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Professional Investors
The AI opportunity: putting risks in perspective
Circularity, explained: What it means for the AI boom
Evelyn Partners' Arielle Ingrassia unpacks the risks behind AI's more testing summer.
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Professional Investors
The market's short memory
The market’s short memory
AI has transformed memory demand, but Micron’s history shows scarcity can fade fast.
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Professional Investors
Selectivity Takes the Lead
Rates rise, discipline pays: A month for selective credit
Morgan Stanley Investment Management's Broad Markets Fixed Income Team reviews a month in which global...
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Professional Investors
Why ETFs Are Expected to Draw $2 Trillion in Investments in 2026
ETFs enter a new era
Exchange-traded funds, or ETFs, have long been a popular way for investors to track the performance of...
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Professional Investors
Japan's Growth Strategy: a powerful tailwind for equities and active investing
Japan's Growth Strategy takes centre stage
The country’s new strategy targets AI, digital infrastructure and other strategic sectors, potentially...
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Professional Investors
Rethinking investment risk for 30-year retirements - and the role for multi-asset
Why de-risking too far in decumulation can damage client outcomes
Columbia Threadneedle's analysis of rolling 20-year returns back to the 1970s challenges the assumption...
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Professional Investors
Of Anchovies and Blueberries – why El Niño matters
Why isn't El Niño being discussed more?
Neither the mainstream media nor markets seem to be seriously discussing the risks and opportunities...
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Professional Investors
GEMs ESG Materiality, H1 2026
How are ESG factors shaping the data centre build-out?
In the latest issue of Global Emerging Markets ESG Materiality, Federated Hermes looks at how companies...
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Professional Investors
Beyond Iran: why investors remain optimistic
Investors find reasons for optimism
Deutsche Bank's Christian Nolting examines the forces supporting market sentiment despite ongoing geopolitical...
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Professional Investors
Global Technology: Navigating volatility with a balanced approach
Navigating global tech turbulence
The technology sector has experienced heightened volatility recently. Hyun Ho Sohn, portfolio manager...
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Professional Investors
European financials remain resilient after strong Q2 earnings
European financials show their strength
As we approach the end of the reporting season for European financials, including banks and insurers,...
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Professional Investors
Why turnover can be a potent source of alpha
Is turnover undervalued as a source of alpha?
Artemis explains why earnings revisions, changing fundamentals and relative valuations can make portfolio...
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