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Professional Investors
The UK scaleup drought: a stark warning for growth capital
Could the UK’s scaleup pipeline run dry?
Fewer companies are reaching scaleup territory, potentially reducing the pool of businesses capable of...
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Professional Investors
Global smaller companies: A different kind of diversification
Global smaller companies: A different kind of diversification
Artemis examines how diversification strategies can evolve as attention shifts to smaller global companies....
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Professional Investors
Extreme heat and the semiconductor supply chain: unpriced risks
Extreme heat puts semiconductor supply chains at risk
Analysis highlights how extreme heat presents rising risks for many chipmakers that are hard to model,...
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Professional Investors
Strat Chat: Rising energy prices put rate hikes back in focus
Higher energy prices, higher rates
Rising energy prices and renewed inflation risks have prompted markets to price in further rate hikes...
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Professional Investors
Fed rate hike: Three views on what's next
How will markets respond to higher rates?
Capital Group’s investment professionals assess what higher rates could mean for the US economy, equities...
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Institutional Investors
Getting member communications right on the journey to buy-out
Navigating the buy-out communications tightrope
A guide for trustees on timing, messaging, and member engagement during the journey from buy-in to buy-out.
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Institutional Investors
How the AI supercycle is reshaping global interest rates
The transatlantic AI divergence: Why US and European bond yields converge
Exploring how different fiscal starting points and AI transmission channels will drive long-term yields down by 50 basis points on both sides of the Atlantic.
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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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