Investment Commentary

Investment news for Financial Advisers & Paraplanners - Orbis: How do emerging markets really stack up against the US?

The US is expensive, and emerging markets (EMs) are cheap, We’ve observed that before. But price alone isn’t what matters. What matters is the relationship between what you’re paying and what you’re getting, and the US and EMs represent different baskets of businesses. more...

Investment news for Financial Advisers & Paraplanners - Schroders: Cannabis: is now the time to invest in this growing market?

In our latest infographic and investment report we outline a framework to assess pure-play cannabis companies, the current state of play for sugar, and the climate challenges posed by feeding the planet. more...

Investment news for Financial Advisers & Paraplanners - Talking with David Cumming

Talking equities, markets and playing the piano with David Cumming, Chief Investment Officer, Aviva Investors and Richard Romer-Lee, Square Mile. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Sherpas or satnavs: The advisory conundrum

With robust tools and guides, investors can improve their chances of reaching their desired financial destination rather than taking a wrong turn. more...

Investment news for Financial Advisers & Paraplanners - M&G: Making a difference (and a return)

The world is facing a rising tide of societal challenges, from the potential chaos associated with the breakdown of our climate, to unsustainable levels of waste and pollution, to vast and growing social inequality. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: German Bunds: Can Yields Fall Further?

German bunds have become a lightning rod for market anxiety; Western Asset's Gordon Brown argues that too much bad news is built into current pricing, obscuring some key long-term macro drivers. more...

Investment news for Financial Advisers & Paraplanners - Orbis Investments: Capital: Can companies have too much of a good thing?

In the centre of London, there is a market whose history stretches back to the first century. Built on the site of a Roman forum, Leadenhall was once the biggest market in Britain, with its merchants eventually selling poultry, cheese, meat, and fish. more...

Investment news for Financial Advisers & Paraplanners - Orbis Investments: The importance of building trust

Investors often don’t achieve the investment outcomes they could. That’s the consistent conclusion from studies such as the annual Dalbar analysis of investor behaviour. more...

Investment news for Financial Advisers & Paraplanners - Prudential: What’s the benefits to advisers and clients of risk bound fund families?

Find out about the benefits in the new Defaqto risk bound fund family report. It provides a regulatory update, an overview of the multi-asset fund universe and a framework for rating and selecting from both a quality and suitability point of view. more...

Investment news for Financial Advisers & Paraplanners - Invesco: India: Modi’s new mandate opens the way for more structural reforms

Modi has been sworn in for a second term as Prime Minister. What does it mean for the Indian economy? more...

Investment news for Financial Advisers & Paraplanners - FundsNetwork: Managing client expectations in uncertain times

As clients have become more accustomed to stable and growing markets, advisers worry about future stock market volatility and geopolitical risk. With this in mind, FundsNetwork has pulled together information from five fund partners. It includes a couple of guides that may be used directly with clients, plus additional insight and investment considerations for advisers. more...

Investment news for Financial Advisers & Paraplanners - FundsNetwork: Women and investing

Studies have shown that when women invest in the stock market they generally do well. However, the majority favour the perceived caution of cash. This comes at a cost, as their savings fall prey to inflation and lose value in real terms. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: The Long-Term Impact of Trade Wars

Will today’s trade tensions permanently disrupt global value chains and lead to a new Cold War? more...

Investment news for Financial Advisers & Paraplanners - Latest Seneca Global Income & Growth Trust plc factsheet is now available

The value of Seneca - applying a value ethos across a range of assets: why restrict good thinking to just one asset class when it can be applied to many? more...

Investment news for Financial Advisers & Paraplanners - Orbis: How to choose a fund manager

At its heart, an active investment manager’s proposition should be simple – to deliver performance that is sustainably better than average. But how can you identify managers who can deliver this sort of performance? more...

Investment news for Financial Advisers & Paraplanners - Defaqto: Fettered versus unfettered funds

Multi-manager funds, where the manager selects the funds they believe to be the best in each asset class for their portfolio (rather than investing in shares, bonds or other investments directly), can be either fettered or unfettered, Patrick Norwood explains in this article. more...

Investment news for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: 10 years ago, I dreamed a dream

They used to call David Coombs crazy. When he set up our multi-asset funds 10 years ago, many people didn’t get why we were setting targets for return and risk that investors could hold us to. more...

Investment news for Financial Advisers & Paraplanners - M&G: The changing face of investing

The investment industry has gone through a myriad of changes since the turn of the 20th century, fuelled by innovation, technology, regulatory changes and evolving investor preferences. Kirsty Clark, Investment Specialist, discusses the key developments that have been the most influential in the evolution of the industry to date. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: Recession Indicators Update: Lessons from 1998-2002

There are many parallels between today and 1998-2002, but the current environment lacks that period's overvaluation and cyclical excesses. more...

Investment news for Financial Advisers & Paraplanners - Scottish Mortgage Stock Stories – Ant Financial

ANT Financial is a private online payments business that started life as part of the Chinese e-commerce giant Alibaba. Scottish Mortgage’s Tom Slater explains what attracted him to take a holding in ANT for Scottish Mortgage. more...

