Homepage - Wealthwise

Distribution Verve

Distribution Verve: Chris Miles of Capital Group

The current thinking and future plans of heads of distribution at asset management groups

Mean Reversion Machine

Mean Reversion Machine – GW34: Ampadu, du, du

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

Analysis

Absolute Insight: Beware the ‘Bond Illusion’

Ian Willings questions why investors continue to cling to the ‘broken shield’ of fixed income allocations

Analysis

Monday Club – 27/04/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Emerging force’ and ‘Breeden unease’

Analysis

Boutique Critique: Havelock Global Select

A valuation-driven process ensures disciplined capital allocation over time, writes Alex Paget

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

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

A Systematic Lens on Global Equity Opportunities Within Multi-Asset Portfolios

PIMCO

UK care homes: From defensive to strategic assets

TIME INVESTMENTS

Private Equity: Capitalizing on Private Sector Growth Seminar

BROOKFIELD

Healthcare: Led by science, driven by returns

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

Beyond ‘Quality at any price’

As 2025 ended, Quality stocks were in the grip of their worst period of relative underperformance in 20 years.

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...

BNP PARIBAS ASSET MANAGEMENT

Unlocking green, social and sustainability bonds’ full potential

The green bond market may have reached maturity, with established issuance patterns and fewer surprises in store, but maturity does...

FIRST EAGLE INVESTMENTS

Riding the Small Cap Earnings Rebound

Head of the Small Cap team and Portfolio Manager Bill Hench explains how earnings growth momentum has fueled small cap...

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