Investments & Markets
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Chinese New Year: Policy risk, global tensions and hidden growth
With today being Chinese New Year, Tom Kynge, Portfolio Manager, multi-asset at Sarasin & Partners, examines the current state of Chinese equities.…
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Marlborough’s Humphreys brings an element of calm to the AI frenzy
In this analysis from Tim Humphreys, co-manager of the IFSL Marlborough Global Essential Infrastructure Fund, he highlights opportunities for diversification as well…
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Opinion | Portfolio Manager El-Araby on trimming exposure to precious metals
With recent strength in the prices of gold, silver and other precious metals, Adnan El-Araby, co-portfolio manager of Barings Emerging EMEA Opportunities…
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Carne: Fund management confidence returns but concerns on valuations and systemic risks rise
New research from Carne Group (Carne), Europe’s largest independent third-party management company (ManCo), reveals that fund managers are entering 2026 with renewed…
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Neuberger on risk assets: navigating the crosscurrents
Under a resilient macro surface, risk markets are being shaped by powerful crosscurrents, driving rapid rotation across factors, sectors and regions. While…
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8AM Global launches UK’s first capital-protected model portfolio for advisers
MPS specialist 8AM Global, in partnership with structured product specialist IDAD, has launched AQ Protected (AQP), a capital-protected investment solution combining the growth…
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Columbia Threadneedle: What’s going on with US equities?
In this week’s macroeconomic review from Anthony Willis, Senior Economist at Columbia Threadneedle Investments, he unpacks US equities and a rotation in the market. The S&P…
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Ninety One: Investing in a changed China in the Year of the Horse
Wenchang Ma, China Equity Portfolio Manager, and Alan Siow, Co-Head of EM Corporate Debt at Ninety One, outline why a more institutional,…
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PIMCO’s Dan Ivascyn shares Income Strategy Update in Q&A
Fixed income investments had a strong year in 2025, and the backdrop heading into 2026 continues to look very constructive. Attractive starting…
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Vanguard Global Payout Pulse: Another record year
Global dividend payouts rose by 5.3% in 2025 compared to 2024, according to Vanguard research, hitting new records. Despite a sobering third…
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