Newsletter sign-up
Better business
Preya Patel: Tackling the hidden MPS tax headache
Excess reportable income is a risk for advisers – and is likely to become a bigger problem as the use...
Analysis
Monday Club – 05/05/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘US v Europe’ and ‘Hundred up’
Andy Parsons: Active or passive? That is the question
Data analysis can raise as many questions as it answers but even then, says Andy Parsons, good data can help
Video
Choice Words: Simon Evan-Cook, manager at Downing Fox Funds
On journeys heroic and unheroic, manager red flags and ‘dishwasher-proof’ assets
Partner zone
The shocks that show valuations could catch up with the US
Artemis
When risks collide: the case for diversifying via liquid alternatives
Aviva Investors
On the Minds of Investors – Rethinking equity income in volatile markets
J.P. Morgan Asset Management
DoorDash: delivering the goods
Baillie Gifford
Absolute Insight: Cutting through the noise around absolute return
Absolute return is essential for the new investment reality, writes Ian Willing
Opinion
Tariffying prospect
The chairman of the insignificantly sized investment company TwoHoots Asset Management talks U-turns and E-turns
Quarterly view: Eyes on the horizon
As investors batten down hatches in the tariffs storm, Cherry Reynard looks to the longer term for signs of hope
Fly on the Wall: Artemis US Smaller Companies
The Adviser Centre lets Julian Marr attend one of their fund manager meetings – as long as he keeps quiet
Baker Steel
Gold Special with Baker Steel, Episode 1: David Baker
The Midas Touch? With Gold at an all-time high, Baker Steel's David Baker shares how investors can best gain exposure...
Capital Group
Five growth themes for the next five years
While investors are not bailing on Big Tech, many are concerned about concentration risk and excessive exposure to these companies...
Comgest
Deep opportunities for growth in Japan
Comgest’s Richard Kaye explains why he believes Japan is one of the most exciting markets and how investors can benefit...
Gresham House
Gresham House launches £50 million share offer for Baronsmead VCTs
The Baronsmead Venture Trust plc and the Baronsmead Second Venture Trust plc (the Baronsmead VCTs), managed by Gresham House, have...
Choice words
26:49 min
Choice Words: Steve Brann, CIO, Apollo Multi Asset Management
On the attractions of absolute return, identifying a manager’s edge and steering clear of baby rhinos
18:01 min
Choice Words: Uwe Ketelsen, head of portfolio management at 7IM
On politics as two-edged sword, greater clarity in responsible investing and being in Berlin the day after the Wall fell
24:54 min
More choice words videos
Watch: Choice Words: Alex Funk, chief investment officer at PortfolioMetrix
Watch: Choice Words: Jake Moeller, assoc. director, responsible investment, Square Mile
Watch: Choice Words: Dan Kemp, chief research and investment officer at Morningstar
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: ‘We very much look at alpha – and alpha is unbiased’
Canada Life fund manager Bimal Patel on delivering a positive customer journey through global equities
03:41 min
Gold & Precious Metals Special, with Baker Steel’s David Baker. Episode 1: Investing in gold
Baker Steel’s David Baker discusses the extraordinary recent run in the gold price and what it means for gold-mining equities.
26:29 min
Events
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...
The Wealth Forum Dublin: The Merrion Hotel
18th September 2025 | Dublin
The Wealth Forum: Dublin, The Merrion: A premium event for top fund selectors from Ireland.
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...
23:48 min listen
Word to the wise