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Monday Club – 03/02/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘DeepSeek v MagSev’ and ‘UK targets growth’
What next for the boutique asset manager?
Boutiques have had to deal with tough headwinds but, with the right set-up, they can still punch above their weight
Alternative Thinking: Why private assets? Why now?
Schroders Greencoat’s Jack Wasserman on the potential upside – and risks – of an allocation to private assets
Monday Club – 27/01/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, 'Saba saga' and 'Trump 2.0'
Hello and welcome to Wealthwise
A note from the editor
Building greater resilience through diversification
Multi-asset investors are increasingly viewing real assets as important extra strings to their bow to help build more robust portfolios
Andy Parsons: The evolution of fair value in the MPS sector
In the first of a regular series , Andy Parsons discusses the role of comparison analysis in ensuring fair value
Once more unto the (regulatory) breach, dear friends
The chairman of the insignificantly sized investment company TwoHoots Asset Management explains his change of philosophy
Peter Sleep: Why cashflow can be a significant ‘red flag’
Some fund managers prefer to analyse free cashflow rather than earnings as the former cannot be manipulated. Peter Sleep takes...
Analysis
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
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
Andy Parsons: What are MPS’s biggest fund exposures? Part 2
Completing the picture with an analysis of the Defensive, Balanced and Adventurous peer groups
Alternative thinking: Building resilient portfolios for a new era
With the right framework, writes Tom May, volatility can be harnessed rather than avoided
