Newsletter sign-up
Analysis
Andy Parsons: Benchmarking 2.0
The thinking behind the launch of active-only and passive-only MPS comparator indices
Monday Club – 06/10/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Eastern premise’ and ‘Signal lost’
What does a Takaichi presidency mean for Japan and its markets?
Plenty of challenges still await but the outlook for Japan appears to have strengthened
Absolute Insight: Liquid alts – the under-owned diversifier
Why, asks Ian Willings, are liquid alternatives so hated by fund-buyers?
Partner zone
Will the divergence in monetary policy globally continue?
M&G Investments
The world according to Trump
CARMIGNAC
Cyclical Outlook: Tariffs, Technology, and Transition
PIMCO
The Algebris Bullet | The elephant in the room
ALGEBRIS INVESTMENTS
The Wealth Connection: IIMI’s Dani Hristova
On championing entrepreneurialism, evolving culture and challenging the narrative
Boutique Critique: Langdon Global Smaller Companies
The boutique structure is best for fostering independently-minded stockpickers, argues Alex Paget
What can be expected from the FCA’s model portfolio review?
Previous such exercises by the regulator suggest its focus could be on two key areas
Is there an alternative approach to alternatives?
Should wealth managers target less traditional asset classes or just a more thoughtful equity and bond allocation?
Redwheel
Rethink energy exposure: ignore electricity at your peril
In recent years, the energy landscape has shifted dramatically, with electricity capturing an increasingly significant share of global energy consumption
Vanguard
Navigating the great wealth transfer
The great wealth transfer represents opportunity and risk in equal measure for financial advisers
Royal London Asset Management
Bond navigators: Can Ofgem make gas more solid?
While the UK water sector has faced widespread controversy in recent years, as well as significant volatility in issuers’ bond...
GIB Asset Management
Don’t look back in anger: the recovery and rise of Emerging Markets
Emerging Markets are capturing renewed investor attention, outperforming U.S. equities as improved governance, fiscal reform, and a weaker dollar reshape...
Choice words
Choice Words: Richard Philbin, senior investment director at Hawksmoor IM
On the ‘consistently-consistent’, wealth management 2.0 and never fielding 11 goalkeepers
22:40 min
Choice Words: Dipesh Mesuria, head of fund research at Bordier UK
On manager ‘energy’, encouraging cognitive diversity – and the lure of busses
23:07 min
Choice Words: Ben Goss, CEO of Dynamic Planner
On explaining risk effectively, balancing technology and trust and an eye-opener to AI
33:19 min
More choice words videos
Watch: Choice Words: David Coombs, head of multi-asset investments at Rathbones AM
Watch: Choice Words: Ian Wood, CIO at Titan Investment Solutions
Watch: Choice Words: Ben Kumar, head of equity strategy at 7IM
Partner Video
Investment views: US midcaps are a ‘tremendous fishing pond’ for active investors
Barrow & Hanley head of US equities Mark Giambrone makes the case for an allocation to US midcaps
01:52 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: ‘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
Events
The Wealth Forum Autumn: Coworth Park, Ascot
13th - 14th November 2025 | Berkshire
The Wealth Forum Autumn, Coworth Park, Ascot. A premium event for the UK’s top fund selectors and 10 leading asset...
The Wealth Forum South West: The Royal Crescent, Bath
16th - 17th October 2025 | Bath
The South West Wealth Forum, The Royal Crescent, Bath: A premium event for the UK’s top fund selectors in the...
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 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...
Gold’s holding, silver’s singing, platinum’s popping – is it time to revisit the miners? Baker Steel’s David Baker, Episode 3
Discover why Baker Steel’s actively managed approach, and its strategic and nimble portfolio positioning across gold, silver, and PGM miners,...
30:02 min listen
Word to the wise
Angels and demons
The chairman of the insignificantly sized investment company TwoHoots Asset Management offers some help on overcoming a phobia