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Professional Investors
You should probably cheer up – unless you want to outperform
Do investors need to look beyond optimism bias?
Artemis examines whether rising profit expectations are clouding investors’ judgement.
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Professional Investors
Future Quality Insights: what comes after the AI boom? Repositioning for long-term quality
Looking beyond AI’s biggest winners
Are investors taking a risk by assuming AI investment and earnings will continue to grow at a rapid pace?...
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Professional Investors
Market Update and Strategy Performance october 2026
Markets defy the bad news
Quilter Cheviot examines resilient equity markets, rising bond yields and opportunities emerging in the...
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Professional Investors
Investment Insights Q4 2026: What's shaping markets as we move through the final quarter of the year?
What’s driving markets into the final quarter?
Rathbones takes a closer look at the economic, political and technological forces influencing markets....
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Professional Investors
Scorching summer could heat up the energy transition
Turning up the heat on the energy transition
As climate pressures and rising power demand reshape energy systems, Ninety One examines the investment...
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Institutional Investors
Emerging Markets, Reframed
Emerging markets: Redefining their role
The defining characteristics of emerging markets are changing.
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Institutional Investors
Quarterly Pensions Watch: New Prime Minister turns his attention to pensions
Pensions in focus as the Autumn Budget approaches
The pensions landscape continues to evolve, with a new Prime Minister, an upcoming Autumn Budget and...
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Institutional Investors
Credit Chronicle: Q3 2026
The credit market divide
Ninety One's experts review how credit markets fared in the third quarter of the year and share the latest...
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Institutional Investors
Systematic Field Notes Q3 2026
Equity concentration eases: What comes next?
Impax Asset Management highlights how market concentration eased in Q3, especially outside of the US....
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Professional Investors
Global Investment Strategy Committee Outlook Q4 2026
When strong earnings meet rising yields
Amova’s Q4 outlook examines why apparently contradictory market signals can coexist, and what could cause...
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Professional Investors
El Niño returns
El Niño: Food, fuel and fiscal fallout
The prospect of a very strong El Nino is raising two key questions for investors: where will the effects...
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Professional Investors
U.S. midterm scenarios and investment implications
What could the US midterms mean for investors?
Russell Investments assesses the likely policy shifts, market reactions and AI infrastructure risks surrounding...
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