Analysis & Opinion

Analysis

Absolute Insight: Cutting through the noise around absolute return

Analysis

Quarterly view: Eyes on the horizon

As investors batten down hatches in the tariffs storm, Cherry Reynard looks to the longer term for signs of hope

Analysis

Monday Club – 14/04/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Truss issues for US bonds?’ and ‘UK...

Opinion

Tariffying prospect

The chairman of the insignificantly sized investment company TwoHoots Asset Management talks U-turns and E-turns

Partner zone

Thoughts on diversification

Seilern

China and the shifting global economic order

Polar Capital

Recovery and reshoring – potential boons for global small caps

Janus Henderson Investors

Opportunities within Emerging Markets

M&G Investments

Opinion

Has the tide turned for European equities?

Three factors should help narrow European equities’ long-term performance gap with their US counterparts, writes Greg Clerkson

Analysis

Distribution Verve: Dan Churchouse of Federated Hermes

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

Analysis

Monday Club – 07/04/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Tariffs’ and ‘We're sorry – more tariffs’

Analysis

Andy Parsons: Be sure to look under the bonnet

What criteria are advisers using to help select DFMs and MPS solutions? Andy Parsons takes a closer look

Partner zone

M&G Investments

Opportunities within Emerging Markets

M&G’s Nick Smallwood uncovers the two big opportunities he sees in emerging markets debt

Redwheel

Hiding in plain sight: Finding value in unexpected places

Recently, in my household, we have been thumbing through the Enid Blyton canon, joining the various alliterative groups of young...

Robeco

Credit outlook: Divorce and dispersion

The consensus was that Trump would use tariffs merely as a bargaining tool to secure better outcomes for the US,...

TIME Investments

The infrastructure magnificent seven

We are delighted to be celebrating the seventh anniversary this year for our TIME:UK Infrastructure Income Fund. Traditionally, seven-year anniversary...

Choice Words

Choice words

Choice Words: Uwe Ketelsen, head of portfolio management at 7IM

On politics as two-edged sword, greater clarity in responsible investing and being in Berlin the day after the Wall fell

24:54 min

Choice words

Choice Words: Alex Funk, chief investment officer at PortfolioMetrix

On concentration risk, assessing alternatives and wealth’s heroes and villains

18:21 min

Choice words

Choice Words: Jake Moeller, assoc. director, responsible investment, Square Mile

On responsible investing tailwinds, real-world metrics and not being Neil Tennant

12:16 min

Partner Videos

Partner Video

Investment views: ‘We very much look at alpha – and alpha is unbiased’

Canada Life fund manager Bimal Patel on delivering a positive customer journey through global equities

03:41 min

Podcast

Gold Special with Baker Steel, Episode 1: David Baker

Baker Steel’s David Baker discusses the extraordinary recent run in the gold price and what it means for gold-mining equities.

26:29 min

Partner Video

Investment views: Targeting ‘the most exceptional growth companies in the world’

Scottish Mortgage portfolio director Claire Lewis on investing in private companies and in the entire AI value chain

03:39 min

Analysis & Opinion

Partner zone

Choice Words

Partner Videos

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