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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
Alternative Thinking: Why private assets? Why now?
Schroders Greencoat’s Jack Wasserman on the potential upside – and risks – of an allocation to private assets
Monday Club – 27/01/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, 'Saba saga' and 'Trump 2.0'
Hello and welcome to Wealthwise
A note from the editor
Analysis
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
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
Better business
Why relationships are becoming the real competitive advantage
Wealth transfer is not the start of a client journey, argues Alex Tsepaev, but the moment advisers start to notice...
Is £1bn now the magic number for investment trusts?
Cherry Reynard takes a closer look at whether trusts should aim for scale or specialism