Why ‘nature positive’ will be as big as net zero
Jenn-Hui Tan, Fidelity’s Global Head of Stewardship & Sustainable Investing, discusses the risk that biodiversity loss poses to investors.
Fidelity International 19th Jan 2023
Tax year end planning tools and resources
With changes to UK taxation, many allowances and thresholds will be cut or frozen in 2023/24 and so it is more important than ever that clients maximise their allowances before the end of the tax y...
Fidelity Adviser Solutions 16th Jan 2023
Baillie Gifford | Sustainable Corporate Bond Investing
Investment managers Torcail Stewart and Lucy Isles discuss the rel...
Baillie Gifford 16th Jan 2023
Why UK equities still offer attractive buying opportunities
Alex Wright, portfolio manager of Fidelity Special Situations & Special Values PLC, examines the out...
Fidelity International 13th Jan 2023
Getting real on sustainability
Sustainable investing has been challenged on many fronts of late, with uncertainty likely to persist. Global Head of Stewardship and Sustainable Investing, Jenn-Hui Tan, takes a...
Will traditional correlations reassert in 2023?
The poor performance of risk assets in 2022 was highly unusual, with a 60/40 portfolio of US assets endu...
Fundamentals: US oil majors finally get serious about clean energy
Fidelity’s Paul Gooden, analyst and co-portfolio manager, discusses why we are set to see an acceleration in the energy transition as US oil majors finally start to invest more in renewables....
The Week: Revisiting unfashionable emerging markets
Emerging markets have been a tough spot over the past 12 months, even by the standards of 2022. However, there are better signs for many emerging markets in the year ahead.
Adviser-Hub 12th Jan 2023
Corporate bonds: compelling yields versus imminent recession
It’s been a tough year for corporate bonds, but after a widening of spreads, valuations look attractive. However, they will need to navigate recession in 2023. Can they sti...
Government bonds: a return to normal?
Government bonds lost their safe haven status in 2022, but yields are now higher than they have been in over a decade. Will government bonds assume their traditional role in a po...
2023: will inflation and interest rates change direction?
The path of inflation and interest rates has preoccupied investors in 2022. Fixed income markets have been forced to make a significant adjustment to a different economic outlook. The shift has bee...
U.S. markets outlook for 2023
Capital Group economist Jared Franz expects the U.S. economy to contract by about 2% in 2023. That would be worse than the tech and telecom bubble of the early 2000s, but not nearly as bad as the 2...
Capital Group 9th Jan 2023
Notes from the road
Ninety One’s Michail Diamantopoulos reports on various shifts taking place in Gulf Cooperation Council countries and their relevance for EM debt investo...
Ninety One 6th Jan 2023
Global updates: Markets end 2022 on a negative note
Global equity markets ended 2022 in negative territory as investors took stock of a torrid year and looked ahead to the prospect of slowing global growth and persistent inflationary pressures.
Adviser-Hub 5th Jan 2023
UK market review: Lacklustre 2022 draws to a close
December saw the Bank of England announce its ninth consecutive increase in interest rates.
Categories
Archives
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Authors
Tags
UPCOMING EVENTS
Tue, 10th, Feb Online Event
Sign up to our Hub News E-Newsletter
