The Week: Woodford’s legacy for active management
The demise of Woodford Investment Management is a blow for the whole active industry.
Adviser-Hub 16th Oct 2019
US market review: Fed cuts rates in September
As expected, the US central bank implemented its second cut in interest rates since 2008 during September.
Adviser-Hub 15th Oct 2019
UK equity income market review: Politics dominate in September
UK investors’ attention was largely absorbed by Brexit during September.
UK equity market review: Counting down to Hallowe’en
As Brexit rumbled towards its Halloween deadline, investors’ attention during September was absorbed by a series of political developments.
UK bond market review: Deal or no deal?
Gilts experienced a choppy September as speculation over the likelihood of a Brexit deal ebbed and flowed in response to political developments.
Global bond market review: Further monetary easing in September
Following interest-rate cuts in India, Thailand and New Zealand in August, central banks in Russia and Brazil cut their key interest rates during September.
Europe market review: ECB restarts QE
During September, the European Central Bank (ECB) announced another programme of economic stimulus measures designed to shore up the eurozone’s faltering economy.
Emerging markets review: Trade conflict hits China’s exports
The People’s Bank of China cut its reserve ratio – the amount of cash that banks have to hold in reserve – during September, releasing liquidity totalling 900 billion yuan.
Asian Japan markets review: Japan’s economic growth disappoints
Japan’s second-quarter economic growth proved disappointing for investors, as initial calculations of annualised growth of 1.8% were downgraded to a more muted 1.3%. On a quarter-on-quarter basis, the...
Market briefings looking back at September
A selection of articles, written by our expert investment writers that cover the markets looking back through September.
The Week: As trade talks resume, how optimistic should we be about the prospects for a deal?
As trade talks resume, how optimistic should we be about the prospects for a deal?
Adviser-Hub 9th Oct 2019
Global update: What next for Brexit?
The long-running Brexit saga took a new twist in September as the clock continued to tick towards its Hallowe’en deadline.
Adviser-Hub 3rd Oct 2019
The Week: Does manufacturing matter?
As US manufacturing slides, how important is it for global economic growth? And would trade talks resolve the problem?
Adviser-Hub 2nd Oct 2019
The Week: Is stockpicking enough in a populist era?
Fund managers are fond of emphasising that they focus on stockpicking rather than troubling themselves with the broader macroeconomic landscape.
Adviser-Hub 25th Sep 2019
Finding Europe’s Hidden Champions
There are lots of reasons not to invest in Europe. But beyond the negative headlines, there are still exciting opportunities to be found. Baillie Gifford Investment manager Stephen Paice discusses in...
Baillie Gifford 20th Sep 2019
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