Baillie Gifford | Scottish Mortgage Investment Trust: Museum of Progress
Today’s technologies and products are tomorrow’s museum pieces. Why invest in the status quo when you can invest in the future and help shape it? Manager Tom Slater and deputy manager Lawrence Burns e...
Baillie Gifford 3rd Nov 2022
Scottish Mortgage Investment Trust: Museum of Progress
US interest rate update: The Fed’s not done yet
The Federal Reserve implemented its sixth consecutive interest rate increase in November. Fed policymakers voted unanimously to increase the key federal funds rate by 75 basis points to a range of...
Adviser-Hub 3rd Nov 2022
The golden century: demographics, growth and inflation
Demographics of the next 75 years will be very different from the preceding 75. Wen Wen Lindroth from Fidelity’s Global Macro Team assesses how future demographic shifts could impact global growth and...
Fidelity International 3rd Nov 2022
Market view: Boosting exposure to bonds
BNY Mellon head of mixed assets investment Paul Flood explains why the team is increasing exposure to bonds in multi-asset portfolios but taking a careful approach to duration.
BNY Mellon Investment Management 3rd Nov 2022
UK interest rate: The least-worst option?
The Bank of England raised its key base rate by 75 basis points in November, representing its largest single rate increase over 30 years and taking base rate to 3%.
The Week: The big tech sell-off
It’s been a turbulent week in technology, with weak results prompting a significant sell off. Should it tempt contrarian investors?
Adviser-Hub 2nd Nov 2022
Helping your conversations around flexible retirement income
Fidelity Adviser Solutions’ client guide 'A flexible retirement income for whatever the future holds' gives a detailed look at drawdown from how it works to the advantages and drawbac...
Fidelity Adviser Solutions 31st Oct 2022
Baillie Gifford | Multi Asset Quarterly Update
Investment manager Scott Lothian reflects upon the recent drivers of performance across investment markets, how the current environment is influencing investment decisions, and the key risks and op...
Baillie Gifford 27th Oct 2022
Baillie Gifford | Seizing advantage in emerging market bonds
Extreme moves in emerging market bond prices are often coupled with high income for long-term investors. Such opportunities are rare, but our emphasis on sustainability could allow us to take advantag...
The Week: All eyes on the Federal Reserve
The possibility of a Fed pivot appears to be back in play. Is it plausible that the US central bank will pare back its rate rises?
Adviser-Hub 27th Oct 2022
Your guide to the new Consumer Duty
The final rules relating to the Consumer Duty mean advice firms have to implement major changes to how they operate and deal with clients on an ongoing basis. The implementation deadlines are extremel...
Fidelity Adviser Solutions 25th Oct 2022
Baillie Gifford | Japanese Equities Update
In this recent webinar, fund manager Matthew Brett and investment specialist Thomas Patchett, explore the environment and opportunities that are arising for growth investing within Japan. Capital a...
Baillie Gifford 25th Oct 2022
Baillie Gifford: Japanese Equities Update
In this recent webinar, fund manager Matthew Brett and investment specialist Thomas Patchett, explore the environment and opportunities that are arising for growth investing within Japan. Capital at r...
Managing volatility in Asian markets
In our latest Adviser-Hub panel discussion, Jason Pidcock, manager of the Jupiter Asian Income fund, and Sunny Romo, equities investment director at M&G Investments, discuss their positioning amid vol...
Adviser-Hub 24th Oct 2022
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