Resilience amid uncertainty
Fidelity Global Dividend Fund portfolio manager Dan Roberts sets out the case for focusing on quality and sustainable businesses in 2021 to produce resilient and growing income streams. He also discus...
Fidelity International 14th Jan 2021
Chinese consumption: accelerating and evolving
Consumer behaviour patterns are shifting online globally and nowhere is this more pervasive than in China. Hyomi Jie, portfolio manager of the Fidelity China Consumer Fund, discusses how the digitisat...
The macro view
The opening days of the new year have already seen some significant events on the political front, both at home and overseas. Keep up-to-date with our latest views on the Brexit agreement and the US S...
The Week: Will the SFDR change the world?
A new raft of EU disclosure requirements on sustainability are in the offing. What are the implications for investors?
Adviser-Hub 13th Jan 2021
The Week: Muted reaction to eleventh-hour Brexit deal
After considerable wrangling, the UK and EU have finally agreed a deal. Why aren’t financial markets more excited?
Adviser-Hub 6th Jan 2021
Global update: Shares advance on vaccine optimism
After a tumultuous year in which the coronavirus pandemic gripped the world, many major stock markets ended 2020 in positive territory.
Adviser-Hub 5th Jan 2021
Baillie Gifford | Scottish Mortgage – Invest in Progress
Joint managers of Scottish Mortgage Investment Trust discuss the impact of companies leading fundamental change in industry, the economy and society.
Baillie Gifford 22nd Dec 2020
Outlook 2021 - Seizing the new reality
Discover the latest thinking from our investment team as our CIOs and portfolio managers discuss the big factors and themes that will drive returns across the world’s major asset classes in 2021.
Fidelity International 16th Dec 2020
Value and the vaccine
The gap between value stocks and growth stocks has never been bigger. However, we have recently seen some temporary rotations into value as markets were cheered by vaccine breakthroughs - seen as a vi...
China Stewardship Report 2020
When it comes to China, some may picture a freewheeling market that is dominated by retail investors. But as foreign participation increases, we are seeing more focus on stewardship and engagement. We...
The outlook for UK credit
Fixed income portfolio managers Sajiv Vaid and Kris Atkinson outline why they believe sterling investment grade still sits in the sweet spot for income-seekers. However, with the broader market no lon...
The Week: The investment lessons we learned in 2020
2020 was a difficult year, but investors shouldn’t waste the opportunity to learn from it. A crisis may be painful, but it can help create better investors.
Adviser-Hub 16th Dec 2020
US market review: US share prices reach new highs
Share prices surged in the US during November, driven up by significant progress in Covid-19 vaccine developments.
Adviser-Hub 15th Dec 2020
UK equity income market review: A tough Q3 for UK dividends
UK share prices surged and yields fell during November as investors became increasingly optimistic over prospects for economic recovery.
UK equity market review: UK equities rally in November
UK share prices rose strongly during November, driven up by mounting optimism over the development of Covid-19 vaccines and hopes that a Brexit trade deal will be reached.
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