The defensive US funds that outperformed in market downturns
These four funds delivered top returns despite having the lowest maximum drawdowns, negative periods and volatility
Author: Tom Aylott
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Square Mile backs sustainable bond funds in new batch of re-ratings
Goldman Sachs Sovereign Green Bond and TwentyFour Sustainable Short Term Bond Income were stamped with a seal of approval
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GAM enters strategic partnership with Swiss Re
Swiss Re will manage GAM’s insurance-linked securities fund range as it attempts to expand its offering in the area
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UK remains least popular market despite mounting disdain for US equities
Investors removed £1.4bn from UK equity funds in February whilst adding £496m to increasingly volatile US funds
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Trump places tariffs on all global trading partners, including 10% on UK
It had the lowest baseline tariff, with US importers being hit with taxes as high as 50% for goods from other nations
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Liontrust poaches distribution head from GAM
Phil Rosenberg will expand Liontrust’s client base in the Middle East and Asia after 14 years at GAM Investments
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Amundi completes combination with Victory Capital
It takes a 26.1% stake in the firm as they agree to distribute each other’s funds in the US and Europe
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Investment trusts: Ain’t no discount wide enough
Discounts stretched ever-further in 2024 despite boards launching the highest levels of share buybacks, mergers and liquidations in the sector’s history
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Vanguard launches global bond ETF excluding central bank buying
It disregards bonds held by the Federal Reserve, Bank of England, Bank of Canada and Bank of Japan
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Five key takeaways from the Spring Statement
Downgraded economic forecasts, increased defence spending and cuts to welfare were a few of the developments announced by chancellor Rachel Reeves
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Spring Statement 2025: UK economic growth forecasts halve to 1%
OBR cuts GDP expectations amid elevated global uncertainty
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Trump tariffs loom large over US small caps
A renewed bout of inflation from tariffs could diminish any hopes of a resurgence in US small caps