Fund updates and articles

Invesco - Monthly Market Report for May 2019 - Published: 12 Jun 2019

Review of global market developments in May 2019, highlighting the best and worst performing sectors globally.

Henderson - Global Dividend Growth: Staying Strong - Published: 04 Jun 2019

Despite worries over slowing economic growth, global dividends continue to rise. According to the latest Janus Henderson Global Dividend Index, payouts climbed by 7.8% on a headline basis during the first quarter. What’s more, global dividends look set to have another record year in 2019.

GAM Investment Solutions: Can equity gains be sustained - Published: 30 May 2019

GAM Investment's Larry Hatheway outlines his latest multi-asset views, discussing whether markets are behaving as anticipated this year, what catalysts could change this and what the implications are for asset allocation.

Invesco - Monthly Market Report for April 2019 - Published: 22 May 2019

Review of global market developments in April 2019, highlighting the best and worst performing sectors globally.

Matthews Asia - Perspective - Published: 16 May 2019

Matthews Asia Portfolio Managers Teresa Kong and Satya Patel discuss the appeal of Asia corporate bonds for bond investors seeking global diversification.

J.P. Morgan Asset Management - How will the Brexit negotiations conclude? - Published: 15 May 2019

Karen Ward, J.P. Morgan Asset Management’s Chief Market Strategist, shares her thoughts on the Brexit negotiations.

Schroders: An infographic view of the global economy in March 2019 - Published: 29 Apr 2019

In this month's infographic, Schroders raise their growth forecasts for 2020 but downgrade them for 2019 as they illustrate the near-term issues dragging on the economy.

Invesco - Monthly Market Report for March 2019 - Published: 15 Apr 2019

Review of global market developments in March 2019, highlighting the best and worst performing sectors globally.

GAM Investment Solutions - Seeking an earnings story - Published: 12 Apr 2019

GAM Investments’ Larry Hatheway outlines his latest multi-asset views, discussing whether a pullback in markets appears less likely than it did at the turn of the year, the main threats to an improvement in markets and the potential catalyst for investors to re-engage more fully in risk assets.

Sarasin - Food and Agriculture Opportunities - Published: 11 Apr 2019

Sarasin Deputy fund manager Jeneiv Shah explores how the food economy is evolving, and how they reflect that in their food and agriculture fund.

Invesco - Monthly Market Report for February 2019 - Published: 15 Mar 2019

Review of global market developments in February 2019, highlighting the best and worst performing sectors globally.

The world in 2029 - Published: 26 Feb 2019

Through a series of charts, Fidelity International track the opportunities in the fast-growing emerging economies as they mature over the next 10 years, the introduction of a new wave of consumers, as well as some of the key environmental challenges that need to be overcome.

Invesco - Monthly Market Report for January 2019 - Published: 18 Feb 2019

Review of global market developments in January 2019, highlighting the best and worst performing sectors globally.

Invesco - Monthly Market Report for December 2018 - Published: 17 Jan 2019

Review of global market developments in December 2018, highlighting the best and worst performing sectors globally.

The real impact of US trade tariffs on China - Published: 14 Jan 2019

Countries that have current account deficits are required to attract foreign capital to ‘plug the hole’. Alex Duffy assesses the real impact that the proposed US trade tariffs will have on China’s current account and what this will mean for the Chinese economy.

John Greenwood’s annual economic outlook 2019 - Published: 11 Jan 2019

Invesco’s Chief Economist examines what the prospects are for the global economy in 2019. Also, with record low rates of unemployment in many major economies, will inflation take off this year?

Franklin Templeton - 2019 Outlook - Published: 10 Jan 2019

Franklin Templeton see plenty of reasons to be optimistic, but recognise markets may be more divergent in 2019, with some previously overlooked opportunities taking the spotlight.

Janus Henderson – Market GPS - Published: 19 Dec 2018

With numerous uncertainties in the global economy, many market participants will be looking for meaningful signals about what’s to come in 2019. Janus Henderson Investment Managers highlight the key themes across the sectors.

Invesco - Monthly Market Report for November 2018 - Published: 10 Dec 2018

Review of global market developments in November 2018, highlighting the best and worst performing sectors globally.

