Browse research
RathbonesESG
Troubled waters? The investment case for stopping the AI cloud from draining the river | Rathbones
Rathbones examines the rapidly growing water consumption of AI-driven data centres — projected to reach 1.2 trillion litres annually by 2030 — and the financial risks this poses to technology companies operating in water…
18 Jun 2026
RathbonesMulti-Asset
International retirement planning: making your wealth work across borders | Rathbones
Rathbones Financial Planning outlines the key financial complexities facing globally mobile individuals, covering cross-border tax residency, overseas property ownership structures, liquidity planning, and multi-jurisdic…
18 Jun 2026
RathbonesMulti-Asset
Redefining retirement support in a new age of uncertainty | Rathbones
Rathbones hosts a webinar-style session exploring how financial advisers and investment managers can collaborate more closely to deliver personalised, client-centric retirement support that addresses both financial and e…
18 Jun 2026
BNP Paribas Asset ManagementThematic
Talking Heads – Cheaper, smarter and ever broader uses: AI offers a long growth runway – EN
BNP Paribas AM Co-portfolio Managers Pamela Hegarty and Derek Glynn discuss the latest AI developments—including agentic AI, vibe coding, edge intelligence, and robotics—alongside the investment implications for cloud hy…
18 Jun 2026
Shariah Investing Faith meeting opportunities
Eastspring Investments' CIO Rudie Chan examines the structural growth drivers of global Islamic finance, including AUM trends (8.5% CAGR 2004–2016), demographic tailwinds, and the expanding sukuk market, while acknowledg…
18 Jun 2026
Eastspring InvestmentsFixed Income
China's debt mountain | Eastspring Investments
Eastspring Investments analyzes China's total debt-to-GDP ratio exceeding 250% (end-2016), focusing on corporate sector leverage, SOE misallocation, shadow banking risks, and the government's controlled deleveraging effo…
18 Jun 2026
Eastspring InvestmentsEquities
Anchoring Value Investing | Eastspring Investments
Eastspring Investments argues that behavioural biases such as loss aversion and heuristic-driven herding create persistent mispricings in global emerging market equities that disciplined value investors can exploit for l…
18 Jun 2026
Eastspring InvestmentsAlternatives
Cryptocurrencies - A new asset class Or kryptonite | Eastspring Investments
Eastspring Investments examines the investment case for cryptocurrencies, covering their use cases, security vulnerabilities, regulatory landscape, and available investment vehicles such as direct ownership, ICOs, mining…
18 Jun 2026
Eastspring InvestmentsEquities
A contrarian approach to A-share investing | Insights | Eastspring Investments
Eastspring Investments examines how retail-investor dominance in China's A-share market creates persistent behavioural biases—including lottery effects, availability heuristics, and herding—that active, value-oriented ma…
18 Jun 2026
Hartford FundsMulti-Asset
Policy, Politics, and Pressure Points in Washington This Summer
Hartford Funds' Chief Political Strategist JT Taylor surveys the summer 2026 US policy landscape, covering trade (USMCA renegotiation, Section 301 tariffs), fiscal/defense reconciliation, crypto legislation (CLARITY Act)…
17 Jun 2026
Hartford FundsMulti-Asset
Can Washington Juggle Its Summer Agenda?
Hartford Funds' chief political strategist JT Taylor surveys the overlapping policy battles facing Washington heading into summer 2026, including the Iran conflict's War Powers clock, tariff legal setbacks, crypto and AI…
17 Jun 2026
Hartford FundsMulti-Asset
5 Retirement Costs That Often Catch People Off Guard
Hartford Funds identifies five commonly underestimated retirement expenses—Medicare coverage gaps, long-term care costs, IRMAA surcharges, home maintenance, and family financial support—using illustrative case examples a…
17 Jun 2026
RathbonesEquities
Investment update video: Back of the net for stock markets | Rathbones
Rathbones' Head of Market Analysis John Wyn-Evans reviews why global equity indices remain near all-time highs in June 2026, citing US Q1 earnings growth of 26% (well above the ~12% forecast) and strong AI-driven semicon…
17 Jun 2026
Thornburg Investment ManagementEquities
A New Landscape for Global Equities: A Conversation with Miguel Oleaga - Thornburg Investment Management®
Thornburg portfolio manager Miguel Oleaga argues that a decade of U.S. mega-cap dominance is maturing, creating a dual opportunity in undervalued international markets benefiting from corporate governance reforms and in…
17 Jun 2026
Guggenheim InvestmentsFixed Income
Second Quarter 2026 Fixed-Income Sector Views - Guggenheim Investments
Guggenheim Investments presents its Q2 2026 relative-value outlook across the full fixed-income spectrum, covering rates, investment-grade and high-yield corporates, bank loans, ABS/CLOs, RMBS, CMBS, munis, agency MBS, p…
17 Jun 2026
Guggenheim InvestmentsPrivate Markets
The Advantages of Investing in Infrastructure and Other Real Assets - Guggenheim Investments
Guggenheim Investments outlines the investment case for infrastructure and real assets, citing a multi-trillion-dollar funding gap driven by decades of underinvestment and secular megatrends including digitalization, dec…
17 Jun 2026
Guggenheim InvestmentsMulti-Asset
Macro Markets Podcast Episode 83: Geopolitical Risk Rears Its Head - Guggenheim Investments
Guggenheim Investments' U.S. Economist Matt Bush and Portfolio Manager Evan Serdensky discuss the macroeconomic and market implications of the Iran conflict, including two oil-price scenarios and their effects on inflati…
17 Jun 2026
Principal Asset ManagementPrivate Markets
2026 Mid-year Inside Real Estate outlook | Principal Asset Management
Principal Asset Management's mid-year 2026 update on commercial real estate (CRE) argues that the global CRE recovery remains intact despite heightened geopolitical volatility, rising yields, and a narrowing economic mar…
17 Jun 2026
RathbonesMulti-Asset
Weekly Digest: Playing to the market conditions | Rathbones
Rathbones' Head of Market Analysis John Wyn-Evans argues for maintaining a constructive investment stance despite Middle East geopolitical uncertainty, noting that easing oil prices (Brent back below $80) have reduced UK…
17 Jun 2026
Man GroupFixed Income
A Crude Awakening | Man Group
Man Group analyses 22 historical episodes of oil price spikes to argue that today's tight US high yield spread environment (317bps, 12th percentile) removes the recovery cushion that previously offset crude-driven credit…
17 Jun 2026
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