Taking stock of Japan's equity market
Nicholas Price, portfolio manager of Fidelity Japan Trust PLC, takes stock of what has been a very challenging period for investors. He discusses how the market environment is likely to evolve over th...
Fidelity International 20th Sep 2022
The Week: Fundsmith closure: a reflection on EM’s prospects?
Terry Smith surprised investors this week by announcing the wind-up of his emerging market investment trust. Should this be applauded?
Adviser-Hub 16th Sep 2022
Global updates: US faces “sustained period of below-trend growth”
US interest rates look likely to continue their rise as Federal Reserve Chair Jerome Powell confirmed that the central bank will continue to raise them as high as necessary for as long as needed in or...
UK market review: Sterling on the slide
Amid growing concerns over inflation and the outlook for the UK economy, the pound dropped to US$1.16 during August, while the yield on the benchmark UK gilt rose to its highest level since early 2014...
Market briefings looking back at August
A selection of articles, written by our expert investment writers that cover the markets looking back through August.
Perspectives: Is the current inflation structural or cyclical?
Premier Miton’s David Jane, co-manager of the Premier Miton macro thematic multi asset funds, discusses the nature of the current inflation and what this might mean for the future of investin...
Premier Miton Investors 13th Sep 2022
Tales from a summer barbecue
Premier Miton’s Neil Birrell considers just how bad the economic and financial market outlook actually is and what fund managers can do about it.
Perspectives: A year is a long time in the world of central banks
Premier Miton’s Anthony Rayner discusses what a more hawkish Federal Reserve means for markets, following the annual summit at Jackson Hole.
Perspectives: winter is coming
Premier Miton’s David Jane discusses how government intervention, with regard to the acceleration of the energy transition, is now being felt in Europe with winter fast approaching.
Numbers don’t lie
Mahgul Ansari, investment analyst on the Premier Miton UK equity income team, explains her belief in the role of forensic accounting analysis.
MyStory: We're not ready to make the energy shift
Watch Schroders’ latest MyStory video to find out where energy transition investor Alex Monk thinks we should be focusing our research, technology and investments.
Schroders 13th Sep 2022
Sustainable investing's coming of age
Sustainable investing has come in for a great deal of criticism since the turn of the year. Jamie Harvey, portfolio manager, Fidelity Sustainable Global Equity Fund, separates the myths from the facts...
Fidelity International 13th Sep 2022
The small islands with a lot of energy
Baillie Gifford’s Caroline Cook, Head of Climate Change, and Paulina McPadden, Investment Manager, explain how Orkney’s renewable energy projects can inform our investment choices.
Baillie Gifford 13th Sep 2022
Can Truss’s cuts alleviate the cost-of-living crisis?
Portfolio managers and economists from across BNY Mellon Investment Management group give their take on the economic implications of a Liz Truss leadership.
BNY Mellon Investment Management 8th Sep 2022
Why UN SDGs matter to investors
Jamie Harvey, portfolio manager of the Fidelity Sustainable Global Equity Fund, outlines how and why the UN’s Sustainable Development Goals (SDGs) provide a powerful framework from both a return and a...
Fidelity International 8th Sep 2022
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