Analysis & Opinion

Analysis

Monday Club – 09/02/26: Your weekly Wealthwise digest

Analysis

Planet MPS: Models of consistency

Andy Parsons digs deeper into the numbers of the top-performing MPS offerings

Mean Reversion Machine

Mean Reversion Machine – GW25: Beware the green-eyed monster

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

Distribution Verve

Distribution Verve: Pat Sanderson of Janus Henderson Investors

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

Partner zone

Compounding Opportunity in Bonds

PIMCO

Sustainable investing quarterly update – January 2026

ROYAL LONDON ASSET MANAGEMENT

Scottish Mortgage on the New Growth Epoch

BAILLIE GIFFORD

Emerging and frontier markets outlook 2026: Super cycle redux

REDWHEEL

Analysis

Boutique Critique: Palm Harbour Global Value

Independently-minded stockpickers are harder to find these days, writes Alex Paget, but they do exist

Analysis

Richard Warne: Cut through the AI, energy and inflation noise

Today’s headlines can be loud and often unsettling but the key for investors is not to overreact

Analysis

Monday Club – 02/02/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Three economic clouds for the US’ and...

Mean Reversion Machine

Mean Reversion Machine – GW24: United punt

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

Partner zone

GIB ASSET MANAGEMENT

Emerging Markets outlook 2026: Strengthening fundamentals after a constructive 2025

Emerging Markets are entering a phase of renewed opportunity as strengthening fundamentals, improving earnings momentum and easing policy pressures reshape...

TIME INVESTMENTS

Borrowing costs could sweeten the outlook for real assets (Could this go live tomorrow?) Standfirst

With UK inflation stabilising and central bank rates declining, borrowing costs for real assets are improving, supporting stronger investment activity...

RESEARCH AFFILIATES

2025’s Implications for the Future: “Some Like it Hot”?

Investors may want to prepare for a decade of higher nominal rates, fiscal fragility, and episodic volatility. Navigating this next...

FEDERATED HERMES

Emerging markets prove resilient amid rising geopolitical and macro risks

Emerging markets continue to show resilience despite escalating geopolitical tensions. Stronger fundamentals, healthier policy frameworks and attractive valuations reinforce their...