Schroders: An infographic view of the global economy in November 2018 - Published: 04 Dec 2018

In this month's infographic Schroders look at the factors dragging on global growth and how much of a slowdown they might cause.

Matthews Asia - The Great China Disconnect - Published: 22 Nov 2018

In this issue of Sinology Andy Rothman, Investment Strategist , shares his perspective on China and its economy and reckons that disconnection between the market, on the one hand, and macro and corporate performance, on the other hand, is likely to realign at some point.

GAM Investment Solutions - Post- peak = Turbulent Times - Published: 19 Nov 2018

GAM Investments’ Larry Hatheway outlines his latest multi-asset views, discussing recent market turbulence and whether the bull market is over; the next policy moves by the Fed and ECB; as well as the upcoming US mid-term elections.

Invesco - Monthly Market Report for October 2018 - Published: 13 Nov 2018

Review of global market developments in October 2018, highlighting the best and worst performing sectors globally.

GAM Investment Solutions - Markets in September 2018 - Published: 05 Nov 2018

GAM Investments’ Larry Hatheway outlines his latest multi-asset views, discussing what has caused the sharp bifurcation of market performance this year, whether equity markets will be driven by rotation and fresh leadership, and the key risks to markets for the remainder of 2018.

Sarasin - The Connected Farm - Published: 29 Oct 2018

Deputy Fund Manager Jeneiv Shah explores the innovation in this new area of agriculture and how it affects investment opportunities in the sector.

Schroders: An infographic view of the global economy in October 2018 - Published: 29 Oct 2018

In this month’s infographic Schroders look at whether trade wars will end the current economic cycle and the issues facing Italy's highly indebted government.

Janus Henderson - Global Snapshot - Published: 18 Oct 2018

The Janus Henderson Global Snapshot explores the themes driving markets, the trends to watch, market returns and metrics, and the Multi-Asset Team’s outlook for regions and sectors at last quarter end.

Matthews Asia - Asia Insight - Published: 15 Oct 2018

Matthews Asia is the largest dedicated Asia-only investment specialist in the United States. Here they provide their perspective on China’s small companies in the light of China’s new economic structural changes and likely reaction of Asia’s markets in response to the U.S.

Invesco - Monthly Market Report for September 2018 - Published: 04 Oct 2018

Review of global market developments in September 2018, highlighting the best and worst performing sectors globally.

Invesco - Monthly Market Report for August 2018 - Published: 18 Sep 2018

Review of global market developments in August 2018, highlighting the best and worst performing sectors globally.

Schroders: An infographic view of the global economy in August 2018 - Published: 03 Sep 2018

In this month's infographic Schroders look at the factors dragging on global growth and how much of a slowdown they might cause.

Invesco - Monthly Market Report for July 2018 - Published: 10 Aug 2018

Review of global market developments in July 2018, highlighting the best and worst performing sectors globally.

Matthews Asia - Is China Tanking? - Published: 06 Aug 2018

In this issue of Sinology Andy Rothman, Investment Strategist, focuses on the health of the largest part of the Chinese economy: domestic demand. He also explains why even a trade war would have only a modest impact on China.

Janus Henderson - Global Snapshot - Published: 30 Jul 2018

The Janus Henderson Global Snapshot explores the themes driving markets, the trends to watch, market returns and metrics, and the Multi-Asset Team’s outlook for regions and sectors at quarter end.

Invesco - Monthly Market Report for June 2018 - Published: 10 Jul 2018

Review of global market developments in June 2018, highlighting the best and worst performing sectors globally.

Invesco - Monthly Market Report for May 2018 - Published: 08 Jun 2018

Review of global market developments in May 2018, highlighting the best and worst performing sectors globally.

Sarasin - The inexorable growth of the food economy - Published: 07 Jun 2018

Sarasin fund managers Henry Boucher and Jeneiv Shah discuss the breadth of investment opportunities generated by the inexorable growth of the food economy.

Invesco - monthly market report for April 2018 - Published: 25 May 2018

Review of global market developments in April 2018, highlighting the best and worst performing sectors globally.

