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Analysis

Monday Club – 07/09/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Tick, tick, tick’ and ‘Mixed messages’

Analysis

Planet MPS: Perfect harmony

MPS and multi-asset should be able to live side-by-side in centralised propositions, writes Andy Parsons

Mean Reversion Machine

Mean Reversion Machine – GW03: Mea Cuyper

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

Analysis

Ashok Bhatia: What can bond investors take from Jackson Hole?

This was Fed chair Kevin Warsh’s clearest platform yet to address important market questions

Analysis

Monday Club – 07/09/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Tick, tick, tick’ and ‘Mixed messages’

Video

Choice Words: Jo Benson, investment manager at P1

On identifying fund ‘gems’, obscure accountability and an uninvited houseguest

Analysis

Cherry Reynard: Mills’ tone

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

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

AI debt levels and the Eureka moment for credit markets

POLAR CAPITAL

Digital resilience in the era of AI

ALLIANZ GLOBAL INVESTORS

Finding Relative Value in Today’s Credit Markets

PIMCO

The Investment Outlook (Q3 2026) – Introduction

ABERDEEN INVESTMENTS

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

ROYAL LONDON ASSET MANAGEMENT

Knowing when to change your mind

Artificial intelligence is evolving fast, reshaping how investors assess long-term value creation. At the same time a new prime minister...

WELLINGTON MANAGEMENT

AI-driven market dispersion favors active selectivity

Markets may seem calm on the surface, but a different picture is emerging underneath. While headline volatility remains low and...

TIME Asset Management

Five years of property: From market reset to renewed opportunity

Discover how the property market has evolved over the past five years and what today's environment could mean for investors.

ALGEBRIS INVESTMENTS

Global Credit Bullets | Monday, 7th September 2026

The US added 162,000 jobs, triggering a moderately hawkish repricing of US assets. The bar for a rate hike may...

Choice Words

Choice words

Choice Words: Jo Benson, investment manager at P1

On identifying fund ‘gems’, obscure accountability and an uninvited houseguest

16:22 min

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

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