UK equities: value opportunity or value trap?
Could falling inflation and a global soft landing over the coming months trigger a recovery in UK equities?
Capital Group 23rd Aug 2023
ETFs at Fidelity: Under the hood
We believe that the right product is always the most efficient product for achieving a client's goals. With this in mind, we have moved to establish a differentiated range of ETFs that can act...
Fidelity International 22nd Aug 2023
Sustainable Income: built to last
High interest rates may throw the point of income investing into question. Baillie Gifford’s Lucie Majstrova explains how the Sustainable Income Strategy goes about generating inflation-busti...
Baillie Gifford 22nd Aug 2023
Unlocking the secrets of sustainable growth
Baillie Gifford’s Toby Ross explains the four attributes the Sustainable Growth Team looks for in sustainable companies.
FOMO is driving markets again
Investor sentiment has been far from stable so far in 2023 as bearish positioning at the start of the year has given way to a much more optimistic view over recent weeks. Fidelity Multi Asset Open...
Strat snippets: The recession procession
While market sentiment has recently been boosted by expectations of a soft landing, history suggests this may be unlikely given the prolonged monetary tightening. Given the uncertainty, Fidelity St...
Market view: Why income continues to shine
The return of higher interest rates has created an environment in which income stocks shine, says Newton global income portfolio manager Jon Bell.
BNY Mellon Investment Management 18th Aug 2023
Four lessons from 50 years of bond investing
Four of Capital Group’s most tenured fixed income portfolio managers — two retired and two current —provide insights and lessons learned over their long careers.
Capital Group 18th Aug 2023
Global updates: ECB raise rates again
The annualised rate of US consumer price inflation subsided from 4% in May to 3% in June, fuelling hopes that the Fed might be approaching the end of its tightening cycle.
Adviser-Hub 18th Aug 2023
UK market review: UK profit warnings on the rise
In his annual Mansion House speech, Bank of England (BoE) Governor Andrew Bailey reiterated the importance of reducing inflation, saying: “It is crucial that we see the job through”. Adviser-Hub 18th Aug 2023
In his annual Mansion House speech, Bank of England (BoE) Governor Andrew Bailey reiterated the importance of reducing inflation, saying: “It is crucial that we see the job through”.
Market briefings looking back at July
A selection of articles, written by our expert investment writers that cover the markets looking back through July.
Exploring sustainable investments in Turkey’s turbulent market
Turkey offers great sustainable investing potential. In this article, Baillie Gifford’s John Berry discusses the opportunities in competitive businesses here.
Baillie Gifford 17th Aug 2023
Hot property? The real deal in the property sector
Can bond investors make themselves at home in the property sector? Baillie Gifford’s Rob Baltzer explores this question and uncovers a hidden gem in the industrial and logistics real estate p...
The Week: What’s going on in China?
After another dismal set of economic data, there are increasingly pressing concerns about the Chinese economy. Is sentiment now too pessimistic?
Adviser-Hub 17th Aug 2023
US economy hit by rolling recession
What happened to the widely predicted recession that was supposed to wreak havoc on the US economy this year? It happened, says Capital Group – just not all at once.
Capital Group 17th Aug 2023
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