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The quiet erosion of wealth
The quiet erosion of wealth
More estates are being drawn into Inheritance Tax as thresholds remain frozen and care costs rise.
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Professional Investors
Charting a Distinct Course to Asia's Awakening Equity Market
Charting a distinct course to Asia’s awakening equity market
Global investors are rediscovering Asia ex Japan (AxJ) equities. Yet the region's constituents move to...
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Professional Investors
Fixed Income Monthly - September 2026
The bond sell-off changes character
Fidelity explores how inflation, fiscal risk and growing debt supply are reshaping the fixed income outlook....
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Professional Investors
Beyond AI: the growth engines transforming China
Beyond AI: The forces driving China’s growth
Growth momentum is building across the Chinese economy, not solely in technology-linked sectors.
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Professional Investors
US midterms: why a divided Washington could suit markets
How could US midterm results help markets?
Markets can become more volatile ahead of the midterms, but increased certainty after the vote could...
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Professional Investors
The other half of the oil story: refined products, inflation, and real assets
Crude is only half the story
Crude oil may dominate the headlines, but refined products are driving sharper pressure on consumers...
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Professional Investors
AI boom highlights a flawed bond market
AI boom raises US market concentration concerns
Explore how the AI surge is increasing bond market risk as US technology giants utilise alternative methods...
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Professional Investors
Why the opportunity in AIM is being misread
Could today's AIM valuations create an IHT planning opportunity?
AIM companies are stronger than they were a decade ago, but sentiment has pushed valuations down. Downing...
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Professional Investors
The AI capex cycle: Is the music still playing?
The AI capex cycle: Is the music still playing?
How long can the AI technology boom continue as the costs and constraints of ever-increasing capital...
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Professional Investors
The revenge of the old economy
Why AI's power demands could be about to revive old economy investments
Natural resources are re-emerging as a structural opportunity for client portfolios.
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Professional Investors
Three forces shaping the markets
Markets through a 3D lens
Debt sustainability, dollar debasement and diversifying portfolios could be the three defining forces...
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Professional Investors
Broadening investment opportunities in Wisdom Tree's equity outlook
Equities: Broaden, don’t abandon
Global equities delivered a remarkable first half despite repeated shocks. The message for the second...
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