Analysis & Opinion

Caroline Gauthier: Europe sits at the heart of four supercycles

Future major cycles could be rooted in the physical world where Europe has real strengths

Elliot Farley: The danger of building portfolios around a single macro narrative

However persuasive the story may appear, the path for investors is unlikely to run smooth

Monday Club – 06/07/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Self-evident truths?’ and ‘Sliding yen’

Planet MPS: Checks and balances

Cash balances are symptomatic of why the FCA is reviewing the MPS market, argues Andy Parsons

Boutique Critique: Coeli European

Alex Paget outlines the qualities that can separate the best fund managers from the rest

Felix Wintle: Why US inflation has already peaked

The prevailing narrative may say two rate hikes but the market is now suggesting cuts are much more likely

Jeneiv Shah: When energy shocks reach the dinner table

The long-term challenge of producing sufficient, affordable and sustainable food is growing in significance

Monday Club – 29/06/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Small beginnings’ and ‘Tech wobbles’

Joe Amato: Three questions for investors after US-Iran deal

The agreement may have brought some relief to markets but it is not a resolution and key questions remain

Is £1bn now the magic number for investment trusts?

Cherry Reynard takes a closer look at whether trusts should aim for scale or specialism

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...

Monday Club – 22/06/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Super-cycle me’ and ‘Makerfield or break?’