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

Review of markets over October 2026

J.P. MORGAN ASSET MANAGEMENT

Humanoid robots in China

ALLIANZ GLOBAL INVESTORS

Quant chart: Asian hardware stocks show big gains and big swings

ROBECO

Reform meets reflation: Japan’s structural opportunity

POLAR CAPITAL

Partner zone

PIMCO

Quality, Liquidity, and Yield in Agency Mortgages

Agency mortgage spreads remain unusually wide, creating attractive opportunities in high-quality fixed income. Portfolio Manager Daniel Hyman discusses where active...

ABERDEEN INVESTMENTS

Enhanced Index: why three investment factors can be better than one

Value, quality and momentum combine to give investors a fuller view of a company

ROYAL LONDON ASSET MANAGEMENT

Bond navigators: Secured bonds – capturing credit conviction

Secured credit has long sat at the heart of Royal London Asset Management’s differentiated approach to fixed income investing. At...

BAILLIE GIFFORD

Scottish Mortgage: Portfolio Update Q3 2026

Investment specialist Hamish Maxwell explores AI's new industrial age, the importance of founder-led companies and how new opportunities are reshaping...