For now, there are no clear challenges to companies’ earnings, which are the real drivers of risk markets, but we need to stay watchful. Tariffs may not be the prevailing narrative, but that doesn’t mean their impact will disappear. Localised credit episodes are contained but need to be monitored.
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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