How Factor Returns have Faded Around the World
The deterioration of factor return premiums is a major worry for smart beta investors. It raises the concern that the back-tested returns of the past will fail to materialise during the life of their...
Various 16th May 2018
The Week: Is disappointing Eurozone economic data a one-off?
Slowing growth, weak retail sales, declining industrial production. No, it’s not the UK, but the Eurozone, which, until recently was the darling of the global economy.
Adviser-Hub 10th May 2018
Secular stagnation? Or the optimistic view?
By Peter Elston, Chief Investment Officer, Seneca Investment Managers Since the Great Financial Crisis, a period during which the developed world has struggled to grow, there has been much talk abo...
Adviser-Hub 8th May 2018
Helping you to communicate better with your clients
Client communication is arguably one of the most important parts of your role as a financial adviser. Yet, with little time to spare, client contact can sometimes be left by the wayside. This is where...
Why everyone loves UK companies except UK investors
Corporate buyers can’t get enough of UK assets, so why are investors so pessimistic? The Sainbury’s/Asda tie up shows demand for UK assets among corporate buyers This is in contras...
Corporate activity grips UK markets
April 2018 Despite ongoing Brexit-related uncertainties and fresh political instability in the UK, newsflow during April was dominated by a wave of corporate activity. Elsewhere, the ECB reassured...
Adviser-Hub 1st May 2018
The Week: Is the market peak behind us?
At the recent Jupiter annual dinner, two fund managers debated whether the markets peaked on 26 January.
Adviser-Hub 26th Apr 2018
The Week: Is there value in UK assets?
Global investors shun the UK, while canny corporate buyers are taking an interest. Who is right?
Adviser-Hub 19th Apr 2018
Fidelity International | Experience counts at the end of the market cycle
Paulleeta Haggith, Manager Research Analyst takes a look at the robust investment process behind the IVI European Fund and discusses why their experienced, active investment proposition really stands...
Fidelity International 19th Apr 2018
Video: A clear-cut future for markets?
Bill McQuaker takes a look at the triggers behind the recent turning point in markets and gives an update on the range, explaining how he’s positioning for a potentially bumpier ride. Watch h...
Fidelity International 18th Apr 2018
Asian Japan markets review: Yen spikes in March
President Trump’s proposed trade tariffs on steel and aluminium knocked investor sentiment in Asia during March, amid fears of a trade war.
Adviser-Hub 17th Apr 2018
Europe market review: Europe reacts to a possible trade war
European markets were rattled during March over the prospect of a possible trade war with the US following President Donald Trump’s decision to impose a 25% levy on steel imports and a 10% le...
UK share prices knocked by trade war concerns
In common with other major equity markets around the world, UK share prices declined during March.
Global bond market review: High demand for safe-haven assets
Government bond prices generally rose in March as investors faced the possibility of a trade war.
Emerging markets review: Looming trade war knocks sentiment
China’s relationship with the US deteriorated during March following President Donald Trump’s decision to impose a series of new tariffs intended to safeguard US interests.
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