Equity markets fell sharply in September, with most major markets ending the month below the prior lows seen in June. Macro-economic impacts continue to dominate, with concerns around rising energy prices and broader inflation dampening consumer confidence. During September, the Federal Reserve hiked interest rates by 0.75%1 , for the 3rd consecutive time following similar increase in June and July.
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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