Analysis & Opinion

Hywel Franklin: Europe’s niche champions are ready for the spotlight

Hywel Franklin: Europe’s niche champions are ready for the spotlight

Starved of the attention – and thus valuation – they deserve, the tide is turning for European smallcaps

Monday Club – 09/03/26: Your weekly Wealthwise digest

Monday Club – 09/03/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Panic v reality’ and ‘Spring brake’

Mean Reversion Machine – GW29: Value chained

Mean Reversion Machine – GW29: Value chained

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

Absolute Insight: The triple catalyst for alpha generation

Absolute Insight: The triple catalyst for alpha generation

The question now is not whether uncertainty exists, writes Ian Willings, but if portfolios are built to exploit it

Risk, scenarios, oil price – three investment takes on Iran conflict

Risk, scenarios, oil price – three investment takes on Iran conflict

Liontrust’s John Husselbee, EDR’s Michaël Nizard and Quilter Cheviot’s Maurizio Carulli

Monday Club – 02/03/26: Your weekly Wealthwise digest

Monday Club – 02/03/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘HALO’s effect’ and ‘AI questions’

Mean Reversion Machine – GW28: Or just plain ‘mean’?

Mean Reversion Machine – GW28: Or just plain ‘mean’?

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

Seth Laughlin: Why 2026 should prove a strong year for REITS

Seth Laughlin: Why 2026 should prove a strong year for REITS

‘Next-generation’ property has fundamentally reshaped the real estate investment trust landscape

Naomi Waistell: This is not just a rally in EM – it’s a regime shift

Naomi Waistell: This is not just a rally in EM – it’s a regime shift

Popular narrative may still place innovation and value creation with the US - the reality is quite different

Monday Club – 23/02/26: Your weekly Wealthwise digest

Monday Club – 23/02/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Dollar signs’ and ‘Midsummer mergers?’

Mean Reversion Machine – GW27: Crystal ball skills

Mean Reversion Machine – GW27: Crystal ball skills

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

Distribution Verve: Smera Ashraf of Aviva Investors

Distribution Verve: Smera Ashraf of Aviva Investors

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