Analysis & Opinion

Monday Club – 12/10/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘EMD’s anomaly’ and ‘Diesel words’

Mean Reversion Machine – GW06: Gross negligence

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

Distribution Verve: Stuart White of Impax Asset Management

The current thinking and future plans of heads of distribution at asset management groups

Elliot Farley: Your next fixed-income challenge

With long-term yields at multi-decade highs, bond investors should favour selectivity over a broad return to duration

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?

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

Quality and control

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

Cherry Reynard: Billion-dollar maybe

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

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

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?

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

Salman Ahmed: How long will this US tightening cycle last?

The key macro signal from the latest Fed meeting is inflation will not return to its target until 2029