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Analysis

Russ Mould: US assets struggle to break free of ‘Liberation Day’

Global share prices recovered quickly but bonds have not and the dollar has sagged

Analysis

The threat to three pillars of portfolio construction

The geopolitical environment is challenging traditional asset allocation assumptions

Analysis

Monday Club – 30/03/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Gold meets its match’ and ‘Testing resilience’

Video

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

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

Opinion

Private chancer

The chairman of the insignificantly sized investment company TwoHoots Asset Management aims to go public on private credit

Analysis

Iran conflict: High stakes for the global economy

Michaël Nizard and Nabil Milali see three possible outcomes – with very different consequences for investors

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?

Partner zone

Overcoming the Seven Sins of Evergreen Investing

HARBOUR VEST

Emerging markets’ strength comes from within

ROBECO

Spreads May Be Converging Across Public and Private Markets, But Liquidity Is Not

PIMCO

Emerging Markets outlook 2026: Strengthening fundamentals after a constructive 2025

GIB ASSET MANAGEMENT

Analysis

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

Ashok Bhatia: Fixed income opportunities in a mispriced cycle

Central bank divergence is not merely a communications problem – it is also an investment signal

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

Analysis

Hywel Franklin: Europe’s niche champions are ready for the spotlight

Starved of the attention – and thus valuation – they deserve, the tide is turning for European smallcaps

Partner zone

Artemis

The shocks that show valuations could catch up with the US

For well over a decade, going overweight the biggest companies in the US was all global managers needed to do...

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...

ALGEBRIS INVESTMENTS

Global Credit Bullets | Monday, 30th March 2026

Last Monday, President Trump announced that negotiations with Iran were underway, following earlier threats to strike Iranian energy infrastructure. Markets...

POLEN CAPITAL

Focused on the Forces That Matter | Polen Capital

Look up before you look down: structural forces help reveal where durable growth is forming within a disciplined investment process

Choice Words

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

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

Partner Videos

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

Partner Video

Investment views: Emerging markets remain ‘under-appreciated and under-owned’

GIB AM Emerging Markets Active Engagement fund manager Kunal Desai on the importance of AI infrastructure, domestic self-sufficiency and ‘policy...

15:20 min

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

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

Private chancer

The chairman of the insignificantly sized investment company TwoHoots Asset Management aims to go public on private credit