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Investment Management
New horizons in private credit: Why infrastructure debt stands out today
Infrastructure debt offers a differentiated, diversifying source of yield – backed by essential assets, contracted cashflows and strong downside protection.
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Investment Management
Resilience and divergence: Emerging markets are forging ahead in a new era for investors
As war in the Middle East adds to a series of global supply shocks, emerging markets are showing growing resilience in an increasingly multipolar world.
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Investment Management
Payment on delivery
Execution is key to returns in European infrastructure.
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Investment Management
Hormuz, we have a problem. Do we?
Bond markets are pricing the war in Iran. Equity markets are not. That divergence has become a defining feature in the past month.
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Investment Management
The seven deadly sins of investing
Peter Smith delves into seven common behaviours that can be damaging for investment returns – and explains how to avoid them.
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Investment Management
Fed Chair change puts bond markets in focus
Will the Fed cut rates this year?
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Investment Management
China’s AI evolution enters a new era
What investment opportunities could emerge as the country embraces ‘Agentic AI’?
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Investment Management
Conflict keeps Europe cautious
Markets expected double-digit growth for Europe in 2026, but this has been impacted by the Middle East crisis.
Investment Management
European asset managers reassess outlook after Q2 reversal
How has geopolitical uncertainty impacted active strategies?
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Investment Management
Asia multi-asset in a fragmented world
Why Asia now: a more resilient opportunity set against heightened global volatility.
Investment Management
Emerging markets debt holds firm amid rising geopolitical tensions
Geopolitical tensions and higher oil prices increased dispersion across emerging markets debt, reinforcing the importance of selective, fundamentals-driven investing.
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Investment Management
Hormuz disruption: What it means for income investors
Wild swings in energy prices signal inflationary forces stretching into the longer-term. Investors seeking dependable, inflation-proofed income need a flexible approach across a global pool of assets....
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