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Professional Investors
Why turnover can be a potent source of alpha
Is turnover undervalued as a source of alpha?
Artemis explains why earnings revisions, changing fundamentals and relative valuations can make portfolio...
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Professional Investors
Beyond Wires: How Investors Can Turn the Great Grid Upgrade into the Next Multi-Decade Investment Opportunity
What does the "Great Grid Upgrade" mean for investors?
What will drive it?
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Professional Investors
Tech, AI and the credit conundrum
The AI credit conundrum
AI and technology-related bond issuance has become increasingly difficult for credit investors to ignore,...
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Professional Investors
The structural opportunity behind a volatile year for rare earths
The opportunity behind rare earths' volatile year
Strategic metals and rare earths sit at the crossroads of the energy transition, defence and advanced...
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Professional Investors
Emerging Market Debt Indicator - July 2026
What July revealed about EM debt
Ninety One's EM Debt team shares its latest outlook and positioning across the investment universe.
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Professional Investors
Stock clearance sale
Why are international buyers snapping up UK-listed companies?
Premier Miton explores global buyers' growing interest in UK-listed companies.
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Professional Investors
European Value Stocks Outperform Growth Stocks in July
European value stocks shine in July
Which European countries, sectors and investment styles performed best last month?
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Professional Investors
The Second Space Age: How Markets, Technology, and Power Are Reshaping the Final Frontier
What does the second space age mean for investors?
Space is becoming a new pillar of the industrial economy, and one that is increasingly important to life...
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Professional Investors
The Case for European Equities
Where do the strongest opportunities in European equities lie?
European equities have delivered strong returns, but the next phase is likely to be driven less by rising...
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Professional Investors
The Return of Real Assets
Are real assets entering a new era?
The move towards supply-chain resilience could create new opportunities across physical assets.
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Professional Investors
A prolonged El Niño could complicate the path back to lower inflation
Why a prolonged El Niño could become an emerging markets story
A lengthy El Niño won't hit every economy the same way.
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Professional Investors
Emerging Markets Discovery Equity Fund Q2 2026 Quarterly Highlights
Finding forgotten stocks in EMs
Robert Secker, Portfolio Specialist at T. Rowe Price shares three key takeaways from the second quarter...
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