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Professional Investors
Robust earnings and ongoing tech investment may continue to support global equities
Robust earnings and ongoing tech investment may continue to support global equities
Alex Tedder examines reasons for optimism, even amid elevated valuations.
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Professional Investors
Is a total portfolio approach the answer to market uncertainty?
Is a total portfolio approach the answer to market uncertainty?
How does it differ from a strategic asset allocation framework?
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Professional Investors
Gilt market volatility isn't all down to the 'moron premium'
Gilt market volatility isn't all down to the 'moron premium'
This time, politicians’ mistakes are not solely to blame for pushing up gilt yields, argues Artemis’...
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Professional Investors
Beyond 60/40: Finding diversification in 2026
Beyond 60/40: Finding diversification in 2026
AllianceBernstein's view of the macro investment environment suggests that asset owners may need to re-examine...
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Professional Investors
EM equities shine again
EM equities shine again
What’s fuelling interest in emerging markets?
Professional Investors
AI acceleration drives huge infrastructure demand
AI acceleration drives huge infrastructure demand
Amid economic and global uncertainty, the need for infrastructure investment remains.
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Professional Investors
Falling rates, tight credit: Fixed income in 2026
Falling rates, tight credit: Fixed income in 2026
Fixed-income investors face falling rates, tight spreads and a fragile labour market. The playbook requires...
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Professional Investors
Balance amid turbulence: The case for Euro corporate bonds
Balance amid turbulence: The case for Euro corporate bonds
How could these bonds offer stability in 2026?
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Professional Investors
What lies ahead for investors in 2026?
Following the turbulence and uncertainty of 2025, what do investors need to be aware of this year?
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Professional Investors
Private credit endures across environments
Private credit endures across environments
How do floating-rate structures offer yield protection?
Professional Investors
Does ignoring history put investors at risk?
Does ignoring history put investors at risk?
Knowledge of the past can give investors an edge in identifying future market shifts.
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Professional Investors
Elements of change:  Investing in an uncertain world
Elements of change: Investing in an uncertain world
Analysing the new era of market dynamics through Royal London Asset Management’s elemental framework....
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