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Professional Investors
European Active ETF Trends—Q2 2026 review
Why is active ETF adoption in Europe accelerating?
Morningstar’s Europe Active ETF Trends provides in-depth analysis of this fast-maturing market.
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Professional Investors
The $5 Trillion Bet
Is the AI infrastructure bet worth taking?
Hyperscaler capital expenditure is forecast to reach approximately $5tn cumulatively over the next five...
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Professional Investors
What the Capex Boom Means for Stock Investors
Why capex-heavy stocks could be the market's new winners
Goldman Sachs Research says a decades-old investment regime is reversing, and stock pickers need to take...
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Professional Investors
The growing case for European equities
The growing case for European equities
European equities are in the early stages of a genuine earnings acceleration after three years of stagnation....
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Professional Investors
Geopolitics, AI and electrification: three forces driving clean energy growth
What is driving clean energy growth?
Renewables should be set to benefit from a range of tailwinds, from today’s focus on energy sovereignty...
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Professional Investors
ETFs: The flows don't lie
From warehouse receipts to $21 trillion: What 25 years of ETF growth means for your practice
UBS Asset Management looks into the past, the present and the future of ETFs.
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Professional Investors
Public and Private Credit: Convergence Creates Opportunity
Public or private credit? Why the line is blurring fast
Lord Abbett discusses how borrowers now move between markets, and what that means for portfolio construction....
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Professional Investors
Power Demand and the Investment Implications Across the AI Value Chain
The grid is the new chip
AI's need for power is turning electricity infrastructure into one of the decade's most compelling investment...
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Professional Investors
European Asset Management Industry: Q3 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
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
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
Reasons to revisit UK equities
Years of negative sentiment have depressed valuations despite resilient fundamentals, strong corporate...
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