Adviser-Hub articles

Article-Direction-05-smll2024 Market Updates

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_4Dec18.png VIDEO

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

Article-Direction-03-smll2024 Market Updates

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

Article-Chart-01-smll2024 Market Updates

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

FidelityPearsons21Nov18 VIDEO

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

InvestecGeopol13Jul18 Market Updates

Geopolitical landscape

Populism, Brexit, the Eurozone: How have Geopolitical risks evolved since the beginning of the year?

Adviser-Hub 16th Nov 2018

InvestecRisk113Jul18 Market Updates

Risks: Part 1

If bond yields move higher, is this the first domino to go?

Adviser-Hub 16th Nov 2018

InvestecRisk113Jul18 Market Updates

Risks: Part 2

Are we in the most hated bull market of all time?

Adviser-Hub 16th Nov 2018

InvestecRisk113Jul18 Market Updates

Opportunities

Looking through the bad news, opportunities are out there – it’s about picking and choosing your fights.

Adviser-Hub 16th Nov 2018

Investec_AlastairCM25Jul18 Market Updates

Investec Cautious Managed Fund

Watch Portfolio Manager Alastair Mundy’s update on the Fund covering the second quarter of 2018.

Adviser-Hub 16th Nov 2018

Investec_SimonUKA25Jul18 Market Updates

Investec | Investec UK Alpha Fund

Watch Portfolio Manager Simon Brazier’s update on the Fund covering the second quarter of 2018.

Adviser-Hub 16th Nov 2018

Investec_JohnDIF25Jul18 Market Updates

Investec Diversified Income Fund

Watch Portfolio Manager John Stopford’s update on the Fund covering the second quarter of 2018.

Adviser-Hub 16th Nov 2018

Investec_IainMAP25Jul18 Market Updates

Investec | Investec Multi Asset Protector Fund

Watch Portfolio Manager Iain Cunningham’s update on the Fund covering the second quarter of 2018.

Adviser-Hub 16th Nov 2018

Market Updates

A Guide to Defensification

'Defensification' is the holistic investment approach to defensive returns that we apply to the Investec Diversified Income Fund.

Ninety One 16th Nov 2018

Market Updates

A Guide to Defensification Chapter Two

Chapter 2 of Investec Asset Management’s Guide to Defensification see the managers behind the Investec Diversified Income Fund continue to provide insight around their approach to running thi...

Ninety One 16th Nov 2018

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