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Investment Management
Funding flows: Which industries and regions did investors focus on in 2025?
The global investment landscape is showing signs of recovery, but investors remain selective.
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Investment Management
The investment benefits from the AI revolution
Which firms and industries are best positioned to benefit from AI-driven change?
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Investment Management
ELTIFs: Regulations, liquidity, and returns
ELTIF 2.0 reforms have removed roadblocks to adoption, but access issues remain.
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Investment Management
Japan’s growth progress hidden behind geopolitical headlines
Are investors overlooking the country’s reforms?
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Investment Management
AI arms race threatens mega-cap tech dominance
The dream conditions for the outperformance of large technology stocks no longer exist.
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Investment Management
Iran War: How much strain can the UK economy take?
Will the country fall into a recession?
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Investment Management
Middle East conflict tests emerging market debt
How are investors differentiating between emerging market credits?
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Investment Management
Fighting deepfakes with AI
The rise of AI‑driven fraud demands an AI‑driven defence.
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Investment Management
Stagflation fears are rising – what could it mean for equities?
The Iran energy shock has increased stagflation concerns, but equities may not behave the way investors expect.
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Investment Management
Divergent climate policies to drive a chaotic transition
Different EU and US policy paths point to a bumpier transition.
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Investment Management
Middle East conflict: A manageable shock for the UK economy?
Are rate cuts still on the table this year?
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Investment Management
Where should investors look amid the Iran War?
What could drive the next phase of returns?
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