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Professional Investors
Four key conclusions from the US midterm elections
Political Shifts & Market Realities: Four Key Takeaways from the US Midterms
Inside Eastspring Investments' analysis on policy divergence, fiscal pressures, and portfolio impact
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Professional Investors
US midterms - a decisive win for the Democrats. What now?
US midterms - a decisive win for the Democrats. What now?
A Democrat-controlled Congress presents new challenges for Trump’s policy agenda and raises questions...
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Institutional Investors
U.S. midterms: what they mean for investors
US midterms: What a divided Congress could mean for equities and bonds
BlackRock examines the investment implications of political gridlock, persistent deficits and higher...
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Professional Investors
Will the Bank of England Raise Interest Rates to 4%?
Rate Hike Imminent: Bank of England Expected to Move Base Rate to 4% Today
Could we see the first increase in rates in more than three years?
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Institutional Investors
Seizing the new economy: A premium on board judgement and courage
Governing the new economy: A premium on board judgement and courage
Navigating technological disruption, climate transition and geopolitical uncertainty demands greater boardroom courage
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Professional Investors
US midterm elections – snapshot reaction
US midterm elections – snapshot reaction
The US midterm election result is unlikely to see a material change to the US fiscal outlook, while the presidential veto will likely prevent major policy reversals by the Trump administration, says Michael Grady.
Professional Investors
Pictet's November Barometer: Cutting back on equities as conditions tighten
Pictet's November Barometer: Cutting back on equities as conditions tighten
Equity markets face a tug of war between tighter liquidity and geopolitical uncertainty on one side,...
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Professional Investors
Quick Thoughts: Bluer Than Blue—Investment Implications
Bluer Than Blue — US Midterm Investment Implications
Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute, examines the investment...
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Institutional Investors
Five charts to consider if worried about rising rates
Rising interest rates: Five charts that challenge the outlook for bonds
Capital Group examines why today's bond market may be better positioned to withstand further rate rises....
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Institutional Investors
LGPS and place-based impact investing: From policy to portfolio.
LGPS and place-based impact investing: from policy to portfolio.
Opportunities, challenges and practical considerations
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Institutional Investors
Macro signposts? Is AI Crowding Out the Rest of the Economy?
Is the AI investment boom coming at a cost to the wider economy?
PIMCO examines how surging AI spending is reshaping US growth, interest rates and credit markets.
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Professional Investors
Market perspectives on the 2026 UK Budget
Market perspectives on the 2026 UK Budget
Columbia Threadneedle’s senior economist Alex Willis discusses the market implications of the 2026 UK...
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