Three reasons why odds of US recession are high
A hoped-for soft economic landing seems unlikely as the Federal Reserve seeks to restore price stability, says Schroders.
Schroders 6th May 2022
Small but powerful: why disruption isn’t just for tech giants
As the Baillie Gifford International Smaller Companies Fund marks its third anniversary, its managers explain how the Fund’s ‘radar research framework’ picks up the signals of small caps that can deli...
Baillie Gifford 6th May 2022
Market View: The outlook for value investing
Value stocks and sectors have rallied sharply over recent times, driven by shifting expectations for inflation and monetary policy. Fidelity’s value-focused portfolio managers discuss what lies ahead...
Fidelity International 6th May 2022
US interest rate update: Fed continues to tighten
Having raised the federal funds rate by 0.25 percentage points in March – its first rate increase for two years – the US Federal Reserve intensified its tightening action at its April meeting, raising...
Adviser-Hub 5th May 2022
Podcast: which assets perform best (and worst) during stagflation?
As inflation and slowing growth grips the global economy, listen to Sean Markowicz reveal which asset classes are likely to outperform if stagflation comes to pass.
Schroders 5th May 2022
Time to get our houses in order for the energy transition
The global construction industry accounts for almost 40% of total energy-related greenhouse gas emissions. That presents big opportunities for companies providing products and services that make the b...
Ninety One 5th May 2022
Global update: Inflation triggers concerns over growth
Investor sentiment was undermined during April by concerns over inflation, fears relating to the war in Ukraine, and worries about the wider economic impact of Covid outbreaks in China.
UK market review: “Clear and present danger”
As prices continued their relentless rise, the IMF warned: “inflation has become a clear and present danger for many countries”. Consumer price inflation in the UK accelerated from 6.2% year on year i...
UK interest rate update: Bank of England triggers stagflation fears
The Bank of England raised its key base rate from 0.75% to 1% at its May meeting, returning it to a level last seen in 2009. This was the fourth rise imposed by the central bank, following increases i...
Market briefings looking back at April
A selection of articles, written by our expert investment writers that cover the markets looking back through April.
Energy shock: looking at both sides of the coin
The energy shock facing consumers requires environmental solutions on both the demand and the supply side of the energy equation. While this is set to boost usage of existing energy-efficient technolo...
Jupiter Asset Management 5th May 2022
33 reasons not to invest in the stock market
Over four decades there have been plenty of stock market shocks to dissuade people from investing. Our data shows what happened after each event.
CIO Lens Q2 2022: time to do the opposite of the last decade?
Get up-to-date with the latest views of Johanna Kyrklund, CIO, and other investors around Schroders, as well as our asset allocation views and where our economists see the greatest risks
Podcast: the future of crypto and digital assets
Meltem Demirors, Chief Strategy Officer of CoinShares, joins the pod to discuss the state of the crypto currency market and what the future holds for investing in digital assets.
Green bonds – in search of dispersion
Jupiter’s Rhys Petheram examines dispersion in the green bond market, the investment opportunities this presents, and how it compares to the broader market.
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