Analysis & Opinion

Analysis

Absolute Insight: The triple catalyst for alpha generation

Mean Reversion Machine

Mean Reversion Machine – GW08: Fear is the key

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

Analysis

Postcard from Bangkok #2: Growth promises face test of capital

Michaël Nizard sends his second and last dispatch from last week’s IMF and World Bank annual meetings

Analysis

Postcard from Bangkok #1: The drivers of resilience are under strain

Michaël Nizard sends his first of two dispatches from last week’s IMF and World Bank annual meetings

Partner zone

Secrets of success – what Jannik Sinner and Best Styles have in common

ALLIANZ GLOBAL INVESTORS

US Small Caps in Focus: 3Q26

FIRST EAGLE INVESTMENTS

Brazil votes: a coin-toss election and a fiscal bill that can’t wait

ABERDEEN INVESTMENTS

Property investment: The three forces driving the next cycle

TIME Asset Management

Analysis

Monday Club – 19/10/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Why buy bonds?’ and ‘AI, ay, ay’

Analysis

Mean Reversion Machine – GW07: Talking Cherki

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

Analysis

Alternative thinking: Theories of evolution

As markets grow more dynamic, argues Jack Roberts, investors should reassess familiar allocations

Analysis

Quarterly view: Hit the mute button

Investors will need to tune out plenty of market noise this quarter, writes Cherry Reynard

Partner zone

ROBECO

What three 2050 climate scenarios mean for pensions

What will climate change mean for your pension? A comfortable future depends on more than how financial markets perform.

POLAR CAPITAL

UK Value Opportunities Fund | George Godber, Polar Capital

Where are the opportunities in UK value investing? George Godber, Fund Manager at Polar Capital, discusses the UK Value Opportunities...

ALGEBRIS INVESTMENTS

Global Credit Bullets | Monday, 19th October 2026

Last week, we attended the IMF/World Bank meetings in Bangkok. Over the week, we attended more than 60 meetings with...

WELLINGTON MANAGEMENT

Quarterly Asset Allocation Outlook – The rally: Refusing to yield?

Bond yields have risen sharply as stubborn inflation, higher energy prices and debt concerns drive hawkish rate expectations. Yet AI...

Choice Words

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

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

Choice words

Choice Words: Ben Gilbert, partner at Sarasin & Partners

On the commoditisation of intellect, dangers of style drift and consolations of philosophy

14:24 min

Partner Videos

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

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

Analysis & Opinion

Partner zone

Choice Words

Partner Videos

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