Global market updates: Has inflation peaked?
Global equity markets generally rose during January as investors drew encouragement from signs that inflationary pressures might be peaking and hopes that the US economy might manage to escape rece...
Adviser-Hub 6th Feb 2023
Market briefings looking back at January
A selection of articles, written by our expert investment writers that cover the markets looking back through January.
Five burning questions on the Baillie Gifford Managed Fund
Managed Fund specialist, Philip Scott, asks the fund’s bond team about their outlook on the asset class.
Baillie Gifford 3rd Feb 2023
Keystone Positive Change: manager
Manager insights - investing in quality companies driving change, from carbon capture to health care, brings growth opportunities.
Baillie Gifford 2nd Feb 2023
Cementing a greener future in China
Cement is one of the dirtiest industries for greenhouse gas emissions. Fidelity’s analysts have been engaging with a top Chinese cement producer to help them realise a greener path.
Fidelity International 2nd Feb 2023
The Week: Pivot anyone?
Financial markets are eagerly awaiting a pivot once again. Will they be thwarted? Or could the Federal Reserve come good?
Adviser-Hub 1st Feb 2023
Webinar replay: Planning considerations at tax year end
Catch up on Fidelity Adviser Solutions recent webinar where Paul Richards and Paul Squirrell discussed the use of all the various allowances and any limits and calculations required.
Fidelity Adviser Solutions 31st Jan 2023
Watch the yen in 2023
Ninety One portfolio managers Iain Cunningham and Alex Holroyd-Jones discuss the likelihood of a developed market recession and an end to ultra-loose Japanese monetary policy in 2023.
Ninety One 26th Jan 2023
The Week: High yields for high yield
High yield bonds are finally living up to their name, with average yields sitting at 8-9%. Should investors take another look? Or could recession push yields higher?
Adviser-Hub 26th Jan 2023
Government bonds: a return to normal?
The decade-long bull market in government bonds came to an abrupt halt in 2023. Inflation revived, as the war in Ukraine and supply chain constraints pushed up energy and food prices, with interest...
Corporate bonds: compelling yields versus imminent recession
Corporate bonds have performed better than government bonds in 2022, but only just. Investment grade bonds took a greater hit from rising rates, while high yield performed marginally better as the...
Capital Group | Time to rethink fixed income
Capital Group’s Global High Income Opportunities strategy has a multi-decade track record of delivering consistent income in different market conditions. Now available through an open-ended i...
Capital Group 26th Jan 2023
Inflation is slowing – the Fed may too
With markets seemingly pricing in different economic outcomes this year, Fidelity’s Global Head of Macro & Strategic Asset Allocation Salman Ahmed discusses what happens next.
Fidelity International 26th Jan 2023
Japan: forging economic resilience amid global headwinds
Capital Group’s economist Anne Vandenabeele shares her view on the outlook for Japan, potential benefits from the reordering of supply chains, and opportunities in the years ahead.
Capital Group 25th Jan 2023
Four trends could power an industrial renaissance
Equity investment analyst Gigi Pardasani, equity portfolio manager Andrew Suzman and equity analyst Dominic Phillips share their perspective on the potential for a coming industrial renaissance. Capital Group 25th Jan 2023
Equity investment analyst Gigi Pardasani, equity portfolio manager Andrew Suzman and equity analyst Dominic Phillips share their perspective on the potential for a coming industrial renaissance.
Categories
Archives
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Authors
Tags
UPCOMING EVENTS
Tue, 6th, Jan Harrogate
Wed, 7th, Jan Manchester
Thu, 8th, Jan Glasgow
Tue, 13th, Jan Exeter
Wed, 14th, Jan Bristol
Thu, 15th, Jan Birmingham
Tue, 20th, Jan Newmarket
Wed, 21st, Jan London
Thu, 22nd, Jan Online Event
Thu, 22nd, Jan Southampton
Sign up to our Hub News E-Newsletter
