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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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Professional Investors
Investment opportunities: Frontier market equity
Do frontier markets deserve a closer look?
L&G examines the potential benefits of investing beyond mainstream markets and some of the implementation...
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Professional Investors
A Higher Nominal Growth World Brings on Higher Volatility
Higher growth, higher volatility
Examining the investment implications of a higher nominal growth environment.
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Professional Investors
The role of technology and AI in retirement decision making
The role of technology and AI in retirement decision making
Pension tracing tools, open finance, gamified learning and Targeted Support have the potential to connect...
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Professional Investors
So, Why Don't You Own It?
Why underweights matter more in today's concentrated equity markets
AllianceBernstein sets out how AI infrastructure spending and mega-cap dominance are reshaping active...
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Professional Investors
Concentration is today's real risk, not AI in itself
Why concentration risk, not AI itself, may be the bigger portfolio risk
Fidelity's Chris Forgan and Caroline Shaw set out how they are repositioning multi-asset portfolios to...
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Institutional Investors
OpenDB - August 2026
What could the latest surplus reforms mean for open DB schemes?
Hymans Robertson examines how open DB schemes can share surplus safely and sustainably.
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Institutional Investors
Real Estate Midyear Outlook: Constructive Amid Fluid Backdrop
Real estate is looking cheap relative to almost every other asset class
Morgan Stanley Investment Management's midyear outlook on where the value lies.
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Institutional Investors
The Credit Market Lens: The AI Split Between U.S. Dollar and Euro Investment Grade
Mapping the AI debt wave
Massive AI spending is creating a USD supply overhang compared to European markets. Explore how hyperscaler...
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Institutional Investors
Avoiding the pitfalls between buy-in and buyout
Why buy-in is where the delivery challenge resets, not ends
XPS Group sets out how post-transaction sequencing, data gaps and member movements determine whether...
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Institutional Investors
Emerging market debt: A strategic opportunity for insurersEmerging market debt: A strategic opportunity for insurers
Emerging market debt is a bigger opportunity than most client portfolios reflect
Wellington Management on why insurers are rethinking their allocation.
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Professional Investors
How Odysseus could save investors from the market's excesses
How Odysseus could save investors from the market’s excesses
As Christopher Nolan’s telling of ‘The Odyssey’ grosses over $900m worldwide, what can the film teach...
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