Analysis & Opinion

Absolute Insight: Beware the ‘Bond Illusion’

Ian Willings questions why investors continue to cling to the ‘broken shield’ of fixed income allocations

Boutique Critique: Havelock Global Select

A valuation-driven process ensures disciplined capital allocation over time, writes Alex Paget

Monday Club – 20/04/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘BIF? BAM! POW!’ and ‘Earning question’

Mean Reversion Machine – GW33: Bubble, bubble, Haaland double

A regular excuse to use fantasy football as a metaphor for portfolio management

AI of the beholder: Applying AI to fixed income analysis

AI models can capture reality better than traditional ones, writes Giovanni Beliossi, but are harder to interpret

Alternative thinking: Investors are shifting from ‘SAA’ to ‘TPA’

Liquid alternatives offer flexible, scalable access to a broader set of return drivers, writes Tom May

Monday Club – 13/04/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Bargain hunt’ and ‘Cultural evolution?’

Mean Reversion Machine – GW32: Promising Leeds?

A regular excuse to use fantasy football as a metaphor for portfolio management

The money-knowledge gap quietly costing a generation

April is Financial Literacy Month but, says Scott Stevens, meaningful change rarely stems from campaigns alone

Michaël Nizard: Ceasefire shows realities of ‘financialised’ world

Worst may have been avoided but tactical pause must now become genuine exit from crisis

Monday Club – 06/04/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Meanwhile, back at AI …’ and ‘Renewables...

Planet MPS: About the size of it

AUM figures are crucial for due-diligence , says Andy Parsons, so why can they be tough to find?