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Analysis
Monday Club – 02/03/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘HALO’s effect’ and ‘AI questions’
Video
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’
Risk, possible scenarios, oil price – three takes on the investment implications of the Iran conflict
Liontrust’s John Husselbee, EDR’s Michaël Nizard and Quilter Cheviot’s Maurizio Carulli
Seth Laughlin: Why 2026 should prove a strong year for REITS
‘Next-generation’ property has fundamentally reshaped the real estate investment trust landscape
Partner zone
Overcoming the Seven Sins of Evergreen Investing
HARBOUR VEST
Multi asset quarterly update – January 2026
ROYAL LONDON ASSET MANAGEMENT
Can broadening growth redefine emerging markets?
POLAR CAPITAL
Strike whilst the iron is hot
REDWHEEL
James Bilson: What will bond markets make of the new Fed chair?
Key considerations for bond portfolio positioning in the wake of Kevin Warsh’s nomination
Cherry Reynard: Passive resistance
Active may have long been out in the cold but there are signs investors are remembering the case for stockpickers
Alternative thinking: Strive for balance not bravado
Downside risk is inevitable, writes Tom May, but unmanageable losses are not
Boutique Critique: Palm Harbour Global Value
Independently-minded stockpickers are harder to find these days, writes Alex Paget, but they do exist
GIB ASSET MANAGEMENT
Emerging Markets outlook 2026: Strengthening fundamentals after a constructive 2025
Emerging Markets are entering a phase of renewed opportunity as strengthening fundamentals, improving earnings momentum and easing policy pressures reshape...
FIRST EAGLE INVESTMENTS
The Small Idea: Everything Old Is New Again
Oh, for the good old days when fundamentals were king.
TIKEHAU CAPITAL
Macroeconomic and Investment Outlook
The year 2025 was characterised by relatively linear growth in risk assets, accompanied by remarkably low volatility,except for the spike...
PIMCO
The AI-Driven Productivity Tide May Not Lift All Boats
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
Choice words
14:49 min
Choice Words: Luke Hyde-Smith co-head of multi-asset at W1M
On four key investment criteria, instilling a more risk-taking culture – and one 'crabby' toddler
17.54 min
Choice Words: Paul Angell, head of investment research, AJ Bell
On wealth management’s purpose, a ‘North Star’ mantra and freefall at 30,000 feet
24:46 min
More choice words videos
Watch: Choice Words: James Klempster, deputy head of multi-asset at Liontrust
Watch: Choice Words: Dean Cheeseman – MD of client investment solutions at Mattioli Woods
Watch: Choice Words: Chris Metcalfe, CIO of IBOSS and Kingswood
Partner Video
WealthWhys: Xiadong Bao, co-lead, EDRF Big Data strategy at Edmond de Rothschild
The three questions all investors should be able to answer: Why this strategy? Why now? Why pick it over its...
06:51 min
Podcast
Gold is exciting, but what about Silver? Baker Steel’s David Baker, Episode 2
Baker Steel’s David Baker discusses why investors can remain optimistic on the outlook for gold-mining equities – and arguably be...
23:48 min
Investment views: US midcaps are a ‘tremendous fishing pond’ for active investors
Barrow & Hanley head of US equities Mark Giambrone makes the case for an allocation to US midcaps
01:52 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.
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
Tale of two Nicks
The chairman may have called it a year but someone is still putting in a shift at TwoHoots Asset Management
