The Week: Reasons to be cheerful 2019
2018 hasn’t been a classic year in markets, here are a number of reasons why investors can look forward to 2019 with more enthusiasm.
Adviser-Hub 20th Dec 2018
The Yield Curve: Economic Outlook for 2019
The yield curve gap has been a powerful and accurate predictor of recessions over the last 40 years. This month, we examine the recent movements in the yield curve and the implications of the shape of...
Adviser-Hub 19th Dec 2018
Fidelity International | Hold on to your hat
Politics and economics are so often closely tied together, and Bill McQuaker, Portfolio Manager of the Fidelity Multi Asset Open range, believes that 2019 will be no different. Hear how policy makers...
Fidelity International 19th Dec 2018
Fidelity International | Navigating the shifting sands in 2019
Eugene Philalithis is not forecasting a recession in 2019, but he is positioning for a more volatile year ahead. Hear where he believes it will be necessary to reduce risk and where pockets of value m...
Fidelity International 18th Dec 2018
Asian Japan markets review: Japan faces economic headwinds in 2019
Japan’s economy contracted at an annualised rate of 2.5% during the third quarter of 2018, compared with an earlier calculation of -1.2%. Activity was curtailed during the year by a series of natural...
Adviser-Hub 18th Dec 2018
Emerging markets review: Emerging markets underperform over 2018
Emerging markets performed better than broader world markets during December, but underperformed global markets over 2018. Following a protracted war over trade tariffs, China and the US finally agree...
Europe market review: EU initiates Brexit contingency measures
Despite concerns that the eurozone’s economic expansion is showing signs of faltering, the European Central Bank confirmed that its programme of quantitative easing measures was ending at the...
Global bond market review: Rising risks to sovereign ratings
After a challenging 2018, risks to sovereign ratings are set to intensify in 2019. According to credit ratings agency Fitch, global financial conditions are tightening, political and geopolitical f...
UK bond market review: Choppy December for UK gilt yields
UK government bonds endured a choppy December as investor sentiment was dictated by Brexit and mounting fears of a no-deal scenario. Parliament was scheduled to hold a “meaningful vote”...
Adviser-Hub 17th Dec 2018
UK equity market review: Mounting fears of a no-deal Brexit
Newsflow and investor sentiment were dominated by Brexit in December. Having managed to agree a Brexit deal with the EU in November, Prime Minister Theresa May later took the controversial decision...
UK equity income market review: UK equity yields surged over 2018
UK equity markets continued their downward trend into December amid intensifying speculation over the possibility of a no-deal Brexit. Although the government managed to reach an agreement with the...
Fidelity International | Looking globally in 2019
Jeremy Podger, Portfolio Manager of Fidelity Global Special Situations Fund explains why 2019 has the potential to be a good year for equities. Against a backdrop of volatility, he outlines the pocket...
Fidelity International 12th Dec 2018
Fidelity International | Late cycle investing in 2019
Sajiv Vaid, Portfolio Manager of the Fidelity MoneyBuilder Income Fund, gives his outlook for bond markets in 2019. He explains where he is seeing pockets of value emerging in the asset class and remi...
Fidelity International 11th Dec 2018
From tailwinds to headwinds: A new market regime
Explore our 2019 Investment Views, with expert analysis, asses class by asset class, to equip you with insight into what could lie ahead.
Ninety One 11th Dec 2018
Fidelity International | Don’t wait for good news to buy UK equities
As a contrarian, the unrelenting negativity towards the UK equity market is making Fidelity Special Situations Fund Manager Alex Wright feel more positive on the prospects for the year ahead. Hear why...
Fidelity International 10th Dec 2018
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