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Professional Investors
Beyond AI: the growth engines transforming China
Beyond AI: The forces driving China’s growth
Growth momentum is building across the Chinese economy, not solely in technology-linked sectors.
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Professional Investors
AI boom highlights a flawed bond market
AI boom raises US market concentration concerns
Explore how the AI surge is increasing bond market risk as US technology giants utilise alternative methods...
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Professional Investors
The AI capex cycle: Is the music still playing?
The AI capex cycle: Is the music still playing?
How long can the AI technology boom continue as the costs and constraints of ever-increasing capital...
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Professional Investors
Emerging markets: broad participation, sharper stock selection
Understanding the appeal of emerging markets
Despite volatility, emerging markets are becoming an increasingly important part of a diversified global...
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Professional Investors
FOMO 3 – Taiwan Semiconductor, Samsung Electronics & SK Hynix
Beyond the FOMO 3: Where next for emerging markets?
As three technology companies dominate emerging market indices, looking beyond the heavyweights could...
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Professional Investors
European Active/Passive Barometer Report: Mid-Year 2026
Active management faces a tough equity test
Morningstar examines the latest success rates for active managers across European equity and fixed-income...
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Professional Investors
Why we have become more constructive on equities
Equities find support beyond AI
Explore the factors strengthening the case for equities.
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Professional Investors
Global Asset Allocation: The View From UK
The broadening begins: A new spark for global equities
Strong earnings, AI investment and resilient growth are supporting a more constructive outlook for equities....
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Professional Investors
Emerging-Market Equities Offer More Than Chips and Memory
Don't mistake the AI rally for the whole EM story
The opportunity set across emerging markets is much wider than the AI-driven rally suggests.
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Institutional Investors
Stopping synthetic identity and deepfake fraud
Stopping synthetic identity and deepfake fraud
Explore why point-in-time identity verification can miss manufactured identities and deepfake fraud,...
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Professional Investors
Investment diversification: Still the only free lunch?
Investment diversification: Still the only free lunch?
Diversification has always been at the heart of asset management, but recent turmoil, from higher inflation...
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Professional Investors
Small-Cap Stocks Step Out of Big Tech's Shadow
Small caps step into the spotlight
Beyond the AI battleground issues, the rebound in smaller stocks points to broader return potential....
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