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Professional Investors
Beyond state ownership: capturing emerging markets' structural transformation
Why the SOE discount in emerging markets is structural, not cyclical
WisdomTree's Aneeka Gupta and Brian Manby set out the data behind a 17-percentage-point performance gap...
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Professional Investors
From asset-light to AI-heavy: infrastructure shift
From asset-light to AI-heavy: Why big tech's $700bn capex shift matters for infrastructure allocations
UBS Asset Management sets out the case for a broad capital expenditure super-cycle spanning data centres,...
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Professional Investors
Can Germany Engineer Faster Growth at Last?
Why Germany's latest reform push probably won't fix its growth problem
Berlin's new economic package has some sensible ideas, but the big issues remain untouched.
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Professional Investors
The 4-Life framework: Building blocks for creating a personalised retirement plan
A simple framework for building truly personalised retirement plans
As pension responsibility shifts to individuals, one model breaks retirement into four manageable parts....
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Professional Investors
Healthcare Investing: Finding Growth Beyond Pharmaceuticals
Why healthcare investors shouldn't bet the house on Big Pharma
The sector's biggest opportunities often lie well outside the drug giants dominating the index.
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Institutional Investors
Structured equity:  A tool to generate and protect surplus in run-on solutions
Structured equity: A tool to generate and protect surplus in run-on solutions
As more DB pension schemes reassess their endgame options, structured equity can help harness equity...
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Institutional Investors
DB endgames: state of the nation
Why are DB schemes rethinking their endgame strategies?
Since the Mansion House speech in 2023, the conversation around defined benefit (DB) surpluses has evolved...
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Institutional Investors
Amundi: Global Investment Views - July 2026
Central banks take a hawkish turn
Amundi's latest Global Investment Views elaborates on the thoughts, convictions and outlook of its global...
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Institutional Investors
Quarterly Review: Big Gains, Bigger Questions
Markets rallied hard in Q2 — can the momentum last?
Allspring's John Campbell explains why smart diversification matters more than ever heading into Q3....
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Institutional Investors
Could 'Super El Niño' Scorch AI Too?
This year's 'Super El Niño' could hit more than just crops
Why climate volatility deserves a place on trustees' risk radar, not just headline inflation.
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Institutional Investors
Better times ahead? Assessing Germany's new macro reforms
Germany's reform package: what it means for pension schemes
A look at Berlin's pension, labour and fiscal reforms - and why they matter for fixed income allocations....
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Professional Investors
How to Invest Smarter in the Race for Electrification
Why the global power transition still offers equity opportunities
AllianceBernstein sets out the case for selectivity across renewables, grid infrastructure and electrification...
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