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Professional Investors
The yen: carrying the weight of the world's risk tolerance
Why does the yen matter to global markets?
Amova Asset Management explores how the yen carry trade shapes global risk appetite and investment positioning....
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Professional Investors
Beyond the Oil Price: Where the Energy Cycle Turns Next
Beyond the barrel
T. Rowe Price's Andy Peters offers a fresh perspective on the next phase of the energy cycle.
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Professional Investors
Why now for active fixed income ETFs
Is it time for active fixed income ETFs?
Against a backdrop of ongoing macroeconomic uncertainty and heightened geopolitical tensions, Fidelity’s...
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Professional Investors
From Electric Vehicles to Humanoids: China's Next Manufacturing LeapFrom Electric Vehicles to Humanoids: China's Next Manufacturing Leap
China's humanoid robots are moving off the stage and onto the factory floor
Morgan Stanley's emerging markets team on what the shift from spectacle to deployment could mean for...
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Professional Investors
What happens when Fed credibility comes under pressure?
The Fed's credibility problem may be bigger than markets think
The FOMC's communication failure could matter more than the rate decision itself.
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Professional Investors
How Mega IPOs may deepen market concentration
How the Anthropic and OpenAI IPOs could deepen benchmark concentration over time
Russell Investments sets out why free float, not headline valuation, is likely to determine how much...
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Professional Investors
Charting the trends beyond AI
The emerging markets trends that AI headlines are crowding out
Baillie Gifford sets out the case for three off-benchmark positions in Vietnam, China and Argentina....
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Institutional Investors
The five transactions which established the UK Superfund Market
The five transactions which established the UK Superfund Market
Clara Pensions provides a clear and secure route for settling DB pension liabilities, protecting members...
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Institutional Investors
DB endgame update Q3 2026
What's happening in the DB endgame market?
Barnett Waddingham offers insights into the trends, opportunities and challenges influencing decision-making...
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Institutional Investors
Current Issues - August 2026
Seven developments shaping the pensions landscape
Hymans Robertson highlights the regulatory developments set to shape pensions.
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Institutional Investors
Fed on hold as policy guidance fades and markets price a shifting short-rate path, lifting risk
Why bond markets are tightening without the Fed doing anything
What that means for long-duration assets and when easing might resume
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Institutional Investors
Urban family housing
UK cities are running out of decent rental homes for working families — and pension capital can help fill the gap
Aviva Investors on the investment case for urban family housing
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