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Institutional Investors
Is AI Inflationary or Deflationary?
Is AI inflationary or deflationary? Northern Trust says it's both, just not at the same time
Peter Wilke argues the AI build-out is straining supply today, even if the technology proves disinflationary...
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Institutional Investors
The bull case for emerging markets just got stronger
Emerging markets enter a new era of strength
Fundamentals, not just optimism, now drive the EM investment case.
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Institutional Investors
Rethinking global credit: Creating a new edge in a fragmented world
Why trustees should rethink how their global credit mandates are built
L&G's Ian Hutchinson argues alpha in credit no longer comes from simply holding spread, but from integrating...
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Institutional Investors
Building resilient long-term equity portfolios
Building resilient long-term equity portfolios
L&G provide evidence that portfolios constructed to diversify across underlying return drivers have historically...
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Institutional Investors
HALO Stocks in Emerging Markets Could Extend Rally as Heavy Industries Surge
Why capital-intensive emerging market stocks are attracting fresh attention
Could "HALO" stocks supercharge your emerging market allocation?
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Institutional Investors
As war exposed global dependencies, self-reliance could come at a cost
As war exposed global dependencies, self-reliance could come at a cost
As nations prioritise energy, defence and supply‑chain security, the move toward self‑reliance may reshape...
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Institutional Investors
Emerging market private credit – what, why and how to invest
Why emerging market private credit deserves a closer look
Rising risks are increasingly evident in developed private credit markets. However, the dynamics look...
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Institutional Investors
Europe's utilities will spend trillions in capex, introducing a new credit risk regime
Europe’s utilities will spend trillions in capex, introducing a new credit risk regime
Europe’s utilities sector is on the brink of a generational shift.
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Institutional Investors
Are we losing the AGM, and does it matter?
Are we losing the AGM, and does it matter?
As more companies move to virtual-only annual meetings, questions are being raised about what may be...
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Institutional Investors
Emerging markets are not what they used to be, neither should their allocation
How AI is reshaping the case for emerging markets in pension portfolios
J O Hambro argues the asset class has fundamentally changed — and trustees' allocations should reflect...
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Institutional Investors
Understanding the use and impact of AI in retirement decision making
Understanding the use and impact of AI in retirement decision making
Does AI have the potential to make pension information more accessible?
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Institutional Investors
Rethinking asset management in a changing world order
Rethinking asset management in a changing world order
The playbook of the early 2000s likely does not apply fully now as inflation and political risks are...
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