco It’s hard to have a conversation on the US markets these days without being drawn to a debate on value versus growth. The...

Invesco 3rd Oct 2018

Market Briefings

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

Market Briefings

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

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

Adviser-Hub 27th Sep 2018

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

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

The US/China trade war accelerated again this week.

Adviser-Hub 20th Sep 2018

Article-Charts-AO-06_1 Market Briefings

The Week: What does good diversification look like?

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

Adviser-Hub 6th Sep 2018

Article-Cities-America-AO-01_1 Market Briefings

S&P 500 achieves its longest-ever bull run

August 2018 The S&P 500 Index achieved its longest bull market in history, superseding the previous record of 3,452 days that was set during the technology boom of the early noughties. The US r...

Adviser-Hub 5th Sep 2018

Article-Emerging-AO-01_1.jpg Market Briefings

A tough month for emerging markets

August 2018 Emerging markets generally fell during August, undermined by an increasingly hawkish US central bank, a strengthening US dollar and unease over escalating trade tensions. The Turkish li...

Adviser-Hub 5th Sep 2018

Article-Cities-America-AO-01_1 Market Briefings

US yield curve flattens

August 2018 As the US yield curve has continued to flatten, some officials at the Federal Reserve (Fed) are monitoring its trajectory for evidence of economic downturn. In the past, narrowing sprea...

Adviser-Hub 5th Sep 2018

Article-Chart-01-2019 Market Briefings

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-DonaldTrump-AO-01_1 (1) Market Briefings

Is the US hot or not?

The Federal Reserve isn’t worried about the US overheating, but should investors be concerned?

Adviser-Hub 30th Aug 2018

Article-Chart-01-2019 Market Briefings

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-05 Market Briefings

Do Stock Market Corrections Lead Recessions?

Investors will be aware that the current 10-year bull-run within the stock market is one of the longest in history. This period of positive performance has coincided with growth in western economies t...

Adviser-Hub 21st Aug 2018

Article-Charts-AO-03_1 Market Briefings

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-Emerging-AO-01_1.jpg Market Briefings

Emerging markets review: No winners in a global trade war

July 2018 During July, President Donald Trump imposed US$34 billion in tariffs on Chinese goods, prompting China to respond with US$34 billion of levies on US imports. The US announced plans to imp...

Adviser-Hub 14th Aug 2018

Article-Europe-AO-01_1 Market Briefings

Europe market review: Junker and Trump discuss trade

As the US imposed controversial tariffs on Chinese imports – and China responded in kind – President Donald Trump met with European Commission President Jean-Claude Juncker. The two parties agreed to...

Adviser-Hub 9th Aug 2018

Article-Europe-01-2019 Market Briefings

Global update: Deal or no deal?

Investors became increasingly preoccupied by the possibility of a “no-deal” Brexit during July as the UK’s Parliament broke up for the summer recess.

Adviser-Hub 9th Aug 2018

Article-DonaldTrump-AO-01_1 Market Briefings

US GDP: keep dancing while the music is playing?

Is US GDP running at over 4% encouraging or scary? On the one hand it seems that the engine of the world economy is in rude health; but it may also accelerate the pace of interest rate rises and haste...

Adviser-Hub 2nd Aug 2018

Market Briefings

Global bond market review: Rising demand for “safe havens”

June 2018 Demand for investments perceived to be “safe havens” – such as US Treasury Bonds, the Japanese yen and the Swiss franc – was boosted during the month by concerns o...

Adviser-Hub 16th Jul 2018

Market Briefings

US market review: “Losers on both sides”?

June 2018 Trade dominated newsflow and sentiment in the US during June. Investors endured a lacklustre month as financial markets reacted to the latest moves from the US Government and its key trad...

Adviser-Hub 16th Jul 2018

Article-China-AO-01_1.jpg Market Briefings

Emerging markerts review: Sino-US relations continue to sour

June 2018 June proved to be a challenging month for emerging market investors as trade tensions between the US and China continued to escalate. Following US President Donald Trump’s decision...

Adviser-Hub 13th Jul 2018

Article-America-02-2019-1 Market Briefings

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

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

Adviser-Hub 12th Jul 2018

Article-Chart-04 Market Briefings

Why Do Factor Returns Exist?

The reasons for the existence of factor premiums is hotly debated. Those in the mispricing camp believe that factor premiums exist because investors misprice stocks, while those in the risk-based camp...

Adviser-Hub 11th Jul 2018

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

Trade tensions intensify

Financial markets in June were soured by the rapidly deteriorating trade relationship between the US and China. The IMF warned that the US’s aggressive trade strategy risked harming the global economy...

Adviser-Hub 2nd Jul 2018

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

The Week: Talking bulls

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

Adviser-Hub 28th Jun 2018

Invesco22Jun18 VIDEO

Invesco | What impact have recent macro events had on global equity markets?

