Analysis & Opinion

Alvaro Peró Gala: Understanding the ‘Great Global Restructuring’ – Part 2

A strategic framework for investors – focusing this time on US debt sustainability; and the impact of regulation

Monday Club – 03/08/26: Your weekly Wealthwise digest

The week that was, the week that will be. Plus, in focus, ‘AI v FI’ and ‘Lost in the Warsh’

Clive Beagles: Why UK equities remain hugely mispriced

The UK should be viewed through the lens of current positioning, not past performance

To spend or not to spend – that is the AI question

AI hyperscalers have a tightrope to tread when updating the market in the coming weeks, writes Richard Scrope

Monday Club – 27/07/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Attention deficits’ and ‘Alphabet droop’

Alvaro Peró Gala: Understanding the ‘Great Global Restructuring’ – Part 1

A strategic framework for investors – focusing first on AI’s impact on productivity; and trade and capital flows

Quarterly view: Inflation, inflation, inflation

Global markets survived a gruelling Q2 but, writes Cherry Reynard, big challenges persist

Xiadong Bao: Will semiconductors remain AI’s centre of gravity?

Or could they merely be the first stage of a broader cycle? The answer will depend on monetisation

Monday Club – 20/07/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Defence’s position’ and ‘Meanwhile at No. 11’

Absolute Insight: Why bonds ‘must try harder’

Ian Willings offers half-year report cards for two very different ‘classes’ of investment – bonds and absolute return

Alternative thinking: The case for active management in defined return investing

Strategy implementation is fundamental to providing effective outcomes, writes Jack Roberts

Monday Club – 13/07/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘K v UK’ and ‘What could stall...