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Professional Investors
US vs. China: Who's winning the AI race?
Who’s winning the US-China AI race?
Today’s artificial intelligence race between the two nations may be the latest example of rivalry acting...
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Professional Investors
EM still in its multi-year ascent
Is there still more to come from emerging markets?
It has been another strong year for EM equities, which has left many investors pondering where exactly...
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Professional Investors
AI and Investing: Navigating the Tech Evolution
Navigating AI's next phase
Invesco explores how technological evolution is reshaping the AI investment opportunity.
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Professional Investors
Reminders and lessons from reporting season
The real story of reporting season goes beyond AI
JOHCM's Ben Leyland, Jasmeet Munday and Robert Lancastle explain why broadening earnings growth could...
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Professional Investors
European defence autonomy: rearming with purpose
Europe's defence boom is real – execution is the bottleneck
Candriam's Ken Van Weyenberg and Quentin Duquesne explain why higher defence budgets will only translate...
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Professional Investors
Bond Vigilantes
Rolldown in credit markets: Where does the sweet spot sit?
A follow-up to Bond Vigilantes' quantitative government bond study extends the rolldown analysis into credit, covering sterling, euro and dollar markets.
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Professional Investors
UK equities: political churn, corporate conviction
M&A surge signals value in UK equities amid political shift
While ongoing leadership transitions leave public markets cautious, foreign corporate buyers are taking advantage of persistent valuation discounts to acquire resilient, cash-generative UK assets.
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Professional Investors
Why taxes and definitely going up
Burnham's inheritance is worse than Starmer's - and tax rises are already locked in
Quilter Cheviot steps back from the pre-Budget speculation to look at what the UK's debt trajectory really means for taxpayers.
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Professional Investors
Want bitcoin exposure? You do not need a second job managing it
Self-custody doesn't remove bitcoin's risk - it just hands it to you
Wisdomtree's Dovile Silenskyte on why holding your own keys can turn a simple portfolio allocation into an unpaid job in cybersecurity and protocol management.
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Professional Investors
The Contrarian View - S2, Episode 1: Same information. Different conclusions.
AI's real bottleneck isn't chips - it's power
Alec Cutler tells Nicola Dormehl why stranded gas fields and old industrial names may hold more upside than the obvious AI winners.
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Professional Investors
How do we do what we do? An introduction to our process
The approach powering Schroders' Global Value Equities team
Focusing on process over short-term noise offers the best chance of achieving durable, compounding results....
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Professional Investors
Quality in Emerging Markets: Brasil Bolsa Balcão
Brazil's hidden monopoly: Why B3 redefines "quality" in emerging markets
Portfolio Manager Mark Hammonds explains how a vertically integrated exchange, clearinghouse, and data business is turning Brazil's capital markets infrastructure into a durable, diversified compounder.
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