Investment Leaders April 2026

Not all green bonds are created equal — but the additionality lens may be distorting the picture. Here's a more pragmatic framework for evaluating labelled debt in a complex portfolio context.

When headlines drive commodity prices, the risk of overpaying rises sharply. Schroders' Head of Australian Equities Research outlines the first-principles framework advisers should be applying to resources exposure right now.

Bonds and cash are no longer enough. With correlations rising and credit spreads tight, the case for securitised and floating-rate structures is growing and the construction decisions are more nuanced than ever.

From legal services to logistics, AI disruption is wiping billions from market caps with little warning. Loftus Peak's latest update asks whether portfolios are positioned for what comes next or still anchored to the companies of 2014.