Newsletter sign-up
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
Will FCA review help wealth-sector M&A mature & advance?
The consolidation review should not so much slow M&A as create larger, better-quality deals
Boutique Critique: Third Avenue Global Value
Active managers can offset cost concerns by targeting smaller, newer funds, writes Alex Paget
Monday Club – 08/12/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, 'The precious' and 'JGB fault-line?'
Mean Reversion Machine – GW14 & GW15: Timberrrr!
Distribution Verve: Rob Hall of PGIM
Picks for ‘26: Is healthcare the smart complement to tech?
For those willing to look beyond short-term noise, writes James Douglas, healthcare offers a rich opportunity
Monday Club – 01/12/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, the Budget’s impact on UK assets
Analysis
Absolute Insight: Why bonds ‘must try harder’
Ian Willings offers half-year report cards for two very different ‘classes’ of investment – bonds and absolute return
Xiadong Bao: Will semiconductors remain AI’s centre of gravity?
Or could they merely be the first stage of a broader cycle? The answer will depend on monetisation
Better business
Why relationships are becoming the real competitive advantage
Wealth transfer is not the start of a client journey, argues Alex Tsepaev, but the moment advisers start to notice...
Is £1bn now the magic number for investment trusts?
Cherry Reynard takes a closer look at whether trusts should aim for scale or specialism