Newsletter sign-up
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
Future major cycles could be rooted in the physical world where Europe has real strengths
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
However persuasive the story may appear, the path for investors is unlikely to run smooth
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
Alex Paget outlines the qualities that can separate the best fund managers from the rest
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
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?
The biggest decision now facing investors, writes Cherry Reynard, is the relative weight of the US
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
Times like these can be uncomfortable but also reinforce the value of diversification and long-term thinking
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...
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...
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...
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
26:18 min
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
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
WealthWhys: Shane Kelly, fund manager at M&G Investments
04:07 min
WealthWhys: Alexandra Ralph, senior fund manager at Nedgroup Investments
02:23 min
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
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
WealthWhys: Xiadong Bao, co-lead, EDRF Big Data strategy at Edmond de Rothschild
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