7th October 2024

PIMCO: Cuts and Consequences

Just as it marks the transition from summer to fall, September has often been a transitional month for monetary policy and financial markets.

In September 1998, the Federal Reserve initiated an interest-rate-cutting cycle and a bailout of Long-Term Capital Management in the wake of financial crises in Asia and Russia. In September 2007, the Fed began cutting rates at the dawn of what would become the global financial crisis. A year later, Lehman Brothers’ bankruptcy on 15 September 2008 marked a peak in that crisis. The authors of this column witnessed the aftereffects of Lehman’s collapse firsthand in midtown Manhattan and London’s Canary Wharf, respectively.

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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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