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Professional Investors
 Defence 2.0: How drones and cyber are reshaping investments
Defence 2.0: How drones and cyber are reshaping investments
Cyber security is now part of the defence story, as modern militaries rely more heavily on connected...
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Professional Investors
First‑order fears, second‑order thinking: Why we own Compass Group
Compass Group: When controversy creates value
By focusing on cash flows, end-market exposures and valuation, Redwheel's Global Equity Income team seeks...
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Professional Investors
Investing for change: client strategies and concern
Investing for change: Client strategies and concern
Deutsche Bank's new report discusses the results of its extensive annual client survey. This year focused...
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Professional Investors
Four reasons to reconsider your global passive exposure
Is it time to reassess your global passive exposure?
Artemis examines the potential risks associated with over-reliance on market-cap-weighted indices.
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Professional Investors
Artificial Intelligence – the environment's ally
Artificial Intelligence – the environment’s ally
AI’s prowess is being used to address the major issues that have hindered our planet for decades.
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Professional Investors
The Growing Compute Shortage
"Lazarus" moments and supply chain bottlenecks: How the AI-driven compute shortage affects supply chain companies
Compute is becoming an invaluable resource - like the "spice" of Frank Herbert's Dune. The cost of components...
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Professional Investors
Renewable energy is catching a second wind
Renewable energy is catching a second wind
Renewable energy deployment is accelerating at a record pace as countries prioritise both decarbonisation...
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Professional Investors
AI is transforming fund research — but not investment decisions
AI is transforming fund research — but not investment decisions
Morningstar finds generative AI is delivering firms with productivity gains but has not crossed the...
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Professional Investors
The AI cycle is evolving. How can investors capture productivity gains?
The AI cycle is evolving. How can investors capture productivity gains?
Fidelity's Equities Monthly explores global equity market gains and the widening opportunity set in tech....
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Professional Investors
SpaceX IPO: The hype, the price, and the opportunity
SpaceX IPO: The hype, the price, and the opportunity
Is its valuation justified?
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Professional Investors
Value investing in a volatile world: What the numbers are telling us
Value investing in a volatile world: What the numbers are telling us
Alliance Bernstein on why value stocks have shown greater resilience than many expected and what that...
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Professional Investors
Why electricity is becoming the defining geopolitical asset of our time
Why electricity is becoming the defining geopolitical asset of our time
Deutsche Bank Wealth Management's latest research sets out why the global energy transition is more complex,...
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