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Investment Management
Europe finds its footing as the US fixates on AI
Are European small caps poised to benefit most from the region’s improving backdrop?
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Investment Management
Inside the imperfect value rally
Value’s comeback is chaotic – but it’s happening.
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Investment Management
Inside the minds of UK retirement savers
What opportunities are there in the UK retirement market?
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Investment Management
Japan’s JGB jolt
Japan’s snap‑election decision has sent JGBs surging and put the global yen carry trade on alert.
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Investment Management
The futility of forecasting
How does value investing swerve forecasting’s flaws?
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Investment Management
The real risks behind concentrated portfolios
Morningstar’s new Concentration Score uncovers risks that traditional metrics overlook.
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Investment Management
Broadening beyond the US giants
Will equity markets sustainably broaden beyond US large‑cap growth stocks?
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Investment Management
Global equities in 2026: AI boom, quality growth & what’s next
Global equity markets are navigating a landscape shaped by a range of factors.
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Investment Management
Will 2026 be China’s year?
Where are the opportunities in the world’s second-largest economy?
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Investment Management
Japan equity 2026: Reform, returns & value unlocking catalysts
Are Japanese equities on the brink of a major turning point?
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Investment Management
Is there still value in European stocks?
Which sectors are the most overvalued?
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Investment Management
Robust earnings and ongoing tech investment may continue to support global equities
Alex Tedder examines reasons for optimism, even amid elevated valuations.
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