Analysis

Monday Club – 03/02/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘DeepSeek v MagSev’ and ‘UK targets growth’

Mean Reversion Machine

Mean Reversion Machine – GW26: ‘I see dead teams’

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

Analysis

Alternative thinking: Strive for balance not bravado

Downside risk is inevitable, writes Tom May, but unmanageable losses are not

Analysis

Planet MPS: Models of consistency

Andy Parsons digs deeper into the numbers of the top-performing MPS offerings

Analysis

Monday Club – 09/02/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Rebalance of powers’ and ‘Softwar(e)’

Partner zone

What’s the outlook for US high-yield bonds?

BNP PARIBAS ASSET MANAGEMENT

Sustainable investing quarterly update – January 2026

ROYAL LONDON ASSET MANAGEMENT

Scottish Mortgage on the New Growth Epoch

BAILLIE GIFFORD

Emerging and frontier markets outlook 2026: Super cycle redux

REDWHEEL

Mean Reversion Machine

Mean Reversion Machine – GW25: Beware the green-eyed monster

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

Analysis

Boutique Critique: Palm Harbour Global Value

Independently-minded stockpickers are harder to find these days, writes Alex Paget, but they do exist

Analysis

Richard Warne: Cut through the AI, energy and inflation noise

Today’s headlines can be loud and often unsettling but the key for investors is not to overreact

Analysis

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

The week that was, the week that will be – plus, in focus, ‘Three economic clouds for the US’ and...

Partner zone

GIB ASSET MANAGEMENT

Emerging Markets outlook 2026: Strengthening fundamentals after a constructive 2025

Emerging Markets are entering a phase of renewed opportunity as strengthening fundamentals, improving earnings momentum and easing policy pressures reshape...

BROOKFIELD

European Direct Lending: Early Innings

We believe Europe is still early in its private credit journey, with significant growth ahead. Direct lending has risen to...

RESEARCH AFFILIATES

2025’s Implications for the Future: “Some Like it Hot”?

Investors may want to prepare for a decade of higher nominal rates, fiscal fragility, and episodic volatility. Navigating this next...

PIMCO

Compounding Opportunity in Bonds

Marc Seidner, CIO non-traditional strategies, explains why it isn’t “too late” for bonds.

Events

The Wealth Forum Autumn: Coworth Park, Ascot

13th - 14th November 2025 | Berkshire

The Wealth Forum Autumn, Coworth Park, Ascot. A premium event for the UK’s top fund selectors and 10 leading asset...

Events

The Wealth Forum, Coworth Park

5th - 7th March 2025 | Berkshire

The Wealth Forum, Coworth Park, Ascot. A premium event for the UK’s top fund selectors and 10 leading asset managers

Events

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

Analysis

Partner zone

Events

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