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Professional Investors
European Value Stocks Outperform Growth Stocks in July
European value stocks shine in July
Which European countries, sectors and investment styles performed best last month?
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Professional Investors
The Second Space Age: How Markets, Technology, and Power Are Reshaping the Final Frontier
What does the second space age mean for investors?
Space is becoming a new pillar of the industrial economy, and one that is increasingly important to life...
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Professional Investors
The Case for European Equities
Where do the strongest opportunities in European equities lie?
European equities have delivered strong returns, but the next phase is likely to be driven less by rising...
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Professional Investors
The Return of Real Assets
Are real assets entering a new era?
The move towards supply-chain resilience could create new opportunities across physical assets.
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Professional Investors
A prolonged El Niño could complicate the path back to lower inflation
Why a prolonged El Niño could become an emerging markets story
A lengthy El Niño won't hit every economy the same way.
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Professional Investors
Emerging Markets Discovery Equity Fund Q2 2026 Quarterly Highlights
Finding forgotten stocks in EMs
Robert Secker, Portfolio Specialist at T. Rowe Price shares three key takeaways from the second quarter...
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Professional Investors
Investment opportunities: Frontier market equity
Do frontier markets deserve a closer look?
L&G examines the potential benefits of investing beyond mainstream markets and some of the implementation...
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Professional Investors
A Higher Nominal Growth World Brings on Higher Volatility
Higher growth, higher volatility
Examining the investment implications of a higher nominal growth environment.
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Professional Investors
The role of technology and AI in retirement decision making
The role of technology and AI in retirement decision making
Pension tracing tools, open finance, gamified learning and Targeted Support have the potential to connect...
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Professional Investors
So, Why Don't You Own It?
Why underweights matter more in today's concentrated equity markets
AllianceBernstein sets out how AI infrastructure spending and mega-cap dominance are reshaping active...
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Professional Investors
Concentration is today's real risk, not AI in itself
Why concentration risk, not AI itself, may be the bigger portfolio risk
Fidelity's Chris Forgan and Caroline Shaw set out how they are repositioning multi-asset portfolios to...
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Institutional Investors
OpenDB - August 2026
What could the latest surplus reforms mean for open DB schemes?
Hymans Robertson examines how open DB schemes can share surplus safely and sustainably.
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