Newsletter sign-up
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’
Mean Reversion Machine – GW38: King and the Hill
Analysis
The Wealth Connection: Guinness Global Investors’ Edward Guinness
On ‘building blocks’, building brand and building assets
Cherry Reynard: Mills’ tone
The Mills Review highlights AI’s potential both to solve key wealth challenges and create new risks
Michaël Nizard: A ‘trimaran’ portfolio for speed, stability and endurance
This is not the time to abandon risk assets but to create a portfolio that can navigate several market regimes
Planet MPS: Perfect harmony
MPS and multi-asset should be able to live side-by-side in centralised propositions, writes Andy Parsons