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
Analysis
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How has SDR affected UK investment portfolios so far?
Limited choice of labelled products, and the lack of passive funds are the biggest concerns
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Will healthcare be the next big opportunity as PM unveils sweeping reforms?
Benefits for businesses that manage primary care products
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Are springs of hope emerging for UK equities?
After last week’s Spring Statement, is the case for holding the unloved asset class improving?
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What’s next for preferred securities?
After a strong 2024, Cohen & Steers’ Allie Quine discusses what’s in store for preferreds going forward
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Gold soars, tech slumps: What happened in markets in March?
Eight of the top 10 funds for the month were gold and precious metals funds
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Natixis: German fiscal ‘bazooka’ makes European bonds ‘a lot more interesting’
‘At last, Germany will spend’, said panellists at the Natixis Thought Leadership Summit
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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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Where next for European stocks after Trump punishes carmakers?
European stockmarkets closed at a record high in March, But, with tariffs on the horizon, is the market rally sustainable?
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Spring Statement 2025: What to expect from the chancellor’s speech
Rachel Reeves could be forced to make some ‘unpopular decisions’
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Data centres and deglobalisation: Inside £420m Utilico Emerging Markets portfolio
Jacqueline Broers discusses the trends shaping the Utilico Emerging Markets portfolio
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Macro matters: Is IA Latin America in terminal decline?
The sector could face closure just four years after it was launched as the number of funds dwindles