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Institutional Investors
The Credit Market Lens: A Higher Bar for Earnings Season
AI hyperscaler capex leaves little room for error this earnings season
PIMCO's Lotfi Karoui on why forward capital spending guidance may matter more than the results themselves...
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Institutional Investors
2026 midyear geopolitical update: What "structural competition" means for investors
What does “structural competition” mean for investors?
Markets, supply chains and long-term investment opportunities are being reshaped.
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Institutional Investors
Emerging Market Debt Indicator – June 2026
Emerging market debt held steady in June despite a more hawkish Fed
Ninety One's EM debt team breaks down regional performance and where they see value heading into the...
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Institutional Investors
easyJet and private equity – should this really be allowed?
easyJet's private equity approach: A good deal, or the wrong deal?
Woodhill Asset Management holds easyJet shares — and still has reservations about the Apollo bid
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Institutional Investors
Structured equity:  A tool to generate and protect surplus in run-on solutions
Structured equity: A tool to generate and protect surplus in run-on solutions
As more DB pension schemes reassess their endgame options, structured equity can help harness equity...
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Institutional Investors
DB endgames: state of the nation
Why are DB schemes rethinking their endgame strategies?
Since the Mansion House speech in 2023, the conversation around defined benefit (DB) surpluses has evolved...
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Institutional Investors
Amundi: Global Investment Views - July 2026
Central banks take a hawkish turn
Amundi's latest Global Investment Views elaborates on the thoughts, convictions and outlook of its global...
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Institutional Investors
Quarterly Review: Big Gains, Bigger Questions
Markets rallied hard in Q2 — can the momentum last?
Allspring's John Campbell explains why smart diversification matters more than ever heading into Q3....
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Institutional Investors
Could 'Super El Niño' Scorch AI Too?
This year's 'Super El Niño' could hit more than just crops
Why climate volatility deserves a place on trustees' risk radar, not just headline inflation.
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Institutional Investors
Better times ahead? Assessing Germany's new macro reforms
Germany's reform package: what it means for pension schemes
A look at Berlin's pension, labour and fiscal reforms - and why they matter for fixed income allocations....
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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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