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Monday Club – 15/09/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Comforts of home’ and ‘Eyes on the...
Mean Reversion Machine – GW04: Norwegian blue
A regular excuse to use fantasy football as a metaphor for portfolio management
Monday Club – 08/09/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Gilty treasure?’ and ‘Labor pains’
Andy Parsons: Is a bigger MPS range, a better MPS range?
Why larger DFMs could be at less of an advantage despite all their resources
Mean Reversion Machine – GW03: Wirtz-case scenario
Monday Club – 01/09/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Independence fray’ and ‘Meh-I?’
Mean Reversion Machine – GW02: Schadenfreude and sneering
What can be expected from the FCA’s model portfolio review?
Previous such exercises by the regulator suggest its focus could be on two key areas
Monday Club – 25/08/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Spread thin’ and ‘Hole picture’
Mean Reversion Machine – GW01: Machine learnings
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’
Analysis
Iran conflict: High stakes for the global economy
Michaël Nizard and Nabil Milali see three possible outcomes – with very different consequences for investors
Better business
AI-generated reputation risk – what wealth managers need to know
Ignoring the digital narrative is no longer an option for investment professionals, writes Tony McChrystal
Alternative thinking: The liquid route to better diversification
Liquid alternatives help bolster portfolios through uncorrelated sources of return, writes Tom May
AI of the beholder: Using AI in equity portfolio construction
Different models can help reduce the gap between information and actionable insight, writes Giovanni Beliossi
