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Professional Investors
Market leaders change. Investing principles endure
Investing fundamentals and market leadership
Vanguard examines how market leadership changes over time, with new companies emerging to drive long-term...
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Professional Investors
Emerging markets: broad participation, sharper stock selection
Understanding the appeal of emerging markets
Despite volatility, emerging markets are becoming an increasingly important part of a diversified global...
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Professional Investors
Active fund managers adopt new investment strategies
Europe’s fund industry continues its transition
Morningstar compares the 100 largest fund families in Europe as passive funds continue to gain market...
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Professional Investors
FOMO 3 – Taiwan Semiconductor, Samsung Electronics & SK Hynix
Beyond the FOMO 3: Where next for emerging markets?
As three technology companies dominate emerging market indices, looking beyond the heavyweights could...
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Professional Investors
Tracking the Turn from Rally to Resilience
Could improving fundamentals and earnings growth in China deliver more for investors?
Supportive policy reforms and attractive valuations are creating new opportunities, but investors will...
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Professional Investors
Emerging markets: enough is not enough
Is your EM allocation enough?
Why portfolios may need more exposure to the companies shaping global growth.
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Professional Investors
Investing beyond style: Bringing balance to global equities
Can investors find balance beyond style?
In a market often dominated by a single theme or investment style, Fidelity’s Global Special Situations...
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Professional Investors
What's Hot: Wheat's war premium returns
Wheat’s war premium is back
Black Sea disruption is hitting wheat supply at the most important point in the export season.
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Professional Investors
European Active/Passive Barometer Report: Mid-Year 2026
Active management faces a tough equity test
Morningstar examines the latest success rates for active managers across European equity and fixed-income...
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Professional Investors
Why we have become more constructive on equities
Equities find support beyond AI
Explore the factors strengthening the case for equities.
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Professional Investors
Emerging market engines shift into high gear for equity investors
Emerging market engines shift into high gear for equity investors
With earnings taking over as the key driver of returns — and themes such as AI, governance reform and...
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Professional Investors
Monthly Market Roundup
AI enthusiasm lifts global equities
Invesco explores the latest developments across global equities, fixed income and emerging markets.
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