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Monday Club – 13/07/26: Your weekly Wealthwise digest

Analysis

Monday Club – 13/07/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘K v UK’ and ‘What could stall...

Caroline Gauthier: Europe sits at the heart of four supercycles

Analysis

Caroline Gauthier: Europe sits at the heart of four supercycles

Future major cycles could be rooted in the physical world where Europe has real strengths

Planet MPS: Checks and balances

Analysis

Planet MPS: Checks and balances

Cash balances are symptomatic of why the FCA is reviewing the MPS market, argues Andy Parsons

Elliot Farley: The danger of building portfolios around a single macro narrative

Analysis

Elliot Farley: The danger of building portfolios around a single macro narrative

However persuasive the story may appear, the path for investors is unlikely to run smooth

Monday Club – 13/07/26: Your weekly Wealthwise digest

Analysis

Monday Club – 13/07/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘K v UK’ and ‘What could stall...

Choice Words: Ben Conway, head of fund management at Hawksmoor IM

Video

Choice Words: Ben Conway, head of fund management at Hawksmoor IM

On the future of wealth management, upfront client comms and championing investment trusts

Boutique Critique: Coeli European

Analysis

Boutique Critique: Coeli European

Alex Paget outlines the qualities that can separate the best fund managers from the rest


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WealthWhys: Andrew Gill, fund manager, TIME Investments

Partner Video

WealthWhys: Andrew Gill, fund manager, TIME Investments

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

Partner zone

Scale matters: navigating EM oil credit in volatile markets

FEDERATED HERMES

2026 High Yield & Leveraged Loan Mid-Year Review & Outlook

POLEN CAPITAL

Are you positioned for the age of AI?

POLAR CAPITAL

Making flexibility count in today’s corporate credit markets

J.P. MORGAN ASSET MANAGEMENT

Analysis

The Wealth Connection: Aberdeen’s Fergus McCarthy

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

Quarterly view: OK … what next?

Analysis

Quarterly view: OK … what next?

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

Planet MPS: Winners disclosure

Analysis

Planet MPS: Winners disclosure

Andy Parsons runs through the winners of the 2026 Defaqto MPS Comparator Awards

Richard Warne: Step back to consider the bigger picture

Analysis

Richard Warne: Step back to consider the bigger picture

Times like these can be uncomfortable but also reinforce the value of diversification and long-term thinking

Partner zone

AI’s growing influence on fixed income markets

BNP PARIBAS ASSET MANAGEMENT

AI’s growing influence on fixed income markets

The excitement engulfing artificial intelligence has been very much focused on equity markets — with the likes of the tech-heavy...

Why buy good companies?

ROYAL LONDON ASSET MANAGEMENT

Why buy good companies?

In a world of geopolitical tension, rapid innovation and rising costs, long-term investing starts with identifying resilient, well-run companies. By...

The Credit Market Lens: Sharpe Is Back in Emerging Markets

PIMCO

The Credit Market Lens: Sharpe Is Back in Emerging Markets

Why emerging market bonds are delivering the best risk-adjusted returns in fixed income, and what it means for multi-asset portfolios...

How EMD is adapting to the sea of change

M&G INVESTMENTS

How EMD is adapting to the sea of change

Emerging markets are supported by positive growth, fiscal discipline and credible monetary policy. Is now the time to consider EM...

Choice Words

Choice Words: Ben Conway, head of fund management at Hawksmoor IM

Choice words

Choice Words: Ben Conway, head of fund management at Hawksmoor IM

On the future of wealth management, upfront client comms and championing investment trusts

26:18 min

Choice Words: Caroline Shaw, MPS portfolio manager at Fidelity International

Choice words

Choice Words: Caroline Shaw, MPS portfolio manager at Fidelity International

On simplicity, correlations, good and bad AI and appreciating a nice bridge

17:55 min

Choice Words: Rob Harrison, head of systematic and ESG at Progeny

Choice words

Choice Words: Rob Harrison, head of systematic and ESG at Progeny

On corporate earnings resilience, fund consistency and the rise of systematic investing

09:46 min

More choice words videos

Watch: Choice Words: Jordan Sriharan, senior fund manager at Keyridge AM

Watch: Choice Words: Daniel Nilsson, portfolio manager at Isio IM

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

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Partner Videos

WealthWhys: Shane Kelly, fund manager at M&G Investments

Partner Video

WealthWhys: Shane Kelly, fund manager at M&G Investments

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

04:07 min

WealthWhys: Alexandra Ralph, senior fund manager at Nedgroup Investments

Partner Video

WealthWhys: Alexandra Ralph, senior fund manager at Nedgroup Investments

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

02:23 min

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

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

Events

The Wealth Forum Channel Islands

Events

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.

Boutiques Briefing

22nd September 2026 | The Eight Club, London

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

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

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

Private chancer
WEALTH WELL CONNECTED

Investment and wealth creation are inherently long-term endeavours and, at Wealthwise, we believe intelligent coverage of the space – and the professional relationships forged within it – should aspire to a similar timeframe. Wealthwise therefore exists to build constructive, durable connections between the wealth and asset management sectors – both in person and online.

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