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Professional Investors
The transformation of money market funds
Why do money market funds matter more than ever?
Aviva Investors explores how technological change is reshaping money market funds and their role in portfolio...
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Professional Investors
Why a sideways dollar isn't the end of the emerging markets story
Can emerging markets thrive without a weaker dollar?
Ninety One explores why emerging markets may continue to offer opportunities even if the US dollar moves...
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Institutional Investors
The Rewiring of Global Supply Chains
Emerging markets and the new supply chain order
Supply chain shifts are reshaping opportunities in emerging markets.
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Institutional Investors
What do the terms OCIO and fiduciary management actually mean?
What do the terms OCIO and fiduciary management actually mean?
L&G's Tim Dougall offers his insights into what’s driving increased interest in fiduciary management...
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Institutional Investors
Higher Bond Yields: How Concerning?
The implications of higher bond yields
Goldman Sachs examines whether economic and market resilience can withstand persistently high bond yields...
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Institutional Investors
European defense one year on: Money is not the problem, capacity (and delivery) are
European defence: From spending to capability
Allianz examines why Europe’s rising defence budgets are not translating into industrial capacity and...
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Professional Investors
Inflation risk: the quiet test of retirement income
Inflation risk: the quiet test of retirement income
Baillie Gifford explores how investors can balance short-term cash needs with the need to preserve purchasing power over the longer term
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Professional Investors
You should probably cheer up – unless you want to outperform
Do investors need to look beyond optimism bias?
Artemis examines whether rising profit expectations are clouding investors’ judgement.
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Professional Investors
Future Quality Insights: what comes after the AI boom? Repositioning for long-term quality
Looking beyond AI’s biggest winners
Are investors taking a risk by assuming AI investment and earnings will continue to grow at a rapid pace?...
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Professional Investors
Market Update and Strategy Performance october 2026
Markets defy the bad news
Quilter Cheviot examines resilient equity markets, rising bond yields and opportunities emerging in the...
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Professional Investors
Investment Insights Q4 2026: What's shaping markets as we move through the final quarter of the year?
What’s driving markets into the final quarter?
Rathbones takes a closer look at the economic, political and technological forces influencing markets....
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Professional Investors
Scorching summer could heat up the energy transition
Turning up the heat on the energy transition
As climate pressures and rising power demand reshape energy systems, Ninety One examines the investment...
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