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Analysis

Boutique Critique: Coeli European

Alex Paget outlines the qualities that can separate the best fund managers from the rest

Analysis

Felix Wintle: Why US inflation has already peaked

The prevailing narrative may say two rate hikes but the market is now suggesting cuts are much more likely

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

Analysis

Jeneiv Shah: When energy shocks reach the dinner table

The long-term challenge of producing sufficient, affordable and sustainable food is growing in significance

Analysis

Boutique Critique: Coeli European

Alex Paget outlines the qualities that can separate the best fund managers from the rest

Analysis

Monday Club – 29/06/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Small beginnings’ and ‘Tech wobbles’

Analysis

Is £1bn now the magic number for investment trusts?

Cherry Reynard takes a closer look at whether trusts should aim for scale or specialism

Partner Video

WealthWhys: Shane Kelly, fund manager at M&G Investments

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

Partner zone

Alternative Lens | Zooming in on life essentials

TIME INVESTMENTS

Key Takeaways From PIMCO’s Sustainable Investing Report 2025

PIMCO

The Algebris View | Financial Credit: The Risk-Reward Remains Attractive

ALGEBRIS INVESTMENTS

Why EME now?

M&G INVESTMENTS

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

BNP PARIBAS ASSET MANAGEMENT

Why technology is the cornerstone of European strategic autonomy

As Europe aims to grow its economy while safeguarding its own interests, it is placing greater focus – and investment...

BAILLIE GIFFORD

How Affirm Is Changing the Way We Pay

Buy now, pay later is reshaping the way people spend. In the latest Scottish Mortgage podcast, fintech pioneer Max Levchin...

POLEN CAPITAL

When a Theme Becomes Investable: Electrification in Practice

A theme is not the risk. How you interpret it, and when you act on it, is.

J.P. MORGAN ASSET MANAGEMENT

Guide to the markets

The Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts...

Choice Words

Choice words

Choice Words: Ben Conway, head of fund management at Hawksmoor IM

On the future of wealth management, upfront client comms and championing investment trusts

26:18 min

Choice words

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

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

Partner Videos

Partner Video

WealthWhys: Alexandra Ralph, senior fund manager at Nedgroup Investments

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

02:23 min

Partner Video

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

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?

01:45 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