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Professional Investors
Five questions, five answers
Five years of Federated Hermes Sustainable Global Equity: What the track record shows
The strategy's three-pillar structure, avoidance of third-party ESG ratings and near-50% social theme...
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Professional Investors
US markets try to defy the Solow Paradox
FTSE 100 and S&P 500 earnings: What the latest forecasts mean for client portfolios
AJ Bell's Russ Mould sets out why earnings upgrades are continuing on both sides of the Atlantic, and...
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Professional Investors
Investment Outlook: Q3 2026
M&G's Life Investment Office sets out its Q3 2026 market outlook across geopolitics, private markets and the active-passive debate
The 80-strong team managing £159 billion, including the £70 billion PruFund range, addresses the investment...
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Professional Investors
Building Bankable, Resilient Data Centres: From Site to Operation
Why conventional insurance is struggling to keep pace with AI-driven data centre growth
Aon's Brian Hearst sets out how fragmented coverage across construction and operational phases can trigger...
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Professional Investors
UK savers feel the strain of economic uncertainty
UK savers feel the strain of economic uncertainty
Inflation remains the biggest financial concern for UK retirement savers, with 42% saying they are very...
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Institutional Investors
US at 250 – Why has the US been so successful and can it continue?
US at 250: What 250 years of American dominance means for pension scheme investment strategy
Deutsche Bank Research Institute examines whether US outperformance can survive China's rise, mounting...
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Institutional Investors
Equitorial: What does risk look like today?
What does risk look like for global equity portfolios right now?
Federated Hermes' Global Equities team stress-tests its proprietary MultiFRAME model against current...
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Institutional Investors
Does AI raise or lower neutral rates?
Does AI raise or lower neutral rates?
Macro Signposts highlights takeaways from the data analysis conducted by Pimco's team of economists and...
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Professional Investors
Just Can't Get Enough: Why the AI Boom Still Has Room to Run
Investment Outlook: Investors and firms just can’t get enough of AI
Evelyn Partners' monthly round-up of global markets and trends
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Professional Investors
Global Asset Allocation Insights - July 2026
Global Asset Allocation Insights - July 2026
Markets look past the Iran conflict as growth resilience returns to focus, with Fidelity's Multi Asset...
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Institutional Investors
June 2026 ETF Flows
European ETF investors piled into the US in Q2, and pulled money out of Europe
Amundi's latest flows report shows record demand for UCITS ETFs in the second quarter, with a sharp rotation...
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Professional Investors
America at 250 in six charts
What 250 years of US history tells us about investing today
As the US marks 250 years of independence, Capital Group's economists and portfolio managers examine...
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