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Professional Investors
Five questions, five answers
Five years of Federated Hermes Sustainable Global Equity: What the track record shows
The strategy's three-pillar structure, avoidance of third-party ESG ratings and near-50% social theme...
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Institutional Investors
US at 250 – Why has the US been so successful and can it continue?
US at 250: What 250 years of American dominance means for pension scheme investment strategy
Deutsche Bank Research Institute examines whether US outperformance can survive China's rise, mounting...
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Institutional Investors
Equitorial: What does risk look like today?
What does risk look like for global equity portfolios right now?
Federated Hermes' Global Equities team stress-tests its proprietary MultiFRAME model against current...
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Professional Investors
Global Asset Allocation Insights - July 2026
Global Asset Allocation Insights - July 2026
Markets look past the Iran conflict as growth resilience returns to focus, with Fidelity's Multi Asset...
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Professional Investors
America at 250 in six charts
What 250 years of US history tells us about investing today
As the US marks 250 years of independence, Capital Group's economists and portfolio managers examine...
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Institutional Investors
The innovation advantage: investing on the right side of change
Why patient markets, not quick ones, tend to find the outliers
Baillie Gifford's Jonny Greenhill on why short-term markets struggle to price transformative innovation,...
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Institutional Investors
2026 FTSE Russell wealth pulse survey
Private markets are going mainstream. Are trustees ready for the benchmark question?
FTSE Russell's 2026 Wealth Pulse Survey reveals affluent investors want private markets, but need standardized...
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Institutional Investors
Second Place, First Returns: The World Cup's Hidden Investing Trend
How investing in the World Cup runner-up has been a winning strategy historically
AJ Bell's Dan Coatsworth crunches the numbers on 35 years of World Cup investing
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Professional Investors
China: outside the spotlight
While the AI spotlight stays on Taiwan and Korea, is China being overlooked?
Baillie Gifford on the emerging market case that's easy to miss, from a shifting consumer wealth effect...
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Professional Investors
Equity Outlook: AI Enthusiasm Leaves Little Margin for Error
Markets are pricing AI for a perfect outcome. What if it isn't one?
AB's Nelson Yu on why strong second-quarter equity returns mask a narrower path for error, and where...
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Professional Investors
UK Equity Income Bulletin – July 2026
UK equities: the confidence gap that valuations can't explain
JOHCM's UK Equity Income team on a calmer gilt market, resilient balance sheets, and why overseas buyers...
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Professional Investors
Three Myths About Income Investing — And Why the Data Says Otherwise
Dispelling three income investing myths
Why the old assumptions about UK equity income no longer hold up
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