Insights
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Investors' Chronicle: Investing for Long-Term Growth
Scottish Mortgage investment specialist Hamish Maxwell explains why a small number of exceptional companies account for a disproportionate share of long-term market returns and why finding them is only part of the challenge. Find out more
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Brazilian equities: beyond the ballot box
Lula’s re-election has unsettled Brazilian equities, but the market reaction may overstate its significance Find out more
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Market Perspectives: The sum of all fears
Renewed volatility across equity and bond markets reflects the convergence of several familiar risks: fiscal and political uncertainty in France, scrutiny of artificial intelligence-related investment, and renewed inflation concerns as oil prices rise. Find out more
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Monthly Macro Outlook Video – October 2026
The global economy has proved resilient, but rising borrowing costs could put that strength to the test. Find out more
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Portfolio perspectives Monthly Market Views: The tech divide, rising bond yields and China’s industrial renaissance
Equity markets have diverged into two different worlds: tech and non-tech, with correspondingly different interactions with global bond yields. Over the summer, the oil price was the key driver of bond yields. Find out more
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AI debt: Heads you don’t win, tails you lose
Most coverage of AI debt issuance has focused on the US investment-grade bond market. This is understandable given the sheer scale of the issuance in this market and the significant amount of risk within US investment-grade benchmarks now centred on AI-related issuance. Find out more
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Impact investing: the economics of lasting demand
As policy support weakens, where can impact investors find durable sources of demand? Find out more
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Emerging markets: following the evidence, not the crowd
At Artemis, we pride ourselves on having the courage to be different – on following the evidence rather than the crowd. Our funds reflect that. And one distinctive feature our global equity strategies share is their overweight exposure to emerging markets. Find out more
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Barometer: Cutting back on equities as financial conditions offer less support
Equity markets are caught between tighter liquidity conditions and increased geopolitical uncertainty on the one hand, and solid economic growth and corporate earnings on the other. We have consequently reduced our exposure to stocks leading into year end. Find out more
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Asset Allocation update – Q4 2026
Economies and financial markets remain resilient despite heightened inflation risks. These are shaping central bank policy and interest-rate expectations, pushing bond yields to levels not seen since before the global financial crisis. Find out more
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Pyrspectives – Profits are at record highs – Are markets too optimistic?
Explore Pyrford’s Q3 2026 investment outlook covering bond yields, equity valuations, corporate profits and market risks. Find out more
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Schroders Equity Lens October 2026: your go-to guide to global equity markets
Even allowing for strong near-term earnings growth, the excess return for equities over bonds priced into markets has recently dropped sharply: higher bond yields set a higher bar (slides 6-17)
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