Investment Commentary

Investment news for Financial Advisers and Paraplanners - Baillie Gifford: Finding Explosive Growth in Asia
January 21 2020
Baillie Gifford investment managers Roderick Snell and Ewan Markson-Brown discuss the best ways to unleash the potential of Asia in your portfolio. more...

Investment news for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: Investment Themes
January 21 2020
In our latest Investment Themes video, William Davies, Chief Investment Officer, EMEA, discusses: The rise of electric vehicles Japan and its changing demographics The future for China Recession fears Equities versus credit in 2020 more...

Investment news for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: 2020 – the year of excitement?
January 21 2020
We are threatened with excitement in 2020, from civil unrest and ongoing trade wars to political upheaval and market volatility. We believe global economic expansion will continue at a slower, less even pace across regions. Against this backdrop of continued low growth, low interest rates and low inflation, we are aiming to tread a narrow path that balances risks to the upside – such as a sudden acceleration in growth – with risks to the downside, including the threat of a deeper recession. Our global approach and research intensity amid such an environment sees us well-positioned to navigate these macro and market movements. more...

Investment news for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: Bringing our expertise to long-leased real estate
January 20 2020
In a low-yield environment, investors seeking to de-risk their portfolios are increasingly turning to alternative assets offering attractive risk-adjusted returns over gilts and inflation. The case for real estate-backed solutions within matching portfolios is well established, and our combined property and credit capabilities – and consistent investment approach – are well suited to provide value to clients from this asset class. more...

Investment news for Financial Advisers and Paraplanners - Baillie Gifford: James Anderson on the Imperatives of Growth Investing
January 19 2020
James Anderson of Scottish Mortgage Investment Trust discusses why we need to embrace risk and volatility to achieve long-term rewards. more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Spot the difference
January 19 2020
2019 started with the glass half empty and ended with the glass half full. Then markets were jolted by a US missile attack as the new year began, and chief investment officer Julian Chillingworth ponders whether recent positive signs can become lasting trends in 2020. more...

Investment news for Financial Advisers and Paraplanners - FundsNetwork's tax year end material to help client discussions
January 14 2020
To help you plan and implement campaigns during this key period, FundsNetwork's tax year end hub brings together a whole range of material to support your activity and client discussions. more...

Investment news for Financial Advisers and Paraplanners - M&G: Trading places: battle of the superpowers
January 14 2020
Equity markets were surprisingly upbeat in 2019, despite slowing economic growth, ongoing trade disputes and geopolitical tension. Can markets deliver again in 2020? Investment Specialist, Kirsty Clark reviews the ‘Phase one’ US-China trade agreement and looks at how markets could react in 2020. more...

Investment Webcast for Financial Advisers and Paraplanners - M&G Webcasts: Richard Woolnough's outlook for 2020
January 14 2020
Watch our latest webcast with Richard Woolnough, Fund Manager of the M&G Optimal Income Fund, as he reflects on the opportunities and challenges for global fixed income in 2020. more...

Investment news for Financial Advisers and Paraplanners - Invesco: Investment outlooks 2020
January 9 2020
Invesco’s investment teams from around the globe outline their expectations for 2020 to help investors plan for the coming year, wherever the markets take us. more...

Investment news for Financial Advisers and Paraplanners - Baillie Gifford: Boss Class
January 9 2020
The best European companies are those whose management think hardest about securing future growth, says Stephen Paice of Baillie Gifford’s European Fund. Read more in Enlightenment, Baillie Gifford’s digital funds magazine. more...

Investment commentary for Financial Advisers and Paraplanners - Square Mile Research: Broomer's Blog - Outlook December 2019
January 9 2020
Recession risk remains heightened though the odds of one forming have dropped as the economic data shows signs of stabilising. Read the latest thoughts from Jason Broomer, Head of Investment. more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: 2020: the year ahead. Maybe?
January 9 2020
Our head of multi-asset investments, David Coombs, consults the tea leaves as he prepares for a new decade. more...

Investment news for Financial Advisers and Paraplanners - Rfolios Weekly Broadcast
January 7 2020
How did markets around the world fare in 2019? With fears of further US interest rate rises, the economic slowdown in China and a potential trade war in the mix in late 2018, the economic outlook for 2019 wasn’t bright. more...

Investment news for Financial Advisers and Paraplanners - Baillie Gifford: James Anderson on the Imperatives of Growth Investing
January 6 2020
James Anderson of Scottish Mortgage Investment Trust discusses why we need to embrace risk and volatility to achieve long-term rewards. more...

Investment news for Financial Advisers and Paraplanners - Baillie Gifford: The Digital Archipelago
January 6 2020
Two of Southeast Asia’s biggest nations are following china into rapid tech-led growth says Ewan Markson-Brown, co-manager of Baillie Gifford’s Pacific Fund. more...

Investment News for Financial Advisers & Paraplanners - Square Mile Research: A Spotlight On: First State Greater China Growth Fund
December 30 2019
An attractive long-term option for investors seeking exposure to the Greater China region. View the talking factsheet for the First State Greater China Growth Fund more...

Investment News for Financial Advisers & Paraplanners - M&G: Investment outlook: What awaits us in 2020?
December 17 2019
In this short video, hear M&G fund managers Stefan Isaacs, Tristan Hanson and Michael Bourke discuss where they see challenges and opportunities for investors in the New Year. more...

