Is UK value back?
Alex Wright, portfolio manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC, outlines why the recent rally in UK value stocks and sectors could be just the start of a sustai...
Fidelity International 26th Apr 2021
Baillie Gifford | Scottish Mortgage – The Next Generation of Winners
Tom Slater, joint manager of Scottish Mortgage Investment Trust, stakes his claim with the industries he thinks the big winners of the future will come from.
Baillie Gifford 23rd Apr 2021
Macro outlook
As we move through the second quarter of the year, the global recovery continues apace, although volatility and ‘mini tantrums’ are testing central bank credibility. Against this backdrop, our Global...
Fidelity International 23rd Apr 2021
The Week: Diminishing rewards for taking risk
The potential rewards for taking investment risk are falling: should investors be concerned about rising asset prices?
Adviser-Hub 22nd Apr 2021
Market briefings looking back at March
A selection of articles, written by our expert investment writers that cover the markets looking back through March.
Adviser-Hub 21st Apr 2021
The weak spots in adviser ESG strategies: Do advisers have the tools to build a balanced portfolio?
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...
How Covid has transformed investing
If the pandemic has changed how we work, play and live – what has been the impact on the way we invest?
US market review: Biden signs Covid Relief Bill into law
Investor sentiment in the US was buoyed during March as President Biden’s American Rescue Plan was approved and signed into law.
Adviser-Hub 20th Apr 2021
UK equity income market review: Equity income expected to pick up in 2021
UK share prices continued to improve during March as investors drew encouragement from the continued successful rollout of the Covid-19 vaccination programme across the country.
UK equity market review: Vaccine optimism gains traction
As coronavirus infection rates in the UK continue to subside and the vaccination programme expands, there is “light at the end of the tunnel” according to BoE Governor Andrew Bailey.
UK bond market review: 19% of the UK workforce remains on furlough
Improving investor confidence, underpinned by the ongoing rollout of Covid-19 vaccines, pushed the yield on the benchmark UK government bond to its highest level in almost two years during March.
Global bond market review: Growth hopes drive up yields
Global bond yields continued to rise throughout March as expectations for economic growth and inflation were bolstered by the global Covid-19 vaccination rollout and the passing of US President Joe Bi...
Europe market review: European investors shrug off third wave
Share prices in Europe generally strengthened during March, despite concerns over the slow rollout of the coronavirus vaccine and worries about a third wave of Covid-19 infections sweeping across the...
Emerging markets review: China eyes 6% GDP growth for 2021
Having scrapped its GDP target last May in response to the Covid-19 pandemic, China announced that it aims to achieve economic growth in excess of 6% in 2021.
Asia Japan market review: Asia set to benefit from US stimulus
The Asia Pacific region is set to benefit from a stronger global recovery, according to S&P Global Ratings.
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