Adviser-Hub articles

ninone_cash7224a Partner Zone

Cash, short-maturity gilts and bonds – time for something different

As some investors start to see their short-duration gilts mature, Ninety One Diversified Income Fund Portfolio Manager Jason Borbora-Sheen discusses what they should think about next.

Ninety One 7th Feb 2024

ninone_pict Partner Zone

Picture this: cheap but not entirely cheerful

Loan market valuations look attractive, but beware pockets of weakness.

Ninety One 7th Feb 2024

Market Updates

Global updates: “The clouds are beginning to part”

The International Monetary Fund believes “the clouds are beginning to part” and expects the global economy to achieve a soft landing, underpinned by lower inflation and steady growth.

Adviser-Hub 7th Feb 2024

Market Updates

UK market review: Setback for rate-cut hopes

Share prices fell during January as an unexpected uptick in the rate of UK consumer price inflation dampened optimism over the likelihood of interest rate cuts.

Adviser-Hub 7th Feb 2024

Market Updates

Market briefings looking back at January

A selection of articles, written by our expert investment writers that cover the markets looking back through January.

Adviser-Hub 7th Feb 2024

Analysis & Opinion

The Week: Not so magnificent?

Markets are becoming more discerning. Even some of the technology giants are being re-examined as the focus on fundamentals increases.

Adviser-Hub 7th Feb 2024

Partner Zone

Baillie Gifford Managed Fund: 5 burning questions on developed Asia

Why invest in economies such as Australia and Japan? Investment manager Iain Campbell explains.

Baillie Gifford 6th Feb 2024

fil_cleanengya Analysis & Opinion

Will clean energy stocks make a come back in 2024?

Fidelity clean energy analyst Paul Gooden examines why 2024 could see a resurgence in the strength of clean energy stocks and where opportunity may emerge.

Fidelity International 6th Feb 2024

Podcast

Baillie Gifford | The essential ingredients of growth

Baillie Gifford partner Tim Garratt highlights three traits for the companies set to flourish in the years ahead: real-world problem solving, financial discipline and adaptability.

Baillie Gifford 5th Feb 2024

Business Toolkit

Update: ‘Replacement’ of the lifetime allowance

Following an initial Policy Paper and a Draft Finance Bill issued last summer – and a resulting consultation period – further draft legislation was released in November 2023.

Fidelity Adviser Solutions 5th Feb 2024

hub-exclusives-banner-alternatives-32 Analysis & Opinion

Reassurance and revelations: the 2023 Schroders Adviser Survey

Schroders’ 2023 Adviser Survey highlights some of biggest threats and opportunities for advisers in 2024.

Adviser-Hub 2nd Feb 2024

Analysis & Opinion

The Week: Prosperity in the year of the dragon?

As China welcomes its new year, will it bring better fortune for its stock market?

Adviser-Hub 1st Feb 2024

fil_homebiasa Analysis & Opinion

Is home bias always desirable?

Chris Forgan, portfolio manager of Fidelity’s Multi Asset Allocator range, explains why home bias can act as a hindrance rather than a help in static allocation portfolios.

Fidelity International 1st Feb 2024

cg_roblvlacea Analysis & Opinion

What’s in store for 2024

Capital Group’s Rob Lovelace offers his view on where markets are headed, the rise of the Magnificent Seven, the interest rate environment, and select investment themes driving his portfolio...

Capital Group 1st Feb 2024

Analysis & Opinion

Remaining optimistic on emerging markets

FSSA Investment Managers outline the challenges for emerging markets, but remain optimistic for 2024.

FSSA Investment Managers 1st Feb 2024

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