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Professional Investors
The UK Equity Market is underpriced, underowned, underestimated
Reasons to revisit UK equities
Years of negative sentiment have depressed valuations despite resilient fundamentals, strong corporate...
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Professional Investors
The AI trade is back. And it's not Nvidia leading the charge
The AI trade is back. And it’s not Nvidia leading the charge
WisdomTree's Mobeen Tahir looks at SK Hynix, Micron and Intel, three companies whose share prices have...
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Professional Investors
Fixed Income Perspectives: Our latest bond markets insights to help shape portfolios.
Growth, yields and uncertainty
Capital Group's latest Fixed Income Perspectives outlines the current macro and market views from across...
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Professional Investors
Stand-out AI story of the year so far?
Some stocks have declined as investors assume AI disruption will drain their moat - but are they right?
Quilter Cheviot weighs the case for and against companies like RELX, LSEG and S&P Global, and asks whether...
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Professional Investors
Burnham is Prime Minister, Healey Chancellor. What does this mean for investors?
What does a Burnham government with Healey as Chancellor mean for investors?
Rathbones looks at what the two new most powerful men in Britain might do for the economy and public...
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Professional Investors
Position for growth with emerging markets equities
Why active investors are turning back to emerging markets
Emerging markets equities are offering a rare mix of attractive valuations, stronger growth and improving...
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Professional Investors
Revisiting tech bubble fears 2.0
Tech bubble fears keep resurfacing, but Quilter Cheviot says the story has moved on
Global Head of Technology Research Ben Barringer revisits the AI trade nine months on, weighing hyperscaler...
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Professional Investors
The AI trade: Adoption is accelerating
Fidelity's Silicon Valley trip: Every AI company thinks it's going to be a winner
Our investment teams met 21 companies over four days, surveyed nearly 100 analysts, and paired it with...
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Professional Investors
SpaceX: why US Growth invested at the IPO
Why did Baillie Gifford's US Growth team back SpaceX at IPO?
The case for owning SpaceX before its bigger markets become fully visible.
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Professional Investors
There's a New Sheriff in Town: Culture Change at the Fed
Kevin Warsh's Fed: What a shift in policy inputs means for bonds and equities
The new Fed chair is questioning Core PCE as the primary inflation measure.
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Professional Investors
Later life planning for clients: What IFAs need to consider now
Later life planning: What do IFAs need to consider?
Rising care costs, evolving pension rules and potential inheritance tax changes mean advisers need a...
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Professional Investors
Thinking Emerging Markets? Think Small
Do emerging market small caps deserve a place in portfolios?
As global investors look to broaden their opportunity set, emerging markets small caps may offer a differentiated...
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