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Video

Choice Words: Tom McGrath, CIO at 8AM Global

On ‘naïve optimism v pragmatic cynicism’, life-changing advice and a strange Korea move

Analysis

Gill Hutchison: Never say never again

High yield and active management - reflections on a month of fund manager meetings

Analysis

Monday Club – 02/11/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘AnthrIPOc’ and ‘Budget in beige’

Analysis

Mark Hawtin: Planes, trains and AI models

The AI capex boom is less like the early-1900s railroad excess than the 1980s airline-financing bubble

Video

Choice Words: Tom McGrath, CIO at 8AM Global

On ‘naïve optimism v pragmatic cynicism’, life-changing advice and a strange Korea move

Video

Kevin Thozet: ‘Higher bond yields feed into higher bond yields’

On the investment implications of the current economic outlook – plus the UK’s ‘fiscal loop’

Analysis

Mean Reversion Machine – GW09: Palmer sham

A regular excuse to use fantasy football as a metaphor for portfolio management

Partner Video

WealthWhys: Callum Abbot, portfolio manager at J. P. Morgan AM on UK equities

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

Partner zone

Review of markets over October 2026

J.P. MORGAN ASSET MANAGEMENT

Humanoid robots in China

ALLIANZ GLOBAL INVESTORS

Quant chart: Asian hardware stocks show big gains and big swings

ROBECO

Reform meets reflation: Japan’s structural opportunity

POLAR CAPITAL

Analysis

The Wealth Connection: Guinness Global Investors’ Edward Guinness

On ‘building blocks’, building brand and building assets

Analysis

Cherry Reynard: Mills’ tone

The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks

Analysis

Marion Le Morhedec: The strategic case for fixed income grows stronger

The near-term backdrop remains challenging but higher yields are improving prospective returns

Analysis

Alvaro Peró Gala: Understanding the ‘Great Global Restructuring’ – Part 2

A strategic framework for investors – focusing this time on US debt sustainability; and the impact of regulation

Partner zone

PIMCO

Quality, Liquidity, and Yield in Agency Mortgages

Agency mortgage spreads remain unusually wide, creating attractive opportunities in high-quality fixed income. Portfolio Manager Daniel Hyman discusses where active...

ABERDEEN INVESTMENTS

Enhanced Index: why three investment factors can be better than one

Value, quality and momentum combine to give investors a fuller view of a company

ROYAL LONDON ASSET MANAGEMENT

Bond navigators: Secured bonds – capturing credit conviction

Secured credit has long sat at the heart of Royal London Asset Management’s differentiated approach to fixed income investing. At...

BAILLIE GIFFORD

Scottish Mortgage: Portfolio Update Q3 2026

Investment specialist Hamish Maxwell explores AI's new industrial age, the importance of founder-led companies and how new opportunities are reshaping...

Choice Words

Choice words

Choice Words: Tom McGrath, CIO at 8AM Global

On ‘naïve optimism v pragmatic cynicism’, life-changing advice and a strange Korea move

19.00 min

Choice words

Choice Words: Alex Harvey, senior portfolio manager at Momentum Global IM

On competition for capital, a margin of safety and ‘morphing’ liquidity

15:46 min

Choice words

Choice Words: Bevan Blair, CIO at One Four Nine Portfolio Management

On evolving manager selection, two sides to AI and a true appreciation of New Zealand garage

37:27 min

Partner Videos

Partner Video

WealthWhys: Callum Abbot, portfolio manager at J. P. Morgan AM on UK equities

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

02:00 min

Partner Video

WealthWhys: Richard Kaye, portfolio manager, Comgest – on Japan equities

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

06:23 min

Partner Video

WealthWhys: David Walsh, Head of Investments, RQI Investors

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

03:17 min

Events

The Wealth Forum Southwest

15th - 16th October 2026 | The Royal Crescent Hotel, Bath

Debate. Insights. Networking — join us and our leading asset manager partners in the Southwest.

The Wealth Forum Scotland

16th September 2026 | The Balmoral, Edinburgh

Connecting senior fund selectors for dynamic investment insights, expert speakers and lively debate.

The Wealth Forum Dublin

17th September 2026 | The Merrion Hotel, Dublin

In-depth investment intelligence, standout speakers, and high‑level networking - the wealth event you need to attend.

Boutiques Briefing

22nd September 2026 | The Eight Club, London

Unlock the power of targeted investing with a range of leading specialist boutiques.

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