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Professional Investors
Emerging markets are in pole position in the resources race
Emerging markets are in pole position in the resources race
With many of the key inputs for AI infrastructure and renewable energy located in emerging economies...
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Professional Investors
Growth at the speed of change
Financial advisers remain optimistic about growth prospects
Faced with a fragile macroeconomic environment, a global energy shock, geopolitical realignment, and...
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Professional Investors
AI runs on electricity. Fixed income finances it.
Green bonds could power the AI build-out
AI is driving a sharp rise in electricity demand, turning power infrastructure into one of the biggest...
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Professional Investors
The active advantage
What does active management really mean in an MPS?
Why transparency, flexibility and control are becoming more important in a Managed Portfolio Service....
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Professional Investors
 Defence 2.0: How drones and cyber are reshaping investments
Defence 2.0: How drones and cyber are reshaping investments
Cyber security is now part of the defence story, as modern militaries rely more heavily on connected...
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Institutional Investors
The cost of changing economics
The cost of changing economics
As schemes approach endgame, who's really paying the price of governance? The answer depends heavily...
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Institutional Investors
Pension Reform Survey 2026: Everyone knows reform is needed, few expect it to happen
Everyone knows that pension reform is needed, but few expect it to happen
Citizens recognize the need for social security reforms, but have far less confidence that reforms will...
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Institutional Investors
As war exposed global dependencies, self-reliance could come at a cost
As war exposed global dependencies, self-reliance could come at a cost
As nations prioritise energy, defence and supply‑chain security, the move toward self‑reliance may reshape...
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Institutional Investors
Emerging market private credit – what, why and how to invest
Why emerging market private credit deserves a closer look
Rising risks are increasingly evident in developed private credit markets. However, the dynamics look...
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Institutional Investors
Europe's utilities will spend trillions in capex, introducing a new credit risk regime
Europe’s utilities will spend trillions in capex, introducing a new credit risk regime
Europe’s utilities sector is on the brink of a generational shift.
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Institutional Investors
Are we losing the AGM, and does it matter?
Are we losing the AGM, and does it matter?
As more companies move to virtual-only annual meetings, questions are being raised about what may be...
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Institutional Investors
The Credit Market Lens: Sharpe Is Back in Emerging Markets
Sharpe is back in emerging markets
Why emerging market bonds are delivering the best risk-adjusted returns in fixed income, and what it...
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