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Professional Investors
September Tankan: broad recovery intact; shifting allocations in focus
Japan’s strength masks underlying divergence
The September Tankan indicates a need for gradual normalisation and displays resilient activity.
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Professional Investors
The discipline behind RBC BlueBay's securitised credit approach
The discipline behind RBC BlueBay's securitised credit approach
Explore how to find income beyond traditional bonds.
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Professional Investors
Chinese innovation: what we saw on the ground
China’s innovation revolution
Exploring the pace of change across AI, robotics and EVs.
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Professional Investors
The Case for Asian Equities
Are Asian equities underappreciated?
Morgan Stanley Investment Management examines why active investors may find opportunities in Asia that...
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Professional Investors
El Niño and Iran war reshape agricultural commodities
Conflict and climate change reshape agricultural commodities
Two global shocks to converge on the same production frame.
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Professional Investors
Rising yields won't break the economy or stocks
Higher yields, stronger growth
Why higher bond yields aren’t necessarily bad news for investors.
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Professional Investors
The return of the total return kings: There and back again
What has changed for UK equities?
Redwheel revisits its UK value thesis and the valuation gap with US equities.
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Professional Investors
Will securitised credit continue to outperform as issuance and volatility increase?
Will securitised credit continue to outperform as issuance and volatility increase?
Floating-rate exposure, short duration and diversified underlying assets are enhancing the appeal of securitised credit.
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Professional Investors
Investment Outlook October 2026
Resilient growth, rising rates
Evelyn Partners explores how resilient growth and AI investment are supporting markets as inflation and...
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Professional Investors
Systematic active ETFs: Redefining core equity exposure
The rise of systematic active ETFs
Invesco examines how factor-based strategies combine proven alpha sources with disciplined risk control...
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Professional Investors
Is this the new (old) normal for government bond yields?
A new era for government bond yields?
The sell-off in government bonds shows no signs of abating, even if the impetus for the rise in yields...
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Professional Investors
Regime change: from roadmap to reality
Investment regime change: the forces reshaping global markets
Artemis explores a changing investment landscape.
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