UK equity income market review: Dividends set to pick up in Q2 2021
Global dividends are calculated to have fallen during 2020 at a headline rate of 15.7% in a best-case scenario and by 18.5% in a worst-case scenario, according to Janus Henderson’s Global Dividend Ind...
Adviser-Hub 19th Jan 2021
UK equity market review: Worst year for the FTSE 100 since 2008
With a matter of days left before the end of the transition period, the UK and EU finally reached a post-Brexit trade deal.
UK bond market review: Investors welcome post-Brexit trade deal
The yield on the benchmark UK gilt fell from 0.31% to 0.20% over December as a whole as investors reacted to the news of tightening coronavirus-related restrictions in response to rising infection rat...
Global bond market review: A challenging outlook for sovereigns
2021 is expected to be a challenging year for lower-rated sovereigns. There were six sovereign defaults during 2020 – Argentina, Belize, Lebanon, Ecuador, Suriname, and Zambia.
Adviser-Hub 18th Jan 2021
Europe market review: Europe welcomes post-Brexit trade deal
European equity markets generally welcomed the news that the UK and EU had finally managed to thrash out a post-Brexit trade deal with only a week left before the end of the transition period.
Emerging market review: Brazil exits recession
Brazil emerged from recession during the third quarter of 2020: the country’s economy grew by 7.7%, posting its strongest growth since 1996.
Resilience amid uncertainty
Fidelity Global Dividend Fund portfolio manager Dan Roberts sets out the case for focusing on quality and sustainable businesses in 2021 to produce resilient and growing income streams. He also discus...
Fidelity International 14th Jan 2021
Chinese consumption: accelerating and evolving
Consumer behaviour patterns are shifting online globally and nowhere is this more pervasive than in China. Hyomi Jie, portfolio manager of the Fidelity China Consumer Fund, discusses how the digitisat...
The macro view
The opening days of the new year have already seen some significant events on the political front, both at home and overseas. Keep up-to-date with our latest views on the Brexit agreement and the US S...
The Week: Will the SFDR change the world?
A new raft of EU disclosure requirements on sustainability are in the offing. What are the implications for investors?
Adviser-Hub 13th Jan 2021
The Week: Muted reaction to eleventh-hour Brexit deal
After considerable wrangling, the UK and EU have finally agreed a deal. Why aren’t financial markets more excited?
Adviser-Hub 6th Jan 2021
Global update: Shares advance on vaccine optimism
After a tumultuous year in which the coronavirus pandemic gripped the world, many major stock markets ended 2020 in positive territory.
Adviser-Hub 5th Jan 2021
Baillie Gifford | Scottish Mortgage – Invest in Progress
Joint managers of Scottish Mortgage Investment Trust discuss the impact of companies leading fundamental change in industry, the economy and society.
Baillie Gifford 22nd Dec 2020
Outlook 2021 - Seizing the new reality
Discover the latest thinking from our investment team as our CIOs and portfolio managers discuss the big factors and themes that will drive returns across the world’s major asset classes in 2021.
Fidelity International 16th Dec 2020
Value and the vaccine
The gap between value stocks and growth stocks has never been bigger. However, we have recently seen some temporary rotations into value as markets were cheered by vaccine breakthroughs - seen as a vi...
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