Professional investor

The AI alternative staring us all in the face

Avoiding the froth in global markets

Finding yield without chasing risk

The three big bond market themes to watch in 2026

378. The case for diversification in a world that won’t sit still

Three funds lose ratings due to significant changes

A strong case for optimism in 2026

What risks should investors be concerned about going into 2026?

What long-term themes could shape global equities in 2026?

Can China’s recovery continue to defy expectations?

How do bonds fit in a balanced portfolio?

Are managers backing current holdings or new ideas?

What are investors most likely to get wrong about UK equities?

What are investors most likely to get wrong about global equities?

The most attractive opportunities across bonds, global equities and the UK market

What will influence UK markets in 2026?

Will we see markets broaden out in 2026?

China’s equity rally rekindled — but for how long?

How should investors think about duration right now?

A summary of financial markets in 2025



