Analysis & Opinion

Tyler Rosenlicht: Welcome to the natural resources ‘era of scarcity’

Why investors are turning to ‘old economy’ companies across energy, metals and agriculture

Nabil Milali: White smoke over the Middle East

US/Iran peace details may be hazy but, for investors, all that matters is the reopening of the Strait of Hormuz

Monday Club – 15/06/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Brexit: 10 years on’ and ‘We have...

Liam Nunn: Why value investors would favour a ‘Panenka’ penalty

As the 2026 World Cup kicks off, value investors should empathise with any footballer who tries a Panenka

Justin Thomson: Why markets keep looking through crisis

Three of the five fastest MSCI World recoveries since 1970 have occurred in the past decade

Planet MPS: Are you being served?

Andy Parsons charts the increasing importance to advisers of DFM service levels

Alternative thinking: Who you gonna call?

Tom May explains the growing appeal of autocallables in modern portfolios

Monday Club – 08/06/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Secure line’ and ‘Semis detached’

Distribution Verve: Neil Brown of Portfolio Thinking

The current thinking and future plans of heads of distribution at asset management groups

Monday Club – 01/06/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘The SpaceX factor’ and ‘Diverging markets’

Mean Reversion Machine – Season’s bleatings

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

Monday Club – 25/05/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Growth spurt’ and ‘Nvidia-watch’