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Investment Management
April sees investors return to European ETFs
How did Active ETFs perform last month?
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Investment Management
Nikkei rally driven by tech sentiment
The record surge reflects the tech capex boom more than the yen’s weakness.
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Investment Management
Can value stocks offer resilience to AI disruption?
Value companies tend to either benefit or buffer as AI uncertainties play out.
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Investment Management
Emerging Market Debt Indicator – April 2026
Ninety One's EM Debt team shares its latest outlook and positioning across the investment universe.
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Investment Management
The real risk isn’t bitcoin volatility, it’s underexposure
Despite high volatility, bitcoin’s low correlation with traditional assets and asymmetric return profile have historically improved 60/40 global portfolio outcomes. Evidence suggests allocation size and...
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Investment Management
Investing in an age of AI disruption
Is it too soon to identify the winners and losers in the AI revolution?
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Investment Management
Private companies outlook: growth beyond buyout and venture
Why growth may offer a more promising path as buyout and venture face tougher returns.
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Investment Management
Natural resources equities vs. commodities: understanding the structural advantages of equity exposure
Investors typically access natural resources through either commodities or equities, but the outcomes can look very different over time.
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Investment Management
Discover US opportunities amid the uncertainty
Hear from US investment specialists on the trends that matter most.
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Pensions
2026 Scottish Widows Retirement Report: Planning your future in a changing world
12.2 million people face pension poverty in later life.
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Pensions
DC update: Master trusts, powerbrokers, and the Pensions Schemes Act 2026
Read LCP's views on key developments in the DC arena during the last three months.
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Financial Advice
Fixed income balancing act
Tom Ross and Tim Winstone, fixed income portfolio managers at Janus Henderson, reflect on why corporate bond markets are resilient in the face of geopolitical tensions.
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