6th November 2025
AXA IM: No data, no cry
There has been no official US economic data this month. Who cares? The markets have enough to go on to assume a benign macroeconomic backdrop.
There has been no official US economic data this month. Who cares? The markets have enough to go on to assume a benign macroeconomic backdrop.
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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