Aberdeen Standard Investments - Asia powers ahead in tech - Published: 21 May 2018

Hugh Young, Managing Director, Asia, of Aberdeen Standard considers emerging Asian countries are in the vanguard of employing new technology to tackle some of today’s biggest problems.

Invesco - monthly market report for March 2018 - Published: 11 Apr 2018

Review of global market developments in March 2018, highlighting the best and worst performing sectors globally.

GAM Investment Solutions - markets in February 2018 - Published: 05 Apr 2018

Chief economist and head of GAM Investment Solutions, Larry Hatheway, discusses what happened to the markets in early February, how significant the spectre of US protectionism will be and whether markets should be worried about rising inflation.

Matthews Asia - Asia Insight - Published: 03 Apr 2018

Matthews Asia is the largest dedicated Asia-only investment specialist in the United States. Here they provide their perspective on China’s small companies in the light of China’s new economic structural changes and likely reaction of Asia’s markets in response to the U.S.

Invesco - monthly market report for February 2018 - Published: 21 Mar 2018

Review of global market developments in February 2018, highlighting the best and worst performing sectors globally.

Invesco - monthly market report for January 2018 - Published: 07 Feb 2018

Review of global market developments in January 2018, highlighting the best and worst performing sectors globally.

Matthews Asia - 2017 Year-end CIO Review and 2018 Outlook - Published: 26 Jan 2018

Matthews Asia CIO and Portfolio Manager Robert Horrocks, PhD, shares an update on the markets and considers whether current trends might continue in 2018.

Aberdeen Asset Management - Where should investors look for opportunities in 2018? - Published: 25 Jan 2018

Hugh Young, Managing Director of Aberdeen Asia shares his views on opportunities for investors in 2018.

Fidelity International - Outlook 2018 - Survey Results - Published: 23 Jan 2018

Fidelity International surveyed more than 240 professional investors to gain a fresh understanding of how they view the current investment landscape and how likely this is to influence their investment recommendations in 2018.

GAM Investment Solutions -The macroeconomic outlook for 2018 - Published: 20 Jan 2018

Chief economist and head of GAM Investment Solutions, Larry Hatheway, discusses the macroeconomic outlook for 2018, including his expectations for global equity and bond markets, monetary policy and the biggest risks to investors in the year ahead.

J.P. Morgan Asset Management | The investment outlook for 2018: It ain’t over till the central banks sing - Published: 18 Jan 2018

Karen Ward, Chief Market Strategist for the UK and Europe, from J.P. Morgan Asset Management provides an investment outlook for 2018.

Matthews Asia - Asia Insight - Published: 18 Jan 2018

In 2018, will the U.S. market continue to power up on expanding margins? If so, what does that mean for the rest of the world’s economies? Matthews Asia CIO Robert Horrocks, examines the factors behind the most likely scenarios.

Invesco - Monthly Market Report for period December 2017 - Published: 08 Jan 2018

Review of global market developments in December, highlighting the best and worst performing sectors globally.

Invesco - Global Economic Outlook 2018 - Published: 03 Jan 2018

John Greenwood, Invesco Ltd’s Chief Economist, outlines his views on developments in global economies.

Invesco - Monthly Market Report for period November 2017 - Published: 10 Dec 2017

Review of global market developments in November, highlighting the best and worst performing sectors globally.

GAM Investment Solutions - Global equity and fixed income outlook October 2017 - Published: 15 Nov 2017

Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses the current global macro picture, the on-going Q3 earnings season and the effect of the expected tapering by central banks on the markets.

Invesco - Monthly Market Report for period October 2017 - Published: 15 Nov 2017

Review of global market developments in October, highlighting the best and worst performing sectors globally.

GAM Investment Solutions - Global equity and fixed income outlook September 2017 - Published: 25 Oct 2017

Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses the outlook for global equity and bond markets, his expectations for monetary policy and the biggest risks to investors in the next quarter.

