Baillie Gifford | Scottish Mortgage – Invest in Progress
Joint managers of Scottish Mortgage Investment Trust discuss the impact of companies leading fundamental change in industry, the economy and society.
Baillie Gifford 22nd Dec 2020
Outlook 2021 - Seizing the new reality
Discover the latest thinking from our investment team as our CIOs and portfolio managers discuss the big factors and themes that will drive returns across the world’s major asset classes in 2021.
Fidelity International 16th Dec 2020
Value and the vaccine
The gap between value stocks and growth stocks has never been bigger. However, we have recently seen some temporary rotations into value as markets were cheered by vaccine breakthroughs - seen as a vi...
China Stewardship Report 2020
When it comes to China, some may picture a freewheeling market that is dominated by retail investors. But as foreign participation increases, we are seeing more focus on stewardship and engagement. We...
The outlook for UK credit
Fixed income portfolio managers Sajiv Vaid and Kris Atkinson outline why they believe sterling investment grade still sits in the sweet spot for income-seekers. However, with the broader market no lon...
The Week: The investment lessons we learned in 2020
2020 was a difficult year, but investors shouldn’t waste the opportunity to learn from it. A crisis may be painful, but it can help create better investors.
Adviser-Hub 16th Dec 2020
US market review: US share prices reach new highs
Share prices surged in the US during November, driven up by significant progress in Covid-19 vaccine developments.
Adviser-Hub 15th Dec 2020
UK equity income market review: A tough Q3 for UK dividends
UK share prices surged and yields fell during November as investors became increasingly optimistic over prospects for economic recovery.
UK equity market review: UK equities rally in November
UK share prices rose strongly during November, driven up by mounting optimism over the development of Covid-19 vaccines and hopes that a Brexit trade deal will be reached.
UK bond market review: Improving optimism… deteriorating data
Investor sentiment improved sharply during November, underpinned by the news of vaccine breakthroughs in the UK and the US. Improving hopes for the economic outlook led to a surge in demand for higher...
Global bond market review: Corporate defaults on the rise
Investors’ attention shifted from safe havens to riskier assets during November.
Europe market review: European markets shrug off negative data
Although November in Europe was characterised by rising Covid-19 infection rates and lacklustre economic data, share prices soared over the month.
Emerging markets review: Investors welcome a Biden presidency
Share prices in China rose following the news of Joe Biden’s victory in the US Presidential election.
Asia Japan market review: Asian markets surge in November
Equity markets in Asia performed strongly during November, driven by hopes that Covid-19 vaccines will soon be widely available.
Market briefings looking back at November
A selection of articles, written by our expert investment writers that cover the markets looking back through November.
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