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Analysis
Risk, scenarios, oil price – three investment takes on Iran conflict
Liontrust’s John Husselbee, EDR’s Michaël Nizard and Quilter Cheviot’s Maurizio Carulli
Mean Reversion Machine
Mean Reversion Machine – GW29: Value chained
A regular excuse to use fantasy football as a metaphor for portfolio management
Monday Club – 09/03/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Panic v reality’ and ‘Spring brake’
Better business
Gianluca Berghella: Break down the walls of fund management’s siloes
Data integration can address poor traceability, data quality and compliance concerns
Partner zone
Overcoming the Seven Sins of Evergreen Investing
HARBOUR VEST
Investing in private growth companies
BAILLIE GIFFORD
Material Matters: Digging into Commodities
PIMCO
Emerging and frontier markets outlook 2026: Super cycle redux
REDWHEEL
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
Cherry Reynard: Passive resistance
Active may have long been out in the cold but there are signs investors are remembering the case for stockpickers
Alternative thinking: Strive for balance not bravado
Downside risk is inevitable, writes Tom May, but unmanageable losses are not
Boutique Critique: Palm Harbour Global Value
Independently-minded stockpickers are harder to find these days, writes Alex Paget, but they do exist
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...
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
KEYRIDGE ASSET MANAGEMENT
Macro Matters: The 5 Minute Weekly
With Mike Willans and Bimal Patel. What are the big themes shaping markets?
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: 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: 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
More choice words videos
Watch: Choice Words: James Klempster, deputy head of multi-asset at Liontrust
Watch: Choice Words: Dean Cheeseman – MD of client investment solutions at Mattioli Woods
Watch: Choice Words: Chris Metcalfe, CIO of IBOSS and Kingswood
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
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.
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
