Investments & Markets
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What hyperscaler bond supply is teaching investors about index risk
The scale of bond issuance from large technology companies and the infrastructure built to support them has become one of the more…
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The SpaceX effect: fuelling growth across the space industry
SpaceX’s IPO is more than a high-profile market event. It is a defining moment for investors in the space economy. Elvira Kuramshina,…
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Who would want to be a World Cup winner?
With many England fans possibly feeling a tad jaded after a late night viewing their victory against Mexico earlier today, it’s clear…
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Fidelity: Investors pause for breath after a busy first half
Jemma Slingo, Pensions and Investment Specialist at Fidelity International, shares a market report as markets enter H2 with near all-time highs, with…
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Race for No.10 weighs on investor sentiment as growth concerns mount
As the race for No.10 intensifies and Andy Burnham sets out his vision for the UK’s economic future, new polling from Rathbones…
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Investors must be more selective as AI shifts from spend to profit
AI investment case evolving from infrastructure spending to productivity and earnings growth as we enter H2, says John Wyn-Evans, Head of Market…
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Aberdeen Investments publishes Q3 2026 House View
Aberdeen, the specialist asset manager, has issued its latest quarterly ‘House View’ on the macro-economy and investment outlook. The outlook is for…
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Themes shaping sustainable investing over next five years
Electricity demand, grid investment and AI-related infrastructure are expected to be key themes over the next five years, according to Will McIntosh-Whyte, Fund…
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BlackRock reports strong first half under new AI-powered investment strategy
The BlackRock American Income Trust (BRAI, the UK’s first systematic investment trust) has published its half-year results, marking the first full reporting…
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Gold rally shows markets mispriced the Fed’s next move
Gold’s rally could signal that markets have fundamentally mispriced the Fed’s next move, predicts the CEO of one of the world’s largest…
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