Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy.
In this week’s Weekly Digest, our Head of Investment Strategy, John Wyn-Evans discusses how investors are worrying about the prospect of too much growth, specifically about the potential upward pressure on wage growth, consumer price inflation, interest rates and bond yields.
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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