Matthews Asia - Asia Insight - Published: 13 Oct 2017

Matthews Asia is the largest dedicated Asia-only investment specialist in the United States. Here they analyse China’s latest macro numbers and comment on strategic versus tactical investment decisions. Matthews Asia funds are available via our guided-architecture products Quantum, Oracle, Paragon and LifePlan.

Invesco - Monthly Market Report for period September 2017 - Published: 09 Oct 2017

Review of global market developments in September, highlighting the best and worst performing sectors globally.

GAM Investment Solutions - Global equity and fixed income outlook August 2017 - Published: 17 Sep 2017

Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses how global equity and bond markets are performing, the outlook for the dollar and whether economic expansion in emerging markets is sustainable.

Invesco - Monthly Market Report for period August 2017 - Published: 15 Sep 2017

Review of global market developments in August, highlighting the best and worst performing sectors globally.

Invesco - Monthly Market Report for period July 2017 - Published: 08 Aug 2017

Review of global market developments in July, highlighting the best and worst performing sectors globally.

GAM Investment Solutions - Global equity and fixed income outlook June 2017 - Published: 26 Jul 2017

Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses the outlook for global equity and bond markets, the impact of stalling or falling inflation and the biggest risks for investors over the next quarter.

Matthews Asia - Asia Insight - Published: 25 Jul 2017

Matthews Asia is the largest dedicated Asia-only investment specialist in the United States. Here they analyse China’s latest macro numbers and comment on strategic versus tactical investment decisions. Matthews Asia funds are available via our guided-architecture products Quantum, Oracle, Paragon and LifePlan.

Schroders: The story of the global economy in pictures - Published: 21 Jul 2017

Schroders take a look at the market's rise so far in 2017 and ask if there are signs of investor complacency in pictures.

Morningstar Market Commentary - Q2 2017 - Published: 19 Jul 2017

Morningstar experts provide an overview of what happened in indexes market during the second quarter of 2017.

Aberdeen Asset Management - Emerging markets: The risks have changed - Published: 14 Jul 2017

In this changing world the Emerging markets have also changed over the last 30 years. Here at Aberdeen Asset Management they believe it’s time to change perception about emerging markets.

Janus Capital Group Inc. and Henderson Group plc complete merger of equals - Published: 11 Jul 2017

On 30 May 2017 Janus Capital Group Inc. and Henderson Group plc announced the completion of an all-stock merger of equals to form Janus Henderson Group plc (Janus Henderson).

Invesco - Monthly Market Report for period June 2017 - Published: 10 Jul 2017

Review of global market developments in June, highlighting the best and worst performing sectors globally.

Investec Asset Management's Views: UK General Election - Published: 20 Jun 2017

Investec Asset Management portfolio managers give their views on the UK General Election result.

Schroders - UK election: what a hung parliament means for markets - Published: 12 Jun 2017

Following the surprise UK general election result, Schroders fund managers consider the implications for the economy and markets.

GAM Investment Solutions - Global equity and fixed income outlook May 2017 - Published: 08 Jun 2017

Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses the outlook for global equity and bond markets, the impact of recent political uncertainty in the US and the significance of the forthcoming UK election and monetary policy decisions for markets.

Invesco - Monthly Market Report for period May 2017 - Published: 06 Jun 2017

Review of global market developments in May, highlighting the best and worst performing sectors globally.

Matthews Asia - Asia Insight - Published: 16 May 2017

Matthews Asia is the largest dedicated Asia-only investment specialist in the United States. Here they analyse China’s latest macro numbers and comment on strategic versus tactical investment decisions. Matthews Asia funds are available via our guided-architecture products Quantum, Oracle, Paragon and LifePlan.

Morningstar Market Commentary – Q1 2017 - Published: 15 May 2017

Morningstar experts provide an overview of what happened in indexes market during the first quarter of 2017.

Invesco - Monthly Market Report for period April 2017 - Published: 10 May 2017

Review of global market developments in April, highlighting the best and worst performing sectors globally.

Invesco - Monthly Market Report for period March 2017 - Published: 06 Apr 2017

Review of global market developments in March, highlighting the best and worst performing sectors globally.

