Analysis & Opinion

Distribution Verve: Rob Hall of PGIM

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

Picks for ‘26: Is healthcare the smart complement to tech?

For those willing to look beyond short-term noise, writes James Douglas, healthcare offers a rich opportunity

Monday Club – 01/12/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, the Budget’s impact on UK assets

Mean Reversion Machine – GW13: I saw three chips …

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

Distribution Verve: Douglas Branson of Algebris Investments

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

Hugh Gimber: What could upset risk sentiment in 2026? Part 2

Bond vigilantism and capital misallocation join inflation as key factors to monitor

Model behaviour: Time for a different climate?

If the AI trade wobbles further, investors may start to shift their thinking on model portfolio strategies

Hugh Gimber: What might upset risk sentiment in 2026? Part 1

To what extent could inflation spoil the rosy picture markets are currently painting?

Monday Club – 24/11/25: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘UK confidence trick’ and ‘AI levers’

Mean Reversion Machine – GW12: No-Mo-vember

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

Distribution Verve: Theresa Russell of Tyndall IM

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

Dan Scott Lintott: Why Trump has not put solar in the shade

Breaking down solar's economics shows it pays to be active in industry and stock selection