Newsletter sign-up
Analysis
Alison Shimada: Welcome to the tipping point for ‘Emerging Markets 2.0’
Why the decade-long relative underperformance of emerging markets looks set to reverse
Monday Club – 26/05/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Emerging opportunity’ and ‘UK/EU reset’
Opinion
Jam on the brakes
The chairman of the insignificantly sized investment company TwoHoots Asset Management discusses the art of room-reading
Justin Urquhart Stewart: From ‘new broom’ to ‘Sorcerer’s Apprentice’
Trump was right to address economic complacency but now is the time for calm and clarity to prevail
Partner zone
Outlook 2025: Sustainable equities: Be an optimist
Royal London Asset Management
Thoughts on diversification
Seilern
The infrastructure magnificent seven
TIME Investments
Weekly market update with Paul Skinner
Wellington Management
Andy Parsons: Active or passive? That is the question
Data analysis can raise as many questions as it answers but even then, says Andy Parsons, good data can help
Tom Grady: Why trade tariffs should not matter to investors
The implications of Donald Trump’s tariffs fall into the bucket marked ‘important but impossible to predict'
Quarterly view: Eyes on the horizon
As investors batten down hatches in the tariffs storm, Cherry Reynard looks to the longer term for signs of hope
Tariffying prospect
The chairman of the insignificantly sized investment company TwoHoots Asset Management talks U-turns and E-turns
GoodHart Partners
It’s ‘MEGA,’ not ‘MAGA’: why Trump is better for Europe than for the US
James Sym, European specialist at global equities boutique Goodhart Partners explains why Donald Trump’s unorthodox foreign policy should continue to...
Artemis
The shocks that show valuations could catch up with the US
For well over a decade, going overweight the biggest companies in the US was all global managers needed to do...
Aviva Investors
When risks collide: the case for diversifying via liquid alternatives
Investors are increasingly turning to alternatives to boost portfolio diversification, a trend we believe will only increase.
Baillie Gifford
Scottish Mortgage: portfolio update Q1 2025
Investment Specialist Hamish Maxwell gives a portfolio update, including recent volatility and latest transactions
Choice words
Choice Words: Sam Buckingham, investment consultant at Buckingham Research
On the attractions of inquisitiveness, transparency and, above all, consistency of process
16:15 min
Choice Words: Matt Ennion, head of collective research at Quilter Cheviot
On what makes a great manager and knowing when to take on risk – in markets and in cricket
17:44 min
Choice Words: Simon Evan-Cook, manager at Downing Fox Funds
On journeys heroic and unheroic, manager red flags and ‘dishwasher-proof’ assets
26:49 min
More choice words videos
Watch: Choice Words: Steve Brann, CIO, Apollo Multi Asset Management
Watch: Choice Words: Uwe Ketelsen, head of portfolio management at 7IM
Watch: Choice Words: Alex Funk, chief investment officer at PortfolioMetrix
Partner Video
Investment views: ‘Carbon is probably the most impactful investment you can have’
KraneShares head of strategy Luke Oliver on the case for investing in carbon
08:55 min
Podcast
Gold is exciting, but what about Silver? Baker Steel’s David Baker, Episode 2
Baker Steel’s David Baker discusses why investors can remain optimistic on the outlook for gold-mining equities – and arguably be...
23:48 min
Investment views: ‘We very much look at alpha – and alpha is unbiased’
Canada Life fund manager Bimal Patel on delivering a positive customer journey through global equities
03:41 min
Events
The Wealth Forum June: Coworth Park, Ascot
26th - 27th June 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 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 North: Rudding Park, Harrogate
8th - 9th May 2025 | Harrogate
The Wealth Forum: North, Rudding Park, Harrogate: A premium event for the UK’s top fund selectors in the North
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.
23:48 min listen
Word to the wise
