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Professional Investors
European Asset Management Industry: Q3 2026
  • 22 July 2026
Have private market firms lost their premium?
Which European asset management firms stand out in today’s environment?
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Professional Investors
Emerging markets are in pole position in the resources race
  • 22 July 2026
Why emerging markets stand to benefit from the race for critical resources
With many of the key inputs for AI infrastructure and renewable energy located in emerging economies...
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Professional Investors
Valuation discipline in the age of AI
  • 22 July 2026
Finding value in UK equities as AI reshapes the market
Alex Wright explores how AI is reshaping industries and discusses opportunities in UK equities.
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Professional Investors
The UK Equity Market is underpriced, underowned, underestimated
  • 22 July 2026
Reasons to revisit UK equities
Years of negative sentiment have depressed valuations despite resilient fundamentals, strong corporate...
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Professional Investors
The AI trade is back. And it's not Nvidia leading the charge
  • 22 July 2026
The AI trade is back. And it’s not Nvidia leading the charge
WisdomTree's Mobeen Tahir looks at SK Hynix, Micron and Intel, three companies whose share prices have...
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Professional Investors
Fixed Income Perspectives: Our latest bond markets insights to help shape portfolios.
  • 22 July 2026
Growth, yields and uncertainty
Capital Group's latest Fixed Income Perspectives outlines the current macro and market views from across...
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Professional Investors
Stand-out AI story of the year so far?
  • 22 July 2026
Some stocks have declined as investors assume AI disruption will drain their moat - but are they right?
Quilter Cheviot weighs the case for and against companies like RELX, LSEG and S&P Global, and asks whether...
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Professional Investors
Burnham is Prime Minister, Healey Chancellor. What does this mean for investors?
  • 21 July 2026
What does a Burnham government with Healey as Chancellor mean for investors?
Rathbones looks at what the two new most powerful men in Britain might do for the economy and public...
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Professional Investors
Position for growth with emerging markets equities
  • 21 July 2026
Why active investors are turning back to emerging markets
Emerging markets equities are offering a rare mix of attractive valuations, stronger growth and improving...
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Professional Investors
Revisiting tech bubble fears 2.0
  • 21 July 2026
Tech bubble fears keep resurfacing, but Quilter Cheviot says the story has moved on
Global Head of Technology Research Ben Barringer revisits the AI trade nine months on, weighing hyperscaler...
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Professional Investors
The AI trade: Adoption is accelerating
  • 21 July 2026
Fidelity's Silicon Valley trip: Every AI company thinks it's going to be a winner
Our investment teams met 21 companies over four days, surveyed nearly 100 analysts, and paired it with...
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Professional Investors
SpaceX: why US Growth invested at the IPO
  • 21 July 2026
Why did Baillie Gifford's US Growth team back SpaceX at IPO?
The case for owning SpaceX before its bigger markets become fully visible.
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