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Analysis
Boutique Critique: Iridian US Corporate Change
Redemption arcs are rare in fund management, writes Alex Paget, but this is one
Monday Club – 12/10/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘EMD’s anomaly’ and ‘Diesel words’
Video
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
Distribution Verve
Distribution Verve: Stuart White of Impax Asset Management
The current thinking and future plans of heads of distribution at asset management groups
Planet MPS: Falling apart at the themes?
What might MPS managers have against thematic funds? Andy Parsons takes a closer look
Mean Reversion Machine – GW06: Gross negligence
A regular excuse to use fantasy football as a metaphor for portfolio management
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?
Partner zone
Brazil votes: a coin-toss election and a fiscal bill that can’t wait
ABERDEEN INVESTMENTS
The Credit Market Lens: Hyperscalers Are Repricing, Not Displacing (So Far)
PIMCO
Secrets of success – what Jannik Sinner and Best Styles have in common
ALLIANZ GLOBAL INVESTORS
AI’s growing influence on fixed income markets
BNP PARIBAS ASSET MANAGEMENT
The Wealth Connection: Guinness Global Investors’ Edward Guinness
On ‘building blocks’, building brand and building assets
Cherry Reynard: Mills’ tone
The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks
Marion Le Morhedec: The strategic case for fixed income grows stronger
The near-term backdrop remains challenging but higher yields are improving prospective returns
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
ROYAL LONDON ASSET MANAGEMENT
The Viewpoint: Living forwards, investing backwards
There is a saying that life can only be understood backwards; but it must be lived forwards.
POLAR CAPITAL
Bessent: Does the House really always win?
Jack Deegan, Fund Manager of the Polar Capital Global Financials Team, explains why US Treasury Secretary Scott Bessent's claim to...
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...
ROBECO
A golden era for equities in an age of crisis
Global equity markets are being sustained by record earnings and strong economic growth in the US and emerging markets, but...
Choice words
37:27 min
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: James Richards, chartered wealth manager at Walker Crips
On narrow markets, the pursuit of quality and catching the investment bug
10:19 min
More choice words videos
Watch: Choice Words: Jo Benson, investment manager at P1
Watch: Choice Words: Amanda Sillars, investment manager, Jupiter Merlin team
Watch: Choice Words: Harry Merrison, investment manager at Mattioli Woods
06:23 min
WealthWhys: David Walsh, Head of Investments, RQI Investors
03:17 min
WealthWhys: Shane Kelly, fund manager at M&G Investments
04:07 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.
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