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Professional Investors
Emerging market engines shift into high gear for equity investors
Emerging market engines shift into high gear for equity investors
With earnings taking over as the key driver of returns — and themes such as AI, governance reform and...
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Professional Investors
Monthly Market Roundup
AI enthusiasm lifts global equities
Invesco explores the latest developments across global equities, fixed income and emerging markets.
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Professional Investors
Commodity Outlook: The baton never drops but who carries it keeps changing
The commodity rally keeps moving
Gold and oil led 2026's commodity rally before metals and now agriculture take the baton.
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Professional Investors
Global Asset Allocation: The View From UK
The broadening begins: A new spark for global equities
Strong earnings, AI investment and resilient growth are supporting a more constructive outlook for equities....
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Professional Investors
Catastrophe Bond Funds: Understanding the Risks Behind the Returns
Cat bonds: High returns, higher risks?
Morningstar assesses the opportunities and trade-offs facing investors in the evolving catastrophe bond...
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Professional Investors
A value investor's postcard from Japan
A value investor's postcard from Japan
While the pool of deeply undervalued companies in Japan has narrowed, the market still offers a diverse...
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Professional Investors
Time and predictability: the role of defined return investments in long-term investing
What role can defined return investments play in the long-term?
Defined return investments offer long-term investors a structured way to access the equity risk premium...
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Professional Investors
Emerging-Market Equities Offer More Than Chips and Memory
Don't mistake the AI rally for the whole EM story
The opportunity set across emerging markets is much wider than the AI-driven rally suggests.
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Professional Investors
Riding the next wave of US earnings growth
Beyond the mega-caps: Where US earnings growth hides next
Stephen DuFour, portfolio manager of the FF2 - Focused Stock Fund, reviews the shifting dynamics in the...
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Professional Investors
Assessing a Less Transparent Fed
The Fed's new communication style is reshaping how bond markets price risk
Goldman Sachs assesses whether a quieter central bank helps or hinders investors.
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Professional Investors
Landfill methane: cutting emissions, capturing value
How landfill methane is turning from a hidden liability into a measurable investment opportunity
Why waste operators' handling of emissions is becoming a test of management quality.
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Institutional Investors
Impact of Pension Scheme Run-on on Sponsor Share Prices
Impact of pension scheme run-on on sponsor share prices
In this podcast, Aon’s Louise Dale is joined by Aon partner John Harvey and Abid Hussain, Managing Director...
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