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Professional Investors
Renewable energy is catching a second wind
Renewable energy is catching a second wind
Renewable energy deployment is accelerating at a record pace as countries prioritise both decarbonisation...
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Professional Investors
What should investors consider before investing in defence ETFs?
What should investors consider before allocating to defence ETFs?
The surge in defence investing demands more scrutiny.
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Professional Investors
Revisiting the top 10 investment themes for 2026
Revisiting the top 10 investment themes for 2026
How has each theme evolved and where are the most compelling opportunities for investors in the second...
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Professional Investors
Emerging market short duration bonds – an attractive diversifier?
Emerging market short duration bonds – an attractive diversifier?
Emerging market debt has shown resilience despite repeat geopolitical shocks and a changing world order....
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Professional Investors
Assessing local market allocations in emerging markets
Is the recent performance of local emerging markets cyclical or structural?
This quarterly deep dive from the Franklin Templeton Fixed Income team analyses emerging market performance...
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Institutional Investors
How large is private credit's total addressable market, Really?
Podcast: Private credit's total addressable market - not as big as you might have heard?
Popular estimates often lump together every loan that could theoretically be refinanced privately.
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Professional Investors
Can defence exposure exclude cyber security?
Can defence exposure exclude cyber security?
Latest content from Investing in a world of rising geopolitics hub in association with HANetf
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Institutional Investors
Why Global Equity ACWI
Deep-dive: Examining the benefits of the MSCI All Country World index (ACWI)
Deep-dive: Examining the benefits of the MSCI All Country World index (ACWI).
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Professional Investors
UBS Weekly Global 15th June 2026
Will Trump's Memorandum of Understanding live up to expectation?
With a framework deal likely to be signed on Friday, UBS asks if the details of the deal will live up...
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Professional Investors
Can the Eurozone tolerate higher rates for long?
Can the Eurozone tolerate higher rates for long?
The market is pricing in higher euro rates through 2031. But can the region’s economy take them?
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Professional Investors
AI is transforming fund research — but not investment decisions
AI is transforming fund research — but not investment decisions
Morningstar finds generative AI is delivering firms with productivity gains but has not crossed the...
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Professional Investors
The AI cycle is evolving. How can investors capture productivity gains?
The AI cycle is evolving. How can investors capture productivity gains?
Fidelity's Equities Monthly explores global equity market gains and the widening opportunity set in tech....
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