5th January 2023

AXA IM: Goodbye 2022, here’s to the next 12 months

As always, financial markets are awash with attempts to explain what is going on and forecast what will happen next. Generally, most people struggle with the first, and fail miserably with the second. So, it is with great trepidation and humility that I look forward. The markets are the aggregation of a very large number of views and actions, and the efficient markets hypothesis argues that prices always reflect all available information.

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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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