Response to market conditions
In this section, we give the viewpoint of Scottish Widows Investment Partnership (SWIP) and our other investment partners on market conditions.
For information about Scottish Widows’ financial position, visit our Financial strength section. This includes details of our financial strength ratings and capital ratio, as well as those of our parent company the Lloyds Banking Group.
Money market funds
- Money market funds update, October 2009 (pdf)
(pdf
263kb)
Following on from our March 2009 fundstalk article ‘Understanding our cash funds’, we remind you about the impact of lower interest rates on money market fund returns. We also look at the current holdings of the money market funds available through Scottish Widows and give a brief summary of the ABI’s recent review of the sector.
- ABI Money Market sector review, October 2009
(pdf
102kb)
This fundstalk article has an in-depth look at the ABI review of the Money Market sector.
If you want to view our previous articles on money market funds, visit the Archive section of the fundstalk microsite
Scottish Widows and SWIP
- UK financial history 1950–2008
(pdf
65kb)
This chart illustrates how some popular indices have performed over the last 58 years and highlights key dates.
This issue includes topical articles, plus market reviews and outlooks.
Investment partner views - Baillie Gifford
For up-to-date information on funds, markets and investment strategies, visit Baillie Gifford’s online investment journal, Working Capital
.
Investment partner views – BlackRock
- Market update: Greek sovereign debt, February 2010 (pdf 514 kb)

For up-to-date information from BlackRock, including webcasts on funds and what’s happening across global markets, visit the BlackRock microsite
.
Investment partner views – Fidelity
- InPerspective: Asset allocation, February 2010 (pdf 656kb)

- Inflation Watch - Inflation may well be the macro factor most likely to exercise the thoughts of the investment community in 2010. But just how much of a threat does it pose?

- Recovery indicator - monthly analysis of the key economic indicators that must, in Fidelity’s view, turn positive in order to drive a sustained recovery

For up-to-date information from Fidelity, visit the News and perspectives
section of their website.
Visit the Fund perspectives
section of Fidelity’s website, to listen to and view recent webconferences and webcasts on key investment and industry themes.
Investment partner views - Henderson New Star
For up-to-date information from Henderson New Star, visit the Industry views
section of their microsite.
To watch webcasts, visit Henderson New Star TV
.
You can also register for upcoming teleconferences by visiting Asset tv
.
Investment partner views – Invesco Perpetual
Visit Invesco Perpetual's Investment Intelligence
portal to watch webcasts on markets and funds. You can also register to watch future events live and submit your questions to the fund managers.
Investment partner views – Investec
To watch webcasts featuring Investec’s fund managers, visit their website
Investment partner views – JPMorgan Asset Management
For up-to-date information from JPMorgan, including webconferences on markets and funds, visit the Market insights
section of their website.
Investment partner views – Jupiter
For up-to-date information from Jupiter, including fund manager webcasts, visit the News
section of their microsite.
Investment partner views – Newton
For up-to-date information from Newton, including webcasts, visit the Expert views
section of their microsite.
Investment partner views – Schroders
- Quickview: UK economy strengthening, March 2010
(pdf 51kb) - Economic and Strategy Viewpoint, February 2010
(pdf 110 kb) - Talking Point: Outlook for UK inflation-linked bonds, February 2010
(pdf 82 kb)
For up-to-date information from Schroders, including webcasts, visit the Talking
Point
section of their microsite.
Views, opinions and forecasts expressed here are those of the fund managers. Investment markets and conditions can change rapidly and, as such, the views expressed should not be taken as statement of fact, nor should reliance be placed on those views when making investment decisions.








