Square Mile Investment Consulting & Research Limited

We're in a period of heightened market volatility, driven by several key factors: 👉 Monetary policy shifts: Interest rate changes in Japan and the UK are sparking concerns about economic slowdowns, leading to market fluctuations. 👉 US tech weakness: Disappointing earnings from major US tech companies have amplified fears of a broader downturn, impacting global markets, especially in Asia. 👉 Geopolitical tensions: Rising conflicts in the Middle East are further unsettling markets and could affect global trade. 💡 Stay the course: Maintaining a long-term perspective and a diversified portfolio can help manage risk and reduce volatility during these challenging times. Find out more from our investment team on navigating turbulence in the market: https://loom.ly/ZLDDG8w #MarketVolatility #InvestmentStrategy #GlobalEconomy #Diversification #LongTermInvesting #SquareMile

In the wake of Labour’s election victory, the #JupiterMerlin team assess what went wrong for the Conservatives and ask whether the party can regroup in order to form an effective opposition. Read their latest article: https://lnkd.in/gYKaipDx #JupiterAM

In case you've missed... Eduardo Sánchez Alonso, CFA, CAIA, Square Mile's Associate Research Director for Fixed Income, Alternatives & Multi-Asset, hosted an insightful discussion with Stuart Edwards from Invesco Ltd., Nicholas Ware Janus Henderson Investors, and Nicola Mai PIMCO for "A Spotlight On" panel. The experts discussed: 👉 How they have been managing volatile interest rates in their portfolios over the last year. 👉 Which regions they think present the most attractive opportunities for the asset class. 👉 Divulge their favourite part of the credit market. Catch the full discussion and gain valuable insights into the fixed income landscape in 2024! https://loom.ly/iLe0CPs #FixedIncome #InvestmentStrategy #SquareMileResearch #Invesco #JanusHendersonInvestors #PIMCO #CreditMarkets #Webinar

Going for gold in sustainable investing 🏅 The games of the XXIII Olympiad are well underway, so we've asked Jake Moeller and our research team to share their 'winners' when it comes to sustainable investing. They've chosen some of the funds that have been awarded a prestigious 3D Gold medal for their exceptional adherence to Square Mile's "Doing Good," "Avoiding Harm," and "Leading Change" framework. 👉 M&G plc Positive Impact Fund: A champion in driving measurable, positive impact while maintaining robust fundamentals. 👉 Montanaro Asset Management Better World Fund: Focuses on high-quality companies aligned with the UN Sustainable Development Goals. 👉 Goldman Sachs Green Bond Fund: Pioneering green bonds, with rigorous screening against ICMA principles. 👉 WHEB Sustainability Fund: Invests in companies providing solutions to sustainability challenges across nine key themes. 🌱 These are some of the funds our research team think are setting the pace for sustainable investing; click the link to find out why: https://loom.ly/dCt2vRI #SustainableInvesting #ResponsibleInvestment #ImpactInvesting #SquareMileResearch #3DFundAnalysis

The Bank of England has cut rates to 5% - cash is no longer king. Is now the time to consider elevated bond yields? Watch our video on how current starting yields in fixed income can potentially deliver multi-year returns. https://pim.co/csx7n0ta #InterestRates #BoE

Richard Romer-Lee talks to Cityhive about how #consumerduty is setting the standard for accountability and transparency, when it comes to supporting our clients.

Why now might be the time to invest in Asian equities... Discover the potential of the Invesco EMEA Asia Trust, managed by Ian Hargreaves and Fiona Yang. This value-oriented strategy aims to achieve long-term capital growth and distribute regular dividends, focusing on stocks trading below their fair value. Why our research team like the strategy: 👉 Managed by experienced portfolio managers Ian Hargreaves and Fiona Yang 👉 Strong emphasis on fundamental analysis and valuation 👉 Exposure to developing markets with a contrarian investment approach Head to our Academy of Funds to find out more about the Invesco Asia Trust: https://loom.ly/iMgxvms #InvestmentStrategy #AsianEquities #ValueInvesting #LongTermGrowth #SquareMileResearch #Investing #PortfolioManagement

Join Jake Moeller as he sits down with Cormac Weldon from Artemis Investment Management to discuss Artemis’ US equity strategies, including the A-rated Artemis US Select Fund and the AA-rated US Smaller Companies Fund. 📈🇺🇸 Cormac dives into: 👉 The strategies behind managing these funds 👉 The importance of robust asset allocation 👉 The impact of the ever-changing political landscape on portfolio risk Tune in for valuable insights into US equity investing and future opportunities! https://loom.ly/aVzo0hg #USEquities #InvestmentStrategy #ArtemisInvestmentManagement #SquareMileResearch #PortfolioManagement #InvestmentOpportunities

Our latest Academy of Funds report is now live! Click below to discover what’s gone up ⬆️⬇️ in the academy over Q2 2024. More highlights from Q2 2024: 👉 Fund in favour: T. Rowe Price Global Impact Credit Fund was the most viewed responsible fund of Q2. 👉 Hunting for income?: Income was the most popular search outcome in Q1 2024, with 44.2% of views. Capital accumulation dropped to second place with 38.5%, down from 46%. 👉 Equities still dominate: Equity searches increased from 60% in Q1 to 62% in Q2 2024, maintaining their top position by quite a margin. Fixed income remained second with 24.7% of views. Click here to see the summary report > https://loom.ly/i63csyo Havelock London Principal Asset Management Schroders Guinness Global Investors Wellington Management #InvestmentInsights #FundPerformance #Q22024 #ResponsibleInvesting #SquareMileResearch #MarketTrends

2024 has been a year of elections so far, and perhaps the most significant are yet to come. Are markets ready for change, or are the blinkers still on? Join the #JupiterMerlin Team for their webcast: https://lnkd.in/gJ7pmGbi #JupiterAM