1st May 2025

T.Rowe Price: Adapting to structural market changes

The main theme of the first quarter of 2025 was “rotations.” Previous leadership of U.S. large-cap growth stocks came under assault in response to tariff announcements and U.S. policy uncertainty. The market priced in policies that included a shift in European defense spending from the U.S. to Europe, federal government employment cutbacks in the U.S., and an acknowledgment from President Trump that he is willing to endure short-term economic pain for potential long-term economic gain.

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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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