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Analysis

Monday Club – 05/01/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Four in a row?’ and ‘Footsie dino...

Analysis

Three possible scenarios emerging in Venezuela

The events of the last weekend have multiple implications, write Benjamin Melman and Michaël Nizard

Better business

AI of the beholder: From process automation to strategic alpha

A natural evolution has underpinned the rise of AI across client-facing functions, writes Giovanni Beliossi

Video

Choice Words: Paul Angell, head of investment research, AJ Bell

On wealth management’s purpose, a ‘North Star’ mantra and freefall at 30,000 feet

Partner zone

Case study: Fewer wildfires, more biodiversity

VAN LANSCHOT KEMPEN

The New Asian Tigers: At the heart of the artificial intelligence revolution

CARMIGNAC

Bond navigators: What matters in 2026

ROYAL LONDON ASSET MANAGEMENT

2026 outlook: AI, innovation and valuation

POLAR CAPITAL

Analysis

Andy Parsons: What are MPS’s biggest fund exposures?

What lies under the bonnet of MPS portfolios – and is it any different if it is active or passive?

Analysis

Will FCA review help wealth-sector M&A mature & advance?

The consolidation review should not so much slow M&A as create larger, better-quality deals

Analysis

Picks for ‘26: Global risks and opportunities for the year ahead

Tariffs, labour market disruption and the US mid-terms will need to be watched closely, writes Daniel Murray

Opinion

Tale of two Nicks

The chairman may have called it a year but someone is still putting in a shift at TwoHoots Asset Management

Partner zone

BAILLIE GIFFORD

Opportunities beyond the US

Baillie Gifford's Steven Hay on navigating change from rising regional markets to the AI revolution. Capital at risk.

POLAR CAPITAL

2026 outlook: AI, innovation and valuation

Concise perspectives from across our investment teams, highlighting the key drivers expected to define the year ahead.

GIB ASSET MANAGEMENT

From adored to ignored: what’s next for India?

Recent rotations have shifted focus toward North Asia, yet India’s long-term fundamentals remain robust and compelling. Earnings growth is projected...

HARBOUR VEST

Overcoming the Seven Sins of Evergreen Investing

Not all evergreen funds are created equal. As these funds grow more popular, managers may fall prey to what we...

Choice Words

Choice words

Choice Words: Paul Angell, head of investment research, AJ Bell

On wealth management’s purpose, a ‘North Star’ mantra and freefall at 30,000 feet

24:46 min

Choice words

Choice Words: James Klempster, deputy head of multi-asset at Liontrust

On long-term thinking, blending portfolios and a brush with a gun-toting priest

29:56 min

Choice words

Choice Words: Dean Cheeseman – MD of client investment solutions at Mattioli Woods

On investing for the many, not the few, avoiding ‘beta repackagers’ and motivation Tough-Mudder-style

25:35 min

Partner Videos

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

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

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...

Podcasts

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

Tale of two Nicks

The chairman may have called it a year but someone is still putting in a shift at TwoHoots Asset Management