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Professional Investors
Global Asset Allocation Insights - August 2026
Finding opportunity beyond the market leaders
As market leadership broadens beyond the largest AI stocks, Fidelity explores where investors may find...
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Professional Investors
Fed Chair Warsh in a tight spot
Is the bond market overreacting to the Fed?
Federated Hermes CIO Deborah Cunningham explains why short-end dynamics tell a different story from the...
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Professional Investors
How cheap is the Japanese Yen?
How undervalued is the Japanese yen?
LGIM's Erik Lueth applies a 58-country regression model to estimate the yen's fair value, arriving at...
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Professional Investors
Inside the July 2026 crypto index rebalance
What does the latest crypto index rebalance reveal?
WisdomTree explores how July's index rebalance highlights the growing importance of liquidity, scale...
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Professional Investors
Broad Markets Fixed Income Multi-Sector Playbook: A World of Increasing Dispersion
Why the fixed income index is no longer your friend
Increasing dispersion across countries, sectors and issuers is making active management harder to ignore....
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Professional Investors
 What's Hot - Global defence: from depletion to duration
Global defence: From depletion to duration
Global defence is not just a regional theme. It is now a secular trend rooted in a multi-year investment...
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Professional Investors
Consumer Duty consultation: what advisers and paraplanners need to know
What does the Consumer Duty consultation mean for advisers?
The FCA's latest consultation on Consumer Duty is not about scaling back consumer protection. Instead,...
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Professional Investors
Multi Asset Strategy Quarterly – July 2026
The case for optimism is intact - just harder to make than it was
Ninety One's multi-asset team on where risk assets stand as stagflation risks rise and central banks...
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Professional Investors
When 'made in China' becomes a compliment, and why investors should care
When ‘made in China’ becomes a compliment, and why investors should care
Explore China's shift to innovation and its impact on portfolios and earn CPD.
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Professional Investors
Investment Outlook: Life begins at 250 for the US
Why 250 years of US economic foundations still matter for client portfolios
Evelyn Partners' Chief Investment Strategist Daniel Casali sets out where earnings growth is expected...
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Professional Investors
Sustainability can drive European competitiveness
What role can sustainability play in Europe's competitiveness?
Federated Hermes' Howard Risby examines the argument that Europe’s sustainability ambitions have impacted...
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Professional Investors
Fed - Markets are learning to play the ball and not the referee
Why markets are looking beyond the Fed
The Fed left rates unchanged at 3.50–3.75% in line with the market consensus and going against the roughly...
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