Analysis & Opinion

Alternative thinking: Strive for balance not bravado

Downside risk is inevitable, writes Tom May, but unmanageable losses are not

Planet MPS: Models of consistency

Andy Parsons digs deeper into the numbers of the top-performing MPS offerings

Monday Club – 09/02/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Rebalance of powers’ and ‘Softwar(e)’

Mean Reversion Machine – GW25: Beware the green-eyed monster

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

Distribution Verve: Pat Sanderson of Janus Henderson Investors

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

Boutique Critique: Palm Harbour Global Value

Independently-minded stockpickers are harder to find these days, writes Alex Paget, but they do exist

Richard Warne: Cut through the AI, energy and inflation noise

Today’s headlines can be loud and often unsettling but the key for investors is not to overreact

Monday Club – 02/02/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Three economic clouds for the US’ and...

Mean Reversion Machine – GW24: United punt

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

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

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

Alternative thinking: Building resilient portfolios for a new era

With the right framework, writes Tom May, volatility can be harnessed rather than avoided