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Professional Investors
The policy and productivity conundrum for the new Labour government
The policy and productivity conundrum for the new Labour government
The Labour Party’s election win means it can govern with considerable freedom and as the party's fiscal...
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Professional Investors
Opportunities in UK post-election
Opportunities in UK post-election
As widely expected, the Labour party won a convincing majority on 4 July elections and its leader Sir...
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Professional Investors
The sectors ripe for disruption under Labour government
The sectors ripe for disruption under Labour government
The Labour Party’s UK election victory could trigger major change for some areas with its new industrial...
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Institutional Investors
Searching for future quality stocks
Searching for future quality stocks
Active stock pickers are able to focus on companies more likely to experience positive surprises in revenue...
Professional Investors
Will BoE cut rates in August?
Will BoE cut rates in August?
Inflation is now at the 2% target, the first time since July 2021, and two monetary policy committee...
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Professional Investors
Will central banks 'engineer' a recession to return to 2%?
Returning to 2% inflation is not going to be easy. But what is not being openly discussed is that we...
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Professional Investors
The watershed moment for AI
The watershed moment for AI
The arrival of ChatGPT brought AI to the masses but in asset management, where information is key to...
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Professional Investors
Three Fed scenarios, same result
Three Fed scenarios, same result
Does it make sense to add duration to portfolios?
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Professional Investors
What investors need to know about concentration in ETFs
What investors need to know about concentration in ETFs
Half of the 20 largest ETFs in the world are classified as US equity products.
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Professional Investors
Biggest challenges for companies measuring climate risk
Biggest challenges for companies measuring climate risk
Climate risk has matured significantly, but there continue to be open questions about incorporating it...
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Professional Investors
Is AI the new electricity?
Is AI the new electricity?
Companies, primarily the tech mega-caps, are spending billions of dollars on artificial intelligence...
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Professional Investors
What are the risks in dividend strategies?
What are the risks in dividend strategies?
Dividend yield can be one of the main reason's to include a stock in a portfolio.
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