Investment Commentary

Investment News for Financial Advisers and Paraplanners - Quilter Cheviot: MPS performance update: march 2020

Fears over the coronavirus have gripped markets in recent weeks, with the second week of March delivering a series of almost unprecedented headlines. A fall of over 10% in one day for the FTSE 100 (its worst since 1987), similar drops across European stock markets, and the fastest ever move into bear market territory by US stocks were just some of the news stories from the week, despite a wide array of measures announced by central banks. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: The impact of COVID-19 on private debt

As COVID-19 sweeps across the world, a contraction in global growth is causing an adverse short-term reaction to the economy and financial markets. While the extent of contagion from public markets to private debt remains unclear, transactions with strong downside protection should remain more resilient through the crisis, explains Nikhil Chandra. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: COVID-19: When it comes to pandemics, investors should listen to the real experts

In early February, with financial markets oblivious to medical experts’ warnings about the dangers posed by the coronavirus, Ian Pizer of Aviva Investors’ investment strategy team began to look into the medical research to learn more about the potential outcomes and the implications for the global economy and markets. more...

Investment News for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: UK real estate: a consistent approach to weather uncertain times

Real estate is not immune from the forces affecting the global economy; however, our market is well placed to weather the storm. We expect potentially significant variations in sector performance, in part accelerating trends already apparent prior to the COVID-19 pandemic. more...

Investment News for Financial Advisers and Paraplanners - Columbia Threadneedle: Market updates: uk equities, european equities, fixed income and multi-asset

The best time to invest can be when it feels most uncomfortable Sharp market moves like we have been seeing trigger forced sellers and liquidations - only serving to exacerbate near-term selling. more...

Investment News for Financial Advisers and Paraplanners - AXA Investment Managers: Is a vaccine for coronavirus on its way, and what are the challenges?

Peter Hughes, PhD, Fund Manager, Healthcare Strategies at AXA IM, gives his view on the current trials to develop vaccines and treatments for COVID-19, and what the challenges – and next steps – might be. more...

Investment News for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: Tackling the ‘unknown unknown‘: how active managers manage unforeseen risks

Reports that say that something hasn’t happened are always interesting to me, because as we know, there are known knowns; there are things we know we know. We also know there are known unknowns; that is to say we know there are some things we do not know. more...

Investment news for Financial Adviser and Paraplanners - Aviva Investors: Is COVID-19 a black swan or a grey rhino?

The devastating coronavirus outbreak has prompted renewed discussion of “black swans”: rare, unexpected events that wreak havoc on markets and economies. more...

Investment News for Financial Advisers and Paraplanners - Aberdeen Standard Investments: Emerging markets in the time of novel coronavirus

When COVID-19 (coronavirus) first made headlines, in China, then worldwide, global market reactions were complacent. It was perceived as a primarily Chinese issue, reminiscent of the SARS outbreak of the early 2000s. Expectations were for a brief selloff, which would last only until the number of new cases retreated. more...

Investment News for Financial Advisers and Paraplanners - M&G: Upcoming webcasts

M&G host monthly webcasts allowing you to access in-depth fund and macroeconomic updates straight from the investment floor, as well as an opportunity for your questions to be answered by our presenters. more...

Investment News for Financial Advisers and Paraplanners - Rathbones: Webcast invitation - live at 10:00am, with David Coombs, on Wednesday 1 April

In light of continued volatility across most asset classes David Coombs, head of multi-asset investments will outline his current approach to protecting the portfolios but also explain his strategy for the recovery. more...

Investment News for Financial Advisers and Paraplanners - Aviva Investors: Three trends to watch in UK long-income real estate

In an era of low interest rates and rising maintenance costs, the benefits of long-income assets within UK real-estate portfolios are hard to ignore. Tim Perry looks at three key trends that are influencing the UK long-income market. more...

Investment News for Financial Advisers and Paraplanners - Quilter Cheviot: Are companies cutting their dividends?

With a recession expected in the US and Europe, many investors are now questioning what will happen to company dividend payments, which some may rely upon to provide an income. more...

Investment News for Financial Advisers and Paraplanners - Quilter Cheviot: Diary of a fund manager - always questions

In this week’s Diary, news from financial markets and investors, an update from India in lockdown and guidance on home haircutting. more...

investment news for Financial Adviser and Paraplanners - M&G: Upcoming webcasts

M&G host monthly webcasts allowing you to access in-depth fund and macroeconomic updates straight from the investment floor, as well as an opportunity for your questions to be answered by our presenters. more...

Investment News for Financial Advisers and Paraplanners - Square Mile Research: Talking With: Hector Kilpatrick

Talking contrarian instinct, promoting positive change and contemporary reading with Hector Kilpatrick, Chief Investment Officer, Cornelian Asset Managers and Richard Romer-Lee, Square Mile. more...

Investment news for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: European equities: Coronavirus market volatility - performance update

Markets are very weak and volatile, as you would expect with such uncertainty around the Covid-19 outbreak. more...

COVID-19 update for Financial Advisers & Paraplanners - Prudential: Taking stock of the Coronavirus correction

The end of February saw one of the most rapid market corrections in history as investors confronted the building evidence that the outbreak of the 2019 strain of coronavirus, dubbed Covid-19, had not been contained within China and could become a more global pandemic. more...

COVID-19 update for Financial Advisers & Paraplanners - FundsNetwork: Coronavirus and your clients' investments

With COVID-19 impacting global markets, your clients may be concerned about their investments. FundsNetwork's hub brings together latest insights from several fund partners, to help you give your clients greater reassurance. more...

COVID-19 update for Financial Advisers & Paraplanners - Aviva Investors: When in doubt, do nothing

“The stock market is a device for transferring money from the impatient to the patient” Warren Buffett more...

