We found resources matching your search…

Sort by
Professional Investors
2026 Midyear Market Outlook
Five shifts reshaping markets
The old investment order is giving way to one that is more fragmented, physical, and selective.
Visit arrow right black
Professional Investors
The IPO wave reshaping the European defence sector
The IPO wave reshaping the European defence sector
Why does 2026 mark a watershed year for European defence equity?
Visit arrow right black
Professional Investors
Rethinking income in changing markets
Five common misconceptions about income
Against a volatile market backdrop, income can offer a valuable source of total return while providing...
Visit arrow right black
Professional Investors
Multi-Asset Midyear Outlook: Fortitude Amid Disruption
Why the second half of 2026 could be bumpier than markets expect
Resilient portfolios needed in multi-asset as growth, inflation and policy risks remain underestimated...
Visit arrow right black
Professional Investors
Close Look - Does the AI rally still have room to run?
Does the AI rally still have room to run?
AI earnings strong, but selective approach urged as valuations stretch
Visit arrow right black
Professional Investors
A modern approach to smoothed investing
A modern approach to smoothed investing
For many clients, particularly those approaching or in retirement, the investment journey matters just...
Visit arrow right black
Professional Investors
European construction: Green shoots of growth?
Building blocks: What's next for cement and steel?
Prospects for European cement and steel industries are mostly brighter on expectations of higher infrastructure-,...
Visit arrow right black
Institutional Investors
Is AI Inflationary or Deflationary?
Is AI inflationary or deflationary? Northern Trust says it's both, just not at the same time
Peter Wilke argues the AI build-out is straining supply today, even if the technology proves disinflationary...
Visit arrow right black
Institutional Investors
The bull case for emerging markets just got stronger
Emerging markets enter a new era of strength
Fundamentals, not just optimism, now drive the EM investment case.
Visit arrow right black
Institutional Investors
Rethinking global credit: Creating a new edge in a fragmented world
Why trustees should rethink how their global credit mandates are built
L&G's Ian Hutchinson argues alpha in credit no longer comes from simply holding spread, but from integrating...
Visit arrow right black
Institutional Investors
Connected Covenant: adding an extra layer of protection
Connected Covenant: Adding an extra layer of protection
As schemes explore different endgame options, solutions that combine capital support with employer covenant...
Visit arrow right black
Institutional Investors
Governance inertia: Why schemes resist change
Governance inertia: Why schemes resist change
While the case for governance change may be strengthening, most pension schemes remain reluctant to make...
Visit arrow right black
Not a member yet?
Get access to all of the Investment IQ curated content completely free today
IQ logo