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The Case for Asian Equities
Are Asian equities underappreciated?
Morgan Stanley Investment Management examines why active investors may find opportunities in Asia that...
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Professional Investors
El Niño and Iran war reshape agricultural commodities
Conflict and climate change reshape agricultural commodities
Two global shocks to converge on the same production frame.
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Professional Investors
Rising yields won't break the economy or stocks
Higher yields, stronger growth
Why higher bond yields aren’t necessarily bad news for investors.
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Professional Investors
The return of the total return kings: There and back again
What has changed for UK equities?
Redwheel revisits its UK value thesis and the valuation gap with US equities.
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Professional Investors
Will securitised credit continue to outperform as issuance and volatility increase?
Will securitised credit continue to outperform as issuance and volatility increase?
Floating-rate exposure, short duration and diversified underlying assets are enhancing the appeal of securitised credit.
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Professional Investors
Investment Outlook October 2026
Resilient growth, rising rates
Evelyn Partners explores how resilient growth and AI investment are supporting markets as inflation and...
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Professional Investors
Systematic active ETFs: Redefining core equity exposure
The rise of systematic active ETFs
Invesco examines how factor-based strategies combine proven alpha sources with disciplined risk control...
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Professional Investors
Is this the new (old) normal for government bond yields?
A new era for government bond yields?
The sell-off in government bonds shows no signs of abating, even if the impetus for the rise in yields...
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Professional Investors
Regime change: from roadmap to reality
Investment regime change: the forces reshaping global markets
Artemis explores a changing investment landscape.
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Professional Investors
 Close Look - What spooked the bond markets?
How inflation, government borrowing and AI investment are reshaping the bond market
Government bond yields have risen sharply across major markets, but the forces behind the move extend...
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Professional Investors
El Niño returns: From climate signal to sovereign risk
El Niño returns: How climate shocks can translate into sovereign risk
A very strong El Niño could have highly uneven effects across sovereigns. T. Rowe Price’s research with...
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Professional Investors
Has the Fed given up its focus on core inflation?
Is the Fed turning its back on core inflation?
A shift in focus could change how investors read the US rates outlook.
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