Analysis & Opinion

Monday Club – 15/12/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Quality heat’ and ‘Powell dance’

Mean Reversion Machine – GW16: Chaos theory

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

Picks for ‘26: Global risks and opportunities for the year ahead

Tariffs, labour market disruption and the US mid-terms will need to be watched closely, writes Daniel Murray

Picks for ‘26: US smallcaps look poised for a comeback

Smaller companies are starting to emerge from the shadow of the ‘Magnificent Seven’, writes Bill Hench

Distribution Verve: Tangwena Nelson, Lloyds Corporate & Institutional

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

Will FCA review help wealth-sector M&A mature & advance?

The consolidation review should not so much slow M&A as create larger, better-quality deals

Boutique Critique: Third Avenue Global Value

Active managers can offset cost concerns by targeting smaller, newer funds, writes Alex Paget

Monday Club – 08/12/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, 'The precious' and 'JGB fault-line?'

Mean Reversion Machine – GW14 & GW15: Timberrrr!

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

Distribution Verve: Rob Hall of PGIM

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

Picks for ‘26: Is healthcare the smart complement to tech?

For those willing to look beyond short-term noise, writes James Douglas, healthcare offers a rich opportunity

Monday Club – 01/12/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, the Budget’s impact on UK assets