Analysis & Opinion

Analysis

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

Mean Reversion Machine

Mean Reversion Machine – GW30: Eki thump

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

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

Analysis

Planet MPS: Apart from the crowd

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

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

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’

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

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...

Choice Words

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

Choice words

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

On four key investment criteria, instilling a more risk-taking culture – and one 'crabby' toddler

17.54 min

Choice words

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

On wealth management’s purpose, a ‘North Star’ mantra and freefall at 30,000 feet

24:46 min

Partner Videos

Partner Video

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

Podcast

Gold is exciting, but what about Silver? Baker Steel’s David Baker, Episode 2

Baker Steel’s David Baker discusses why investors can remain optimistic on the outlook for gold-mining equities – and arguably be...

23:48 min

Partner Video

Investment views: US midcaps are a ‘tremendous fishing pond’ for active investors

Barrow & Hanley head of US equities Mark Giambrone makes the case for an allocation to US midcaps

01:52 min

Analysis & Opinion

Partner zone

Choice Words

Partner Videos

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