China takes a breather
Chinese equities have been caught in the storm of the reflation trade, with rising US real rates putting pressure on equity market valuations. While this dynamic may continue in the near-term, we outl...
Fidelity International 17th Mar 2021
US market review: Rising speculation over inflation
Having reached a fresh all-time high in the middle of February, the technology-rich Nasdaq Index fell towards the end of the month.
Adviser-Hub 16th Mar 2021
UK equity income market review: Banks resume dividend payouts
During February, investment sentiment was buoyed by significant progress in the UK’s vaccination programme, followed by confirmation that lockdown measures are set to be eased from March onwards.
UK equity market review: The end of lockdown beckons
UK investor sentiment was boosted in February by evidence that the UK’s Covid-19 vaccination programme is progressing well: more than 20 million people had received their first jab by the end of the m...
The right tools: is it possible to build a balanced ESG portfolio?
Just in case anyone still thought that ESG was a fad, 2020 showed otherwise.
Market View: A year in a bubble
As Google search trends for “stock market bubble” reach record levels, Fidelity Global Special Situations Fund Portfolio Manager Jeremy Podger examines the current state of markets
Fidelity International 12th Mar 2021
Baillie Gifford | Manager Insights
Hear from Steven Hay and Iain McCombie, investment managers from Baillie Gifford’s Managed Fund, as they reflect on 2020 and look forward to what’s to come.
Baillie Gifford 11th Mar 2021
The Week: The fixed income reckoning
The year has started badly for fixed income, but ultimately, it may bring greater opportunity as yields rise.
Adviser-Hub 10th Mar 2021
An acceleration of megatrends
Amid all the uncertainty of 2020, what does this mean for Baillie Gifford’s American Fund? Read the latest issue of Enlightenment, Baillie Gifford’s funds magazine.
Baillie Gifford 9th Mar 2021
Increase to the NMPA: a brief examination of the consultation paper
The Government has recently reaffirmed its intention to increase the normal minimum pension age (NMPA) from 55 to 57 from 6 April 2028. Paul Kennedy, FundsNetwork's tax expert, takes a look at some sa...
Fidelity Adviser Solutions 8th Mar 2021
The Week: Will listings shake-up draw businesses to the UK?
The Hill Review recommends changes to the UK listing rules. It may help shake off the fuddy-duddy reputation of UK markets.
Adviser-Hub 3rd Mar 2021
Global update: Concerns grow over inflation
Although most major equity indices ended February in positive territory, the month finished on a question-mark.
Will the SFDR fill advisers’ ESG gaps?
New legislation due to come into effect in March promises to pave the way for better reporting and disclosure of ESG risks.
Adviser-Hub 25th Feb 2021
The Week: All change for fixed income
It’s starting to get nasty in fixed income markets, with yield rising and prices tumbling. Is this the moment the ‘lower for longer’ trade finally comes to an end?
Adviser-Hub 24th Feb 2021
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