EQUITIES
From asset-light to AI-heavy: Why big tech's $700bn capex shift matters for infrastructure allocations
UBS Asset Management sets out the case for a broad capital expenditure...
Why healthcare investors shouldn't bet the house on Big Pharma
The sector's biggest opportunities often lie well outside the drug giants...
Why the global power transition still offers equity opportunities
AllianceBernstein sets out the case for selectivity across renewables,...
Do quality stocks still matter in today’s market?
After several years of lagging market leadership, quality-oriented equities...
From spring slump to summer surge
The US market struck fresh highs near the year’s midway point, rallying...
What’s hiding beneath US equities' headline returns?
Investors who look below the surface may discover opportunities beyond...
What do the World Cup and investing have in common?
JM Finn Investment Director Andrew Mann uses the World Cup as a framework...
Why Goldman Sachs AM sees the next AI winners emerging in small caps
Portfolio managers Greg Tuorto and Jessica Katz set out four sectors where...
Five years of Federated Hermes Sustainable Global Equity: What the track record shows
The strategy's three-pillar structure, avoidance of third-party ESG ratings...
Global Asset Allocation Insights - July 2026
Markets look past the Iran conflict as growth resilience returns to focus,...
What 250 years of US history tells us about investing today
As the US marks 250 years of independence, Capital Group's economists and...
Why patient markets, not quick ones, tend to find the outliers
Baillie Gifford's Jonny Greenhill on why short-term markets struggle to...
