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Professional Investors
Finding winners in a tariffed world
Finding winners in a tariffed world
Tariffs may disrupt markets, but they can also create valuation opportunities in sectors where expectations...
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Professional Investors
From Fukushima to Hormuz: Energy systems at a turning point
From Fukushima to Hormuz: Energy systems at a turning point
Are fossil fuel shocks speeding up the shift to electricity?
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Professional Investors
From dependency to resilience: Energy security and Europe's green transition
From dependency to resilience: Energy security and Europe's green transition
Concerns over energy dependence are reshaping the continent's priorities.
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Professional Investors
How does EU move to protect deposits impact bondholders?
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...
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Institutional Investors
The Pensions Powerbrokers
The Pensions Powerbrokers
This insightful report series examines where pension assets are held, and the crucial role trustees play...
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Institutional Investors
DB superfunds: From niche solution to £180bn market
DB superfunds: From niche solution to £180bn market
As more pension schemes enter their endgame, defined benefit superfunds are emerging as a compelling...
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Professional Investors
Why valuations, not forecasts, still matter most
Why valuations, not forecasts, still matter most
Richard Oldfield discusses the importance of valuation discipline during periods of volatility and uncertainty....
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Professional Investors
Resilience in the age of renewables: lessons from the Iberian blackout
What really caused the blackout?
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Professional Investors
AI chips or Hormuz ships?: Assessing Asia's winners and losers
AI chips or Hormuz ships?: Assessing Asia's winners and losers
Which markets face the greatest risks?
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Professional Investors
Choosing convertible bond flavours
Choosing convertible bond flavours
What are the key differences between the FTSE Global Vanilla and the FTSE Global Focus Convertible Indexes?...
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Institutional Investors
Default strategy differences shape DC retirement outcomes
Default strategy differences shape DC retirement outcomes
What looks similar at headline level is delivering different results.
Institutional Investors
Tackling today's multi-layered fraud threats
Tackling today's multi-layered fraud threats
Learn about the strategies that work in today’s complex fraud landscape.
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