Our latest podcast has arrived this week, featuring Ryan Grabinski of Strategas Research Partners, Adam Norris and myself reviewing our forecasts for 2022 and thinking about investment themes for 2023. It can be downloaded or streamed from Apple Podcasts via this link. Reviews so far include “it’s a bit boring” from my 9-year-old son. I feel some quantitative tightening coming to this week’s pocket money…
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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