24th January 2024
Columbia Threadneedle Investments: Are interest rates cuts in jeopardy?
Talk of early 2024 US rate cuts, which spurred a strong rally in bonds and equities globally, has seen a significant reversal.
Talk of early 2024 US rate cuts, which spurred a strong rally in bonds and equities globally, has seen a significant reversal.
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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