A framework for navigating uncertainty
Analysis shows that bonds already price in most of the downside risk and are expected to deliver favourable outcomes across a number of scenarios.
Capital Group 8th Feb 2023
China: What could drive its markets in 2023
As nearly three years of lockdowns come to an end in China, will 2023 be a turning point for equity investors?
EMs with stronger fundamentals should see inflows
Global ownership of EM bonds stands at its lowest point in close to a decade – but EMs with stronger fundamentals should see inflows.
Your financial planning framework
Fidelity Adviser Solutions’ checklists are designed to highlight financial planning considerations for Pensions, ISAs and Investment Accounts when approaching the end of the tax year.
Fidelity Adviser Solutions 6th Feb 2023
MercardoLibre: bridging the digital divide
Investment specialist Claire Shaw from the Scottish Mortgage team, discovers how MercadoLibre combines innovation and iteration to democratise commerce and access to financial se...
Baillie Gifford 6th Feb 2023
Interest rate update: The direction of travel
As expected, central banks in the US, UK and eurozone all continued down a tightening path in early February, with rates hitting their highest level since the Global Financial Crisis.
Adviser-Hub 6th Feb 2023
UK market review: A bleak start to 2023
The UK economy is expected to perform worse than other advanced economies in 2023, according to the IMF, which cited the negative impact of high energy prices, lower productivity, high inflation an...
Global market updates: Has inflation peaked?
Global equity markets generally rose during January as investors drew encouragement from signs that inflationary pressures might be peaking and hopes that the US economy might manage to escape rece...
Market briefings looking back at January
A selection of articles, written by our expert investment writers that cover the markets looking back through January.
Five burning questions on the Baillie Gifford Managed Fund
Managed Fund specialist, Philip Scott, asks the fund’s bond team about their outlook on the asset class.
Baillie Gifford 3rd Feb 2023
Keystone Positive Change: manager
Manager insights - investing in quality companies driving change, from carbon capture to health care, brings growth opportunities.
Baillie Gifford 2nd Feb 2023
Cementing a greener future in China
Cement is one of the dirtiest industries for greenhouse gas emissions. Fidelity’s analysts have been engaging with a top Chinese cement producer to help them realise a greener path.
Fidelity International 2nd Feb 2023
The Week: Pivot anyone?
Financial markets are eagerly awaiting a pivot once again. Will they be thwarted? Or could the Federal Reserve come good?
Adviser-Hub 1st Feb 2023
Webinar replay: Planning considerations at tax year end
Catch up on Fidelity Adviser Solutions recent webinar where Paul Richards and Paul Squirrell discussed the use of all the various allowances and any limits and calculations required.
Fidelity Adviser Solutions 31st Jan 2023
Watch the yen in 2023
Ninety One portfolio managers Iain Cunningham and Alex Holroyd-Jones discuss the likelihood of a developed market recession and an end to ultra-loose Japanese monetary policy in 2023.
Ninety One 26th Jan 2023
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