US market review: Partial shutdown for the US government
Although US equity markets hit record highs during 2018, they ended the year in negative territory, pulled down by concerns over trade tensions, rising interest rates, a partial shutdown of the federa...
Adviser-Hub 10th Dec 2018
Global bond market review: Brexit sentiment drives European bond yields
European government bond yields rose sharply in November on the news that the UK and EU had finally managed to thrash out a Brexit deal.
Adviser-Hub 7th Dec 2018
Asian Japan markets review: Natural disasters dampen Japan’s growth
Japan’s economy shrank during the three months to September, contracting at an annualised rate of 1.2%. Spending and export activity were hampered over the summer by a series of natural disasters.
UK equity income market review: Brexit hangs in the balance
UK share prices fell during November as months of Brexit negotiation between the UK and the EU finally culminated in an agreed deal.
UK bond market review: Brexit: decision time
UK government bonds and the pound remained hostages to Brexit in November as the UK finally agreed a Brexit deal with the EU.
Global update: Deal or no deal … or no Brexit at all?
Months of Brexit speculation and uncertainty came to a head in November as the UK and the EU finally succeeded in reaching a Brexit deal.
Europe market review: Italy remains defiant
Brexit moved closer to a resolution during November as the EU and UK reached agreement on a deal; however, there are considerable doubts whether the deal will be ratified by the UK Parliament.
Emerging markets review: Investors hope for trade resolution at G20
Emerging markets generally performed more strongly than the broader global equity market during November, boosted by hopes that the US and China might resolve their ongoing trade dispute at the G20 su...
Market briefings looking back at November
A selection of articles, written by our expert investment writers, covering the markets looking back through November.
The Week: Is value back for good?
It is almost a decade since value investing was in the ascendancy, yet the past couple of months have seen a snap-back for the strategy. Can it last?
Adviser-Hub 6th Dec 2018
Fidelity International | Leveraging litigation; the story of Burford
Burford Capital’s complex litigation financing business model meant it was hard for investors to analyse and the opportunity was overlooked by the wider market. Here we reveal the early potential Alex...
Fidelity International 4th Dec 2018
The Week: Santa rally ahead?
November 2018 It’s a festive tradition to discuss the prospects for a ‘Santa rally’ – will markets deliver this year? A Santa rally has happened 84% of the time...
Adviser-Hub 29th Nov 2018
The Week: The value of dividends in a difficult climate
Stock markets may be bouncing around, but it looks like a good year ahead for income seekers as Janus Henderson forecasts record dividends in 2019.
Adviser-Hub 22nd Nov 2018
Fidelity International | Textbook investing: the story of Pearson
Despite being negatively rated by many external agencies, Alex Wright, manager of the Fidelity Special Situations Fund and Fidelity Special Values PLC, believes the market has misread Pearson. In this...
Fidelity International 21st Nov 2018
Geopolitical landscape
Populism, Brexit, the Eurozone: How have Geopolitical risks evolved since the beginning of the year?
Adviser-Hub 16th Nov 2018
Categories
Archives
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
Authors
Tags
Sign up to our Hub News E-Newsletter