Investment Commentary

Investment News for Financial Advisers & Paraplanners - Invesco: Diversification benefits for emerging Europe

Read more to find out why Fund Manager, Nicholas Mason thinks that the emerging equity markets, underrepresented in many global portfolios, could appeal for investors looking to diversify away from the traditional equity products. more...

Investment News for Financial Advisers & Paraplanners - Schroders:

On 20 August 2018, an unknown Swedish teenager called Greta Thunberg stood in solitary protest outside the Swedish parliament. Frustrated at the same unacceptably sluggish action on climate change we highlight in our Climate Progress Dashboard, Thunberg nonetheless cut a lonely figure. A self-proclaimed introvert, it seems unlikely that Thunberg would have envisaged that six months later, around 1.6 million students would protest her cause around the world. more...

Investment News for Financial Advisers & Paraplanners - The Baillie Gifford Managed Fund – Solving the Investment Puzzle

The Baillie Gifford Managed Fund has had a consistent, tried and tested approach since it was launched in 1987. In this film investment managers Iain McCombie and Steven Hay sum up how the Managed Fund aims to keep it simple in a complicated investment world. more...

Investment News for Financial Advisers & Paraplanners - Short Briefings on Long Term Thinking – The Baillie Gifford podcast

Baillie Gifford’s Short Briefings on Long Term Thinking brings valuable insights into the benefits of taking the long view. You’ll hear frank, often contrarian opinions from our team in Edinburgh and from experts around the world. more...

Investment News for Financial Advisers & Paraplanners - Legg Mason: Assessing the Health Care Selloff

Why ClearBridge believes recent headwinds have been largely sentiment driven and that strong fundamentals remain intact across key health care subsectors. more...

Investment News for Financial Advisers & Paraplanners - Legg Mason: Still Room to Run

Non-performing asset figures for US corporations remains at low levels, while interest rates remain low and profit margins are high. ClearBridge says this means there is still more room for expansion in the current economic cycle. more...

Investment News for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Actions speak louder than tick boxes

Mass reporting on ESG factors could backfire, warns David Coombs, Rathbones head of multi-asset investments. Better to have active engagement and a deeper understanding of the companies you invest in. more...

Investment news for Financial Advisers & Paraplanners - Seneca: Long-term Returns and the Dangers of Complacency

I certainly like the idea of defining volatility in terms of whether you reach your investment goal, rather than short- term volatility. The former risk relates to permanent loss of capital – if you fail to achieve your goal then the shortfall is one you can never make up. Short-term volatility on the other hand should simply be viewed as a cost of seeking to achieve your long-term goal rather than a risk to be avoided – unless you have an absurdly unambitious goal your portfolio will always have its ups and downs from year to year. more...

Investment Webinar for Financial Advisers & Paraplanners - Aviva Investors: The untold story: UK equity income

Please watch our webinar where we reveal the secrets to building consistent outperformance over a 10-year period that has included numerous volatile events. more...

Investment News for Financial Advisers & Paraplanners - Invesco: India's growth trajectory not contingent on election result

Is India likely to remain a good source of opportunities? Find out the impacts of India’s election result as Ian Hargreaves, Co-Head of Asian and Emerging Market Equities discusses the team’s long-term view and where they are finding opportunities in the region. more...

Investment Webcast for Financial Advisers & Paraplanners - M&G: Webcast: 50 years of Recovery Investing

Please join Tom Dobell, fund manager of the M&G Recovery Fund, and other members of the Recovery Team as the fund celebrates its 50th birthday. During the webcast they will discuss why recovery investing is as relevant today as when the fund launched, their outlook on the UK market and why this presents a favourable picture for recovery investing and how the fund is positioned. more...

Investment News for Financial Advisers & Paraplanners - Legg Mason: Central Banks: Extend the Expansion

Low inflation and lackluster global growth are allowing central banks to encourage further expansion, believes Western Asset. Ken Leech explains why this is good emerging market debt, high yield, select investment grade debt and mortgaged backed securities. 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 - Introducing the Baillie Gifford Responsible Global Equity Income Fund

The Baillie Gifford Responsible Global Equity Income Fund is the first and only fund of its type in the Global Equity Income sector. more...

Investment News for Financial Advisers & Paraplanners - Orbis Investments: Time for cheap quality, not cheap junk

Buying cheap stocks and selling them for a profit sounds like a reasonable way to make money. But cheap stocks are often cheap for a reason—maybe they grow less quickly, or carry more risk than other businesses. more...

Investment News for Financial Advisers & Paraplanners - Aviva Investors: China’s precarious balancing act

China is stepping up efforts to stabilise growth after it sagged last year to a three-decade low. But by piling more debt on an already highly leveraged economy, Beijing looks to be storing up problems for the future. more...

Investment News for Financial Advisers & Paraplanners - Orbis Investments: How the latest FCA crackdown will help you

The UK’s Financial Conduct Authority (FCA) has introduced tough new rules forcing asset managers to be clearer on fund objectives, benchmarks and the fees they charge. In a press release on 4 February, the regulator said it was laying down these rules to make it easier to choose the best funds and help clients achieve their investment objectives. more...

Investment News for Financial Advisers & Paraplanners - Legg Mason: Why Are Oil Prices Up Amid Growth Concerns?

Resilient demand, OPEC production cuts and sanctions are a reason why oil prices should stay at current levels, says Western Asset. more...

Investment video for Financial Advisers & Paraplanners - M&G: What to look for when you are investing for impact

In this short video, Ben Constable Maxwell, Head of Stewardship and Impact Investing and Craig Hart from King & Shaxson, an ethical discretionary fund manager, discuss the rise of impact investing and the various factors to take into account when investing for impact. more...

