Investment partner views

Read the latest views from Scottish Widows Investment Partnership (SWIP) and our other investment partners on markets and market conditions, including the impact of events in Japan, the Middle East and North Africa, and the eurozone.

You can also read comments on investment issues, fund performance and the latest outlooks for markets in FundsTalk – our online source of topical articles for financial advisers.

SWIP

Aberdeen

Unanticipated growth is a bigger risk to Treasuries than downgrade
S&P’s US credit rating downgrade
For up-to-date views from Aberdeen, visit their adviser website.

Artemis

For up-to-date views from Artemis, visit the In Sights section of their website.

Baillie Gifford

For up-to-date information on markets and investment strategies, visit Baillie Gifford’s online investment journal Working Capital.

BlackRock

For up-to-date views from BlackRock, visit the Market views section of their website.

Fidelity

QE addicts refused fix by Bernanke . . . for now
Tom Stevenson update
It’s all too much!
For up-to-date view from Fidelity, visit the News and perspectives section of their website.

Henderson

Market update by Bill McQuaker
UK equities are starting to offer exceptional value
Reaction to the sharp falls in equities
To read the regular views of Simon Ward, Henderson’s chief economist, visit www.moneymovesmarkets.com
For up-to-date views from Henderson, visit the News and views section of their website.

Insight Investment

Bond market update
Current market volatility
For up-to-date views from Insight, visit the Latest insights section of their website.

Invesco Perpetual

Global equity markets - a crisis of confidence
Indiscriminate markets create opportunities
The US downgrade – the end of the road for Keynesian economics?
Visit Invesco Perpetual’s Investment Intelligence portal to watch webcasts on markets and register for quarterly seminars.

Investec Asset Management

Assessing the impact on asset classes as market turmoil continues
Follow the balance sheet – are there any safe havens for fixed income investors?
For up-to-date views from Investec, visit the News & views section of their website.

J.P. Morgan

A soft patch, not a perfect storm
US debt crisis: after the downgrade
What’s behind this week’s volatility?
For up-to-date views from J.P. Morgan and to register for quarterly seminars, visit the Market insight section of their website.

Jupiter

CIO of Jupiter comments on recent falls in market
For up-to-date views from Jupiter, visit the News section of their website.

Martin Currie

An uncertain world
Where there’s muck there’s brass
For up-to-date views from Martin Currie, visit the News and views section of their website.

Newton

The US is left smarting as S&P wields its credit rating axe
For up-to-date views from Newton, visit the Knowledge centre section of their website.

Schroders

Standard Life Investments

Macro digest
For up-to-date views from Standard Life Investments, including the latest editions of their Global Outlook, Global Perspective and Global Horizons publications, visit the Market views section of their website.

Views, opinions and forecasts expressed are those of the fund managers. They do not necessarily represent the views of the investment houses concerned.

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 these views when making investment decisions.