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Analysis

Monday Club – 22/06/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Super-cycle me’ and ‘Makerfield or break?’

Video

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

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

Analysis

Tyler Rosenlicht: Welcome to the natural resources ‘era of scarcity’

Why investors are turning to ‘old economy’ companies across energy, metals and agriculture

Analysis

Nabil Milali: White smoke over the Middle East

US/Iran peace details may be hazy but, for investors, all that matters is the reopening of the Strait of Hormuz

Analysis

Monday Club – 22/06/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Super-cycle me’ and ‘Makerfield or break?’

Analysis

Liam Nunn: Why value investors would favour a ‘Panenka’ penalty

As the 2026 World Cup kicks off, value investors should empathise with any footballer who tries a Panenka

Analysis

Justin Thomson: Why markets keep looking through crisis

Three of the five fastest MSCI World recoveries since 1970 have occurred in the past decade

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

Bonds remain a beacon in volatile markets

ABERDEEN INVESTMENTS

Sustainable Investing quarterly update – Q1 2026

ROYAL LONDON ASSET MANAGEMENT

Monthly Market Review

J.P. MORGAN ASSET MANAGEMENT

AI: A sustainability risk and opportunity for long-term investors

BNP PARIBAS 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

PIMCO

Securitization could help plug Europe’s funding gap

Deeper capital markets are essential to the continent’s growth

FEDERATED HERMES

UK money-market funds can offer safe haven amid Middle East fallout

Fears are growing that the UK faces a period of stagflation, where high inflation prevents the BoE from cutting rates...

M&G INVESTMENTS

On the ground in emerging markets: Taiwan

Taiwan’s role at the heart of the AI supply chain has powered economic growth and stock market prominence. How can...

WELLINGTON MANAGEMENT

Markets are underestimating the persistence of inflation

Despite heightened geopolitical uncertainty, the market remains priced for a relatively swift and lasting resolution of the US-Iran conflict and...

Choice Words

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

Choice words

Choice Words: Jordan Sriharan, senior fund manager at Keyridge AM

On pragmatism in multi-asset, ‘red-flag moments’ and an evolving economic background

26:19 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