Analysis & Opinion

Monday Club – 03/03/25: Your weekly Wealthwise digest

Monday Club – 03/03/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Achilles’ heal?’ and ‘Huang tough’

Wind-up merchant

Wind-up merchant

The chairman of the insignificantly sized investment company TwoHoots Asset Management talks through his trust issues

The Wealth Connection: Premier Miton’s Jonathan Willcocks

The Wealth Connection: Premier Miton’s Jonathan Willcocks

On active’s evolving purpose, additive M&A and incentivising investors to back UK plc

Monday Club – 24/02/25: Your weekly Wealthwise digest

Monday Club – 24/02/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus ‘The dying art of buy-and-hold?’ and ‘Inflation headache’

Ben Peele: It takes two to dance the tailored MPS tango

Ben Peele: It takes two to dance the tailored MPS tango

‘Insourced’ portfolios will only evolve and develop in the right way if advisers fully engage with the process

Distribution Verve: Iain Evans of Polar Capital

Distribution Verve: Iain Evans of Polar Capital

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

Monday Club – 17/02/25: Your weekly Wealthwise digest

Monday Club – 17/02/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Us or US?’ and ‘Inflation worries’

Peter Sleep: What Neil Woodford did right

Peter Sleep: What Neil Woodford did right

Neil Woodford was often in the right place at the right time, says Peter Sleep, and yet …

Can tech giants continue powering passive’s rise?

Can tech giants continue powering passive’s rise?

The ‘magnificent’ run of a certain septet of tech stocks looks set to continue to prove important to the passive...

Monday Club – 10/02/25: Your weekly Wealthwise digest

Monday Club – 10/02/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Tariffs and buts’ and ‘Rate expectations’

Andy Parsons: A matter of fact(sheets)

Andy Parsons: A matter of fact(sheets)

With transparency key, asks Andy Parsons, why are some MPS providers so cagey about factsheets?

Five key asset allocation themes for the year ahead

Five key asset allocation themes for the year ahead

In 2025, markets face a new incumbent in the White House, instability in Europe and a potential revival in inflation