Market briefings looking back at February
A selection of articles, written by our expert investment writers that cover the markets looking back through February.
Adviser-Hub 22nd Mar 2021
A year in a bubble
In recent weeks, Google search trends for the phrase “stock market bubble” have reached record levels. Fidelity Global Special Situations Fund Portfolio Manager Jeremy Podger shares his...
Fidelity International 19th Mar 2021
Fidelity International | Fidelity’s Analyst Survey 2021
Our annual Analyst Survey canvases Fidelity’s 140 sector experts globally for a detailed picture of how they expect to see their companies perform in the coming year. Fidelity’s Global Head of Researc...
The Week: Are there any silver linings for commercial property?
From Brexit to Covid to ecommerce and agile working, there have been a litany of problems for the commercial property sector. Could there be better times ahead?
Adviser-Hub 18th Mar 2021
UK bond market review: Letting the inflationary cat out of the bag?
Gilt prices fell and yields rose following the announcement of a gradual lifting of Covid-19 restrictions as investors considered the likelihood that inflationary pressures will start to build and the...
Analyst Survey 2021: Race is on to achieve net zero
European companies are leading the way to net zero, according to our global survey of Fidelity International analysts. But with sustainability continuing to climb the agenda in North America and elsew...
Fidelity International 18th Mar 2021
China takes a breather
Chinese equities have been caught in the storm of the reflation trade, with rising US real rates putting pressure on equity market valuations. While this dynamic may continue in the near-term, we outl...
Fidelity International 17th Mar 2021
US market review: Rising speculation over inflation
Having reached a fresh all-time high in the middle of February, the technology-rich Nasdaq Index fell towards the end of the month.
Adviser-Hub 16th Mar 2021
UK equity income market review: Banks resume dividend payouts
During February, investment sentiment was buoyed by significant progress in the UK’s vaccination programme, followed by confirmation that lockdown measures are set to be eased from March onwards.
UK equity market review: The end of lockdown beckons
UK investor sentiment was boosted in February by evidence that the UK’s Covid-19 vaccination programme is progressing well: more than 20 million people had received their first jab by the end of the m...
The right tools: is it possible to build a balanced ESG portfolio?
Just in case anyone still thought that ESG was a fad, 2020 showed otherwise.
Market View: A year in a bubble
As Google search trends for “stock market bubble” reach record levels, Fidelity Global Special Situations Fund Portfolio Manager Jeremy Podger examines the current state of markets
Fidelity International 12th Mar 2021
Baillie Gifford | Manager Insights
Hear from Steven Hay and Iain McCombie, investment managers from Baillie Gifford’s Managed Fund, as they reflect on 2020 and look forward to what’s to come.
Baillie Gifford 11th Mar 2021
The Week: The fixed income reckoning
The year has started badly for fixed income, but ultimately, it may bring greater opportunity as yields rise.
Adviser-Hub 10th Mar 2021
An acceleration of megatrends
Amid all the uncertainty of 2020, what does this mean for Baillie Gifford’s American Fund? Read the latest issue of Enlightenment, Baillie Gifford’s funds magazine.
Baillie Gifford 9th Mar 2021
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