Exclusives
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Why Japan’s economy no longer fits an old output gap story
Economic measures are rarely a major source of controversy. When disagreements over economic measures do arise, however, it is worth deconstructing the…
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How Britain’s shifting confidence opens new opportunities for dealmakers in 2026
UK confidence may be softer, but deal flow is shifting rather than stopping: 2026 will reward buyers and advisers who move early,…
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What Indiaโs trade reset means for growth, productivity, and stability
The past few months will be remembered as a turning point in Indiaโs economic trajectory. The country has secured trade agreements with…
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Natixis on navigating Gulf tensions, inflation risks and Central Bank dilemmas
As geopolitical tensions in the Gulf threaten to disrupt critical energy trade routes, global markets are once again confronting the ripple effects…
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Legal expert analysis | Is the FCA pushing confiscation too far in insider trading cases?
As confiscation orders in insider dealing cases expand beyond illicit profit to encompass invested capital, a critical legal question emerges. Rachel Cook,…
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Victory Capital vs Trian: Charles Russell Speechlys on what the latest in the Janus Henderson bidding war means for asset managers
Victory Capital has just turned up the heat in the takeover battle for rival Janus Henderson. Its fresh $8.6 billion bid escalates…
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Trium Capital: The real hedge fund alpha is talent and independence
In the last decade, the market regime has been defined by rising beta tides and cross-asset currents. Now as the next great…
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Aberdeen: How hidden gems can counter resource nationalism
As governments tighten control over natural resources, direct commodity investing is becoming more complex. Gabriel Sacks, Lead Manager of Aberdeen Asia Focus…
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Schroders: The value of not over-reacting to geopolitical turmoil
Duncan Lamont, Head of Strategic Research, Schroders, examines how moving out of stocks in response to market disruption can be an expensive…
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Insight | Supertankers in new waters: BlackRock & Blackstone and the liquidity-gating fracture
By JB Beckett (author of New Fund Order), for financial advisers, asset allocators and wealth managers. Scale in asset management is often…

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