The Week: La Dolce Vita?
Markets have been soothed by Italy’s apparently successful bond auction. Are they too quick to revert to business as usual?
Adviser-Hub 31st May 2018
Fidelity International | From unloved to recovery; the secrets of Alex Wright’s success
In this short video, Fidelity Special Situations Fund Manager Alex Wright, FE Alpha Manager of the Year 2017, reveals his contrarian value investment philosophy and three stage investment cycle. His d...
Fidelity International 29th May 2018
The Week: Is there any hope for the High Street?
t was another grim week for the UK high street. M&S looks set to tumble out of the FTSE 100 as it announced falling profits.
Adviser-Hub 24th May 2018
Market briefings looking back at April
A selection of articles, written by our expert investment writers that cover the markets looking back through April.
Adviser-Hub 23rd May 2018
US market review: Strong beginning to the Q1 earnings season
April 2018 Strong first-quarter earnings reports provided a boost for investors who have been distracted by ongoing political developments and concerns over possible trade wars. Of the companies th...
Adviser-Hub 22nd May 2018
UK equity market review: Corporate activity dominates the FTSE 100
April 2018 UK markets in April were notable for a flurry of corporate activity that was concentrated in the FTSE 100 Index, and large companies generally outperformed their medium-sized counterpart...
UK bond market review: UK economic growth disappoints
April 2018 Mounting speculation over inflation drove up government bond yields around the world in the middle of April, and the benchmark UK gilt yield closed as high as 1.54% during April. Sterlin...
Global bond market review: 10-year Treasury bond yields breach 3%
April 2018 The ten-year US Treasury Bond yield rose above 3% for the first time since 2011 during April, stoked by mounting concerns over the outlook for inflation. The price of oil continued to cl...
Europe market review: ECB remains supportive
April 2018 During April, the ECB confirmed that it would continue with its planned programme of monthly bond purchases until the end of September, and that asset purchases would carry on beyond thi...
Adviser-Hub 21st May 2018
Emerging markets review: Oil price continues its rise
April 2018 China posted encouraging annualised economic growth of 6.8% during the first three months of the year, beating the official target of “around 6.5%”. Nevertheless, there are p...
Asian Japan markets review: Ongoing concern over trade tensions
April 2018 Confidence amongst large Japanese manufacturers deteriorated during the first quarter of 2018, according to the Bank of Japan’s (BoJ’s) quarterly Tankan survey. Meanwhile, Ja...
The Week: Curtains for emerging markets?
Emerging markets currencies and government bonds have seen an uncomfortable sell-off in recent weeks. Will it endure?
Adviser-Hub 17th May 2018
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
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