Analysis & Opinion

Picks for ‘26: A micro-driven pivot back to the US

Growth this year will stem from firm-level innovation and capital spending decisions, writes Hani Redha

Fly on the Wall: JOHCM UK Dynamic

Fund Research Centre lets Julian Marr tag along for another manager meeting – as long as he keeps quiet

Alternative thinking: Building resilient portfolios for a new era

With the right framework, writes Tom May, volatility can be harnessed rather than avoided

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

The week that was, the week that will be – plus, in focus, ‘If and yen’ and ‘The visibler hand’

Mean Reversion Machine – GW23: Little grey sells

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

Distribution Verve: Tony Maddock of Lazard Asset Management

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

Andy Parsons: What are MPS’s biggest fund exposures? Part 2

Completing the picture with an analysis of the Defensive, Balanced and Adventurous peer groups

Monday Club – 19/01/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘UK equity’s third way?’ and ‘Central heating’

Mean Reversion Machine – GW22: City types

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

Distribution Verve: Dennis Pellerito of Fidelity International

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

Alex Funk: Why the MPS market has a structural problem

Platforms remain essential for investors but should no longer dictate how portfolios are built or evolved

Quarterly view: Five pressure points to watch in the year ahead

From US to AI to EM, Cherry Reynard picks out the biggest issues facing investors over 2026