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Professional Investors
The yen: carrying the weight of the world's risk tolerance
Why does the yen matter to global markets?
Amova Asset Management explores how the yen carry trade shapes global risk appetite and investment positioning....
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Professional Investors
How cheap is the Japanese Yen?
How undervalued is the Japanese yen?
LGIM's Erik Lueth applies a 58-country regression model to estimate the yen's fair value, arriving at...
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Professional Investors
The world's biggest market is hiding in plain sight
The world's biggest market is hiding in plain sight
With US $9.6 trillion traded every day, the foreign exchange market sits at the heart of global trade...
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Professional Investors
Inflation risk: the quiet test of retirement income
Inflation risk: The quiet test of retirement income
Inflation can erode retirement income even when account balances rise
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Professional Investors
Gold Fails the Safe Haven Test Again
Gold fails the safe haven test... again
Fisher Investments Europe: Gold isn’t a good hedge for inflation or uncertainty.
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Professional Investors
Revisiting the top 10 investment themes for 2026
Revisiting the top 10 investment themes for 2026
How has each theme evolved and where are the most compelling opportunities for investors in the second...
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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
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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Professional Investors
European asset managers: Growth opportunities exist amid pressures
European asset managers: Growth opportunities exist amid pressures
Morningstar's latest analysis of European asset managers suggests fee compression, passive investing...
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Professional Investors
Has gold outlived its usefulness as a hedge?
Has gold outlived its usefulness as a hedge?
Evelyn Partners' take: Gold is an imperfect hedge, but the long-term case for owning remains intact....
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Professional Investors
Middle East conflict may dampen real estate's capital value recovery
Middle East conflict may dampen real estate's capital value recovery
UBS’s latest Global Real Estate Outlook highlights signs of stabilisation but will it continue?
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