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...
Adviser-Hub 5th May 2022
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...
The Week: US bond yields hit 3%: a new investment landscape?
The dramatic moves in government bond markets since the start of the year are changing the landscape for wider financial markets.
Adviser-Hub 4th May 2022
The beneficiary flexi-access drawdown conundrum
Beneficiary flexi-access drawdown (BFAD) allows individuals to pass on pension benefits in a manner where the beneficiaries have immediate access to the funds after death.
Fidelity Adviser Solutions 3rd May 2022
Is central bank tightening priced in
Is the full extent of Fed policy tightening now “in the price”. Ninety One’s Portfolio Manager Iain Cunningham doesn’t think so…
Ninety One 29th Apr 2022
The Week: Time to AIM higher
AIM stocks have hit hardest by weakening investor sentiment: the gap between their operational performance, relative and share price performance now looks hard to ignore.
Adviser-Hub 28th Apr 2022
Baillie Gifford | Up to speed with property
A growing digital economy means opportunities for those providing the real estate to support it, and a reliable income stream as Baillie Gifford’s Jon Stewart explains. Capital at risk and income not...
Baillie Gifford 25th Apr 2022
Up to speed with property
Baillie Gifford 22nd Apr 2022
10 trends to watch in global equities
Fidelity Global Special Situations portfolio manager Jeremy Podger identifies 10 trends that are set to influence returns over the next decade and discusses what this means for stock selection and por...
Fidelity International 22nd Apr 2022
The case for clean energy in EM
As developing countries continue their path to decarbonisation there is a growing need for companies in these regions to provide renewable solutions, says BNY Mellon Sustainable Global Emerging Market...
BNY Mellon Investment Management 22nd Apr 2022
Collecting thoughts
As he prepares to stand down as joint manager of Scottish Mortgage Investment Trust, James Anderson reflects on the great minds that influenced his thinking.
The Week: Technology: they think it’s all over?
The technology sector has had a dismal start to the year, but it remains embedded in major structural trends. Is this a good time to take another look?
Adviser-Hub 21st Apr 2022
Ninety One | What will drive markets in the year ahead?
2022 promises to be a very different kind of year for financial markets. In particular, rising rates and higher inflation will reshape the landscape. Does anything else have the power to surprise mark...
Ninety One 20th Apr 2022
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