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Institutional Investors
Automatic enrolment: trends in employer pension contributions and the impact of potential reforms
Boosting UK pension savings: What higher contribution rates mean for wages and workers
Jonathan Cribb, Heidi Karjalainen, and Laurence O'Brien analyse proposed reforms to UK workplace pensions,...
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Institutional Investors
Hedge Fund Outlook H2 2026: selective alpha, AI scrutiny and tactical relative trade opportunities
8 macro themes that will matter for hedge funds
H2 2026 should remain supportive for HF. But this is not a regime of abundant, easy beta.
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Institutional Investors
What investors should watch as private credit market matures
Navigating private credit’s era of maturity
Wellington's Emily Bannister and Sonali Wilson detail the market's transition from broad-based growth...
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Institutional Investors
When Monetary Policy Surprises Stop Translating
Why the bond market ignored one of the Fed's biggest hawkish surprises in years
PIMCO economist Tiffany Wilding examines the weakening link between near-term policy shocks and long-dated...
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Institutional Investors
EM monthly - Half Time (published July 23 2026)
At half time, emerging market credit is ahead on points
Muzinich's Warren Hyland takes stock of a first half shaped by the Iran conflict, political surprises...
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Institutional Investors
Quality Growth, ex-Growth?
Has the relationship between quality and growth changed?
Many traditional quality-growth companies have seen growth slow while retaining their core quality characteristics....
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Institutional Investors
Trade war 3.0: A new, lasting tariff wall
US tariffs are heading back up, and this time the architecture is built to last
Allianz Trade economists map the shift from temporary IEEPA tariffs to the more legally durable Section...
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Professional Investors
Faith-Based Investing: Global Landscape
How have faith-based funds fared over the years?
Despite growing interest, faith-based strategies still account for only a fraction of invested assets....
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Professional Investors
Taking the market's pulse
What is the CAPE telling investors?
Oldfield Partners explains why the cyclically adjusted price-to-earnings (CAPE) ratio remains a valuable...
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Professional Investors
Emerging market short duration bonds – an attractive diversifier?
A smarter way to access emerging market debt
Emerging market debt has shown resilience despite repeat geopolitical shocks and a changing world order....
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Professional Investors
Positioning portfolios for the next world order
How should investors prepare for the next world order?
Discover how investors can navigate a world defined by geopolitical uncertainty, structural shifts and...
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Professional Investors
From Apollo to SpaceX: How space became an investment theme
How did space become an investment opportunity?
WisdomTree explores how commercial innovation, geopolitics and technological advances have transformed...
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