Geopolitical tensions and higher oil prices increased dispersion across emerging markets debt, reinforcing the importance of selective, fundamentals-driven investing.
The AI CapEx debate is usually framed as a demand-side question—will adoption justify the spend?—but the size of the investment itself is not a single, fixed number.
Wild swings in energy prices signal inflationary forces stretching into the longer-term. Investors seeking dependable, inflation-proofed income need a flexible approach across a global pool of assets....
When uncertainty rises, they tend to price risk first, often before outcomes are clear. The renewed tensions in the Middle East are a reminder of that dynamic, bringing energy risk, inflation concerns...
Workplace pensions are one of the most significant benefits employers fund. But if employees are not engaging with their pension, setting clear goals or understanding the support available, that investment...
The Pensions Commission has published its interim report on the state of retirement saving in the UK, setting out the key challenges facing the current system and where it will focus its work next.