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Professional Investors
How datacentres are reshaping power systems – and what it means for investors
Powering the AI boom
Redwheel examines how AI-driven electricity demand could create opportunities for infrastructure investors....
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Professional Investors
Why advisers are taking a fresh look at International Bonds
Why does transparency matter for international bonds?
LCA examines how greater transparency around charges can help advisers build confidence with clients....
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Professional Investors
Europe ETF Monthly Flows Roundup August 2026
ETF flows in Europe set for record year
Morningstar reviews net flows of European ETFs and ETCs in August as the market strengthened with strong...
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Professional Investors
Will securitised credit continue to outperform as issuance and volatility increase?
Can securitised credit continue to outperform?
Floating-rate exposure, short duration and diversified underlying assets are enhancing the appeal of...
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Professional Investors
Europe: better momentum but structural hurdles remain
Can Europe overcome its structural hurdles?
Although global growth expectations fell after the Iran conflict started, US growth expectations have...
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Professional Investors
Emerging Markets Spotlight – September 2026
Emerging markets show their resilience
Rising bond yields have weighed on markets globally, but emerging markets have been more resilient than...
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Professional Investors
CIO Daily Update 14/9
Why UBS still likes stocks despite the noise
Hotter inflation and rate-hike odds haven't shaken the house view on equities.
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Institutional Investors
The Underpensioned: Updating the Gender Pension Gap
Why is the gender pension gap still so wide?
Women accrue private pension wealth equivalent to just over half of that of men’s at age 55-59.
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Institutional Investors
US midterms: Limited change now, greater policy risks ahead
US midterms: Limited change, greater risks ahead
State Street assesses the implications of the US midterms for policy, markets and investors.
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Professional Investors
Is the Bond Market Calling Washington's Bluff?
Is the bond market calling Washington’s bluff?
Sticky inflation and mounting debt are turning sovereign bonds into a source of portfolio risk.
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Institutional Investors
ECB in focus: why we're raising our interest rate forecast
ECB in focus: Why Allianz is raising its interest rate forecast
A fourth hike now looks likely, with the terminal rate pushed up to 3%.
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Institutional Investors
The Impact of AI on the U.S. Labor Market
Research: AI is already cutting some pay packets in the US
New research finds wage compression, not job losses, is the first measurable effect of AI adoption.
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