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Institutional Investors
Capital in transition
Resilience now demands a broader approach to diversification
UBS Asset Management sets out how sovereign wealth fund allocators are approaching EM hard currency debt,...
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Institutional Investors
Real Estate: From Repricing to Relevance
Real estate: From repricing to relevance
Commercial real estate is entering a new phase. Artificial intelligence and geopolitical volatility are...
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Institutional Investors
ETF implementation opportunities in 2026
Six themes that could shape financial markets and offer a framework for ETF investment
Amundi ETF's 2026 outlook sets out how trustees might translate macro views into portfolio positioning....
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Institutional Investors
Emerging market debt: resilience in a fragmenting world
Why has emerging market debt held up during the Iran conflict?
Recent market behaviour suggests emerging market debt (EMD) has entered a new phase – one defined not...
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Professional Investors
What's Hot: Why the July Iran flare-up reinforces the strategic case for commodities
Iran flare-up reinforces the strategic case for commodities
The latest escalation in the Iran war highlights how quickly market expectations can shift.
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Professional Investors
The tax and spending choices facing Andy Burnham
IFS: Burnham's tax options are running out
The new prime minister's fiscal choices will shape client conversations for months to come
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Professional Investors
MPS July Update
How did Quilter Cheviot's MPS strategies perform in a volatile Q2?
A review of Q2's defining themes, strategy performance and the latest portfolio positioning from the...
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Professional Investors
Emerging Markets in Focus: The Opportunity Ahead
Dodge & Cox: EM stocks trade at a 20-year discount
Faster earnings growth and AI exposure make the case for a fresh look at emerging markets.
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Professional Investors
The Evolving Nature of Equity Quality in the Age of AI
How AI is reshaping the definition of equity quality
Investors must determine what the AI capital-spending surge means for long-term business durability....
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Professional Investors
Dividend Growers: The Importance of Yield-on-Cost
Looking beyond dividend yield
While current yield is a key consideration, Lord Abbett thinks it is essential to focus on the potential...
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Professional Investors
Finding quality in emerging markets
Can emerging markets continue to deliver on their promise?
Fidelity International's ETF team examine how emerging markets have performed this year and discuss why...
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Professional Investors
Headlines – Global ETF market reaches record $23 trillion, Europe surges to record $3.8 trillion, active ETFs hit record $132.06 billion
HANetf: European ETP assets pass $3.8 trillion
The latest Exchange Traded Europe report points to record growth, and a shifting mix of where the money's...
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