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Analysis
Monday Club – 05/10/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Debt toll’ and ‘French spread’
Planet MPS: Falling apart at the themes?
What might MPS managers have against thematic funds? Andy Parsons takes a closer look
Quality and control
Clinton D’Silva argues the case for a more discerning allocation to quality investments
Cherry Reynard: Billion-dollar maybe
For wealth managers, differentiation still trumps size when considering investment trusts
Video
Choice Words: Ben Gilbert, partner at Sarasin & Partners
On the commoditisation of intellect, dangers of style drift and consolations of philosophy
The Wealth Connection: Guinness Global Investors’ Edward Guinness
On ‘building blocks’, building brand and building assets
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
Bessent: Does the House really always win?
POLAR CAPITAL
How datacentres are reshaping power systems – and what it means for investors
REDWHEEL
Cleared for Take-off: The Aviation Finance Opportunity
PIMCO
Active versus Passive: Bridging the Gap
KEYRIDGE ASSET MANAGEMENT
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
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
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.
ROYAL LONDON ASSET MANAGEMENT
Sustainable investing: Key themes shaping markets
How are trends shaping investment opportunities? Sebastien Beguelin, Senior Fund Manager and Matt Franklin, Senior Fund manager, will provide an...
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
Global income bonds: finding the credit sweet spot
Looking for income? Explore credit’s underappreciated middle ground with us.
Choice words
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
Choice Words: Jo Benson, investment manager at P1
On identifying fund ‘gems’, obscure accountability and an uninvited houseguest
16:22 min
More choice words videos
Watch: Choice Words: Amanda Sillars, investment manager, Jupiter Merlin team
Watch: Choice Words: Harry Merrison, investment manager at Mattioli Woods
Watch: Choice Words: Dan Boardman-Weston, CEO of BRI Wealth Management
03:17 min
WealthWhys: Shane Kelly, fund manager at M&G Investments
04:07 min
WealthWhys: Alexandra Ralph, senior fund manager at Nedgroup Investments
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.
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