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Professional Investors
Inflation from the Gulf conflict is on its way – Analyst Survey
Which sectors face the biggest cost pressures from the Middle East conflict?
The latest resumption of hostilities in the Persian Gulf is yet another reminder of how uncertain the...
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Professional Investors
What El Niño means for agricultural commodities in 2026
El Niño and the Strait of Hormuz: What the converging supply shocks mean for agricultural commodities
A strong El Niño is developing, arriving against a warmer climate baseline and into a fertiliser market...
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Institutional Investors
easyJet and private equity – should this really be allowed?
easyJet's private equity approach: A good deal, or the wrong deal?
Woodhill Asset Management holds easyJet shares — and still has reservations about the Apollo bid
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Professional Investors
Two beautiful games
Playing the odds: What can football teach us about value investing?
Successful investing isn't about chasing the biggest potential payoff. It's about understanding probability,...
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Professional Investors
Looking beyond tight credit spreads: The opportunity in high yield bonds
Why tight spreads may not tell the full story on high yield bonds
Attractive yields, stronger credit quality and resilient fundamentals continue to support opportunities...
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Professional Investors
The world-leading British companies you've never heard of
Britain's hidden champions deserve a closer look
The world-class UK companies many investors overlook.
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Professional Investors
Document Fraud Detection with up to 300 ID Checks
How is AI transforming document fraud detection?
LexisNexis® IDVerse® analyses how IDs behave, not just how they look.
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Professional Investors
2026 Mid-year review: Markets look beyond the headlines
Markets look beyond the headlines
Conflict in the Middle East drove market volatility, yet markets are higher over the first six months...
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Professional Investors
Equities Monthly July 2026
A mixed month for global equities
As AI adoption accelerates, market leadership will favour companies converting investment to cash flow,...
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Professional Investors
A unique market moment and the case for active judgement
A unique market moment and the case for active judgement
The level of concentration in many equity benchmarks has increased significantly.
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Professional Investors
Diversification and discipline: Building a strong credit strategy with impact
Building a strong credit strategy with impact
Applying an impact lens relies on the same core disciplines as any actively managed credit portfolio....
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Professional Investors
The greenium myth: do investors give up returns?
Can investors have sustainability and returns?
Has the "greenium" become a myth?
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