Back to bonds for Baillie Gifford’s Multi Asset Team
Last year was a miserable year for almost all investors, but perhaps particularly so for multi-asset investors. The careful asset allocation and diversification on which they had built their portfo...
Baillie Gifford 2nd Aug 2023
The Week: The future of energy?
While it is often assumed that renewable energy is the only game...
Adviser-Hub 2nd Aug 2023
Charting China’s sustainability journey
The results of our ESG Analyst Survey highlight that ESG factors are rising up the priority list for Chinese companies, although Asia’s largest economy still has ground to cover to keep pace...
Fidelity International 1st Aug 2023
Global Asset Allocation Insights
Our Multi Asset team share their latest views on which asset classes and markets are presenting the greatest opportunities and risks.
Strat snippets: Long hot summer
As many of us get ready to fly away in search of summer sun, investors are hoping for cooler markets and a soft landing. With the macro outlook delicately poised, Fidelity Strategic Bond co-portfol...
Japan outlook: the road to sustainable wage growth
Capital Group’s Anne Vandenabeele, Economist, assesses the outlook for Japan.
Capital Group 1st Aug 2023
EM rate cuts on the horizon
As emerging market (EM) headline inflation trends down, we can expect a more visible slowing of core inflation in the second half of 2023, says Capital Group’s Peter Becker.
Baillie Gifford | Baillie Gifford Multi Asset Update
James Squires, Head of Multi Asset, and Paul Morrison, Client Director, reflect on the recent drivers of performance and the current environment influencing Multi Asset portfolios.
Baillie Gifford 1st Aug 2023
Calculating the gains or losses on an investment
Paul Squirrell covers the methodology for performing these calculations as well as how to establish whether any tax is payable and, if so, how much.
Fidelity Adviser Solutions 31st Jul 2023
Multi-asset investing: the world today – panel discussion video #3
2023 brought a new environment. Arguably, it is a more normal environment, with interest rates closer to historic averages. But it has brought a fresh set of challenges, most notably on inflation....
Adviser-Hub 31st Jul 2023
Global updates: Fed has a breather, but ECB tightens again
Intense interest in technology companies drove up share prices in the sector over the first six months of 2023.
UK market review: UK rates hit 5%
UK government bond yields climbed in June, driven up by concerns over persistent inflationary pressures, expectations of further monetary tightening, and a lacklustre economic outlook.
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 toolkit needed for the new market environment – panel discussion video #2
2022 brutally exposed the limitations of a traditional diversification approach, as both bond and equity markets dropped simultaneously. But with bond yields higher and equity markets showing great...
Adviser-Hub 27th Jul 2023
Baillie Gifford | Upfront: Episode Two
Catch up on episode two featuring an interview with Gary Robinson, manager of the Baillie Gifford American Fund and find out about the US companies he is excited about.
Baillie Gifford 26th Jul 2023
Categories
Archives
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Authors
Tags
UPCOMING EVENTS
Wed, 27th, May Online Event
Wed, 3rd, Jun London
Thu, 25th, Jun Stretton
Tue, 30th, Jun Dogmersfield
Sign up to our Hub News E-Newsletter