PROFESSIONAL INVESTORS
What should investors consider before allocating to defence ETFs?
The surge in defence investing demands more scrutiny.
Revisiting the top 10 investment themes for 2026
How has each theme evolved and where are the most compelling opportunities...
Emerging market short duration bonds – an attractive diversifier?
Emerging market debt has shown resilience despite repeat geopolitical shocks...
Is the recent performance of local emerging markets cyclical or structural?
This quarterly deep dive from the Franklin Templeton Fixed Income team...
Can defence exposure exclude cyber security?
Latest content from Investing in a world of rising geopolitics hub in association...
Will Trump's Memorandum of Understanding live up to expectation?
With a framework deal likely to be signed on Friday, UBS asks if the details...
Can the Eurozone tolerate higher rates for long?
The market is pricing in higher euro rates through 2031. But can the region’s...
AI is transforming fund research — but not investment decisions
Morningstar finds generative AI is delivering firms with productivity...
The AI cycle is evolving. How can investors capture productivity gains?
Fidelity's Equities Monthly explores global equity market gains and the...
India’s valuation reset improves opportunity - but patience remains warranted
India’s valuation reset is real, but the catalyst for renewed relative...
Opportunities in the lifecycle of healthcare innovation
Why uncertainty may create meaningful opportunities in healthcare innovation....
Equities outlook: Balancing AI’s promise and near-term macro risk
Janus Henderson's Lucas Klein and Marc Pinto explore how AI uncertainty...
