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Analysis

Cherry Reynard: Mills’ tone

The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks

Analysis

Monday Club – 17/08/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘T’s bill’ and ‘Benighted kingdom?’

Video

Choice Words: Amanda Sillars, investment manager, Jupiter Merlin team

On capturing catalysts, the power of simplicity and lessons from sailing blindfolded

Analysis

Grégoire Kounowski: The return of US economic interventionism

Growing signs of economic activism may be shaping the contours of a new US doctrine

Analysis

Cherry Reynard: Mills’ tone

The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks

Analysis

Planet MPS: Satisfaction stations

Could the new FCA review alter adviser perceptions of DFMs, asks Andy Parsons

Analysis

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

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

From Compute to Capacity: Why AI Infrastructure Spending May Reshape the SMID-Cap Opportunity

POLEN CAPITAL

The Credit Market Lens: Still Buying America

PIMCO

Why the loss of Segro could be the catalyst UK REITs need

TIME Asset Management

Japanese equities: corporate reform continues to unlock value

POLAR CAPITAL

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

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

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

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?

Partner zone

ABERDEEN INVESTMENTS

Judgement matters when ESG ratings clash

ESG ratings are useful inputs, but conviction requires active judgement.

Natixis Investment Managers

Beyond AI’s disruption: the evolution and future of software

Mirova’s Joe Toscano dives into structural risks and the firms set to capture value. For professional investors only.

ROYAL LONDON ASSET MANAGEMENT

Sustainable Investing quarterly update – July 2026

In his latest video update, Senior Fund Manager, George Crowdy, at Royal London Asset Management, looks at the market environment...

ALLIANZ GLOBAL INVESTORS

10-K filings – reading between the risks

Explore how AI and NLP analyse 10-K risk disclosures to identify changing corporate risks and support systematic equity investing.

Choice Words

Choice words

Choice Words: Amanda Sillars, investment manager, Jupiter Merlin team

On capturing catalysts, the power of simplicity and lessons from sailing blindfolded

20:07 min

Choice words

Choice Words: Harry Merrison, investment manager at Mattioli Woods

On consistency in investment – and client comms – and a stunt-rider’s take on risk management

14:10 min

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

Partner Videos

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?

03:17 min

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

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