COVID-19 update for Financial Advisers & Paraplanners - Aberdeen Standard Investments: Coronavirus – where from here?

Coronavirus - where have we got to, and how do we see the economic and market landscape from here? After a turbulent few weeks in markets, Richard Dunbar talks to Katy Forbes, Head of Absolute Return in our Multi-Asset Team and Jeremy Lawson, our Chief Economist and Head of the ASI Research Institute. more...

COVID-19 update for Financial Advisers & Paraplanners - M&G: This time is different: a stay at home Flash Crash t-shaped recession

Whenever there is the threat or the reality of recession, it usually follows a typical pattern. It is engendered by tight financial conditions, a real or market bubble bursting, a dramatic rise in the price of oil, or a combination of the above. This time it is different: a stay at home recession. more...

Investment news for Financial Advisers and Paraplanners - FundsNetwork: Budget 2020: Paul Kennedy’s response to legislation changes and future consultations

FundsNetwork’s tax expert Paul Kennedy takes a look at the latest Chancellor's Budget announcement. more...

Investment news for Financial Advisers and Paraplanners - FundsNetwork: Managing client expectations in volatile markets

News of the coronavirus in recent weeks has contributed to increased market volatility. If your clients are concerned, why not make use of FundsNetwork online hub? Here you’ll find useful insights from several fund partners, including a range of guides from M&G, to help you give your clients greater confidence. more...

Investment news for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: International Women’s Day special podcast

In this special edition from the team behind Eye of the Needle, we’re talking to Maya Bhandari, Multi-Asset Portfolio Manager, and Tammie Tang, Fixed Income Portfolio Manager. They tell us about their routes into asset management and their respective asset classes, how the industry has changed over the past decade, and offer advice to women aspiring to work in finance. more...

Investment news for Financial Advisers and Paraplanners - Update on market volatility: Covid-19 remains key│Rathbones

A plunge in oil prices has sent markets reeling, but the epidemic is still the main concern. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Are investors too complacent about the coronavirus?

In the latest of our editorial series, Link, AIQ brings members of Aviva Investors’ investment strategy, equity and debt teams together to discuss the prospects for financial markets and the world economy in the face of the coronavirus epidemic. more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Sold out

With lots of things getting mispriced in the midst of the coronavirus panic, our chief investment officer Julian Chillingworth extols the virtues of keeping calm and looking beyond the current disruptions. more...

Investment news for Financial Advisers and Paraplanners - AXA Investment Managers: Are UK equities in a ‘sweet spot’?

Following a drawn-out period of stagnation, UK business and economic activity looks like it’s picking up again – and with it, investor interest in UK equities. We believe the UK market is currently enjoying a sweet spot, and here’s why. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: Coronavirus: is the market’s reaction overblown?

Action to contain the new coronavirus, involving travel restrictions and quarantine areas, is economically damaging. Recent falls in stock market reflect this, but is this market reaction overblown? more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Broadening global investment-grade horizons

UK investors considering whether to allocate to global investment-grade credit may discover the broader diversification benefits can significantly improve a portfolio’s overall risk dynamics. more...

Investment news for Financial Advisers and Paraplanners - Why have European equities performed so well in 2019?

Prospects for European equities in 2020 are looking increasingly positive. For much of 2019, European equities were an unloved asset class, shunned by investors. At first sight, this was understandable – the region is growing only slowly, wracked by political tensions and wrestling with headwinds in vital sectors such as the German car industry. Discover how the ASI Europe ex UK Equity Fund uses global resources, analysis and a 16-strong team with experience across market cycles to identify the exceptional European companies that can offer a smart combination of upside capture and downside protection. more...

Investment news for Financial Advisers and Paraplanners - FundsNetwork: Client-facing guide to pension and ISA allowances

FundsNetwork’s guide to pension and ISA allowances can help support your conversations with clients at this time of the year. It sets out the key information your clients may need about tax to understand how they can make the most of their savings. You'll find this guide under the 'Client' segment in both the 'Pension' and 'ISA' sections of FundsNetwork’s tax year end hub. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Three trends to watch in UK long-income real estate

In an era of low interest rates and rising maintenance costs, the benefits of long-income assets within UK real-estate portfolios are hard to ignore. Tim Perry looks at three key trends that are influencing the UK long-income market. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Cwtch: Has capitalism gone cuddly?

In the first of a new editorial series, Link, AIQ brings together people from across Aviva Investors to debate topical themes. Mirza Baig and Stephanie Niven consider whether CEO claims about running businesses for multiple stakeholders rather than shareholders alone is a grand idea or just plain grandstanding. more...

Investment news for Financial Advisers and Paraplanners - M&G: Is the “Greta effect” going to last?

A question I have often been asked lately is “is the Greta effect going to last?”. How much influence is this public figure going to have and are the social movements she inspired really going to transform our society? more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Just paying lip service?

David Harrison, manager of the Rathbone Global Sustainability Fund, having seen first-hand the growing trend of responsible capitalism in America, makes the case for getting up close to see whether companies are really serving all their stakeholders, or just paying lip service. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: Watch the Talking Factsheet for First State Asia Focus fund

An attractive long-term option for investors seeking exposure to the Asian region, watch the latest talking factsheet for the First State Asia Focus fund. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: Schroder Asian Income fund: Talking Factsheet

Watch the latest talking factsheet for the Schroder Asian Income fund, a seasoned Asian equity investor with a sensible investment approach. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: Watch now: Schroder Income Maximiser fund

High yielding UK equity fund with a contrarian investment approach. Watch the Talking Factsheet for the Schroder Income Maximiser fund. more...

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