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Analysis

Monday Club – 21/09/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Refiner points’ and ‘Dot, dot, dot’

Analysis

The Wealth Connection: Guinness Global Investors’ Edward Guinness

On ‘building blocks’, building brand and building assets

Analysis

Alternative thinking: The next evolutionary step for ETFs

ETFs are shifting focus from market exposure to portfolio outcomes, writes Tobias Lazar

Mean Reversion Machine

Mean Reversion Machine – GW05: Good to go?

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

Analysis

Monday Club – 21/09/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Refiner points’ and ‘Dot, dot, dot’

Analysis

JB Beckett: Engineering absolute journeys, not black boxes

Absolute return strategies allow advisers to build synthetic smoothing portfolios with tools they already understand

Video

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

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

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

The other bull market: Frontier markets continue to climb

REDWHEEL

CIO Outlook – Looking ahead to 2027

TIKEHAU CAPITAL

Five years of property: From market reset to renewed opportunity

TIME Asset Management

Alignment in the Time of Dispersion: Introducing Syzygy Asset Management

SYZYGY ASSET MANAGEMENT

Analysis

Cherry Reynard: Mills’ tone

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

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

Grégoire Kounowski: The return of US economic interventionism

Growing signs of economic activism may be shaping the contours of a new US doctrine

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

Partner zone

Natixis Investment Managers

No disruption to the post-Covid commodities boom

Alexandre Carrier (DNCA): Why uncertainties don't dull investor interest in commodities. For professional investors only.

PIMCO

How to Stop Chasing Headlines and Build More Resilient Portfolios

In a world of constant headlines, how can investors separate signal from noise? In this episode of Fixing Your Interest,...

ORBIS INVESTMENTS

Looking within AI: different players, different outcomes

Exploring the nuanced competitive dynamics within the AI eco-system.

KEYRIDGE ASSET MANAGEMENT

Introducing Systematic Equity

Discover how systematic equity combines active investment insight with the transparency, efficiency and risk controls of passive investing. By applying...

Choice Words

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

Choice words

Choice Words: Jo Benson, investment manager at P1

On identifying fund ‘gems’, obscure accountability and an uninvited houseguest

16:22 min

Choice words

Choice Words: Amanda Sillars, investment manager, Jupiter Merlin team

On capturing catalysts, the power of simplicity and lessons from sailing blindfolded

20:07 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 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