Renos Booth

Bond markets endured another difficult week as stronger than expected growth data pushed interest rate expectations higher and government bond yields hit multi-decade highs. Yet equity markets remained remarkably unfazed.

Global bond markets remain under pressure due to renewed inflation concerns and a general shift to tighter monetary policy.

Sustainability-related regulation is becoming an increasingly material driver of real estate investment decision-making, rather than just a compliance requirement. Jeremy Ho analyses the implications.

Private credit should no longer be treated as a separate asset class beyond public investors’ field of view – it is part of the same ecosystem, influencing price discovery, transfer of risk and recovery outcomes.

Investors in passive bond funds are being exposed to more risk than they may appreciate as US technology giants turn to fixed income markets to fund massive spending on AI data centres, argues Aviva Investors chief executive Mark Versey. 

Regulation must recognise that sustainable investing incorporates more than the provision of sustainable funds alone.

Diversification has always been at the heart of asset management, but recent turmoil, from higher inflation to conflict, trade barriers and the AI revolution, is roiling markets. Can investors still reap its benefits?

In the first of four insights, we explain why natural capital is a foundational input into economic activity. Forests, soils, rivers, wetlands, oceans and biodiversity are productive assets that generate products such as timber or food and are natural regulators of water flows. 

In this latest edition of our series on the illiquidity premia, we assess the key themes driving private-debt pricing and market opportunities in Q2.

The ‘Magnificent Seven’ group of Big Tech companies is no longer the key driver of US equities, as the rally broadens out to other sectors.

Artificial intelligence (AI) is already helping research analysts work more efficiently, but could it ultimately replace them?

As AGM season winds down, we examine the key trends that influenced resolutions and outline our core principles for voting.

Insurers have long navigated a distinctive set of investment challenges, what can they do to build portfolios resilient enough for today's volatile environment?

The ReturnPlus strategy invests in a broad range of liquidity sub-asset classes, while consuming limited regulatory capital. Our ReturnPlus team explores the potential benefits for investors.

Since the start of 2026, estimated earnings growth for the year has improved across all major regions, but particularly in emerging markets.

Giant tech companies are increasingly turning to international markets as they look to finance trillions of dollars of investment in AI infrastructure over the coming years. And they are doing so at accelerated speeds and scale.