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Thematic Equity Investing in a World of Disruption and Realignment
Thematic equity investing in a world of disruption and realignment
The evolving nature of disruption is creating new innovators and market leaders.
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Professional Investors
Looking beyond AI's leaders
Looking beyond AI's leaders
Artemis examines where investors may find opportunities as AI adoption broadens across the economy.
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Professional Investors
2026 Midyear Investment Outlook
2026 Midyear Outlook: Investing through uncertainty
Capital Group's latest Outlook report offers actionable insights into global markets
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Professional Investors
Navigating concentration and evolving market leadership
Navigating concentration and evolving market leadership
Portfolio manager Anthony Srom outlines how Fidelity Asia Pacific Opportunities remains focused on disciplined,...
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Professional Investors
Growth at the speed of change
Financial advisers remain optimistic about growth prospects
Faced with a fragile macroeconomic environment, a global energy shock, geopolitical realignment, and...
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Professional Investors
AI runs on electricity. Fixed income finances it.
Green bonds could power the AI build-out
AI is driving a sharp rise in electricity demand, turning power infrastructure into one of the biggest...
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Professional Investors
The active advantage
What does active management really mean in an MPS?
Why transparency, flexibility and control are becoming more important in a Managed Portfolio Service....
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Professional Investors
 Defence 2.0: How drones and cyber are reshaping investments
Defence 2.0: How drones and cyber are reshaping investments
Cyber security is now part of the defence story, as modern militaries rely more heavily on connected...
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Institutional Investors
Are we losing the AGM, and does it matter?
Are we losing the AGM, and does it matter?
As more companies move to virtual-only annual meetings, questions are being raised about what may be...
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Professional Investors
UK savers want more support as retirement saving pressures grow
UK savers want more support as retirement saving pressures grow
While automatic enrolment has helped millions of UK workers start saving for retirement, many still feel...
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Professional Investors
First‑order fears, second‑order thinking: Why we own Compass Group
Compass Group: When controversy creates value
By focusing on cash flows, end-market exposures and valuation, Redwheel's Global Equity Income team seeks...
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Professional Investors
Multi-year outlook: Rupture and resilience
Multi-year outlook: Rupture and resilience
A global economic environment defined by fractured alliances, fiscal strain, and massive-scale AI investment...
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