We found 2156 resources matching your search…

Sort by
Financial Advice
Pension death benefits and IHT: How prepared are you for the 2027 changes?
A structural rewrite of inheritance tax rules will treat unused pensions funds and death benefits as taxable estate assets for the first time, introducing notional valuations, scheme‑level liabilities,...
Visit arrow right black
Investment Management
Beyond the large-caps: Identifying tomorrow’s leaders
Small and mid-cap equities remain one of the least efficiently priced areas of global equity markets.
Visit arrow right black
Investment Management
Asia: Finding durable opportunities through a consistent investment discipline
Against a backdrop of persistent geopolitical tensions, elevated energy prices and shifting market leadership, Asia continues to offer a rich opportunity set, supported by technology leadership, innovation...
Visit arrow right black
Investment Management
Differing signals in BDCs, and orderly defaults in high yield
How equity and credit investors are reassessing BDC valuations differently – and why high yield defaults continue to play out primarily through distressed exchanges.
Visit arrow right black
Investment Management
Competing forces – AI versus Iran
If at the start of hostilities between Iran and the US, someone predicted that two months later we would be in the biggest energy crisis for a generation and that major stock markets would be at all-time...
Visit arrow right black
Investment Management
House View Q2 2026
Discover the key themes expected to shape global markets in the coming months.
Visit arrow right black
Investment Management
The next phase for US equities: Broader, resilient, durable
An equity market shaped by risk, but not defined by it.
Download arrow right black
Investment Management
Finding winners in a tariffed world
Tariffs may disrupt markets, but they can also create valuation opportunities in sectors where expectations are low.
Visit arrow right black
Investment Management
From Fukushima to Hormuz: Energy systems at a turning point
Are fossil fuel shocks speeding up the shift to electricity?
Visit arrow right black
Investment Management
From dependency to resilience: Energy security and Europe’s green transition
Concerns over energy dependence are reshaping the continent's priorities.
Visit arrow right black
Investment Management
How does EU move to protect deposits impact bondholders?
Last week, European regulators took another step in their long journey towards a single European banking regime, otherwise known as “banking union”.
Visit arrow right black
Pensions
The Pensions Powerbrokers
This insightful report series examines where pension assets are held, and the crucial role trustees play in managing them.
Visit arrow right black
Not a member yet?
Get access to all of the Investment IQ curated content completely free today
IQ logo