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Professional Investors
BOJ, Fed: hawkish undertones as inflation pressures broaden
What do hawkish BOJ and Fed signals mean for markets?
Both central banks raised rates by 25bps as inflation pressures continue to shape the policy outlook....
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Professional Investors
Hidden AI: Investing in the companies solving the challenges AI development creates
Beyond the Magnificent Seven: The Next Phase of AI Investing
Why the future of technology portfolios lies in supporting infrastructure, hardware bottlenecks, and diversified ecosystems.
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Professional Investors
Inflation risk: the quiet test of retirement income
Inflation risk: the quiet test of retirement income
Baillie Gifford explores how investors can balance short-term cash needs with the need to preserve purchasing power over the longer term
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Professional Investors
Autumn Budget 2026: Could Inheritance Tax Be Scrapped?
Could the Chancellor scrap inheritance tax?
With the Autumn Budget approaching, Morningstar explores what could happen to inheritance tax.
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Professional Investors
Navigating Japan Equities: looking beyond AI and the rise of TOPIX
Is Japan’s equity rally broadening?
Amova examines how Japan’s domestic recovery could support sectors beyond AI-related themes.
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Professional Investors
Contrarian opportunities across the UK market
Could contrarian investing unlock UK opportunities?
UK equities have delivered strong returns and recently reached new highs, but compelling contrarian opportunities...
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Professional Investors
The yield rise goes global
Global yields gain ground
As bond yields rise across major markets, investors are facing a global repricing driven by shifting...
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Professional Investors
Unpack climate change, switch the narrative
Is it time to rethink climate change?
Investors need to sidestep the politicisation of climate change and focus their analysis and language...
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Professional Investors
Warsh delivers a boost to Fed's credibility
Warsh boosts Fed's credibility
Chair Warsh's clear hawkish message that inflation has been too high for too long helped restore confidence...
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Professional Investors
Beyond Buffers: Can You Have Your Cake and Eat It Too?
Can investors have downside protection without capping upside?
What if downside risk mitigation didn't have to come at the cost of long-term growth?
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Professional Investors
Final frontier: Six reasons to explore the space economy
The space economy takes off
Capital Group explores six potential opportunities emerging as lower launch costs reshape the space economy....
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Professional Investors
China revisited
Is China’s economic momentum returning?
Explores China’s renewed momentum, from resilient exports and domestic demand to innovation and energy...
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