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Professional Investors
The vote changed Washington, not the barrel
  • 12 November 2026
Has the oil sell-off overlooked the bigger forces shaping energy markets?
Falling crude prices mask persistent supply constraints, geopolitical risks and a renewed case for hard...
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Professional Investors
The Cost of Living Defined the Midterms. Now It Could Test the Fed
  • 12 November 2026
Could the cost of living become the next major test for the US Fed?
Cost-of-living pressures are raising questions over household spending, inflation and the Federal Reserve’s...
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Professional Investors
Look under the label: why real value is scarce
  • 12 November 2026
How to distinguish a true value fund from a drifter
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Professional Investors
Global Equity Pulse: Beyond the Chips—Powering the AI Revolution
  • 12 November 2026
AI's soaring electricity demand could create new investment opportunities
Why the infrastructure powering artificial intelligence deserves closer attention.
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Professional Investors
Made in Japan
  • 12 November 2026
Why Japan could be a key beneficiary of the AI and robotics revolution
Japanese companies occupy critical positions in the technologies driving global innovation.
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Professional Investors
Active ETFs: What's behind the appeal?
  • 12 November 2026
Active ETFs: What's behind the appeal?
Beyond the index
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Professional Investors
AI risk looks tilted to the downside – where is the reverse true?
  • 11 November 2026
AI risk looks tilted to the downside – where is the reverse true?
Artemis examines the financial assumptions underpinning the AI boom
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Professional Investors
The 'Easy Money' in AI Stocks Has Been Made, Says Emerging Markets Manager
  • 11 November 2026
Has the easy money in AI stocks already been made?
Emerging markets could offer a different route to equity returns as investors reassess technology concentration...
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Institutional Investors
Portfolio construction beyond risk and return
  • 11 November 2026
Is it time to rethink the traditional approach to portfolio construction?
Bringing investor-specific objectives into the investment process, alongside risk and return.
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Professional Investors
I Tried to Prove AI Was a Bubble. The Evidence Made Me More Bullish.
  • 11 November 2026
Is the AI boom a bubble, or the beginning of a decade-long investment opportunity?
Strong earnings and accelerating adoption are challenging the bubble narrative, but rising valuations...
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Professional Investors
Volatility returns as investors question the AI boom
  • 11 November 2026
Volatility returns as investors question the AI boom.
Cazenove Capital November views at a glance
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Professional Investors
El Niño, global warming and war: A perfect storm for food security?
  • 11 November 2026
Why should investors prepare for a global food security shock?
Extreme weather, geopolitical conflict and disrupted trade routes are adding to pressure on global food...
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