Analysis & Opinion

Picks for ‘26: Ride the wave of reform and innovation in China

Investors should not ignore China’s ability to adapt and lead in future-facing sectors, writes Mike Willans

Mean Reversion Machine – GW18 & 19: Too much Cherki?

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

Picks for ‘26: Luxury brand scarcity is engine of long-term value creation

Sector offers a unique perspective on global consumer behaviour and economic resilience, writes Sean Koung Sun

Picks for ‘26: Potential v FOMO – the two sides of the AI coin

Opportunities in AI remain, writes Stuart Gray, but investors should approach inflated valuations with caution

Mean Reversion Machine – GW17: Have your Phil?

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

Tale of two Nicks

The chairman may have called it a year but someone is still putting in a shift at TwoHoots Asset Management

Andy Parsons: What are MPS’s biggest fund exposures? Part 1

What lies under the bonnet of MPS portfolios – and is it any different if it is active or passive?

Monday Club – 15/12/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Quality heat’ and ‘Powell dance’

Mean Reversion Machine – GW16: Chaos theory

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

Picks for ‘26: Global risks and opportunities for the year ahead

Tariffs, labour market disruption and the US mid-terms will need to be watched closely, writes Daniel Murray

Picks for ‘26: US smallcaps look poised for a comeback

Smaller companies are starting to emerge from the shadow of the ‘Magnificent Seven’, writes Bill Hench

Distribution Verve: Tangwena Nelson, Lloyds Corporate & Institutional

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