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Analysis
Monday Club – 03/02/25: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘DeepSeek v MagSev’ and ‘UK targets growth’
Monday Club – 05/10/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Debt toll’ and ‘French spread’
Planet MPS: Falling apart at the themes?
What might MPS managers have against thematic funds? Andy Parsons takes a closer look
Quality and control
Clinton D’Silva argues the case for a more discerning allocation to quality investments
Cherry Reynard: Billion-dollar maybe
For wealth managers, differentiation still trumps size when considering investment trusts
Partner zone
Bessent: Does the House really always win?
POLAR CAPITAL
How datacentres are reshaping power systems – and what it means for investors
REDWHEEL
Cleared for Take-off: The Aviation Finance Opportunity
PIMCO
Active versus Passive: Bridging the Gap
KEYRIDGE ASSET MANAGEMENT
Michaël Nizard: No more waiting for ‘GodOAT’
France is approaching its 2026/27 budgetary and electoral cycle in a particularly delicate position
Monday Club – 28/09/26: Your weekly Wealthwise digest
The week that was, the week that will be – plus, in focus, ‘Thaw point’ and ‘Borrowed time’
Ernest Yeung: Where next for emerging markets investors?
After a strong EM rally, could it be too late to invest? Ernest Yeung argues there is more to come
Salman Ahmed: How long will this US tightening cycle last?
The key macro signal from the latest Fed meeting is inflation will not return to its target until 2029
FEDERATED HERMES
Has China’s property sector turned a corner?
The country's economy has been hampered by fallout from the property crisis but the situation is improving.
ROYAL LONDON ASSET MANAGEMENT
Sustainable investing: Key themes shaping markets
How are trends shaping investment opportunities? Sebastien Beguelin, Senior Fund Manager and Matt Franklin, Senior Fund manager, will provide an...
Janus Henderson Investors
Recovery and reshoring – potential boons for global small caps
Portfolio Manager Nick Sheridan explores how a backdrop of economic recovery, reducing inflation, and significant reshoring activities have collectively created...
ABERDEEN INVESTMENTS
Global income bonds: finding the credit sweet spot
Looking for income? Explore credit’s underappreciated middle ground with us.
Events
The Wealth Forum, Coworth Park
5th - 7th March 2025 | Berkshire
The Wealth Forum, Coworth Park, Ascot. A premium event for the UK’s top fund selectors and 10 leading asset managers
The Wealth Forum North: Rudding Park, Harrogate
8th - 9th May 2025 | Harrogate
The Wealth Forum: North, Rudding Park, Harrogate: A premium event for the UK’s top fund selectors in the North
The Wealth Forum Channel Islands: Jersey
5th June 2025 | Jersey
The Wealth Forum: Channel Islands, The Royal Yacht: A premium event for top fund selectors in the Channel Islands from...
Marion Le Morhedec: The strategic case for fixed income grows stronger
The near-term backdrop remains challenging but higher yields are improving prospective returns
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