Matthews Asia Perspective - Published: 17 Mar 2017

Specialists at Matthews Asia offer their perspectives on ‘Why invest in Asia in an age of confrontation?’ and ‘Is 2017 a game changer for Japanese equities?’ Asia is far too large to truly be driven by anything other than its internal dynamics. The markets clearly seem to be de-linking Asia and the U.S. to an extent, there are several reasons to be more optimistic not only for 2017, but further beyond.

GAM Investment Solutions - Emerging Markets - Another year, another opportunity - Published: 15 Mar 2017

Paul McNamara, investment director responsible for GAM’s emerging market strategies, looks ahead to 2017 and reflects that the likely drivers of EM local currency bond markets are the same ones that led to overall outperformance last year.

GAM Investment Solutions - Global equity and fixed income outlook February 2017 - Published: 15 Mar 2017

Chief Economist and Head of GAM Investment Solutions, Larry Hatheway, comments on the outlook for global equity and fixed income markets, his expectations for the upcoming Fed and ECB interest rate decisions and the impact of the forthcoming elections in Europe.

Invesco - Monthly Market Report for period February 2017 - Published: 09 Mar 2017

Review of global market developments in February, highlighting the best and worst performing sectors globally.

Morningstar Market Commentary – Q4 2016 - Published: 21 Feb 2017

Morningstar experts provide an overview of what happened in indexes market during the fourth quarter of 2016.

Invesco - Monthly Market Report for period January 2017 - Published: 07 Feb 2017

Review of global market developments in January, highlighting the best and worst performing sectors globally.

RL360 Fund centres - Data feed changes to Morningstar® - Published: 03 Feb 2017

A redevelopment of our guided-architecture Fund centres mean we have swapped our data supplier to highly-regarded company Morningstar®. This introduces more in-depth fund analysis and an enhanced level of functionality that will surely impress you. We’ve extended the tools to your clients too!

BlackRock - 2017 Global Investment Outlook - Published: 20 Jan 2017

Reflation appears to be taking root, with fiscal expansion set to replace monetary policy as a driver for global growth and markets. The BlackRock Investment Institute shares its views on the 2017 outlook.

Columbia Threadneedle - Market Outlook 2017 - Published: 20 Jan 2017

An investment panel, chaired by Investment Editor Mark King, discuss the investment outlook for 2017.

Canaccord Genuity Wealth Management: A look back at 2016 - a walk on the wild side - Published: 19 Jan 2017

Richard Champion, Deputy CIO at Canaccord takes a look at some of the surprises that befell markets in 2016.

Morningstar - Market Outlook for 2017 - Published: 17 Jan 2017

Dan Kemp, Chief Investment Officer for Morningstar Investment Management, believes stock markets will not repeat 2016.

Guinness Asset Management - 2017 Outlook for Energy - Published: 16 Jan 2017

It was a year of recovery for energy equities, albeit a volatile one. Click on this story to read Guinness’ review of 2016 and what the energy market outlook is for 2017.

HSBC - To 2017 and beyond... Investment Outlook - Published: 12 Jan 2017

The HSBC Global Asset Management team of Global Chief Investment Officers and Strategists provide their year-end review for 2016 and their investment outlook for 2017 and beyond.

Schroders - 2016 review: The underdogs bite back - Published: 12 Jan 2017

Political upheaval and the need for ongoing support from central banks dominated global economic headlines in 2016, but what lessons have we learnt and what can we expect in 2017?

Invesco - Global economy investment outlook for 2017 - Published: 12 Jan 2017

How might economic recovery differ across developed and emerging economies in 2017?

J.P. Morgan Asset Management - Investment Outlook for 2017 - Published: 11 Jan 2017

Strategists from J.P. Morgan Asset Management provide a 2017 investment outlook.

Invesco - Monthly Market Report for period December 2016 - Published: 10 Jan 2017

Review of global market developments in December, highlighting the best and worst performing sectors globally.

Pictet Asset Management - The Investment Landscape in 2017 - Published: 06 Jan 2017

The Pictet Asset Management Strategy Unit publishes their forward-looking thoughts on what the markets will face in 2017.

