Analysis & Opinion

Analysis

Michaël Nizard: Ceasefire shows realities of ‘financialised’ world

Michaël Nizard: Ceasefire shows realities of ‘financialised’ world
Mean Reversion Machine – GW32: Promising Leeds?

Mean Reversion Machine

Mean Reversion Machine – GW32: Promising Leeds?

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

The money-knowledge gap quietly costing a generation

Better business

The money-knowledge gap quietly costing a generation

April is Financial Literacy Month but, says Scott Stevens, meaningful change rarely stems from campaigns alone

Monday Club – 06/04/26: Your weekly Wealthwise digest

Analysis

Monday Club – 06/04/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Meanwhile, back at AI …’ and ‘Renewables...

Partner zone

Overcoming the Seven Sins of Evergreen Investing

HARBOUR VEST

Emerging markets’ strength comes from within

ROBECO

Investing in private growth companies

BAILLIE GIFFORD

Emerging Markets outlook 2026: Strengthening fundamentals after a constructive 2025

GIB ASSET MANAGEMENT

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Planet MPS: About the size of it

Analysis

Planet MPS: About the size of it

AUM figures are crucial for due-diligence , says Andy Parsons, so why can they be tough to find?

Russ Mould: US assets struggle to break free of ‘Liberation Day’

Analysis

Russ Mould: US assets struggle to break free of ‘Liberation Day’

Global share prices recovered quickly but bonds have not and the dollar has sagged

Monday Club – 30/03/26: Your weekly Wealthwise digest

Analysis

Monday Club – 30/03/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Gold meets its match’ and ‘Testing resilience’

Private chancer

Opinion

Private chancer

The chairman of the insignificantly sized investment company TwoHoots Asset Management aims to go public on private credit

Partner zone

The shocks that show valuations could catch up with the US

Artemis

The shocks that show valuations could catch up with the US

For well over a decade, going overweight the biggest companies in the US was all global managers needed to do...
Vanguard portfolio support

VANGUARD

Vanguard portfolio support

Creating low-cost, effective and goal-orientated portfolios
Layered Uncertainty: Conflict, Credit Stress, and AI

PIMCO

Layered Uncertainty: Conflict, Credit Stress, and AI

In a world of intensified uncertainty and dispersion, investing becomes less about forecasting and more about favoring more liquid, high...
Global Credit Bullets | Tuesday, 7th April 2026

ALGEBRIS INVESTMENTS

Global Credit Bullets | Tuesday, 7th April 2026

The war in Iran has now entered its second month, with uncertainty continuing to build. March data shows early signs...

Choice Words

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

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

More choice words videos

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

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

Watch: Choice Words: Dean Cheeseman – MD of client investment solutions at Mattioli Woods

Partner Videos

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

Investment views: Emerging markets remain ‘under-appreciated and under-owned’

Partner Video

Investment views: Emerging markets remain ‘under-appreciated and under-owned’

GIB AM Emerging Markets Active Engagement fund manager Kunal Desai on the importance of AI infrastructure, domestic self-sufficiency and ‘policy...

15:20 min

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

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