Investment News for Financial Advisers & Paraplanners - Invesco: LatAm equity health check

Where are the equity opportunities within Latin America, and what are the key concerns? Can imminent political reforms improve the outlook? more...

Investment News for Financial Advisers & Paraplanners - Attend the Orbis BAFTA breakfast

Morgan Hounsel, international investor behaviour expert, joins the Orbis investment team to discuss thinking differently and investing differently. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: U.S. Jobs: Payday

An explanation of why U.S. job figures beat expectations, why the Fed announced the forces keeping inflation low are “transitory” and the impact of swine fever in China on food related commodities prices. more...

Investment news for Financial Advisers & Paraplanners - Orbis: Why you should avoid home bias

The UK makes up only about 5% of the MSCI All Country World Index. While we may be the fifth largest economy when measured by economic activity, we are just a small island in a much larger global market from an investment perspective. more...

Investment news for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: A ray of sunshine

David Coombs gets his grump on about the state of global politics. But our head of multi-asset investments is refreshed by the approach of a pragmatic and thoughtful businessman. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: U.S. Municipal Bonds: Different Drumbeat

This week’s update focuses on why the spread between 2-to-10 year U.S. municipal bonds has fallen to its lowest point since 2017 – this supports analysis from Western on this topic. Also, an update on why UK corporate bond issuance has increased and why high rates in Argentina are stopping a shale oil boom. more...

Investment news for Financial Advisers & Paraplanners - Orbis: Does your fund manager have the courage to stay the course?

Fashions change, fads come and go. But in the investment world following fashion can, well, cost you your shirt. In fact, checking whether your fund manager sticks to their investment approach, particularly during periods of underperformance, is an important aspect of your investment review. more...

Investment News for Financial Advisers & Paraplanners - Invesco: Flying update: Govt bond yields lower still

111 seconds – government bond yields have fallen even further (to record lows in some cases). Lewis Aubrey-Johnson, Head of Fixed Income Products shares his thoughts from our Henley Investment Centre. more...

Investment news for Financial Advisers & Paraplanners - M&G Equities: All eyes on trade

In this month’s video, Investment Director, Ritu Vohora looks at the escalating trade war between the US and China, with tensions reducing risk appetite and intensifying fears of a global economic slowdown. more...

Investment news for Financial Advisers & Paraplanners - Baillie Gifford: Amazon – Head in the Cloud

In the eyes of Amazon boss Jeff Bezos, the likely impact of ’the Cloud’ is still not fully understood. He sees it as a fundamental change in computing that will play out over decades. Scottish Mortgage’s Tom Slater considers the opportunities this might present. more...

Investment News for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Lights will stay on

Rathbones equity analyst Camilla Ayling reflects on the disruption to traditional retail, something of concern for investment managers when looking to invest clients’ funds in the sector. But it isn’t all about online, and Camilla points to a light at the end of the tunnel for some store-based retailers. more...

Investment News for Financial Advisers & Paraplanners - Baillie Gifford: Amazon - Streaming the Future

Following a meeting with Amazon CEO Jeff Bezos, Scottish Mortgage manager Tom Slater considers the online giant’s prospects in the areas of broadcasting, music and gaming with a traditional media and entertainment industry that’s in flux. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: Stocks: Five Currency Myths Debunked

In support of Brandywine’s equity funds, this article explains five held misconceptions about currencies’ role in global equity investing. more...

Investment news for Financial Advisers & Paraplanners - Orbis: How to make sure your clients receive value

The high fees paid to active asset managers have captured the attention of regulators in recent years. Most recently, in February, the Financial Conduct Authority’s chief executive, Andrew Bailey, told a parliamentary committee that the fund management industry had failed to pay sufficient attention to costs, instead focusing only on investment returns. He said the FCA expects them to do both. more...

Investment News for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Another can gets kicked

Some optimism has helped to bolster markets which have rebounded from the dog box they were in. Julian Chillingworth, Rathbones chief investment officer, explains why we are cautiously confident but still mindful of the looming threats to global growth. more...

Investment news for Financial Advisers & Paraplanners - Orbis: Fee scrutiny is key as the market cycle turns

Fees have become a thorny issue for the asset management industry in recent years. As low-cost tracker funds have flooded the market, active managers have come under increasing scrutiny to demonstrate their value. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: The Fed’s Inflation Problem

Market and consumer inflation expectations are plumbing new lows. Brandywine research analyst Alberto Boquin explains why this is so, in particular why a dovish outlook and high employment in the US mean the Fed’s 2% inflation target is more likely. more...

Investment news for Financial Advisers & Paraplanners - Legg Mason: Small Caps: The Outlook in 4 Charts

Steve Lipper, senior investment strategist at Royce, makes the case for why U.S. cyclical small cap stocks are due a rebound. more...

Investment news for Financial Advisers & Paraplanners - Scottish Mortgage Stock Stories – Shopify

Shopify helps companies looking to sell their goods online. It is regarded by Amazon as a partner and, as Tom Slater of Scottish Mortgage explains, with a growing number of companies looking to have an online presence, it has a massive potential opportunity. more...

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