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Analysis
Alex Davies: Private assets deserve the spotlight
Distribution Verve: Christopher Cade of Sarasin & Partners
The current thinking and future plans of heads of distribution at asset management groups
Monday Club – 07/07/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Correlation streak’ and ‘It’s been emotional’
Andy Parsons: Spot the difference
Why would advisers focus on different qualities when assessing MPS and multi-asset portfolios?
Partner zone
Thoughts on diversification
Seilern
UK Equities: Under-valued, Under-owned; Unleashed!
The Virtual Panel
Alternative Lens: A sharper focus on interest rates, mortgages and energy costs
TIME Investments
Weekly market update with Paul Skinner
Wellington Management
Monday Club – 30/06/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘American rethink’ and ‘Oil and inflation’
Distribution Verve: Chris Nicholas of Fiera Capital
Justin Urquhart Stewart: Confidence – trick or treat?
If the global economy almost defies rational analysis, try looking more locally instead
Monday Club – 23/06/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Not so exceptional’ and ‘Weight and see’
Artemis
The shocks that show valuations could catch up with the US
For well over a decade, going overweight the biggest companies in the US was all global managers needed to do...
Aviva Investors
When risks collide: the case for diversifying via liquid alternatives
Investors are increasingly turning to alternatives to boost portfolio diversification, a trend we believe will only increase.
Baillie Gifford
Scottish Mortgage: manager review
In a year marked by volatility and uncertainty, Tom Slater's annual manager review highlights a journey of resilience and strategic...
Baker Steel
Gold is exciting, but what about Silver? Baker Steel’s David Baker, Episode 2: Video
Baker Steel’s David Baker discusses why investors can remain optimistic on the outlook for gold-mining equities – and arguably be...
Choice words
Choice Words ‘Sector Special’: Linden Thomson, Candriam
On the outlook for biotech, US threats and opportunities and the responsibility of capital allocation
23.57 min
Choice Words: Ryan Boothroyd, senior asset allocation specialist, Legal & General
On ‘macro regime change’, more nuanced ESG and seeking ‘gaps’ with the wider market
15:51 min
Choice Words: Justin Urquhart Stewart, co-founder of 7IM
On client engagement, ‘family financial planning’ and aiming for the best wine you can afford
14:11 min
More choice words videos
Watch: Choice Words: John Husselbee, head of multi-asset at Liontrust
Watch: Choice Words: Sam Buckingham, investment consultant at Buckingham Research
Watch: Choice Words: Matt Ennion, head of collective research at Quilter Cheviot
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
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
Podcast
Gold is exciting, but what about Silver? Baker Steel’s David Baker, Episode 2
23:48 min
Better business
The changing nature of client vulnerability
Spotting and accommodating vulnerability must sit at the heart of any adviser business’s culture
Andy Parsons: Why passive MPS requires active due-diligence
With passive model portfolio strategies, warns Andy Parsons, advisers should be wary of concluding ‘cheapest is best’
No peaking … yet – the outlook for MPS
There may be cracks in the MPS edifice but the market still appears some way off from ‘peak’
Opinion
Jam on the brakes
The chairman of the insignificantly sized investment company TwoHoots Asset Management discusses the art of room-reading