Market View: What Russia-Ukraine means for energy and commodity markets
Recent oil and gas pricing may have seemed chaotic. But as Ninety One’s Tom Nelson explains, there is a logic to energy market moves, as well as useful precedents for investors to learn from.
Ninety One 1st Apr 2022
Inflation: why the ‘hard asset’ mantra needs a rethink
Inflation is set to continue its rise. Historically, tangible ‘hard’ assets have outperformed financial assets in similar environments – but it’s not as simple as that.
The Week: Gold: from damp squib to safe haven
Gold has protected investors during the crisis, but may struggle to make further progress from here.
Adviser-Hub 30th Mar 2022
Chart Room: The second-order impacts of the Ukraine war
As the appalling human cost of the war in Ukraine continues to grow, the knock-on economic effects are also being felt. With this in mind, we recently surveyed our team of analysts to gain an insight...
Fidelity International 29th Mar 2022
Strat snippets: All eyes on geopolitics
A combination of central bank policy tightening and the tragic events in Ukraine have driven broad-based weakness across rates and credit markets in the opening weeks of 2022. Fidelity Strategic Bond...
A time for cool heads as the world order shifts
Russia’s war in Ukraine has raised fears of profound fissures in the global economic and geopolitical balance, while casting scrutiny on China’s stance in the unfolding crisis. Once the dust settles a...
Fidelity Adviser Solutions 29th Mar 2022
The Week: Latin America: the world’s investing hotspot
Latin American funds have been top performers since the start of the year, buoyed by rising commodity prices and currency strength. But will difficult politics disrupt the region’s strength?
Adviser-Hub 24th Mar 2022
Handling the year ahead: how fund managers are adapting their portfolios
Financial markets in 2022 are likely to break with recent history. We ask two fund managers with flexible strategies how they are positioning for the year ahead.
Adviser-Hub 23rd Mar 2022
How can active bond investors find sustainable innovators?
Baillie Gifford’s Lucy Isles and Saorla Whelan explain how active bond investors can find the companies that are successfully adapting as the energy sector moves to a low-carbon initiative. Capital at...
Baillie Gifford 22nd Mar 2022
Scottish Mortgage - The power of people
Scottish Mortgage deputy fund manager Lawrence Burns explains how access to the brightest minds in entrepreneurship and academia allows him and his team to invest in the leading companies of the futur...
The climate challenge and the role investors can play
Climate change poses a threat to natural habitats, human populations and the economy, but there are compelling long-term opportunities for companies.
Adviser-Hub 21st Mar 2022
Fed delivers first rate increase since 2018
The US Federal Reserve raised the key federal funds rate for the first time since March 2018 in a move designed to curb inflationary pressures.
Adviser-Hub 17th Mar 2022
UK rates return to pre-pandemic levels
The Bank of England raised interest rates for a second consecutive month in March, bringing them back to pre-pandemic levels.
The Week: Might the war in Ukraine change the direction of interest rates?
Interest rates are slated to rise several times in 2022. Does the Ukrainian crisis shift the thinking from central bankers?
Adviser-Hub 16th Mar 2022
Baillie Gifford | In conversation with the Scottish Mortgage managers
In this webinar, Baillie Gifford’s Tom Slater and Lawrence Burns discuss the evolution of the Scottish Mortgage management team.
Baillie Gifford 16th Mar 2022
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