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Institutional Investors
Are we losing the AGM, and does it matter?
Are we losing the AGM, and does it matter?
As more companies move to virtual-only annual meetings, questions are being raised about what may be...
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Institutional Investors
The Credit Market Lens: Sharpe Is Back in Emerging Markets
Sharpe is back in emerging markets
Why emerging market bonds are delivering the best risk-adjusted returns in fixed income, and what it...
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Institutional Investors
Regulation: The impact of a more prescriptive regime
Regulation: The impact of a more prescriptive regime
How has the introduction of the DB Funding code affected the amount of investment-related work for your...
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Institutional Investors
Q" 2026 PRIVATE EQUITY LENS
Private equity in Q2 2026: Deal and exit values improve, but recovery remains concentrated
Schroders' latest Private Equity Lens finds fundraising still subdued even as deal activity rebounds...
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Institutional Investors
Mega-IPOs and rising equity supply
Mega-IPOs: Rising aggregate supply and euphoria - a risk in markets?
Fisher Investments Europe warns that a wave of mega-IPOs is about to flood equity markets with supply,...
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Professional Investors
UK savers want more support as retirement saving pressures grow
UK savers want more support as retirement saving pressures grow
While automatic enrolment has helped millions of UK workers start saving for retirement, many still feel...
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Professional Investors
First‑order fears, second‑order thinking: Why we own Compass Group
Compass Group: When controversy creates value
By focusing on cash flows, end-market exposures and valuation, Redwheel's Global Equity Income team seeks...
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Professional Investors
Multi-year outlook: Rupture and resilience
Multi-year outlook: Rupture and resilience
A global economic environment defined by fractured alliances, fiscal strain, and massive-scale AI investment...
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Professional Investors
Value stocks: The cash-flow case for a continuing comeback
Value stocks: The cash-flow case for a continuing comeback
Are value stocks finally turning the corner? Recent trends are encouraging.
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Professional Investors
Terms of Trade: The Quiet Tailwind Behind Emerging Market's Comeback
Terms of trade: The quiet tailwind behind emerging market’s comeback
Improvement in emerging markets' terms of trade is helping to strengthen external balances, support currencies...
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Professional Investors
The world's biggest market is hiding in plain sight
The world's biggest market is hiding in plain sight
With US $9.6 trillion traded every day, the foreign exchange market sits at the heart of global trade...
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Professional Investors
June Fed Meeting: Policy Signals from the New Chairman
What did we learn from June's Fed meeting?
Explore the latest FOMC policy decision, economic backdrop, leadership transition, and what it may mean...
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