Analysis & Opinion

Analysis

Monday Club – 28/04/25: Your weekly Wealthwise digest

Analysis

Monday Club – 21/04/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Cents less’ and ‘China bounce’

Analysis

Quarterly view: Eyes on the horizon

As investors batten down hatches in the tariffs storm, Cherry Reynard looks to the longer term for signs of hope

Analysis

Absolute Insight: Cutting through the noise around absolute return

Absolute return is essential for the new investment reality, writes Ian Willing

Partner zone

DeepSeek, TikTok, Red Note, & Temu: China Internet Making Waves in the USA

Krane Shares

China and the shifting global economic order

Polar Capital

What’s the key to building enduring value in unpredictable markets?

Orbis Investments

Opportunities within Emerging Markets

M&G Investments

Analysis

Monday Club – 14/04/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Truss issues for US bonds?’ and ‘UK...

Opinion

Tariffying prospect

The chairman of the insignificantly sized investment company TwoHoots Asset Management talks U-turns and E-turns

Opinion

Has the tide turned for European equities?

Three factors should help narrow European equities’ long-term performance gap with their US counterparts, writes Greg Clerkson

Analysis

Distribution Verve: Dan Churchouse of Federated Hermes

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

Partner zone

M&G Investments

Opportunities within Emerging Markets

M&G’s Nick Smallwood uncovers the two big opportunities he sees in emerging markets debt

Baker Steel

Gold Special with Baker Steel, Episode 1: David Baker

The Midas Touch? With Gold at an all-time high, Baker Steel's David Baker shares how investors can best gain exposure...

Robeco

Credit outlook: Divorce and dispersion

The consensus was that Trump would use tariffs merely as a bargaining tool to secure better outcomes for the US,...

TIME Investments

The infrastructure magnificent seven

We are delighted to be celebrating the seventh anniversary this year for our TIME:UK Infrastructure Income Fund. Traditionally, seven-year anniversary...

Choice Words

Choice words

Choice Words: Steve Brann, CIO, Apollo Multi Asset Management

On the attractions of absolute return, identifying a manager’s edge and steering clear of baby rhinos

18:01 min

Choice words

Choice Words: Uwe Ketelsen, head of portfolio management at 7IM

On politics as two-edged sword, greater clarity in responsible investing and being in Berlin the day after the Wall fell

24:54 min

Choice words

Choice Words: Alex Funk, chief investment officer at PortfolioMetrix

On concentration risk, assessing alternatives and wealth’s heroes and villains

18:21 min

Partner Videos

Partner Video

Investment views: ‘We very much look at alpha – and alpha is unbiased’

Canada Life fund manager Bimal Patel on delivering a positive customer journey through global equities

03:41 min

Podcast

Gold Special with Baker Steel, Episode 1: David Baker

Baker Steel’s David Baker discusses the extraordinary recent run in the gold price and what it means for gold-mining equities.

26:29 min

Partner Video

Investment views: Targeting ‘the most exceptional growth companies in the world’

Scottish Mortgage portfolio director Claire Lewis on investing in private companies and in the entire AI value chain

03:39 min

Analysis & Opinion

Partner zone

Choice Words

Partner Videos

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