Analysis & Opinion

Intelligence briefing

The chairman of the insignificantly sized investment company TwoHoots Asset Management ponders what lies in the AI of the beholder

Paul Ilott: Can multi-asset solve the ‘safe withdrawal rate’ puzzle?

A handful of multi-asset income funds deliver patterns of income that could help address sequencing risk

What does a Takaichi presidency mean for Japan and its markets?

Plenty of challenges still await but the outlook for Japan appears to have strengthened

Monday Club – 06/10/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Eastern premise’ and ‘Signal lost’

Andy Parsons: Benchmarking 2.0

The thinking behind the launch of active-only and passive-only MPS comparator indices

Mean Reversion Machine – GW07: Big halo to Gabriel

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

Absolute Insight: Liquid alts – the under-owned diversifier

Why, asks Ian Willings, are liquid alternatives so hated by fund-buyers?

Findlay Franklin: Navigating a new era of market dynamics

The multi-strategy approach demanded by today’s uncertain markets does not begin and end with allocation

Monday Club – 29/09/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Debt-wish’ and ‘Better together?'

Mean Reversion Machine – GW06: Semenyo Theory

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

Peter Wasko: Highlights and hurdles – the case for Europe

Amid tariffs, export pressures and regulations, is simply ‘not being America’ enough?

Alex Diffey & Anastacia Bende: Seeking compensation clarity in wealth management

Can discretionary bonuses endure as a fruitful retention tool in an ever-changing environment?