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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
Bessent: Does the House really always win?
POLAR CAPITAL
How datacentres are reshaping power systems – and what it means for investors
REDWHEEL
Cleared for Take-off: The Aviation Finance Opportunity
PIMCO
Active versus Passive: Bridging the Gap
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
Sustainable investing: Key themes shaping markets
How are trends shaping investment opportunities? Sebastien Beguelin, Senior Fund Manager and Matt Franklin, Senior Fund manager, will provide an...
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
Global income bonds: finding the credit sweet spot
Looking for income? Explore credit’s underappreciated middle ground with us.
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