Tariffs had been a key driver of the S&P 500 Index until July, when the stock market gained ground despite uncertainty around industry?specific tariffs and whether the U.S. and key partners would be able to hash out new trade frameworks in time (Figure 1). The factors driving this divergence are important to understand in assessing the policy and market environment.
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
Watch Laurent Clavel discuss why he is confident that investors should potentially see positive returns in the second half of 2026.
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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