Analysis & Opinion

Uma Moriarity: Avoiding the obsolescence trap in hard assets

In uncertain markets, ‘HALO’ assets such as real estate are being viewed as a source of stability

The Wealth Connection: Aberdeen’s Fergus McCarthy

On creating an investment culture, the societal impact of real assets and the evolving role of asset management

Quarterly view: OK … what next?

The biggest decision now facing investors, writes Cherry Reynard, is the relative weight of the US

Monday Club – 27/04/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Emerging force’ and ‘Breeden unease’

Mean Reversion Machine – GW34: Ampadu, du, du

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

Distribution Verve: Chris Miles of Capital Group

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

Absolute Insight: Beware the ‘Bond Illusion’

Ian Willings questions why investors continue to cling to the ‘broken shield’ of fixed income allocations

Boutique Critique: Havelock Global Select

A valuation-driven process ensures disciplined capital allocation over time, writes Alex Paget

Monday Club – 20/04/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘BIF? BAM! POW!’ and ‘Earning question’

Mean Reversion Machine – GW33: Bubble, bubble, Haaland double

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

AI of the beholder: Applying AI to fixed income analysis

AI models can capture reality better than traditional ones, writes Giovanni Beliossi, but are harder to interpret

Alternative thinking: Investors are shifting from ‘SAA’ to ‘TPA’

Liquid alternatives offer flexible, scalable access to a broader set of return drivers, writes Tom May