26th September 2023

T. Rowe Price: The Fairy Tale of a Soft Landing

Early in 2023, the consensus view was that a global recession was coming later in 2023. But as the year has matured, the consensus outlook has completely shifted. A soft landing—or even no landing—is now the consensus. What is remarkable is how strong the consensus has become. The consensus is, indeed, so consensus!

I think differently. A soft landing is merely a convenient and comfortable fairy tale, backfitted to match the market prevailing narrative and based on backward-looking unique circumstances. A hard landing is coming—it’s just a matter of when.

Investments, Investment Commentary

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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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