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Analysis

Gill Hutchison: Never say never again

High yield and active management - reflections on a month of fund manager meetings

Analysis

Monday Club – 02/11/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘AnthrIPOc’ and ‘Budget in beige’

Analysis

Mark Hawtin: Planes, trains and AI models

The AI capex boom is less like the early-1900s railroad excess than the 1980s airline-financing bubble

Analysis

Mean Reversion Machine – GW09: Palmer sham

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

Analysis

Gill Hutchison: Never say never again

High yield and active management - reflections on a month of fund manager meetings

Video

Kevin Thozet: ‘Higher bond yields feed into higher bond yields’

On the investment implications of the current economic outlook – plus the UK’s ‘fiscal loop’

Video

Choice Words: Alex Harvey, senior portfolio manager at Momentum Global IM

On competition for capital, a margin of safety and ‘morphing’ liquidity

Partner Video

WealthWhys: Richard Kaye, portfolio manager, Comgest – on Japan equities

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

Partner zone

The Credit Market Lens: The Other Side of Higher Yields

PIMCO

Divided into three: French government bonds and French banks

POLAR CAPITAL

Short-dated credit: income without the rate call

ABERDEEN INVESTMENTS

Divided into three: French government bonds and French banks

POLAR CAPITAL

Analysis

The Wealth Connection: Guinness Global Investors’ Edward Guinness

On ‘building blocks’, building brand and building assets

Analysis

Cherry Reynard: Mills’ tone

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

Analysis

Marion Le Morhedec: The strategic case for fixed income grows stronger

The near-term backdrop remains challenging but higher yields are improving prospective returns

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 zone

ROBECO

Quant chart: Asian hardware stocks show big gains and big swings

The AI spending boom may be taking place in US boardrooms, but much of the action is showing up on...

FEDERATED HERMES

The divergent path: the case for Chinese equities

Years of investor pessimism have pushed Chinese equity yields to unusually elevated levels relative to government bonds, creating one of...

ALGEBRIS INVESTMENTS

Global Credit Bullets | 2nd November 2026

On Tuesday, elections for the renewal of House and Senate seats take place in the US, with major prediction markets...

ALLIANZ GLOBAL INVESTORS

Humanoid robots in China

Over recent years, much of the attention on China has focused on macroeconomic challenges, including geopolitical tensions, weakness in the...

Choice Words

Choice words

Choice Words: Alex Harvey, senior portfolio manager at Momentum Global IM

On competition for capital, a margin of safety and ‘morphing’ liquidity

15:46 min

Choice words

Choice Words: Bevan Blair, CIO at One Four Nine Portfolio Management

On evolving manager selection, two sides to AI and a true appreciation of New Zealand garage

37:27 min

Choice words

Choice Words: Ben Gilbert, partner at Sarasin & Partners

On the commoditisation of intellect, dangers of style drift and consolations of philosophy

14:24 min

Partner Videos

Partner Video

WealthWhys: Richard Kaye, portfolio manager, Comgest – on Japan equities

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

06:23 min

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

Events

The Wealth Forum Southwest

15th - 16th October 2026 | The Royal Crescent Hotel, Bath

Debate. Insights. Networking — join us and our leading asset manager partners in the Southwest.

The Wealth Forum Scotland

16th September 2026 | The Balmoral, Edinburgh

Connecting senior fund selectors for dynamic investment insights, expert speakers and lively debate.

The Wealth Forum Dublin

17th September 2026 | The Merrion Hotel, Dublin

In-depth investment intelligence, standout speakers, and high‑level networking - the wealth event you need to attend.

Boutiques Briefing

22nd September 2026 | The Eight Club, London

Unlock the power of targeted investing with a range of leading specialist boutiques.

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