Analysis & Opinion

Analysis

Quarterly view: OK … what next?

Quarterly view: OK … what next?
Richard Warne: Step back to consider the bigger picture

Analysis

Richard Warne: Step back to consider the bigger picture

Times like these can be uncomfortable but also reinforce the value of diversification and long-term thinking

Monday Club – 11/05/26: Your weekly Wealthwise digest

Analysis

Monday Club – 11/05/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Tunnel vision’ and ‘Local difficulty’

Mean Reversion Machine – GW36: So Doku? It’s a puzzle

Mean Reversion Machine

Mean Reversion Machine – GW36: So Doku? It’s a puzzle

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

Partner zone

The New Credit Order: Public Meets Private

PIMCO

Global uncertainty gives way to opportunity in bond and equity markets

BNP PARIBAS ASSET MANAGEMENT

Middle East crisis: growth, inflation and monetary policy

Natixis Investment Managers

Is Hormuz the new Fukushima?

REDWHEEL

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Distribution Verve: Rosie Duffell of Trium Capital

Analysis

Distribution Verve: Rosie Duffell of Trium Capital

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

Planet MPS: Winners disclosure

Analysis

Planet MPS: Winners disclosure

Andy Parsons runs through the winners of the 2026 Defaqto MPS Comparator Awards

Monday Club – 04/05/26: Your weekly Wealthwise digest

Analysis

Monday Club – 04/05/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Central intelligence’ and ‘Trust issues’

Mean Reversion Machine – GW35: Raya sunshine

Mean Reversion Machine

Mean Reversion Machine – GW35: Raya sunshine

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

Partner zone

From hype to proof: AI’s inflection point

POLAR CAPITAL

From hype to proof: AI’s inflection point

The macro backdrop has been volatile but the AI trade has remained resilient. Xuesong Zhao explains why and what it...
Vanguard portfolio support

VANGUARD

Vanguard portfolio support

Creating low-cost, effective and goal-orientated portfolios
Active Quant: A guide to Quant Street

ROBECO

Active Quant: A guide to Quant Street

Quant investing is often described in terms that can feel cold or inaccessible: algorithms, models, datasets. But at Robeco, it’s...
UK care homes: From defensive to strategic assets

TIME INVESTMENTS

UK care homes: From defensive to strategic assets

Demographic demand and constrained supply are reshaping the UK care home sector, driving renewed investor interest and a shift from...

Choice Words

Choice Words: Jordan Sriharan, senior fund manager at Keyridge AM

Choice words

Choice Words: Jordan Sriharan, senior fund manager at Keyridge AM

On pragmatism in multi-asset, ‘red-flag moments’ and an evolving economic background

26:19 min
Choice Words: Daniel Nilsson, portfolio manager at Isio IM

Choice words

Choice Words: Daniel Nilsson, portfolio manager at Isio IM

On identifying a ‘right to win’, guarding against style drift and the best use of active funds

18:45 min
Choice Words: Ben Yearsley, co-founder of Fairview Investing

Choice words

Choice Words: Ben Yearsley, co-founder of Fairview Investing

On simplicity in client comms, investment red (and green) flags – and TV perfection

19:15 min

More choice words videos

Watch: Choice Words: Luke Hyde-Smith co-head of multi-asset at W1M

Watch: Choice Words: Paul Angell, head of investment research, AJ Bell

Watch: Choice Words: James Klempster, deputy head of multi-asset at Liontrust

Partner Videos

WealthWhys: Fabio Di Giansante, portfolio manager at Natixis affiliate DNCA Finance

Partner Video

WealthWhys: Fabio Di Giansante, portfolio manager at Natixis affiliate DNCA Finance

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

04:27 min

Investment views: Active management can help bond investors on 2026 ‘tightrope’

Partner Video

Investment views: Active management can help bond investors on 2026 ‘tightrope’

GIB AM head of fixed income Samantha Lamb on the importance of active management in the current environment

20:37 min

WealthWhys: Anita Patel, investment specialist at Capital Group

Partner Video

WealthWhys: Anita Patel, investment specialist at Capital Group

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

05:42 min

Recommended

Boutique Critique: Havelock Global Select

Analysis

Boutique Critique: Havelock Global Select

A valuation-driven process ensures disciplined capital allocation over time, writes Alex Paget
Alternative thinking: Investors are shifting from ‘SAA’ to ‘TPA’

Analysis

Alternative thinking: Investors are shifting from ‘SAA’ to ‘TPA’

Liquid alternatives offer flexible, scalable access to a broader set of return drivers, writes Tom May
AI of the beholder: Applying AI to fixed income analysis

Better business

AI of the beholder: Applying AI to fixed income analysis

AI models can capture reality better than traditional ones, writes Giovanni Beliossi, but are harder to interpret
Private chancer

Opinion

Private chancer

The chairman of the insignificantly sized investment company TwoHoots Asset Management aims to go public on private credit