In 2020, we proposed that higher interest rates, de-globalisation, and the re-pricing of assets previously deemed safe would lead the 2020s to be the decade of the ‘cheap asset’. Now, five years on, Shane Kelly, Global Value Equities Fund Manager, examines how the investment regime has evolved and discusses the potential opportunities for value investors.
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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