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Professional Investors
Why avoiding losers matters more than finding winners in Europe
Why avoiding losers matters more than finding winners in Europe
Research into nearly 11,500 European funds suggests fund selectors may gain more by identifying persistent...
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Professional Investors
AI, liquidity and the future of quality investing
AI, liquidity and the future of quality investing
Investors should take a step back and assess markets clearly during periods of dislocation.
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Institutional Investors
The lifecycle remix: Glidepaths, personalisation and private assets in retirement design today
The lifecycle remix: Glidepaths, personalisation and private assets in retirement design today
Explore how lifecycle investing is being remixed for a new era — through more sophisticated glidepath...
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Institutional Investors
Designing Guided Retirement Solutions: Meeting member needs
Designing Guided Retirement Solutions: Meeting member needs
A new research report from the Pensions Policy Institute.
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Institutional Investors
Regulation: The impact of a more prescriptive regime
Regulation: The impact of a more prescriptive regime
How has the introduction of the DB Funding code affected the amount of investment-related work for your...
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Professional Investors
Energy credit market returns reflect sector discipline
Energy credit market returns reflect sector discipline
Behind the recent rally in energy credit lies a multi-year story of management discipline, restrained...
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Professional Investors
Why markets are watching rising defence spending
Why markets are watching rising defence spending
Higher defense spending will be closely watched by markets for its impacts on government budgets and...
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Professional Investors
What's Hot: What falling oil inventories could mean for energy markets
What's Hot: What falling oil inventories could mean for energy markets
Global oil inventories are falling at a record pace as the Strait of Hormuz disruption removes around...
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Professional Investors
European defence: Strong fundamentals behind a soft market
European defence: Strong fundamentals behind a soft market
European defence equities have de-rated on sentiment, not fundamentals.
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Professional Investors
Emerging markets in a fragmented world: From geography to resilience - the 4Rs framework
Emerging markets in a fragmented world: From geography to resilience - the 4Rs framework
The Iran war marked the first major oil shock that did not trigger a broad emerging markets sell-off....
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Professional Investors
How experience beats instinct in volatile markets
How experience beats instinct in volatile markets
Steven Hay explains how lessons from a 40-year-old investment strategy are helping guide the new Cautious...
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Professional Investors
Emerging markets in focus: The opportunity ahead
Emerging markets in focus: The opportunity ahead
Emerging market equities currently trade near their widest discount to developed markets in 20 years—paired...
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