In this week’s macro update we consider whether the dramatic U-turn by Britain’s new Chancellor has avoided a financial crisis in the UK. We will also look at another sudden announcement – a plan by the German government to cap their energy bills, a plan that is bigger, bolder and more complicated than Liz Truss’s.
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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