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Analysis
Boutique Critique: Coeli European
Alex Paget outlines the qualities that can separate the best fund managers from the rest
Boutique Critique: Havelock Global Select
A valuation-driven process ensures disciplined capital allocation over time, writes Alex Paget
Boutique Critique: Palm Harbour Global Value
Independently-minded stockpickers are harder to find these days, writes Alex Paget, but they do exist
Boutique Critique: Third Avenue Global Value
Active managers can offset cost concerns by targeting smaller, newer funds, writes Alex Paget
Boutique Critique: Merlin Fidelis Emerging Markets
Boutique investment firms – when done right – can offer a distinct ‘edge’, writes Alex Paget
Partner zone
AI debt levels and the Eureka moment for credit markets
POLAR CAPITAL
Digital resilience in the era of AI
ALLIANZ GLOBAL INVESTORS
Finding Relative Value in Today’s Credit Markets
PIMCO
The Investment Outlook (Q3 2026) – Introduction
ABERDEEN INVESTMENTS
Boutique Critique: Langdon Global Smaller Companies
The boutique structure is best for fostering independently-minded stockpickers, argues Alex Paget
ROYAL LONDON ASSET MANAGEMENT
Knowing when to change your mind
Artificial intelligence is evolving fast, reshaping how investors assess long-term value creation. At the same time a new prime minister...
WELLINGTON MANAGEMENT
AI-driven market dispersion favors active selectivity
Markets may seem calm on the surface, but a different picture is emerging underneath. While headline volatility remains low and...
TIME Asset Management
Five years of property: From market reset to renewed opportunity
Discover how the property market has evolved over the past five years and what today's environment could mean for investors.
PGIM
Shifting the Credit Frontier
Building more resilient portfolios through differentiated income strategies
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...
Absolute Insight: Why bonds ‘must try harder’
Ian Willings offers half-year report cards for two very different ‘classes’ of investment – bonds and absolute return
Xiadong Bao: Will semiconductors remain AI’s centre of gravity?
Or could they merely be the first stage of a broader cycle? The answer will depend on monetisation
Better business
Why relationships are becoming the real competitive advantage
Wealth transfer is not the start of a client journey, argues Alex Tsepaev, but the moment advisers start to notice...
Is £1bn now the magic number for investment trusts?
Cherry Reynard takes a closer look at whether trusts should aim for scale or specialism