Global bond market review: Rising demand for “safe havens”
June 2018 Demand for investments perceived to be “safe havens” – such as US Treasury Bonds, the Japanese yen and the Swiss franc – was boosted during the month by concerns o...
Adviser-Hub 16th Jul 2018
US market review: “Losers on both sides”?
June 2018 Trade dominated newsflow and sentiment in the US during June. Investors endured a lacklustre month as financial markets reacted to the latest moves from the US Government and its key trad...
UK equity market review: “Cards on the table”
June 2018 UK equity markets were blighted during June by Brexit, amid rising concerns over the UK’s lack of progress as the deadline moves closer. EC President Donald Tusk called on the UK to...
UK equity income market review: Brexit continues to cast a shadow
June 2018 Although escalating trade tensions dominated global investor sentiment in June, the UK also had to contend with Brexit-related issues against a backdrop of criticism over the Government&r...
UK bond market review: UK rates to rise in August?
June 2018 June proved to be another uneven month for UK government bonds. Investor sentiment was at the mercy of macroeconomic factors, from US President Donald Trump’s introduction of puniti...
Adviser-Hub 13th Jul 2018
Europe market review: ECB unlikely to raise rates before summer 2019
June 2018 Although the eurozone’s rate of inflation has moved closer to target, the ECB does not expect to tighten interest rates until “at least through the summer of 2019”. Else...
Emerging markerts review: Sino-US relations continue to sour
June 2018 June proved to be a challenging month for emerging market investors as trade tensions between the US and China continued to escalate. Following US President Donald Trump’s decision...
Asian Japan Markets Review: Trade wars cloud the outlook for exporters
June 2018 Escalating trade wars between the US and some of the world’s largest economies have raised fears that new trade tariffs could undermine the economies of major exporting nations in A...
Investec | Opportunities
Looking through the bad news, opportunities are out there – it’s about picking and choosing your fights.
Ninety One 13th Jul 2018
Investec | Risks: Part 2
Are we in the most hated bull market of all time?
Investec | Risks: Part 1
If bond yields move higher, is this the first domino to go?
Investec | Geopolitical landscape
Populism, Brexit, the Eurozone: How have Geopolitical risks evolved since the beginning of the year?
Fidelity International | Finding hidden income
Eugene Philalithis, portfolio manager of the Multi Asset Income range explains why he's looking at loans as a diversified source of income and how he's reducing risk in the portfolio in order to navig...
Fidelity International 12th Jul 2018
The Week: The US: how long can the party last?
The US market has been labelled over-valued, over-concentrated and over-indebted, but still it continues to rise. What might disrupt its trajectory?
Adviser-Hub 12th Jul 2018
Why Do Factor Returns Exist?
The reasons for the existence of factor premiums is hotly debated. Those in the mispricing camp believe that factor premiums exist because investors misprice stocks, while those in the risk-based camp...
Adviser-Hub 11th Jul 2018
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