Global bond market review: Trade conflicts driven down yields
Bond yields fell during May as the trade conflict between the US and China took an unexpected turn.
Adviser-Hub 12th Jun 2019
UK bond market review: Brexit worries fuel demand for gilts
Amid rising speculation over the likelihood of a no-deal Brexit, gilt prices surged and yields plummeted in May as investors scrambled for investments perceived to be safe havens.
UK equity income market review: Brexit drives up equity yields
UK share prices fell during May as Prime Minister Theresa May announced that she would be standing down.
UK equity market review: Brexit tensions intensify in May
Escalating political upheaval knocked investors’ confidence in May, and share prices suffered.
US market review: The “Tariff Man” strikes again
Having hit new highs during April, share prices plummeted in May as the trade war between the US and China took an unexpected turn.
Market briefings looking back at May
A selection of articles, written by our expert investment writers that cover the markets looking back through May.
Head in the cloud
Reflecting on his future-gazing session in Seattle with Jeff Bezos, Tom Slater considers the fast-growing Cloud business Amazon Web Services.
Baillie Gifford 10th Jun 2019
Streaming the future
Tom Slater on tomorrow’s opportunities Following a meeting with Amazon boss Jeff Bezos in Seattle, Tom Slater considers the online giant’s prospects in the changing world of new media....
Solving the Investment Puzzle
For over 30 years, the Baillie Gifford Managed Fund has exemplified that sometimes the simplest solutions can be very successful. Iain McCombie and Steven Hay explain how the fund can help you solve t...
Baillie Gifford 7th Jun 2019
America’s China Challenge – Read the Latest Issue of Baillie Gifford’s Enlightenment magazine
US companies are under pressure from Chinese rivals looking to dominate their home market and satisfy global ambitions. Read about this and more in the latest issue of Enlightenment, the funds magazin...
The Week: Woodford: bad for him, bad for the industry
Many column inches have already been devoted to the Neil Woodford saga, but make no mistake, it is vitally important for investors to take some lessons from the downfall of ‘the greatest investor of h...
Adviser-Hub 6th Jun 2019
Global update: US/China trade war escalates
Prime Minister Theresa May finally announced that she was resigning as leader of the Conservative Party on 7 June. Her decision triggered a leadership contest alongside rising concerns over the possib...
Adviser-Hub 4th Jun 2019
Alexa - how big can you get?
When Tom Slater met Jeff Bezos in Seattle recently, the Amazon CEO explained how little he cared about daily market news. Better, he said, to spend his time “living in the future … a wonderful place”.
Baillie Gifford 4th Jun 2019
The Week: A revival in Japan?
Against all expectations, the Japanese economy grew at robust pace of 2.1% in the first quarter of 2019.
Adviser-Hub 30th May 2019
What next for Brexit?
After months of political wrangling over Brexit, Prime Minister Theresa May announced that she would stand down as leader of the Conservative Party.
Adviser-Hub 28th May 2019
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