Analysis & Opinion

Analysis

Gill Hutchison: Never say never again

Gill Hutchison: Never say never again
Robert Wilson: The case for digging deeper into commodities

Analysis

Robert Wilson: The case for digging deeper into commodities

Why investors should consider looking beyond gold to a broader basket of alternative assets

Monday Club – 02/11/26: Your weekly Wealthwise digest

Analysis

Monday Club – 02/11/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘AnthrIPOc’ and ‘Budget in beige’

Mean Reversion Machine – GW09: Palmer sham

Analysis

Mean Reversion Machine – GW09: Palmer sham

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

Partner zone

Review of markets over October 2026

J.P. MORGAN ASSET MANAGEMENT

Humanoid robots in China

ALLIANZ GLOBAL INVESTORS

Quant chart: Asian hardware stocks show big gains and big swings

ROBECO

Reform meets reflation: Japan’s structural opportunity

POLAR CAPITAL

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Mark Hawtin: Planes, trains and AI models

Analysis

Mark Hawtin: Planes, trains and AI models

The AI capex boom is less like the early-1900s railroad excess than the 1980s airline-financing bubble

Robin Parbrook: What China’s tax clawbacks mean for investors

Analysis

Robin Parbrook: What China’s tax clawbacks mean for investors

Even long-standing bears can change their minds if the stock-specific evidence demands it

Monday Club – 26/10/26: Your weekly Wealthwise digest

Analysis

Monday Club – 26/10/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Healey hands’ and ‘Control issues’

Mean Reversion Machine – GW08: Fear is the key

Mean Reversion Machine

Mean Reversion Machine – GW08: Fear is the key

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

Partner zone

Quality, Liquidity, and Yield in Agency Mortgages

PIMCO

Quality, Liquidity, and Yield in Agency Mortgages

Agency mortgage spreads remain unusually wide, creating attractive opportunities in high-quality fixed income. Portfolio Manager Daniel Hyman discusses where active...
Enhanced Index: why three investment factors can be better than one

ABERDEEN INVESTMENTS

Enhanced Index: why three investment factors can be better than one

Value, quality and momentum combine to give investors a fuller view of a company
Bond navigators: Secured bonds – capturing credit conviction

ROYAL LONDON ASSET MANAGEMENT

Bond navigators: Secured bonds – capturing credit conviction

Secured credit has long sat at the heart of Royal London Asset Management’s differentiated approach to fixed income investing. At...
Scottish Mortgage: Portfolio Update Q3 2026

BAILLIE GIFFORD

Scottish Mortgage: Portfolio Update Q3 2026

Investment specialist Hamish Maxwell explores AI's new industrial age, the importance of founder-led companies and how new opportunities are reshaping...

Choice Words

Choice Words: Tom McGrath, CIO at 8AM Global

Choice words

Choice Words: Tom McGrath, CIO at 8AM Global

On ‘naïve optimism v pragmatic cynicism’, life-changing advice and a strange Korea move

19.00 min
Choice Words: Alex Harvey, senior portfolio manager at Momentum Global IM

Choice words

Choice Words: Alex Harvey, senior portfolio manager at Momentum Global IM

On competition for capital, a margin of safety and ‘morphing’ liquidity

15:46 min
Choice Words: Bevan Blair, CIO at One Four Nine Portfolio Management

Choice words

Choice Words: Bevan Blair, CIO at One Four Nine Portfolio Management

On evolving manager selection, two sides to AI and a true appreciation of New Zealand garage

37:27 min

More choice words videos

Watch: Choice Words: Ben Gilbert, partner at Sarasin & Partners

Watch: Choice Words: James Richards, chartered wealth manager at Walker Crips

Watch: Choice Words: Jo Benson, investment manager at P1

Partner Videos

WealthWhys: Callum Abbot, portfolio manager at J. P. Morgan AM on UK equities

Partner Video

WealthWhys: Callum Abbot, portfolio manager at J. P. Morgan AM on UK equities

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

02:00 min

WealthWhys: Richard Kaye, portfolio manager, Comgest – on Japan equities

Partner Video

WealthWhys: Richard Kaye, portfolio manager, Comgest – on Japan equities

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

06:23 min

WealthWhys: David Walsh, Head of Investments, RQI Investors

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

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The Wealth Connection: Guinness Global Investors’ Edward Guinness

Analysis

The Wealth Connection: Guinness Global Investors’ Edward Guinness

On ‘building blocks’, building brand and building assets
Cherry Reynard: Mills’ tone

Analysis

Cherry Reynard: Mills’ tone

The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks
Michaël Nizard: A ‘trimaran’ portfolio for speed, stability and endurance

Analysis

Michaël Nizard: A ‘trimaran’ portfolio for speed, stability and endurance

This is not the time to abandon risk assets but to create a portfolio that can navigate several market regimes
Planet MPS: Perfect harmony

Analysis

Planet MPS: Perfect harmony

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