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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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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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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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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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Professional Investors
Artificial Intelligence: Ten Investment Truths
Ten truths defining the AI era
Morgan Stanley's latest Big Picture article covers ten investment truths about AI: from the extraordinary...
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US Equities: What's Hiding Beneath the Market's Headline Returns?
What’s hiding beneath US equities' headline returns?
Investors who look below the surface may discover opportunities beyond the AI superpowers.
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Professional Investors
What do the World Cup and investing have in common?
What do the World Cup and investing have in common?
JM Finn Investment Director Andrew Mann uses the World Cup as a framework to assess where UK stocks stand...
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How AI is Shaping the Small-Cap Space
Why Goldman Sachs AM sees the next AI winners emerging in small caps
Portfolio managers Greg Tuorto and Jessica Katz set out four sectors where AI exposure is building outside...
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Europe's AI sovereignty needs an infrastructure backbone
Europe’s AI sovereignty needs an infrastructure backbone, says WisdomTree
AI sovereignty is turning into a physical build-out challenge for Europe.
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Professional Investors
The AI paradox: from carbon cost to climate dividend?
The AI paradox: From carbon cost to climate dividend?
AI is energy-intensive, but it could also, over time, lower emissions by making energy systems more efficient....
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Professional Investors
Five questions, five answers
Five years of Federated Hermes Sustainable Global Equity: What the track record shows
The strategy's three-pillar structure, avoidance of third-party ESG ratings and near-50% social theme...
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