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Aberdeen: MyFolio Core: why discipline matters in turbulent times - MyFolio
Celebrating a year of balance amid volatile markets.
Building growth portfolios with fewer decisions
Taking a look beyond market noise: a balanced approach that combines growth companies, bonds and cash in one portfolio.
Aberdeen: Who is winning the US-China 'AI race'?
Why charging-point infrastructure could unlock lower emissions.
BNP Paribas: Quarterly Outlook - April 2026
Where now for the global economy in 2026? How are central banks responding to persistent inflationary pressures and shifting growth dynamics? What do rising bond yields mean for fixed income investors? And can equities continue to show resilience despite geopolitical uncertainty?
Schroders: Unconstrained fixed income views: April 2026
Markets are edging out of the fog of war, but the path forward remains uneven. As geopolitical risks begin to ease, find out how were preparing for a post-resolution investment landscape.
BNY: Signals from spreads
Credit spreads have risen yet remain historically low, reinforcing our view that the oil shock is likely temporary not a driver of long-term growth concerns.
BNP Paribas: Five reasons to consider US short-duration high yield bonds
Short duration high yield bonds may potentially help investors navigate periods of market volatility while delivering a stable income stream.
Aberdeen: Who is winning the US-China 'AI race'?
Artificial intelligence is fast becoming a new front in global competition. Is this the defining US-China rivalry of the 21st century and what really matters in determining who comes out on top?
Schroders: How the closure of Hormuz has opened up energy opportunities
The disruption triggered by Irans closure of the Strait of Hormuz has galvanised nations to shore up energy security. As previous oil shocks have shown, the ramifications and opportunities could be huge.
BNY: Human first, tech second: Rethinking AI in retirement advice
With artificial intelligence evolving at pace, is it finally ready to enhance how advisers plan, test and deliver retirement strategies?
Schroder Japan Trust: Japan's oil position - what the headlines may be missing
The concern surrounding Japan's energy dependency is not unfounded. But the full picture suggests the risks are considerably more manageable than the media headlines have implied.
BNP Paribas: Déjà vu: Parallels between the dotcom era and the AI surge
Comparing previous tech booms and bust cycles with todays AI surge highlights some notable patterns. Historically, undervalued stocks with low price/earnings ratios have outperformed during market downturns that followed unsustainable rises in valuations.
Aberdeen: The widening supply-chain shock of the Iran war
The closure of the Strait of Hormuz is exposing the fragility of global supply chains and the reliance on key chokepoints well beyond crude oil and natural gas. We survey the impacts on fertilisers, jet fuel, and helium.
BNY: Building a strong retirement income
Market shifts, rising risks and AI-driven volatility are challenging retirement income stability. BNY Investments Newton multi-asset portfolio manager Paul Byrne discusses why dynamic risk management and active multi-asset strategies are essential for steadying the ship.
BNP Paribas: View from the Markets: The Iran war: So, is it all over
Is the Iran war over? The answer, at least as far as the markets are concerned, depends on which index you look at. To judge by the level of equity indices and credit spreads, the answer seems to be clearly yes.
BNY: Smart strategies for outperformance in fixed income
Insight Investment outlines seven strategies skilled active managers can use when seeking to generate excess returns relative to benchmarks.
Schroders: An astronauts guide to value investing
A meaningful connection between value investing and space exploration is just one small step
Aberdeen: Finding conviction in a world of higher geopolitical risk
Predicting the outcome of any particular geopolitical event is difficult, but we can have conviction in some of the broader investment implications of persistently elevated geopolitical risk.
Schroders Equity Lens April 2026: your go-to guide to global equity markets
Strong earnings forecast despite stagflation risks.
BNP Paribas: Q1 2026 Investment Update
The first quarter of 2026 has been dominated by a sharp escalation in geopolitical risk, fundamentally altering the macroeconomic backdrop since the end of 2025.
BNY: FutureLegacy: Aligning outcomes with expectations
Paul Byrne, BNY Investments Newton Portfolio Manager and Quantitative Analyst, outlines how BNYs FutureLegacy risk-targeted multi-asset funds aim to help investors stay aligned with their retirement goals in uncertain markets.
