Europe market review: Italy remains defiant
Brexit moved closer to a resolution during November as the EU and UK reached agreement on a deal; however, there are considerable doubts whether the deal will be ratified by the UK Parliament.
Adviser-Hub 7th Dec 2018
Emerging markets review: Investors hope for trade resolution at G20
Emerging markets generally performed more strongly than the broader global equity market during November, boosted by hopes that the US and China might resolve their ongoing trade dispute at the G20 su...
Market briefings looking back at November
A selection of articles, written by our expert investment writers, covering the markets looking back through November.
The Week: Is value back for good?
It is almost a decade since value investing was in the ascendancy, yet the past couple of months have seen a snap-back for the strategy. Can it last?
Adviser-Hub 6th Dec 2018
Fidelity International | Leveraging litigation; the story of Burford
Burford Capital’s complex litigation financing business model meant it was hard for investors to analyse and the opportunity was overlooked by the wider market. Here we reveal the early potential Alex...
Fidelity International 4th Dec 2018
The Week: Santa rally ahead?
November 2018 It’s a festive tradition to discuss the prospects for a ‘Santa rally’ – will markets deliver this year? A Santa rally has happened 84% of the time...
Adviser-Hub 29th Nov 2018
The Week: The value of dividends in a difficult climate
Stock markets may be bouncing around, but it looks like a good year ahead for income seekers as Janus Henderson forecasts record dividends in 2019.
Adviser-Hub 22nd Nov 2018
Fidelity International | Textbook investing: the story of Pearson
Despite being negatively rated by many external agencies, Alex Wright, manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC, believes the market has misread Pearson. In this...
Fidelity International 21st Nov 2018
Geopolitical landscape
Populism, Brexit, the Eurozone: How have Geopolitical risks evolved since the beginning of the year?
Adviser-Hub 16th Nov 2018
Risks: Part 1
If bond yields move higher, is this the first domino to go?
Risks: Part 2
Are we in the most hated bull market of all time?
Opportunities
Looking through the bad news, opportunities are out there – it’s about picking and choosing your fights.
Investec Cautious Managed Fund
Watch Portfolio Manager Alastair Mundy’s update on the Fund covering the second quarter of 2018.
Investec | Investec UK Alpha Fund
Watch Portfolio Manager Simon Brazier’s update on the Fund covering the second quarter of 2018.
Investec Diversified Income Fund
Watch Portfolio Manager John Stopford’s update on the Fund covering the second quarter of 2018.
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