Investment Commentary

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Escaping the ivory towers

The latest ‘tech innovation’ may seem compelling, until you leave the group think echo chambers of London’s ivory towers. Head of multi-asset investments David Coombs considers how looking beyond the M25 can help us see what’s going on in the real world. more...

Investment news for Financial Advisers and Paraplanners - Rathbone High Quality Bond Fund

Noelle Cazalis, Rathbone High Quality Bond Fund manager reflects on a good performance for a relatively new fund and the key driving factors during the fund’s inaugural year. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: A Spotlight On: IA Asia Pacific excluding Japan Sector

There are the obvious attractions to the Asian region, such as favourable demographics, growth in urbanisation and economic expansion. Access our latest adviser insights by registering for our Academy of Funds. more...

Investment news for Financial Advisers and Paraplanners - Rathbone Income Fund

Co-Fund Managers, Carl Stick and Alan Dobbie reflect on 2019 and the how the Rathbone Income Fund has performed over the last decade. Together they discuss their plans and focus for 2020. more...

Investment news for Financial Advisers and Paraplanners - Rathbone UK Opportunities Fund

Alexandra Jackson, saw her Rathbone UK Opportunities Fund outperform the sector, in what was a turbulent year of highs and lows. She looks to the future, and explores whether we’ve seen the last of the Boris Bounce. more...

Investment news for Financial Advisers and Paraplanners - Rathbone Global Opportunities Fund

James Thomson, who has managed the Rathbone Global Opportunities fund for over 15 years, deep dives into another successful year which saw the fund outperform the sector, with a first quartile positioning. more...

Investment news for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: European equities, Brexit and Blur

It’s episode seven, and we’re talking to Philip Dicken, Head of European Equities, and Mine Tezgul, European Smaller Companies Portfolio Manager. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors House View 2020: Risks recede – growth on a better trajectory

Having declined for the past 18 months, global growth is expected to gradually improve over the course of 2020. While we do not expect growth to rise above potential through the year, it does represent a somewhat better growth outlook than we had previously expected. more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Chasing our tails in the Year of the Rat

Chief investment officer Julian Chillingworth reflects on an inauspicious start to China’s New Year. Meanwhile, the UK has quietly left the European Union (EU), but both sides are turning up the volume as negotiations begin over the final settlement. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: Talking With Hanneke Smits

Talking ESG integration, being Non-Exec at the Bank of England and giving something back with Hanneke Smits, Chief Executive, Newton Investment Management and Richard Romer-Lee, Square Mile. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Multi-asset allocation views: Uncertainty clouds the outlook for European assets

Sunil Krishnan considers whether Europe can break out of its economic malaise and the factors investors should watch out for in 2020. more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Sun, sea and … S&P 500 put options

You should be fixing your roof when the sun is shining, as the saying goes. Our multi-asset investment specialist Craig Brown has been booking his holidays when the rain is pouring. His golden rule: don’t gamble, take the insurance. more...

Investment news for Financial Advisers and Paraplanners - Rathbone Global Sustainability Fund

Carl Stick, Executive Director, stands in for Fund Manager David Harrison to discuss one of the hottest topics of the moment ESG. more...

Business development for Financial Advisers and Paraplanners - Fundsnetwork: PROD 3 and 4 – what you need to know

As part of MiFID II, the FCA introduced the Product Intervention and Product Governance Sourcebook (PROD) rules in January 2018. Research has shown that some advisers are unaware of how the rules apply to them. more...

Partner Event for financial advisers and Parapanners - Your Invite to the Connect4 Investment Forum

Join four of the leading names in the investment management business for the Connect4 Investment Forum. more...

Investment news for Financial Advisers and Paraplanners - Aviva Investors: Multi-asset allocation views: The pros and cons of higher-yielding fixed income

Sunil Krishnan asks whether higher-yielding fixed income assets remain good diversifiers for multi-asset portfolios in the current environment. more...

Investment news for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: Europe needs new approach to escape economic malaise

With monetary policy seemingly reaching the limits of its effectiveness, another approach is required for the continent to avoid ‘Japanification’. We believe a focus on productive sustainable investment could not only stimulate growth, but also bring about social and environmental benefits. more...

Investment news for Financial Advisers and Paraplanners - Baillie Gifford: The Digital Archipelago

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 and Paraplanners - Columbia Threadneedle Investments: Chinese New Year is a red-letter day even as tech marches on

Technological developments are changing almost every facet of our lives – even how we celebrate this most traditional festival. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: A common approach to responsible investment

With greater focus on how investment management firms can bring about a more sustainable world; find out how the IA’s responsible framework aims to bring clarity and consistency to this ever-evolving topic. more...

Investment news for Financial Advisers and Paraplanners - Square Mile Research: A Spotlight On: Unicorn UK Ethical Income Fund

This fund benefits from a series of exclusion based screens in order to ethically invest for income in smaller and medium sized UK companies. more...

Investment news for Financial Advisers and Paraplanners - Rathbones: Responsible Capitalism in the US: Still pursuing green

Responsible capitalism is running hot over in the US, and it looks like it’s not simply a flash in the pan. Fresh from a trip across the pond, Rathbone Global Sustainability Fund manager David Harrison gives his take on why greener commerce is ascendant in America. In the first chapter of Responsible Capitalism in the US: Still pursuing green, he also notes that the politics of green can sometimes get in the way of frank conversations more...

Investment news for Financial Advisers and Paraplanners - Baillie Gifford: Finding Explosive Growth in Asia

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 - Aviva Investors: Aviva Investors House View Q1 2020 Webcast

Earn CPD points! Watch our on-demand webinar and hear Stewart Robertson, Senior Economist, and Jerome Nunan, Investment Director Multi-asset, discussing the economic outlook for 2020. more...

Investment news for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: Investment Themes

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 - Rathbone Investment Insights Q1 2020: Is the winter of austerity ending?

The UK’s first December general election in nearly 100 years punctuated an eventful year for politics and the economy. Financial markets experienced a series of mood swings throughout 2019, but ended on a high as investors regained their appetite for risk. Despite ongoing uncertainty, including Brexit and trade tensions between the US and China, we remain positive about the outlook for 2020. more...

Investment news for Financial Advisers and Paraplanners - Rathbones In the KNOW blog: Johnny-come-Januaries

The new year always drives well-intentioned yet poorly sustained get-fit-quick schemes. That leads multi-asset fund manager Will McIntosh-Whyte to wonder about the durability of subscription service customers in a downturn. more...

Investment news for Financial Advisers and Paraplanners - Columbia Threadneedle Investments: 2020 – the year of excitement?

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

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

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

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

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

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

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

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

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

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?

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

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...

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