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Professional Investors
Japan's Growth Strategy: a powerful tailwind for equities and active investing
Japan's Growth Strategy takes centre stage
The country’s new strategy targets AI, digital infrastructure and other strategic sectors, potentially...
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Professional Investors
Rethinking investment risk for 30-year retirements - and the role for multi-asset
Why de-risking too far in decumulation can damage client outcomes
Columbia Threadneedle's analysis of rolling 20-year returns back to the 1970s challenges the assumption...
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Professional Investors
Of Anchovies and Blueberries – why El Niño matters
Why isn't El Niño being discussed more?
Neither the mainstream media nor markets seem to be seriously discussing the risks and opportunities...
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Professional Investors
GEMs ESG Materiality, H1 2026
How are ESG factors shaping the data centre build-out?
In the latest issue of Global Emerging Markets ESG Materiality, Federated Hermes looks at how companies...
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Professional Investors
Beyond Iran: why investors remain optimistic
Investors find reasons for optimism
Deutsche Bank's Christian Nolting examines the forces supporting market sentiment despite ongoing geopolitical...
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Global Technology: Navigating volatility with a balanced approach
Navigating global tech turbulence
The technology sector has experienced heightened volatility recently. Hyun Ho Sohn, portfolio manager...
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Professional Investors
European financials remain resilient after strong Q2 earnings
European financials show their strength
As we approach the end of the reporting season for European financials, including banks and insurers,...
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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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