Strat snippets: Reflation and reopening
Fidelity Strategic Bond Fund portfolio manager Claudio Ferrarese outlines why fixed income investors shouldn’t be overly concerned about the reflation narrative. He also outlines how the portfolio is...
Fidelity International 17th Jun 2021
Can inflation keep rising?
With US inflation climbing at the fastest pace since 2008, our latest monthly analyst survey shines a light on what our research team are seeing through their daily interactions with companies. We dis...
The war on plastic
The way we currently consume plastic is environmentally unsustainable and needs to change. With the circular packaging solutions market set to boom, Fidelity Sustainable Water & Waste Fund Managers Ve...
The Week: Is the recovery running out of steam?
Until the last few weeks, the global recovery had surprised with its strength. However, recently the signals – on jobs, on retail sales, on inflation – have been more mixed.
Adviser-Hub 17th Jun 2021
Ninety One | The quest for quality in the UK
Simon Brazier, Ben Needham and Matt Evans highlight what they believe are the characteristics and attributes required to construct resilient portfolios that continue to deliver over the long term.
Ninety One 17th Jun 2021
Market briefings looking back at May
A selection of articles, written by our expert investment writers that cover the markets looking back through May.
Adviser-Hub 15th Jun 2021
Global bond market review: Where next for monetary policy?
During May, ECB Vice President Luis de Guindos warned that recent increases in US bond yields had revived concerns over the potential for shifts in financial conditions, which could affect indebted co...
Adviser-Hub 14th Jun 2021
Europe market review: European growth set to accelerate
Following the easing of lockdown measures, the eurozone is experiencing its strongest surge in demand for goods and services in almost 15 years. However, companies are struggling to keep up with deman...
Emerging markets review: Covid hampers emerging Asia’s recovery
Although China’s strong economy recovery is helping to support developing economies across Asia, lockdown-related restrictions are reducing domestic demand in many economies.
Asia Japan market review: Is Japan heading for a double-dip recession?
Share prices in Japan delivered a muted performance during May as investors digested lacklustre economic data alongside concerns over the prospects for the approaching Tokyo Olympic Games.
US market review: Fed plays down inflationary concerns
The future trajectory of inflation was the principal factor preoccupying investors in the US during May following the news that the rate of consumer price inflation had risen at its fastest rate since...
Adviser-Hub 10th Jun 2021
UK equity income market review: UK dividends show signs of a pickup
Having breached 7,000 points for the first time since February 2020 during April, the FTSE 100 Index rose above 7,000 once again during May.
UK equity market review: Signs of building inflationary pressures
Non-essential shops reopened in April and retail sales rose sharply in April, climbing by 9.2% from March. In particular, clothing sales rose by 69.4% over the month.
UK bond market review: Economic recovery boosts inflation
The annualised rate of UK inflation surged during April from 0.7% to 1.5%, stoked by a sharp appreciation in the cost of household utilities and clothing.
The Week: Why is the gold price rising?
Inflation? Cryptos? Interest rates? What explains the recent strength of gold?
Adviser-Hub 9th Jun 2021
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