Adviser-Hub articles

Analysis & Opinion

2023: will inflation and interest rates change direction?

The path of inflation and interest rates has preoccupied investors in 2022. Fixed income markets have been forced to make a significant adjustment to a different economic outlook. The shift has bee...

Adviser-Hub 12th Jan 2023

Partner Zone

U.S. markets outlook for 2023

Capital Group economist Jared Franz expects the U.S. economy to contract by about 2% in 2023. That would be worse than the tech and telecom bubble of the early 2000s, but not nearly as bad as the 2...

Capital Group 9th Jan 2023

Analysis & Opinion

What does climate adaptation mean for EM investment?

BNY Mellon Investment Management global head of responsible strategy Kristina Church looks at efforts to boost emerging market resilience.

BNY Mellon Investment Management 6th Jan 2023

Analysis & Opinion

Notes from the road

Ninety One’s Michail Diamantopoulos reports on various shifts taking place in Gulf Cooperation Council countries and their relevance for EM debt investo...

Ninety One 6th Jan 2023

Market Updates

Global updates: Markets end 2022 on a negative note

Global equity markets ended 2022 in negative territory as investors took stock of a torrid year and looked ahead to the prospect of slowing global growth and persistent inflationary pressures.

Adviser-Hub 5th Jan 2023

Market Updates

UK market review: Lacklustre 2022 draws to a close

December saw the Bank of England announce its ninth consecutive increase in interest rates.

Adviser-Hub 5th Jan 2023

Market Updates

Market briefings looking back at December

A selection of articles, written by our expert investment writers that cover the markets looking back through December.

Adviser-Hub 5th Jan 2023

Analysis & Opinion

Can unemployment stay this low?

Across the world, unemployment is nearing record lows. Yet labour disputes abound, and wage growth is under pressure. BNY Mellon’s unemployment infographic tells the story of the world’...

BNY Mellon Investment Management 5th Jan 2023

fil_recessiona Analysis & Opinion

Market view: Which sectors in Europe can still grow through a recession?

Marcel Stötzel, co-portfolio manager of the Fidelity European Fund and Fidelity European Trust, outlines the stocks and sectors that he believes are well-placed to grow earnings despite elevat...

Fidelity International 5th Jan 2023

ninetyone_valuea Analysis & Opinion

Value insights: popular delusions

Long-ago events can teach investors useful lessons about human behaviour, particularly people’s tendency to overreact to both good and bad news. Ninety One’s Value team tell us more.

Ninety One 5th Jan 2023

Partner Zone

Baillie Gifford Managed Fund: Forging a path to progress

Like intrepid explorers, to find the best long-term growth opportunities Managed Fund investors must look for companies reaching uncharted territory and disrupting norms, writes client service dire...

Baillie Gifford 5th Jan 2023

Analysis & Opinion

The Week: Swing factors in the year ahead

The fallout from the Ukraine crisis and a hike in interest rates were the key factors in market direction in 2022. In the year ahead, active managers will be hoping for less macro and more micro.

Adviser-Hub 4th Jan 2023

hubinfation1 VIDEO

What’s next for inflation and interest rates?

The path of inflation and interest rates has preoccupied investors in 2022. With inflationary pressures apparently easing, will central banks hold their course on rate...

Adviser-Hub 20th Dec 2022

Partner Zone

Scottish Mortgage Investment Trust: Manager Update

Tom Slater and Lawrence Burns discuss three topics on shareholders’ minds – portfolio performance, China, and the future outlook. Capital at risk.

Baillie Gifford 15th Dec 2022

hubthemes_outlook2023 VIDEO

Hub Themes | Outlook 2023

2022 has been a year that’s generated more questions than answers. Inflation has surged, monetary policy has tightened, and economic growth is faltering against a backdrop of geopolitical unc...

Adviser-Hub 15th Dec 2022

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