Aberdeen: The monthly macro outlook video: April 2026
Markets rallied after the USIran ceasefire, but risks still lurk. Aberdeen's Paul Diggle explains what falling oil prices, the Strait of Hormuz and geopolitics mean for inflation and the global outlook.
Aberdeen: Systematic investing: demystifying the science behind smarter portfolios
Quant investing harnesses data, technology and disciplined processes to deliver consistent, transparent and adaptable outcomes. Heres how we approach the science behind smarter portfolios.
BNY: The 3 aspects of quality
Walter Scott identifies quality companies using three key factors. Client investment manager Murdo MacLean explains why each matters.
Artemis: Why the Middle East crisis hasnt derailed the emerging market recovery
As markets digested the impact of the first waves of conflict in Iran, the focus quickly moved onto energy and commodity prices and what they would mean for the global economy.
Schroders: Quarterly markets review - Q1 2026
An overview of markets in Q1, when the conflict in the Middle East saw commodities gain while other asset classes declined.
Artemis: Why global equity funds need a rethink
In life as in investing, it often feels safer to keep doing what worked in the past. Yet for global equity funds, the status quo is anything but safe, in our view.
Pictet: AI and J-curve: more pain before bigger gain
Investors should brace for a deeper and more costly AI-driven adjustment before they see long-term rewards.
BNY: Global Credit: 10 years of stability and consistency
The BNY Mellon Global Credit Fund celebrates 10 years. Adam Whiteley, head of global credit at Insight Investment, reflects on the Funds success, key active calls, the case for global credit today and future positioning.
BNP Paribas: Decarbonisation and climate solutions providers to gain new prominence
The crisis that were experiencing with the conflict in the Middle East is only going to reinforce the fact that climate will remain our clients and our top priority, Jane Wadia, Head of Sustainability at AXA IM Core, tells Andy Craig, Co-Head of the Investment Insights Centre.
Schroders: CIO Lens Q2 2026: Building diversified portfolios for uncertain times
In this quarter's CIO Lens, our investment experts highlight the need for resilient portfolios as developments in the Middle East increase uncertainty for investors.
Aberdeen: Building Europe's backbone: the sustainable power of industrial real estate
Europe is facing rising security pressures, exposed by recent conflicts, alongside growing risks from an overdependence on foreign suppliers.
BNP Paribas: View from the Markets: The interest rate threat
Equity markets continue to swing in reaction to US President Donald Trumps latest social media post or interview going one way if the news is of positive progress in negotiations (albeit denied by Iran), or the other when an escalation of the conflict seems imminent.
Schroders: What does stagflation mean for equity investors?
Concern is growing that an energy shock triggered by the Iran war will lead to a period of stagflation, something that may make investors wary. But history suggests stocks in an environment of low growth and high inflation may not perform as poorly as investors fear.
BNY: Returns after oil spikes
The Strait of Hormuz, which moves about 20% of global oil, has seen many ships that normally travel through it curtail their activity. Consequently, WTI oil was up over 36% in the five days after the oil supply shock began.
M&G: Our capital markets philosophy and outlook
M&G outline how they use valuation discipline, structural analysis and scenario modelling to build diversified portfolios designed to navigate multiple future paths.
BNP Paribas: View from the Markets: Peace, then what?
A permanent end to the Middle East conflict, resulting from the current ceasefire, will mean the macroeconomic outlook has been shaken but not totally destabilised.
M&G: Women, wealth, and the age of AI
Recent research from Unbiased shows that women are 45% more likely than men to have inherited assets as part of their overall wealth, indicating that a large scale transfer is underway.
Rathbones Asset Management - In The KNOW blog: Why Taiwan is now on a par with China
China once dominated the emerging market equity universe. But Taiwan has caught up with its massive neighbour in terms of its weighting in the MSCI Emerging Markets Index. Head of Emerging Market Equities Tim Love explains whats driven this change - and what it means for investors.
Rathbones Asset Management - The Sharpe End podcast: War and Cease
With headlines and tweets about the Middle East continuing to come in hot, this month Rathbones Asset Managements multi-asset team explores what has changed and what hasnt. The focus then shifts to commodities, covering energy, metals and everything in between.