FundsNetwork’s sustainable investing hub
FundsNetwork’s new sustainable investing hub and educational guides can help you identify suitable investments and aid client discussions to provide better client outcomes.
Fidelity Adviser Solutions 4th Nov 2020
The two questions on our minds
Portfolio manager Jeremy Podger tackles two key issues facing markets; is the tech sector once again in bubble territory and has Covid-19 hastened a paradigm shift in governments' economic management?...
Fidelity International 3rd Nov 2020
Five fixed income themes for the next five years
Over five years on from taking over Fidelity MoneyBuilder Income, co-portfolio manager Sajiv Vaid reflects on a remarkable period for domestic investors. He also looks ahead and outlines five key them...
Sentiment improves again
Our regular survey of Fidelity’s analysts across the globe provides a unique bottom-up insight into corporate sentiment and the health of the global economy. This month's findings reveal that sentimen...
Five legitimate questions about diversification
A lot has been claimed for diversification: in particular, Nobel Prize winner Harry Markowitz’s badged it ‘the only free lunch in finance’, implying that it was, essentially, money for nothing.
Adviser-Hub 3rd Nov 2020
Global update: The “second wave” breaks
Share prices fell heavily around the world during October as Covid-19 infection rates continued to rise.
Adviser-Hub 2nd Nov 2020
Trump or Biden - should investors really care?
Politics can create short term noise. But if you can withstand the volatility, it’s best to sit on your hands and wait for it to pass, says Johanna Kyrklund, Chief Investment Officer and Global Head o...
Adviser-Hub 30th Oct 2020
Ninety One | US Election: 91 seconds with…
Paul Vincent, Portfolio Manager on the Ninety One American Franchise Fund, explains his Quality approach to navigating volatile equity markets in the run up to the election.
Ninety One 29th Oct 2020
The Week: Is fund management failing on diversity?
Two surveys have shown that fund managers may only be talking the talk on diversity, but as fund selectors get serious on the issue, they may have to act fast.
Adviser-Hub 28th Oct 2020
The Week: How should investors play the recovery?
With cases rising, economic recovery looks some way off, but investors should prepare for a best-case scenario as well as a worst-case scenario.
Adviser-Hub 21st Oct 2020
The case for a ‘K-shaped’ recovery
V, W or L? Market participants have assigned various letters to the potential shape of the economic recovery from Covid-19. Here, Romain Boscher, Global CIO for Equities, makes the case for a two-spee...
Fidelity International 14th Oct 2020
Joining the dots - part 2
In the second of a two-part series, Fidelity Global Focus Fund Manager Amit Lodha discusses the potentially disruptive forces of blockchain and digital currencies. He outlines why this is an important...
Asia Japan market review: Australia tips into recession
As anticipated, Yoshihide Suga took office as Japan’s Prime Minister in September following the resignation of Shinzo Abe on the grounds of ill health. Mr Suga is widely expected to carry on with Mr A...
Adviser-Hub 14th Oct 2020
Global update: Rising infection levels knock sentiment
Share prices generally fell during September amid concerns over rising infection levels and their potential impact on economic activity. Investors’ worries were compounded by doubts over Brexit negoti...
Market briefings looking back at September
A selection of articles, written by our expert investment writers that cover the markets looking back through September.
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