Homepage - Wealthwise

Analysis

Monday Club – 20/07/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Defence’s position’ and ‘Meanwhile at No. 11’

Analysis

Absolute Insight: Why bonds ‘must try harder’

Ian Willings offers half-year report cards for two very different ‘classes’ of investment – bonds and absolute return

Video

Choice Words: Dan Boardman-Weston, CEO of BRI Wealth Management

On private markets, better client outcomes and improving financial literacy

Analysis

Alternative thinking: The case for active management in defined return investing

Strategy implementation is fundamental to providing effective outcomes, writes Jack Roberts

Analysis

Monday Club – 20/07/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Defence’s position’ and ‘Meanwhile at No. 11’

Analysis

Caroline Gauthier: Europe sits at the heart of four supercycles

Future major cycles could be rooted in the physical world where Europe has real strengths

Analysis

Planet MPS: Checks and balances

Cash balances are symptomatic of why the FCA is reviewing the MPS market, argues Andy Parsons

Partner Video

WealthWhys: Andrew Gill, fund manager, TIME Investments

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

Partner zone

Investing in opportunity, not the trend

ROYAL LONDON ASSET MANAGEMENT

Wellington Absolute Return Global Equity Fund

WELLINGTON MANAGEMENT

A Sturdier Foundation for Uncertain Markets

PIMCO

How Affirm Is Changing the Way We Pay

BAILLIE GIFFORD

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

Analysis

Elliot Farley: The danger of building portfolios around a single macro narrative

However persuasive the story may appear, the path for investors is unlikely to run smooth

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?

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

Partner zone

J.P. MORGAN ASSET MANAGEMENT

Monthly Market Review

A summary of factors driving markets over the last month, covering the global economy as well as major asset classes,...

Artemis

Four reasons to reconsider your global passive exposure

It has been difficult to argue against the case for a fire-and-forget investment in a global passive fund over the...

ABERDEEN INVESTMENTS

Short Dated Enhanced Income a continuing role three years on

This all-weather bond solution was built to balance three key investment characteristics.

FEDERATED HERMES

Scale matters: navigating EM oil credit in volatile markets

"Spiking high oil prices create regional winners and losers. "

Choice Words

Choice words

Choice Words: Dan Boardman-Weston, CEO of BRI Wealth Management

On private markets, better client outcomes and improving financial literacy

23:13 min

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

Partner Videos

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?

04:07 min

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

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