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Better business

Cherry Reynard: AI need not mean ‘Adviser Irrelevance’

Chinese may not really have the same word for crisis and opportunity but ‘AI’ often feels like it

Analysis

Planet MPS: Balanced view

Andy Parsons examines current asset allocation decisions in the Balanced MPS peer group

Analysis

Monday Club – 09/11/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Midterm misgivings’ and ‘Gilt trip’

Analysis

Robert Wilson: The case for digging deeper into commodities

Why investors should consider looking beyond gold to a broader basket of alternative assets

Better business

Cherry Reynard: AI need not mean ‘Adviser Irrelevance’

Chinese may not really have the same word for crisis and opportunity but ‘AI’ often feels like it

Video

Choice Words: Tom McGrath, CIO at 8AM Global

On ‘naïve optimism v pragmatic cynicism’, life-changing advice and a strange Korea move

Analysis

Gill Hutchison: Never say never again

High yield and active management - reflections on a month of fund manager meetings

Partner Video

WealthWhys: Callum Abbot, portfolio manager at J. P. Morgan AM on UK equities

The three key questions for all investors: Why this strategy? Why now? Why pick it over its peers?

Partner zone

Global Equity Views 4Q 2026

J.P. MORGAN ASSET MANAGEMENT

House View Q4 2026: Renewed momentum

ALLIANZ GLOBAL INVESTORS

AI governance in asset management: four questions investors should ask

ROBECO

Reform meets reflation: Japan’s structural opportunity

POLAR CAPITAL

Analysis

The Wealth Connection: Guinness Global Investors’ Edward Guinness

On ‘building blocks’, building brand and building assets

Analysis

Cherry Reynard: Mills’ tone

The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks

Analysis

Marion Le Morhedec: The strategic case for fixed income grows stronger

The near-term backdrop remains challenging but higher yields are improving prospective returns

Analysis

Alvaro Peró Gala: Understanding the ‘Great Global Restructuring’ – Part 2

A strategic framework for investors – focusing this time on US debt sustainability; and the impact of regulation

Partner zone

PIMCO

The Top Client Questions About the U.S.

In this episode of Fixing Your Interest, PIMCO Vice Chair John Studzinski is joined by Libby Cantrill, PIMCO’s Head of...

ABERDEEN INVESTMENTS

Enhanced Index: why three investment factors can be better than one

Value, quality and momentum combine to give investors a fuller view of a company

ROYAL LONDON ASSET MANAGEMENT

The Viewpoint: The rising cost of debt

The rate cycle may be approaching a turning point, yet the balance is fragile. For equity investors, the direction of...

PGIM

10 Years Navigating Changing Fixed Income Markets

Discover the market shifts, investment decisions and specialist expertise that have shaped the PGIM Multi-Sector Credit Fund over the past...

Choice Words

Choice words

Choice Words: Tom McGrath, CIO at 8AM Global

On ‘naïve optimism v pragmatic cynicism’, life-changing advice and a strange Korea move

19.00 min

Choice words

Choice Words: Alex Harvey, senior portfolio manager at Momentum Global IM

On competition for capital, a margin of safety and ‘morphing’ liquidity

15:46 min

Choice words

Choice Words: Bevan Blair, CIO at One Four Nine Portfolio Management

On evolving manager selection, two sides to AI and a true appreciation of New Zealand garage

37:27 min

Partner Videos

Partner Video

WealthWhys: Callum Abbot, portfolio manager at J. P. Morgan AM on UK equities

The three key questions for all investors: Why this strategy? Why now? Why pick it over its peers?

02:00 min

Partner Video

WealthWhys: Richard Kaye, portfolio manager, Comgest – on Japan equities

The three key questions for all investors: Why this strategy? Why now? Why pick it over its peers?

06:23 min

Partner Video

WealthWhys: David Walsh, Head of Investments, RQI Investors

The three key questions for all investors: Why this strategy? Why now? Why pick it over its peers?

03:17 min

Events

The Wealth Forum Southwest

15th - 16th October 2026 | The Royal Crescent Hotel, Bath

Debate. Insights. Networking — join us and our leading asset manager partners in the Southwest.

The Wealth Forum Scotland

16th September 2026 | The Balmoral, Edinburgh

Connecting senior fund selectors for dynamic investment insights, expert speakers and lively debate.

The Wealth Forum Dublin

17th September 2026 | The Merrion Hotel, Dublin

In-depth investment intelligence, standout speakers, and high‑level networking - the wealth event you need to attend.

Boutiques Briefing

22nd September 2026 | The Eight Club, London

Unlock the power of targeted investing with a range of leading specialist boutiques.

Podcasts

WealthWhys: Xiadong Bao, co-lead, EDRF Big Data strategy at Edmond de Rothschild

The three key questions for all investors: Why this strategy? Why now? Why pick it over its peers?

06:51 min listen

Word to the wise

Private chancer

The chairman of the insignificantly sized investment company TwoHoots Asset Management aims to go public on private credit