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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

Analysis

Monday Club – 03/08/26: Your weekly Wealthwise digest

The week that was, the week that will be. Plus, in focus, ‘AI v FI’ and ‘Lost in the Warsh’

Analysis

Clive Beagles: Why UK equities remain hugely mispriced

The UK should be viewed through the lens of current positioning, not past performance

Video

Choice Words: Harry Merrison, investment manager at Mattioli Woods

On consistency in investment – and client comms – and a stunt-rider’s take on risk management

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

Analysis

To spend or not to spend – that is the AI question

AI hyperscalers have a tightrope to tread when updating the market in the coming weeks, writes Richard Scrope

Analysis

Quarterly view: Inflation, inflation, inflation

Global markets survived a gruelling Q2 but, writes Cherry Reynard, big challenges persist

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?

Partner zone

Wellington Absolute Return Global Equity Fund

WELLINGTON MANAGEMENT

The Witt

ABERDEEN INVESTMENTS

Sustainable Investing: Looking Beyond the Scorecard

PIMCO

AI, memory and recent market volatility

POLAR CAPITAL

Analysis

Absolute Insight: Why bonds ‘must try harder’

Ian Willings offers half-year report cards for two very different ‘classes’ of investment – bonds and absolute return

Analysis

Is £1bn now the magic number for investment trusts?

Cherry Reynard takes a closer look at whether trusts should aim for scale or specialism

Analysis

Caroline Gauthier: Europe sits at the heart of four supercycles

Future major cycles could be rooted in the physical world where Europe has real strengths

Better business

What does targeted support mean for financial advisers?

Will the regime eat the profession’s lunch, asks Cherry Reynard, or is it a new opportunity?

Partner zone

J.P. MORGAN ASSET MANAGEMENT

Monthly Market Review

A summary of factors driving markets over the last month, covering the global economy as well as major asset classes,...

FIRST EAGLE INVESTMENTS

2Q26 Small Cap Market Overview

Smaller stocks surged in the second quarter as easing Middle East tensions buoyed investor confidence.

FEDERATED HERMES

Global equities: What does risk look like today?

Building on our 2022 edition of Equitorial – ‘What price risk?’ – the Global Equities team revisits its MultiFRAME risk...

ROYAL LONDON ASSET MANAGEMENT

Navigating an uncertain world

Against an unpredictable geopolitical backdrop, lofty technology valuations and high developed world government debt burdens, investors face serious challenges in...

Choice Words

Choice words

Choice Words: Harry Merrison, investment manager at Mattioli Woods

On consistency in investment – and client comms – and a stunt-rider’s take on risk management

14:10 min

Choice words

Choice Words: Dan Boardman-Weston, CEO of BRI Wealth Management

On private markets, better client outcomes and improving financial literacy

23:13 min

Choice words

Choice Words: Ben Conway, head of fund management at Hawksmoor IM

On the future of wealth management, upfront client comms and championing investment trusts

26:18 min

Partner Videos

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

Partner Video

WealthWhys: Shane Kelly, fund manager at M&G Investments

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

04:07 min

Partner Video

WealthWhys: Alexandra Ralph, senior fund manager at Nedgroup Investments

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

02:23 min

Events

The Wealth Forum Channel Islands

4th June 2026 | Radisson Blu Waterfront Hotel, Jersey

The premier investment forum where top wealth minds debate, discover and connect.

The Wealth Forum Summer

25th - 26th June 2026 | Coworth Park, Ascot

A premium investment summit where you stay well-connected and leave wealth-directed.

Boutiques Briefing

22nd September 2026 | The Eight Club, London

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

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

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