Sustainable dividends: the pursuit of quality and prudence
Aline Avzaradel, portfolio manager of the Capital Group Capital Income Builder strategy, explains her focus towards dividend sustainability and the need to avoid dividend cutters, which can undermi...
Capital Group 31st Mar 2023
Three sustainability themes set to dominate Europe's AGM season
As Europe’s AGM season begins, Fidelity’s Global Head of Stewardship & Sustainable Investing Jenn-Hui Tan outlines how he expects the cost of living, climate change, and diversity,...
Fidelity International 30th Mar 2023
The Week: Will Spring spring for stock markets?
Markets have gone nowhere for the past 12 months against a tough backdrop. Can investors hope for more in the short-term?
Adviser-Hub 30th Mar 2023
US interest rate update: Fed tightens again
US rates rose by another 25 basis points at the Federal Open Market Committee’s March meeting as policymakers continued to take action to curb inflationary pressures.
Adviser-Hub 24th Mar 2023
UK interest rate update: UK rates rise to 4.25%
The Bank of England raised its key base rate by one-quarter of a percentage point to 4.25% at the Monetary Policy Committee’s March meeting, marking the eleventh consecutive increase in UK ra...
Nintey One | SVB's failure
SVB’s demise highlights the impact of repeated and rapid rate rises. Ninety One’s Iain Cunningham explains why this may be the beginning of a problem, not the end.
Ninety One 23rd Mar 2023
Ninety One | What the inverted yield curve foretells
For decades, an inverted yield curve has predicted recession in the US and beyond. Philip Saunders, Director at Ninety One’s Investment Institute, discusses the implications.
Asian banks: end of Fed hiking could be key
As the fallout from the collapse of Silicon Valley Bank ripples across the world, markets continue to consider potential contagion effects on the global banking sector and beyond.
Capital Group 22nd Mar 2023
China reopening should benefit parts of EM Asia
Spillovers from China’s reopening will be mostly positive and the main channels are through tourism, goods imports and commodity prices.
10 investment themes for 2023
Capital Group shares 10 long-term themes that their investment team is focusing on right now. As these ideas illustrate, even during periods of uncertainty, it can be an exciting time to be an inve...
The Week: Inflation comes back to bite
Many investors had believed inflationary pressures were easing; the latest UK inflation figures are a nasty surprise.
Adviser-Hub 22nd Mar 2023
Investment grade outlook: security selection may be key to managing uncertainty
Despite the market’s conviction, the macro-economic outlook remains uncertain and security selection will be crucial to capture opportunities.
Four cardinal questions for investors in turbulent times
The economy is stormy, so finding companies that can sail through a range of circumstances is the best strategy for growth investors in search of great returns, writes Baillie Gifford investment ma...
Baillie Gifford 22nd Mar 2023
Sustainable corporate bond investing
Baillie Gifford investment managers Torcail Stewart and Lucy Isles discuss the relationship between sustainability and returns, and how this influences their commitment to hold responsible companie...
Baillie Gifford 21st Mar 2023
Resilient growth for the long term
Baillie Gifford Global Income Growth investment manager Ross Mathison discusses why investors must stay focused on growth potential
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