We have witnessed a fractious G7 meeting, rising trade tensions between the US and China, coupled with the rise of a populist government in Italy and cracks in emerging markets. In this video, Nick Mu...

Invesco 22nd Jun 2018

Market Briefings

FOMC raises rates at their June meeting

US Federal Reserve (Fed) policymakers raised interest rates for the second time this year, increasing the key federal funds rate by 0.25 percentage points to a range of 1.75% to 2%. The decision was w...

Adviser-Hub 18th Jun 2018

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

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

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

Adviser-Hub 14th Jun 2018

Article-Emerging-AO-01_1.jpg Market Briefings

Emerging markets review: Argentina raises rates to 40%

May 2018 Sentiment towards emerging markets was undermined during May by speculation that US monetary policy is likely to tighten more aggressively than previously anticipated, and by escalating co...

Adviser-Hub 11th Jun 2018

Article-Europe-AO-01_1-1 Market Briefings

Europe market review: EU hit by US levies

May 2018 Trade tensions and political instability unsettled European investors during May. Markets were dealt a blow by the news that US President Donald Trump had decided, after all, to impose tar...

Adviser-Hub 11th Jun 2018

Article-Buildings-ItalyBank-AO-01 Market Briefings

Global bond market review|: Political turmoil in Italy

May 2018 Having breached 3% for the first time since 2011 in April, the ten-year US Treasury Bond yield rose above 3.10% in May. As the month progressed, however, Treasury bond yields subsided, dam...

Adviser-Hub 11th Jun 2018

M&GRituV11June18 VIDEO

M&G Investments | Equities Market Perspective

In this month’s update Ritu Vohora, M&G Investment Director, explores the impact of rising US yields and a resurgent dollar on emerging markets. Is this a déjà vu of 2013’s ‘Taper Tantrum’?

M&G Investments 11th Jun 2018

Market Briefings

US market review: Escalating trade tensions

May 2018 The prospect of global trade wars moved closer during May. The US announced that it would start imposing tariffs on steel and aluminium imports from the EU, Canada and Mexico, and also on...

Adviser-Hub 8th Jun 2018

Article-America-01 Market Briefings

The Week: Is the recent emerging market decline terminal?

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

Adviser-Hub 7th Jun 2018

Article-Animals-Bear-01-2019 Market Briefings

Global update: Trade wars on the horizon

May 2018 Corporate news took a back seat during May as political developments directed investor sentiment. The possibility of an international trade war moved closer during the month as the US pres...

Adviser-Hub 4th Jun 2018

Article-Cities-America-AO-01_1 Market Briefings

US market review: Strong beginning to the Q1 earnings season

April 2018 Strong first-quarter earnings reports provided a boost for investors who have been distracted by ongoing political developments and concerns over possible trade wars. Of the companies th...

Adviser-Hub 22nd May 2018

Article-Charts-AO-05_1-2 Market Briefings

Global bond market review: 10-year Treasury bond yields breach 3%

April 2018 The ten-year US Treasury Bond yield rose above 3% for the first time since 2011 during April, stoked by mounting concerns over the outlook for inflation. The price of oil continued to cl...

Adviser-Hub 22nd May 2018

Article-Charts-AO-01_1-2-1 Market Briefings

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 Briefings

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-China-AO-01_1.jpg-2 Market Briefings

Emerging markets review: Looming trade war knocks sentiment

China’s relationship with the US deteriorated during March following President Donald Trump’s decision to impose a series of new tariffs intended to safeguard US interests.

Adviser-Hub 17th Apr 2018

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

Are markets right to be spooked?

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

Adviser-Hub 12th Apr 2018

Market Briefings

Global update: Rising US protectionism knocks sentiment

Investor sentiment during March was marred by mounting levels of US protectionism.

Adviser-Hub 6th Apr 2018

Article-Cities-America-AO-01_1-1 Market Briefings

US market review: Trump threatens trade war

March was a controversial month for the US as President Donald Trump implemented a range of measures designed to protect America’s interests

Adviser-Hub 5th Apr 2018

Article-America-01 Market Briefings

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

Who wins in a trade war? Donald Trump believes that trade wars are ‘easy to win’, but what does winning look like?

Adviser-Hub 5th Apr 2018

Article-Cities-America-AO-01_1-1 Market Briefings

FOMC raises rates

US interest rates rose and economic forecasts were upgraded at the March meeting of the Federal Open Market Committee (FOMC). In a move that was widely anticipated by investors, policymakers voted una...

Adviser-Hub 22nd Mar 2018

Article-Puzzle-AO-01_1 Market Briefings

The Week: Time to relax?

Markets appear on a surer footing following the volatility at the start of the year, but can it last?

Adviser-Hub 15th Mar 2018

Article-Charts-AO-03_1-2 Market Briefings

Global bond market review: US bond yields continue to rise

Global bond investors experienced an eventful February as investors faced up to the possibility that interest rates in the US might rise sooner than anticipated.

