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Professional Investors
Is today's AI infrastructure spending sustainable?
Is today's AI infrastructure spending sustainable?
The scale of spending required to compete in AI is rising rapidly – and concerning investors.
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Institutional Investors
Isio's 2026 Professional Independent Trustee Survey
Isio's 2026 Professional Independent Trustee Survey
Isio's 2026 Professional Independent Trustee Survey reveals a market in confident growth, and what it...
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Professional Investors
Navigating transition risks in an uncertain world
Navigating transition risks in an uncertain world
Are markets too focused on outcomes?
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Institutional Investors
HSBC Asset Management's June Outlook: Why economists and markets are describing 'different worlds'
HSBC Asset Management's June Outlook: Why economists and markets are describing 'different worlds'
Three distinct scenarios facing investors as markets navigate a complex web of supply shocks, AI-driven...
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Professional Investors
Markets are underestimating the persistence of inflation
Markets are underestimating the persistence of inflation
The US-Iran conflict has abruptly moved stagflation from a tail risk to a live risk that could undermine the growth momentum observed at the start of the year.
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Professional Investors
A wider pitch: Lessons from the largest football World Cup in history
A wider pitch: Lessons from the largest football World Cup in history
Global capital markets have followed a similar path to the World Cup.
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Institutional Investors
Leveraged finance asset allocation insights: Navigating the AI credit divide
Leveraged finance asset allocation insights: Navigating the AI credit divide
The leveraged finance market is confronting an “AI faultline” whereby the early promise of operational efficiency is giving way to clear fractures in legacy business profiles in certain issuer segments.
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Professional Investors
Emerging markets in focus: The opportunity ahead
Emerging markets in focus: The opportunity ahead
Emerging market (EM) equities currently trade near their widest discount to developed markets in 20 years—paired with faster expected earnings growth and exposure to companies powering the global AI value chain.
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Professional Investors
What's Hot: What falling oil inventories could mean for energy markets
What's Hot: What falling oil inventories could mean for energy markets
Global oil inventories are falling at a record pace as the Strait of Hormuz disruption removes around 13 million barrels per day of supply.
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Institutional Investors
European private credit: Still an all-weather asset class?
European private credit: Still an all-weather asset class?
Recent commentary has questioned whether private credit can still be considered an “all-weather” asset class.
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Professional Investors
Allocating beyond the US: Why diversification looks more compelling now
Allocating beyond the US: Why diversification looks more compelling now
For much of the past 15 years, global investing felt deceptively simple: stay overweight US equities, especially large-cap growth stocks, and you’ll be rewarded handsomely with above historical average returns.
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Institutional Investors
Regulation: The impact of a more prescriptive regime
Regulation: The impact of a more prescriptive regime
How has the introduction of the DB Funding code affected the amount of investment-related work for your scheme?
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