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Monday Club – 31/03/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Gilts complex' and ‘Consumption concerns’
Fly on the Wall: Artemis US Smaller Companies
The Adviser Centre lets Julian Marr attend one of their fund manager meetings – as long as he keeps quiet
Monday Club – 24/03/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Re-emerging markets?’ and ‘No exceptions’
Monday Club – 17/03/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘European revival’ and ‘Active role’
Monday Club – 10/03/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘US recession?’ and ‘Global dividends’
Andy Parsons: What’s in a name – or number?
Surely a portfolio’s name should offer a reasonable indication of where it sits in the market, argues Andy Parsons
Distribution Verve: Jamie Hayes of Nordea Asset Management
The current thinking and future plans of heads of distribution at asset management groups
Monday Club – 03/03/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Achilles’ heal?’ and ‘Huang tough’
Wind-up merchant
The chairman of the insignificantly sized investment company TwoHoots Asset Management talks through his trust issues
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
Analysis
The Wealth Connection: Guinness Global Investors’ Edward Guinness
On ‘building blocks’, building brand and building assets
Cherry Reynard: Mills’ tone
The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks
Michaël Nizard: A ‘trimaran’ portfolio for speed, stability and endurance
This is not the time to abandon risk assets but to create a portfolio that can navigate several market regimes
Planet MPS: Perfect harmony
MPS and multi-asset should be able to live side-by-side in centralised propositions, writes Andy Parsons