What the ‘next normal’ means for fixed income: reimagining core bonds
Capital Group’s Keiyo Hanamura, Investment Director, explores whether we are really returning to the pre-Covid era.
Capital Group 20th Apr 2023
Ninety One | China's self-sufficiency opportunity
The trend towards localisation will benefit several leading companies within the quality spectrum, particularly in the software, healthcare and consumer sectors, says Ninety One.
Ninety One 20th Apr 2023
Multi asset income investment in a higher yield world
Fidelity Multi Asset Income portfolio manager Eugene Philalithis examines the investment case for those income-seeking investors, against the backdrop of higher yields. In a time of heightened mark...
Fidelity International 19th Apr 2023
Q2 Investment Outlook
In Fidelity's latest quarterly outlook, we believe that recession over the next 12 months looks increasingly likely across developed markets. Global CIO Andrew McCaffery reveals three key theme...
The case for the UK
With the UK having been a relatively unloved market by investors for some years, recent performance has begun to reignite interest. We examine the reasons to be positive.
Taking the lead: Why we prefer engagement over exclusion
Investors have two ways of dealing with unsustainable companies: engage with them to help effect change or exclude them from portfolios. Fidelity's Head of Global Stewardship and Sustainable In...
Why is Scottish Mortgage backing Moderna?
Defeating Covid was merely Moderna’s opening Act. Lawrence Burns, deputy manager of Scottish Mortgage Investment Trust, discusses the long-term potential of the US biotech firm.
Baillie Gifford 19th Apr 2023
Why a dividend growth strategy is prudent in an elevated rate environment
Albie Pretorius, manager of Ninety One’s Quality Dividend Growth Strategy, believes that identifying companies that effectively allocate and reinvest cashflow is paramount for investors to de...
Ninety One 19th Apr 2023
Your 10 must-do tasks for the start of the 2023/24 tax year
Fidelity Adviser Solutions provide a number of ideas to ensure your clients are making the most of their savings and investments.
Fidelity Adviser Solutions 18th Apr 2023
The outlook for corporate bonds as the economy slows
High corporate bond yields have drawn investors to the asset class since the start of the year, but the banking turmoil have proved a timely reminder of the risks. At the same time, the sector face...
Adviser-Hub 14th Apr 2023
Fidelity Multi Asset Income portfolio manager Eugene Philalithis examines why multi asset investing can provide a more consistent yield over the long term.
Fidelity International 13th Apr 2023
Global updates: Pressure on the banking sector
The banking sector was plunged into crisis during March as the collapse of two US banks and Credit Suisse in Europe raised questions about the strength of the financial system.
Adviser-Hub 12th Apr 2023
UK market review: “Nothing is decided”
Against a backdrop of market volatility triggered by a new banking crisis, the Bank of England said that the UK’s banking system remains “resilient”, although it acknowledged that...
Market briefings looking back at March
A selection of articles, written by our expert investment writers that cover the markets looking back through March.
The Week: Sterling reverses
The pound has reversed its recent weakness. Its momentum may be tentative, but it could herald a new era for UK assets.
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
