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Professional Investors
AI and Investing: Navigating the Tech Evolution
Navigating AI's next phase
Invesco explores how technological evolution is reshaping the AI investment opportunity.
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Professional Investors
Reminders and lessons from reporting season
The real story of reporting season goes beyond AI
JOHCM's Ben Leyland, Jasmeet Munday and Robert Lancastle explain why broadening earnings growth could...
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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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Institutional Investors
The pension de-risking market has evolved: What comes next?
The pension de-risking market has evolved: What comes next?
Pension endgames are being transformed by greater choice, attractive pricing and growing insurer capacity. But as the de-risking market matures, will member experience become the next key differentiator?
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Professional Investors
Bond Vigilantes
Rolldown in credit markets: Where does the sweet spot sit?
A follow-up to Bond Vigilantes' quantitative government bond study extends the rolldown analysis into credit, covering sterling, euro and dollar markets.
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Professional Investors
UK equities: political churn, corporate conviction
M&A surge signals value in UK equities amid political shift
While ongoing leadership transitions leave public markets cautious, foreign corporate buyers are taking advantage of persistent valuation discounts to acquire resilient, cash-generative UK assets.
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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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Institutional Investors
Bessent puts his reputation on the line
Bessent's bond buyback bet meets a hawkish Fed
Mark Dowding on why the Treasury's yield-curbing intervention sits at odds with the Fed, and what it means as Middle East tensions and AI-driven volatility keep markets on edge.
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Professional Investors
Want bitcoin exposure? You do not need a second job managing it
Self-custody doesn't remove bitcoin's risk - it just hands it to you
Wisdomtree's Dovile Silenskyte on why holding your own keys can turn a simple portfolio allocation into an unpaid job in cybersecurity and protocol management.
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Professional Investors
The Contrarian View - S2, Episode 1: Same information. Different conclusions.
AI's real bottleneck isn't chips - it's power
Alec Cutler tells Nicola Dormehl why stranded gas fields and old industrial names may hold more upside than the obvious AI winners.
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Institutional Investors
Being single in retirement – a key issue for the Pensions Commission?
Two thirds of poor pensioners living alone are women - why retirement policy isn't catching up
Steve Webb sets out what a decade of rising pensioner poverty, more divorce and more solo living means for the Pensions Commission.
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Institutional Investors
Choosing Wisely From the 2026 Endgame Smorgasbord
Choosing wisely from the 2026 endgame smorgasbord
Until recently, allowing a UK defined benefit scheme to run-on or move to a buyout was seen by some as...
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