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Mean Reversion Machine
Mean Reversion Machine – GW25: Beware the green-eyed monster
A regular excuse to use fantasy football as a metaphor for portfolio management
Analysis
Boutique Critique: Palm Harbour Global Value
Independently-minded stockpickers are harder to find these days, writes Alex Paget, but they do exist
Distribution Verve
Distribution Verve: Pat Sanderson of Janus Henderson Investors
The current thinking and future plans of heads of distribution at asset management groups
Richard Warne: Cut through the AI, energy and inflation noise
Today’s headlines can be loud and often unsettling but the key for investors is not to overreact
Partner zone
Compounding Opportunity in Bonds
PIMCO
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
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
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
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
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...
TIME INVESTMENTS
Borrowing costs could sweeten the outlook for real assets (Could this go live tomorrow?) Standfirst
With UK inflation stabilising and central bank rates declining, borrowing costs for real assets are improving, supporting stronger investment activity...
TRIUM CAPITAL
The Dot Comm Boom!
A series of linked macro drivers has breathed new life into commodity markets. While the COVID crisis is over and...
FEDERATED HERMES
Emerging markets prove resilient amid rising geopolitical and macro risks
Emerging markets continue to show resilience despite escalating geopolitical tensions. Stronger fundamentals, healthier policy frameworks and attractive valuations reinforce their...
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: 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: 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
More choice words videos
Watch: Choice Words: Dean Cheeseman – MD of client investment solutions at Mattioli Woods
Watch: Choice Words: Chris Metcalfe, CIO of IBOSS and Kingswood
Watch: Choice Words: Jonathan Unwin, UK head of portfolio management for Mirabaud WM
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
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...
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
