Newton's 2012 paper, A perspective on returns, presented a qualitative model to describe the transition from the 'Great Moderation' to a more difficult economic and financial-market setting. It set out our expectations for the challenges facing investors, perhaps for many years. We've revisited our arguments in light of the economic, policy and market developments seen over the last two years and publish an update of that paper and this animation.
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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