Fortune has favoured the value investor over the past six months or so. The announcement and subsequent rollout of vaccines has led to a sharp outperformance for value stocks since the end of October 2020, with sectors such as banking, energy, mining and tourism & leisure making up for poor performance from the initial impact of COVID-19.
Market data shows bonds and equities are not always the diversifiers investors assume, with periods where both asset classes fall together. Fidelity Adviser Solutions’ Paul Squirrell explores what long-term correlation data tells us and how incorporating annuities alongside bonds and drawdown could help deliver more resilient and sustainable retirement income strategies. 5-minute read
Watch Laurent Clavel discuss why he is confident that investors should potentially see positive returns in the second half of 2026.
The manager of the Artemis SmartGARP European Equity Fund says it is at times when other investors stop caring about valuations that they become more important than ever.
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