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Investment Commentary_
BlackRock: UK Commentary
● Bank of England said rates may need to rise earlier and faster ● Was the sell-off in markets the start of a bear market or a temporary dip? ● The outlook for European economies
Schroders: Why we passed on Dignity well ahead of its latest price fall
Last autumn, funeral provider Dignity became cheap enough to show up on our radar but an integral part of being a value investor is distinguishing whether a company is cheap temporarily or for a good reason.
Investec Wealth & Investment: Taking Stock Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Seneca: Peter Elston - Monthly Investment Letter
In this month's letter, Peter writes about his analytical framework for tactical asset allocation as well as the road map he has set out in relation to Seneca Investment Managers' funds for the rest of the current cycle and the beginning of the next.
Schroders: Be wary of any explanations for the FTSE 100 ups and downs
There has been no shortage of explanations offered for the recent behaviour of financial markets and yet imposing any kind narrative on events potentially introduces a new set of risks for investors.
Aviva Investors: Cities of the future: Europe
The rising importance of the knowledge-based economy is exerting a considerable influence on European city office markets, says Monika Sujkowska.
Rathbones: The big squeeze
Volatility is back. After more than a year of record calm in stock markets, the VIX index of S&P 500 volatility briefly hit 50 as it exploded upwards last week.
Aviva Investors: Keeping the lid on risk
Why volatility is not necessarily a very good measure of risk.
M&G Investments: The calm after the storm?
After a rollercoaster week for equities, this week on BVTV we discuss what drove the correction with M&G multi asset fund manager Craig Moran.
Aviva Investors: Traditional income investing to be tested in 2018
Traditional sources of income have had a comfortable ride in recent years, but this year is likely to prove more challenging, writes Gavin Counsell.
Investec Wealth & Investment: The Blame Game Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Investec Wealth & Investment: The Big One? Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy. In this weeks Weekly Digest, our Head of Investment Strategy, John Wyn-Evans discusses whether this is the start of a much bigger fall in asset prices.
M&G: US tax reforms unleashing of animal spirits?
This months update looks at the implications for US tax reform on equities. How much is priced in already and will the new fiscal stimulus provide a boost to US growth?
Schroders: S&P's 4% fall: How the stockmarket performs after big one day losses
The US stockmarket falls this week will have understandably unnerved investors the world over.
BlackRock: Room to run
Expansions come and expansions go. We see this one hanging around for longer than many expect. Yes, the G7 output gap the difference between actual output and economic potential is shrinking as the US economy has joined Germany, the UK and Canada in running near full capacity.
M&G: BVTV: Getting to the bottom of subordinated debt
After a great 2017, do AT1 bonds still offer value and what should you watch out for?
Schroders: 30-year return forecast: 2018 update
In our annual update of 30-year asset class return forecasts, equities are still on top, though credit has caught up in the US.
Navigating uncertainty with your investments
Uncertainty can bring discomfort, but it always brings opportunities. There are approaches to investing that look to navigate this uncertainty and chart a steadier course, even in choppy market conditions. Expert fund managers aim to strike the right balance between risk and reward to achieve a particular outcome. Whether thats managing rising inflation, finding returns in a low yield environment or navigating volatility in tough conditions, M&G offer a range of solutions designed to help your clients.
M&G Webcast: Global Dividend Fund
Join Stuart Rhodes, fund manager of the Global Divided Fund, on February 7th for an update on the fund, elaborating on the 3 sources of dividend growth before highlighting the opportunities he sees in the current market environment.
Investec: Return of the toaster... Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
Aviva Investors: Why only the best will do
Active managers who follow a rigorous, long-term investment approach, can boost the performance of multi-asset funds.
M&G: Davos 2018: Are markets headed towards another financial crisis?
Coming from Davos at this years World Economic Forum, Jim Leaviss is joined by M&Gs CEO, Anne Richards, asking the question, are we going to see another financial crisis?
M&G: BVTV: What you really need to know about the US tax reforms
Tune in for this weeks edition of BVTV, where M&G credit analyst Simon Duff gives us the bigger picture of what the reforms means for the tech and telecoms sector and bond market issuance.
New research on Seneca Global Income & Growth Trust plc from Marten & Co
Attached is a new research note from Marten & Co, which gives an overview of recent developments in SIGT.
M&G: A summary of Q4 2017
Have we climbed the wall of worry? Or: How I learned to stop worrying and love the boom. Read the latest from our Episode Blog here
M&G: A summary of Q4 2017
Have we climbed the wall of worry? Or: How I learned to stop worrying and love the boom.
Seneca: Peter Elston - Monthly Investment Letter
In this months investment letter, Peter talks about the Seneca Investment Managers funds past performance vs. other passive multi-asset funds and how the bond bear market could "just be getting started". He goes on to show the performance attribution for the Seneca Investment Managers funds followed up by how he believes 2018 will unfold.
Legg Mason: International Small-Caps: Surprising Quality
Why should investors consider maintaining a small but consistent allocation to this often-overlooked asset class? The answer is simple: superior risk-adjusted returns with very low correlation to traditional equities.
T: Rowe Price: In a Nutshell: Dynamic Global Bond
In a world where its harder than ever for bond investors to achieve all three of the traditional fixed income benefits - stable income, diversification and downside risk management - T. Rowe Price's Quentin Fitzsimmonds discusses how to get it right.
Aviva Investors: Macro month: US shares hit yet new highs on hopes for lower taxes
Global equities hit fresh record highs in November.
Legg Mason: Signals from a pick-up in US M&A activity
A pick-up in mergers and acquisitions in unver-valued parts of the US equity market, could start a transition away from mega-cap technology and Internet names being the biggest drivers of performance and momentum.
Rathbone Investment Insights Q1 2018: Wait and Xi
Political uncertainty has dominated global events over the past couple of years. Surprise voting patterns have delivered Brexit and President Trump followed by an indecisive UK general election result.
Legg Mason: The Big Taper Takes Off
As U.S. growth continues, the Fed began the first scheduled run-off of its $4 trillion balance sheet and the European Central Bank (ECB) announced details of its planned back-off of bond buying; end of an era in Hong Kong; Venezuela delays another payment for crude oil.
M&G: Equities Perspective: It aint over yet macro trends remains supportive
In this months update Ritu Vohora, Investment Director, looks at what effect macroeconomic events this year could have on equities.
Schroders: So farewell then, 2017 an extraordinary year for markets
The last 12 months have proved to be a great time for most investors but the associated view of markets that the current period of low volatility will persist seems increasingly improbable.
Royal London: Navigating market risks in 2019
Trevor Greetham looks ahead to 2019 when it comes to investments.
Invescos Investment Outlooks for 2019
Each New Year brings the promise of a fresh start but for investors, its important to understand the global dynamics that have brought us to this point. Through written commentaries and videos, this 2019 Investment Outlook hub features a range of insights by region and asset class designed to help you prepare for the year ahead.
Aviva Investors house view 2018 outlook
The intelligence that guides our investment decisions. No-one can predict the future perfectly. But our House View represents the best collective judgement of Aviva Investors on the current and future investment environment.
M&G: 2018: The end of the (QE) affair
In our latest Panoramic Outlook, Jim Leaviss assesses the forces behind the robust and broad-based nature of global economic growth in recent months and the prospects for this broadly rosy outlook continuing into 2018. He looks at where we are within the current global deleveraging cycle, and asks how high this means that rates can go. In Jims view, the quality of investment grade credit has seen significant deterioration in recent years, another factor that is particularly important when considering whether credit spreads can compress further as we go into 2018.