Market View: ‘Hope and hype’ replacing fundamentals?
Walter Scott client investment manager George Dent argues that while the growth sell-off might appear indiscriminate, it pays to look beyond the noise for quality companies.
BNY Mellon Investment Management 7th Apr 2022
The Week: Government spending soars to $65 trillion
Global government spending has increased by a quarter over the pandemic. It’s a tough time to be in charge of the government’s purse strings.
Adviser-Hub 6th Apr 2022
Ukraine war raises social and ethical dilemmas
Russia’s war in Ukraine has raised complex sustainability and ethical issues for companies and investors alike. Jenn-Hui Tan, Fidelity’s Global Head of Stewardship and Sustainable Investing, examines...
Fidelity International 6th Apr 2022
Is the SFDR achieving its aims?
Is the SFDR achieving its aims? Kristina Church BNY Mellon Investment Management’s Head of Responsible Strategy, assesses the SFDR’s successes and challenges.
BNY Mellon Investment Management 6th Apr 2022
Market View: What Russia-Ukraine means for energy and commodity markets
What Russia-Ukraine means for energy and commodity markets: recent oil and gas pricing may have seemed chaotic. But, as Ninety One’s Tom Nelson explains, there is a logic to energy market moves, as we...
Ninety One 6th Apr 2022
Spring Statement 2022: crisis in the cost of living
Chancellor of the Exchequer Rishi Sunak’s 2022 Spring Statement acknowledged the rising cost of living but did little to address it in the short-to-medium term.
Adviser-Hub 4th Apr 2022
A better way to generate beta?
BNY Mellon explains how investors can reliably extract beta from less liquid fixed income markets where traditional active and passive strategies have struggled to match the index.
BNY Mellon Investment Management 1st Apr 2022
Recent oil and gas pricing may have seemed chaotic. But as Ninety One’s Tom Nelson explains, there is a logic to energy market moves, as well as useful precedents for investors to learn from.
Ninety One 1st Apr 2022
Inflation: why the ‘hard asset’ mantra needs a rethink
Inflation is set to continue its rise. Historically, tangible ‘hard’ assets have outperformed financial assets in similar environments – but it’s not as simple as that.
The Week: Gold: from damp squib to safe haven
Gold has protected investors during the crisis, but may struggle to make further progress from here.
Adviser-Hub 30th Mar 2022
Chart Room: The second-order impacts of the Ukraine war
As the appalling human cost of the war in Ukraine continues to grow, the knock-on economic effects are also being felt. With this in mind, we recently surveyed our team of analysts to gain an insight...
Fidelity International 29th Mar 2022
Strat snippets: All eyes on geopolitics
A combination of central bank policy tightening and the tragic events in Ukraine have driven broad-based weakness across rates and credit markets in the opening weeks of 2022. Fidelity Strategic Bond...
A time for cool heads as the world order shifts
Russia’s war in Ukraine has raised fears of profound fissures in the global economic and geopolitical balance, while casting scrutiny on China’s stance in the unfolding crisis. Once the dust settles a...
Fidelity Adviser Solutions 29th Mar 2022
The Week: Latin America: the world’s investing hotspot
Latin American funds have been top performers since the start of the year, buoyed by rising commodity prices and currency strength. But will difficult politics disrupt the region’s strength?
Adviser-Hub 24th Mar 2022
Handling the year ahead: how fund managers are adapting their portfolios
Financial markets in 2022 are likely to break with recent history. We ask two fund managers with flexible strategies how they are positioning for the year ahead.
Adviser-Hub 23rd Mar 2022
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