Adviser-Hub 14th Mar 2018

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

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 Briefings

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-America-01 Market Briefings

The Week: Should investors be worried about an M&A bubble?

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

Adviser-Hub 27th Feb 2018

Article-Technology-03-2019 Market Briefings

The Week: The big data revolution in active management

This week, the Financial Times reported that BlackRock was setting up a new lab in Silicon Valley, specialising in artificial intelligence.

Adviser-Hub 22nd Feb 2018

Article-Chart-03-PZ 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-Charts-AO-01_1-2-1 Market Briefings

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-Cities-America-AO-01_1-1 Market Briefings

US market review: Government shutdown hampers US sentiment

A three-day shutdown of the US federal government dampened investor sentiment as politicians reached deadlock over immigration policy. 

Adviser-Hub 14th Feb 2018

Article-Chart-01-2019 Market Briefings

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-Charts-AO-04_1-2 Market Briefings

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-Charts-AO-03_1-2 Market Briefings

….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

Article-Puzzle-AO-01_1 Market Briefings

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-Children-AO-01_1.jpg-1 Market Briefings

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

Market Briefings

The Week: Why do US equities keep rising?

It’s tough to find an asset allocator with an overweight position in US assets. Most agree that the stock market is expensive.

Adviser-Hub 18th Jan 2018

Article-Cities-America-AO-01_1-1 Market Briefings

A record-breaking year for US equities

December 2017 US equity indices reached new highs during December as President Donald Trump’s controversial tax reforms were approved by US lawmakers and signed into law. Meanwhile, as expect...

Adviser-Hub 10th Jan 2018

Article-Cities-America-AO-01_1-1 Market Briefings

US rates rise for a third time in 2017

December 2017 The US Federal Reserve (Fed) raised its key interest rate by 0.25 percentage points at its December meeting. The Federal Open Market Committee (FOMC) has implemented a total three rat...

Adviser-Hub 22nd Dec 2017

Article-Chart-05-1 Market Briefings

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 Briefings

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-DowningStreet-01_1 Market Briefings

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...

Adviser-Hub 7th Nov 2017

us-healthcare-checkup-screenshot VIDEO

M&G Investments | BVTV: Time for a US healthcare check-up

Heated debates about proposals to repeal and replace Obamacare and generic pharmaceuticals feeling the pain of pressures on drug prices. There are many reasons to take a closer look at the US healthca...

M&G Investments 29th Aug 2017

Article-Chart-06-2019 Market Briefings

The Week: Valuations - might it be different this time?

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

Adviser-Hub 17th Aug 2017

Article-Charts-AO-03_1-3 Market Briefings

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-Chart-04 Partner Zone

Key Indicators of a New Recession

It is widely believed that a low rate of unemployment and high rate of inflation are key signs of a healthy economy. While this may be the case, these characteristics are also the ones that are most l...

Adviser-Hub 8th Aug 2017

Article-Global-AO-01_1.jpg Market Briefings

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

Schroders-KeithWade VIDEO

Schroders | 60 seconds on US growth and inflation in 2017

A strong US consumer means that US growth looks robust, but Keith Wade thinks rising inflation could pose a headwind towards the end of the year.

Schroders 14th Mar 2017

Schroders-60sec-TomWalker VIDEO

Schroders | 60 seconds on LA's appeal for real estate investing

Tom Walker explains why Los Angeles is one of the most attractive cities in the US for real estate investing.

Schroders 7th Mar 2017

Schroders-60Sec-AlexTedder VIDEO

Schroders | 60 seconds with Alex Tedder on global equity opportunities in 2017

Alex Tedder explains how Donald Trump's policies could affect global stockmarkets in 2017.

Schroders 27th Feb 2017

Schroders60secMarcus VIDEO

Schroders | 60 seconds with Marcus Brookes on Clinton versus Trump

In the US election there are two very different characters who will bring very different policies to the White House.

Schroders 24th Oct 2016

Schroders-AlexTedder VIDEO

Schroders | 60 seconds on US equity opportunities

There is a lot of uncertainty globally in equity markets currently and the US is no exception, and of course the forthcoming election is not helping matters. Nevertheless we are somewhat constructive...

Schroders 27th May 2016

Schrosers60AndrewCharlton VIDEO

Schroders | 60 seconds with Andy Chorlton on the outlook for US bonds

The outlook for 2016 in US fixed income – well, it’s certainly going to be an interesting year. When we look at the Fed and the market’s expectations for what the Fed might do in 2016, it looks a litt...

Schroders 1st Feb 2016

Schrosers60SecRajeev2 VIDEO

Schroders | 60 seconds with Rajeev De Mello on the Fed and emerging markets

The Fed’s lift-off and increases in interest rates is something which investors have been very worried about over the last couple of years. When you look back over the last 30 years, every time the Fe...

Schroders 1st Feb 2016

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