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Analysis

Monday Club – 08/06/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Secure line’ and ‘Semis detached’

Video

Choice Words: Rob Harrison, head of systematic and ESG at Progeny

On corporate earnings resilience, fund consistency and the rise of systematic investing

Distribution Verve

Distribution Verve: Neil Brown of Portfolio Thinking

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

Analysis

Alternative thinking: Who you gonna call?

Tom May explains the growing appeal of autocallables in modern portfolios

Better business

What does targeted support mean for financial advisers?

Will the regime eat the profession’s lunch, asks Cherry Reynard, or is it a new opportunity?

Mean Reversion Machine

Mean Reversion Machine – Season’s bleatings

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

Partner Video

WealthWhys: Megan Galligan, global industry analyst at Wellington Management

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

Partner zone

Bonds in Brief: Making Sense of the Macro — March issue

WELLINGTON MANAGEMENT

How has quant investing evolved over time?

FEDERATED HERMES

Supply Shocks and AI-Related Demand Blur Inflation Signals for the Fed

PIMCO

The full scale of the AI opportunity – the $44trn wage bill

POLAR CAPITAL

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

Analysis

Quarterly view: OK … what next?

The biggest decision now facing investors, writes Cherry Reynard, is the relative weight of the US

Analysis

Planet MPS: Winners disclosure

Andy Parsons runs through the winners of the 2026 Defaqto MPS Comparator Awards

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

Partner zone

POLEN CAPITAL

Re-Thinking Volatility in Small Cap | Polen Capital

What if volatility is the opportunity? See how small cap dispersion can create compelling opportunities for active management.

ALGEBRIS INVESTMENTS

Global Credit Bullets | Monday, 8th June 2026

The latest round of macro data has reinforced a clear divergence between the US and the rest of the world....

TIME INVESTMENTS

Alternative Lens | Zooming in on life essentials

Join our latest webinar as we explore sectors that deliver day to day “life essentials”, and discuss what makes them...

PIMCO

Supply Shocks and AI-Related Demand Blur Inflation Signals for the Fed

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

Choice Words

Choice words

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

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

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 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

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