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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

Analysis

Monday Club – 11/05/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Tunnel vision’ and ‘Local difficulty’

Analysis

Distribution Verve: Rosie Duffell of Trium Capital

The current thinking and future plans of heads of distribution at asset management groups

Video

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

On pragmatism in multi-asset, ‘red-flag moments’ and an evolving economic background

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

Mean Reversion Machine

Mean Reversion Machine – GW36: So Doku? It’s a puzzle

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

Partner Video

WealthWhys: Hiren Dasani, CIO – emerging markets at WhiteOak Capital

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

Partner zone

When Geopolitics Becomes an Economic Input

PIMCO

Global uncertainty gives way to opportunity in bond and equity markets

BNP PARIBAS ASSET MANAGEMENT

Middle East crisis: growth, inflation and monetary policy

Natixis Investment Managers

Is Hormuz the new Fukushima?

REDWHEEL

Analysis

Alternative thinking: Investors are shifting from ‘SAA’ to ‘TPA’

Liquid alternatives offer flexible, scalable access to a broader set of return drivers, writes Tom May

Analysis

Michaël Nizard: Ceasefire shows realities of ‘financialised’ world

Worst may have been avoided but tactical pause must now become genuine exit from crisis

Better business

AI of the beholder: Applying AI to fixed income analysis

AI models can capture reality better than traditional ones, writes Giovanni Beliossi, but are harder to interpret

Analysis

Planet MPS: About the size of it

AUM figures are crucial for due-diligence , says Andy Parsons, so why can they be tough to find?

Partner zone

POLAR CAPITAL

25 lessons from 25 years of insurance investing

Nick Martin reflects on nearly 25 years running the strategy and shares the lessons that have shaped his investment approach.

VANGUARD

Vanguard portfolio support

Creating low-cost, effective and goal-orientated portfolios

ROBECO

Active Quant: A guide to Quant Street

Quant investing is often described in terms that can feel cold or inaccessible: algorithms, models, datasets. But at Robeco, it’s...

TIKEHAU CAPITAL

Inside Tikehau Capital: A Strategic Introduction to Alternative Investments

This video features Raphael Thuin, who provides an introduction to Tikehau Capital and its approach to capital market strategies. Through...

Choice Words

Choice words

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

On pragmatism in multi-asset, ‘red-flag moments’ and an evolving economic background

26:19 min

Choice words

Choice Words: Daniel Nilsson, portfolio manager at Isio IM

On identifying a ‘right to win’, guarding against style drift and the best use of active funds

18:45 min

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

Partner Videos

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

Partner Video

Investment views: Active management can help bond investors on 2026 ‘tightrope’

GIB AM head of fixed income Samantha Lamb on the importance of active management in the current environment

20:37 min

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

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 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.

Alternatives Working Lunch

15th September 2026 | Pan Pacific Hotel, London

A specialist event bringing together investment experts to debate the future of this exciting sector.

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