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A unique market moment and the case for active judgement
A unique market moment and the case for active judgement
The level of concentration in many equity benchmarks has increased significantly.
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Professional Investors
Can Germany Engineer Faster Growth at Last?
Why Germany's latest reform push probably won't fix its growth problem
Berlin's new economic package has some sensible ideas, but the big issues remain untouched.
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Professional Investors
From geopolitical shocks to structural repricing
How geopolitical shifts are driving structural repricing across asset classes
As energy security, supply-chain resilience and reserve diversification reshape capital flows, investors...
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Natural Gas – growing source of global energy and uncertainty
Natural Gas: A growing source of global energy and uncertainty
Despite the declining use of coal and, over the longer term, oil, natural gas continues to play a significant...
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Professional Investors
Midyear Review: From Spring Slump to Summer Surge
From spring slump to summer surge
The US market struck fresh highs near the year’s midway point, rallying after taking a downward turn...
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Professional Investors
Half-Time Outlook 2026-27: AI holds the score, growth slows to +2.5%
Global growth expected to slow to 2.5%, says Allianz
As the Middle East conflict de-escalates – despite temporary flare-ups – Allianz expects a mild slowdown...
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Professional Investors
Geopolitical fragmentation raises risk premium
Fragmentation premium: Markets recalibrate for a divided world
As efficiency gives way to security, investors face a steeper cost for geopolitical risk
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Professional Investors
Investment Outlook: Q3 2026
M&G's Life Investment Office sets out its Q3 2026 market outlook across geopolitics, private markets and the active-passive debate
The 80-strong team managing £159 billion, including the £70 billion PruFund range, addresses the investment...
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Professional Investors
Small and overlooked: Opportunities in US smaller companies
US small-caps: Small in size, big in potential?
After a decade of underperformance versus large-caps, US small-caps may be approaching an inflection...
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Professional Investors
Global Macro Outlook: Third Quarter 2026
Can the global economy stay resilient?
Geopolitical tensions haven’t discouraged investors, who seem long-term focused—especially on the promise...
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Professional Investors
The Week in Markets 26 June
Tech stocks stumble, but the wider market tells a calmer story
Why a sharp semiconductor sell-off may say more about positioning than the economy
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Professional Investors
UK politics: Continuity priced in, risks simmer
Why Andy Burnham's smooth succession may be less reassuring than it looks
UK politics: Continuity priced in, risks simmer
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