Standard Life Investments – Q3 2016 Global Review - Published: 16 Dec 2016

What happened in the global markets during Q3 2016? Click here to read Standard Life Investments' economic analysis.

Invesco - Monthly Market Report for period November 2016 - Published: 12 Dec 2016

Fund Managers from Invesco Asset Management provide a regional roundup of market activity from November 2016.

Fund Manager views on US presidential election results - Published: 25 Nov 2016

US Presidential Election results: What it may mean for the economy, the markets, and investors.

Invesco - Monthly Market Report for period October 2016 - Published: 09 Nov 2016

Fund Managers from Invesco Asset Management provide a regional roundup of market activity from October 2016.

Matthews Asia - Asia Insight - Published: 04 Nov 2016

Matthews Asia is the largest dedicated Asia-only investment specialist in the United States. Here they analyse China’s latest macro numbers and comment on strategic versus tactical investment decisions. Matthews Asia funds are available via our guided-architecture products Quantum, Oracle, Paragon and LifePlan.

Invesco - Quarterly Economic Outlook for Q4 2016 - Published: 25 Oct 2016

John Greenwood, Chief Economist for Invesco, delivers his economic outlook for Q4 2016. Click here to read his full report.

Morningstar Market Commentary - Q3 2016 - Published: 21 Oct 2016

Morningstar experts provide an overview of what happened in indexes market during the third quarter of 2016.

Invesco - Monthly Market Report for September 2016 - Published: 14 Oct 2016

Fund Managers from Invesco Asset Management provide a regional roundup of market activity from September 2016.

Schroders - Bond Investors post-Brexit options - Published: 22 Sep 2016

Paul Grainger, fixed income manager for Schroders gives his view on the options bond investors have in the current market in which Brexit has come to increase the already high level of uncertainty.

Invesco - Monthly Market Report for period August 2016 - Published: 22 Sep 2016

Fund Managers from Invesco Asset Management provide a regional roundup of market activity from August 2016.

Standard Life Investments - Q2 2016 Global Review - Published: 22 Sep 2016

What happened in the global markets during Q2 2016? Click here to read Standard Life Investments' economic analysis.

Invesco - Monthly Market Report for period July 2016 - Published: 07 Sep 2016

What happened in the markets following the UK voting to leave Europe? Fund Managers from Invesco Asset Management provide a regional roundup of market activity from July 2016.

J.P.Morgan - Analyzing the Post Brexit landscape - Published: 07 Sep 2016

J.P.Morgan experts assess the post Brexit Q1 earnings season and also consider the weigh Brexit implications will have on the economic and investment fronts.

Invesco - Quarterly Economic Outlook for Q3 2016 - Published: 30 Aug 2016

John Greenwood, Chief Economist for Invesco, delivers his economic outlook for Q3 2016. Click here to read his full report.

Brexit - Fund Manager reactions post Referendum - Published: 04 Jul 2016

After the announcement on Friday 24 June 2016 that the UK voted to exit Europe, fund managers published their immediate views on what they thought this meant for the UK and the impact on their funds. Read their reactions here.

Brexit - What to Expect ? - Published: 16 Jun 2016

Invesco, J.P. Morgan and Pictet Asset management groups give their analysis on the possible scenarios that can be expected after the referendum contemplating the exit of Great Britain or continuing in the European Union.

Opportunities to Invest in Small & Medium-Cap Funds - Published: 16 Mar 2016

Investors might think there is safety in investing in the shares of large established companies, but should the small and mid-cap companies be overlooked?

Invesco Perpetual - Investing in UK Smaller Companies - Published: 29 Feb 2016

Jonathan Brown, UK Equities Fund Manager at Invesco Perpetual shares his views on stock picking UK smaller companies which he believes have the resilience to weather the global storm.

Guinness Asset Management - Why Invest in Asia? - Published: 15 Feb 2016

The Asia region is made up of a mix of advanced, high-income economies and newly industrialised countries that are home to 54% of the world’s population. Industrialisation brings with it increased wealth, improved standards of living and a vast consumer market that attracts both domestic and international brands. Here Guinness specialists give their views on what makes Asia different.

