The Week: UK GDP: good news amid the gloom?
UK GDP data came in ahead of market expectations and staved off recession for another few months. Is it the sign of a turnaround?
Adviser-Hub 13th Jul 2022
Baillie Gifford | Baillie Gifford Positive Change Fund: Keeping Positive
Rosie Rankin, director at Baillie Gifford and Positive Change specialist, discusses the long term progress of the fund, the challenges of 2022 and the attractions of investing for impact. Capital at r...
Baillie Gifford 13th Jul 2022
EV charging ahead
First Sentier Investors’ Peter Meaney and Kate Turner assess the challenges and investment opportunities presented by rising demand for electric vehicles (EV).
FSSA Investment Managers 11th Jul 2022
Market View: CIO Q3 outlook
Against a backdrop of heightened volatility triggered by high inflation and hawkish banks, senior members of Fidelity’s investment team take stock of a challenging period for investors across asset cl...
Fidelity International 8th Jul 2022
Breaks in the supply chain
Supply chain robustness and the quality of a company are intertwined. BNY Mellon Long-term Global Equity investment manager Murdo MacLean explains why.
BNY Mellon Investment Management 8th Jul 2022
Global update: Risk of stagflation moves closer
Concerns about rising inflation and faltering economic growth pervaded financial markets during June and central banks around the world raised interest rates in a bid to curb inflationary pressures th...
Adviser-Hub 8th Jul 2022
UK market review: Downturn fears hit sentiment
As inflationary pressures continued to bite, the Bank of England announced its fifth consecutive increase to interest rates during June.
Market briefings looking back at June
A selection of articles, written by our expert investment writers that cover the markets looking back through June.
The Week: What does political turmoil mean for UK markets?
It’s been a turbulent few days in British politics. Could there be an impact on UK assets? Or is the turmoil priced in?
Adviser-Hub 7th Jul 2022
The development of impact investment
Impact investment is evolving as reporting improves. Investors can now see how their capital is influencing the world around them.
Are regulatory changes making a difference?
2021 was a landmark year for sustainable investment legislation. Three fund managers explain how it has changed corporate behaviour.
Scottish Mortgage Investment Trust - Manager Insights
Tom Slater, manager of the Scottish Mortgage Investment Trust, discusses the current environment, activity in China, and why it is imperative that we stick to our investment philosophy. Capital at ris...
Baillie Gifford 5th Jul 2022
Baillie Gifford | Scottish Mortgage Investment Trust - Manager Insights
Baillie Gifford 4th Jul 2022
The Week: Can the world avoid recession?
Recession appears to be inching closer as PMI data turns south and housing markets falter.
Adviser-Hub 30th Jun 2022
The importance of engagement in delivering change
Fund managers are prioritising engagement as the most effective tool to bring about changes in corporate behaviour. Three fund groups explain how it works in practice.
Adviser-Hub 29th Jun 2022
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