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Analysis

The Wealth Connection: Aberdeen’s Fergus McCarthy

On creating an investment culture, the societal impact of real assets and the evolving role of asset management

Analysis

Quarterly view: OK … what next?

The biggest decision now facing investors, writes Cherry Reynard, is the relative weight of the US

Distribution Verve

Distribution Verve: Chris Miles of Capital Group

The current thinking and future plans of heads of distribution at asset management groups

Analysis

Uma Moriarity: Avoiding the obsolescence trap in hard assets

In uncertain markets, ‘HALO’ assets such as real estate are being viewed as a source of stability

Analysis

Monday Club – 27/04/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Emerging force’ and ‘Breeden unease’

Video

Choice Words: Daniel Nilsson, portfolio manager at Isio IM

On identifying a ‘right to win’, guarding against style drift and the best use of active funds

Partner Video

WealthWhys: Why investors should buy value today

RWC Partners UK value fund manager Ian Lance on the case for investing in value – both in general and...

Partner zone

The Credit Market Lens: A market split, but for how long?

PIMCO

Unlocking green, social and sustainability bonds’ full potential

BNP PARIBAS ASSET MANAGEMENT

UK care homes: From defensive to strategic assets

TIME INVESTMENTS

Healthcare: Led by science, driven by returns

POLAR CAPITAL

Analysis

Alternative thinking: Investors are shifting from ‘SAA’ to ‘TPA’

Liquid alternatives offer flexible, scalable access to a broader set of return drivers, writes Tom May

Analysis

Michaël Nizard: Ceasefire shows realities of ‘financialised’ world

Worst may have been avoided but tactical pause must now become genuine exit from crisis

Better business

AI of the beholder: Applying AI to fixed income analysis

AI models can capture reality better than traditional ones, writes Giovanni Beliossi, but are harder to interpret

Analysis

Planet MPS: About the size of it

AUM figures are crucial for due-diligence , says Andy Parsons, so why can they be tough to find?

Partner zone

REDWHEEL

Beyond ‘Quality at any price’

As 2025 ended, Quality stocks were in the grip of their worst period of relative underperformance in 20 years.

ROBECO

The curious case of Fama-French: where does alpha come from?

In this podcast, we unpack the gap between theory and practice, and what it reveals about the evolution of quant...

Natixis Investment Managers

Echoes: Durable growth still exists for the patient and diligent

With a career in equities investing that extends beyond three decades, Loomis Sayles’ Aziz Hamzaogullari knows more than most about...

FIRST EAGLE INVESTMENTS

Riding the Small Cap Earnings Rebound

Head of the Small Cap team and Portfolio Manager Bill Hench explains how earnings growth momentum has fueled small cap...

Choice Words

Choice words

Choice Words: Daniel Nilsson, portfolio manager at Isio IM

On identifying a ‘right to win’, guarding against style drift and the best use of active funds

18:45 min

Choice words

Choice Words: Ben Yearsley, co-founder of Fairview Investing

On simplicity in client comms, investment red (and green) flags – and TV perfection

19:15 min

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

Partner Videos

Partner Video

WealthWhys: Fabio Di Giansante, portfolio manager at Natixis affiliate DNCA Finance

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

04:27 min

Partner Video

Investment views: Active management can help bond investors on 2026 ‘tightrope’

GIB AM head of fixed income Samantha Lamb on the importance of active management in the current environment

20:37 min

Partner Video

WealthWhys: Anita Patel, investment specialist at Capital Group

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

05:42 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 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.

Alternatives Working Lunch

15th September 2026 | Pan Pacific Hotel, London

A specialist event bringing together investment experts to debate the future of this exciting sector.

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