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Professional Investors
Mag 7 to Lag 7: What a tech stumble says about the potential risks of investing in major indices
  • 15 July 2026
The Magnificent 7 now make up 41% of the S&P 500, and that's a risk
HANetf on why 2026's tech reversal is a reminder that owning the index may mean less diversification...
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Professional Investors
Beyond the Mega Caps: Broadening the EM investment lens
  • 15 July 2026
Beyond EM mega caps: Three under-radar stocks worth knowing about
Compelling opportunities can be found across different sectors, market capitalisations and geographies....
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Professional Investors
The UK equity opportunity: it pays to be selective
  • 15 July 2026
Why picking the right companies matters in UK equities
Ninety One on the shareholder-friendly forces still supporting the UK market, and why selectivity counts...
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Institutional Investors
Inbox Under Threat: Securing Pension Communications in a Digital-First World
  • 14 July 2026
You've got mail: Securing pension communications in a digital world
Watch LexisNexis® Risk Solution's recorded webinar in partnership with PASA reviewing the advantages...
Institutional Investors
Largest IPO in history whilst 'Mag 7' performance dips
  • 14 July 2026
SpaceX IPO lifts off as the Mag 7 dips
Simeon Willis and Kerry Foxall explore the key developments shaping markets in XPS Group's latest Investment...
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Institutional Investors
The Credit Market Lens: A Higher Bar for Earnings Season
  • 14 July 2026
AI hyperscaler capex leaves little room for error this earnings season
PIMCO's Lotfi Karoui on why forward capital spending guidance may matter more than the results themselves...
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Institutional Investors
2026 midyear geopolitical update: What "structural competition" means for investors
  • 14 July 2026
What does “structural competition” mean for investors?
Markets, supply chains and long-term investment opportunities are being reshaped.
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Institutional Investors
Emerging Market Debt Indicator – June 2026
  • 14 July 2026
Emerging market debt held steady in June despite a more hawkish Fed
Ninety One's EM debt team breaks down regional performance and where they see value heading into the...
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Professional Investors
ASEAN's lost decade: Is value finally emerging?
  • 14 July 2026
ASEAN’s lost decade: Is value finally emerging?
Years of underperformance have left ASEAN markets looking inexpensive. With valuations attractive and...
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Professional Investors
Stagflation calls for flexibility in fixed income, not abandonment
  • 14 July 2026
Why stagflation risk argues for flexible fixed income, not a reduced allocation
A flexible bond strategy can help navigate different phases of the inflation cycle.
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Professional Investors
Schroders Equity Lens July 2026: your go-to guide to global equity markets
  • 14 July 2026
Equities are expensive but underpinned by unusually strong earnings growth expectations
How to respond to stagflation worries
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Professional Investors
AI goes global
  • 14 July 2026
How AI capital spending is redrawing the global fixed income map
AI’s global expansion is reshaping markets, politics and the balance of economic power.
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