5th December 2022
AXA IM: Year of the bond
Monetary policy is more art than science. We all agree that higher rates undermine growth and that helps bring inflation down. But the precise mechanisms and timing are unclear still.
Monetary policy is more art than science. We all agree that higher rates undermine growth and that helps bring inflation down. But the precise mechanisms and timing are unclear still.
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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