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Professional Investors
From asset-light to AI-heavy: infrastructure shift
From asset-light to AI-heavy: Why big tech's $700bn capex shift matters for infrastructure allocations
UBS Asset Management sets out the case for a broad capital expenditure super-cycle spanning data centres,...
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Professional Investors
Can Germany Engineer Faster Growth at Last?
Why Germany's latest reform push probably won't fix its growth problem
Berlin's new economic package has some sensible ideas, but the big issues remain untouched.
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Professional Investors
The 4-Life framework: Building blocks for creating a personalised retirement plan
A simple framework for building truly personalised retirement plans
As pension responsibility shifts to individuals, one model breaks retirement into four manageable parts....
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Professional Investors
Healthcare Investing: Finding Growth Beyond Pharmaceuticals
Why healthcare investors shouldn't bet the house on Big Pharma
The sector's biggest opportunities often lie well outside the drug giants dominating the index.
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Professional Investors
How to Invest Smarter in the Race for Electrification
Why the global power transition still offers equity opportunities
AllianceBernstein sets out the case for selectivity across renewables, grid infrastructure and electrification...
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Professional Investors
Why Quality Stocks Still Matter in Today's Market
Do quality stocks still matter in today’s market?
After several years of lagging market leadership, quality-oriented equities may offer an attractive entry...
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Professional Investors
Hyperscalers: A scramble to raise capital
Hyperscalers are reshaping corporate bond markets to fund AI infrastructure
Giant tech companies are increasingly turning to international markets as they look to finance trillions...
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Professional Investors
From geopolitical shocks to structural repricing
How geopolitical shifts are driving structural repricing across asset classes
As energy security, supply-chain resilience and reserve diversification reshape capital flows, investors...
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Professional Investors
Natural Gas – growing source of global energy and uncertainty
Natural Gas: A growing source of global energy and uncertainty
Despite the declining use of coal and, over the longer term, oil, natural gas continues to play a significant...
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Professional Investors
Midyear Review: From Spring Slump to Summer Surge
From spring slump to summer surge
The US market struck fresh highs near the year’s midway point, rallying after taking a downward turn...
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Professional Investors
Half-Time Outlook 2026-27: AI holds the score, growth slows to +2.5%
Global growth expected to slow to 2.5%, says Allianz
As the Middle East conflict de-escalates – despite temporary flare-ups – Allianz expects a mild slowdown...
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Professional Investors
Geopolitical fragmentation raises risk premium
Fragmentation premium: Markets recalibrate for a divided world
As efficiency gives way to security, investors face a steeper cost for geopolitical risk
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