Analysis & Opinion

Analysis

Absolute Insight: The triple catalyst for alpha generation

Absolute Insight: The triple catalyst for alpha generation
Monday Club – 05/10/26: Your weekly Wealthwise digest

Analysis

Monday Club – 05/10/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Debt toll’ and ‘French spread’

Planet MPS: Falling apart at the themes?

Analysis

Planet MPS: Falling apart at the themes?

What might MPS managers have against thematic funds? Andy Parsons takes a closer look

Quality and control

Analysis

Quality and control

Clinton D’Silva argues the case for a more discerning allocation to quality investments

Partner zone

Bessent: Does the House really always win?

POLAR CAPITAL

How datacentres are reshaping power systems – and what it means for investors

REDWHEEL

Cleared for Take-off: The Aviation Finance Opportunity

PIMCO

Active versus Passive: Bridging the Gap

KEYRIDGE ASSET MANAGEMENT

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Cherry Reynard: Billion-dollar maybe

Analysis

Cherry Reynard: Billion-dollar maybe

For wealth managers, differentiation still trumps size when considering investment trusts

Michaël Nizard: No more waiting for ‘GodOAT’

Analysis

Michaël Nizard: No more waiting for ‘GodOAT’

France is approaching its 2026/27 budgetary and electoral cycle in a particularly delicate position

Monday Club – 28/09/26: Your weekly Wealthwise digest

Analysis

Monday Club – 28/09/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Thaw point’ and ‘Borrowed time’

Ernest Yeung: Where next for emerging markets investors?

Analysis

Ernest Yeung: Where next for emerging markets investors?

After a strong EM rally, could it be too late to invest? Ernest Yeung argues there is more to come

Partner zone

Has China’s property sector turned a corner?

FEDERATED HERMES

Has China’s property sector turned a corner?

The country's economy has been hampered by fallout from the property crisis but the situation is improving.
Sustainable investing: Key themes shaping markets

ROYAL LONDON ASSET MANAGEMENT

Sustainable investing: Key themes shaping markets

How are trends shaping investment opportunities? Sebastien Beguelin, Senior Fund Manager and Matt Franklin, Senior Fund manager, will provide an...
Recovery and reshoring – potential boons for global small caps

Janus Henderson Investors

Recovery and reshoring – potential boons for global small caps

Portfolio Manager Nick Sheridan explores how a backdrop of economic recovery, reducing inflation, and significant reshoring activities have collectively created...
Global income bonds: finding the credit sweet spot

ABERDEEN INVESTMENTS

Global income bonds: finding the credit sweet spot

Looking for income? Explore credit’s underappreciated middle ground with us.

Choice Words

Choice Words: Ben Gilbert, partner at Sarasin & Partners

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

Choice words

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

On narrow markets, the pursuit of quality and catching the investment bug

10:19 min
Choice Words: Jo Benson, investment manager at P1

Choice words

Choice Words: Jo Benson, investment manager at P1

On identifying fund ‘gems’, obscure accountability and an uninvited houseguest

16:22 min

More choice words videos

Watch: Choice Words: Amanda Sillars, investment manager, Jupiter Merlin team

Watch: Choice Words: Harry Merrison, investment manager at Mattioli Woods

Watch: Choice Words: Dan Boardman-Weston, CEO of BRI Wealth Management

Partner Videos

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

WealthWhys: Shane Kelly, fund manager at M&G Investments

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

WealthWhys: Alexandra Ralph, senior fund manager at Nedgroup Investments

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

Recommended

Marion Le Morhedec: The strategic case for fixed income grows stronger

Analysis

Marion Le Morhedec: The strategic case for fixed income grows stronger

The near-term backdrop remains challenging but higher yields are improving prospective returns
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