5th October 2024

T. Rowe Price: Are we partying like it's 1999 again?

With the amazing artificial intelligence (AI) rally that has been leading markets this year, questions have surfaced about the strength and sustainability of this major move, particularly given the recent market rotation away from the sector. Our clients often ask me how the current AI boom compares with the earlier dotcom bubble (and subsequent bust). In this note I try to answer that question, which should be helpful in showcasing how we think about AI, taking into account a broad range of views and opinions from our portfolio managers and analysts.

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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