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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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Professional Investors
Beyond Wires: How Investors Can Turn the Great Grid Upgrade into the Next Multi-Decade Investment Opportunity
What does the "Great Grid Upgrade" mean for investors?
What will drive it?
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Professional Investors
Tech, AI and the credit conundrum
The AI credit conundrum
AI and technology-related bond issuance has become increasingly difficult for credit investors to ignore,...
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Professional Investors
The structural opportunity behind a volatile year for rare earths
The opportunity behind rare earths' volatile year
Strategic metals and rare earths sit at the crossroads of the energy transition, defence and advanced...
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Professional Investors
Emerging Market Debt Indicator - July 2026
What July revealed about EM debt
Ninety One's EM Debt team shares its latest outlook and positioning across the investment universe.
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Professional Investors
Stock clearance sale
Why are international buyers snapping up UK-listed companies?
Premier Miton explores global buyers' growing interest in UK-listed companies.
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Professional Investors
European Value Stocks Outperform Growth Stocks in July
European value stocks shine in July
Which European countries, sectors and investment styles performed best last month?
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Professional Investors
The Second Space Age: How Markets, Technology, and Power Are Reshaping the Final Frontier
What does the second space age mean for investors?
Space is becoming a new pillar of the industrial economy, and one that is increasingly important to life...
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