In Focus
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Sovereign investors find priorities amid heightened uncertainty
Sovereign investors managing approximately US$29 trillion are undertaking a broad reassessment of portfolio construction, according to the 14th annual Invesco Global Sovereign Asset…
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Rejection of Prologis approach reflects a fundamental valuation gap
Following Prologis’ approach for SEGRO, Gravis’s Matthew Norris, Head of Real Estate Securities, has shared his insights. The rejection of Prologis’ initial…
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Hallucinating on a bad beta trip?
Beta is rising across cautious portfolios and not all “diversification” will reduce risk when the next big correction comes. Setting out his…
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Finance remains graduates’ top career choice as salary and security take priority
Finance remains the leading career choice for university students and recent graduates in the UK, according to the 2026 Graduate Outlook Survey…
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What El Niño could mean for sugar credits
Potentially major disruption to global sugar cane production does not appear to be fully reflected in bond prices. Mariam Bangura, Credit Analyst…
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Emerging markets: the case for unglamorous businesses in glamorous markets
Mark Hammonds, Portfolio Manager of the Guinness Emerging Markets Equity Income Fund, shares his insights on emerging markets. When investors consider compelling…
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Global Smaller Companies Trust announces full year results
The Global Smaller Companies Trust PLC (“the Company”) today announces its full-year results for the year ended 30 April 2026, reporting a…
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Some relief in sight for Gilts
Alex Rohner, fixed income strategist at J. Safra Sarasin Sustainable Asset Management, shares his insights on Gilt yields. A combination of elevated…
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Finscape on UK on-platform fund flows for May 2026
Finscape, FE fundinfo’s distribution intelligence tool, has shared data on UK on-platform fund flows for May 2026, as active outsells passive with…
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FCA consults on targeted changes to listing rules for closed-ended investment funds
Today, the FCA has published a consultation paper on proposed changes to its UK Listing Rules for closed‑ended investment funds, focused on the management…
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Aviva Investors expands Fixed Income range
Aviva Investors, the global asset management business of Aviva plc, has announced the launch of three new Fixed Income strategies, designed to…
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Five stocks that could benefit from a warming world
As record-breaking temperatures become more common around the world, investors are increasingly looking at the companies positioned to benefit from a hotter…
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Tech bounces, oil declines but Europe deals with fresh energy shock
Susannah Streeter, Chief Investment Strategist at Wealth Club, shares a market report, with one energy shock replacing another for Europe as extreme…
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How AI, GLP-1s and de-globalisation are reshaping growth, value and quality
AI, GLP-1s and de-globalisation are reshaping sector dynamics and challenging traditional growth, value and quality classifications. Christopher Lees, Senior Fund Manager of…
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Aegon: The UK IPO market on Brexit anniversary
On the anniversary of Brexit this week, Neil Goddin, Head of Equities at Aegon Asset Management, shares his insights on the state…
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The quiet revolution that has made emerging markets an AI play
From commodities to compute, Robert James, portfolio manager, TT International’s emerging markets equity strategies, shares his insights on emerging markets. There is…
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HSBC Asset Management 2026 mid-year outlook
As we look forward to the second half of 2026, a growing disconnect has emerged between a challenging global economic environment and…
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Investors who backed Spain over England would now be £10k better off
After England failed to find the net against Ghana, fans may be wondering whether the Three Lions can go all the way…
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Are you paying hedge fund prices for equity beta in disguise?
Kevin Gray, Chief Investment Officer at Fortem Capital, shares his insights on how many discretionary equity long/short funds deliver returns driven largely…
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Friction threatens to derail private market democratisation
In this exclusive article, Chloe Mercer, co-founder and COO of Private Markets Alpha, shares her expert insights on friction risks in private…
