Analysis & Opinion

Can tech giants continue powering passive’s rise?

The ‘magnificent’ run of a certain septet of tech stocks looks set to continue to prove important to the passive...

Monday Club – 10/02/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Tariffs and buts’ and ‘Rate expectations’

Andy Parsons: A matter of fact(sheets)

With transparency key, asks Andy Parsons, why are some MPS providers so cagey about factsheets?

Five key asset allocation themes for the year ahead

In 2025, markets face a new incumbent in the White House, instability in Europe and a potential revival in inflation

Monday Club – 03/02/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘DeepSeek v MagSev’ and ‘UK targets growth’

What next for the boutique asset manager?

Boutiques have had to deal with tough headwinds but, with the right set-up, they can still punch above their weight

Alternative Thinking: Why private assets? Why now?

Schroders Greencoat’s Jack Wasserman on the potential upside – and risks – of an allocation to private assets

Monday Club – 27/01/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, 'Saba saga' and 'Trump 2.0'

Hello and welcome to Wealthwise

A note from the editor

Building greater resilience through diversification

Multi-asset investors are increasingly viewing real assets as important extra strings to their bow to help build more robust portfolios

Andy Parsons: The evolution of fair value in the MPS sector

In the first of a regular series , Andy Parsons discusses the role of comparison analysis in ensuring fair value

Once more unto the (regulatory) breach, dear friends

The chairman of the insignificantly sized investment company TwoHoots Asset Management explains his change of philosophy