Analysis & Opinion

Analysis

Monday Club – 05/10/26: Your weekly Wealthwise digest

Monday Club – 05/10/26: Your weekly Wealthwise digest
Planet MPS: Falling apart at the themes?

Analysis

Planet MPS: Falling apart at the themes?

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

Quality and control

Analysis

Quality and control

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

Cherry Reynard: Billion-dollar maybe

Analysis

Cherry Reynard: Billion-dollar maybe

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

Partner zone

Bessent: Does the House really always win?

POLAR CAPITAL

How datacentres are reshaping power systems – and what it means for investors

REDWHEEL

Cleared for Take-off: The Aviation Finance Opportunity

PIMCO

Active versus Passive: Bridging the Gap

KEYRIDGE ASSET MANAGEMENT

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Michaël Nizard: No more waiting for ‘GodOAT’

Analysis

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

Analysis

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?

Analysis

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?

Analysis

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

Partner zone

Has China’s property sector turned a corner?

FEDERATED HERMES

Has China’s property sector turned a corner?

The country's economy has been hampered by fallout from the property crisis but the situation is improving.
Sustainable investing: Key themes shaping markets

ROYAL LONDON ASSET MANAGEMENT

Sustainable investing: Key themes shaping markets

How are trends shaping investment opportunities? Sebastien Beguelin, Senior Fund Manager and Matt Franklin, Senior Fund manager, will provide an...
Recovery and reshoring – potential boons for global small caps

Janus Henderson Investors

Recovery and reshoring – potential boons for global small caps

Portfolio Manager Nick Sheridan explores how a backdrop of economic recovery, reducing inflation, and significant reshoring activities have collectively created...
Global income bonds: finding the credit sweet spot

ABERDEEN INVESTMENTS

Global income bonds: finding the credit sweet spot

Looking for income? Explore credit’s underappreciated middle ground with us.

Choice Words

Choice Words: Ben Gilbert, partner at Sarasin & Partners

Choice words

Choice Words: Ben Gilbert, partner at Sarasin & Partners

On the commoditisation of intellect, dangers of style drift and consolations of philosophy

14:24 min
Choice Words: James Richards, chartered wealth manager at Walker Crips

Choice words

Choice Words: James Richards, chartered wealth manager at Walker Crips

On narrow markets, the pursuit of quality and catching the investment bug

10:19 min
Choice Words: Jo Benson, investment manager at P1

Choice words

Choice Words: Jo Benson, investment manager at P1

On identifying fund ‘gems’, obscure accountability and an uninvited houseguest

16:22 min

More choice words videos

Watch: Choice Words: Amanda Sillars, investment manager, Jupiter Merlin team

Watch: Choice Words: Harry Merrison, investment manager at Mattioli Woods

Watch: Choice Words: Dan Boardman-Weston, CEO of BRI Wealth Management

Partner Videos

WealthWhys: David Walsh, Head of Investments, RQI Investors

Partner Video

WealthWhys: David Walsh, Head of Investments, RQI Investors

The three key questions for all investors: Why this strategy? Why now? Why pick it over its peers?

03:17 min

WealthWhys: Shane Kelly, fund manager at M&G Investments

Partner Video

WealthWhys: Shane Kelly, fund manager at M&G Investments

The three key questions for all investors: Why this strategy? Why now? Why pick it over its peers?

04:07 min

WealthWhys: Alexandra Ralph, senior fund manager at Nedgroup Investments

Partner Video

WealthWhys: Alexandra Ralph, senior fund manager at Nedgroup Investments

The three key questions for all investors: Why this strategy? Why now? Why pick it over its peers?

02:23 min

Recommended

Marion Le Morhedec: The strategic case for fixed income grows stronger

Analysis

Marion Le Morhedec: The strategic case for fixed income grows stronger

The near-term backdrop remains challenging but higher yields are improving prospective returns
Cherry Reynard: Mills’ tone

Analysis

Cherry Reynard: Mills’ tone

The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks
Michaël Nizard: A ‘trimaran’ portfolio for speed, stability and endurance

Analysis

Michaël Nizard: A ‘trimaran’ portfolio for speed, stability and endurance

This is not the time to abandon risk assets but to create a portfolio that can navigate several market regimes
Planet MPS: Perfect harmony

Analysis

Planet MPS: Perfect harmony

MPS and multi-asset should be able to live side-by-side in centralised propositions, writes Andy Parsons