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Investment Management
Sticky, not scary: Why investors shouldn’t fear inflation
Liam O’Donnell, who leads the Artemis fixed income team's strategy on macro and rates, believes sticky inflation will keep policy rates elevated and the cutting cycle is almost over.
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Investment Management
2026: A year for optimism – not complacency
Exciting opportunities exist, but global tensions and market risks remain…
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Investment Management
The hidden red flags hindering wealth management platforms
Issues in platforms can inflate costs, slow delivery, and create tension.
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Investment Management
Bonds are back: Why allocations deserve a rethink
The current environment presents one of the most compelling moments in years to reallocate toward bonds.
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Investment Management
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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Investment Management
Is a total portfolio approach the answer to market uncertainty?
How does it differ from a strategic asset allocation framework?
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Investment Management
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’ Head of Fixed Income, Stephen Snowden
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Investment Management
Beyond 60/40: Finding diversification in 2026
AllianceBernstein's view of the macro investment environment suggests that asset owners may need to re-examine their strategic allocations.
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Investment Management
EM equities shine again
What’s fuelling interest in emerging markets?
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Investment Management
AI acceleration drives huge infrastructure demand
Amid economic and global uncertainty, the need for infrastructure investment remains.
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Investment Management
Falling rates, tight credit: Fixed income in 2026
Fixed-income investors face falling rates, tight spreads and a fragile labour market. The playbook requires locking in yield and managing duration, while staying vigilant on credit quality.
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Investment Management
Europe’s markets regain their footing
The region’s macro picture is brightening, setting a steadier tone for the start of 2026.
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