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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
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
Reflecting on my 25 years of (insurance) investing
POLAR CAPITAL
How datacentres are reshaping power systems – and what it means for investors
REDWHEEL
Welcome Back, Balanced Portfolio
PIMCO
From Raw Data to Portfolio
KEYRIDGE ASSET MANAGEMENT
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
Bonds in focus: Quarterly market and portfolio update
Where next for bond markets? Senior Economist, Melanie Baker, Head of Rates and Cash, Craig Inches and Head of Credit,...
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
When do higher bond yields become a problem for economies, and stocks?
Bond yields are rising around the world. Why, and what does it mean for investors?
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