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What declining birth rates mean for society and stock markets
What declining birth rates mean for society and stock markets
Demographic risk is now an essential part of long-term investment thinking.
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Professional Investors
Did the government get its tax and spending calls right?
Did the government get its tax and spending calls right?
Tim Service, Investment Manager, UK Small and Mid Cap Equities at Jupiter Asset Management, shares his...
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Professional Investors
Autumn Budget 2025: How will £26bn tax hike impact businesses, investors and savers?
Autumn Budget 2025: How will £26bn tax hike impact businesses, investors and savers?
How are Cash ISAs set to change?
Professional Investors
Equity Outlook 2026: Expanding, evolving, and diversifying
Equity Outlook 2026: Expanding, evolving, and diversifying
Is diversification still important heading into the new year?
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Professional Investors
What do fixed income managers believe ahead of the Autumn Budget?
What do fixed income managers believe ahead of the Autumn Budget?
Why are they prioritising UK gilts and defensive sectors in response to it?
Professional Investors
Inflation's fragmented story
Inflation's fragmented story
Inflation is cooling unevenly across regions, leaving central banks facing different challenges in 2026....
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Professional Investors
35 years of investor wisdom
35 years of investor wisdom
Howard Marks, Co-Chairman & Co-Founder of Oaktree, looks back at his memos and the financial events and...
Professional Investors
Controversies create opportunities
Controversies create opportunities
When markets overreact, disciplined investors stay patient.
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Professional Investors
Battling the elements: will climate change reshape defence spending?
Battling the elements: will climate change reshape defence spending?
From jet engines to toll roads, shifting climates are reshaping military readiness and infrastructure...
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Professional Investors
US small-caps face uncertainties
US small-caps face uncertainties
Portfolio Manager Matt Mahon assesses the current environment for US smaller companies.
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Professional Investors
Emerging market debt delivers despite outdated doubts
Emerging market debt delivers despite outdated doubts
Why is the asset class still misunderstood?
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Professional Investors
Takaichi's victory sends Japanese stocks soaring
Takaichi's victory sends Japanese stocks soaring
Could the new LDP leader’s agenda mark a return to Abenomics?
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