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Professional Investors
When markets fragment: Why stock selection is back at the centre of global equities
When markets fragment: Why stock selection is back at the centre of global equities
How does a company's lifecycle alter its return potential over time?
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Professional Investors
What matters most to investors during "permanent" volatility?
What matters most to investors during “permanent” volatility?
Uncertainty is becoming the norm, say investors, as they adjust their strategies to navigate – and exploit...
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Professional Investors
How the US-Iran deal could affect oil prices
How the US-Iran deal could affect oil prices
The largest oil production shock ever lost roughly 14% of production in the Middle East
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Professional Investors
The Growing Compute Shortage
"Lazarus" moments and supply chain bottlenecks: How the AI-driven compute shortage affects supply chain companies
Compute is becoming an invaluable resource - like the "spice" of Frank Herbert's Dune. The cost of components...
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Professional Investors
Energy systems in transition
Energy systems in transition
Energy systems face unprecedented disruption from geopolitical shocks and rising electricity demand
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Institutional Investors
Rethinking asset management in a changing world order
Rethinking asset management in a changing world order
The playbook of the early 2000s likely does not apply fully now as inflation and political risks are...
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Professional Investors
Gold Fails the Safe Haven Test Again
Gold fails the safe haven test... again
Fisher Investments Europe: Gold isn’t a good hedge for inflation or uncertainty.
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Professional Investors
Business Relief has changed: What advisers need to know
Business Relief has changed: What advisers need to know
Business Relief reforms are reshaping IHT planning. Explore the new BR allowances, AIM changes and what...
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Institutional Investors
The future of post-transaction journeys
How insurers are reducing the gap between buy-in and buy-out
Around 75% of buy-in to buy-out projects are now experiencing delays, often due to backlogs, resource...
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Institutional Investors
DC members have clear preferences regarding UK investments
The clear preferences of DC savers when it comes to UK investment
Savers are receptive to the idea of supporting UK investment, but support weakens when its framed as...
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Institutional Investors
After nearly three years, the ECB raises interest rates
One more ECB rate hike likely this year, says Amundi
The view of one more hike this year is reinforced by the Bank’s recent upgrade to its inflation forecasts...
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Institutional Investors
Taking the leap: Incorporating climate in core investment-grade allocations
How can investors align their credit allocations to net-zero commitments and maintain returns?
Post-COVID, there is a visible trade-off between sustainability and solid returns
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