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Analysis
Monday Club – 17/11/25: Your weekly Wealthwise digest
Distribution Verve: Benjamin Carter of Mirabaud AM
The current thinking and future plans of heads of distribution at asset management groups
Alternative thinking: On the buffers (and defensive autocalls)
Amid soaring markets, Tom May considers the growing appeal of defined outcome investments
Monday Club – 10/11/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Trump 2.0 – one year in’ and...
Partner zone
Are you sure about that? The folly of forecasting
Redwheel
SustainAbility: The clean theme
Royal London Asset Management
The Algebris Bullet | Dispatch from Washington
ALGEBRIS INVESTMENTS
Mega-trend 3 Deglobalisation: Fueling emerging infrastructure
Van Lanschot Kempen
Mean Reversion Machine
Mean Reversion Machine – GW11: Mo-mentum plays
A regular excuse to use fantasy football as a metaphor for portfolio management
Distribution Verve: David Miles of J Safra Sarasin Sustainable AM
Opinion
Bob Long: A new phase in the evolution of private markets
Semi-liquid evergreen funds have brought down historic barriers to entry for individual investors in the asset class
Monday Club – 03/11/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘LevAIthan’ and ‘Fog warning’
Polar Capital
The new AI era driving returns in the technology sector
Nick Evans explains why he believes AI is not following the pattern of a normal technology cycle, and why this...
Baillie Gifford
Pioneering Positive Change
In changed times, can bold investing in breakthrough innovation shape a brighter, more sustainable world? Baillie Gifford's Catherine Flockhart explains...
PIMCO
The Steadfast Strength of Bonds in Uncertain Times
Group CIO Dan Ivascyn shares why today’s environment offers compelling opportunities for bond investors. From attractive high-quality yields to the...
CARMIGNAC
Rethinking reinvestment: Unlocking the true power of compounding | Carmignac
In a world obsessed with short-term performance, compounding remains one of the most powerful and underrated forces in investing according...
Choice words
Choice Words: Chris Metcalfe, CIO of IBOSS and Kingswood
On the ‘Donald Trump effect’, fund manager humility and a few Kurt words
15:06 min
Choice Words: Jonathan Unwin, UK head of portfolio management for Mirabaud WM
On wealth preservation, liquid alternatives and targeting funds that behave as expected
10:43 min
Choice Words: James Sullivan, head of partnerships at Tyndall Investment Management
On why valuation matters, building trust and a valuable skiing ‘lesson’
27:26 min
More choice words videos
Watch: Choice Words: Richard Philbin, senior investment director at Hawksmoor IM
Watch: Choice Words: Dipesh Mesuria, head of fund research at Bordier UK
Watch: Choice Words: Ben Goss, CEO of Dynamic Planner
Partner Video
Investment views: US midcaps are a ‘tremendous fishing pond’ for active investors
Barrow & Hanley head of US equities Mark Giambrone makes the case for an allocation to US midcaps
01:52 min
Podcast
Gold is exciting, but what about Silver? Baker Steel’s David Baker, Episode 2
Baker Steel’s David Baker discusses why investors can remain optimistic on the outlook for gold-mining equities – and arguably be...
23:48 min
Investment views: ‘Carbon is probably the most impactful investment you can have’
KraneShares head of strategy Luke Oliver on the case for investing in carbon
08:55 min
Absolute Insight: When did illiquidity become a virtue?
Investors are seeking out illiquidity in droves but, asks Ian Willings, is the real price worth paying?
The Wealth Connection: IIMI’s Dani Hristova
On championing entrepreneurialism, evolving culture and challenging the narrative
Andy Parsons: Allocation, allocation, allocation?
Advisers need to be aware of the asset-allocation disparities within MPS peer groups
Intelligence briefing
The chairman of the insignificantly sized investment company TwoHoots Asset Management ponders what lies in the AI of the beholder