Investment News for Financial Advisers & Paraplanners - Overweight or Underweight Equities?

Are we at the end of the economic cycle? Where can you find value and opportunity in an uncertain world? Listen to the latest thinking on the key themes that are shaping global markets in 2019 from M&G’s Investment Director and Head of Equities Investment Communications, Ritu Vohora. more...

Investment News for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Detachment from market mood swings

With markets lurching from greed to fear and back again, Rathbones head of multi-asset investments discusses the importance of having good shock absorbers in your portfolio. more...

Platform News for Financial Advisers & Paraplanners - Standard Life: Choosing a platform isn't a once in a lifetime decision

Steve Owen, Head of Elevate Platform Propositions at Standard Life discusses what really matters when coming to a decision on what platform is right for advisers and their clients. more...

Investment Update for Financial Adviser and Paraplanners - M&G Investments: Q2 update on global bonds

Watch Jim Leaviss, fund manager of the M&G Global Macro Bond Fund, give his views on what has driven the change of tack in risk assets since Q1, what dollar strength means for other G10 currencies, the outlook for corporate bonds and emerging markets, as well as his medium term outlook for the strategy. more...

Investment News for Financial Advisers & Paraplanners - Seneca IM: Peter Elston Investment Letter - Gold is not what you think it is

In this month’s letter, Peter writes about gold and how it may be an alternative to cash in an investment portfolio in a world in which paper currencies are being debased by central banks. more...

Investment News for Financial Advisers & Paraplanners - Aviva Investors: ECB support reveals much about Europe's lenders

With cheap loans returning to the European Central Bank’s toolkit, questions must be asked again about the health of the region’s banks. more...

Investment News for Financial Advisers & Paraplanners - Invesco: Brexit from a European perspective

Jeffrey Taylor, Head of European Equities provides readers with the facts behind EU27 / Eurozone trade with the UK and the measures put in place by the EU to reduce the fall-out from a no-deal Brexit. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Cool off: Could proposed Dutch legislation diminish corporate accountability?

Dutch legislators seem intent to push ahead with controversial proposals intended to rein in shareholder activists and make hostile takeovers more difficult, as Louise Piffaut explains. more...

Investment video for Financial Advisers & Paraplanners - M&G: Share buybacks: the good, the bad or the ugly?

In this month’s video, Investment Director, Ritu Vohora looks at the recent ‘buyback wave’ fuelled by corporate tax cuts. Do share buybacks only benefit company executives or do they also create long-term value for shareholders? more...

Investment News for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Thinking for yourself

Don’t let robots blindly guide you, warns David Coombs, our head of multi-asset investments. Algorithms are great investors right up to the point when things change – which is more often than programmers would like. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Keeping multi-asset solutions on track

In an evolving world of tighter monetary policy, increased volatility and moderating growth it is crucial to engineer solutions that can go the distance. more...

Investment news for Financial Advisers & Paraplanners - Trading places: Why southeast Asia could benefit from US-China spat

Trade wars have disrupted supply chains and weighed on stock performance in emerging markets. But as manufacturing companies shift production away from China to evade tariffs, some of its neighbours have spotted an opportunity. more...

Investment news for Financial Advisers & Paraplanners - Seneca Investments Managers: Searching wider for ISA income this year?

LF Seneca Diversified Income Fund is eligible for your clients' ISAs Here at Seneca IM, we understand that investors are having to search wider for an attractive income in their ISA. This is where our Diversified Income Fund can deliver. more...

Investment news for Financial Advisers & Paraplanners - M&G: Is the US bull market long in the tooth?

This March marks the 10-year anniversary of the longest bull market in history that has been ploughing on in the US since early March 2009. In this latest article, Ritu Vohora discusses the shift focus of the Fed, inflation, debt and current opportunities with our fund managers across equities, fixed income and multi asset. more...

Investment news for Financial Advisers & Paraplanners - Schroders: Are investors too pessimistic on European shares?

European equities had a tough 2018 with the benchmark MSCI Europe index falling 10.6% over the year. Trade wars, reduced support from central banks and slower economic growth were among the factors that saw higher risk assets such as equities fall out of favour. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: ESG focus: China's green mission

China's recent emphasis on environmental issues may be a welcome relief to Trump's climate change denials, but is there a disconnect between state rhetoric and the practices of its companies? more...

Investment news for Financial Advisers & Paraplanners - Rathbones In the KNOW blog: Don’t bet the house on it

Rathbones’ head of asset allocation research Ed Smith explains why advisers should encourage their younger clients not to rely on property wealth when it comes to funding their retirements. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: The future of transport: mapping the way ahead

New technologies, including electric and autonomous vehicles, big data, blockchain and artificial intelligence, will have significant consequences for the transport sector and beyond. more...

Investment news for Financial Advisers & Paraplanners - Aviva Investors: Interest rates on hold, but not in reverse

Financial markets have surged since the start of the year after central banks appeared to put monetary policy tightening on hold. Our investment teams give their views on where monetary policy goes next and what that means for asset prices. more...

Investment news for Financial Advisers & Paraplanners - Invesco: Beyond Brexit – UK equity market

As the Brexit deadline looms, Mark Barnett, Head of UK Equities shares his thoughts on the current state of the UK equity market. Are investors being too pessimistic? more...

Investment news for Financial Advisers & Paraplanners - Scottish Mortgage: Resolute Investors Part 2

James and Tom continue their discussion, moving on to talk through portfolio companies which are at the forefront of significant change in their industries. more...

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