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Investment Management
2026: A year for optimism – not complacency
Exciting opportunities exist, but global tensions and market risks remain…
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Investment Management
Robust earnings and ongoing tech investment may continue to support global equities
Alex Tedder examines reasons for optimism, even amid elevated valuations.
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Investment Management
Beyond 60/40: Finding diversification in 2026
AllianceBernstein's view of the macro investment environment suggests that asset owners may need to re-examine their strategic allocations.
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Investment Management
EM equities shine again
What’s fuelling interest in emerging markets?
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Investment Management
Europe’s markets regain their footing
The region’s macro picture is brightening, setting a steadier tone for the start of 2026.
Investment Management
What lies ahead for investors in 2026?
Following the turbulence and uncertainty of 2025, what do investors need to be aware of this year?
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Investment Management
Is AI’s bubble about to burst?
Artificial intelligence is reshaping markets, yet its rapid rise worries investors. Professional investors only.
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Investment Management
Has tech success made the S&P 500 too risky?
The index’s soaring valuations and tech concentration may leave investors more exposed than they think. Professional investors only.
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Investment Management
How can investors manage 'Mag 7' concentration risk?
What is the outlook for the Mag 7's dominance in 2026?
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Investment Management
Outlook 2026: AI drives growth but risks loom
Opportunities emerge in a volatile macro landscape. Professional investors only.
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Investment Management
The case for emerging market equities
What opportunities are there within these markets?
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Investment Management
A contrarian approach to UK Equity Income
Jeremy Smith, Portfolio Manager, CT UK Equity Income Fund, Columbia Threadneedle Investments, explains how his £5bn strategy targets undervalued UK companies going through transformational change.
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