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Investment Management
Emerging markets debt holds firm amid rising geopolitical tensions
Geopolitical tensions and higher oil prices increased dispersion across emerging markets debt, reinforcing the importance of selective, fundamentals-driven investing.
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Investment Management
Tracking Trillions: The assumptions shaping the scale of the AI build-out
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.
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Investment Management
Small but mighty: The defensive power of smaller companies
Are smaller companies an underappreciated diversification tool?
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Investment Management
Identifying the real opportunities in AI
Which stocks have surprisingly high exposure to the AI boom?
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Investment Management
Hormuz disruption: What it means for income investors
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....
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Investment Management
Geopolitical tensions: Markets tend to price risk, not hope
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...
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Pensions
The corporate pensions paradox
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...
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Pensions
2030 Ready: From commitment to deployment
Scaling pension fund investment in the UK economy.
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Pensions
The tax treatment of state pensioners
The majority of UK pensioners will miss out on the Government’s income tax exemption from 2027.
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Pensions
Britain is undersaving for retirement warns Pensions Commission
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.
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Investment Management
April sees investors return to European ETFs
How did Active ETFs perform last month?
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Investment Management
Nikkei rally driven by tech sentiment
The record surge reflects the tech capex boom more than the yen’s weakness.
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