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Mean Reversion Machine

Mean Reversion Machine – GW26: ‘I see dead teams’

A regular excuse to use fantasy football as a metaphor for portfolio management

Analysis

Alternative thinking: Strive for balance not bravado

Downside risk is inevitable, writes Tom May, but unmanageable losses are not

Distribution Verve

Distribution Verve: Neil Menard of StepStone Private Wealth

The current thinking and future plans of heads of distribution at asset management groups

Analysis

Planet MPS: Models of consistency

Andy Parsons digs deeper into the numbers of the top-performing MPS offerings

Partner zone

What’s the outlook for US high-yield bonds?

BNP PARIBAS ASSET MANAGEMENT

Sustainable investing quarterly update – January 2026

ROYAL LONDON ASSET MANAGEMENT

Scottish Mortgage on the New Growth Epoch

BAILLIE GIFFORD

Emerging and frontier markets outlook 2026: Super cycle redux

REDWHEEL

Analysis

Quarterly view: Five pressure points to watch in the year ahead

From US to AI to EM, Cherry Reynard picks out the biggest issues facing investors over 2026

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

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

Better business

Alex Funk: Why the MPS market has a structural problem

Platforms remain essential for investors but should no longer dictate how portfolios are built or evolved

Partner zone

GIB ASSET MANAGEMENT

Emerging Markets outlook 2026: Strengthening fundamentals after a constructive 2025

Emerging Markets are entering a phase of renewed opportunity as strengthening fundamentals, improving earnings momentum and easing policy pressures reshape...

BROOKFIELD

European Direct Lending: Early Innings

We believe Europe is still early in its private credit journey, with significant growth ahead. Direct lending has risen to...

RESEARCH AFFILIATES

2025’s Implications for the Future: “Some Like it Hot”?

Investors may want to prepare for a decade of higher nominal rates, fiscal fragility, and episodic volatility. Navigating this next...

PIMCO

Compounding Opportunity in Bonds

Marc Seidner, CIO non-traditional strategies, explains why it isn’t “too late” for bonds.

Choice Words

Choice words

Choice Words: Luke Hyde-Smith co-head of multi-asset at W1M

On four key investment criteria, instilling a more risk-taking culture – and one 'crabby' toddler

17.54 min

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

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