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

Sustainable investing quarterly update – January 2026

ROYAL LONDON ASSET MANAGEMENT

Scottish Mortgage on the New Growth Epoch

BAILLIE GIFFORD

Emerging and frontier markets outlook 2026: Super cycle redux

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...
2025’s Implications for the Future: “Some Like it Hot”?

RESEARCH AFFILIATES

2025’s Implications for the Future: “Some Like it Hot”?

Investors may want to prepare for a decade of higher nominal rates, fiscal fragility, and episodic volatility. Navigating this next...
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