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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
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
‘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
The current thinking and future plans of heads of distribution at asset management groups
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
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?
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
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)
With transparency key, asks Andy Parsons, why are some MPS providers so cagey about factsheets?
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
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
Analysis
Iran conflict: High stakes for the global economy
Michaël Nizard and Nabil Milali see three possible outcomes – with very different consequences for investors
Better business
AI-generated reputation risk – what wealth managers need to know
Ignoring the digital narrative is no longer an option for investment professionals, writes Tony McChrystal
Alternative thinking: The liquid route to better diversification
Liquid alternatives help bolster portfolios through uncorrelated sources of return, writes Tom May
AI of the beholder: Using AI in equity portfolio construction
Different models can help reduce the gap between information and actionable insight, writes Giovanni Beliossi