Analysis & Opinion

Ashok Bhatia: What can bond investors take from Jackson Hole?

This was Fed chair Kevin Warsh’s clearest platform yet to address important market questions

Monday Club – 31/08/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Back to school’ and ‘Taxing times’

Mean Reversion Machine – GW02: Maxime … um … conviction

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

Kevin Thozet: Who controls the long end?

Three questions for investors to consider ahead of Kevin Warsh's first Jackson Hole address

Monday Club – 24/08/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Zone in’ and ‘The Q factor’

Mean Reversion Machine – GW01: Konsa ‘pon a time

The return of our regular excuse to use fantasy football as a metaphor for portfolio management

Alternative thinking: The growing demand for resilience over upside

Investors still want growth, writes Jim May, but some are becoming more conscious of the path taken to achieve it

Joe Amato: Yen intervention adds to policy pressure in Japan

The yen may have steadied, for now, but the underlying rate differential will be the ultimate driver of its value

Cherry Reynard: Mills’ tone

The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks

Monday Club – 17/08/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘T’s bill’ and ‘Benighted kingdom?’

Grégoire Kounowski: The return of US economic interventionism

Growing signs of economic activism may be shaping the contours of a new US doctrine

Monday Club – 10/08/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Earnings learnings’ and ‘Divvy up’