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Professional Investors
UK's scaleup crisis: What this says about UK Plc
UK’s scaleup crisis: What does it mean for investors?
The number of UK scaleups has fallen for three consecutive years, raising questions about the pipeline...
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Professional Investors
Finding yield without reaching for risk
Finding yield without reaching for risk
Why investors are stepping out of cash and targeting short-duration yields in a new macro regime
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Professional Investors
3 ways advisers can turn financial comparison into better client conversations
How can advisers turn comparison into insight?
Aegon explores how advisers can turn clients’ comparisons into deeper conversations about their goals,...
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Professional Investors
Flash Fixed Income: Why markets may be wrong on rate hikes
Could markets be wrong on rate hikes?
With two-year UST yields at around 4.7%, TwentyFour thinks that short end yields are offering an attractive...
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Professional Investors
Winter is coming: Risks and opportunities in natural gas
Winter risk, natural gas opportunity
As the heating season approaches, natural-gas markets face distinct risks and opportunities on both sides...
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Professional Investors
The UK scaleup drought: a stark warning for growth capital
Could the UK’s scaleup pipeline run dry?
Fewer companies are reaching scaleup territory, potentially reducing the pool of businesses capable of...
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Professional Investors
Global smaller companies: A different kind of diversification
Global smaller companies: A different kind of diversification
Artemis examines how diversification strategies can evolve as attention shifts to smaller global companies....
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Professional Investors
Extreme heat and the semiconductor supply chain: unpriced risks
Extreme heat puts semiconductor supply chains at risk
Analysis highlights how extreme heat presents rising risks for many chipmakers that are hard to model,...
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Professional Investors
Strat Chat: Rising energy prices put rate hikes back in focus
Higher energy prices, higher rates
Rising energy prices and renewed inflation risks have prompted markets to price in further rate hikes...
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Professional Investors
Fed rate hike: Three views on what's next
How will markets respond to higher rates?
Capital Group’s investment professionals assess what higher rates could mean for the US economy, equities...
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Institutional Investors
Getting member communications right on the journey to buy-out
Navigating the buy-out communications tightrope
A guide for trustees on timing, messaging, and member engagement during the journey from buy-in to buy-out.
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Institutional Investors
How the AI supercycle is reshaping global interest rates
The transatlantic AI divergence: Why US and European bond yields converge
Exploring how different fiscal starting points and AI transmission channels will drive long-term yields down by 50 basis points on both sides of the Atlantic.
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