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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

Video

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

Mean Reversion Machine

Mean Reversion Machine – GW33: Bubble, bubble, Haaland double

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

Analysis

Monday Club – 20/04/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘BIF? BAM! POW!’ and ‘Earning question’

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

Better business

The money-knowledge gap quietly costing a generation

April is Financial Literacy Month but, says Scott Stevens, meaningful change rarely stems from campaigns alone

Partner Video

WealthWhys: Why investors should buy value today

RWC Partners UK value fund manager Ian Lance on the case for investing in value – both in general and...

Partner zone

Temporary Disruption – or the Start of a Global Supply Shock?

PIMCO

Alternative Lens: Focusing on property’s next chapter

TIME INVESTMENTS

What’s Going on in Private Credit?

BROOKFIELD

25 lessons from 25 years of insurance investing

POLAR CAPITAL

Analysis

Iran conflict: High stakes for the global economy

Michaël Nizard and Nabil Milali see three possible outcomes – with very different consequences for investors

Analysis

Ashok Bhatia: Fixed income opportunities in a mispriced cycle

Central bank divergence is not merely a communications problem – it is also an investment signal

Better business

AI-generated reputation risk – what wealth managers need to know

Ignoring the digital narrative is no longer an option for investment professionals, writes Tony McChrystal

Analysis

Hywel Franklin: Europe’s niche champions are ready for the spotlight

Starved of the attention – and thus valuation – they deserve, the tide is turning for European smallcaps

Partner zone

REDWHEEL

From oil shock to commodity revival

There have been several oil supply shocks since the 1970s that have caused oil price spikes, often caused by wars...

ROBECO

The curious case of Fama-French: where does alpha come from?

In this podcast, we unpack the gap between theory and practice, and what it reveals about the evolution of quant...

BAILLIE GIFFORD

Investing in private growth companies

Peter Singlehurst on the rationale and structure of The Schiehallion Fund and how it can provide access to exceptional private...

ALGEBRIS INVESTMENTS

Global Credit Bullets | Monday, 20th April 2025

Markets have pushed back to highs as hopes for a long-lasting understanding in the Middle East become pervasive, with investors...

Choice Words

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

Choice words

Choice Words: Gillian Hepburn, head of UK adviser solutions at Vanguard

On building trust, never forgetting who the customer is and ‘buying the haystack, not the needle’

14:49 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 Summer

25th - 26th June 2026 | Coworth Park, Ascot

A premium investment summit where you stay well-connected and leave wealth-directed.

Dublin Working Lunch

10th March 2026 | The Merrion Hotel, Dublin

Drive the debate and explore industry insights and fund specifics in an exclusive roundtable setting.

The Wealth Forum Spring

19th - 20th March 2026 | Coworth Park, Ascot

The flagship forum for senior fund selectors who look beyond the ordinary.

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