Investments & Markets
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Corporate Hybrid bonds: An enhanced yield opportunity for client portfolios
The current economic environment, characterised by higher interest rates and increased market fluctuations, has made credit a potentially attractive asset class for…
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Allspring Sustainability Outlook: What’s on our radar for 2026
Henrietta Pacquement, Fixed Income Chief Operating Officer and Head of Sustainability, comments on data centres and AI infrastructure, natural gas and the…
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Three reasons why investors are returning to Japan
For 2026, we see a strong domestic story shielding Japanese equities from the unpredictable impact of US policy. When Japan’s Prime Minister Sanae…
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Aviva Investors: Early-year bond surge may moderate, but supply to stay elevated
Following the recent surge in US bond market issuance, the exceptionally busy start to the year reflects improved rate visibility, strong demand…
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Analysts remain bullish on UK stocks for 2026
“As we enter 2026, 61% of all analysts’ recommendations are buys and just 8% are sells for constituents of the FTSE 100,…
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Where is the MPS market heading in 2026?
As the new year begins, where do the opportunities and challenges lie for MPS in 2026 and beyond? Whether you’re an IFA,…
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Aberdeen Investments shares 2026 outlook on short dated credit
Mark Munro, Investment Director – Fixed Income at Aberdeen Investments and manager of Aberdeen’s Short Dated Enhanced Income Fund, has shared his…
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TEMIT’s Sehgal – outlook for Emerging Markets remains ‘constructive’
Chetan Sehgal, Lead Portfolio Manager of Templeton Emerging Markets Investment Trust (TEMIT) shares his outlook on the Emerging Markets (EM) landscape for…
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Aberdeen comments on US Fed subpoenas and market reaction
On Friday US Federal Reserve Chair Jerome Powell said that the US Department of Justice had served subpoenas to the Central Bank, indicating the possibility…
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Dan Kemp’s Portfolio Thinking to bring institutional-grade investment capability to advice firms
Portfolio Thinking today announced its launch as an independent investment consultancy and research platform designed to help financial professionals deliver institutional-grade investment outcomes…
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