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Professional Investors
How do we do what we do? Part 2 - Screening for value
Screening for value
Screening solely for fundamentally undervalued businesses enforces valuation discipline from the very...
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Professional Investors
Anthropic IPO: A SaaS swansong or the beginnings of a counterpunch?
Is SaaS fighting back against AI?
The potential $2tn listing of AI startup Anthropic has got investors thinking about who might win out...
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Professional Investors
US vs. China: Who's winning the AI race?
Who’s winning the US-China AI race?
Today’s artificial intelligence race between the two nations may be the latest example of rivalry acting...
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Professional Investors
EM still in its multi-year ascent
Is there still more to come from emerging markets?
It has been another strong year for EM equities, which has left many investors pondering where exactly...
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Professional Investors
AI and Investing: Navigating the Tech Evolution
Navigating AI's next phase
Invesco explores how technological evolution is reshaping the AI investment opportunity.
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Professional Investors
Reminders and lessons from reporting season
The real story of reporting season goes beyond AI
JOHCM's Ben Leyland, Jasmeet Munday and Robert Lancastle explain why broadening earnings growth could...
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Professional Investors
European defence autonomy: rearming with purpose
Europe's defence boom is real – execution is the bottleneck
Candriam's Ken Van Weyenberg and Quentin Duquesne explain why higher defence budgets will only translate...
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Institutional Investors
The pension de-risking market has evolved: What comes next?
The pension de-risking market has evolved: What comes next?
Pension endgames are being transformed by greater choice, attractive pricing and growing insurer capacity. But as the de-risking market matures, will member experience become the next key differentiator?
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Professional Investors
Bond Vigilantes
Rolldown in credit markets: Where does the sweet spot sit?
A follow-up to Bond Vigilantes' quantitative government bond study extends the rolldown analysis into credit, covering sterling, euro and dollar markets.
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Professional Investors
UK equities: political churn, corporate conviction
M&A surge signals value in UK equities amid political shift
While ongoing leadership transitions leave public markets cautious, foreign corporate buyers are taking advantage of persistent valuation discounts to acquire resilient, cash-generative UK assets.
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Professional Investors
Why taxes and definitely going up
Burnham's inheritance is worse than Starmer's - and tax rises are already locked in
Quilter Cheviot steps back from the pre-Budget speculation to look at what the UK's debt trajectory really means for taxpayers.
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Institutional Investors
Bessent puts his reputation on the line
Bessent's bond buyback bet meets a hawkish Fed
Mark Dowding on why the Treasury's yield-curbing intervention sits at odds with the Fed, and what it means as Middle East tensions and AI-driven volatility keep markets on edge.
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