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Customisation, tax efficiency and control — why fixed income SMAs are growing
Customisation, tax efficiency and control — why fixed income SMAs are growing
Invesco’s June 2026 Global Fixed Income Strategy Monthly Report examines the key forces shaping global...
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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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Professional Investors
Rate tailwinds favour European banks... but the easy gains may be over
Rate tailwinds favour European banks... but the easy gains may be over
Morningstar finds higher interest rates are continuing to support earnings and capital strength, although...
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Professional Investors
Artificial intelligence: Ten investment truths
Artificial intelligence: Ten investment truths
Three years ago, artificial intelligence was a topic of mere curiosity, but today is the subject of capital...
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Professional Investors
How to protect purchasing power from inflation
How to protect purchasing power from inflation
How many short-term blips does it take to create a new normal? It’s a question we should all be asking...
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Professional Investors
Schroders Equity Lens: Soaring earnings expectations power IT companies in Q2
Schroders Equity Lens: Soaring earnings expectations power IT companies in Q2
When valuations are at current high levels, the case for equities hinges strongly on earnings
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Professional Investors
When the weather heats up, so can inflation
When the weather heats up, so can inflation
Unusual early summer heat may be just the start, with El Niño expected to return and bring more extreme...
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Professional Investors
Why markets are watching rising defence spending
Why markets are watching rising defence spending
Higher defense spending will be closely watched by markets for its impacts on government budgets and...
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Professional Investors
What's Hot: What falling oil inventories could mean for energy markets
What's Hot: What falling oil inventories could mean for energy markets
Global oil inventories are falling at a record pace as the Strait of Hormuz disruption removes around...
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Professional Investors
European defence: Strong fundamentals behind a soft market
European defence: Strong fundamentals behind a soft market
European defence equities have de-rated on sentiment, not fundamentals.
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Professional Investors
Navigating transition risks in an uncertain world
Navigating transition risks in an uncertain world
Are markets too focused on outcomes?
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Professional Investors
Markets are underestimating the persistence of inflation
Markets are underestimating the persistence of inflation
The US-Iran conflict has abruptly moved stagflation from a tail risk to a live risk that could undermine...
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