The Week: A ‘dash for trash’ or a value rally?
It’s been a better time for value stocks, but markets have been here before. Can their recent strength endure?
Adviser-Hub 10th Jun 2020
Europe market review: Is Europe heading for deflation?
During May, the Dax Index rose by 6.7% while the CAC 40 Index climbed by 2.7%.
Emerging markets review: Clouded outlook for China’s growth
China’s National People’s Congress announced that it would not set an economic growth target for the country this year as it addresses the impact of the coronavirus pandemic.
Market briefings looking back at May
A selection of articles, written by our expert investment writers that cover the markets looking back through May.
Fidelity International | The Investor's Guide to China - technology and innovation
It wasn’t long ago that China was regarded as an imitator rather than an innovator. Fidelity Head of Asset Management, Asia Pacific, Paras Anand shares his insight into why this now isn’t the case.
Fidelity International 3rd Jun 2020
The Week: Have markets moved too far, too fast?
Markets have seen one of the quickest rebounds in history, to the extent that investors are starting to wonder whether they might have gone too far.
Adviser-Hub 3rd Jun 2020
Fidelity International | Thinking differently about diversification
With Andrew McCaffery, Global CIO, Asset Management, and Henk-Jan Rikkerink, Global Head of Solutions and Multi Asset.
Fidelity International | Market Perspectives: Special Situations
Fidelity Special Situations Fund and Special Values PLC portfolio Alex Wright on his outlook for UK equities.
Fidelity International | Market Perspectives: Asia Pacific Opportunities
Anthony Srom, portfolio manager of the Fidelity Asia Pacific Opportunities Fund share his latest insight and portfolio positioning.
Baillie Gifford Managed Fund – Manager Update
Lucy Haddow, product specialist, gives an update on the Baillie Gifford Managed Fund and its position during these challenging times.
Baillie Gifford 2nd Jun 2020
Baillie Gifford | Baillie Gifford Managed Fund – Manager Update
Investment wisdom that really works
There’s a lot of investment wisdom around. Everyone from Warren Buffet to your local taxi driver is keen to give you the benefit of their accumulated knowledge. However, which advice is worth listenin...
Adviser-Hub 2nd Jun 2020
Wanted – Bond Champions: Why it pays to be a fixed income investor
Yields at low or even negative rates have prompted questions about the relevance of investing in bonds. However, Baillie Gifford’s Phil Annen insists that this is an asset class that can still form a...
Baillie Gifford 29th May 2020
The Week: Does size really matter?
Size has provided little protection in the recent market rout. The appeal of large caps has historically been their defensiveness and their dividend payments, but does this still stand?
Adviser-Hub 28th May 2020
Why This Crisis Favours Growth Stocks
Growth stocks have been more resilient during the pandemic. Tom Slater of Scottish Mortgage explains why now is not the time to hunt for value stocks.
Baillie Gifford 28th May 2020
Categories
Archives
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Authors
Tags
UPCOMING EVENTS
Tue, 6th, May Bristol
Tue, 6th, May Derby
Wed, 7th, May Exeter
Wed, 7th, May Birmingham
Thu, 8th, May Poole
Tue, 13th, May Norfolk
Wed, 14th, May Colchester
Wed, 14th, May Online Event
Thu, 15th, May Suffolk
Sign up to our Hub News E-Newsletter