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Professional Investors
UK Autumn Budget 2026: What Are Fixed Income Managers Expecting?
Will the Budget move the bond market?
Morningstar examines the fiscal challenges facing the Chancellor and what the Autumn Budget could mean...
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Professional Investors
Partner Insight: The Gilt Edge - Triple deadlock
The cost of the triple lock – and the politics of reform
PIMCO’s Rupert Harrison examines the fiscal and political challenges facing the government as it considers...
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Professional Investors
The balance of risks and opportunities for AI investors
The AI boom: Balancing risk and reward
Quilter Cheviot explores how investors can navigate AI’s long-term potential while remaining alert to...
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Professional Investors
Active ETFs: Unwrapping the wrapper
Active ETFs: What’s beneath the wrapper?
Fidelity explores how the ETF structure is creating new opportunities for active investment strategies....
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Professional Investors
What If Gold Had a Yield?
What if gold had a yield?
Man Group examines whether gold miners can offer exposure to gold prices alongside the potential for...
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Professional Investors
Rethinking emerging markets: the case for excluding state-owned enterprises
Emerging markets: Is state ownership holding investors back?
Emerging markets have delivered faster economic growth than the developed world, yet equity returns have...
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Professional Investors
Investor Journeys Around the World
Turning savers into investors: What needs to change?
Morningstar examines what the UK can learn from international approaches to retail investment.
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Professional Investors
Focus on liquidity in a higher for longer environment
Higher for longer: Keep liquidity in focus
As higher yields make cash increasingly attractive, portfolio manager Tim Foster highlights why changing...
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Professional Investors
Emerging Markets Spotlight – October 2026
China’s export engine: Still running strong
China’s property slowdown and weak consumer demand dominate the debate, but they tell only part of the...
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Professional Investors
The transformation of money market funds
Why do money market funds matter more than ever?
Aviva Investors explores how technological change is reshaping money market funds and their role in portfolio...
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Professional Investors
Why a sideways dollar isn't the end of the emerging markets story
Can emerging markets thrive without a weaker dollar?
Ninety One explores why emerging markets may continue to offer opportunities even if the US dollar moves...
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Institutional Investors
The Rewiring of Global Supply Chains
Emerging markets and the new supply chain order
Supply chain shifts are reshaping opportunities in emerging markets.
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