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Professional Investors
Proof Pending: Can AI Deliver Lasting Growth?
Can AI deliver lasting growth?
AI spending is lifting growth now, but productivity must carry it forward.
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Institutional Investors
Building resilient long-term equity portfolios
Building resilient long-term equity portfolios
L&G provide evidence that portfolios constructed to diversify across underlying return drivers have historically...
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Professional Investors
Growth: now, then and always
Capturing growth in a changing world
Retail flows, geopolitics and AI are reshaping markets, but patience and access still matter.
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Professional Investors
Thematic Equity Investing in a World of Disruption and Realignment
Thematic equity investing in a world of disruption and realignment
The evolving nature of disruption is creating new innovators and market leaders.
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Professional Investors
Looking beyond AI's leaders
Looking beyond AI's leaders
Artemis examines where investors may find opportunities as AI adoption broadens across the economy.
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Professional Investors
2026 Midyear Investment Outlook
2026 Midyear Outlook: Investing through uncertainty
Capital Group's latest Outlook report offers actionable insights into global markets
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Professional Investors
Navigating concentration and evolving market leadership
Navigating concentration and evolving market leadership
Portfolio manager Anthony Srom outlines how Fidelity Asia Pacific Opportunities remains focused on disciplined,...
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Institutional Investors
Mega-IPOs and rising equity supply
Mega-IPOs: Rising aggregate supply and euphoria - a risk in markets?
Fisher Investments Europe warns that a wave of mega-IPOs is about to flood equity markets with supply,...
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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
Value stocks: The cash-flow case for a continuing comeback
Value stocks: The cash-flow case for a continuing comeback
Are value stocks finally turning the corner? Recent trends are encouraging.
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Professional Investors
Closing the global "small-cap gap"
Closing the global “small-cap gap”
Many global equity portfolios are heavily weighted toward mega-cap stocks, leaving investors exposed...
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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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