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Professional Investors
The Case for European Equities
Where do the strongest opportunities in European equities lie?
European equities have delivered strong returns, but the next phase is likely to be driven less by rising...
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Professional Investors
The Return of Real Assets
Are real assets entering a new era?
The move towards supply-chain resilience could create new opportunities across physical assets.
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Professional Investors
A prolonged El Niño could complicate the path back to lower inflation
Why a prolonged El Niño could become an emerging markets story
A lengthy El Niño won't hit every economy the same way.
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Professional Investors
Emerging Markets Discovery Equity Fund Q2 2026 Quarterly Highlights
Finding forgotten stocks in EMs
Robert Secker, Portfolio Specialist at T. Rowe Price shares three key takeaways from the second quarter...
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Professional Investors
Investment opportunities: Frontier market equity
Do frontier markets deserve a closer look?
L&G examines the potential benefits of investing beyond mainstream markets and some of the implementation...
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Professional Investors
A Higher Nominal Growth World Brings on Higher Volatility
Higher growth, higher volatility
Examining the investment implications of a higher nominal growth environment.
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Professional Investors
The role of technology and AI in retirement decision making
The role of technology and AI in retirement decision making
Pension tracing tools, open finance, gamified learning and Targeted Support have the potential to connect...
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Professional Investors
So, Why Don't You Own It?
Why underweights matter more in today's concentrated equity markets
AllianceBernstein sets out how AI infrastructure spending and mega-cap dominance are reshaping active...
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Professional Investors
Concentration is today's real risk, not AI in itself
Why concentration risk, not AI itself, may be the bigger portfolio risk
Fidelity's Chris Forgan and Caroline Shaw set out how they are repositioning multi-asset portfolios to...
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Professional Investors
How Odysseus could save investors from the market's excesses
How Odysseus could save investors from the market’s excesses
As Christopher Nolan’s telling of ‘The Odyssey’ grosses over $900m worldwide, what can the film teach...
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Professional Investors
T. Rowe Price Funds SICAV – Diversified Income Bond Fund Q2 2026 Update
Managing income in uncertain markets
T. Rowe Price's Diversified Income Bond Fund gives clients a one-stop fixed income solution: global,...
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Professional Investors
Healey's move to the Treasury strengthens the case for UK defence
Why Healey at the Treasury changes the calculus on UK defence stocks
A defence insider now controls the budget.
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