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

Overcoming the Seven Sins of Evergreen Investing

HARBOUR VEST

Multi asset quarterly update – January 2026

ROYAL LONDON ASSET MANAGEMENT

Can broadening growth redefine emerging markets?

POLAR CAPITAL

Strike whilst the iron is hot

REDWHEEL

Partner zone

GIB ASSET MANAGEMENT

Emerging Markets outlook 2026: Strengthening fundamentals after a constructive 2025

Emerging Markets are entering a phase of renewed opportunity as strengthening fundamentals, improving earnings momentum and easing policy pressures reshape...

FIRST EAGLE INVESTMENTS

The Small Idea: Everything Old Is New Again

Oh, for the good old days when fundamentals were king.

TIKEHAU CAPITAL

Macroeconomic and Investment Outlook

The year 2025 was characterised by relatively linear growth in risk assets, accompanied by remarkably low volatility,except for the spike...

PIMCO

When Optimism Is Priced In: Investment Opportunities in the AI Era

Group CIO Dan Ivascyn explores how a globally diversified, relative value approach can help identify resilient opportunities amid AI-related disruption.