Search content

2641 entries

We found resources matching your search…

Sort by
Professional Investors
The Contrarian View - S2, Episode 1: Same information. Different conclusions.
  • 25 August 2026
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.
Visit arrow right black
Professional Investors
Investing for better, not worse
  • 20 August 2026
Are investors too focused on the biggest stocks?
Cormac Weldon, Head of US Equities at Artemis, explains why he sees plenty of investment opportunities...
Visit arrow right black
Professional Investors
Electrifying Europe: the infrastructure opportunity behind the EU action plan
  • 20 August 2026
Investing in Europe’s electrification
Europe’s push to reduce fossil-fuel dependence is putting electrification at the centre of its energy...
Visit arrow right black
Professional Investors
The AI opportunity: putting risks in perspective
  • 20 August 2026
Circularity, explained: What it means for the AI boom
Evelyn Partners' Arielle Ingrassia unpacks the risks behind AI's more testing summer.
Visit arrow right black
Professional Investors
The market's short memory
  • 20 August 2026
The market’s short memory
AI has transformed memory demand, but Micron’s history shows scarcity can fade fast.
Visit arrow right black
Professional Investors
GEMs ESG Materiality, H1 2026
  • 18 August 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...
Visit arrow right black
Professional Investors
Global Technology: Navigating volatility with a balanced approach
  • 18 August 2026
Navigating global tech turbulence
The technology sector has experienced heightened volatility recently. Hyun Ho Sohn, portfolio manager...
Visit arrow right black
Professional Investors
Beyond Wires: How Investors Can Turn the Great Grid Upgrade into the Next Multi-Decade Investment Opportunity
  • 17 August 2026
What does the "Great Grid Upgrade" mean for investors?
What will drive it?
Download arrow right black
Professional Investors
Tech, AI and the credit conundrum
  • 17 August 2026
The AI credit conundrum
AI and technology-related bond issuance has become increasingly difficult for credit investors to ignore,...
Visit arrow right black
Professional Investors
The role of technology and AI in retirement decision making
  • 12 August 2026
The role of technology and AI in retirement decision making
Pension tracing tools, open finance, gamified learning and Targeted Support have the potential to connect...
Visit arrow right black
Professional Investors
So, Why Don't You Own It?
  • 12 August 2026
Why underweights matter more in today's concentrated equity markets
AllianceBernstein sets out how AI infrastructure spending and mega-cap dominance are reshaping active...
Visit arrow right black
Professional Investors
Concentration is today's real risk, not AI in itself
  • 12 August 2026
Why concentration risk, not AI itself, may be the bigger portfolio risk
Fidelity's Chris Forgan and Caroline Shaw set out how they are repositioning multi-asset portfolios to...
Visit arrow right black
Not a member yet?
Get access to all of the Investment IQ curated content completely free today
Become a memberarrow right black
Associated brands
Investment Week
Professional Pensions
Professional Adviser
Search content

2641 entries

IQ logo