Analysis & Opinion

Analysis

Monday Club – 25/08/25: Your weekly Wealthwise digest

Opinion

Mean Reversion Machine – Machine learnings

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

Analysis

Boutique Critique: Langdon Global Smaller Companies

The boutique structure is best for fostering independently-minded stockpickers, argues Alex Paget

Analysis

Monday Club – 18/08/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘EMpowered’ and ‘Wanted: animal spirits’

Partner zone

How can investors navigate a mad, mad, mad, mad world?

Aberdeen Investments

Are the “Magnificent Seven” trees causing us to miss the forest of global equities?

CARMIGNAC

The digital finance revolution

Baillie Gifford

The Rise of Agentic AI: Scaling beyond human limits

Polar Capital

Analysis

Absolute Insight: Beneath the surface of the pod shops’ rise

The US multi-strategy giants are booming but, asks Ian Willings, are they really an absolute-return panacea?

Opinion

Angels and demons

The chairman of the insignificantly sized investment company TwoHoots Asset Management offers some help on overcoming a phobia

Analysis

Monday Club – 11/08/25: Your weekly Wealthwise digest

The week that was, the week that will be plus, in focus, ‘Q2 earnings clues’ and ‘Sting in the tale’

Analysis

Andy Parsons: When the going is good

Advisers need to be interrogating MPS outperformance as well as underperformance

Partner zone

GIB Asset Management

Emerging Markets in 2025: What consensus might have got wrong?

While we have often remarked that the asset class is the realm of optimists, the last decade has been challenging...

Research Affiliates

How Can “Smart Beta” Go Horribly Right?

Since its rise to popularity nearly a decade ago, “smart beta” investing has gone horribly wrong relative to expectations.

PIMCO

Generating yield with resilience: positioning in today’s market

In today’s markets, generating yield without sacrificing resilience is paramount. Group CIO Dan Ivascyn discusses how our income approach leverages...

CCLA

Q&A with CCLA’s Dr James Corah

Dr James Corah explains how ‘engagement’ can be a viable investment strategy

Choice Words

Choice words

Choice Words: David Coombs, head of multi-asset investments at Rathbones AM

On getting properly paid for risk, staying humble and the ‘dinner party chat’ test

18:59 min

Choice words

Choice Words: Ian Wood, CIO at Titan Investment Solutions

On compounding returns, valuation discipline and wealth managers’ duty of care to clients

15:01 min

Choice words

Choice Words: Ben Kumar, head of equity strategy at 7IM

On looking at assets classes with fresh eyes, doing your own research and Roman round the City

14.19 min

Partner Videos

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

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: ‘Carbon is probably the most impactful investment you can have’

KraneShares head of strategy Luke Oliver on the case for investing in carbon

08:55 min

Analysis & Opinion

Partner zone

Choice Words

Partner Videos

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