Equity markets suggest all is well... but is it really?
Fidelity Multi Asset Open range portfolio managers Chris Forgan and Caroline Shaw explain why they believe a cautious and flexible approach to asset allocation is prudent to navigate what comes nex...
Fidelity International 11th Apr 2024
Global mid-caps: postcard from the USA
abrdn’s Anjli Shah shares insights from her recent trip to the US, including politics, the economy, and companies that impressed.
Aberdeen Investments 11th Apr 2024
Notes from the road: something for everyone in Latin America
Whether it’s the strong structural story of Brazil or the alpha potential from Argentina’s reforming economy, Ninety One’s Nicolas Jaquier finds a compelling case for these two co...
Ninety One 11th Apr 2024
Are investors missing the vulnerabilities in the US economy? – panel discussion video #1
The US economy has gone from strength to strength in spite of higher interest rates. Nevertheless, some vulnerabilities are emerging - from high debt levels, to inflationary pressures. Do investors...
Adviser-Hub 10th Apr 2024
The Week: India: Asia’s great success story
India continues to grow at an impressive pace, but this has been reflected in financial market prices. Are there still opportunities for investors?
Why investors may want to consider moving from cash to corporate bonds
Fidelity explains why a natural first step is short-dated high-quality corporate bonds and then all-maturity corporate bonds once the curve dis-inverts.
Fidelity International 9th Apr 2024
Why China is an allocation still worth making
China is transitioning to a new growth model and, although ongoing headwinds may keep volatility elevated for some time, Fidelity believes an allocation to Chinese equities is still worth making. Fidelity International 9th Apr 2024
China is transitioning to a new growth model and, although ongoing headwinds may keep volatility elevated for some time, Fidelity believes an allocation to Chinese equities is still worth making.
abrdn | The Monthly Macro Outlook Video: Tackling the last mile of inflation
In the Monthly Macro video for March, Luke Bartholomew, Senior Economist, looks at whether the final stage of the battle against inflation will prove to be the hardest.
Aberdeen Investments 9th Apr 2024
Scottish Mortgage: your questions answered
Manager Tom Slater and deputy manager Lawrence Burns discuss buybacks, private companies, portfolio holdings and more, answering questions put to them by shareholders.
Baillie Gifford 9th Apr 2024
Reasons why UK equities could surprise you
Fidelity analyses the potential factors that could drive improved returns from the domestic market and outlines key areas of opportunity among value, quality and dividend stocks across the market c...
Why a multi asset approach can deliver superior income outcomes
Fidelity Multi Asset Income range portfolio manager Talib Sheikh outlines why investors will need to embrace a broader mix of assets to provide the income, capital growth and diversification they n...
UK market review: FTSE ends Q1 in positive territory
Having slipped into recession in the final three months of 2023, the UK economy posted month-on-month growth of 0.2% in January, raising hopes that the economy may be picking up.
Adviser-Hub 8th Apr 2024
Market briefings looking back at March
A selection of articles, written by our expert investment writers that cover the markets looking back through March.
Global updates: Heightened speculation
As expected, the Federal Reserve (Fed) maintained its key federal funds rate at a range of 5.25% to 5.5% in March. Against a backdrop of increasingly heightened speculation over the timing of possi...
Adviser-Hub 5th Apr 2024
The Week: Is the UK economy turning?
The Prime Minister keeps saying that the ‘plan is working’, but are there really signs of a revival in the UK economy?
Adviser-Hub 4th Apr 2024
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