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Analysis

Monday Club – 28/09/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Thaw point’ and ‘Borrowed time’

Video

Choice Words: Ben Gilbert, partner at Sarasin & Partners

On the commoditisation of intellect, dangers of style drift and consolations of philosophy

Analysis

Ernest Yeung: Where next for emerging markets investors?

After a strong EM rally, could it be too late to invest? Ernest Yeung argues there is more to come

Better business

Dmitry Konev: Keep it simple

In the first in a short series on portfolio construction, Dmitry Konev extols the virtue of simplicity

Analysis

Monday Club – 28/09/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Thaw point’ and ‘Borrowed time’

Analysis

The Wealth Connection: Guinness Global Investors’ Edward Guinness

On ‘building blocks’, building brand and building assets

Analysis

Salman Ahmed: How long will this US tightening cycle last?

The key macro signal from the latest Fed meeting is inflation will not return to its target until 2029

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?

Partner zone

European quality stocks are mispriced not broken

POLAR CAPITAL

The risk of measuring risk: Why high tracking error may be the prudent choice in a concentrated market

REDWHEEL

The Credit Market Lens: U.S. Corporate Issuers Can Digest Higher Refinancing Costs

PIMCO

From Raw Data to Portfolio

KEYRIDGE ASSET MANAGEMENT

Analysis

Michaël Nizard: A ‘trimaran’ portfolio for speed, stability and endurance

This is not the time to abandon risk assets but to create a portfolio that can navigate several market regimes

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

FEDERATED HERMES

Has China’s property sector turned a corner?

The country's economy has been hampered by fallout from the property crisis but the situation is improving.

Natixis Investment Managers

No disruption to the post-Covid commodities boom

Alexandre Carrier (DNCA): Why uncertainties don't dull investor interest in commodities. For professional investors only.

Janus Henderson Investors

Recovery and reshoring – potential boons for global small caps

Portfolio Manager Nick Sheridan explores how a backdrop of economic recovery, reducing inflation, and significant reshoring activities have collectively created...

ABERDEEN INVESTMENTS

What is short-dated enhanced income? Key investor questions answered

Short-dated enhanced income is a short-maturity bond investing approach. We address the FAQs.

Choice Words

Choice words

Choice Words: Ben Gilbert, partner at Sarasin & Partners

On the commoditisation of intellect, dangers of style drift and consolations of philosophy

14:24 min

Choice words

Choice Words: James Richards, chartered wealth manager at Walker Crips

On narrow markets, the pursuit of quality and catching the investment bug

10:19 min

Choice words

Choice Words: Jo Benson, investment manager at P1

On identifying fund ‘gems’, obscure accountability and an uninvited houseguest

16:22 min

Partner Videos

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

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

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

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