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Professional Investors
Geopolitical fragmentation raises risk premium
Fragmentation premium: Markets recalibrate for a divided world
As efficiency gives way to security, investors face a steeper cost for geopolitical risk
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Professional Investors
Artificial Intelligence: Ten Investment Truths
Ten truths defining the AI era
Morgan Stanley's latest Big Picture article covers ten investment truths about AI: from the extraordinary...
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Professional Investors
US Equities: What's Hiding Beneath the Market's Headline Returns?
What’s hiding beneath US equities' headline returns?
Investors who look below the surface may discover opportunities beyond the AI superpowers.
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Professional Investors
What do the World Cup and investing have in common?
What do the World Cup and investing have in common?
JM Finn Investment Director Andrew Mann uses the World Cup as a framework to assess where UK stocks stand...
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Professional Investors
How AI is Shaping the Small-Cap Space
Why Goldman Sachs AM sees the next AI winners emerging in small caps
Portfolio managers Greg Tuorto and Jessica Katz set out four sectors where AI exposure is building outside...
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Professional Investors
Europe's AI sovereignty needs an infrastructure backbone
Europe’s AI sovereignty needs an infrastructure backbone, says WisdomTree
AI sovereignty is turning into a physical build-out challenge for Europe.
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Professional Investors
The AI paradox: from carbon cost to climate dividend?
The AI paradox: From carbon cost to climate dividend?
AI is energy-intensive, but it could also, over time, lower emissions by making energy systems more efficient....
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Professional Investors
Five questions, five answers
Five years of Federated Hermes Sustainable Global Equity: What the track record shows
The strategy's three-pillar structure, avoidance of third-party ESG ratings and near-50% social theme...
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Professional Investors
US markets try to defy the Solow Paradox
FTSE 100 and S&P 500 earnings: What the latest forecasts mean for client portfolios
AJ Bell's Russ Mould sets out why earnings upgrades are continuing on both sides of the Atlantic, and...
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Professional Investors
Investment Outlook: Q3 2026
M&G's Life Investment Office sets out its Q3 2026 market outlook across geopolitics, private markets and the active-passive debate
The 80-strong team managing £159 billion, including the £70 billion PruFund range, addresses the investment...
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Professional Investors
Building Bankable, Resilient Data Centres: From Site to Operation
Why conventional insurance is struggling to keep pace with AI-driven data centre growth
Aon's Brian Hearst sets out how fragmented coverage across construction and operational phases can trigger...
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Professional Investors
UK savers feel the strain of economic uncertainty
UK savers feel the strain of economic uncertainty
Inflation remains the biggest financial concern for UK retirement savers, with 42% saying they are very...
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