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Investment Commentary_
BNY Mellon: Join the live Q&A learn what the UKs delayed adoption of SFDR means for advice processes
March 2021 heralds in a new era of post-Brexit regulation in the form of the sustainability-related financial disclosures (SFDR). These new legislations are another step in the right direction when considering the sustainability-risks among investment decisions, but they also present new challenges.
Rathbones In the KNOW blog: Optimistic realism in a vaccinated recovery
A roller-coaster of a year finished on a high note for the markets, and we start 2021 with a sense of relief that one of the most difficult years many of us have ever experienced is behind us.
Columbia Threadneedle: UK sustainable equity - backing responsible businesses emerging stronger from the coronavirus crisis
As the Covid-19 crisis unfolded, it became clear that the pandemic was bringing the S in environmental, social and governance (ESG) investing more to the fore
Scottish Mortgage Unlocking nature with synthetic biology
Synthetic biology often conjures images of Frankensteins monster and mad scientists. But the reality of modern labs is even more exciting than fiction. By unlocking and tweaking nature at its most granular level, truly remarkable progress is being made in solving some of the worlds biggest problems. Capital at risk.
Baillie Gifford on Japans new approach to digital working
Japan's new approach to digital working is giving entrepreneurial companies more of an edge. Read more in Enlightenment, Baillie Giffords funds magazine. Capital at risk and income not guaranteed.
Rathbones: Investment Insights Q1 2021
Financial markets have been on a rollercoaster over the past year. There was a sharp drop in March as countries locked down and then a swift upswing followed, led by technology shares. Even unloved companies, particularly banks and energy firms, have rebounded lately, thanks to good news about vaccines.
AXA IM: UK companies: why now?
Explore the core arguments for investing in the UK today, and why UK-based investors in particular should be considering their home market.
Columbia Threadneedle: European equities: Stock selection guided by razor-sharp research will be the holy grail
2021 was a year of booming markets which were in danger of overheating before the Omicron Covid-19 variant came along. A profit boom on both sides of the Atlantic has supported equity markets, with the US looking exceptionally strong in the fourth quarter.
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. Tax tables and client facing guide to Pension and ISA allowances are available on their hub.
Columbia Threadneedle: 2021 Investment Outlook Video
Watch Columbia Threadneedle Investments leading investors discuss the outlook for economies and markets, as well as the themes, trends and events they expect to see in 2021.
AXA IM: Picking the Best of British during COVID-19 volatility
AXA IMs George Luckraft discusses the benefits of staying active in UK equities and the risks posed by passive strategies
Columbia Threadneedle: Global IG: dont underestimate changed behaviours
How the investment grade market fared during a tumultuous 2020, changed behaviours that could be here to stay, and why we're quite positive about the year ahead
Quilter Cheviot: Weekly Comment : Deal or no deal?
This week, host Pavan Harnal is joined by Head of Fixed Interest Research, Richard Carter and Healthcare Analyst, Sheena Berry as they discuss the ongoing Brexit negotiations and progress with the coronavirus vaccine.
Rathbones In the KNOW blog: A brand new world
Head of equity research, Sanjiv Tumkur, considers how a new generation of consumers are leading long-established brands - the bedrock of portfolios around the world - to adapt a more sustainable approach and help shape a brand new world.
Columbia Threadneedle: Riding Europes building renovation wave
The EUs decision to put building modernisation at the heart of its drive to reduce CO2 emissions heralds a major spending programme to transform energy efficiency. It also represents a wider drive across the continent in which Columbia Threadneedle is keen to be involved
The Octopus Online Show: Episode 6 Estate planning in 2021 and beyond
Watch the final episode of The Octopus Online Show available on demand, to get useful tips, fresh planning ideas and specialist know-how.
Orbis: What future are you preparing for?
Suddenly, hope. The Economists headline on the global impact of a vaccine applies equally well to value shares. Spurred by the vaccine news, this month value stocks delivered their best returns since the 1970s (without making much of a dent in their 10+ year rut of underperformance).
Aviva Investors: Multi-asset allocation views: Changing seasons, changing dynamics
After a strong summer, conditions are changing in asset markets. Sunil Krishnan assesses the risks and opportunities for investors.
Baillie Gifford: Scale as a service
Baillie Giffords Gary Robinson explains entrepreneurs can now rent the essential tools from cloud platforms, enabling them to compete more easily.
Baillie Gifford: Scottish Mortgage will Ferrari challenge Tesla in the EV market?
Tesla is now the most valuable electric automaker in the world. But can Ferrari, the worlds leading luxury carmaker, become a serious challenger in the electric car market?
