AXA IM: Bonds re-priced amid uncertainty but will be attractive longer term
AXA IM’s Chris Iggo shares his views
tariffs
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High GDP growth exceeds expectations, but experts warn of slowdown
The UK economy grew 0.7% in the first quarter after a period of stagnation, yet Trump’s tariffs and Reeve’s tax hikes could unravel investors’ optimism
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Markets rise on US/China tariff breakthrough
Both sides have cut tariffs for a 90-day period – but there is still work to be done to reach formal agreement
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Fed defies Trump to keep rates unchanged
Commentators say Fed has made right decision due to uncertainty created by Trump’s tariffs
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UK investors pull net £1.24bn from bond funds in April amid market storm
North American equity funds attracted £1.5bn as investors ‘bought the dip’ amid tariff turmoil, according to Calastone
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ii: Money market fund purchases up 77% in April as investors flock to safety
Most investors fled volatile markets in the wake of Trump’s tariff, but others took advantage of depressed US valuations
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Market turbulence tests investors’ nerves and advisers’ messaging
Financial planners and wealth managers explain how they have managed to reassure investors over the past few weeks
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Markets rally as hopes of US – China trade deal rise and Powell threat subsides
Prompted by latest comments from President and Treasury Secretary
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Safe haven no more? ‘US Treasuries are behaving like distressed assets’
Investors react to President Trump’s war on global trade by turning their backs on US assets… as well as equities and cryptocurrencies
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Schroders: Is gold the new dollar?
Investors flocked to the safety of gold rather than the US dollar amid recent volatility as Trump rewrites the global monetary regime
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Tariffs mask an inconvenient and uncomfortable truth
Alan Bartlett, partner at Goodhart Partners, argues the tariff turmoil is just one manifestation of something deeper
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UK inflation eases to 2.6% in March
The print, which came in below expectations, could pave the way for further interest rate cuts