18th August 2021
J O Hambro: UK Equity Income Bulletin
An update from the JOHCM UK Equity Income team in a positive month for the Fund, despite the macro headwinds.
An update from the JOHCM UK Equity Income team in a positive month for the Fund, despite the macro headwinds.
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
In this quarter's CIO Lens, our investment experts highlight why resilience and genuine diversification matter as market concentration builds around AI, even with Middle East tensions easing.
Watch Laurent Clavel discuss why he is confident that investors should potentially see positive returns in the second half of 2026.
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