Fly on the Wall

Fly on the Wall: JOHCM UK Dynamic

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

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

What’s the outlook for US high-yield bonds?

BNP PARIBAS ASSET MANAGEMENT

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

Search

Partner zone

Emerging Markets outlook 2026: Strengthening fundamentals after a constructive 2025

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...
European Direct Lending: Early Innings

BROOKFIELD

European Direct Lending: Early Innings

We believe Europe is still early in its private credit journey, with significant growth ahead. Direct lending has risen to...
Macroeconomic and Investment Outlook

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...
Income Strategy Update: Focused on Optimizing Income Amid an Evolving Rate Market

PIMCO

Income Strategy Update: Focused on Optimizing Income Amid an Evolving Rate Market

We see compelling opportunities for fixed income investments amid economic uncertainty and optimistic equity valuations.

Events

The Wealth Forum Autumn: Coworth Park, Ascot

Events

The Wealth Forum Autumn: Coworth Park, Ascot

13th - 14th November 2025 | Berkshire

The Wealth Forum Autumn, Coworth Park, Ascot. A premium event for the UK’s top fund selectors and 10 leading asset...

The Wealth Forum, Coworth Park

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

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

Recommended

Fly on the Wall: JOHCM UK Dynamic

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
Picks for ‘26: A micro-driven pivot back to the US

Analysis

Picks for ‘26: A micro-driven pivot back to the US

Growth this year will stem from firm-level innovation and capital spending decisions, writes Hani Redha
Andy Parsons: What are MPS’s biggest fund exposures? Part 2

Analysis

Andy Parsons: What are MPS’s biggest fund exposures? Part 2

Completing the picture with an analysis of the Defensive, Balanced and Adventurous peer groups
Alternative thinking: Building resilient portfolios for a new era

Analysis

Alternative thinking: Building resilient portfolios for a new era

With the right framework, writes Tom May, volatility can be harnessed rather than avoided