Geopolitical tensions have unleashed volatility across the European rates market. Governments, notably Germany, have vowed to increase defence and infrastructure spending under US pressure. This increased outlay will require higher debt issuance and larger budget deficits, but it could also potentially boost medium-term European growth. What does this mean for bond investors?
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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