Proxy advisers are facing mounting political pressure in the US, even as demand for their services grows elsewhere. For Glass Lewis, one of the two dominant global proxy advisory firms alongside ISS, that divergence is reshaping both its strategy and its …

AI is quietly reshaping the cost base of the US economy by replacing labour and making processes more efficient. In services in particular, this is reducing unit labour costs and easing inflationary pressures. The bond market, however, has yet to fully …

Markets are pricing a world that may no longer exist. Democratic institutions, designed for slower cycles and contained economies, are struggling to govern the complexity they now face. That failure, argues economist Jeannette von Wolfersdorff, is already …

There was a time when software companies could rely on growth rates and compelling narratives about scalable business models. Revenue was paramount, profit an afterthought. A decade ago, investors routinely paid six to ten times annual recurring revenue …

If history is any guide, the artificial intelligence boom will not be those who build the technology, but those who deploy it. That is the view of Kevin Khang, head of global economic research at Vanguard. He argues that today’s market narrative risks …

For over ten years, I’ve been writing articles for investors, economists, and anyone with even the slightest interest in the financial markets. Extremely negative stories, stories about the issues of the day, or stories with sensational headlines tend to …

Software stocks are being repriced as investors reassess how artificial intelligence will reshape the industry. Some fund managers now argue the selloff has gone too far, even as uncertainty around long-term earnings remains unresolved. Deutsche Bank …

Hard-currency emerging-markets sovereign debt held up modestly better for European investors than for US investors in the first quarter of 2026. Euro‑based returns were broadly flat, compared with a roughly 0.2% decline for US dollar‑based investors. …

A mix of erratic political choices has chipped away at confidence in Washington. Yet, as the economic backdrop remains stubbornly solid, the case for US assets is alive and kicking, America’s largest investors say. The sell-off that followed a spike in …

Schroders has appointed Guillaume Lendormy as head of cross-border financial institutions, a newly created role starting May 4. He will lead the firm’s global client strategy for large institutions operating across multiple jurisdictions and report to …

Glass Lewis navigates US backlash with global push

AI dampens inflation, markets underestimate impact on rates

Markets are pricing a world that may no longer exist

Some software stocks find upside in AI

AI’s next winners probably won’t be tech-companies, says Vanguard’s head of research

Chart of the week: J-curve or U-turn

Investors return to beaten-down software stocks

Morningstar: Barings versus Blackrock in Global Emerging Markets Bond

Selling America is misreading of bigger picture, US managers say

Transfers: Schroders, LHoFT, Feri, Goldman Sachs