- 27 Sep 2024
Shareholder activism is no longer a taboo but a rising trend—how is this shift transforming corporate governance and investor influence?
- 20 Sep 2024
The strong recent performance of the Magnificent 7 has increased the technology concentration in the S&P 500 Index and even more in the Russell 1000 Growth Index. Professional investors only.
- 16 Sep 2024
There is increasing interest in the use of continuous glucose monitors (CGMs) for wellness, which extends the appeal of the devices well beyond the diabetic population.
- 13 Sep 2024
Global markets saw sharp declines amid renewed economic concerns. How will this volatility shape the outlook for equities and bonds?
- 20 Aug 2024
In a year that has seen a banking crisis on one side and a wave of artificial intelligence enthusiasm on the other, humble banks have managed to outperform
- 14 Aug 2024
Inflation is trending in the right direction, with core goods and supercore services deflating slightly month over month- but shelter remains sticky. What does this mean? Professional investors only.
- 08 Aug 2024
Duration management, or rather the lack of it, was a key factor in Silicon Valley Bank (SVB)'s collapse. Professional investors only.
- 05 Aug 2024
Discover how strategic investments in the oil sector can unlock significant value amidst the evolving energy landscape.
- 02 Aug 2024
Discover how base metals like copper, nickel, and aluminium are essential to the global renewable energy transition, presenting lucrative investment opportunities.
- 26 Jul 2024
Changes to the UK's listing regime confirmed by the FCA in July are the result of several years of wrangling -what are the opportunities and risks for investors?
- 26 Jul 2024
Sophisticated private wealth investors are increasingly exploring the benefits of combining various commercial real estate strategies in their portfolios.
- 25 Jul 2024
At this stage of the cycle, concerns remain about the pace of economic growth but there is appeal for private assets.
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