J.P. Morgan Asset Management - Investing in Smaller Companies - Published: 15 Feb 2016

Here J.P. Morgan’s Head of Investment Trusts, Simon Crinage, explains what potential there is in investing in small and mid cap shares, with particular reference to the UK, where the younger companies have the potential to thrive.

Matthews Asia - Asia Insight - Published: 15 Feb 2016

Matthews Asia believes in long-term growth of Asia and is the largest dedicated Asia-only investment specialist in the United States. Matthews Asia funds have recently been added to our guided-architecture products Quantum, Oracle, Paragon and LifePlan. Here they provide their views on investment opportunities that exist in Asia.

Henderson - Commodities 2016 Outlook - Published: 21 Jan 2016

Mathew Kaleel Economist for Henderson shares his views on what happened in commodity markets during 2015 and the outlook for 2016.

BlackRock - 2016 Investment Outlook - Published: 21 Jan 2016

As the global liquidity wave crests, the business, credit and valuation cycles should gain in importance. Unusually, these cycles appear to be out of sync. This argues for careful navigating in 2016.

Sarasin - Market View: A necessary correction. - Published: 22 Oct 2015

Guy Monson CIO of Sarasin and Partners talks about the market outlook following the last quarter and how different circumstances have affected the market.

Schroders - China's strong growth, but fragile foundations - Published: 10 Aug 2015

Schroders Emerging markets Economist Craig Botham gives his views on chinese growth and why he is still skeptical about the future.

Gam - Chinese equities: Review and Outlook - Published: 10 Aug 2015

Michael Lai, Investment Director and manager of GAM Star China Equity, shares his views on the current situation with the Chinese stock market.

The Outlook for Greece - Published: 14 Jul 2015

Compilation of articles of experts from Fidelity and Henderson analysing the Greek economic outlook and mentioning probable outcomes for the whole situation.

Henderson - EM's Diverging Universe - Published: 21 Apr 2015

Hendersons’ Steve Drew, discusses the dynamics currently at work on the different emerging markets.

BlackRock - Outlook 2015 Looking Glass - Published: 22 Jan 2015

BlackRock's 2015 outlook highlights the key themes that they believe could affect your clients’ portfolios over the coming year and how you can help them through what looks set to be a complex 12 months.

Pictet Asset Management - The Investment Landscape in 2015 - Published: 19 Jan 2015

Pictet Asset Management's Strategy Unit present their 2015 outlook sharing why they feel that Japanese stocks are the most appealing within the equity sector, why technology looks set to outperform and why emerging market debt is their top pick for the year ahead.

Threadneedle - Market Outlook for 2015 - Published: 08 Jan 2015

Mark Burgess, Chief Investment Officer at Threadneedle Investments shares his views on policy divergence, expectations for global interest rates during the next 12 months and investment themes for 2015.

Guinness - Investing in companies with innovation in their DNA - Published: 28 Nov 2014

Guinness Asset Management, who has just launched a UCITs version of its highly rated Guinness Atkinson Global Innovators Fund, reveals what it looks for when it comes to searching for the most innovative companies.

Hashtag healthcare - it's trending - Published: 18 Nov 2014

Following our annual fund review and due to popular demand we are pleased to give you access to healthcare, biotechnology and life science equity funds within our Oracle, Paragon, Quantum and LifePlan products for the first time.

The rise in renewable energy - Published: 18 Nov 2014

Following our annual fund review we are pleased to give you access to a renewable energy fund alongside our regular energy funds within the Oracle, Paragon, and Quantum fund ranges.

Guinness - Investing in global energy - Published: 03 Nov 2014

Guinness Asset Management explain why the implications of population growth and increasing energy consumption are profound for investors in both traditional energy and alternative energy, and why the long term consumption of energy has huge supply and demand implications now and for the future.

Guinness - Dividends matter - Published: 03 Nov 2014

Guinness Asset Management explain why it is important to focus on a value approach with regard to the equity income sector, and why a basket of dividend-paying, quality companies should be a staple in any portfolio.

Henderson - Assets aligned - Published: 21 Jul 2014

Hendersons’ Chris Burvill, Manager of the Henderson Cautious Managed Fund, discusses walking the narrow path between equities and bonds and why multi-asset funds have a core role to play in a volatile market.

