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Investment Management
What ‘K-shaped’ trends mean for fixed income in 2026
PIMCO’s Tiffany Wilding and Andrew Balls say resilient, AI-fuelled growth is masking “K-shaped” divergence – strengthening the case for high-quality fixed income in 2026.
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Investment Management
AI optimism clashes with bubble concerns
AI enthusiasm is powering markets to new highs, but bubble fears are forcing investors to rethink risk.
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Investment Management
Rethinking safe havens in fixed income
Artemis’s Liam O'Donnell says that while long-duration bonds have “rediscovered some of their poise”, he finds it difficult to look beyond the real yields being generated at the short end.
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Investment Management
Active ETFs enter new phase as assets triple in Europe
What’s next for this market segment?
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Investment Management
Europe finds its footing as the US fixates on AI
Are European small caps poised to benefit most from the region’s improving backdrop?
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Investment Management
Calculating the active advantage in fixed income
Re-evaluating passive bond allocations – which have historically underperformed active strategies – may open the door to improved investment outcomes.
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Investment Management
Inside the imperfect value rally
Value’s comeback is chaotic – but it’s happening.
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Investment Management
Understanding the four waves of AI investment growth
AI is creating new opportunities across markets, but the real story is the multi-year investment cycle now unfolding.
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Investment Management
Three big questions facing bond investors in 2026
Where are the opportunities for fixed income investors?
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Investment Management
Small‑cap signals suggest opportunity
Is the market overlooking the value in small caps?
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Investment Management
Charging Ahead: The future of battery energy storage
Why is BESS demand set to surge?
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Investment Management
Humans still matter in an AI‑driven financial world
The real risk isn’t AI making mistakes – it’s removing humans from the process.
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