16th April 2025

T.Rowe Price: The losers and (relative) winners of Trump's shapeshifting tariff war

Despite widespread relief at Donald Trump’s 90?day pause on some of the more extreme tariffs he imposed on April 2, the prospect of the original rates being imposed has not gone away. While some countries may succeed in negotiating reduced tariffs over the next few months, others may not—and given the number of nations involved, the complexity of the issues being addressed and the tendency of the White House to make abrupt policy changes, it may be a while before a full picture emerges.

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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