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Institutional Investors
Emerging Markets, Reframed
Emerging markets: Redefining their role
The defining characteristics of emerging markets are changing.
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Institutional Investors
Quarterly Pensions Watch: New Prime Minister turns his attention to pensions
Pensions in focus as the Autumn Budget approaches
The pensions landscape continues to evolve, with a new Prime Minister, an upcoming Autumn Budget and...
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Institutional Investors
Credit Chronicle: Q3 2026
The credit market divide
Ninety One's experts review how credit markets fared in the third quarter of the year and share the latest...
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Institutional Investors
Systematic Field Notes Q3 2026
Equity concentration eases: What comes next?
Impax Asset Management highlights how market concentration eased in Q3, especially outside of the US....
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Professional Investors
Global Investment Strategy Committee Outlook Q4 2026
When strong earnings meet rising yields
Amova’s Q4 outlook examines why apparently contradictory market signals can coexist, and what could cause...
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Professional Investors
El Niño returns
El Niño: Food, fuel and fiscal fallout
The prospect of a very strong El Nino is raising two key questions for investors: where will the effects...
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Professional Investors
U.S. midterm scenarios and investment implications
What could the US midterms mean for investors?
Russell Investments assesses the likely policy shifts, market reactions and AI infrastructure risks surrounding...
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Professional Investors
How bond markets are just doing their job
Are bond markets simply doing their job?
With government bond yields reaching multi-decade highs, Quilter Cheviot explores the drivers of the...
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Professional Investors
Equities Monthly October 2026
Will earnings strength broaden beyond AI leaders?
Fidelity International’s monthly equity outlook examines how AI investment, shifting market leadership...
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Professional Investors
Japan's defence sector reaches an inflection point
What’s driving Japan’s defence investment case?
WisdomTree explains why 2026 could mark an inflection point for Japanese defence equities.
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Professional Investors
Monthly Markety Commentary - October 2026
Can markets keep climbing despite the bad news?
The last three months have seen global stock markets edge higher against a largely negative news backdrop....
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Institutional Investors
What's behind the UK's rising yields?
What’s behind the UK’s rising yields?
30-year gilt yields reach 6%. Is there an action for DB schemes?
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