Analysis & Opinion

Monday Club – 25/08/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Spread thin’ and ‘Hole picture’

Mean Reversion Machine – GW01: Machine learnings

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

Boutique Critique: Langdon Global Smaller Companies

The boutique structure is best for fostering independently-minded stockpickers, argues Alex Paget

Monday Club – 18/08/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘EMpowered’ and ‘Wanted: animal spirits’

Is there an alternative approach to alternatives?

Should wealth managers target less traditional asset classes or just a more thoughtful equity and bond allocation?

Absolute Insight: Beneath the surface of the pod shops’ rise

The US multi-strategy giants are booming but, asks Ian Willings, are they really an absolute-return panacea?

Angels and demons

The chairman of the insignificantly sized investment company TwoHoots Asset Management offers some help on overcoming a phobia

Monday Club – 11/08/25: Your weekly Wealthwise digest

The week that was, the week that will be plus, in focus, ‘Q2 earnings clues’ and ‘Sting in the tale’

Andy Parsons: When the going is good

Advisers need to be interrogating MPS outperformance as well as underperformance

Monday Club – 04/08/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Small companies, high hopes’ and ‘Eee-yuu trade...

John Ewart: Emerging markets can be anchors of growth in a shifting world

Focusing on stocks delivering strong returns on equity, cash generation and profit growth is key

Monday Club – 28/07/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Glistering prize’ and ‘Reaping the dividend’