Analysis & Opinion

Analysis

Absolute Insight: Beware the ‘Bond Illusion’

Absolute Insight: Beware the ‘Bond Illusion’
Mean Reversion Machine – GW34: Ampadu, du, du

Mean Reversion Machine

Mean Reversion Machine – GW34: Ampadu, du, du

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

Distribution Verve: Chris Miles of Capital Group

Distribution Verve

Distribution Verve: Chris Miles of Capital Group

The current thinking and future plans of heads of distribution at asset management groups

Boutique Critique: Havelock Global Select

Analysis

Boutique Critique: Havelock Global Select

A valuation-driven process ensures disciplined capital allocation over time, writes Alex Paget

Partner zone

A Systematic Lens on Global Equity Opportunities Within Multi-Asset Portfolios

PIMCO

A vision for meeting London’s infrastructure needs

TIME INVESTMENTS

Private Equity: Capitalizing on Private Sector Growth Seminar

BROOKFIELD

25 lessons from 25 years of insurance investing

POLAR CAPITAL

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Monday Club – 20/04/26: Your weekly Wealthwise digest

Analysis

Monday Club – 20/04/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘BIF? BAM! POW!’ and ‘Earning question’

Mean Reversion Machine – GW33: Bubble, bubble, Haaland double

Mean Reversion Machine

Mean Reversion Machine – GW33: Bubble, bubble, Haaland double

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

AI of the beholder: Applying AI to fixed income analysis

Better business

AI of the beholder: Applying AI to fixed income analysis

AI models can capture reality better than traditional ones, writes Giovanni Beliossi, but are harder to interpret

Alternative thinking: Investors are shifting from ‘SAA’ to ‘TPA’

Analysis

Alternative thinking: Investors are shifting from ‘SAA’ to ‘TPA’

Liquid alternatives offer flexible, scalable access to a broader set of return drivers, writes Tom May

Partner zone

From oil shock to commodity revival

REDWHEEL

From oil shock to commodity revival

There have been several oil supply shocks since the 1970s that have caused oil price spikes, often caused by wars...
The curious case of Fama-French: where does alpha come from?

ROBECO

The curious case of Fama-French: where does alpha come from?

In this podcast, we unpack the gap between theory and practice, and what it reveals about the evolution of quant...
Cultivating uncertainty

BAILLIE GIFFORD

Cultivating uncertainty

Tom Slater explains why investing in AI leader Anthropic shows how Scottish Mortgage builds conviction about what we can't yet...
Global Credit Bullets | Monday, 20th April 2025

ALGEBRIS INVESTMENTS

Global Credit Bullets | Monday, 20th April 2025

Markets have pushed back to highs as hopes for a long-lasting understanding in the Middle East become pervasive, with investors...

Choice Words

Choice Words: Daniel Nilsson, portfolio manager at Isio IM

Choice words

Choice Words: Daniel Nilsson, portfolio manager at Isio IM

On identifying a ‘right to win’, guarding against style drift and the best use of active funds

18:45 min
Choice Words: Ben Yearsley, co-founder of Fairview Investing

Choice words

Choice Words: Ben Yearsley, co-founder of Fairview Investing

On simplicity in client comms, investment red (and green) flags – and TV perfection

19:15 min
Choice Words: Gillian Hepburn, head of UK adviser solutions at Vanguard

Choice words

Choice Words: Gillian Hepburn, head of UK adviser solutions at Vanguard

On building trust, never forgetting who the customer is and ‘buying the haystack, not the needle’

14:49 min

More choice words videos

Watch: Choice Words: Luke Hyde-Smith co-head of multi-asset at W1M

Watch: Choice Words: Paul Angell, head of investment research, AJ Bell

Watch: Choice Words: James Klempster, deputy head of multi-asset at Liontrust

Partner Videos

WealthWhys: Fabio Di Giansante, portfolio manager at Natixis affiliate DNCA Finance

Partner Video

WealthWhys: Fabio Di Giansante, portfolio manager at Natixis affiliate DNCA Finance

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

04:27 min

Investment views: Active management can help bond investors on 2026 ‘tightrope’

Partner Video

Investment views: Active management can help bond investors on 2026 ‘tightrope’

GIB AM head of fixed income Samantha Lamb on the importance of active management in the current environment

20:37 min

WealthWhys: Anita Patel, investment specialist at Capital Group

Partner Video

WealthWhys: Anita Patel, investment specialist at Capital Group

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

05:42 min

Recommended

Iran conflict: High stakes for the global economy

Analysis

Iran conflict: High stakes for the global economy

Michaël Nizard and Nabil Milali see three possible outcomes – with very different consequences for investors
AI-generated reputation risk – what wealth managers need to know

Better business

AI-generated reputation risk – what wealth managers need to know

Ignoring the digital narrative is no longer an option for investment professionals, writes Tony McChrystal
Alternative thinking: The liquid route to better diversification

Analysis

Alternative thinking: The liquid route to better diversification

Liquid alternatives help bolster portfolios through uncorrelated sources of return, writes Tom May
AI of the beholder: Using AI in equity portfolio construction

Better business

AI of the beholder: Using AI in equity portfolio construction

Different models can help reduce the gap between information and actionable insight, writes Giovanni Beliossi