4th October 2022

AXA IM: London Lessons

The Bank of England has bought the government some time to re-think its plans, but volatility is likely to remain high. Reassuring markets by curbing spending to offset the permanent tax cuts is the government’s preferred course, but the political cost would be large. Funding the immediate relief package with a windfall tax on energy companies, or reversing the tax cuts are other options, but they also come with a potential cost in terms of political stability.

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fidelity Adviser Solutions: Is there a missing asset class for retirees?

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

BNP Paribas: Multi-Asset Investment Views Quarterly Update – July 2026

Watch Laurent Clavel discuss why he is confident that investors should potentially see positive returns in the second half of 2026.

Artemis: Wolstencroft: Investor complacency is making me nervous

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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