Analysis & Opinion

Analysis

Planet MPS: Checks and balances

Analysis

Elliot Farley: The danger of building portfolios around a single macro narrative

However persuasive the story may appear, the path for investors is unlikely to run smooth

Analysis

Monday Club – 06/07/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Self-evident truths?’ and ‘Sliding yen’

Analysis

Boutique Critique: Coeli European

Alex Paget outlines the qualities that can separate the best fund managers from the rest

Partner zone

Are small caps set for a U-turn?

FEDERATED HERMES

2026 High Yield & Leveraged Loan Mid-Year Review & Outlook

POLEN CAPITAL

Beyond AI: Emerging markets ripe for rethink, not just tech

POLAR CAPITAL

Storage and stability: The new backbone of global power grids

J.P. MORGAN ASSET MANAGEMENT

Analysis

Felix Wintle: Why US inflation has already peaked

The prevailing narrative may say two rate hikes but the market is now suggesting cuts are much more likely

Analysis

Jeneiv Shah: When energy shocks reach the dinner table

The long-term challenge of producing sufficient, affordable and sustainable food is growing in significance

Analysis

Monday Club – 29/06/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Small beginnings’ and ‘Tech wobbles’

Analysis

Joe Amato: Three questions for investors after US-Iran deal

The agreement may have brought some relief to markets but it is not a resolution and key questions remain

Partner zone

BNP PARIBAS ASSET MANAGEMENT

AI’s growing influence on fixed income markets

The excitement engulfing artificial intelligence has been very much focused on equity markets — with the likes of the tech-heavy...

WELLINGTON MANAGEMENT

Wellington Asset Allocation Outlook April 2026

This is a monthly snapshot of Wellington Solutions’ asset allocation views as of April 2026. It covers global equities, bonds...

PIMCO

What bond markets want from Andy Burnham

A credible strategy would focus on reducing the deficit over the next two years

M&G INVESTMENTS

The case for EMD in seven questions

Structural shifts, improving fundamentals, strong growth. Find out the factors driving performance of emerging market debt.

Choice Words

Choice words

Choice Words: Ben Conway, head of fund management at Hawksmoor IM

On the future of wealth management, upfront client comms and championing investment trusts

26:18 min

Choice words

Choice Words: Caroline Shaw, MPS portfolio manager at Fidelity International

On simplicity, correlations, good and bad AI and appreciating a nice bridge

17:55 min

Choice words

Choice Words: Rob Harrison, head of systematic and ESG at Progeny

On corporate earnings resilience, fund consistency and the rise of systematic investing

09:46 min

Partner Videos

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

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

Analysis & Opinion

Partner zone

Choice Words

Partner Videos

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