12th October 2020

Columbia Threadneedle: UK equities: in need of a vaccine!

We have seen something of a recovery in global markets since the pandemic struck, but this is very much the first pulse1. This was always going to be significant, given the magnitude and speed of action taken by central banks and governments, led by the Federal Reserve. It has been shock and awe, with all records being broken, both fiscal and monetary stimulus – the Fed stimulus alone has reached more than $3 trillion, equalled by US government physical stimulus.

Investments, UK

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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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