Critical intelligence on asset allocation and implementation across asset classes
The May 2025 survey results are from investment professionals across all asset classes, and we provide our predictions on inflation, recession, asset class performance and more.
Stuart Welch, Portfolio Manager at Alphinity, discusses the key themes from the August reporting season, including earnings downgrades, shifting market expectations and the contrasting fortunes of...
The new investment case for global power, security and affordability. The phrase “energy transition” has served as a useful political and cultural shorthand, but it has become a misleading framewor...
Explore why the Japanese yen and other Asian currencies could strengthen as inflation risks, policy shifts, and reduced carry trades weigh on the US dollar.
The global economy continues to demonstrate resilience despite a backdrop of heightened policy uncertainty, geopolitical tensions, and evolving central bank dynamics.
Explore portfolio decarbonisation trends, carbon metrics and climate risk insights to better track portfolio emissions and net zero progress.
AI may transform the economy, but, as the dot-com era showed, disciplined diversification matters more than predicting the individual winners.
Sticky inflation and high debt loads are turning sovereign paper into a source of portfolio risk.
Private market investing is growing fast. Discover how affluent investors, advisors and benchmarks are shaping the asset class.
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