The Week: Why income could be an investor’s friend in volatile markets
As US markets wobble, income may be a more predictable source of returns for investors.
Adviser-Hub 6th Mar 2025
Should investors be nervous about the stock market?
Does the sudden flare-up in volatility signal it’s time for investors to be more cautious? Or can the powerful market rally continue? For Capital Group CIO Martin Romo, the short answer is ye...
Capital Group 18th Feb 2025
Bonds of contention: unravelling volatility in UK gilts
Gilts have been in the spotlight as part of the recent global bond selloff, with many market narratives surrounding the latest turmoil. Here, fixed income portfolio manager Shamil Gohil outlines th...
Fidelity International 30th Jan 2025
Finding opportunities in China amid volatility
Fidelity China Special Situations PLC portfolio manager Dale Nicholls shares his outlook for 2025 and provides an insight into how he is looking to position the portfolio against an evolving macro...
Fidelity International 17th Jan 2025
Fed goes big but volatility ahead
Labour market fragility pushed the Fed into more aggressive action, but what it does next hangs in the balance. Fidelity’s Salman Ahmed explores the reasons behind the cut and its implication...
Fidelity International 7th Oct 2024
Looking through recent market volatility
As we move into the second half of the year, the latest data indicates a slowing pace of economic growth and a broad-based easing of price pressures. Henk-Jan Rikkerink, Global Head of Solutions &a...
Fidelity International 17th Sep 2024
Slowdown is here, time to de-risk
Recent spikes in market volatility, slowing macro signals and stretched valuations are among the many signs that are pointing to a global slowdown. In this environment, portfolio managers Kris Atki...
Fidelity International 14th Aug 2024
Volatility is creating opportunities
A downturn in market sentiment is creating new opportunities to get exposure to parts of the economy expected to grow fast as the energy transition progresses.
Ninety One 11th Dec 2023
Four golden rules to help you handle market volatility
When uncertainty strikes, financial markets often respond with a period of volatility – and it’s not always easy to remain unflustered when asset prices are swinging back and forth. At...
Adviser-Hub 6th Dec 2023
Baillie Gifford | Baillie Gifford Multi Asset Quarterly Update
In this webinar recording, investment manager Scott Lothian explains how Multi Asset is riding out the ups and downs of market volatility.
Baillie Gifford 18th May 2023
Responding to volatility in Asian markets
In spite of a stronger economic outlook, Asian equities have tracked the ups and downs of global financial markets for the year to date.
Adviser-Hub 5th Oct 2022
Asian stockmarkets: looking ahead
Asian stock markets have not escaped the volatility seen in financial markets since the start of the year. Many of the patterns have been the same: a preference for value over growth, a focus on highe...
Adviser-Hub 26th Sep 2022
Five legitimate questions about diversification
A lot has been claimed for diversification: in particular, Nobel Prize winner Harry Markowitz’s badged it ‘the only free lunch in finance’, implying that it was, essentially, money for nothing.
Adviser-Hub 3rd Nov 2020
Volatile markets? Five reasons to take heart
It can be difficult to remember in the heat of a market sell-off, but even amid the grimmest times – war, plague, financial crisis – markets recover.
Adviser-Hub 24th Jun 2020
The Week: Oil price shock: the implications
The pandemic has already disrupted equity and bond markets, but now its influence is spreading to commodities markets and notably to the price of oil. What are the implications of rock bottom oil pric...
Adviser-Hub 23rd Apr 2020
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
Investec | Defensive Returns - Drawdowns
As markets brace for continued volatility in 2019, a more defensive stance appears warranted. John Stopford and Jason Borbora discuss their approach to delivering defensive returns on the Investec Div...
Ninety One 10th Jan 2019
Fidelity International | Navigating the shifting sands in 2019
Eugene Philalithis is not forecasting a recession in 2019, but he is positioning for a more volatile year ahead. Hear where he believes it will be necessary to reduce risk and where pockets of value m...
Fidelity International 18th Dec 2018
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