UK market review: Inflationary pressures persist
Having grown by 0.4% in January, the UK economy stagnated in February as widespread strike action offset growth in the construction sector. The IMF upgraded its forecast for UK economic growth this...
Adviser-Hub 11th May 2023
Market briefings looking back at April
A selection of articles, written by our expert investment writers that cover the markets looking back through April.
The sustainability revolution
Kate Fox, joint manager of the Baillie Gifford Positive Change Fund, discusses the Deep Transitions research project and its implications for investing in a more sustainable future.
Baillie Gifford 10th May 2023
Nature's balance sheet: biodiversity opportunities and risks
Ninety One Portfolio Manager Stephanie Niven and analyst Sam Anthony discuss the importance of biodiversity and how they think about it from an investment perspective.
Ninety One 10th May 2023
Investing in climate change solutions
Climate change innovators: Baillie Gifford’s Lee Qian, Investment Manager, discusses how Positive Change targets companies at the forefront of tackling carbon emissions.
Why consider ESG factors for dividend investing?
Aditya Shivram, Portfolio Manager of the Fidelity Sustainable Global Equity Income Fund, shares why he believes a focus on sustainability complements a dividend-based approach to equity investing.<...
Fidelity International 10th May 2023
Four key developments for sustainable investors
Aditya Shivram, Portfolio Manager of the Fidelity Sustainable Global Equity Income Fund, looks at four key developments he has witnessed in markets over the last 12 tumultuous months.
US interest rate update: Is it different this time?
US interest rates reached their highest level since 2007 in May as the Federal Reserve raised its key federal funds rate by 25 basis points to a range of 5% to 5.25%.
Adviser-Hub 5th May 2023
Why the next economic recovery may be stronger than expected
Three questions have weighed on investors’ minds for months: will there be a recession? How bad will it be? And what comes next?
Capital Group 4th May 2023
Debt ceiling showdown: should investors worry?
Capital Group assesses the issue, which could come to a head this summer as the US Treasury starts running out of money to pay its bills.
Global Corporates
Increased dispersion in credit spreads brings opportunities for active managers, says Capital Group.
Macro insights: Recession risk heightened as hints of economic slowing emerge
Tightening monetary conditions are starting to bite and investors are beginning to price in a more challenging growth environment.
Baillie Gifford Managed Fund asset allocation: five burning questions
Asset allocation is never predetermined. Baillie Gifford’s Managed Fund takes a view on it against its strategic starting point each quarter. Capital at risk.
Baillie Gifford 4th May 2023
Ninety One | Public & private collaboration critical to solving for SDGs
Ninety One’s Annika Brouwer reflects on progress made in public finance reform and the imperatives for policies and projects to incorporate a return objective.
Ninety One 4th May 2023
abrdn | Value nature
abrdn’s Eva Cairns and Professor Martin Stuchtey discuss how to put a value on land, a scarce and undervalued resource, and develop nature as an asset class to invest in our Earth.
Aberdeen Investments 4th May 2023
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