Analysis & Opinion

Monday Club – 02/03/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘HALO’s effect’ and ‘AI questions’

Mean Reversion Machine – GW28: Or just plain ‘mean’?

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

Seth Laughlin: Why 2026 should prove a strong year for REITS

‘Next-generation’ property has fundamentally reshaped the real estate investment trust landscape

Naomi Waistell: This is not just a rally in EM – it’s a regime shift

Popular narrative may still place innovation and value creation with the US - the reality is quite different

Monday Club – 23/02/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Dollar signs’ and ‘Midsummer mergers?’

Mean Reversion Machine – GW27: Crystal ball skills

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

Distribution Verve: Smera Ashraf of Aviva Investors

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

Cherry Reynard: Passive resistance

Active may have long been out in the cold but there are signs investors are remembering the case for stockpickers

James Bilson: What will bond markets make of the new Fed chair?

Key considerations for bond portfolio positioning in the wake of Kevin Warsh’s nomination

Monday Club – 16/02/26: Your weekly Wealthwise digest

The week that was, the week that will be – plus, in focus, ‘Small revolution’ and ‘Mens Sanae’

Mean Reversion Machine – GW26: ‘I see dead teams’

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

Distribution Verve: Neil Menard of StepStone Private Wealth

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