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 – GW30: Eki thump

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

Analysis

Planet MPS: Apart from the crowd

Andy Parsons hunts for common factors in this year's Defaqto MPS Comparator Awards shortlists

Analysis

Hywel Franklin: Europe’s niche champions are ready for the spotlight

Starved of the attention – and thus valuation – they deserve, the tide is turning for European smallcaps

Analysis

Monday Club – 09/03/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Panic v reality’ and ‘Spring brake’

Partner zone

Overcoming the Seven Sins of Evergreen Investing

HARBOUR VEST

Structured Credit Then and Now: What Investors Want to Know

BROOKFIELD

Material Matters: Digging into Commodities

PIMCO

Emerging Markets outlook 2026: Strengthening fundamentals after a constructive 2025

GIB ASSET MANAGEMENT

Mean Reversion Machine

Mean Reversion Machine – GW29: Value chained

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

Analysis

Absolute Insight: The triple catalyst for alpha generation

The question now is not whether uncertainty exists, writes Ian Willings, but if portfolios are built to exploit it

Analysis

Risk, scenarios, oil price – three investment takes on Iran conflict

Liontrust’s John Husselbee, EDR’s Michaël Nizard and Quilter Cheviot’s Maurizio Carulli

Analysis

Monday Club – 02/03/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘HALO’s effect’ and ‘AI questions’

Partner zone

ROBECO

Emerging markets’ strength comes from within

The architecture of the global economy is changing with emerging markets (EM) becoming central to global growth, innovation and wealth...

FEDERATED HERMES

China: The year of the fire horse

Improving earnings, an ongoing economic transformation and benign valuations all add up to a positive outlook for the year ahead

ALGEBRIS INVESTMENTS

War in the Middle East: The market enters a new phase of volatility

Key market variable: duration of a US-Israel-Iran conflict. A short clash may mean brief oil volatility and a quick market...

VANGUARD

Understanding and meeting clients’ needs

You need to offer a personal and flexible approach to ensure that every client is given the service they are...

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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