Baillie Gifford Europes Tech Awakening
Theres no such thing as a big European tech platform, or is there? Baillie Giffords Chris Davies explores the rise of European platform businesses, questioning whether they are coming of age. Capital at risk.
T. Rowe Price: US election results appear market-friendly
Although President Donald Trump has not conceded the race and has mounted legal challenges to contest key state results, the 2020 US elections appear to have produced a presidential win for Democrat Joe Biden.
Rathbones In the KNOW blog: Staying balanced
With a clutch of vaccines on the way soon, equity markets were in a buoyant mood in November. But there are still a lot of things we dont know and even some things we dont know that we dont know
Prudential: What's the role of active and passive funds within multi-asset portfolios?
The debate on the merits of active and passive investing has raged on for many years and various forces have combined to build a huge groundswell of support for passive funds of all types.
AXA IM: Cyber Monday: 4 reasons online sales are surging
In 2019, Cyber Monday sales reached a record-breaking $9.4bn. Find out the reasons in our infographic
Quilter Cheviot: Diary of a Fund Manager 1920 or 1848?
In this weeks Diary, thoughts on a record-breaking month, what will matter in 2021, both in the UK and elsewhere, and why history is no more than a guide to the future. Also, a few anecdotes illustrating how this year has changed us.
Columbia Threadneedle: Covid-19 vaccines, lockdowns and equities
With the Covid-19 case count rising rapidly across the United States and Europe, the immediate economic outlook associated with renewed lockdowns is turning darker.
Columbia Threadneedle: Responsible Investment Quarterly - Q3 2020
View the Q3 2020 edition of the Responsible Investment team's Quarterly Report
FundsNetwork: Adviser Guide to Sustainable Investing
Sustainable investing has now moved into the mainstream and more and more clients are taking an active interest in how their money is invested.
FundsNetwork: Succession planning for the future generation
FundsNetwork talks to Gavin Chapman from Chase de Vere, about ways of training young advisers for the future generation, as well as attracting younger investors.3-minute watch
Aberdeen Standard Investments: Invest today. Change tomorrow. ESG where next for European equity markets?
In our previous articles, we focused on the importance of ESG (environmental, social and governance) factors in European equity investing. This included details of companies in the vanguard of the drive to a more sustainable world. Now, we look to the future and ask where next for ESG and European equity markets?
Aberdeen Standard Investments: The Responsible Investing Podcast, Ep.11: The growth of impact investing - with Will Goodhart
This week Will Goodhart, erstwhile journalist and now Chief Executive of the UKs CFA, talks us through his fascinating responsible investment journey. This includes the CFAs work to help investors understand ESG to the urgent need to view climate change from an investment perspective.
Aberdeen Standard Investments: Sustainable investing in emerging markets the road ahead
The whole world is feeling the effects of Covid-19 and will do so for some time to come. But just as the coronavirus cripples some immune systems, and leaves others unscathed, the financial impact of containment measures will leave some better off and others destitute.
Rathbones In the KNOW blog: MiFID II and the implications for ESG investing
Worldwide governmental support for greener post-pandemic recovery strategies, growing choice in the sustainable fund market, and evidence of the long-term performance benefits of improved corporate responsibility are among several factors contributing to the rising popularity of ESG investment.
AXA IM: Short duration bonds to the rescue?
With central banks seeming unlikely to raise rates over the near or even medium term, investors now urgently need to look further up the risk spectrum when it comes to their cash allocations.
Quilter Cheviot: Diary of a Fund Manager Bears in the Wood
In this weeks Diary, a tour of the world focusing on cracks that are appearing in the façade of the consensus about how 2021 will look. Also real, as opposed to financial, bears.
T. Rowe Price: Biden focus on regulation could have broad impact
The balance of power between Republicans and Democrats in the Senate will shape President?elect Joe Bidens legislative agenda, determining the extent to which he can push through tax increases and influencing the size and scope of spending associated with any pandemic relief and recovery packages.
Rathbones In the KNOW blog: Insomnia in the trenches
The shock of the pandemic has made many businesses question how and why they do things. You shouldnt underestimate how valuable these re-evaluations are, argues head of multi-asset investments David Coombs. Or underestimate the changes they could have on the future.
Square Mile Research: Talking Factsheet: AXA Framlington UK Select Opportunities
Talking Factsheet: AXA Framlington UK Select Opportunities
Square Mile Research: Spotlight on: Allianz Strategic Bond
In this short video, Square Mile explore the Allianz Strategic Bond fund; a truly unconstrained global strategic bond fund, delivering uncorrelated returns to equities and credit assets.