Analysis & Opinion

Monday Club – 27/10/25: Your weekly Wealthwise digest

The week that was, the week that will be. Plus, in focus, Best-laid plans & Eyes on the Fed II

Mean Reversion Machine – GW09: Blank check

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

Distribution Verve: Ed Poulter of Arcus Investment

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

Monday Club – 20/10/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘What’s in debasement?’ and ‘Gilt flip’

Mean Reversion Machine – GW08: Outside the box

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

Boutique Critique: Merlin Fidelis Emerging Markets

Boutique investment firms – when done right – can offer a distinct ‘edge’, writes Alex Paget

Quarterly view: Complacent-adjacent

After a bullish Q3, vanishingly few pockets of value now remain in global financial markets

Monday Club – 13/10/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Abenomics 2.0’ and ‘Duty calls’

Intelligence briefing

The chairman of the insignificantly sized investment company TwoHoots Asset Management ponders what lies in the AI of the beholder

Paul Ilott: Can multi-asset solve the ‘safe withdrawal rate’ puzzle?

A handful of multi-asset income funds deliver patterns of income that could help address sequencing risk

What does a Takaichi presidency mean for Japan and its markets?

Plenty of challenges still await but the outlook for Japan appears to have strengthened

Monday Club – 06/10/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Eastern premise’ and ‘Signal lost’