Europe market review: “Double-dip” recession for Europe
Having slipped back into recession during the first three months of 2021, the eurozone fell into a “double-dip” recession.
Adviser-Hub 17th May 2021
Emerging markets review: India struggles with second wave
The global death toll from Covid-19 exceeded three million during April, according to Johns Hopkins University.
The outlook for Europe
Sam Morse and Marcel Stötzel, portfolio managers of the Fidelity European Fund and Fidelity European Trust PLC, outline why they maintain a positive outlook for regional equities. In particular, they...
Fidelity International 14th May 2021
Fidelity International | Inside Fidelity: Sustainable engagement in Europe
Discover the value of engagement and how active ownership can drive positive change and benefit both shareholders and stakeholders. Here, portfolio managers Vincent Durel and Aela Cozic outline the ma...
A new paradigm in income investing
James Dow, investment manager for Baillie Gifford’s Global Income Growth explains why he thinks this is an exciting time to be an income investor. Capital at risk and income not guaranteed.
Baillie Gifford 14th May 2021
Baillie Gifford 13th May 2021
Casting a wider net
With fixed income a tough place to generate income and dividend payouts still uncertain, investors have cast a wider net to shore up their income.
Adviser-Hub 13th May 2021
Strat snippets: Tempering the taper talk
Led by the US Federal Reserve, talk of central bank tapering has been increasing over recent weeks. So how should fixed income holders approach this environment? We look at why it need not be all doom...
Fidelity International 13th May 2021
The Week: Europe: the advantage of low expectations
Europe’s economic data may be weak, but its corporate sector is showing a buoyant recovery – and expectations are far lower than for the buoyant US.
Adviser-Hub 12th May 2021
The Asia Call: Sustainable investing
Our team shine a light on the rise of sustainable investing in Asia. As sustainability factors become an increasingly important driver of returns, we provide some real-life examples of how practices a...
Fidelity International 12th May 2021
Can income’s big hitters revive?
Equity income and bonds have traditionally done the heavy lifting in income portfolios. However, both areas came under pressure in 2020.
Adviser-Hub 6th May 2021
Global update: Optimism drives share prices in April
Global equity markets generally rose during April, buoyed by encouraging economic data from the US. The IMF upgraded its forecasts for global growth from 5.5% to 6% in 2021 and from 4.2% to 4.4% in 20...
Adviser-Hub 5th May 2021
The Week: Biden tops the charts for stock market performance
Unlike his predecessor, President Biden has been quiet on stock market performance in his first 100 days. While it may be tempting to boast, he is right to be cautious.
The Week: Why have US earnings failed to impress?
US earnings season has been a blast. Companies have been smashing it out of the park on profitability and growth as they put the pandemic behind them.
Adviser-Hub 29th Apr 2021
The weak spots in adviser ESG strategies: Measurement and performance
Hosted by Cherry Reynard with Jake Moeller - Senior Investment Consultant, Square Mile/ Ben Constable Maxwell - Head of Sustainable and Impact Investing, M&G Investments/ Toby Gibb - Global Head of In...
Adviser-Hub 28th Apr 2021
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