PROFESSIONAL INVESTORS
Why markets are watching rising defence spending
Higher defense spending will be closely watched by markets for its impacts...
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...
European defence: Strong fundamentals behind a soft market
European defence equities have de-rated on sentiment, not fundamentals....
Emerging markets in a fragmented world: From geography to resilience - the 4Rs framework
The Iran war marked the first major oil shock that did not trigger a broad...
How experience beats instinct in volatile markets
Steven Hay explains how lessons from a 40-year-old investment strategy...
Emerging markets in focus: The opportunity ahead
Emerging market equities currently trade near their widest discount to...
Is today's AI infrastructure spending sustainable?
The scale of spending required to compete in AI is rising rapidly – and...
Navigating transition risks in an uncertain world
Are markets too focused on outcomes?
Markets are underestimating the persistence of inflation
The US-Iran conflict has abruptly moved stagflation from a tail risk to...
A wider pitch: Lessons from the largest football World Cup in history
Global capital markets have followed a similar path to the World Cup.
Allocating beyond the US: Why diversification looks more compelling now
For much of the past 15 years, global investing felt deceptively simple:...
Schroders 2026 UK Financial Adviser Pulse Survey
The Schroders Adviser Pulse Survey provides a valuable snapshot of priorities...
