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Monday Club – 12/01/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Same old drill?’ and ‘Raised AI-brow’
Picks for ‘26: Four catalysts for Japanese equities in the year ahead
Japanese equities remain undervalued relative to other developed markets
Mean Reversion Machine – GW20 & 21: The price of Silva
A regular excuse to use fantasy football as a metaphor for portfolio management
Distribution Verve: Selina Tyler of Jupiter Asset Management
The current thinking and future plans of heads of distribution at asset management groups
Alternative thinking: Equity and volatility risk premia explained
Tom May takes a closer look at two key elements underpinning buffer ETFs and defensive autocall strategies
AI of the beholder: From process automation to strategic alpha
A natural evolution has underpinned the rise of AI across client-facing functions, writes Giovanni Beliossi
Three possible scenarios emerging in Venezuela
The events of the last weekend have multiple implications, write Benjamin Melman and Michaël Nizard
Monday Club – 05/01/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Four in a row?’ and ‘Footsie dino...
Picks for ‘26: Ride the wave of reform and innovation in China
Investors should not ignore China’s ability to adapt and lead in future-facing sectors, writes Mike Willans
Mean Reversion Machine – GW18 & 19: Too much Cherki?
Picks for ‘26: Luxury brand scarcity is engine of long-term value creation
Sector offers a unique perspective on global consumer behaviour and economic resilience, writes Sean Koung Sun
Picks for ‘26: Potential v FOMO – the two sides of the AI coin
Opportunities in AI remain, writes Stuart Gray, but investors should approach inflated valuations with caution
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