Investment News for Financial Advisers & Paraplanners - Invesco: General Election 2019: What now?
December 16 2019
The election is over and the results are in – a Conservative majority. But what could we expect looking ahead? more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Sleepless in Harwich
December 12 2019
Two times a dad, our multi-asset investment specialist Craig Brown is finding it hard to learn old lessons. Like with investments, sometimes it’s painful when you just can’t leave things be… more...

Investment News for Financial Advisers & Paraplanners - Celebrating two years of infrastructure investing
December 12 2019
The M&G Global Listed Infrastructure Fund has recently celebrated its two year anniversary. The fund, which is managed by Alex Araujo, launched in October 2017 to give investors access to the compelling investment characteristics of long-life infrastructure assets. more...

Investment news for Financial Advisers and Paraplanners - M&G: Opportunities in infrastructure investing
December 9 2019
At M&G we look beyond the large assets that have obvious physical footprints, to the hidden infrastructure facilitating our increasingly digital world. In this short video fund manager, Alex Araujo, looks at the opportunities that evolving infrastructure provides investors, as well as M&G’s approach to investing in this asset class. more...

Investment commentary for Financial Advisers and Paraplanners - Oh Jeremy Corbyn 2.0: a more radical manifesto
December 9 2019
Our first Oh Jeremy Corbyn report at the last election expressed the view that Labour’s 2017 manifesto was not radical, despite the proclamations of Mr Corbyn’s acolytes. It was definitely populist, and clearly leftist, but there was no single policy that alone should have made capital run for the hills. more...

Investment commentary for Financial Advisers and Paraplanners - Invesco: The Streaming Wars
December 9 2019
As competition for streaming services increase, fixed income credit analyst Ed Craven gives his view on the likely winners and losers. more...

Investment news for Financial Advisers and Paraplanners - M&G: 2020 outlook – hidden in plain sight
December 9 2019
Equity markets have remained relatively resilient year to date, despite investors facing multiple headwinds. In this month’s video, Investment Director, Ritu Vohora takes a look back at the factors that characterised the landscape in 2019, and also looks ahead at what could influence markets in 2020. more...

Investment news for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: Why measuring the output gap supports our asset allocation
December 3 2019
Changes in our high frequency measure of the US output gap track accurately changes in the Fed Funds rate. This relationship highlights that the market currently prices a continuation of downward inflationary pressures, over and above what the Fed expects. This supports our asset allocation of remaining underweight government bonds and overweight lower-duration, higher-yielding assets such as credit. more...

Investment news for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: Slowly, slowly does it
December 3 2019
Our fixed income team provide their weekly snapshot of market events. more...

Investment news for Financial Advisers and Paraplanners - Invesco: Amid a host of central bank developments, one constant remains
December 3 2019
Four central banks revisited policy, plus two new reports pointed to a continued global slowdown. more...

Investment news for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: European gazette autumn 2019
December 3 2019
Investors have been troubled by the region recently, with a growing feeling that it is mirroring Japan’s ‘lost decade’. But there are reasons to be positive about it, and we are bullish on defensive stocks which we believe are currently trading too cheaply more...

Investment news for Financial Advisers and Paraplanners - Aberdeen Standard Investments: A guide to investing for income
November 27 2019
Having an income is a priority for many investors in both their working lives and in retirement. more...

Investment news for Financial Advisers and Paraplanners - The importance of infrastructure
November 27 2019
Infrastructure holds an important place in the fabric of modern society, serving as the backbone of the world economy. Yet not enough is being invested in the assets that provide society's essential services. With government finances under pressure and limited expertise in the public sector, the private sector will play a significant role in the restoration and upgrade of our critical infrastructure. more...

Investment news for Financial Advisers and Paraplanners - M&G: 2020 Vision
November 26 2019
Will 2020 be the year the “bond bubble” bursts? Read Jim Leaviss’ bond market outlook for 2020 as he discusses the seven trends which may make you think twice about saying goodbye to fixed income more...

Investment news for Financial Advisers and Paraplanners - Watch the Square Mile talking factsheet on the Prufund range
November 26 2019
Seeking to provide smoother investment returns more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: Artemis Global Select
November 25 2019
A differentiated fund that seeks to take advantage of long term growth trends more...

Investment news for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: Asset allocation update
November 25 2019
As 2019 draws to a close, we are strikingly neutral across asset classes and with considerably less appetite for risk than at the start of the year. more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Do turkeys vote for Christmas?
November 25 2019
Misinformation is rampant ahead of the UK election, as if things weren’t chaotic enough. Multi-Asset Portfolio Fund manager Will McIntosh-Whyte worries about what plans the politicians may be hiding and how markets will react to the eventual result. more...

Investment news for Financial Advisers and Paraplanners - M&G: Earnings are in: how have companies been faring?
November 19 2019
It’s earnings season again, and results are in. In this month’s video, Investment specialist, Kirsty Clark looks at how companies have been faring. With deteriorating economic indicators and a fragile global growth backdrop, who have been the biggest winners and losers? more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: What responsible investment looks like
November 18 2019
Rathbones’ stewardship director Matt Crossman explains the Principles for Responsible Investing and how we’ve been putting them into practice over the past 10 years. more...

Investment News for Financial Advisers and Paraplanners - Invesco: General Election 2019: the first two weeks
November 18 2019
Graham Hook, Invesco’s Head of UK Government Relations and Public Policy sums up the campaigning so far and looks ahead to next month’s action. more...

Investment News for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Making a better world, and a profit
November 11 2019
Rathbones’ head of asset allocation Edward Smith explains why he believes that responsible capitalism is in every long-term investor’s self-interest – even if they don’t care about the societal benefits. more...