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

Brazil votes: a coin-toss election and a fiscal bill that can’t wait

ABERDEEN INVESTMENTS

The Credit Market Lens: Hyperscalers Are Repricing, Not Displacing (So Far)

PIMCO

Secrets of success – what Jannik Sinner and Best Styles have in common

ALLIANZ GLOBAL INVESTORS

AI’s growing influence on fixed income markets

BNP PARIBAS ASSET MANAGEMENT

Partner zone

ROYAL LONDON ASSET MANAGEMENT

The Viewpoint: Living forwards, investing backwards

There is a saying that life can only be understood backwards; but it must be lived forwards.

POLAR CAPITAL

Bessent: Does the House really always win?

Jack Deegan, Fund Manager of the Polar Capital Global Financials Team, explains why US Treasury Secretary Scott Bessent's claim to...

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...

ROBECO

A golden era for equities in an age of crisis

Global equity markets are being sustained by record earnings and strong economic growth in the US and emerging markets, but...

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

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

Events

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...

Fly on the Wall

Partner zone

Events

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