‘Europe has an innovation problem: the US has pulled well ahead in terms of productivity and capital market development. Yet countries such as Sweden, Denmark and the Netherlands show that this gap is not inevitable. What are Europe’s innovation leaders doing differently – and what opportunities could this create for investors?’ Union Investment Analysis: Europe … Continued

‘Summary Sovereign debt markets have obviously been fragile. We explore some potential drivers and assess their durability This fragility is increasing the importance of political outcomes for markets. The political choices that countries make look set to have a larger impact on investors than in the last cycle French, Spanish, Italian and German political developments … Continued

‘ASK strengthens its equity growth journey. The acquisition of SageOne Investment Managers marks a significant milestone in ASK Investment Managers’ growth journey, bringing together complementary investment expertise and capabilities to build a stronger equity investment platform.’ Read the full story in LiveMint: LiveMint on ASK SageOne Investment Management

‘David Winckler, Head of Collective Investments at Casterbridge, talking about the WS Lightman European Fund. In this article we look at why we hold the Lightman European Fund as part of our wider managed portfolio and how it contributes, alongside other holdings, to the overall picture.’ LiLightman Investment Managementnk:

‘Artificial intelligence continues to reshape equity markets. But as enthusiasm builds and valuations move faster than underlying fundamentals, investment discipline becomes even more important. In our latest article, we explore how investors can participate in the opportunities created by AI without losing sight of what matters over the long term: business quality, durable earnings and … Continued

‘When an index reaches new highs, is the whole market really moving with it? Not necessarily. In the second quarter of 2026, U.S. small-cap equities delivered remarkable returns. Yet beneath the headline numbers, market leadership remained highly concentrated, with a relatively small group of AI-related stocks accounting for a significant share of the Russell 2000’s … Continued

‘For the third year in a row, our equity market neutral strategy has been recognized at The Hedge Fund Journal ‘s UCITS Hedge Awards. To mark the occasion, the trade magazine provides insights into the investment approach behind the strategy. In this interview, our portfolio managers Jonas Hoersch, CFA and Florian Merkel, CIIA explain how … Continued

‘💡 Outlook: What to expect in capital markets in the second half of 2026? On balance, despite geopolitical uncertainties, capital markets continue to present more opportunities than risks, states Tobias Schmidt, Head of Portfolio Management and CIO for Liquid Assets at Union Investment. For institutional investors, it is now especially important to conduct thorough analysis, … Continued