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Professional Investors
The Evolving Nature of Equity Quality in the Age of AI
How AI is reshaping the definition of equity quality
Investors must determine what the AI capital-spending surge means for long-term business durability....
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Professional Investors
Dividend Growers: The Importance of Yield-on-Cost
Looking beyond dividend yield
While current yield is a key consideration, Lord Abbett thinks it is essential to focus on the potential...
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Professional Investors
Finding quality in emerging markets
Can emerging markets continue to deliver on their promise?
Fidelity International's ETF team examine how emerging markets have performed this year and discuss why...
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Professional Investors
Headlines – Global ETF market reaches record $23 trillion, Europe surges to record $3.8 trillion, active ETFs hit record $132.06 billion
HANetf: European ETP assets pass $3.8 trillion
The latest Exchange Traded Europe report points to record growth, and a shifting mix of where the money's...
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Professional Investors
Will Andy Burnham scrap stamp duty?
Will Andy Burnham scrap stamp duty?
The frontrunner to succeed Keir Starmer has previously called it “a tax on the aspirations of young people"....
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Professional Investors
Green bonds: aligning mission and returns
Rethinking the role of green bonds
The case for combining climate ambition with portfolio performance.
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Professional Investors
The new reality of retirement
What does retirement look like today?
Explore what T. Rowe Price's latest survey reveals about retirement age, financial security and flexible...
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Professional Investors
China Equity Q2 2026
Are China equities being mispriced?
For investors looking at the country, there can be a gap between perception and reality.
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Professional Investors
More US Stocks Are Marching to a Different Beat
Why are more US stocks moving against the S&P 500?
AI leadership has left many stocks moving to a different rhythm.
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Professional Investors
Monthly news and views covering June 2026
US-Iran deal, a UK prime minister's exit and the SpaceX listing: What June 2026 meant for multi-asset portfolios
Premier Miton's Ian Rees sets out how his team responded at the investment committee level, including...
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Professional Investors
Stablecoins: disruptive potential vs. reality
Stablecoins promised a payments revolution. So far, reality hasn't kept up
L&G's latest analysis unpacks why $300bn of stablecoins still can't shift $19trn of bank deposits, and...
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Professional Investors
Super El Niño risk: more inflation in Asia, oversupply in Latin America yet little disruption in financial markets
A Super El Niño is brewing, and it could reshape inflation forecasts across Asia and Latin America
Allianz research explores why the 2026-27 event may be the strongest in over a decade, and what it means...
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