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Investment Management
The room marked ‘AI’
Concentration, conviction and why emerging markets still offer more than one story.
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Investment Management
Illiquidity premia in private debt
Aviva Investors' research team crunched the data to explore how evolving macro conditions are reflected in private debt returns.
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Pensions
CDI gains fresh momentum as pension schemes embrace insurer approaches.
CDI gains fresh momentum as pension schemes embrace insurer approaches.
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Pensions
Catalyst DC pensions: Spring edition 2026
A watershed moment has truly been seen for all of us in the pensions industry with the passings of the Pension Schemes Act. Although it only had its first reading a little under a year ago, the magnitude...
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Pensions
Balancing pensions and property: what scheme design can do
Many younger employees today are facing a difficult balancing act. They’re balancing saving for retirement, building a deposit for a home and managing day-to-day costs. For many, improving one means compromising...
Investment Management
Too hot to grow: The economic costs of extreme heat
Extreme heat is emerging as a structural economic risk, with Europe highly exposed. Heat stress events have multiplied sevenfold since the 1980s while the average death toll per event has risen fivefold....
Investment Management
Mid-Year Equities Outlook 2026
In this paper, Impax Asset Management discusses four themes it believes are helping to shape the opportunity set for global equities investors as the second half of 2026 approaches.
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Investment Management
AI ethics and regulation: How investors can navigate the maze
From brand risks to regulatory uncertainty, AI poses investment challenges. Is there a way forward?
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Investment Management
Value investing in an irrational market
Why might patience be a value investor’s greatest advantage?
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Investment Management
The sweetness of steady returns
Despite investors’ desire for “quick wins”, a patient approach can lead to long-term success.
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Investment Management
Seven trends shaping Europe's growth path
Joe Faraday explains the seven long-term themes shaping Europe’s growth holdings.
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Investment Management
European equities: An underappreciated source of global investment opportunity
European equities are often viewed through a narrow macro lens, driven primarily by euro-area growth expectations. However, this perspective understates their true potential.
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