Analysis & Opinion

Analysis

Mean Reversion Machine – GW01: Konsa ‘pon a time

Analysis

Alternative thinking: The growing demand for resilience over upside

Investors still want growth, writes Jim May, but some are becoming more conscious of the path taken to achieve it

Analysis

Joe Amato: Yen intervention adds to policy pressure in Japan

The yen may have steadied, for now, but the underlying rate differential will be the ultimate driver of its value

Analysis

Cherry Reynard: Mills’ tone

The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks

Partner zone

July 2026 EMD review and outlook: local markets defy bond sell-off

ABERDEEN INVESTMENTS

Sustainable Investing quarterly update – July 2026

ROYAL LONDON ASSET MANAGEMENT

Why the loss of Segro could be the catalyst UK REITs need

TIME Asset Management

Japanese equities: corporate reform continues to unlock value

POLAR CAPITAL

Analysis

Monday Club – 17/08/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘T’s bill’ and ‘Benighted kingdom?’

Analysis

Grégoire Kounowski: The return of US economic interventionism

Growing signs of economic activism may be shaping the contours of a new US doctrine

Analysis

Monday Club – 10/08/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Earnings learnings’ and ‘Divvy up’

Analysis

Planet MPS: Satisfaction stations

Could the new FCA review alter adviser perceptions of DFMs, asks Andy Parsons

Partner zone

BAILLIE GIFFORD

ASML: The Printing Press of the AI Age

Discover why Scottish Mortgage believes ASML sits at the heart of the AI revolution. Hear CEO Christophe Fouquet in conversation...

Natixis Investment Managers

Beyond AI’s disruption: the evolution and future of software

Mirova’s Joe Toscano dives into structural risks and the firms set to capture value. For professional investors only.

PIMCO

The Credit Market Lens: The AI Split Between U.S. Dollar and Euro Investment Grade

As AI-related issuance reshapes bond markets, differences in U.S. dollar and euro performance offer new insights into the roles of...

ALLIANZ GLOBAL INVESTORS

Strategic autonomy: a new engine of European growth

Recent geopolitical shocks have exposed vulnerabilities in energy, supply chains and critical technologies – accelerating the push for strategic autonomy.

Choice Words

Choice words

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

On capturing catalysts, the power of simplicity and lessons from sailing blindfolded

20:07 min

Choice words

Choice Words: Harry Merrison, investment manager at Mattioli Woods

On consistency in investment – and client comms – and a stunt-rider’s take on risk management

14:10 min

Choice words

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

On private markets, better client outcomes and improving financial literacy

23:13 min

Partner Videos

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

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

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

Analysis & Opinion

Partner zone

Choice Words

Partner Videos

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