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Institutional Investors
DB pensions: What should be top of PM Burnham's pensions agenda?
What should be top of PM Burnham's pensions agenda?
Trustees have surplus reform, superfunds and endgame choice all in motion, and ministers now need to...
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Institutional Investors
Burnham vs. bonds: Gilt risks are skewed to the downside
Burnham vs. bonds: Gilt risks are skewed to the downside
TwentyFour Asset Management on why the incoming PM's toughest opposition may not sit in Westminster
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Institutional Investors
Andy Burnham, Can You Hear Me?
Why are gilts so unloved, and what does it mean for schemes?
Man Group looks at what is really driving UK bond yields, and what an incoming PM can and can't do about...
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Institutional Investors
Finding value without reaching for yield
The "safe" yield some are chasing might not be as safe as it looks
Muzinich on finding value in credit markets without reaching for yield
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Institutional Investors
Capital in transition
Resilience now demands a broader approach to diversification
UBS Asset Management sets out how sovereign wealth fund allocators are approaching EM hard currency debt,...
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Institutional Investors
Real Estate: From Repricing to Relevance
Real estate: From repricing to relevance
Commercial real estate is entering a new phase. Artificial intelligence and geopolitical volatility are...
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Institutional Investors
ETF implementation opportunities in 2026
Six themes that could shape financial markets and offer a framework for ETF investment
Amundi ETF's 2026 outlook sets out how trustees might translate macro views into portfolio positioning....
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Institutional Investors
Emerging market debt: resilience in a fragmenting world
Why has emerging market debt held up during the Iran conflict?
Recent market behaviour suggests emerging market debt (EMD) has entered a new phase – one defined not...
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Professional Investors
What's Hot: Why the July Iran flare-up reinforces the strategic case for commodities
Iran flare-up reinforces the strategic case for commodities
The latest escalation in the Iran war highlights how quickly market expectations can shift.
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Professional Investors
The tax and spending choices facing Andy Burnham
IFS: Burnham's tax options are running out
The new prime minister's fiscal choices will shape client conversations for months to come
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Professional Investors
MPS July Update
How did Quilter Cheviot's MPS strategies perform in a volatile Q2?
A review of Q2's defining themes, strategy performance and the latest portfolio positioning from the...
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Professional Investors
Emerging Markets in Focus: The Opportunity Ahead
Dodge & Cox: EM stocks trade at a 20-year discount
Faster earnings growth and AI exposure make the case for a fresh look at emerging markets.
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