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Opinion

Hello and welcome to Wealthwise

A note from the editor

Analysis

Alternative Thinking: Why private assets? Why now?

Schroders Greencoat’s Jack Wasserman on the potential upside – and risks – of an allocation to private assets

Analysis

Monday Club – 27/01/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, 'Saba saga' and 'Trump 2.0'

Analysis

Five key asset allocation themes for the year ahead

In 2025, markets face a new incumbent in the White House, instability in Europe and a potential revival in inflation

Partner zone

Credit quarterly outlook: Can spreads ever widen again?

Robeco

Adam Karr: How to think (and work) like a billion-dollar investor

Orbis

Outlook 2025: Multi asset: Interesting times ahead

Royal London Asset Management

High-yield credit investing: it’s a marathon, not a sprint

Wellington Management

Analysis

What next for the boutique asset manager?

Boutiques have had to deal with tough headwinds but, with the right set-up, they can still punch above their weight

Analysis

Building greater resilience through diversification

Multi-asset investors are increasingly viewing real assets as important extra strings to their bow to help build more robust portfolios

Analysis

Will tech giants continue powering passive’s rise?

The ‘magnificent’ run of a certain septet of tech stocks looks set to continue to prove important to the passive...

Analysis

Once more unto the (regulatory) breach, dear friends

The chairman of the insignificantly sized investment company TwoHoots Asset Management explains his change of philosophy

Partner zone

Neuberger Berman

Equity Market Outlook 1Q 2025

We believe a strong economy, rebounding industrial activity, improving liquidity and rising animal spirits should continue to support corporate earnings...

IMPAX Asset Management

The dangers of creating an echo chamber for corporate management

Three ways in which we believe Exxon’s recent lawsuit against its own investors is mistaken – and unwise

Guinness Global Investors

How consumers are driving emerging markets’ future

The Asia & EM team examines some of the stocks poised for the demographic change and growing wealth behind the...

Gresham House

Tony Dalwood and Peter Bachmann on Sustainable Infrastructure in 2024

For the latest in his series of interviews with senior members of the Gresham House team, Tony Dalwood speaks with...

Choice Words

Choice words

Rob Burdett on his Anthony Bolton lesson – Choice Words clip

A short clip from our series of interviews with UK fund researchers and fund selectors - plus episode transcript

02:20 min

Choice words

Peter Toogood on ‘thesis violation’ – Choice Words clip

A short clip from our series of interviews with UK fund researchers and fund selectors - plus episode transcript

02:27 min

Choice words

Choice Words: Peter Toogood, CIO at The Adviser Centre

On the opportunity of bifurcation, a common pressure on fund managers and the best golf course he has ever played

20:01 min

Partner Videos

Partner Video

Investment views: ‘We are in the early innings of a profound secular change’

Capital Group investment director Steve Smith on the onset of a new economic era, the power of disruption and targeting...

06:18 min

Partner Video

Investment views: Five ‘prerequisites’ for long-term equity investing

Downing fund manager Rosemary Banyard on the key ingredients for long-term compounding in equities and some examples of where they...

06:16 min

Partner Video

Investment views: ‘Macro environment should now be much more supportive for bonds’

Pimco fixed income strategist Gordon Harding on a significant tailwind for long-term fixed income returns, a ‘generational reset’ in yields...

02:49 min

Events

The Wealth Forum March: Coworth Park, Ascot

5th - 7th March 2025 | Berkshire

The Wealth Forum, Coworth Park, Ascot. A premium event for the UK’s top fund selectors and 10 leading asset managers

The Wealth Forum North: Rudding Park, Harrogate

8th - 9th May 2025 | Harrogate

The Northern Wealth Forum, Rudding Park, Harrogate: A premium event for the UK’s top fund selectors in the North and...

The Wealth Forum Channel Islands: Jersey

5th June 2025 | Jersey

The Wealth Forum: Channel Islands, The Royal Yacht: A premium event for top fund selectors in the Channel Islands from...

The Wealth Forum Dublin: The Merrion Hotel

18th September 2025 | Dublin

The Wealth Forum: Dublin, The Merrion: A premium event for top fund selectors from Ireland.

Podcasts

Choice Words Pod #1: Rob Burdett, Nedgroup Investments

Julian Marr sits down with Nedgroup Investments head of multi-manager, Rob Burdett

15:26 min listen

Word to the wise

Once more unto the (regulatory) breach, dear friends

The chairman of the insignificantly sized investment company TwoHoots Asset Management explains his change of philosophy