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Professional Investors
Diversification and discipline: Building a strong credit strategy with impact
Building a strong credit strategy with impact
Applying an impact lens relies on the same core disciplines as any actively managed credit portfolio....
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Professional Investors
The greenium myth: do investors give up returns?
Can investors have sustainability and returns?
Has the "greenium" become a myth?
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Professional Investors
When Income Meets ESG
Income investing in the ESG era
As ESG considerations move from optional to essential, investors are asking whether sustainable strategies...
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Professional Investors
ETF momentum continued with strong inflows for June
Active ETFs capture record inflows as European flows hit H1 high
How have investors allocated across different asset classes, themes and regions?
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Professional Investors
The AI effect: why active management matters more, not less
Why AI creates a stronger case for active stock selection, not a weaker one
L&G's Active Equities team sets out how AI-driven dispersion within sectors challenges the assumption...
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Professional Investors
Beyond state ownership: capturing emerging markets' structural transformation
Why the SOE discount in emerging markets is structural, not cyclical
WisdomTree's Aneeka Gupta and Brian Manby set out the data behind a 17-percentage-point performance gap...
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Professional Investors
From asset-light to AI-heavy: infrastructure shift
From asset-light to AI-heavy: Why big tech's $700bn capex shift matters for infrastructure allocations
UBS Asset Management sets out the case for a broad capital expenditure super-cycle spanning data centres,...
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Professional Investors
Can Germany Engineer Faster Growth at Last?
Why Germany's latest reform push probably won't fix its growth problem
Berlin's new economic package has some sensible ideas, but the big issues remain untouched.
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Professional Investors
The 4-Life framework: Building blocks for creating a personalised retirement plan
A simple framework for building truly personalised retirement plans
As pension responsibility shifts to individuals, one model breaks retirement into four manageable parts....
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Professional Investors
Healthcare Investing: Finding Growth Beyond Pharmaceuticals
Why healthcare investors shouldn't bet the house on Big Pharma
The sector's biggest opportunities often lie well outside the drug giants dominating the index.
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Institutional Investors
Structured equity:  A tool to generate and protect surplus in run-on solutions
Structured equity: A tool to generate and protect surplus in run-on solutions
As more DB pension schemes reassess their endgame options, structured equity can help harness equity...
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Institutional Investors
DB endgames: state of the nation
Why are DB schemes rethinking their endgame strategies?
Since the Mansion House speech in 2023, the conversation around defined benefit (DB) surpluses has evolved...
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