Fly on the Wall

Analysis

Fly on the Wall: JOHCM UK Dynamic

Fund Research Centre lets Julian Marr tag along for another manager meeting – as long as he keeps quiet

Analysis

Fly on the Wall: Artemis US Smaller Companies

The Adviser Centre lets Julian Marr attend one of their fund manager meetings – as long as he keeps quiet

Partner zone

El Niño, global warming and war: A perfect storm for food security?

REDWHEEL

5-year Expected Returns: The Great Rewiring

ROBECO

ClockWise: Q3 review – Inflation strikes back

ROYAL LONDON ASSET MANAGEMENT

Diversifying Globally Without Giving Up Yield

PIMCO

ALLIANZ GLOBAL INVESTORS

House View Q4 2026: Renewed momentum

The global outlook has brightened. Despite persistent headwinds and above-target inflation, growth has remained resilient.

FIRST EAGLE INVESTMENTS

The Small Idea: Who Took Away the Punchbowl?

The elation for US small caps fizzled in the third quarter as investor preference swung back to large cap growth, particularly those companies...

J.P. MORGAN ASSET MANAGEMENT

Global Equity Views 4Q 2026

Corporate profits continue to boom around the world. Although the pace of revisions is cooling, we see almost 30% earnings...

FEDERATED HERMES

Macro backdrop boosts options for UK liquidity funds

An uncertain global outlook suggests the positive yield curve may persist well into next year and beyond.

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

Events

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

Events

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...