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Analysis

Elliot Farley: The danger of building portfolios around a single macro narrative

However persuasive the story may appear, the path for investors is unlikely to run smooth

Analysis

Boutique Critique: Coeli European

Alex Paget outlines the qualities that can separate the best fund managers from the rest

Analysis

Monday Club – 06/07/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Self-evident truths?’ and ‘Sliding yen’

Analysis

Felix Wintle: Why US inflation has already peaked

The prevailing narrative may say two rate hikes but the market is now suggesting cuts are much more likely

Analysis

Elliot Farley: The danger of building portfolios around a single macro narrative

However persuasive the story may appear, the path for investors is unlikely to run smooth

Video

Choice Words: Ben Conway, head of fund management at Hawksmoor IM

On the future of wealth management, upfront client comms and championing investment trusts

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

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?

Partner zone

Are small caps set for a U-turn?

FEDERATED HERMES

2026 High Yield & Leveraged Loan Mid-Year Review & Outlook

POLEN CAPITAL

Beyond AI: Emerging markets ripe for rethink, not just tech

POLAR CAPITAL

Storage and stability: The new backbone of global power grids

J.P. MORGAN ASSET MANAGEMENT

Analysis

The Wealth Connection: Aberdeen’s Fergus McCarthy

On creating an investment culture, the societal impact of real assets and the evolving role of asset management

Analysis

Quarterly view: OK … what next?

The biggest decision now facing investors, writes Cherry Reynard, is the relative weight of the US

Analysis

Planet MPS: Winners disclosure

Andy Parsons runs through the winners of the 2026 Defaqto MPS Comparator Awards

Analysis

Richard Warne: Step back to consider the bigger picture

Times like these can be uncomfortable but also reinforce the value of diversification and long-term thinking

Partner zone

BNP PARIBAS ASSET MANAGEMENT

AI’s growing influence on fixed income markets

The excitement engulfing artificial intelligence has been very much focused on equity markets — with the likes of the tech-heavy...

WELLINGTON MANAGEMENT

Wellington Asset Allocation Outlook April 2026

This is a monthly snapshot of Wellington Solutions’ asset allocation views as of April 2026. It covers global equities, bonds...

PIMCO

What bond markets want from Andy Burnham

A credible strategy would focus on reducing the deficit over the next two years

M&G INVESTMENTS

The case for EMD in seven questions

Structural shifts, improving fundamentals, strong growth. Find out the factors driving performance of emerging market debt.

Choice Words

Choice words

Choice Words: Ben Conway, head of fund management at Hawksmoor IM

On the future of wealth management, upfront client comms and championing investment trusts

26:18 min

Choice words

Choice Words: Caroline Shaw, MPS portfolio manager at Fidelity International

On simplicity, correlations, good and bad AI and appreciating a nice bridge

17:55 min

Choice words

Choice Words: Rob Harrison, head of systematic and ESG at Progeny

On corporate earnings resilience, fund consistency and the rise of systematic investing

09:46 min

Partner Videos

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

Partner Video

Investment views: Emerging markets remain ‘under-appreciated and under-owned’

GIB AM Emerging Markets Active Engagement fund manager Kunal Desai on the importance of AI infrastructure, domestic self-sufficiency and ‘policy...

15:20 min

Partner Video

WealthWhys: Megan Galligan, global industry analyst at Wellington Management

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

01:45 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