abrdn | Conscious uncoupling? What roles do EM currencies and the dollar
Conscious uncoupling? What roles do EM currencies play in driving total returns for investors? abrdn’s Nick Robinson & Kieran Curtis discuss the performance of EM currencies, the US dolla...
Aberdeen Investments 18th May 2023
What will you do with extra cash as the Fed changes course?
This year is already shaping up to be favourable for fixed income returns, say portfolio managers Vince Gonzales and John Queen.
Capital Group 18th May 2023
UK Interest Rate: Inflation target is not yet in sight
UK interest rates were raised to 4.5% – their highest level since late 2008 – at the MPC’s May meeting.
Adviser-Hub 17th May 2023
Outlook for credit sectors
Portfolio manager Damien McCann explains where he sees value across four primary credit sectors.
Capital Group 17th May 2023
Baillie Gifford | Baillie Gifford European Equities: reflections and opportunities
Investment Manager Chris Davies reflects on a tumultuous 18 months for European Equities, and where he thinks the opportunities lie.
Baillie Gifford 16th May 2023
Baillie Gifford European Equities: reflections and opportunities
Consumer duty: delivering for consumers
The Consumer Duty is one of the most significant regulatory reforms to affect the financial services sector for many years. It will encompass the UK’s entire financial services sector, from f...
Adviser-Hub 16th May 2023
The case for a higher-inflation regime
Capital Group economist Robert Lind believes financial markets could be underestimating a potential shift to a higher-inflation regime.
Capital Group 16th May 2023
The Week: US inflation: good news?
The latest US inflation data has been met with optimism from markets, but is this enthusiasm premature?
Adviser-Hub 11th May 2023
Global updates: “A perilous phase”
The global economy is entering “a perilous phase” of low economic growth and rising financial risks alongside persistent inflationary pressures, according to the IMF.
UK market review: Inflationary pressures persist
Having grown by 0.4% in January, the UK economy stagnated in February as widespread strike action offset growth in the construction sector. The IMF upgraded its forecast for UK economic growth this...
Market briefings looking back at April
A selection of articles, written by our expert investment writers that cover the markets looking back through April.
The sustainability revolution
Kate Fox, joint manager of the Baillie Gifford Positive Change Fund, discusses the Deep Transitions research project and its implications for investing in a more sustainable future.
Baillie Gifford 10th May 2023
Nature's balance sheet: biodiversity opportunities and risks
Ninety One Portfolio Manager Stephanie Niven and analyst Sam Anthony discuss the importance of biodiversity and how they think about it from an investment perspective.
Ninety One 10th May 2023
Investing in climate change solutions
Climate change innovators: Baillie Gifford’s Lee Qian, Investment Manager, discusses how Positive Change targets companies at the forefront of tackling carbon emissions.
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
