We found resources matching your search…

Sort by
Professional Investors
Sustainability can drive European competitiveness
What role can sustainability play in Europe's competitiveness?
Federated Hermes' Howard Risby examines the argument that Europe’s sustainability ambitions have impacted...
Download arrow right black
Professional Investors
Fed - Markets are learning to play the ball and not the referee
Why markets are looking beyond the Fed
The Fed left rates unchanged at 3.50–3.75% in line with the market consensus and going against the roughly...
Visit arrow right black
Professional Investors
Emerging Markets: looking beyond the headline index
The hidden concentration in emerging markets
Recent semiconductor volatility exposed how strongly traditional emerging market benchmarks can be driven...
Visit arrow right black
Professional Investors
How Do Geopolitical Alliances Affect Economic Growth?
What do geopolitical alliances mean for growth?
Alliances and alignment between geopolitical powers can boost global economic growth, according to Goldman...
Visit arrow right black
Professional Investors
Macro brief: AI in Europe – implications for productivity
AI and Europe's productivity puzzle
Why successful AI adoption - not just AI development - could shape Europe's economic future.
Download arrow right black
Institutional Investors
TPT DB Trustee Pulse 2026 Insight Report 1: The Capacity Challenge
Capacity, complexity and the endgame
How operational pressures are reshaping trustee priorities.
Visit arrow right black
Institutional Investors
Global Investment Views - August 2026
Amundi's August 2026 global investment views: Rotations, rates and resilience
The monthly outlook from Amundi's global CIOs covers duration positioning, single-stock volatility and...
Visit arrow right black
Institutional Investors
Investing in a misread world
Why the macro signals shaping portfolios may be structurally misleading
A panel including Massimiliano Castelli and Niall Ferguson sets out five misreadings affecting asset...
Visit arrow right black
Institutional Investors
When bonds stop hedging equities: rethinking portfolio diversification
The 60/40 portfolio has quietly stopped working
A new Allianz study finds that the equity-bond relationship has broken down in ways that go well beyond...
Visit arrow right black
Institutional Investors
Data centre debt: Navigating shifts in sentiment
The AI infrastructure sell-off is a warning: data centre bonds are not all created equal
High yield issuance for AI infrastructure is accelerating fast, but a sharp sell-off has exposed the...
Visit arrow right black
Institutional Investors
The Fed Holds Steady, But Questions Linger
As the Fed leaves rates unchanged, questions remain
PIMCO assesses the Federal Reserve's latest decision and what it means for inflation, growth and markets....
Visit arrow right black
Institutional Investors
Credit Chronicle: Q2 2026
Making sense of credit market dispersion
Ninety One's credit experts review how credit markets fared in the second quarter of the year and share...
Download arrow right black
Not a member yet?
Get access to all of the Investment IQ curated content completely free today
IQ logo