Henderson - A simple guide to volatility - Published: 14 Jul 2014

Henderson provide a simple explanation about volatility, the importance it plays when selecting funds and why diversification should be considered in order to help spread risk within a clients’ portfolio.

Sarasin - Four frogs and a fridge - Published: 23 Jul 2013

Henry Boucher, Deputy Chief Investment Officer at Sarasin & Partners and manager of the Sarasin AgriSar fund explains what the Victorians, frogs and long-term trends in the global food chain all have in common.

Renaissance - Africa's momentum has just begun - Published: 05 Jul 2013

Ron Gillies of Renaissance Asset Managers looks at what growth prospects Africa can offer in the emerging markets sector.

Miton - Why caution is key - Published: 23 Apr 2013

Martin Gray, fund manager at Miton, shares his views on why he’s taking a defensive approach in the current economic climate.

Renaissance - Africa, open for business - Published: 23 Apr 2013

Ron Gillies of Renaissance Asset Managers takes a look at why the development of Africa is fast becoming the next big investment opportunity.

Pictet - Bright outlook for timber - Published: 04 Apr 2013

Gabriel Micheli, Senior Investment Manager, Pictet Asset Management looks at the prospects for timber stocks following encouraging signs of a US housing market recovery.

Amundi - Why is today a good entry point to invest in Global Resources? - Published: 11 Mar 2013

Sudeshna André, Commodity Equities Investment Specialist & Delphine Pelloile, Amundi Islamic Product Specialist look at why new and exciting investment opportunities make the global resources sector an attractive proposition.

Fidelity - Asset allocation; strategic or tactical? - Published: 10 Oct 2012

Steven Edgley, Investment Director - Investment Solutions Group, Fidelity, shares his views regarding asset allocation.

Pictet - A brief update on gold - Published: 31 Aug 2012

Chloe Koos Dunand, econimist at Pictet, discusses the recent demand for gold and some of the key reasons for its success.

BlackRock - Peering through the hedge - Published: 30 Jul 2012

Claire Duffy, head of strategic alliances at BlackRock, takes the time to explain BlackRock's views on currency hedging, risk, and its role in the value of total returns.

Schroders - Growth beyond the financial crisis - Published: 30 Jun 2012

Virginie Maisonneuve and Katherine Davidson of Schroders, examine how analysing the sustainability of long-term corporate growth has played second fiddle to reacting to immediate macro events in recent times.

Pictet - Quenching the world's thirst - Published: 30 May 2012

Philippe Rohner, senior investment manager of the Pictet Water fund, highlights the importance of better water provision, the current imbalance between supply and demand and the potential opportunities.

Sarasin - 7 billion and counting - Published: 30 Apr 2012

Henry Boucher, Sarasin agrisar fund manager, examines the world's population, its impact on global resources and the associated opportunities.

GAM - Asia's global influence grows - Published: 30 Mar 2012

Michael Lai, investment director of asian funds at GAM, shares his views on asian countries extending their political and economic influence and what this means for the future.

Henderson - What is Absolute Return? - Published: 30 Oct 2011

Ben Wallace and Luke Newman, UK absolute return fund managers at Henderson, take the time to explain a little bit more about absolute return strategies.

Henderson - Integration of Gartmore business - Published: 30 Aug 2011

Henderson Global Investors confirm their aquistion of Gartmore and the important changes they will be making to the fund range.

Fidelity - Real assets, the inflation play - Published: 30 Jul 2011

Amit Lodha, portfolio manager at Fidelity, assesses the impact of the inflation dragon which has been awoken from its slumber once again!

BlackRock - Asset allocation - Published: 30 Jun 2011

Mike Trudel, managing director & global strategist at BlackRock, examines asset allocation in detail and how a well-diversified, flexible mandate, can potentially improve investor returns.

JP Morgan - Global consumer trends - Published: 27 Feb 2011

Peter Kirkman, portfolio manager at JP Morgan, examines long-term consumer trends and how they are affecting what people buy and how they live.