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Professional Investors
Global Asset Allocation: The View From UK
The broadening begins: A new spark for global equities
Strong earnings, AI investment and resilient growth are supporting a more constructive outlook for equities....
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Professional Investors
Catastrophe Bond Funds: Understanding the Risks Behind the Returns
Cat bonds: High returns, higher risks?
Morningstar assesses the opportunities and trade-offs facing investors in the evolving catastrophe bond...
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Professional Investors
A value investor's postcard from Japan
A value investor's postcard from Japan
While the pool of deeply undervalued companies in Japan has narrowed, the market still offers a diverse...
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Professional Investors
Time and predictability: the role of defined return investments in long-term investing
What role can defined return investments play in the long-term?
Defined return investments offer long-term investors a structured way to access the equity risk premium...
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Professional Investors
Emerging-Market Equities Offer More Than Chips and Memory
Don't mistake the AI rally for the whole EM story
The opportunity set across emerging markets is much wider than the AI-driven rally suggests.
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Professional Investors
Riding the next wave of US earnings growth
Beyond the mega-caps: Where US earnings growth hides next
Stephen DuFour, portfolio manager of the FF2 - Focused Stock Fund, reviews the shifting dynamics in the...
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Professional Investors
Assessing a Less Transparent Fed
The Fed's new communication style is reshaping how bond markets price risk
Goldman Sachs assesses whether a quieter central bank helps or hinders investors.
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Professional Investors
Landfill methane: cutting emissions, capturing value
How landfill methane is turning from a hidden liability into a measurable investment opportunity
Why waste operators' handling of emissions is becoming a test of management quality.
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Institutional Investors
Impact of Pension Scheme Run-on on Sponsor Share Prices
Impact of pension scheme run-on on sponsor share prices
In this podcast, Aon’s Louise Dale is joined by Aon partner John Harvey and Abid Hussain, Managing Director...
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Institutional Investors
Understanding fraud threats facing pension schemes
Understanding fraud threats facing pension schemes
From account takeovers and synthetic identities, to first-party fraud and AI-powered impersonation -...
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Institutional Investors
Investment opportunities: Infrastructure
Investment opportunities in infrastructure
Built different? Finding the right infrastructure asset for portfolios.
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Institutional Investors
Natural capital comes of age: From environmental value to investment opportunity
Natural capital comes of age: From environmental value to investment opportunity
In the first of four insights, Aviva Investors explains why natural capital is a foundational input into...
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