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Boutique Critique: Langdon Global Smaller Companies
The boutique structure is best for fostering independently-minded stockpickers, argues Alex Paget
Monday Club – 18/08/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘EMpowered’ and ‘Wanted: animal spirits’
Is there an alternative approach to alternatives?
Should wealth managers target less traditional asset classes or just a more thoughtful equity and bond allocation?
Absolute Insight: Beneath the surface of the pod shops’ rise
The US multi-strategy giants are booming but, asks Ian Willings, are they really an absolute-return panacea?
Angels and demons
The chairman of the insignificantly sized investment company TwoHoots Asset Management offers some help on overcoming a phobia
Monday Club – 11/08/25: Your weekly Wealthwise digest
The week that was, the week that will be plus, in focus, ‘Q2 earnings clues’ and ‘Sting in the tale’
Andy Parsons: When the going is good
Advisers need to be interrogating MPS outperformance as well as underperformance
Monday Club – 04/08/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Small companies, high hopes’ and ‘Eee-yuu trade...
John Ewart: Emerging markets can be anchors of growth in a shifting world
Focusing on stocks delivering strong returns on equity, cash generation and profit growth is key
Monday Club – 28/07/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Glistering prize’ and ‘Reaping the dividend’
Monday Club – 21/07/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘US inflation riddle' and ‘Promising Leeds’
Peter Wasko: Understanding markets in times of conflict
After last month’s strikes on Iranian nuclear facilities, future US military intervention is harder to rule out
Analysis
Fly on the Wall: JOHCM UK Dynamic
Fund Research Centre lets Julian Marr tag along for another manager meeting – as long as he keeps quiet
Picks for ‘26: A micro-driven pivot back to the US
Growth this year will stem from firm-level innovation and capital spending decisions, writes Hani Redha
Andy Parsons: What are MPS’s biggest fund exposures? Part 2
Completing the picture with an analysis of the Defensive, Balanced and Adventurous peer groups
Alternative thinking: Building resilient portfolios for a new era
With the right framework, writes Tom May, volatility can be harnessed rather than avoided