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Analysis
Ernest Yeung: Where next for emerging markets investors?
After a strong EM rally, could it be too late to invest? Ernest Yeung argues there is more to come
Video
Choice Words: Ben Gilbert, partner at Sarasin & Partners
On the commoditisation of intellect, dangers of style drift and consolations of philosophy
Better business
Dmitry Konev: Keep it simple
In the first in a short series on portfolio construction, Dmitry Konev extols the virtue of simplicity
Monday Club – 21/09/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Refiner points’ and ‘Dot, dot, dot’
The Wealth Connection: Guinness Global Investors’ Edward Guinness
On ‘building blocks’, building brand and building assets
Salman Ahmed: How long will this US tightening cycle last?
The key macro signal from the latest Fed meeting is inflation will not return to its target until 2029
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
European quality stocks are mispriced not broken
POLAR CAPITAL
Looking within AI: different players, different outcomes
ORBIS INVESTMENTS
The Credit Market Lens: U.S. Corporate Issuers Can Digest Higher Refinancing Costs
PIMCO
Introducing Systematic Equity
KEYRIDGE ASSET MANAGEMENT
Michaël Nizard: A ‘trimaran’ portfolio for speed, stability and endurance
This is not the time to abandon risk assets but to create a portfolio that can navigate several market regimes
Cherry Reynard: Mills’ tone
The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks
Marion Le Morhedec: The strategic case for fixed income grows stronger
The near-term backdrop remains challenging but higher yields are improving prospective returns
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
FEDERATED HERMES
Has China’s property sector turned a corner?
The country's economy has been hampered by fallout from the property crisis but the situation is improving.
ROYAL LONDON ASSET MANAGEMENT
Bonds in focus: Quarterly market and portfolio update
Where next for bond markets? Senior Economist, Melanie Baker, Head of Rates and Cash, Craig Inches and Head of Credit,...
REDWHEEL
The risk of measuring risk: Why high tracking error may be the prudent choice in a concentrated market
Risk, in the world of equity portfolio management, is rarely a simple concept.
ABERDEEN INVESTMENTS
What is short-dated enhanced income? Key investor questions answered
Short-dated enhanced income is a short-maturity bond investing approach. We address the FAQs.
Choice words
14:24 min
Choice Words: James Richards, chartered wealth manager at Walker Crips
On narrow markets, the pursuit of quality and catching the investment bug
10:19 min
Choice Words: Jo Benson, investment manager at P1
On identifying fund ‘gems’, obscure accountability and an uninvited houseguest
16:22 min
More choice words videos
Watch: Choice Words: Amanda Sillars, investment manager, Jupiter Merlin team
Watch: Choice Words: Harry Merrison, investment manager at Mattioli Woods
Watch: Choice Words: Dan Boardman-Weston, CEO of BRI Wealth Management
03:17 min
WealthWhys: Shane Kelly, fund manager at M&G Investments
04:07 min
WealthWhys: Alexandra Ralph, senior fund manager at Nedgroup Investments
02:23 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.
WealthWhys: Xiadong Bao, co-lead, EDRF Big Data strategy at Edmond de Rothschild
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