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...
Adviser-Hub 13th Jul 2018
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
The Week: Will the World Cup boost Russian growth?
Does hosting a major sporting event boost economic growth?
Adviser-Hub 4th Jul 2018
Trade tensions intensify
Financial markets in June were soured by the rapidly deteriorating trade relationship between the US and China. The IMF warned that the US’s aggressive trade strategy risked harming the global economy...
Adviser-Hub 2nd Jul 2018
The Week: Talking bulls
The US bull market is on course to be the longest in history, but that inevitably means it is closer to the end that the beginning. The US bull market has just 53 days left to beat the longest...
Adviser-Hub 28th Jun 2018
The Week: The £100bn opportunity for asset managers
While fund managers scout around for the next big thing, the real answer to increased flows may be right in front of their noses.
Adviser-Hub 21st Jun 2018
Fidelity International | Eugene Philalithis: What I've learned
What I've learned’ is a new video series in which Fidelity portfolio managers share key moments from their personal and professional lives which shaped who they are as investors today. Eugene Philalit...
Fidelity International 21st Jun 2018
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