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Opinion
Tariffying prospect
The chairman of the insignificantly sized investment company TwoHoots Asset Management talks U-turns and E-turns
Video
Choice Words: Uwe Ketelsen, head of portfolio management at 7IM
On politics as two-edged sword, greater clarity in responsible investing and being in Berlin the day after the Wall fell
Analysis
Monday Club – 14/04/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Truss issues for US bonds?’ and ‘UK...
Distribution Verve: Dan Churchouse of Federated Hermes
The current thinking and future plans of heads of distribution at asset management groups
Partner zone
The shocks that show valuations could catch up with the US
Artemis
China and the shifting global economic order
Polar Capital
Hiding in plain sight: Finding value in unexpected places
Redwheel
Opportunities within Emerging Markets
M&G Investments
Fly on the Wall: Artemis US Smaller Companies
The Adviser Centre lets Julian Marr attend one of their fund manager meetings – as long as he keeps quiet
Andy Parsons: Be sure to look under the bonnet
What criteria are advisers using to help select DFMs and MPS solutions? Andy Parsons takes a closer look
The Wealth Connection: Premier Miton’s Jonathan Willcocks
On active’s evolving purpose, additive M&A and incentivising investors to back UK plc
Better business
Trilliam Jeong: Turn adviser retention into a competitive advantage
In an industry built on relationships, adviser attrition is more than just an HR issue
M&G’s Nick Smallwood uncovers the two big opportunities he sees in emerging markets debt
Krane Shares
DeepSeek, TikTok, Red Note, & Temu: China Internet Making Waves in the USA
TikTok’s potential ban and DeepSeek’s AI efficiency triumph have contributed to a unique moment in the history of China’s internet...
Robeco
Credit outlook: Divorce and dispersion
The consensus was that Trump would use tariffs merely as a bargaining tool to secure better outcomes for the US,...
TIME Investments
The infrastructure magnificent seven
We are delighted to be celebrating the seventh anniversary this year for our TIME:UK Infrastructure Income Fund. Traditionally, seven-year anniversary...
Choice words
24:54 min
Choice Words: Alex Funk, chief investment officer at PortfolioMetrix
On concentration risk, assessing alternatives and wealth’s heroes and villains
18:21 min
Choice Words: Jake Moeller, assoc. director, responsible investment, Square Mile
On responsible investing tailwinds, real-world metrics and not being Neil Tennant
12:16 min
More choice words videos
Watch: Choice Words: Dan Kemp, chief research and investment officer at Morningstar
Watch: Choice Words: Peter Sleep, investment director at Callanish Capital
Watch: Peter Sleep on testing fund managers – Choice Words clip
Partner Video
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
Podcast
Gold Special with Baker Steel, Episode 1: David Baker
Baker Steel’s David Baker discusses the extraordinary recent run in the gold price and what it means for gold-mining equities.
26:29 min
Investment views: Targeting ‘the most exceptional growth companies in the world’
Scottish Mortgage portfolio director Claire Lewis on investing in private companies and in the entire AI value chain
03:39 min
Events
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...
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.
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...
26:29 min listen
Word to the wise
