Analysis & Opinion

Jam on the brakes

The chairman of the insignificantly sized investment company TwoHoots Asset Management discusses the art of room-reading

Alison Shimada: Welcome to the tipping point for ‘Emerging Markets 2.0’

Why the decade-long relative underperformance of emerging markets looks set to reverse

Justin Urquhart Stewart: From ‘new broom’ to ‘Sorcerer’s Apprentice’

Trump was right to address economic complacency but now is the time for calm and clarity to prevail

Monday Club – 26/05/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Emerging opportunity’ and ‘UK/EU reset’

Absolute Insight: A timely diversifier amid the market turmoil

April’s asset-price volatility was a reminder of the potential of absolute return, writes Ian Willings

Monday Club – 19/05/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘UK in play’ and ‘Tariffs, what tariffs?’

James Singleton: Unlocking the full potential of private markets

What remains unresolved for wealth managers is the operational challenge of integration

Jeffrey Palma: A 10-year view on bonds, equities and real assets

Expected returns for the next decade amid elevated inflation and resilient global growth

Monday Club – 12/05/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Green around the gills’ and ‘Big deal?’

Andy Parsons: Active or passive? That is the question

Data analysis can raise as many questions as it answers but even then, says Andy Parsons, good data can help

Monday Club – 05/05/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘US v Europe’ and ‘Hundred up’

Distribution Verve: Anthony Pickering of RBC BlueBay

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