Analysis & Opinion

Monday Club – 20/10/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘What’s in debasement?’ and ‘Gilt flip’

Mean Reversion Machine – GW08: Outside the box

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

Boutique Critique: Merlin Fidelis Emerging Markets

Boutique investment firms – when done right – can offer a distinct ‘edge’, writes Alex Paget

Quarterly view: Complacent-adjacent

After a bullish Q3, vanishingly few pockets of value now remain in global financial markets

Monday Club – 13/10/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Abenomics 2.0’ and ‘Duty calls’

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?