Opinion

PGIM Investments' Matt Shafer: Private markets rise resembles the ascension of EMs

Alternatives

PGIM Investments' Matt Shafer: Private markets rise resembles the ascension of EMs

Evolution over the next decade

23 May 2024 • 4 min read

CCLA's James Corah: Unravelling the ESG identity crisis to put sustainable investing back on track

ESG

CCLA's James Corah: Unravelling the ESG identity crisis to put sustainable investing back on track

'Eventually people will discover the truth'

22 May 2024 • 4 min read

EFG AM's Joaquin Thul: UK economic outlook in a changing policy environment

UK

EFG AM's Joaquin Thul: UK economic outlook in a changing policy environment

Outcome of general election is significant

21 May 2024 • 4 min read

Friday Briefing: The battle to avoid relegation

UK

Friday Briefing: The battle to avoid relegation

Friday Briefing

20 May 2024 • 3 min read

Square Mile's CIO Mark Harries: Are we in an AI-generated bubble?

Markets

Square Mile's CIO Mark Harries: Are we in an AI-generated bubble?

'Only time will tell how the AI revolution reshapes the market'

17 May 2024 • 4 min read

William Blair's Todd McClone: Divergent paths between China and India

Emerging markets

William Blair's Todd McClone: Divergent paths between China and India

Dominant emerging markets

16 May 2024 • 4 min read

FundCalibre Elite Radar: JPM Climate Change Solutions

ESG

FundCalibre Elite Radar: JPM Climate Change Solutions

Deep dive into Elite Radar fund

15 May 2024 • 5 min read

Charles Stanley's Paris Jordan: Managers could be left behind by SDR

ESG

Charles Stanley's Paris Jordan: Managers could be left behind by SDR

Several challenges to overcome

14 May 2024 • 4 min read

Friday Briefing: Does China carry an unfair geopolitical risk premium versus the US?

Economics

Friday Briefing: Does China carry an unfair geopolitical risk premium versus the US?

Friday Briefing

13 May 2024 • 5 min read

Ninety One's Nicholas Jaquier: A letter from Argentina

Emerging markets

Ninety One's Nicholas Jaquier: A letter from Argentina

The reforming frontier-market economy

10 May 2024 • 4 min read

Most read

01

UK gilt yields creep up to 2008 levels as Reeves heads to China

10 January 2025 • 2 min read

02

BoE's Sarah Breeden: Monetary policy restrictions expected to be removed 'gradually over time'

10 January 2025 • 3 min read

03

Stories of the Week: Surging gilt yields puts pressure on government's debt management

10 January 2025 • 1 min read

04

Fundsmith Equity fund sells long-term holdings in Diageo and Apple in 2024

10 January 2025 • 4 min read

05

Chrysalis' discount halves as it eyes greater capital return to shareholders

10 January 2025 • 2 min read