Considering how much risk has been taken to achieve investment returns allows us to distinguish returns that have been made largely by taking significant risk versus those made with lower levels of risk. We explain the calculations behind the five main methods of assessing risk-adjusted returns.
55 mins structured CPD available by registering for Adviser Edge.
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.
