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Analysis

Postcard from Bangkok #1: The drivers of resilience are under strain

Michaël Nizard sends his first of two dispatches from last week’s IMF and World Bank annual meetings

Analysis

Monday Club – 19/10/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Why buy bonds?’ and ‘AI, ay, ay’

Analysis

Quarterly view: Hit the mute button

Investors will need to tune out plenty of market noise this quarter, writes Cherry Reynard

Analysis

Alternative thinking: Theories of evolution

As markets grow more dynamic, argues Jack Roberts, investors should reassess familiar allocations

Analysis

Postcard from Bangkok #1: The drivers of resilience are under strain

Michaël Nizard sends his first of two dispatches from last week’s IMF and World Bank annual meetings

Analysis

Boutique Critique: Iridian US Corporate Change

Redemption arcs are rare in fund management, writes Alex Paget, but this is one

Video

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

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?

Partner zone

Secrets of success – what Jannik Sinner and Best Styles have in common

ALLIANZ GLOBAL INVESTORS

US Small Caps in Focus: 3Q26

FIRST EAGLE INVESTMENTS

Brazil votes: a coin-toss election and a fiscal bill that can’t wait

ABERDEEN INVESTMENTS

Time to reconsider student accommodation?

TIME Asset Management

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

ROYAL LONDON ASSET MANAGEMENT

AI Is Creating Value. Who Gets to Keep It?

As competition in artificial intelligence intensifies, investors face a critical question: who will ultimately capture the value created by this...

PIMCO

Growth Holds, Risks Widen

Powerful long-term shifts in geopolitics and technology are shaping the near-term economic and investment outlook, creating resilience in the baseline...

ALGEBRIS INVESTMENTS

Global Credit Bullets | Monday, 19th October 2026

Last week, we attended the IMF/World Bank meetings in Bangkok. Over the week, we attended more than 60 meetings with...

WELLINGTON MANAGEMENT

Quarterly Asset Allocation Outlook – The rally: Refusing to yield?

Bond yields have risen sharply as stubborn inflation, higher energy prices and debt concerns drive hawkish rate expectations. Yet AI...

Choice Words

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

Choice words

Choice Words: Ben Gilbert, partner at Sarasin & Partners

On the commoditisation of intellect, dangers of style drift and consolations of philosophy

14:24 min

Choice words

Choice Words: James Richards, chartered wealth manager at Walker Crips

On narrow markets, the pursuit of quality and catching the investment bug

10:19 min

Partner Videos

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

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

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