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Three forces shaping the markets
Markets through a 3D lens
Debt sustainability, dollar debasement and diversifying portfolios could be the three defining forces...
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Professional Investors
What's Hot: Wheat's war premium returns
Wheat’s war premium is back
Black Sea disruption is hitting wheat supply at the most important point in the export season.
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Professional Investors
Monthly Market Roundup
AI enthusiasm lifts global equities
Invesco explores the latest developments across global equities, fixed income and emerging markets.
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Professional Investors
Commodity Outlook: The baton never drops but who carries it keeps changing
The commodity rally keeps moving
Gold and oil led 2026's commodity rally before metals and now agriculture take the baton.
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Professional Investors
The UK Scaleup Report 2026
Why has the UK’s scaleup engine stalled?
Vestd examines the challenges facing UK scaleups and what the slowdown could mean for investors.
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Professional Investors
Investment diversification: Still the only free lunch?
Investment diversification: Still the only free lunch?
Diversification has always been at the heart of asset management, but recent turmoil, from higher inflation...
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Professional Investors
Why the investment case for China is strengthening
Why the investment case for China is strengthening
China remains out of favour with many global investors, but improving earnings prospects, technological...
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Professional Investors
EM still in its multi-year ascent
Is there still more to come from emerging markets?
It has been another strong year for EM equities, which has left many investors pondering where exactly...
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Professional Investors
European defence autonomy: rearming with purpose
Europe's defence boom is real – execution is the bottleneck
Candriam's Ken Van Weyenberg and Quentin Duquesne explain why higher defence budgets will only translate...
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Professional Investors
Why taxes and definitely going up
Burnham's inheritance is worse than Starmer's - and tax rises are already locked in
Quilter Cheviot steps back from the pre-Budget speculation to look at what the UK's debt trajectory really means for taxpayers.
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Professional Investors
Japan's Growth Strategy: a powerful tailwind for equities and active investing
Japan's Growth Strategy takes centre stage
The country’s new strategy targets AI, digital infrastructure and other strategic sectors, potentially...
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Professional Investors
Beyond Iran: why investors remain optimistic
Investors find reasons for optimism
Deutsche Bank's Christian Nolting examines the forces supporting market sentiment despite ongoing geopolitical...
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