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Rediscovering Europe
Why does Europe deserve a second look?
Active ETFs are reshaping global investment markets, offering investors a flexible and transparent way...
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Institutional Investors
L&G's midyear global outlook: AI vs geopolitics
Midyear global outlook: AI vs geopolitics
As AI rewires capital markets and geopolitical rivalry deepens, L&G's CIO sets out why resilience — not...
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Professional Investors
Why the bidders are circling UK mid caps
Why the bidders are circling UK mid caps
Schroders' long-held view that UK mid cap companies are significantly undervalued is increasingly being...
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Professional Investors
GBP Falls and FTSE 100 Stocks Wobble After Andy Burnham By-Election Victory
Burnham Effect: What the Makerfield result means for UK markets
Stocks, bonds, and currency markets opened lower as investors weigh the prospect of political change...
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Professional Investors
When markets fragment: Why stock selection is back at the centre of global equities
When markets fragment: Why stock selection is back at the centre of global equities
How does a company's lifecycle alter its return potential over time?
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Professional Investors
Cautious, redefined: How can you manage volatility without sacrificing returns in 2026?
Cautious, redefined: How can you manage volatility without sacrificing returns in 2026?
Read how Baillie Gifford’s approach challenges common misconceptions.
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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
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
India's valuation reset improves opportunity - but patience remains warranted
India’s valuation reset improves opportunity - but patience remains warranted
India’s valuation reset is real, but the catalyst for renewed relative performance is not yet obvious...
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Professional Investors
Opportunities in the lifecycle of healthcare innovation
Opportunities in the lifecycle of healthcare innovation
Why uncertainty may create meaningful opportunities in healthcare innovation.
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Professional Investors
Equities outlook: Balancing AI's promise and near-term macro risk
Equities outlook: Balancing AI’s promise and near-term macro risk
Janus Henderson's Lucas Klein and Marc Pinto explore how AI uncertainty and geopolitical tension may...
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Professional Investors
SpaceX, Anthropic, OpenAI: The blockbuster IPOs that could transform public and private markets
SpaceX, Anthropic, OpenAI: The blockbuster IPOs that could transform public and private markets
2026 is shaping up to mark the return of blockbuster IPOs, with three potentially on the horizon. What...
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