The Week: Do rising loan defaults spell bad news for the high yield market?
Default rates are moving higher in the US loan market, as companies feel the pain of rising borrowing costs. Could the pain spread to the high yield market?
Adviser-Hub 15th Jun 2023
Ninety One | UK savings platforms: a diamond in the rough
Portfolio managers Ben Needham and Anna Farmbrough explain why savings platforms are a pocket of the equity market with significant growth potential, making it an area of focus for quality investor...
Ninety One 15th Jun 2023
Ninety One | China’s self-sufficiency opportunity
In the second edition of our Quality podcast, the team looks at investment in China, and why - irrespective of ongoing tensions with the US - there are rising opportunities for quality businesses w...
Ninety One | Semiconductors: an industry shaping the modern world
A Quality deep dive into the semiconductor industry.
Ninety One | From the Multi-Asset Income desk: reaching the debt ceiling
Ellie Clapton and Jason Borbora-Sheen discuss two key topics on the multi-asset income team’s desk at present. The fallout from US regional banks and the impending US debt ceiling are at the...
Ninety One | From the multi-asset income desk: Fed in focus
Ellie Clapton and Jason Borbora-Sheen discuss the recent move by the Fed to increase their balance sheet and why that doesn’t change their view on risk assets over the long term.
Ninety One Big Picture
To listen to our podcasts, subscribe on Spotify, Apple Podcast, Google Podcasts or simply search for ‘Ninety One Big Picture’ on your podcast app of choice.
Ninety One 14th Jun 2023
Premier Miton Diversified Funds
Premier Miton’s Diversified fund range offers six actively managed, directly invested multi asset funds with growth or income objectives and different risk profiles. Managed by a team of spec...
Adviser-Hub 14th Jun 2023
Contentions about growth investing in the USA
Baillie Gifford American Fund manager Gary Robinson explains why the conditions are right for innovative US companies to grow.
Baillie Gifford 9th Jun 2023
Baillie Gifford | Contentions about growth investing in the USA
Are investors picking up enough pennies in front of the inflation steamroller?
Emerging from last year battered and bruised by bonds as inflation ripped through the global economy, many investors are understandably asking whether they should continue to own them.
Adviser-Hub 9th Jun 2023
The Week: The UK: no hope of a revival?
The UK has been undervalued so long, with no apparent hope of a turnaround. Is there any hope ahead?
Adviser-Hub 8th Jun 2023
Global updates: Getting close?
May was dominated by concerns over the US debt ceiling.
Adviser-Hub 7th Jun 2023
UK market review: Inflation eases … but not by enough
The Bank of England BoE) raised its key base rate by 25 basis points to 4.5% during May, implementing its twelfth consecutive rate increase.
Market briefings looking back at May
A selection of articles, written by our expert investment writers that cover the markets looking back through May.
Categories
Archives
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Authors
Tags
UPCOMING EVENTS
Tue, 6th, Jan Harrogate
Wed, 7th, Jan Manchester
Thu, 8th, Jan Glasgow
Tue, 13th, Jan Exeter
Wed, 14th, Jan Bristol
Thu, 15th, Jan Birmingham
Tue, 20th, Jan Newmarket
Wed, 21st, Jan London
Thu, 22nd, Jan Online Event
Thu, 22nd, Jan Southampton
Sign up to our Hub News E-Newsletter
