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Analysis

Monday Club – 16/03/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Gilts go haywire’ and ‘Holding pattern’

Better business

AI of the beholder: Using AI in equity portfolio construction

Different models can help reduce the gap between information and actionable insight, writes Giovanni Beliossi

Better business

AI-generated reputation risk – what wealth managers need to know

Ignoring the digital narrative is no longer an option for investment professionals, writes Tony McChrystal

Analysis

Planet MPS: Apart from the crowd

Andy Parsons hunts for common factors in this year's Defaqto MPS Comparator Awards shortlists

Partner zone

Overcoming the Seven Sins of Evergreen Investing

HARBOUR VEST

Structured Credit Then and Now: What Investors Want to Know

BROOKFIELD

Middle East Conflict Clouds the Economic Outlook

PIMCO

Emerging Markets outlook 2026: Strengthening fundamentals after a constructive 2025

GIB ASSET MANAGEMENT

Analysis

James Bilson: What will bond markets make of the new Fed chair?

Key considerations for bond portfolio positioning in the wake of Kevin Warsh’s nomination

Analysis

Cherry Reynard: Passive resistance

Active may have long been out in the cold but there are signs investors are remembering the case for stockpickers

Analysis

Alternative thinking: Strive for balance not bravado

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

Analysis

Boutique Critique: Palm Harbour Global Value

Independently-minded stockpickers are harder to find these days, writes Alex Paget, but they do exist

Partner zone

RESEARCH AFFILIATES

Why Value, Quality, and Momentum Belong Together

The Research Affiliates systematic active equity investment process integrates three key signals (value, quality, and momentum) to form a more...

FEDERATED HERMES

China: The year of the fire horse

Improving earnings, an ongoing economic transformation and benign valuations all add up to a positive outlook for the year ahead

ALGEBRIS INVESTMENTS

Global Credit Bullets | Monday, 16th March 2026

The second week of the conflict in Iran reinforced the view that the war may last longer than expected, driving...

VANGUARD

Understanding and meeting clients’ needs

You need to offer a personal and flexible approach to ensure that every client is given the service they are...

Choice Words

Choice words

Choice Words: Gillian Hepburn, head of UK adviser solutions at Vanguard

On building trust, never forgetting who the customer is and ‘buying the haystack, not the needle’

14:49 min

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

Partner Videos

Partner Video

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

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: 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

Events

The Wealth Forum North

14th - 15th May 2026 | The Grand Hotel, York

Be part of the debate at York's leading investment conference for senior fund selectors.

The Wealth Forum Summer

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

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

Dublin Working Lunch

10th March 2026 | The Merrion Hotel, Dublin

Drive the debate and explore industry insights and fund specifics in an exclusive roundtable setting.

The Wealth Forum Spring

19th - 20th March 2026 | Coworth Park, Ascot

The flagship forum for senior fund selectors who look beyond the ordinary.

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

Tale of two Nicks

The chairman may have called it a year but someone is still putting in a shift at TwoHoots Asset Management