3rd June 2025
Pictet: Barometer: Cautious on equities as US flip-flops on tariffs
We remain underweight most developed market stocks as US tariff policy is still unclear but are more enthusiastic about emerging market assets.
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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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