Market briefings looking back at June
A selection of articles, written by our expert investment writers that cover the markets looking back through June.
Adviser-Hub 8th Jul 2022
The Week: What does political turmoil mean for UK markets?
It’s been a turbulent few days in British politics. Could there be an impact on UK assets? Or is the turmoil priced in?
Adviser-Hub 7th Jul 2022
The development of impact investment
Impact investment is evolving as reporting improves. Investors can now see how their capital is influencing the world around them.
Are regulatory changes making a difference?
2021 was a landmark year for sustainable investment legislation. Three fund managers explain how it has changed corporate behaviour.
Scottish Mortgage Investment Trust - Manager Insights
Tom Slater, manager of the Scottish Mortgage Investment Trust, discusses the current environment, activity in China, and why it is imperative that we stick to our investment philosophy. Capital at ris...
Baillie Gifford 5th Jul 2022
Baillie Gifford | Scottish Mortgage Investment Trust - Manager Insights
Baillie Gifford 4th Jul 2022
The Week: Can the world avoid recession?
Recession appears to be inching closer as PMI data turns south and housing markets falter.
Adviser-Hub 30th Jun 2022
The importance of engagement in delivering change
Fund managers are prioritising engagement as the most effective tool to bring about changes in corporate behaviour. Three fund groups explain how it works in practice.
Adviser-Hub 29th Jun 2022
Baillie Gifford | Baillie Gifford on the future of education
For digital learning companies that can balance accessibility and profits, the opportunities are vast. In this podcast, Baillie Gifford’s Thaiha Nguyen explains more. Capital at risk.
Baillie Gifford 27th Jun 2022
The sleeping giant: Bond investors and the fight against climate change
In the first of a two-part series, Fidelity portfolio managers Kris Atkinson and Sajiv Vaid discuss the vital role fixed income investors can play in accelerating the shift to a net-zero world by 2050...
Fidelity International 27th Jun 2022
Asia’s emerging dividend story
Fidelity Asian Dividend Fund portfolio manager Jochen Breuer reviews the landscape for dividend investors in the region. Against an uncertain backdrop, he discusses how a dividend-based approach can a...
Fidelity International 23rd Jun 2022
Central bank watch
Our investment team explore the challenges faced by global central banks as they look to tackle high inflation and looming recession risks. They also shine a spotlight on how policy is diverging betwe...
The Week: Inflation remains a menace
There was another round of startling inflation statistics this week, with UK CPI reaching its highest point since 1982.
Adviser-Hub 23rd Jun 2022
Chart Room: Are cost pressures starting to ease?
Tentative signs are emerging that cost pressures may soon ease, according to a recent survey of Fidelity analysts. On average, we still see companies' costs increasing over the next six months, but to...
Reasons to be optimistic about climate change
Is a greener world achievable? In this webinar, Baillie Gifford Client Service Director Stephen Corr interviews Investment Analyst Calum Holt on why he believes we are at a turning point in the energy...
Baillie Gifford 23rd Jun 2022
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