Analysis & Opinion

Analysis

Ashok Bhatia: What can bond investors take from Jackson Hole?

Mean Reversion Machine

Mean Reversion Machine – GW03: Mea Cuyper

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

Analysis

Planet MPS: Perfect harmony

MPS and multi-asset should be able to live side-by-side in centralised propositions, writes Andy Parsons

Analysis

Monday Club – 31/08/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Back to school’ and ‘Taxing times’

Partner zone

Polar Capital Global Technology Webcast

POLAR CAPITAL

Digital resilience in the era of AI

ALLIANZ GLOBAL INVESTORS

The Credit Market Lens: What BDC Markets Are Signaling About Private Credit Valuations

PIMCO

Short Dated Enhanced Income: a continuing role three years on

ABERDEEN INVESTMENTS

Mean Reversion Machine

Mean Reversion Machine – GW02: Maxime … um … conviction

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

Analysis

Kevin Thozet: Who controls the long end?

Three questions for investors to consider ahead of Kevin Warsh's first Jackson Hole address

Analysis

Monday Club – 24/08/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Zone in’ and ‘The Q factor’

Analysis

Mean Reversion Machine – GW01: Konsa ‘pon a time

The return of our regular excuse to use fantasy football as a metaphor for portfolio management

Partner zone

ROYAL LONDON ASSET MANAGEMENT

The Viewpoint: Testing the AI trade

In the latest ‘The Viewpoint’ blog, Fund Manager at Royal London Asset Management, Matt Kirby, gives his view on how...

WELLINGTON MANAGEMENT

AI-driven market dispersion favors active selectivity

Markets may seem calm on the surface, but a different picture is emerging underneath. While headline volatility remains low and...

ALGEBRIS INVESTMENTS

Global Credit Bullets | Monday, 31st August 2026

At Jackson Hole, Chair Warsh delivered a hawkish view of the economy, giving markets greater clarity. With a September rate...

PGIM

Shifting the Credit Frontier

Building more resilient portfolios through differentiated income strategies

Choice Words

Choice words

Choice Words: Jo Benson, investment manager at P1

On identifying fund ‘gems’, obscure accountability and an uninvited houseguest

16:22 min

Choice words

Choice Words: Amanda Sillars, investment manager, Jupiter Merlin team

On capturing catalysts, the power of simplicity and lessons from sailing blindfolded

20:07 min

Choice words

Choice Words: Harry Merrison, investment manager at Mattioli Woods

On consistency in investment – and client comms – and a stunt-rider’s take on risk management

14:10 min

Partner Videos

Partner Video

WealthWhys: David Walsh, Head of Investments, RQI Investors

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

03:17 min

Partner Video

WealthWhys: Shane Kelly, fund manager at M&G Investments

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

04:07 min

Partner Video

WealthWhys: Alexandra Ralph, senior fund manager at Nedgroup Investments

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

02:23 min

Analysis & Opinion

Partner zone

Choice Words

Partner Videos

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