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Mean Reversion Machine – GW29: Value chained
A regular excuse to use fantasy football as a metaphor for portfolio management
Absolute Insight: The triple catalyst for alpha generation
The question now is not whether uncertainty exists, writes Ian Willings, but if portfolios are built to exploit it
Risk, scenarios, oil price – three investment takes on Iran conflict
Liontrust’s John Husselbee, EDR’s Michaël Nizard and Quilter Cheviot’s Maurizio Carulli
Monday Club – 02/03/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘HALO’s effect’ and ‘AI questions’
Mean Reversion Machine – GW28: Or just plain ‘mean’?
Seth Laughlin: Why 2026 should prove a strong year for REITS
‘Next-generation’ property has fundamentally reshaped the real estate investment trust landscape
Naomi Waistell: This is not just a rally in EM – it’s a regime shift
Popular narrative may still place innovation and value creation with the US - the reality is quite different
Monday Club – 23/02/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Dollar signs’ and ‘Midsummer mergers?’
Mean Reversion Machine – GW27: Crystal ball skills
Distribution Verve: Smera Ashraf of Aviva Investors
The current thinking and future plans of heads of distribution at asset management groups
Cherry Reynard: Passive resistance
Active may have long been out in the cold but there are signs investors are remembering the case for stockpickers
James Bilson: What will bond markets make of the new Fed chair?
Key considerations for bond portfolio positioning in the wake of Kevin Warsh’s nomination
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
